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So Sorry for Your Loss


Event Details*
Thursday, April 06, 2023
2:00 - 3:00 pm ET
Webinar; 1.2 AAP/APRP CEU Eligible
Level: Beginner

Event Registration**
Member Price: $225.00
Non-Member Price: $325.00

Too often, staff is unaware of what constructive knowledge is and how important it is to take appropriate action when it is received. Training all staff on how to handle notifications of death is key for a quick response. Failure to properly handle death notifications could potentially lead to noncompliance and losses for the institution. This session covers the importance of taking action when learning of an account holder's death. Topics covered include constructive knowledge, The Green Book, ACH Rules, and the importance staff training.

Attendees will leave this session:
• Recognizing what constitutes constructive knowledge
• Differentiating between notice of death and Reclamations
• Proposing a training plan for staff on death notifications

Elyssa Morgan, AAP, APRP, Vice President, Membership, NEACH

• ACH Coordinator
• Financial Institutions
• Operations

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*Please note that the access information will be sent to you in a separate email upon receipt of payment. Access information and support are only provided during normal business hours.

** This event is part of the NEACH Education Club. Members who join the Club save $75 off the cost of this event.

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