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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: Compliance & Product Updates

10/10/20232:00 pm - 3:00 pm

Join us for a quarterly update on overdraft compliance issues and other product updates.

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Tracking Document Review Workshop for Banks

10/12/202311:00 am - 12:00 pm

Review key program tracking components, identify areas for improvement, and peer comparisons.

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Review key program tracking components, identify areas for improvement, and peer comparisons.

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Extended Coverage Workshop for Banks

11/7/20239:00 am - 10:00 am

Learn how to avoid Regulation E compliance issues and discover tips for discussing overdraft options with customers.

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Extended Coverage Workshop for Credit Unions

11/7/202311:00 am - 12:00 pm

Learn how to avoid Regulation E compliance issues and discover tips for discussing overdraft options with members.

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Extended Coverage Workshop for Banks

11/7/20231:00 pm - 2:00 pm

Learn how to avoid Regulation E compliance issues and discover tips for discussing overdraft options with customers.

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Learn how to avoid Regulation E compliance issues and discover tips for discussing overdraft options with members.

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Understand how to effectively communicate the service to members and answer difficult questions and objections.

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Understand how to effectively communicate the service to customers and answer difficult questions and objections.

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Understand how to effectively communicate the service to members and answer difficult questions and objections.

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Understand how to effectively communicate the service to customers and answer difficult questions and objections.

Learn More

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