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Learn Successful Implementation of Same Day ACH Rule at August Boot Camp
Wednesday, July 20, 2016 6:20 AM

Presented in Partnership with Southwest Automated Clearing House Association (SWACHA)

The approval of the Same Day ACH rule amendment was announced by NACHA on May 19, 2015. The SDA rule is intended to provide a new, ubiquitous capability for moving ACH payments faster. The rule will enable the same-day processing of virtually any ACH payment while utilizing a balanced approach among originating and receiving financial institutions.

The Same-Day ACH Boot Camp is an intensive one-day event on this important rule change. Attendees will review all aspects of Same-Day ACH and gain the information and tools necessary to review the various phases and associated topics to ensure a successful implementation.

What You'll Learn

  • Rule change details and associated guidance
  • Implementation roadmap criteria
  • Readiness assessment criteria
  • Origination
  • Origination system considerations
  • Client approval, underwriting, risk management and onboarding considerations
  • Disclosures and agreement considerations
  • Settlement and finance cash position considerations

Who Should Attend?
Operations officers and supervisors, ACH operations, branch operations, retail operations, finance and accounting, compliance and risk management,  treasury management, training and development, corporate originators, and third-party senders.

Sessions Available:

Dallas, Aug. 23
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
More information and registration

Little Rock, Aug. 25
Arkansas Credit Union Association
1023 W. Capitol Ave.
Little Rock, AR 72201
More information and registration

Oklahoma City, Aug. 29
Credit Union House
631 E. Hill Street
Oklahoma City, OK
More information and registration

Your Presenter: Tracy L. Marshall, AAP
Tracy MarshallTracy Marshall has more than 26 years of experience in the banking industry and brings expertise in payments and treasury management services and systems to SWACHA. She helps drive SWACHA’s strategic organizational objectives by leading the development and delivery of important payments-related education products and services for members as well as handling member services and support.

A graduate of Lamson College in Tempe, Arizona, and an Accredited ACH Professional (AAP) since 2010, Marshall has been responsible for development and implementation of payments and treasury management departments, products and services, as well as associated education and training programs. During her banking career, she also managed conversions and provided service and support for sales regions and thousands of individual commercial and small business customers.

Need Grant Assistance?
The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation grants manager, at 469-385-6483 for more information.

If you have questions regarding this event, please contact