Agenda

Oct 2, 2026
11:00 am - 12:30 pm EST

Financial institutions regularly hire new staff due to retirement, promotion, or other types of turnover. As part of their comprehensive training, new employees must achieve a basic understanding of various payment systems. This session is designed to give new operations staff that baseline knowledge. It will address checks, ACH, cards, and wire participants, plus rules and key considerations for all staff. After this session, attendees will be more confident in answering accountholder transaction inquiries.

Topics

KEY WEBINAR TAKEAWAYS:

• Basic transaction flow for ACH, card, wire, and check payments, including how they may affect funds availability for your accountholders
• Options for accountholders wanting to send or receive funds into your financial institution
• How to use our key takeaways to jump start internal information sharing about when transactions post, cutoff times, unauthorized and stop payment requests, and identifying key contacts for additional questions within your organization

This course is eligible for 1.8 AAP/APRP credits

Speaker(s)

Kimberly Ellis, AAP, APRP
UMACHA

Kimberly Ellis is the Director of Education Services for UMACHA where she provides training and support for financial institutions in the areas of payments and risk management. She graduated from Western Illinois University with a Bachelor of Arts degree in Economics. She holds the Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP), and National Check Professional (NCP) Certification. She spent 17 years working in community banks in Southeast Iowa before joining UMACHA in 2020. She has experience working with deposit operations and compliance, risk management, and support for corporate ACH originators.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

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.

Association Contact