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Keeping Your Credit Union’s Overdraft Program Compliant

June 21, 2023

A free webinar brought to you by CUNA Strategic Services and ADVANTAGE.

The NCUA named overdraft/courtesy pay programs a supervisory priority – is your credit union prepared? 

Evaluating your credit union’s overdraft program and strategy is vital. But how do you get there with confidence? Tune in to get the latest updates and insights on the topics making news headlines and learn more about responsible and compliant ways to provide a valuable service that addresses your members’ needs.

Watch this webinar to learn about:

  • The latest guidance, best practices and expectations
  • Regulatory exam feedback
  • Communication tips to minimize compliance issues
  • Questions you may have and much more

About the Speaker

Cheryl Lawson serves as ADVANTAGE’s principal compliance liaison for regulatory requirements of overdraft services, including consumer protection issues and strategies that enhance safety and soundness. She has more than 30 years of experience in information technology and financial operations, as well as consulting, communications, training, and project management. 

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ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.