Donna K Olheiser
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).
Live Webinars
Chronicles
By: Donna K Olheiser
Recorded Session
What Are Ach Payments, How Do They Work And What Does That Mean - Essentials Of Ach Payments
The ACH fundamentals aren’t so simple anymore. With Same Day ACH, there are options. In this training session, we will help attendees identify what is ACH network and examples of ACH electro…
Industry: Banking and Finance Duration: 60 Minutes
By: Donna K Olheiser
Recorded Session
2018 NACHA Operating Rules: An Update on Changes Ahead
Same Day ACH has been one of the largest changes to the ACH network and Phase 3 is the last part being implemented in March of 2018. How does Phase 3 affect a financial institution or even an Orig…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Simplifying ACH Returns - Faster Returns in a Same-Day Environment
According to the NACHA Operating Rules, the ACH Return process with current timeframes will remain the way it has been even though we are in the midst of the three-phase implementation of Same Day…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Exploring the newly approved Amendments to Same Day ACH (SDA)
Same Day ACH (SDA) was implemented in three phases, beginning Sept of 2016 and ending in March 2018. With this new option in the ACH Network it gave the Originator and ODFI an opportunity to…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
ACH Death Notification Entries (DNEs) & Reclamations: Your Banks Liability
This 90-minute session will discuss details about how processing federal government payments differ from the NACHA Operating Rules. You will learn what the green book is and how this valuable on-l…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
2019/2020 NACHA Rules Changes: Impacts to your Business Practices, Payments Strategies, and Industry Initiatives
Recent approved amendments to the NACHA Operating Rules include expanding Same Day ACH functionality. These changes will affect day-to-day ACH processing in 2019 and 2020.Included will be details …
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
ACH Exception Processing - All you need to know about Returns & NOCs in 2020
Rules compliance can be confusing and when doing ACH Returns or NOCs, there are so many exceptions to the rules and so many things to remember. This webinar will help clear up that confusion by ma…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
NEW - NACHA Operating Rules 2020 and Beyond!
Each participant in the ACH Network is required to be in compliance with the NACHA Operating Rules. This session will provide the details on the recently approved amendments on enhancing Same Day …
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Discover the Impact of SDA (Same Day ACH) with Changes in 2021
With SDA fully implemented and due to a recently approved amendment to the Rules, SDA is expanding with a third window for processing SDA transactions and the dollar limit is increasing for a sing…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Updates to the NACHA Operating Rules in 2020 and 2021
The NACHA Operating Rules are always changing, and updates have recently been made due to the current COVID-19 situation! There are six ACH Operations Bulletins posted by Nacha in 2020; four of th…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
New NACHA Operating Rules Changes 2021 and Beyond!
As a financial institution, a third-party sender, or a third-party service provider, you must follow the NACHA Operating Rules each year – they are always changing! This webinar will provide…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Regulation E - Basics and Error Resolution
Financial institutions have responsibilities and liabilities under Regulation E for consumer accounts when there are unauthorized transactions. However, the consumer account holder has some liabil…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Updates to the NACHA Operating Rule Changes 2021 and 2022
The NACHA Operating Rules are always changing, updates have recently been made and continue to be in place due to the current COVID-19 situation! There are six ACH Operations Bulletins posted by N…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Conducting Your 2022 Annual ACH Rules Compliance Audit - a Step-by-Step Guide
This session will cover “step-by-step” the audit process and requirements for each participant conducting an annual ACH audit, to help ensure their compliance with the Nacha Operating …
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Discovering Regulation E: The Basics & Error Resolution
In this 90-minute session, the basics of Regulation E will be covered, which includes some basic definitions, such as consumer account and access device.
We will also discuss and define…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
NEW Nacha Rule - Third-Party Sender (TPS) Roles and Responsibilities
Recent updates to the Nacha Operating Rules are further clarifying the Roles and Responsibilities of Third-Party Senders (TPSs) who use the ACH network. The purpose of the update is to expli…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Nacha Rules Changes and Updates for 2023 and the Future!
The NACHA Operating Rules are always changing, updates have recently been made and continue to be in place due to the current COVID-19 situation! Four ACH Operations Bulletins posted by Nacha in 2…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Remote Deposit Capture (RDC): Rules and Regulations - Legal and Compliance Requirements
Remote Deposit Capture (RDC), just like other payment collection systems has guidance, laws, and rules that are required for a financial institution to utilize to help mitigate the risks involved …
Industry: Banking and Finance Duration: 60 Minutes
By: Donna K Olheiser
Recorded Session
RECENT Nacha Rules Changes 2022/2023: Discover the Impacts of Changes and Ensure Your Rules Compliance
Each participant in the ACH Network is required to follow the Nacha Operating Rules and be compliant. There were several NEW amendments recently passed (in 2022 – in case you missed th…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
NEW Reclamation Process (effective 1-1-23) with ACH Federal Government Reclamations, plus guidance on Misdirected Payments and DNEs (Death Notification Entries)
Processing ACH Reclamations from the Federal Government can be challenging! Chapter 5 of the Green Book has been updated making it mandatory for Financial Institutions to respond to all recl…
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
NEW Nacha Operating Rules Changes in 2024
Each participant in the ACH Network is required to follow the Nacha Operating Rules and be compliant.
Minor topics changes included within these updated Rules:
- General Rule …
Industry: Banking and Finance Duration: 90 Minutes
By: Donna K Olheiser
Recorded Session
Unauthorized Transactions – Reg E vs Nacha Operating Rules
Unauthorized transactions come in many different forms, when returning using Reg E or the Nacha Operating Rules can be confusing. Discussion will include what, why, and when while processing unaut…
Industry: Banking and Finance Duration: 90 Minutes