ETA | Electronic Transactions Association

PayTrace / Aug-Oct 2017
iPayment / Apr-Dec 2017
eProcessing Network / Jan-Dec 2017
ETA T18 CFS / Sept 2017

Education

ETAU Online

ETA is proud to offer cutting-edge, online educational seminars that will enhance your knowledge in a wide variety of topics relating to electronic payments. Web-based certificate courses are interactive, engaging and enable you to fit high-level learning into your busy schedule.

Accessible — 24x7x365.
Convenient — flexible and easy to use. 
Engaging — allowing you to interact directly with the software and with your peers. 
Personalized — offering the chance to work at a pace and place of your choosing.

ETA OFFICE OF EDUCATION AND PROFESSIONAL DEVELOPMENT

Jessica Mosley
Director of Education & Professional Development
202.677.7405
jmosley@electran.org

Current ETAU Online Courses

Introduction to Electronic Processing

Introduction to Electronic Processing is the first and most basic course within the College of General Studies. This course provides an industry history and statistical outline, and focuses on industry specific definitions as well as the roles and responsibilities of the various industry players. Finally, the course follows a “day in the life of a transaction” and examines in detail the seven stages of processing. This course provides a strong foundation and understanding of the business, the players and the process.

Introduction to Sales and Marketing

Introduction to Sales and Marketing focuses on the rules and regulations for setting up a sales organization. It covers the guidelines for sponsorship of Independent Sales Organizations (ISO) and examines the requirements of an acquirer as well as an ISO, with an emphasis on risk and liability mitigation. The course also covers the guidelines for setting up merchants, including suggested contractual language and risk management practices. This course provides a complement to the Introduction to Electronic Processing course with an emphasis on sales and marketing practices.

Recommended prerequisite: Introduction to Electronic Processing OR equivalent experience.

Introduction to Operations

Introduction to Operations focuses on the back office operations associated with payment processing. The course provides a more in-depth look at Interchange from categories including chargebacks and retrieval procedures, as well as regulations. The final topic includes the general and best practices of customer service and support, including tools and technology available. This course provides a complement to the Introduction to Electronic Processing course with an emphasis on operations.

Recommended prerequisite: Introduction to Electronic Processing OR equivalent experience.

Introduction to Technology

Introduction to Technology focuses on the technology available to the merchant. The course divides the merchant landscape into segments, such as single proprietors (“mom and pops”), multi-lane, regional and the large national merchants. In each segment, the course will examine the types of POS technology used and the various telecommunications options utilized. The various types of POS applications will be covered, looking at nuances by industry, such as restaurants, hotels, mail order/phone order and the Internet. The course will look at the impact of value-added programs, such as gift cards and loyalty on these systems as well as other card and payment instruments, such as electronic check, debit cards, and commercial cards. Finally the course will examine authentication methods such as PIN and biometrics and discuss the types of encryption and security associated with each. This course covers an extensive amount of technology on a surface level, but is meant to aid in understanding the role and use of technology. This course complements the Introduction to Electronic Processing course with an emphasis on technology.

Recommended prerequisite: Introduction to Electronic Processing OR equivalent experience.

Sales Channel Development

In this highly competitive business environment, successful payment organizations are always looking for new sales channels. In this course you will learn how to utilize a variety of distribution channels to maximize profitability and growth. You will gain a better understanding of what would work best for your company by learning about the benefits and risks of five primary distribution channels: direct sales, telesales, agent banks, referral entities, and the Internet. You will learn the framework for success, including several key components such as: advantages, disadvantages, programs, marketing, and compensation.

Recommended prerequisite: Introduction to Electronic Processing and / or Introduction to Sales and Marketing OR equivalent experience.

How To Use And Apply The Guidelines For Underwriting, Transaction Monitoring And Portfolio Review

This course is designed to expose the student to the components of comprehensive underwriting, risk monitoring and ISO oversight policies. Attendees will learn what is happening in our industry that makes having complete and usable policies a must, as well as what those policies should contain. The course will take you through a tiered, agile approach of underwriting and enhanced due diligence, along with how to build policies for effective merchant monitoring once the merchant has been approved. You will also learn the key components of policies for underwriting and monitoring ISOs. At the end of this course, you will know how to use the guidelines to write comprehensive merchant underwriting, risk monitoring and ISO oversight policies.