Program

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

Our Academy Advanced Program Management is ideal for:

  • Overdraft Privilege Managers
  • Collections Representatives
  • Senior Managers who oversee the 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.

2024 ACADEMY DATES


Credit Unions: April 16-18 (FULL)

Banks: May 14-16

OVERVIEW
PROGRAM
SPEAKERS
CPE CREDITS
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