Event Calendar

Date(s): May 19, 2022

Time: 9:00 AM  MST - 10:30 AM  MST

Expect to see more and more growth in the number of prenotes and micro-entries. Join us to learn the implications, rights, and requirements under Nacha’s new rules, including initiation, handling, and exceptions. With Nacha's new WEB debit account validation rule in place, and the recent passage of related micro-deposits rules, RDFIs can expect to see an increase in the number of micro-entries and prenotes.  Do you know your institution’s rights and obligations? This session will explore the proper initiation and handling of micro-entries and prenotes. Properly handling these items can help to reduce the number of future exception items and reduce headaches. This session will cover:

• Definition of micro-entries and prenotes
• Appropriate uses of micro-entries and prenotes
• Returning micro-entries and prenotes

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Define a micro-entry according to the Nacha rules
• Understand your obligations for using micro-entries to validate accounts
• Explain the account validation options
• Deal with exceptions correctly
• Distinguish between proper and improper usage of micro-entries

TAKE-AWAY TOOLKIT

• One-page quick reference guide on micro-entries
• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits

WHO SHOULD ATTEND?
This informative session is designed for ACH operations staff, AAP candidates, auditors, and compliance staff.
 
This course is eligible for 1.8 AAP/APRP credits.
   
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
 
MEET THE PRESENTER
Michele L. Barlow, AAP, NCP, Macha/PAR
Michele Barlow is the Senior Vice President at Macha/PAR (Everything Payments, Everywhere), with offices in Wisconsin and Maryland. Before joining the Macha team in 2009, Michele spent several years as a corporate trainer in the financial industry.  She is responsible for development and execution of association training and certification programs, conference planning, and member service. Michele is a past member of Nacha’s Blue Ribbon Panel and currently serves on the APRP Oversight Panel, the Payments Institute Board of Regents, and Nacha’s LMS Editorial Board. She is active on other national committees, and a frequent speaker at industry events. She obtained her AAP certification in 2010, her NCP in 2011, and became an NCP Certified Trainer in 2012. Michele holds a bachelor’s from the University of Wisconsin.

THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up

 2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Date(s): May 19, 2022

Time: 1:00 PM  MST - 2:30 PM  MST

Cross selling is key to growth and accountholder retention. This hands-on program will explain what cross selling is, what it is not, and why it is a MUST!  You’ll receive tools, step-by-step instructions, and sample scripts that will expand and enhance your cross-selling skills. It is a proven fact that the more products and services accountholders own, the more loyal they become. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders. Because of these and other market-driven factors, cross selling must become a top priority. However, cross selling for the wrong reason can do more harm than good!  This webinar will provide tools to empower staff to cross sell effectively and intelligently. From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Turn accountholders into your biggest fans – the keys to gaining referrals through cross selling
• Use the “accountholder advocate” approach to intelligent cross selling
• Understand accountholder needs and buying preferences
• Discover the positive impact of effective cross selling on long-term retention

TAKE-AWAY TOOLKIT

• Four foundational tools to build a successful cross-selling platform
• C.L.I.E.N.T. system: easy step-by-step approach to keep cross-selling efforts on track
• Customizable script template to initiate successful cross-selling conversations
• Case study to help you determine and deliver personalized solutions
• Employee training log
• Interactive quiz
• PDF of slides and speaker’s contact info for follow-up questions
• Attendance certificate provided to self-report CE credits

WHO SHOULD ATTEND?
This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.
   
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
 
MEET THE PRESENTER
Tim Tivis, Pinnacle Training Group
Tim Tivis is the founder and CEO of Pinnacle Training Group, which specializes in sales, leadership, business development, and staff performance training. A successful entrepreneur for over 37 years, Tim has established businesses in financial services, data management software, training, and consulting. Tim has developed hundreds of hours of training materials, including three books and six video training series, and has successfully worked with numerous industries, especially banking and financial services. He has written numerous articles, including for the Texas Independent Banker and the Entrepreneurial Exchange. Currently, Tim is an instructor in the Rawls College of Business at Texas Tech University, teaching business development and interpersonal skills development to master’s and undergraduate students.

THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes

• Unlimited connections within your institution to the Live Webinar
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Presenter’s contact info for follow-up

 2. On-Demand Webinar Includes

• Recording of the Live Webinar
• Available two business days following Live date
• Handout and Take-Away Toolkit
• Available on desktop, mobile & tablet
• Free Digital Download, yours to keep
• Share link with anyone at your institution
• Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.