Customized Education
While UMACHA offers a wide range of live webinars, full-day events, and on-demand education, sometimes your organization needs training that is tailored specifically for you. UMACHA’s Customized Education services are designed to meet the unique needs of your team or your clients, with content developed collaboratively to reflect your goals, risks, and operational realities.
Whether you are seeking education for internal staff, Treasury Management clients, or third-party partners, UMACHA works alongside you to deliver relevant, practical, and timely ACH and payments education.
Who Customized Education Is For
UMACHA’s Customized Education services support a variety of organizations and audiences.
| Audience | How UMACHA Can Help |
| Financial Institutions | Customized staff training, client education, or ACH program evaluations aligned with the Nacha Operating Rules |
| Treasury Management Clients | Targeted education for ACH Originators on responsibilities, compliance, and best practices |
| Businesses | Education designed around your ACH activity, processes, and risk profile |
| Third-Party Service Providers | Training tailored to your role, services, and compliance obligations |
| | |
What Makes Customized Education Different
Customized education is built around your needs, not a standard agenda.
Content developed specifically for your organization or your clients
Topics aligned to your operations, risk areas, and experience level
Education that reflects real world scenarios your audience encounters
Flexible delivery formats and schedules
Even if you are not sure what type of education you need, UMACHA can help you identify the right approach.
Delivery Formats
Customized education can be delivered in a variety of formats depending on your objectives and audience.
| Format | Description |
| Live Webinar | Interactive, instructor led sessions conducted remotely |
| On-Demand Recording | Pre-recorded education that can be accessed on your schedule |
| Full-Day or Half-Day Training | In-depth education sessions for teams or clients |
| Program Evaluation and Review | Review of your ACH program to support readiness and compliance |
| | |
Examples of Customized Education UMACHA Has Delivered
UMACHA has partnered with organizations to provide customized solutions such as:
A 60-minute on-demand webinar covering upcoming revisions to the Nacha Operating Rules, created for a financial institution to share with its ACH origination Treasury Management clients.
A live 60-minute webinar delivered alongside a financial institution’s staff, focused on essential ACH topics every ACH Originator should understand, including authorization requirements and obligations related to returns and Notifications of Change.
An evaluation of a financial institution’s ACH program to support audit readiness by reviewing processes, procedures, and policies against Nacha Operating Rule requirements.
These examples reflect just a portion of what customized education can look like.
Why Partner With UMACHA
Deep expertise in ACH and payments rules and compliance
Experience working with financial institutions, businesses, and service providers
Practical, easy to understand education grounded in real world application
Collaborative approach from concept through delivery
Let's Start the Conversation
Even if you are unsure whether customized education is the right fit or need help defining what you are looking for, UMACHA is here to help. Reach out to start a conversation about your goals, challenges, and how we can support your education needs.
Toll-Free: (800) 348-3692 | Phone: (763) 549-7000 | Email: info@umacha.org