ACH Receiving 101

with
Kim Ellis, Jennifer Miller, and Jason Johnson
Live Session
From $189.00
  • July 20, 2022, 12:30 pm   EST
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.
This session is a part of the ACH Bootcamp: A 5-Part Series.

ACH experts Kim Shacklett, Jennifer Miller, and Jason Johnson will explain the responsibilities of financial institutions that receive ACH transfers. You will learn how to handle both routine and complex transactions.

Topics Covered

  • What are the responsibilities of receiving financial institutions?
  • How are SEC codes used?
  • What does ACH file content reveal? How is it formatted?
  • How should you handle exceptions?
When:
Wednesday, July 20, 2022; 12:30 PM Eastern
Scheduled for 60 minutes including question and answer period.

Training Overview

Learn the details of receiving ACH transfers in 2022. Master processing requirements and procedures.

Receiving ACH transfers requires much more than sitting idly by and waiting for funds to appear in your clients’ or members’ accounts. You must understand how to handle exceptions, use standard entry class (SEC) codes, and complete transaction flows. Updated rules for 2022 require revisions to your policies and practices.

  • What are the responsibilities of receiving financial institutions?
  • How are SEC codes used?
  • What does ACH file content reveal? How is it formatted?
  • How should you handle exceptions?

We are offering the ACH Bootcamp: A 5-Part Series here.

Who Should Attend?

  • ACH operations staff
  • Operations managers
  • Operations training staff
  • Backup operations staff

Expert Presenters

Kim Ellis

  • Director of Education at UMACHA
  • 17 years of banking experience, focusing on deposit operations and compliance management
  • AAP
  • Works with business customers in the community bank market
  • Provides assistance and support for ACH and cash management services

Jennifer A. Miller

  • Director of Training at UMACHA
  • 25 years of baking experience, most recently in software product management, design, and consulting
  • AAP
  • Works with financial institutions and corporations to provide education and training on electronic payments
  • Focuses on balancing regulation with managing market expectations in innovative ways

Jason Johnson

  • Associate Director of Education Services at UMACHA
  • Over five years of community banking experience
  • Background as a teller and bookkeeper
  • Degree in accounting

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For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.