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In 2010, the overdraft landscape was decidedly changed with Dodd-Frank reform legislation, changes to Reg E and an overall heightened scrutiny of overdrafts. In the years since, many credit unions have let their discretionary overdraft programs languish out of fear of new regulations.

However the overdraft landscape has changed with the emergence of modern technology and systems; likewise, regulations appear to be easing. It's time to get with the times!

Industry expert Jeffrey Harper outlines several actionable ways credit unions can modernize their overdraft systems to avoid leaving money on the table, foregoing member service opportunities or putting the credit union at risk for charge-offs and compliance.

He also presents key performance metrics every credit union should be monitoring that can help enhance income and service and ensure your overdraft program is compliant.

The webinar will cover the following and more...

  • Dynamic versus Fixed Overdraft Limits
  • Debit Denials & Reg E Outreach
  • Key Performance Metrics and Reports
  • What to Look for in a Partner-Provider

Fill out the form to watch this informative and timely webinar today.

Presenter

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JEFFREY A. HARPER
President, BSG Financial Group

Jeffrey Harper brings 30 years of industry experience to his position as president of BSG Financial Group, where he heads up the Sales and Marketing divisions of the company. Jeff plays a pivotal role in growing the company through innovation, marketing, compliance and customer support.
 
Prior to joining BSG Financial, Jeff was a CPA for Coopers & Lybrand (now PricewaterhouseCoopers), as well as a vice president and commercial loan officer for both Crestar Bank (now SunTrust Bank) and PNC Bank, Louisville. 
 
He is active in numerous industry-related associations, including board member of the Association for Financial Technology (AFT); Financial Managers Society and various state and national banking associations.

 

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