Lizeth GeorgeThe League of Southeastern Credit Unions & Affiliates (LSCU) is excited to bring you a Dealing with automated clearing house (ACH) Tax Refunds: Exceptions, Posting & Liabilities webinar on January 20, 2022 at 3:00 p.m., ET. This 60-minute webinar is ideal for ACH operations staff, Accredited ACH Professional (AAP) candidates, audit personnel, and compliance staff.
After this webinar you’ll be able to:
- Understand your financial institution’s liability for IRS tax refunds
- Properly handle refunds issued to deceased individuals
- Distinguish between state and federal tax refund responsibilities
- Decide which entries to post and which to return
- Use Nacha’s opt-in option for the return of questionable refunds
MEET THE PRESENTER
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Michele L. Barlow, AAP, NCP Macha/PAR Michele Barlow is the Senior Vice President at Macha/PAR (Everything Payments, Everywhere), with offices in Wisconsin and Maryland. Before joining the Macha team in 2009, Michele spent several years as a corporate trainer in the financial industry. She is responsible for development and execution of association training and certification programs, conference planning, and member service. Michele is a past member of Nacha’s Blue Ribbon Panel and currently serves on the Accredited Payments Risk Professional (APRP) Oversight Panel, the Payments Institute Board of Regents, and Nacha’s London Mathematical Society (LMS) Editorial Board. She is active on other national committees, and a frequent speaker at industry events. She obtained her AAP certification in 2010, her NCP in 2011, and became an NCP Certified Trainer in 2012. Michele holds a bachelor’s from the University of Wisconsin. |
