Key Learning Objectives

The JMFA Academy Advanced Program Management sessions focus on providing you with solutions to real-world overdraft program challenges through expert insight and interactive group discussions. We cover a wide range of overdraft program topics relating to management, compliance, reporting and account-holders to help you get the most out of your overdraft program. Participants will gain the knowledge and skills necessary to:

  • Understand regulatory compliance and best practices related to overdraft privilege (Regulations DD and E)
  • Identify key performance indicators of a successful overdraft program
  • Use analytics and reporting capabilities to set realistic goals and improve problem-solving strategies
  • Establish effective employee education initiatives for greater program understanding
  • Implement the ABCs of a successful account holder communications strategy
  • Avoid Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) violations
  • Prepare for successful regulatory exams

Participants will also have the opportunity to earn up to 9 CPE credits. Learn More

JMFA Academy Advanced Program Management is ideal for:

  • Overdraft Privilege Managers
  • Collections Representatives
  • Senior Managers who oversee JMFA OVERDRAFT PRIVILEGE® program
  • Compliance Officers/Compliance Analysts
  • Risk Officers/Risk Management
  • Operations Officers
  • Retail Banking Directors


For more information, to provide feedback or if you have questions, please contact Melanie Swift at
832-390-2192 or email her.


“I learned about additional reports that can help increase our profits from the overdraft program along with tools to help reduce our charge-off amounts. In addition, compliance information was valuable.”

–Stephanie Woodridge-Martinez
Member Service Representative/OPA
Cal-Com FCU (Port Lavaca, TX)


JMFA Training Center

1415 North Loop W., Suite 500
Houston, TX 77008