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ACH Management and Fundamentals


Better understand the functionality of the ACH Network to provide excellent service to account holders.

Consistent training in electronic payments is critical to the success of any organization. Your customer/member service staff is often the first point of contact for account holder questions and inquiries. Can they explain ACH to your customers/members? Is your staff comfortable enough with their knowledge level to sell the safety, efficiency, convenience, and cost savings associated with electronic payments? It is important to thoroughly understand the functionality of the ACH Network to provide excellent service to account holders, especially when problems arise. This session provides an overview of ACH from a customer/member service point of view, including defining the participants and explaining the transaction flow. An overview of ACH applications and corresponding rules and regulations will be presented to ensure a clear understanding of ACH problem resolution.



Pamela Rodriguez

Pamela Rodriguez

Southern Financial Exchange

  • Has a Passion for Payments and People and has over 30 years of experience conducting audits, risk assessments, and speaking sessions for financial institutions and third parties engaged in the ACH Network
  • Serves on Nacha’s Payments Institute Board of Regents and has severed several terms on Nacha’s Risk Management Advisory Group and APRP Oversight Panel
  • Participates as Chair of the Center for Payments Risk and Compliance Work Group
  • Serves as Chief Operations Officer of Southern Financial Exchange
  • Former President & CEO of ePayAdvisors and former EastPay Advisory Services and Executive Director of the Alabama ACH Association

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