Event Calendar
The New ACH Rules on Prenotification & Micro-Entries Webinar
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
- 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
- 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
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.
ACH for P2P Transfers: Perils & Protections, recording available
Enhanced Due Diligence & Risk Assessment of ACH Customers, Wednesday, May 25, 2022
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

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
- 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
Building a Successful Cross-Selling Platform Webinar
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
- 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
This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.
Images, Video, Audio: What's New & Next for Social Media Platforms?, Wednesday, October 12, 2022
Social Media: Paid, Owned, Earned, Wednesday, November 16, 2022
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

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
- 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