Ms. Donna Olheiser

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Profile

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.
 

9 results Found
Live Webinar

Exploring the NEW Same Day ACH Amendments

During this webinar discussion on the newly adopted amendments to the NACHA Operating Rules surrounding Same Day ACH (SDA).These amendments will impact all participants in the network, particularly the adding of a third processing window fo ...

  • Intermediate
  • 90 Mins
  • Feb 20, 2019
Live Webinar

Federal Government ACH Processing: “The Green Book” on Handling Death Notification Entries (DNEs) & Federal Government 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
  • Mar 20, 2019
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
On-Demand Webinar

2018 NACHA Operating Rules: An Update on Changes Ahead

Same Day ACH has been one of the largest changes to the ACH network and Phase 3 is the last part being implemented in March of 2018. How does Phase 3 affect a financial institution or even an Originating company when processing ACH payments in a f ...

  • Intermediate
  • 90 Mins
On-Demand Webinar

The ABC’s of Completing the Annual ACH Audit

Every financial institution, Third-Party Service Provider and Third-Party Sender that provide any function within the ACH Network is required to complete the annual ACH Audit for Rules Compliance. This session will outline the Audit process ac ...

  • Basic & Intermediate & Advanced
  • 90 Mins
Recorded Webinar

ACH Compliance and Origination - ODFI Responsibilities

According to the NACHA Operating Rules, the ODFI takes on all the warranties and responsibilities for each and every ACH Entry they transmit into the network, What does this mean? What about the Originator – What is their Role?  Do they have respo ...

  • Basic & Intermediate & Advanced
  • 90 Mins
On-Demand Webinar

Federal Government ACH Processing: “The Green Book” on Handling Death Notification Entries (DNEs) & Federal Government 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 payments. The ...

  • Intermediate
  • 90 Mins
Recorded Webinar

Exploring the 2017 NACHA Operating Rules Changes

As a financial institution sending and receiving electronic ACH payments, compliance with the NACHA Operating Rules is crucial!  There are changes in place for Third-Party Processers, it is important to know what these changes are and what they me ...

  • Intermediate
  • 90 Mins