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Client Events

Being a market leader means knowing this industry inside and out.

On-going training offers consistent results, confident staff and satisfied account holders. We are pleased to offer value-added programs and training events exclusively for our overdraft program clients. These training opportunities are great for both new staff to learn more about the service as well as refresher training as needed. Check out some of our upcoming events available both in-person and online which cover advanced program management, enhanced understanding of key reporting and tracking features, compliance issues and more.

JMFA Academy

In-Person Event: Advanced Program Management for Overdraft Privilege
for JMFA OVERDRAFT PRIVILEGE® Clients

This two-day event provides participants with additional knowledge and education for managing an overdraft program. Moreover, the in-person program format offers a setting for peer interaction and small group discussions for solutions to real-world challenges related to overdraft program management strategies, compliance and account holder-related topics.

*Upon completion, industry professionals can receive up to nine hours of CPE credit toward maintaining personal certifications
**All JMFA Academy events are held at our Training Facility in Houston, Texas

Dates Event
2/11 - 2/12/2019 Advanced Program Management for Overdraft Privilege for Credit Unions
 3/4 - 3/5/2019 Advanced Program Management for Overdraft Privilege for Banks
 5/13 - 5/14/2019 Advanced Program Management for Overdraft Privilege for Credit Unions
 7/22 - 7/23/2019 Advanced Program Management for Overdraft Privilege for Banks More Info
 9/23 - 9/24/2019 Advanced Program Management for Overdraft Privilege for Credit Unions
 11/4 - 11/5/2019 Advanced Program Management for Overdraft Privilege for Banks More Info

For additional information about client events or should you require different dates to accommodate your schedule, please contact Melanie Swift at 832-390-2192.

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WEBINARS

Webinar: Extended Coverage Workshop
for JMFA OVERDRAFT PRIVILEGE® Clients

This webinar is designed to help ensure your account holders have all the information needed to decide whether Extended Overdraft Privilege is right for them. Discussion items include:
  • What is Regulation E and how does it affect Overdraft Privilege?
  • Account holders have the option to extend Overdraft Privilege to cover overdrafts caused by ATM and everyday debit card transaction
  • If account holders do not extend their coverage, they are at risk of having their ATM and debit card transactions declined at inopportune and unexpected time
  • Additional forms of overdraft protection used in conjunction with Overdraft Privilege
  • How to approach account holders about Overdraft Privilege
*All programs are scheduled at Central Time (CT)
Date Time Event
 1/24 9 - 10 am  Extended Coverage Workshop for Credit Unions
 1/24 11 am -12 pm Extended Coverage Workshop for Bank
 1/24 1 - 2 pm Extended Coverage Workshop for Credit Unions
 1/24 3 - 4 pm Extended Coverage Workshop for Banks
 3/19 9 - 10 am Extended Coverage Workshop for Banks
 3/19 11 am - 12 pm Extended Coverage Workshop for Credit Unions
 3/19 1 - 2 pm Extended Coverage Workshop for Banks
 3/19 3 - 4 pm Extended Coverage Workshop for Credit Unions
 5/9 9 - 10 am  Extended Coverage Workshop for Credit Unions Register
 5/9 11 am - 12 pm  Extended Coverage Workshop for Banks Register
 5/9 1 - 2 pm  Extended Coverage Workshop for Credit Unions Register
 5/9 3 - 4 pm  Extended Coverage Workshop for Banks Register
7/16 9 - 10 am  Extended Coverage Workshop for Banks Register
7/16 11 am - 12 pm  Extended Coverage Workshop for Credit Unions Register
7/16 1 - 2 pm  Extended Coverage Workshop for Banks Register
7/16 3 - 4 pm  Extended Coverage Workshop for Credit Union Register
9/5 9 - 10 am  Extended Coverage Workshop for Credit Unions Register
9/5 11 am - 12 pm  Extended Coverage Workshop for Banks Register
9/5 1 - 2 pm  Extended Coverage Workshop for Credit Unions Register
9/5 3 - 4 pm  Extended Coverage Workshop for Banks Register
11/19 9 - 10 am  Extended Coverage Workshop for Banks Register
11/19 11 am - 12 pm  Extended Coverage Workshop for Credit Unions Register
11/19 1 - 2 pm  Extended Coverage Workshop for Banks Register
11/19 3 - 4 pm  Extended Coverage Workshop for Credit Unions Register

For more information about client events or should you require different dates to accommodate your schedule, please contact Melanie Swift at 832-390-2192.

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WEBINARS

Webinar: Tracking Review Workshop
for JMFA OVERDRAFT PRIVILEGE® Clients

In this session, program implementation experts work with participants one-on-one to review key components of individual program tracking reports from Fast-Track. By the end of this workshop attendees will be able to identify specific areas for program improvement that can be implemented right away. Registration is limited for each session to allow ample time to address the various aspects of performance indicators, similarities and differences among industry peers and Q&A. The session provides a unique learning environment for improving program management.

*All programs are scheduled at central time (CT) and registration is required for all events

Date Time Event
2/7 9-10 am  Tracking Document Review Workshop for Credit Unions
2/7 11 am - 12 pm Tracking Document Review Workshop for Banks
2/7 1 pm - 2 pm Tracking Document Review Workshop for Credit Unions
2/7 3 pm - 4 pm Tracking Document Review Workshop for Banks
4/18 9 - 10 am Tracking Document Review Workshop for Banks
4/18 11 am - 12 pm Tracking Document Review Workshop for Credit Unions
4/18 1 - 2 pm Tracking Document Review Workshop for Banks
4/18 3 pm - 4 pm Tracking Document Review Workshop for Credit Unions
6/6 9 - 10 am Tracking Document Review Workshop for Credit Unions Register
6/6 11 am - 12 pm Tracking Document Review Workshop for Banks Register
6/6 1 - 2 pm Tracking Document Review Workshop for Credit Unions Register
6/6 3 -4 pm Tracking Document Review Workshop for Banks Register
8/15 9 - 10 am Tracking Document Review Workshop for Banks Register
8/15 11 am - 12 pm Tracking Document Review Workshop for Credit Unions Register
8/15 1 - 2 pm Tracking Document Review Workshop for Banks Register
8/15 3 - 4 pm Tracking Document Review Workshop for Credit Unions Register
10/10 9 - 10 am Tracking Document Review Workshop for Credit Unions Register
10/10 11 am - 12 pm Tracking Document Review Workshop for Banks Register
10/10 1 - 2 pm Tracking Document Review Workshop for Credit Unions Register
10/10 3 - 4 pm Tracking Document Review Workshop for Banks Register



For more information about client events or should you require different dates to accommodate your schedule, please contact Melanie Swift at 832-390-2192.

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