Capitalizing on the Strategic Value of ACH
Instructor:
David Peterson
Product ID: 705308
- Duration: 60 Min
Why Should You Attend:
In this webinar, attendees will discover:
- Why many FIs are not using ACH as a strategic element of business services
- ACH best practices
- Specific strategies that make ACH an integral part of cash management / treasury services
- The relationship between ACH and other payment systems
- Specific pricing strategies
Learning Objectives:
- Understand strategic nature of ACH
- Understand how ACH is a sticky application that binds ACH originators to FIs
- How to separate actual ACH risk from perceived ACH risk
- Understand marketing limitations and how to overcome them
- Understand regulatory limitations and how to overcome them
Areas Covered in the Webinar:
- Current status of ACH
- Why ACH is a strategic element of cash management/ treasury services
- Marketing issues limiting ACH success
- Regulatory issues limiting ACH success
- Strategies for ACH success
- How Same-Day ACH debits will affect originators and FIs
Who Will Benefit:
- Banking Operations Managers and Staff
- Compliance and Risk Professionals
- Treasury Management Professionals
- Aspiring and Current AAPs (Accredited ACH Professionals)
- Payroll Processors
- Company / Business Owners (Originators)
- Banking Managers/ Supervisors
- Third-Party Service Providers and Third-Party Senders
- Audit and Compliance Personnel/Risk Managers
- Financial Institutions Professionals:
- Risk/compliance officers
- Internal audit
- Operations
- Treasury management
- Credit risk managers
- Loan officers
- Accredited ACH Professionals
- 1.8 AAP continuing education credits
- FI Operations
- FI Marketing
- Cash Management/Treasury
David Peterson
Chief Strategic Office, i7strategies
Payments expert David Peterson is chief strategic officer of i7strategies, an independent consulting firm focused on education, consulting, and strategic planning. Mr. Peterson is a former community banker and the original founder of Goldleaf Technologies, a leading provider of electronic payments solutions. He serves on the board of Citizens Community Bank in Valdosta GA and is a frequent speaker at regional and national association meetings. He is also on the faculty of the Graduate School of Banking at the University of Colorado. While recognized nationally as a FinTech pioneer in electronic banking, he has also earned a reputation for his easy-to-comprehend content and dynamic presentation style.
Refund Policy
Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).
