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Education

Upcoming Events Recordings & Demos

MY CU Services offers various opportunities for education through events, webinars, and demos.

Upcoming Events

Overdraft Going Forward: How Do I Keep Some of My Overdraft Income While Keeping Members Happy? Webinar

Jon Weisblatt, VP, corporate and business development, DoubleCheck

April 30, 2024 at 10:00 a.m. ET

CFPB and NCUA are pressing hard for overdraft changes. Credit union leaders across the country are weighing their options. They want to provide members with better service, but they want to do it in a way that doesn’t wreck their profit and loss (P&L). In this session, we’ll review how putting full transparency, control and a fairer fee structure in the hands of members can make members happy, preserve income and satisfy the spirit of what regulators are looking for.

This session will provide an overview of the rules, regulations and guidance for:

  • Review the current overdraft landscape
  • Discuss credit union concerns regarding overdraft reform
  • Provide overdraft options for your credit union to consider

This webinar is designed for credit union management or anyone wishing to learn more about overdraft changes.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Regulations for All Payment Systems Webinar

Macha/PAR Team Macha/PAR

May 21, 2024 at 2:00 p.m. ET

The rules and regulations that govern the United States payments systems exist to protect both financial institutions and their account holders - and there are so many of them! This is your opportunity to learn about how the rules and regulations for ACH, checks, cards and wire transfers intersect or diverge.

This session will provide an overview of the rules, regulations and guidance for:

  • The ACH network
  • Check processing
  • Wire transfers
  • Card payments

This 90-minute webinar is designed for payment professionals, operations staff, compliance staff, NCPs, AAPs or anyone who wishes to learn more about payments regulations.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Road to Recovery: Return Requests and Reversals Webinar

Macha/PAR Team Macha/PAR

June 13, 2024 at 2:00 p.m. ET

We are currently living in the era of authorized credit push fraud…a.k.a. scams! As an ODFI, you must understand your rights and responsibilities to know what steps to take and to attempt to minimize unnecessary loss. RDFIs need to understand what is permissible and what is not. In this session, we will explore when to use a reversal and when to use a request for return of funds.

This session will cover:

  • Reversing files and entries
  • Request for return of funds
  • Case studies

This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about return requests and reversals.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Resolving Errors with Regulation E Webinar

Macha/PAR Team Macha/PAR

July 24, 2024 at 10:00 a.m. ET

Regulation E protects consumers in electronic funds transfers. The error resolution process is one of the most crucial aspects of Regulation E compliance.

This session will discuss:

  • The definition of unauthorized
  • Consumer reporting timeframes
  • Completion of your investigations
  • Scenarios
  • Frequently asked questions

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about Regulation E.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


The I Do’s and I Don’ts of Third-Party Sender Relationships Webinar

Macha/PAR Team Macha/PAR

August 20, 2024 at 2:00 a.m. ET

Every good marriage begins with a foundation of honesty and trust. But does the idea of conducting a Third-Party Sender (TPS) audit have you shying away from commitment? Are TPS agreements and risk assessments keeping you out of the dating game? If so, you are not alone! This session will help to ensure a lasting relationship between you and your Third-Party Sender!

In this session, we will explore:

  • Requirements of TPS agreements
  • Best practices for TPS audits and risk assessments

This 90-minute webinar is designed for payments professionals, operations staff, AAPs, NCPs or anyone who wishes to learn more about third-party sender audits.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


High Wire: Wire Transfer Best Practices Webinar

Macha/PAR Team Macha/PAR

September 19, 2024 at 10:00 a.m. ET

Are your wires crossed when it comes to wire transfers? In this session, you will learn about the participants, flow, governance and exception handling of wire transfers. We will also learn about some security best practices to help protect your organization and your account holders.

This session will cover:

  • Wire participants and flow
  • Wire transfer governance
  • Wire transfer agreements
  • Exception handling
  • Risk management

This 90-minute webinar is designed for payments professionals, operations staff or anyone who wishes to learn more about wire transfers.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Got Fraud? Webinar

Macha/PAR Team Macha/PAR

October 16, 2024 at 2:00 p.m. ET

So, you end up with a fraud situation in a payment system…now what? Let’s take an operational look on how to handle fraud across the payment channels.

