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  • Fintech Webinar Series:

    Contains 2 Component(s) Includes a Live Event on 12/16/2019 at 1:00 PM (PST)

    WesPay is committed to keeping its members informed on the latest developments in the Fintech space. Towards this end, we have developed a series of webinars available to members only as well as events open to the public thatcover a variety of timely topics.

    WesPay is committed to keeping its members informed on the latest developments in the Fintech space. Towards this end, we have developed a series of webinars available to members only as well as events open to the public thatcover a variety of timely topics.

  • Payments Tip: Disaster Recovery Planning

    Contains 2 Component(s) Includes a Live Event on 12/13/2019 at 12:00 PM (PST)

    Financial institutions and payment processors share a common burden; the fact that disasters strike us all. It could be weather, epidemic related, a car crashing into the building or worse. Regardless of the catastrophe, we need to plan for the unexpected. Business Resumption Plans are essential to ensure we can resume processing quickly, with little to no impact on our clients. This webinar will discuss best practices in contingency planning, and the periodic testing to ensure we have the uptime demanded by our clients.

    Financial institutions and payment processors share a common burden; the fact that disasters strike us all.  It could be weather, epidemic related, a car crashing into the building or worse.  Regardless of the catastrophe, we need to plan for the unexpected.  Business Resumption Plans are essential to ensure we can resume processing quickly, with little to no impact on our clients.  This webinar will discuss best practices in contingency planning, and the periodic testing to ensure we have the uptime demanded by our clients.

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

  • Introduction to Cards

    Contains 2 Component(s) Includes a Live Event on 12/11/2019 at 1:00 PM (PST)

    Credit cards are no longer just about “credit” and understanding card processing has become more essential. Join WesPay for this informative webinar as we discuss the fundamentals of card processing.

    Credit cards are no longer just about “credit”. Debit, pre-paid, payroll and other cards continue to evolve. Multiple regulatory changes are affecting the ever-changing world of plastic. Understanding card processing has become more essential. Join WesPay for this informative webinar as we discuss the fundamentals of card processing. This is a basic overview of Cards and is intended for individuals new to card operations, front line staff and individuals wanting to learn more about cards.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education

    Jim is Vice President of Education for WesPay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to WesPay members through in-person workshops, webinars and in-house training. Prior to joining WesPay, Jim was the ACH Education and Training Manager for NWCHA since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds the Accredited ACH Professional (AAP), National Check Professional (NCP), and Accredited Payments Risk Professional (APRP) accreditations.

  • ACH Policies & Procedures (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 12/10/2019 at 1:00 PM (PST)

    In today’s environment of rapidly evolving financial regulation, keeping current with ACH-related requirements can be a challenge. Regulators at both state and federal levels require Board-approved policies to define the scope, strategy, and risk tolerance of an organization’s ACH service. Good procedures can reduce your exposure to Operating Risk. This two-part ACH Policies and Procedures webinar series will put you on the path to developing your own policies and procedures documents.

    In today’s environment of rapidly evolving financial regulation, keeping current with ACH-related requirements can be a challenge. Regulators at both state and federal levels require Board-approved policies to define the scope, strategy, and risk tolerance of an organization’s ACH service. Good procedures can reduce your exposure to Operating Risk. This two-part ACH Policies and Procedures webinar series will put you on the path to developing your own policies and procedures documents.

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education

    Jim is Vice President of Education for WesPay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to WesPay members through in-person workshops, webinars and in-house training. Prior to joining WesPay, Jim was the ACH Education and Training Manager for NWCHA since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds the Accredited ACH Professional (AAP), National Check Professional (NCP), and Accredited Payments Risk Professional (APRP) accreditations.

  • WesPay Washington Update - 4th Quarter

    Contains 2 Component(s) Includes a Live Event on 12/09/2019 at 1:00 PM (PST)

    Join WesPay for our Quarterly Washington Update webinar. The Washington Update helps to keep you abreast of financial services policy and political developments on Capitol Hill and at federal agencies. WesPay is pleased to have lawyers and lobbyists from the prestigious Pillsbury Winthrop Shaw Pittman law firm providing these updates. Join us to see what

    Join WesPay for our Quarterly Washington Update webinar. The Washington Update helps to keep you abreast of financial services policy and political developments on Capitol Hill and at federal agencies. WesPay is pleased to have lawyers and lobbyists from the prestigious Pillsbury Winthrop Shaw Pittman law firm providing these updates. Join us to see what

    Craig Saperstein

    Counsel, Pillsbury, Winthrop, Shaw, & Pittman, LLP

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

  • Faster Fridays: Faster Payments Systems Overview

    Contains 3 Component(s), Includes Credits Includes a Live Event on 12/06/2019 at 1:00 PM (PST)

    With the evolution of Same Day ACH, introduction of Real-Time Payments and emergence of multiple P2P applications, it’s easy to get confused about how each of these systems operate, let alone understand the use cases. During this session, WesPay experts will break down various Faster Payments channels to help you better comprehend payment flows, technology and the benefits of each system.

