Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration.

  • Monday, December 9, 2024

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

Does your sales team fully understand the ACH services offered by your financial institution and the risks associated with them? Are you prepared to address client concerns about ACH security, fraud prevention, and rule changes? This webinar will provide insights into the NACHA Operating Rules, ACH risk mitigation, and strategies for selling ACH-related solutions in a way that builds trust and reduces potential exposure for clients.

Topics to be covered include:

  • Overview of ACH Services in Treasury Management
  • Understanding ACH-Related Risks from a Sales Perspective
  • NACHA Operating Rules: Key Changes and What They Mean for Sales
  • Selling ACH Services with a Focus on Security and Compliance
  • ...and much more!

Instructor

Wespay / VP – Education and Events Carmen Murphy

Carmen is responsible for creating and delivering payments education and training to Wespay members. She also assists members who call for help on our Payments Hotline and is a host on our Payments Perspective Podcast. Prior to joining Wespay, Carmen spent 24 years in the financial industry. She has experience at both banks and credit unions, in jobs ranging from front-line to back-office operations. This includes over eight years managing payment operations teams including deposit operations, cash management, project implementation, and credit cards. Additionally, she volunteered with Wespay on the Member Advisory Council for seven years and served as the council Chair during that time.

Credits

1.0 CPE Credits & 1.2 AAP Credits