In this session we will discuss:

  • Forgeries and alterations in checks
  • Unauthorized ACH entries
  • Card disputes
  • Fraudulent wire requests

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff or anyone who wishes to learn more about payment fraud.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Check Warranties & Indemnities Webinar

Macha/PAR Team Macha/PAR

November 19, 2024 at 10:00 a.m. ET

Understanding the promises and protections that are present in the Uniform Commercial Code (UCC) is crucial to your check processing operations.

This session will cover:

  • UCC Articles 3 and 4
  • Scenarios illustrating key warranties
  • Impact of breaching these warranties

This 90-minute webinar is designed for payments professionals, operations staff, compliance staff, NCPs or anyone who wishes to learn more about check warranties and indemnities.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register



How Do I Return That? Webinar

Macha/PAR Team Macha/PAR

December 12, 2024 at 2:00 p.m. ET

Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? Knowing your rights and responsibilities under the rules will help you reduce the risk of potential loss for your institution.

This session will cover:

  • All returns
  • Dishonored returns
  • Contested dishonored returns
  • When the returns should be used

This 90-minute webinar is designed for ACH professionals, ACH operations staff, AAPs or anyone who wishes to learn more about ACH returns.

There is no fee to attend this educational webinar; however, registration is required. Due to this program being offered free of charge, there will be no refunds issued. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

Register


Recordings and Demos

Let's Agree To Agree – ACH Origination Agreements Webinar

The Nacha Operating Rules mandate that ODFIs have agreements in place that bind Originators, Third-Party Senders and Third-Party Service Providers to the ACH Rules. Do you understand what these agreements really mean? This session will help to ensure that your financial institution is not exposed to undue risk due to lack of understanding or poorly crafted ACH agreements.

View Webinar Recording (1 hour 38 min)

Download Handout PDF


Work It Out! Exception Handling Webinar

Do you wish you were more exceptional at handling exceptions? Do you understand what an exception is and the requirements around them? Join us to gain a better understanding of exception handling. During this session, we’ll discuss the most frequently asked questions regarding check, card and ACH exceptions.

View Webinar Recording (1 hour 30 min)

Download Handout PDF


Food for Thought: Check Fraud Webinar

Dealing with the big three of check issues of forgeries, alterations and counterfeit checks are some of the most challenging situations a financial institution can encounter. These issues have a very narrow return window and no adjustment options. Does your financial institution understand your obligations and options when it comes to handling these complicated situations?

View Webinar Recording (1 hour 30 min)

Download Handout PDF


2024 ACH Rule Changes and Updates Webinar

It’s that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions that process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2024. Join Andi as she reviews current and upcoming Nacha Rules.

View Webinar Recording (1 hour 10 min)

Download Handout PDF


Return To Sender - Selecting Relevant Return Reason Codes Webinar

Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? In this session, we will cover all of the return, dishonored return, and contested dishonored return codes, and when they should appropriately be used. Knowing your rights and responsibilities under the Rules will help you reduce the risk of potential loss for your institution.

View Webinar Recording (1 hour 37 min)

Download Handout PDF


P2P Doesn't Have to Mean Faster Fraud Webinar

Some of the most common questions asked by financial institutions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, the questions have to do with fixing something that went wrong. These problems include fraud, incorrect account numbers, and buyer’s remorse, all of which can result in financial losses for your organization. Don’t miss this chance to learn about the unique features of P2P transfers via the ACH network.

View Webinar Recording (1 hour 37 min)

Download Handout PDF


To Ask or Not to Ask? That is the question - Return Request or Reversal Webinar

Is it better to ask permission or forgiveness? In the ACH Network, always ask permission. Join this educational session to learn more about the differences between properly initiated reversals and return request situations.

View Webinar Recording (1 hour 32 min)

Download Handout PDF


FAQ: Exception Handling Webinar

Do you wish you were more exceptional at handling exceptions? During this session, we’ll discuss the most frequently asked questions regarding share draft, card, and ACH exceptions.

View Webinar Recording (1 hour 36 min)

Download Handout PDF


Ace Your Audit – RDFI Webinar

All financial institutions must conduct an annual ACH audit. During this educational session, we will cover the NACHA Operating Rules’ audit requirements that are specific to the receipt of ACH transactions that are needed for you to ace your RDFI ACH audit. We will emphasize areas of high risk to RDFIs including return timeframes, posting and exception processing.

View Webinar Recording (1 hour 34 min)

Download Handout PDF


Card Disputes Master Class Webinar

Card disputes can take on a life of their own. There are dates to remember, credits in and out, chargeback rights, regulations…how does anyone stay on top of it? This session will give an in-depth look into the card dispute process from start to finish, with several examples of transactions and scenarios.

