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August 5, 2021
12:00PM - 1:30PM

Audits: Put the "A" Back in ACH & Quit the Paper

Webinar

Under the Nacha Operating Rules, a yearly audit is required to remain compliant. With changes to the Rules, the removal of Appendix Eight and the impacts of COVID-19, financial institutions have more to be aware of when it comes to preparing for audit season.

As the world advances and hybrid environments emerge, you need to ensure your FI’s operations remain top notch. What new procedures and technologies are available to help? Who can you turn to for assistance?

Join audit experts for a look at the changing face of audits. Topics include the process your FI should take to prepare, incorporating the audit Rule requirement changes and how you’ll be audited for it, how to handle WSUDs being telephonic now and more.

Gain Knowledge & Understanding:

  • Learn from real-life case studies pertaining to audits.
  • Discover new ways to effectively use your reporting system tools.
  • Get tips and tricks for conducting remote audits, including managing Zoom and exit meetings.
  • Find out what processes you should automate.
  • Understand why being paper intensive has consequences.
  • Embrace technology advances in a post-COVID environment.

SPEAKERS

Pamela T. Rodriguez, AAP, CIA, CISA
Senior Vice President, Professional Services, Southern Financial Exchange

Jennifer Kline, AAP, APRP, NCP
Director, Audit Services, EPCOR

AAP/APRP Credits 1.8

Webinar Cost:
Member Price: $250
AAP/APRP:  $230
Non-Member Price: $330

SFE Education Club = 10 Credits

Click Here to Register!

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 08/05/2021 12:00 PM 08/05/2021 01:30 PM false Audits: Put the "A" Back in ACH & Quit the Paper Under the Nacha Operating Rules, a yearly audit is required to remain compliant. With changes to the Rules, the removal of Appendix Eight and the impacts of COVID-19, financial institutions have more to be aware of when it comes to preparing for audit season. As the world advances and hybrid environments emerge, you need to ensure your FI’s operations remain top notch. What new procedures and technologies are available to help? Who can you turn to for assistance? Join audit experts for a look at the changing face of audits. Topics include the process your FI should take to prepare, incorporating the audit Rule requirement changes and how you’ll be audited for it, how to handle WSUDs being telephonic now and more. Gain Knowledge & Understanding: Learn from real-life case studies pertaining to audits. Discover new ways to effectively use your reporting system tools. Get tips and tricks for conducting remote audits, including managing Zoom and exit meetings. Find out what processes you should automate. Understand why being paper intensive has consequences. Embrace technology advances in a post-COVID environment. SPEAKERS Pamela T. Rodriguez, AAP, CIA, CISASenior Vice President, Professional Services, Southern Financial Exchange Jennifer Kline, AAP, APRP, NCPDirector, Audit Services, EPCOR AAP/APRP Credits 1.8 Webinar Cost:Member Price: $250AAP/APRP:  $230Non-Member Price: $330 SFE Education Club = 10 Credits Click Here to Register! ----