Objectives

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

CONTACT US

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

LEARN ABOUT RECENT SESSIONS

“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)

LOCATION

JMFA Training Center

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

AREA INFORMATION

AIRPORTS
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