View Webinar Recording (1 hour 34 min)

Download Handout PDF


Learn More About Our Managed IT Services Webinar

MY CU Services has teamed up with CU*Answers to offer an entire suite of IT solutions to equip your credit union with the necessary resources to keep your information technology functions running smoothly. These services include workstation and server management, email management, network infrastructure management, backups and business continuity and support services. Learn more by attending this educational webinar with CU*Answers’ vice president of managed technology sales, Matt Sawtell.

View Webinar Recording (26 min)

Download Handout PDF


A Deep Dive into FedNow Service Features and 24/7/365 Operations Webinar

Deepen your knowledge of the FedNow Service features and capabilities to prepare your credit union for 24/7/365 operations. Join Stephanie Miracle, director of FedNow product management, who will cover important operational topics that are top of mind for credit unions including release one features, reconcilement, accounting changes, reporting, liquidity management, fraud and risk mitigation and how to work with your service provider. Operations, technology and business development staff alike will find this webinar particularly valuable, as they consider tactical next steps to convert to always-on payment operations.

View Webinar Recording (1 hour 4 min)

Download Handout PDF


But First We Verify - Proper Use of Micro-Entries and Prenotes Webinar

Does your institution know your rights and obligations regarding micro-entries and prenotifications? In this session, we will explore the proper initiation and handling of micro-entries and prenotes. Properly handling these items can help to reduce the number of future exception items and future headaches.

View Webinar Recording (1 hour 39 min)

Download Handout PDF


Regulations for All Payment Systems Webinar

The rules and regulations that govern the U.S. payments systems exist to protect both financial institutions and their account holders — and there are so many of them! This is your opportunity to learn about how the rules and regulations for ACH, checks, cards and wire transfers intersect or diverge.

View Webinar Recording (1 hour 39 min)

Download Handout PDF


Protect Yourself -The Proper Handling of Government Reclamations and Garnishments Webinar

The improper handling of Death Notification Entries (DNE), Government Reclamations and Garnishments can expose financial institutions to potential significant dollar losses. This session will cover the proper procedures for handling ACH Government Reclamations and the garnishment of accounts receiving federal government ACH benefit payments.

View Webinar Recording (1 hour 46 min)

Download Handout PDF

Download Q&A Handout PDF


Speedy, Safe, Secure, Smart: Which Faster Payment is the Right One for You? Webinar

With so many options for faster payments, how do you choose what is the right option for you? In this session, we'll explore the myriad of new and emerging payment types/networks and discuss the steps your institution should take to keep up!

View Webinar Recording (1 hour 39 min)

Download Handout PDF


2023 ACH Rules Update Webinar

Let's get a jump on 2023! The ACH Network is constantly evolving and updating the Rules. Join us to hear what's happening in 2023 and the steps your organization needs to take to be prepared.

View Webinar Recording (1 hour 46 min)

Download Handout PDF


Everything You Need to Know About IAT Entries Webinar

International ACH Transactions (IAT) have specific handling requirements which are mandated by the Nacha Operating Rules and OFAC. This session will give you step by step procedures on how to handle your IAT entries, focusing on suspect and return entries. Proper handling of IATs can save your financial institution time and money along with minimizing your risk.

View Webinar Recording (1 hour 10 min)

Download Handout PDF


Is Your Organization Ready for the FedNow Service in 2023? Webinar

Will your organization be ready to capitalize on instant payments when the FedNow Service arrives in 2023? This service will enable financial institutions and other service providers to offer innovative instant payments solutions that support a broad range of transaction types and use cases for businesses and consumers alike. Join Joni Hopkins, vice president of Federal Reserve Financial Services, to learn about the FedNow functionality, use case opportunities and research on U.S. instant payments demand. Plus, learn about resources available today to help your organization embrace instant payments transformation with an actionable strategy for FedNow Service implementation.

View Webinar Recording (1 hour 8 min)

Download Handout PDF


ACH for P2P Transfers: Perils & Protections Webinar

Some of the most common ACH questions pertain to consumer person-to-person (P2P) transfers via the ACH Network. Most often, questions have to do with fixing something that went wrong. These problems include fraud, incorrect account numbers and buyer’s remorse, all of which can result in financial losses for your organization.

