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Client Events

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

We are pleased to offer value-added programs and training events exclusively for our clients. Check out some of our upcoming events available both in-person and online.

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
10/23-10/24 Advanced Program Management for Overdraft Privilege for Banks More Info
10/25-10/26 Advanced Program Management for Overdraft Privilege for Credit Unions More Info
     
2018    
2/21-2/22 Advanced Program Management for Overdraft Privilege for Credit Unions More Info
3/12-3/13 Advanced Program Management for Overdraft Privilege for Banks More Info
5/21-5/22 Advanced Program Management for Overdraft Privilege for Credit Unions More Info
7/23-7/24 Advanced Program Management for Overdraft Privilege for Banks More Info
9/10-9/11 Advanced Program Management for Overdraft Privilege for Credit Unions More Info
11/5-11/6 Advanced Program Management for Overdraft Privilege for Banks More Info

For additional information about client events 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
10/24 9-10 am Extended Coverage Workshop for Credit Unions Register
10/24 11 am-12 pm Extended Coverage Workshop for Banks Register
10/24 1-2 pm Extended Coverage Workshop for Credit Unions Register
10/24 3-4 pm Extended Coverage Workshop for Banks Register
12/7 9-10 am Extended Coverage Workshop for Banks Registration Opens 11/13
12/7 11 am-12 pm Extended Coverage Workshop for Credit Unions Registration Opens 11/13
12/7 1-2 pm Extended Coverage Workshop for Banks Registration Opens 11/13
12/7 3-4 pm Extended Coverage Workshop for Credit Unions Registration Opens 11/13

For additional information about client events please contact Melanie Swift at 832-390-2192.

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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, and 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
11/9 9-10:30 am Tracking Review Workshop for Credit Unions Register
11/9 11 am-12:30 pm Tracking Review Workshop for Banks Register
11/9 1-2:30 pm Tracking Review Workshop for Credit Unions Register
11/9 3-4:30 pm Tracking Review Workshop for Banks Register

For additional information about client events please contact Melanie Swift at 832-390-2192.

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