What You'll Learn
Ready to go live with FedNow®? This session walks you step-by-step through the FedNow® onboarding journey—from paperwork to production. The Payments Professor will explain what financial institutions need to know to successfully connect, test, and launch instant payments using the FedNow® Service. You’ll learn about the roles of onboarding managers and service providers, the necessary agreements (OC 8, OAL, EUAC), testing requirements, API access, and how to configure profiles, connections, and participation types (Send/Receive, Receive Only, LMT, Settlement Only). Perfect for institutions preparing to join the FedNow® network or supporting clients who are.
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
You Might Also Like
Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands
Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews
Effectively managing debit card disputes is essential to Regulation E compliance and minimizing avoidable losses. This session explores best practices for investigating claims, determining liability, and asking the right consumer questions based on the specific dispute scenario. Key Takeaways: ...
Instructor: Terri Sands
Many financial institutions struggle with effectively setting exposure limits for ACH and RDC clients. This session covers exposure as defined by NACHA Rules, understanding what type of calculation works best, and best business practices for avoiding setting limits too high or too low. This webin...
Instructor: Terri Sands
More and more community banks are looking to add in-house credit card programs to their banking product line-up. The reasons are many, including improved customer service and experience, local support, multi-product customer engagement, consumer “wallet share”, increased net interest margin, and...
Instructor: Rebekah Leonard