View Webinar Recording (1 hour 19 min)

Download Handout PDF


Validate and Verify! The Proper Use of Micro-Entries and Prenotes Webinar

With Nacha's new WEB debit account validation rule in place, RDFIs can expect to see an increase in the number of micro-entries and prenotes received. Does your institution know your rights and obligations? In this session, we will explore the proper initiation and handling of micro-entries and prenotes. Properly handling these items can help to reduce the number of future exception items and reduce future headaches.

View Webinar Recording (1 hour 2 min)

Download Handout PDF


How to Be the Amazon Prime of Checking

Consumers have shown that they love to buy and pay for services on a subscription basis (think Amazon Prime, Netflix, Costco and Spotify). Nearly every major industry dealing directly with consumers has adopted this pricing model… except the banking industry.

View Webinar Recording (57 min)

Download Handout PDF


Reimagining Your NSF Program

Are you feeling the pressure to make changes to your overdraft and NSF programs, including lowering or eliminating fees? What does the future hold for financial institutions as legislators look to crack down on “exploitative and excessive” overdraft fees? As more and more financial institutions are evaluating their options, now is the time to see how DoubleCheck’s patented solution can make a difference at your credit union.

View Webinar Recording (1 hour)

Download Handout PDF


2022 ACH Rule Changes and Updates

It’s that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions that process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2022. Join Jessica as she reviews current and upcoming Nacha rules.

View Webinar Recording (1 hour 14 min)

Download Handout PDF


New ACH Meaningful Modernization Rules Webinar

The new ACH Meaningful Modernization Rules go into effect on September 17, 2021. This educational webinar aims to provide a thorough understanding of these changes, the impact to your credit union and what you need to do to remain compliant with these amendments.

View Webinar Recording (59 min)

Download Handout PDF


Spring Refresher for the Resource Center

Spring is a great time to refresh our memories on all the wonderful features and functionality of the bill payment Resource Center. The bill payment Resource Center is stocked full of items your credit union can use for marketing and communication materials to get your members to enroll in online bill payment and keep them using your service. And it’s easy to get started! Join our Resource Center experts, as they spring into action and demo the latest and greatest customizable email campaigns and more.

View Webinar Recording (43 min)

Download Handout PDF


2021 ACH Rule Changes and Updates

It’s that time of year, time to review the upcoming rules changes for ACH. Nacha Operating Rules need to be followed by all financial institutions who process ACH transactions. This webinar will provide the details your credit union needs to stay informed on the ACH payment requirements and remain in compliance with all the changes in 2021. Join Jessica as she reviews current and upcoming Nacha rules.

View Webinar Recording (1 hour 32 min)

Download Handout PDF


Share Draft Rewards Program Webinar

Generate more fee income for your credit union while providing more savings and rewards for your members. Sound too good to be true? Vizo Financial has partnered with StrategyCorps to offer a share draft rewards program that does just that! In this session we will walk through a live demonstration of the rewards program and how it works.

View Webinar Recording (1 hour 32 min)


Explore the Benefits of PayMōli

Join us for this webinar to explore the features and functionality of MY CU Services’ payment solution, PayMōli. PayMōli is a brandable P2P app that's safe, easy to implement, and cost-effective. With PayMōli, it’s simple for your credit union members to send money to anyone, anytime, using their iOS or Android smartphone or tablet. We’ll also walk through a live demonstration of the PayMōli app.

View Webinar Recording (1 hour 16 min)

Download Handout PDF


Decoding ACH Return Codes

ACH returns are a typical part of every credit union’s day-to-day tasks. But do you ever wonder to yourself, “um…what return code is this again?” It’s ironic, isn’t it? Here we are, trying to decode the codes we need to use to return an ACH payment. The truth is, they can be a bit confusing sometimes. Not to worry, though, because this session is meant to provide you with a better understanding of return codes so you don’t have to second guess yourself every time.

View Webinar Recording (1 hour 15 min)

Download Handout PDF


Combatting Check Fraud

If you thought that fewer checks meant less fraud, guess again. Check fraud is still a major source of pain for credit unions, despite competing against new forms of payment. The real question is, how can your institution stop it from happening? Join Jim Bray as he takes a look at different methods, regulations and best practices for combatting check fraud.

View Webinar Recording (56 min)


Mobile Banking & Mobile Capture Demo

Want to see the Mobile Banking and Mobile Capture systems in action, but missed the webinar? Watch here!

View Webinar Recording (34 min)


OneClick Demo

Check out MY CU Services' innovative OneClick electronic bill payment solution, which combines a seamless online experience with our proven bill payment infrastructure.

View Webinar Recording (49 min)