
Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. Donna is an enthusiastic and energetic Certified Master Trainer with over 14 years’ training experience. She has designed and facilitated over 100 training sessions each year with her expertise being the rules for companies and financial institutions when processing specifically ACH electronic payments, then scheduling the training events to facilitate/deliver the material through a variety of venues (webinars, teleseminars, in-person workshops, including regional and national conferences). Donna has over 24 years of experience in the financial services industry which includes 9 years’ experience as the education service director at a Regional Payments Association (RPA), where she managed and facilitated the entire education program for nearly 800 financial institution members. Prior to that, Ms. Olheiser spent 14 years in various departments with the Federal Reserve Bank of Minneapolis and also holds the Accredited ACH Professional (AAP) designation (achieved in 2004).
The ACH Network runs on precision formats, timing, authorizations, monitoring expectations, and rules that define what “acceptable” looks like for every participant. When Nacha updates th…
Industry: Banking and Finance Duration: 120 Minutes Time: 12:00 PM PDT | 03:00 PM EDT
Amendments to the Nacha Operating Rules clarified the roles and responsibilities of Third-Party Senders (TPSs) that use the ACH network. This 90-minute Nacha third-party sender rules webinar expla…
Industry: Banking and Finance Duration: 90 Minutes Time: 12:00 PM PDT | 03:00 PM EDT
Unauthorized transactions reach a financial institution in many forms, and deciding whether to handle them under Regulation E or the Nacha Operating Rules is a common source of confusion and risk.…
Industry: Banking and Finance Duration: 90 Minutes
Every ACH Network participant must comply with the Nacha Operating Rules. This 90-minute webinar reviews two sets of 2024 amendments and what they mean for your ACH operations.
The first set…
Industry: Banking and Finance Duration: 90 Minutes
Federal government ACH reclamations can be hard to process correctly. This 90-minute ACH government reclamations webinar explains how the Green Book adapts the Nacha Operating Rules for federal be…
Industry: Banking and Finance Duration: 90 Minutes
Every participant in the ACH Network must comply with the Nacha Operating Rules. This 90-minute Nacha rules changes webinar reviews the amendments adopted in 2022 and 2023 and how they affect ACH …
Industry: Banking and Finance Duration: 90 Minutes
Like other payment collection systems, remote deposit capture (RDC) is governed by guidance, laws and rules that financial institutions must follow to manage risk and keep their RDC program compli…
Industry: Banking and Finance Duration: 60 Minutes
The Nacha Operating Rules change often, and ACH participants must keep up to stay compliant. This 90-minute Nacha rules changes webinar reviews a set of amendments and Nacha's 2020 ACH Operations …
Industry: Banking and Finance Duration: 90 Minutes
Regulation E sets the rules for electronic payments posting to consumer accounts, including what happens when a transaction is unauthorized. This 90-minute Regulation E basics and error resolution…
Industry: Banking and Finance Duration: 90 Minutes
Every participating depository financial institution, third-party sender and third-party service provider that offers ACH services to an ODFI or RDFI must complete an annual ACH audit by December …
Industry: Banking and Finance Duration: 90 Minutes
Every participant in the ACH Network must comply with the Nacha Operating Rules, and the rules change often. This 90-minute Nacha Operating Rules webinar reviews a set of amendments that took effe…
Industry: Banking and Finance Duration: 90 Minutes
Under Regulation E, financial institutions carry responsibilities and liabilities when unauthorized transactions hit consumer accounts, and consumers carry some liability too. This 90-minute Regul…
Industry: Banking and Finance Duration: 90 Minutes
Financial institutions, third-party senders and third-party service providers must follow the Nacha Operating Rules, which change every year. This 90-minute webinar reviews the rule changes adopte…
Industry: Banking and Finance Duration: 90 Minutes
Nacha Operating Rules apply to every ACH participant, and several amendments took effect in 2020 and 2021, some with dates extended because of COVID-19. This 90-minute Nacha rules webinar reviews …
Industry: Banking and Finance Duration: 90 Minutes
Same Day ACH (SDA) was rolled out in three phases between September 2016 and March 2018, giving Originators and ODFIs the option to send and settle payments on the same day for a small fee. Amendm…
Industry: Banking and Finance Duration: 90 Minutes
Every ACH Network participant must comply with the Nacha Operating Rules. This 90-minute Nacha Operating Rules webinar explains a set of amendments that expanded Same Day ACH, added another proces…
Industry: Banking and Finance Duration: 90 Minutes
ACH exception processing can be confusing, with many exceptions to the rules and details to remember for returns and Notifications of Change (NOCs). This 90-minute webinar simplifies the ACH retur…
Industry: Banking and Finance Duration: 90 Minutes
Nacha approved amendments expanding Same Day ACH functionality that changed day-to-day ACH processing in 2019 and 2020. This 90-minute Nacha rules changes webinar explains those amendments and the…
Industry: Banking and Finance Duration: 90 Minutes
Processing federal government ACH payments differs from the Nacha Operating Rules in important ways. This 90-minute webinar on ACH Death Notification Entries (DNEs) and reclamations explains your …
Industry: Banking and Finance Duration: 90 Minutes
Same Day ACH (SDA) was rolled out in three phases from September 2016 to March 2018, giving Originators and ODFIs a way to have payments sent and settled within one day, for a small fee. Amendment…
Industry: Banking and Finance Duration: 90 Minutes
Under the Nacha Operating Rules, ACH return timeframes have not changed with Same Day ACH, but the extra processing windows give RDFIs the option to settle returns faster. This Same Day ACH return…
Industry: Banking and Finance Duration: 90 Minutes
Same Day ACH ranks among the biggest changes the ACH network has seen. This 90-minute Nacha rules update covers its last implementation phase and how it affects financial institutions and Originat…
Industry: Banking and Finance Duration: 90 Minutes
ACH basics aren't as simple as they used to be, because Same Day ACH has added new options. This 60-minute introduction to ACH payments explains what the ACH network is and gives examples of ACH e…
Industry: Banking and Finance Duration: 60 Minutes