Events and Education

Meet the Presenters: Working in tandem to solicit input and connect the learner

July 2011

Are you wondering how your institution can easily expand, refresh and modernize the services it provides to key business customers? As part of our continuing Meet the Presenters series, during which we are introducing you to our training professionals who share their expertise through our curriculum of educational events, we would like to introduce you to our FedEDI^® Services experts who can walk you through some possibilities.

No one can speak more knowledgeably about the FedEDI Plus Service than product manager Alan Dupree. A techie by degree, Alan brings his information technology (IT) background to the continued enhancement of the automated FedACH^® reporting service that is FedEDI Plus. With 23 years of service at the Federal Reserve Bank, Alan enjoys sharing, and growing, his institutional and industry knowledge through ongoing customer dialogue. He actively solicits customer input and maintains an impressive list of potential service improvements. He enthusiastically serves as the subject matter expert during a live round of questions and answers on all of our FedEDI Plus teleseminars.

Working in tandem with Alan is Jon Mikolajczak. As one of our professional FedACH Services trainers, Jon handles the bulk of the seminar presentation duties. As a trainer and educator for 20 years ─ the last five within FedACH operations ─ Jon seeks to connect the learner to the real-life business applications of the materials being taught. His talent and dedication in this regard are apparent in the seminar materials he develops.

Our experts will show you how the FedEDI Plus Service lets you automate provision of FedACH Service reports. Possibilities for your account holders range from payment translation reports that carry accounts receivable invoice numbers to reports of return items and notifications of change. With the FedEDI Plus Service you can:

Send human-readable reports or straight-through processing files automatically to your account holders via an encrypted email portal.
Deliver selected reports to your FedLine^® access solution to facilitate incorporation into online banking cash management portals.
Consider providing these value-added services for a fee.

Register today for a complimentary “Activate Automated FedACH Reporting with FedEDI Plus” teleseminar, and let Alan and Jon walk you through the possibilities.

Upcoming Federal Reserve Bank Events

FedACH Information Services

Event Title and Description	Dates	Event Type
Activate Automated FedACH Reporting with FedEDI Plus Presents how the FedEDI Plus Service, with online automated reporting and delivery capabilities for translated ACH payment data and more, can benefit your institution and your customers.	July 14 2:00 p.m. ET	Complimentary Teleseminar
Setting Up FedEDI Plus Reports Guides you through setting up your institution's reports while you are online via the FedLine Web^® or FedLine Advantage^® access solution.	July 20 2:00 p.m. ET	Complimentary Teleseminar
How to Set Up Risk Monitoring Criteria Guides new FedACH Risk^® Orignation Monitoring and/or RDFI Alert customers through setting up risk monitoring criteria while online via FedLine Web or FedLine Advantage access solutions. Setting criteria for the RDFI Alert Service's new batch and item-level functionality and for the Origination Monitoring Service will be covered.	July 21 2:00 p.m. ET	Complimentary Teleseminar
Review details and register today

Check Adjustments

Event Title and Description	Dates	Event Type
Basic Principles and Concepts of Check 21 Adjustments Covers basic principles of Check 21, the errors associated with processing Check 21 items and the investigation types to use to report/respond to an error.	July 21 10:00 a.m. or 2:00 p.m. ET	Fee-based Webinar
Basic Principles and Concepts of Endorsements and Not Our Items (NOIs) Covers topics such as cash and return items, endorsements and their impact on Not Our items (NOI) and proper qualification of returns, including identification and proper handling of eligible NOIs.	July 19 10:00 a.m. ET 2:00 p.m. ET	Fee-based Webinar
Basic Principles and Concepts of FedLine Web and Documents to Follow Explains how to use the FedLine Web access solution to submit adjustment requests and supporting documentation, commonly referred to as Documents to Follow (DTFs).	July 14 10:00 a.m. or 2:00 p.m. ET July 28 2:00 p.m. ET	Fee-based Webinar
Basic Principles and Concepts of Forward and Return Check Adjustments Explains the concept of adjustments, including how to determine the entry type needed and the case submission requirements for submitting an adjustment. Walks through the steps of filling out an adjustment request, for several investigation types, explaining the required fields and documentation requirements for each.	July 12 10:00 a.m. July 28 10:00 a.m. ET	Fee-based Webinar
Check Adjustments Insights into Investigation Types (ITYPs) Provides detailed information regarding the usage of various investigation types, the required forms and documentation associated with each ITYP and the proper usage of ITYPs from the perspective of both depositors and receivers.	July 26 10:00 a.m. or 2:00 p.m. ET	Fee-based Webinar
Check Adjustments Resources Guides you through the adjustments resources that are available as well as provides an overview of our suite of Check Adjustments webinars	August 2 10:00 a.m. or 2:00 p.m. ET	Complimentary Webinar
Review details and register today

For information on dates and times, seminar details or newly added offerings, please visit Federal Reserve Bank Events. Be sure to bookmark the page as a favorite for future reference.

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