Blogs

It’s that time of year again – the weather is changing, the holidays are approaching and the year is quickly coming to an end. This is the time of year when many payments professionals and organizations start to look ahead at the new year, make budget plans and set new goals. The best way to be successful is to have the right tools and education. And, there’s nothing this bird cares about more than ensuring EVERYONE has access to timely payments education! So, grab your lattes and let’s look at some ways to pumpkin SPICE up your payments education! 🎃☕

• ACH Rules
  What better way to ensure compliance with the ACH Rules than to provide access to the ACH Rules? This January you will receive your complimentary ACH Rules book, Rulebook Tabs and access code to the online Rules website as part of your EPCOR membership. However, if you want to order additional Rules copies or resources for your staff or corporate ACH clients, be sure to save by taking advantage of our preprint special now through November 30, where you can save up to 15% on orders of 5 or more.

• NEW ACH Quick Reference Guide for Corporate Users
  Next year, we’re rolling out a brand-new resource we’re calling the ACH Quick Reference Guide for Corporate Users. This Guide is a quick summary of all the ACH Rules your ACH Originators need to know and covers general rules, ODFI/Originator requirements, pre-requisites and warranties, as well as a review of all the processes such as returns, NOCs, prenotes and more! This new resource will be available in both print and digital format for as low as $30 (and is included in our 2022 Rules preprint). This is a great way to educate Originators! You can also bundle the Guide with our Corporate ACH User Quick Reference Cards AND the ACH Rules for additional savings and to kick your Originator education plan up a notch.

• Did You Know... Informational Videos
  These quick and free animated videos explain payments topics in just a few short minutes! The fun format and easy-to-understand language make these videos perfect for passing along important information to staff, clients and payment systems end-users. Recent topics include cryptocurrency 101, cryptocurrency scams, preparing for the digital payments shift, ACH file holders and more. These videos are available to members and non-members on both our website and our YouTube channel. If your organization would like to host these videos on your own site, please contact Member Support for details.

• Payments Insider
  

  Payments Insider is a semi-annual e-newsletter designed to inform businesses of all sizes of recent payment systems developments. This newsletter is distributed in the months of April and October. Our April edition also includes a special ACH Rules Update for Corporate Originators. Financial Institutions may also choose to co-brand and forward, or simply forward, this free e-newsletter to appropriate business clients.

• Corporate User Webpage
  The EPCOR staff and the Cash & Treasury Management Committee, comprised of EPCOR members just like you, have been working hard to put the information your corporate users want and need all in one place, our Corporate User Webpage. This webpage contains links to our latest edition of Payments Insider, Nacha end-user resources, information on upcoming ACH Rules changes and much more. And, we’re constantly adding new resources and taking suggestions from page visitors.

• Electronic Resources License
  Ensure you and your entire staff has a solid foundation in payments rules and regulations with annual access to our Electronic Resources License. One flat fee covers your entire organization, providing each employee access to our entire on-demand library and helpful publications and tools. The License includes suggested curriculums for everyone at your organization, from your frontline staff to your board of directors. The curriculums are organized by payment type and by functional area so that you can easily match a learning path to each learner’s profile. This license also auto-renews each year for your convenience.

• Certification Prep Programs
  If you or anyone are your staff is considering sitting for an accreditation exam next year, don’t go it alone! Join us for one of our highly recommended Prep Programs for the Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP) and/or National Check Professional (NCP) accreditation. Our highly successful and interactive Prep Programs includes instruction via a combination of webinars, on-demand training, in-person classroom learning, assessment tests and resource materials. Learn from instructors who went through the study and testing process themselves and have support along the way!

• Flex Training
  Our Flex Training Services is the most convenient and cost-effective way to educate a number of people at once. Whether you need to train new employees, support staff, entire departments, senior management, board of directors or even Originators, we work with you to create customized payments training targeting your needs and your budget.

• FREE Quarterly EPCOR Industry Update Webinars
  Stay up to date on the latest initiatives, rules and regulations that impact all financial institutions and businesses. Hosted as live webinars and then conveniently made available on-demand in the Knowledge Community as recordings, these updates provide timely information on evolving payments industry initiatives, are free for EPCOR members and are a great way to earn continuing education credits. Click here to sign up for our next webinar, happening October 29!

• Premier EPCOR Events
  As you budget and make your plans for next year, don’t forget to consider these events for continuing education credits and staying up-to-date on upcoming payments rules and regulatory changes! Our team is already hard at work on events for next year, so here is just a few you may want to keep in mind/add to your budget:
  • Payment Systems Update
  • EPCOR Payments Conferences
  • EPCOR Payments University
  • CompFraudulation Symposium
  • ACH Day Camp
  • Webinars

If you have any questions or aren’t sure what is right for you or your organization, reach out to Member Support via phone (800.500.0100), email (memserve@epcor.org) or website chat (epcor.org). Our team is more than happy to help you decide what educational resources would be the best fit for your needs. We hope to learn with you soon!

Plan More Than Your Education! While you are planning/budgeting for education, don’t forget to consider other initiatives on your radar! Is it time to get an outside set of eyes on your ACH Compliance Audit or Risk Assessment? Are you planning to expand or roll out ACH Origination? Finally dust off and polish up your payments policies and procedures? Take a closer look at Third-Party Sender risk? Our Advisory Services team can help with these and any other 2022 payments goals on your list! And, don’t forget to consider how a new partnership might help you meet those goals! Fintech Meetup makes it easy to engage in partnership discussions, vendor presentations, investment pitches, media/analyst interviews, recruiting introductions and meaningful collaboration. Plus, EPCOR member financial institutions with assets under 50 billion receive FREE access!