OSCPA's ACH and the Benefits of Going Paperless

Overview

Join Jodie Giocondi from Intrust Bank as she goes over the benefits of going paperless and using ACH payments.

Please Note: This event was originally recorded on 4/20/23. Course must be completed prior to 4/30/25 for credit.

Highlights

Prerequisites

None

Designed For

Oklahoma CPAs

Objectives

To discuss electronic payments and the advantages of a paperless office.

Better understand how electronic payment systems function and the methods of use.

How going paperless can improve efficiency and cut costs while still maintaining a high level of customer service.

Preparation

None

Notice

This course is also offered as a live stream.

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jodie Giocondi, Account Manager, Intrust Bank

Leader Bios

Jodie Giocondi, Account Manager, Intrust Bank

Jodie Giocondi has been with INTRUST Bank for more than a decade creating strong relationships with customers through a range of business services. Currently, as a Treasury Relationship Manager, she supports companies by structuring cash management and payment processes that best suit their organization. In addition, she also manages the day-to-day needs of customers and provides onboarding for new customers. A quality experience tailored to the unique goals and designs of each business is her priority. She is active on the Board of Directors for Rainbow Fleet Child Care Resource and Referral as President-Elect, previously served on the board of the Central Oklahoma Clearing House Association (COCHA) and is a graduate of the 2021 class of Leadership Edmond.

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