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Client Training Events

HELPING YOU TAKE YOUR PROGRAM TO THE NEXT LEVEL.

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.

Viewpoints Webinar Series

for JMFA OVERDRAFT PRIVILEGE® clients
Register for one of our upcoming webinar events which address emerging issues and topics related to overdraft services. From compliance and market trends to company news and updates, the JMFA team will provide you with valuable insight into how to maintain a successful overdraft solution and strategy.

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Webinar: Introduction to JMFA Advantage

for JMFA OVERDRAFT PRIVILEGE® Clients
Learn more about JMFA Advantage, the all-new portal that gives you easy access to the tools and resources to manage your overdraft strategy. From navigation to new features and upcoming releases, you’ll discover ways to gain efficiencies and program management.

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Webinar: Tracking Document 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.

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Webinar: Extended Coverage Workshop

for JMFA OVERDRAFT PRIVILEGE® Clients
This webinar is ideal for your front-line staff as they will need to be able to explain how your overdraft service works. It’s an excellent follow-up for your team members that have attended previous training sessions. We dive deeper into Regulation E and focus on understanding the differences between standard and extended coverage. We will also address how to avoid compliance issues and offer practical tips for explaining overdraft protection options to account holders.

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Webinar: Overdraft Privilege Communication Workshop

for JMFA OVERDRAFT PRIVILEGE® Clients
This 60-minute webinar will help front-line staff effectively communicate the details of your overdraft service to account holders. In this session, you will gain knowledge about standard overdraft coverage and extended overdraft coverage. As a complement to our full-length training, this program reinforces essential principles to improve communication and help overcome challenges when it comes to explaining the program to account holders.

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5-Part Webinar Series: Key Aspects of Reporting & Automation Tools

for JMFA OVERDRAFT PRIVILEGE® Clients
Whether you are a new user or are interested in additional training on key aspects of JMFA’s applications, you’ll learn the ins and outs of JMFA Advantage and more to help you further enhance your program results. From basic navigation and imports, to letter generation, calls, handling charge-offs, and running reports—our weekly Wednesday webinar series will tackle these topics and more. We’ll also allow ample time for Q&A with our facilitators at the conclusion of each session.

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