Donna K Olheiser

Donna founded Dynamic Mastership, LLC in December 2014 in an effort to utilize her 24+ years’ experience in the financial services industry, by sharing her passion for training financial institutions and organizations on the Rules and processes for electronic payments (with her specialty being ACH payments). She holds the Accredited ACH Professional (AAP) designation (achieved in 2004). Donna’s experience before founding Dynamic Mastership, includes 9 years' serving 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, Donna spent 14 years with the Federal Reserve Bank of Minneapolis in various departments, where she started her training career as the Training and Development Specialist in 2003.

Donna is a certified Master Trainer who continually uses her extensive knowledge, experience, enthusiasm and passion for transferring payment processing details, while using the adult learning theory is remarkable! Her training style has helped many payment professionals remain consistently informed of the NEW and ever-changing NACHA Operating Rules and explaining how the Rules apply when performing daily operational tasks including complex return and exception processing. She incorporates scenarios and examples in her detailed training, so the Rules are easy to comprehend and apply to real-life day-to-day ACH processing. Donna'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.

Industry Webinars Seminars Products & Standards Corporates

Webinar

NEW Nacha Rule - Third-Party Sender (TPS) Roles and Responsibilities

Donna K Olheiser

13 Apr 2023, Thursday 1:00 PM EST 90 Mins WEB14549

13 Apr 2023, Thursday 10:00 AM PDT

This session will help the attendee to identify a Third-Party Sender (TPS) and a “nested” TPS. In addition, we will cover the details needed in the agreements between all parties and what parties based on their role. Discussion on the registration requirement for both the TPS and the nested TPS and what that means to the ODFI.
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As low as $208
Webinar

New NACHA Operating Rules Changes for 2022 and Beyond!

Donna K Olheiser

24 Jun 2022, Friday 1:00 PM EST 90 Mins WEB00144

24 Jun 2022, Friday 10:00 AM PDT

This session will provide an overview of the changes to Same Day ACH (SDA)-(effective March 2021), the Unauthorized Return process with a new Return Reason Code R11 and the ACH Contact Registry (both effective in 2021) – NEW!!! and more!
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As low as $325
Webinar

Regulation E - Resolution Requirement

Donna K Olheiser

27 Sep 2021, Monday 1:00 PM EST 90 Mins WEB00155

27 Sep 2021, Monday 10:00 AM PDT

In this 90-minute session, the basics of Regulation E will be covered, which includes some basic definitions, such as consumer account and access device, which are relevant when disputes arise.
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As low as $325
Webinar

Basics of The Bank Secrecy Act

Donna K Olheiser

15 Feb 2022, Tuesday 1:00 PM EST 90 Mins WEB00166

15 Feb 2022, Tuesday 10:00 AM PDT

This session will outline the Basics of BSA, what it means to financial institutions and how to apply the processes behind BSA to ensure compliance.
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As low as $325
Webinar

Recent UPDATES to the Rules Stop Payments vs Unauthorized Entries – Are You in Compliance?

Donna K Olheiser

26 Apr 2022, Tuesday 1:00 PM EST 90 Mins WEB01472

26 Apr 2022, Tuesday 10:00 AM PDT

This session will provide an overview of the changes to Same Day ACH (SDA)-(effective March 2021), the Unauthorized Return process with a new Return Reason Code R11 and the ACH Contact Registry (both effective in 2021) – NEW!!! and more!
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As low as $325
Webinar

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

Donna K Olheiser

06 Apr 2021, Tuesday 1:00 PM EST 90 Mins WEB01475

06 Apr 2021, Tuesday 10:00 AM PDT

This 90-minute session will provide the details on what is different and how the Federal Government has adopted the NACHA Operating Rules and what the exceptions to those Rules incorporate for the Federal Government.
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As low as $325