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.
 

40 results Found
Live Webinar

Error Resolution – Unauthorized ACH vs. Regulation E

Error resolution can be tricky!  When you’re dealing with unauthorized transactions, there are certain processes to go through. Whether you’re returning within the timeframes of the Nacha Operating Rules, or outside that timeframe , following Regulation E, you ...

  • Intermediate & Advanced
  • 90 Mins
  • Apr 09, 2025
Live Webinar

ACH Federal Government Reclamations, Plus Guidance on Misdirected Payments and DNE’s (Death Notification Entries)

The U.S. Department of the Treasury, Bureau of the Fiscal Service (Fiscal Service), Defense Finance and Accounting Service (DFAS) and the Federal Reserve Bank of Philadelphia have implemented an email delivery option for ACH reclamations.  When financial inst ...

  • Intermediate
  • 90 Mins
  • Apr 29, 2025
Live Webinar

Nacha Updates in the ACH Network (Operations Bulletins – RFC and RFI Details)

As payments continue to evolve, so does the ACH Network. In an effort to continually update the Nacha Operating Rules, Nacha had put out a RFC (Request for Comment) on adding a fourth window of opportunity for SDA (Same Day ACH) payments to allow more functio ...

  • Intermediate & Advanced
  • 90 Mins
  • May 13, 2025
Live Webinar

NEW Nacha Operating Rules Changes for 2024 PLUS insight into 2026 Changes

Each participant in the ACH Network is required to follow the Nacha Operating Rules and be compliant.   Minor topics changes included within these updated Rules: General Rule for WEB Entries Definitions of Originator Originator Action on Notification of ...

  • Intermediate & Advanced
  • 90 Mins
  • May 29, 2025
Live Webinar

NEW Nacha Operating Rules Changes for 2026

Each participant in the ACH Network is required to follow the Nacha Operating Rules and be compliant, even when it pertains to Risk. Effective March 20, 2026 – Phase 1 for Risk Management (part of a larger package) to help reduce the incidence of successful f ...

  • Intermediate & Advanced
  • 90 Mins
  • Jun 11, 2025
Live Webinar

Stop Payments vs. Unauthorized Entries - Compliance with the Nacha Operating Rules

As an operations or front-line person, each day you struggle with the question – “When do I use a Stop Pay form and when do I need a Written Statement of Unauthorized Debit (WSUD)?” In the back room, processing these types of ACH transactions brings up the que ...

  • Intermediate
  • 90 Mins
  • Jun 30, 2025
On-Demand Webinar

UPDATES to the NACHA Operating Rules 2023 and the Future

Each participant in the ACH Network is required to follow the Nacha Operating Rules and be compliant. There were several NEW amendments recently passed (in 2022 – in case you missed them) which will change the ACH Network processes – these are a big deal to en ...

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

New NACHA Operating Rules Changes for 2022 and Beyond!

The NACHA Operating Rules are always changing, updates are currently in place due to the ongoing COVID-19 situation! Operations Bulleting #7 outlines the details of the Rules and changes at financial institutions with extensions of effective dates in light of ...

  • Basic & Intermediate
  • 90 Mins
Recorded Webinar

Regulation E - Basics and Error Resolution

Financial institutions have responsibilities and liabilities under Regulation E for consumer accounts when there are unauthorized transactions. However, the consumer account holder has some liability too. This webinar training will explore the limits of liabil ...

  • Basic & Intermediate
  • 90 Mins
Recorded Webinar

Unauthorized Transactions – Reg E vs Nacha Operating Rules

In this 90-minute session, Returning Unauthorized transactions using Reg E or the Nacha Operating Rules when returning transactions that are unauthorized. We will also discuss and define the limits of liability and who is liable for what amount while providin ...

  • Basic & Intermediate
  • 90 Mins