ACADEMY 2026 Program Overview

ACADEMY is structured to reinforce disciplined program oversight, strengthen operational consistency, and enhance defensible compliance practices.

Each session balances regulatory insight with practical application tailored specifically for ADVANTAGE’s overdraft clients.

Interactive Peer Discussion

Small-group discussions and peer exchange are built into the program, allowing attendees to share real-world challenges, compare approaches, and gain practical insights from fellow ADVANTAGE clients.

What to Expect

• Instructor-led sessions with practical application
• Interactive working discussions
• Time for Q&A with the ADVANTAGE team
• Bring-your-own-laptop exercises

Compliance & Regulatory Oversight

• Regulatory expectations and examination considerations (Regulations DD & E)
• UDAAP awareness and defensibility considerations
• Compliance best practices related to overdraft privilege
• Preparing for successful regulatory exams

Operational Consistency & Reporting

• Key performance indicators for effective program monitoring
• Using analytics and reporting capabilities to improve program performance
• Best practices for day-to-day program management
• Establishing effective employee education initiatives

Account Holder Communication & Strategy

• Implementing the ABCs of effective account holder communication
• Strengthening pro-consumer service delivery
• Addressing common overdraft program challenges
• Practical problem-solving strategies

Attendees may earn up to 9 CPE credits while attending ACADEMY. Learn More

Who should attend ACADEMY 2026?

• Overdraft Privilege Managers and Administrators
• Collections Representatives
• Senior Managers who oversee the overdraft program
• Compliance Officers / Compliance Analysts
• Risk Officers / Risk Management
• Operations Officers
• Retail Banking Directors