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.
 

18 results Found
Live 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
  • Jan 22, 2020
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

Weighing Rules Compliance with Stop Payments and Unauthorized Entries

Customer service, frontline and operations staff struggle each day with the question - "What does my account holder want me to do…Stop this payment, return it, they revoked it, -- what are my next steps?" This training program will help fin ...

  • Intermediate
  • 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

Exploring New Amendments to Enhance Same Day ACH (SDA) Possibilities

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 f ...

  • Intermediate
  • 90 Mins
Recorded 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