Navigating Reg. E: Ensuring Compliance in Your Overdraft Program

Reg. E has played a key role in shaping the overdraft landscape since its major update in 2010, significantly cutting fee income for financial institutions overnight and transforming how overdraft programs must be communicated and implemented. Even today, many institutions face challenges in understanding the details: What exactly needs to be disclosed? How do you properly document opt-ins? And how can you ensure your program remains compliant while also providing value to your accountholders?

In this webinar, Director of Client Services, Kayla Shehane and VP of Risk, Joel Lawrence will clarify the essentials of Reg. E in a clear, practical way. They’ll explain why complying with Reg. E is crucial not only for exam readiness but also for maintaining trust, transparency, and value in your overdraft services.

You’ll learn:

• The actual impact of the 2010 Reg. E changes and CFPB oversight
• Why Reg. E is important for transparency, trust, and the accountholder experience
• What needs to be included in the A-9 form and written confirmations?
• Clear answers to the most common Reg. E questions about opt-ins, joint accounts, business accounts, recurring versus one-time transactions, and more.

If you want a clear, actionable understanding of Reg. E, and how to keep your overdraft program exam ready, this webinar is for you.

Register Today!
March 26 at 2:00 PM Eastern

Set your time zone when you register. The recording of the webinar will be shared with everyone who registers, even if you cannot attend.