Feb 10, 2026
Missteps in ACH tax refund posting create costly liability risks and expose your institution to unnecessary losses.
This session clarifies the nuanced rules governing ACH tax refund postings and liability allocation by breaking them down into simple, actionable steps. Strengthen compliance, reduce exposure, and align your operations with regulatory best practices before the next tax season begins.
February 10, 2026
11:00 am - 12:00 pm EST
Are you confident in your team's process for handling ACH tax refunds? Join us for an essential session to gain complete clarity on posting procedures and crucial liability allocation. We'll break down the complex rules into simple, actionable steps, ensuring your team posts refunds accurately and on time, every time. Most importantly, you will walk away with a crystal-clear understanding of where and when liability shifts regarding ACH tax refunds, allowing you to effectively manage risk and reduce exposure.
This Webinar Appears In: ACH Specialist Series
KEY WEBINAR TAKEAWAYS:
Michele Barlow
PaymentsFirst
Michele Barlow is Executive Vice President of Education at PaymentsFirst, leading the development and delivery of training and certification programs for members across the midwest, mid-Atlantic, and southeast regions of the U.S. Reflecting her continued commitment to professional growth and payments expertise, she holds several accreditations, including AAP (2010), NCP (2011), APRP (2022), and AFPP (2025). Michele serves on Nacha’s Payments Institute Board of Regents, APRP and AFPP Oversight Panels, and the NCP Editorial Board. She is also active on other national committees, and a frequent speaker at industry events. She joined PaymentsFirst in 2009 after working as a corporate trainer and holds a bachelor’s degree from the University of Wisconsin.
WHO SHOULD ATTEND?
TAKE-AWAY TOOLKIT
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.
Live Webinar - $279
On-Demand Webinar - $279
Live + On-Demand - $379
Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank