WATCH ON DEMAND

Recorded July 22, 2026

Audits & ExamsUnder the New Nacha Rules

A live discussion with the experts on what banks and credit unions should expect.

MODERATOR

Julie Goff, JD

VP of Operations, Lexalign

GUEST PANELIST

Mary Mumper‑Morrison

AAP, AFPP, APRP, CAMS, NCP

Director, Education, NEACH

GUEST PANELIST

Jim Petkovits

AAP, AFPP, APRP, NCP

VP, Education and Events, Wespay

VP of Operations, Lexalign

FIS HORIZON & LEXALIGN CUSTOMER

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What is Covered


Now that Nacha’s Fraud Monitoring Rules are in effect, the questions are shifting from “what do the Rules require?” to “what will my auditor actually ask?”

Lexalign’s Julie Goff will moderate a panel of experts who work with financial institutions every day on exactly this — Mary Mumper-Morrison, AAP, AFPP, APRP, CAMS, NCP (Director of Education, NEACH) and Jim Petkovits, AAP, AFPP, APRP, NCP (VP, Education and Events, Wespay), who bring deep experience in ACH compliance, audit, and helping FIs get ready for what auditors and examiners expect.

Together they’ll talk through what banks and credit unions can expect from audits and exams under the new Rules, and how to prepare with confidence.

We'll cover:

  • How to think holistically about audit and exam readiness now that the 2026 Nacha Rules are effective
  • The kinds of questions auditors are already asking and the requests that tend to come up (what we're hearing from FIs)
  • How audit teams themselves are starting to think and prepare
  • Time for your questions at the end

If you and your team are getting ready for what’s ahead, this is the session to be in the room for.

About the Panelists

MODERATOR

Julie Goff, JD

VP of Operations, Lexalign

GUEST PANELIST

Mary Mumper‑Morrison

AAP, AFPP, APRP, CAMS, NCP

Director, Education, NEACH

Mary Mumper-Morrison is an Advisor for NEACH Payments Group (NPG) and the Director of Education for NEACH. Having obtained Accredited ACH Professional (AAP), Accredited Payments Risk Professional (APRP), Certified Anti-Money Laundering Specialist (CAMS), and National Check Professional (NCP) certifications, Mary specializes in ACH and risk audit and consulting services for NPG and provides training and ongoing education to NEACH members.

GUEST PANELIST

Jim Petkovits

AAP, AFPP, APRP, NCP

VP, Education and Events, Wespay

Jim is responsible for developing and providing payments education and training to Wespay members through workshops and webinars. He also supports our members who reach out for assistance via our Payments Hotline by leveraging his expertise to provide guidance and insights to address their inquiries. In addition, he performs audits and assists with consulting engagements as well.

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