    With the evolution of Same Day ACH, introduction of Real-Time Payments and emergence of multiple P2P applications, it’s easy to get confused about how each of these systems operate, let alone understand the use cases.  During this session, WesPay experts will break down various Faster Payments channels to help you better comprehend payment flows, technology and the benefits of each system.

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

    Patty Presta, AAP, NCP

    VP, Professional Development Events

    Patty Presta is Vice President of Professional Development Events at WesPay and is an Accredited ACH Professional who has conducted ACH training since 1997. Her responsibilities include training financial institutions through live workshops, webinars, and webcasts, as well as consulting on such topics as ACH Origination, Risk Management and other electronic payment-related issues. Patty has taught at NACHA’s Payments Conferences and Payments Institute and has also served on several NACHA Rules work groups and task forces. Prior to joining WesPay, Patty worked at the New England ACH Association as their AVP of Education.

  • Payments Expert (Kent, WA)

    Contains 2 Component(s)

    Kent, WA - 12/05/2019 9:00am - 3:00pm (Local Time): Are you an expert? Do you have your AAP, APRP or NCP? Have you successfully completed one of our Network Certificate programs? If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    Kent, WA - 12/05/2019 9:00am - 3:00pm (Local Time):  

    Are you an expert? Do you have your AAP, APRP or NCP?  Have you successfully completed one of our Network Certificate programs?  If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    *Taking this session qualifies you to earn the 2019 WesPay Star pin. 

    Jim Petkovits, AAP, NCP, APRP

    VP, Education

    Jim is Vice President of Education for WesPay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to WesPay members through in-person workshops, webinars and in-house training. Prior to joining WesPay, Jim was the ACH Education and Training Manager for NWCHA since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds the Accredited ACH Professional (AAP), National Check Professional (NCP), and Accredited Payments Risk Professional (APRP) accreditations.

  • Payments Expert (Lone Tree, CO)

    Contains 2 Component(s)

    Lone Tree, CO - 12/05/2019 9:00am - 3:00pm (Local Time): Are you an expert? Do you have your AAP, APRP or NCP? Have you successfully completed one of our Network Certificate programs? If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    Lone Tree, CO - 12/05/2019 9:00am - 3:00pm (Local Time):  

    Are you an expert? Do you have your AAP, APRP or NCP?  Have you successfully completed one of our Network Certificate programs?  If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    *Taking this session qualifies you to earn the 2019 WesPay Star pin. 

    Connie LaChance, AAP, NCP, APRP

    Vice President, Education & Training

    Before coming to WesPay, Connie has spent nearly twenty years working in the Credit Union industry. She began her career in accounting and quickly became immersed in ACH payments. For over twelve years, she has been in involved in ACH Operations; with the past eight years managing the ACH department at Ent Credit Union and participating in the Federal Reserve’s Retail Payments Advisory Group. Connie currently holds the AAP, NCP, and APRP designations.

  • Payments Expert (Los Angeles, CA)

    Contains 2 Component(s)

    Los Angeles, CA - 12/03/2019 9:00am - 3:00pm (Local Time): Are you an expert? Do you have your AAP, APRP or NCP? Have you successfully completed one of our Network Certificate programs? If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    Los Angeles, CA - 12/03/2019 9:00am - 3:00pm (Local Time):  

    Are you an expert? Do you have your AAP, APRP or NCP?  Have you successfully completed one of our Network Certificate programs?  If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    *Taking this session qualifies you to earn the 2019 WesPay Star pin. 

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

  • Payments Expert (San Francisco, CA)

    Contains 2 Component(s)

    San Francisco, CA - 12/03/2019 9:00am - 3:00pm (Local Time): Are you an expert? Do you have your AAP, APRP or NCP? Have you successfully completed one of our Network Certificate programs? If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    San Francisco, CA - 12/03/2019 9:00am - 3:00pm (Local Time):  

    Are you an expert? Do you have your AAP, APRP or NCP?  Have you successfully completed one of our Network Certificate programs?  If yes, this is a great advanced program for you. It’s a good way to get a full day of credits, or, if you close to going for your accreditation and want to learn more, or test your knowledge; not just in knowing the Rules, but how to apply them in unique scenarios? This session is designed to challenge you. We will dive into some of the most common audit findings and test your skill with case studies based on actual ACH Rules Violations, check exceptions and fraud claims, and risk scenarios across the payment channels. Come look at the more advanced side of payments.

    *Taking this session qualifies you to earn the 2019 WesPay Star pin. 

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    Patty Presta, AAP, NCP

    VP, Professional Development Events

    Patty Presta is Vice President of Professional Development Events at WesPay and is an Accredited ACH Professional who has conducted ACH training since 1997. Her responsibilities include training financial institutions through live workshops, webinars, and webcasts, as well as consulting on such topics as ACH Origination, Risk Management and other electronic payment-related issues. Patty has taught at NACHA’s Payments Conferences and Payments Institute and has also served on several NACHA Rules work groups and task forces. Prior to joining WesPay, Patty worked at the New England ACH Association as their AVP of Education.