Ms. Donna Olheiser

Area Of Expertise : NACHA
25 Years Of Experience
Training Industry : Banking & Insurance

Donna K Olheiser, AAP, is the vice president of Education Services and founder of Dynamic Mastership, LLC. She is an enthusiastic and energetic Certified Master Trainer with over 14 years’ experience. She has designed and facilitated over 150 training sessions each year with her expertise being the rules for companies and financial institutions when processing electronic (specifically ACH) payments, then scheduling the events to facilitate/deliver the material through a variety of venues (webinars, teleseminars, in-person workshops, including regional and national conferences).
 
Ms. Olheiser is also an experienced project manager managing education programs for organizations per their requests on processing electronic payments while developing personalized training programs for financial institutions. She has over 23 years of experience in the financial services industry which includes 9 years’ experience as the education service director at a Regional Payments Association (RPA), where she managed and facilitated the entire education program for nearly 800 financial institution members. Prior to that, Ms. Olheiser spent 14 years in various departments with the Federal Reserve Bank of Minneapolis and also holds the Accredited ACH Professional (AAP) designation (achieved in 2004).
 
Her extensive knowledge, enthusiasm, and passion for transferring payment processing knowledge using the adult learning theory is remarkable and has helped many payment professionals perform daily operational tasks including exception processing while remaining compliant with the NACHA Operating Rules. She uses scenarios and examples to bring the learning home, easy to comprehend and apply to real-life day-to-day ACH processing. Ms. Olheiser’s ability to engage the learner through the entire training event helps the adult learner apply what they’ve learned during and after each training session.
 

15 results Found
Recorded Webinar

Unveiling the NEW NACHA Rules Changes for 2020 and the Future!

The NACHA Operating Rules need to be followed by all financial institutions that process ACH transactions. This webinar will provide all the details necessary to help them stay in compliance with a review of the changes recently implemented ...

  • Basic & Intermediate & Advanced
  • 90 Mins
Recorded Webinar

Compliance with Federal Government ACH Processing (DNE's and Reclamations)

Processing ACH payments from the Federal Government can be challenging! This session will outline details on when account holders are deceased and what your responsibilities are to the Federal Government if they are receiving benefit paymen ...

  • Intermediate
  • 90 Mins
Recorded Webinar

Compliance Requirements and Guidance for Stop Payments vs Unauthorized Entries

Have you struggled with the question – “When do I use a Stop Pay form and when do I need a Written Statement of Unauthorized Debit (WSUD)?” This is YOUR session! The trainer in this session will provide examples of when to use which form an ...

  • Intermediate
  • 90 Mins
Recorded Webinar

Same Day ACH Possibilities in 2020 and BEYOND!

Recently approved amendments to the NACHA Operating Rules are expanding Same Day ACH by adding an additional window in which Same Day ACH (SDA) Entries can be transmitted, so what does this mean for the ACH network and the participants?  Th ...

  • Intermediate
  • 90 Mins
On-Demand Webinar

2020 / 2021 NEW NACHA Rules Changes: Discover the Impacts and Develop Strategies for Your Rules Compliance

To remain in compliance with the Rules, participants in the ACH network need to ensure they are up-to-date on recent changes and newly approved amendments to the Rules.  This session will cover all the newly approved details and how these ...

  • Intermediate
  • 90 Mins
Recorded Webinar

Understanding RDFI Responsibilities

This session identifies the general responsibilities of the Receiving Depository Financial Institution (RDFI) such as, the role they play in the ACH network, accepting all types of Entries, funds availability and right to Return. The sessi ...

  • Intermediate
  • 90 Mins
Recorded Webinar

ACH Government Payment Processing - Handling Death Notification Entries (DNEs) and Reclamations

This 90-minute session will discuss details about how processing federal government payments differ from the NACHA Operating Rules. You will learn what the green book is and how this valuable on-line tool will help you with processing DNE’s ...

  • Basic & Intermediate & Advanced
  • 90 Mins
Recorded Webinar

Conducting YOUR "NEW 2019” Annual ACH Rules Compliance Audit - a Step-by-Step Guide

The NACHA Operating Rules and Guidelines require that all participating depository financial institutions, third-party senders and third-party service providers that provide ACH services conduct an annual ACH audit to be performed by Decemb ...

  • Intermediate
  • 90 Mins
Recorded Webinar

ACH Return Process – Making It Simple

This webinar is designed to take the “confusion” out of doing ACH Returns when using the seven most commonly used Return Reason Codes. The Return process can be complicated, this session will include details on when, how, and why when doing ...

  • Intermediate
  • 90 Mins
Recorded Webinar

NEW NACHA Operating Rules for 2019 and Beyond

Recent approved amendments to the NACHA Operating Rules include expanding Same Day ACH functionality. These changes will affect day-to-day ACH processing in 2019 and 2020.Included will be details on an RFC from NACHA on ACH Messaging Entrie ...

  • Intermediate
  • 90 Mins