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  • Fintech Webinar Series

    Contains 2 Component(s) Includes a Live Web Event on 12/13/2021 at 1:00 PM (PST)

    Join WesPay in hearing about another FinTech solution.

    Join WesPay in hearing about a FinTech solution.  

    Kim Bickford

    SVP, Industry Relations

    Kim Bickford is responsible for all aspects of member service. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Kim is responsible for internal operations of the organization including finance, technology, vendor management and member service. Kim has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Kim served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.

    Prior to becoming part of WesPay’s team, Kim served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. Kim is the treasurer and Chair of several high school related activities. Kim is a former member of the American Financial Professionals and has taught courses on various payments subjects including credit union marketing and ACH origination for businesses.

  • WesPay Quarterly Member Update - 4th Quarter

    Contains 2 Component(s) Includes a Live Web Event on 12/06/2021 at 1:00 PM (PST)

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership.

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership. 

    Topics:  To be Announced

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    wespay

    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

    wespay

    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.

    Connie LaChance, AAP, NCP, APRP

    VP, 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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

  • Fintech Webinar Series

    Contains 2 Component(s) Includes a Live Web Event on 09/27/2021 at 1:00 PM (PDT)

    Join WesPay in hearing about another FinTech solution.

    Join WesPay in hearing about a FinTech solution.  

    Kim Bickford

    SVP, Industry Relations

    Kim Bickford is responsible for all aspects of member service. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Kim is responsible for internal operations of the organization including finance, technology, vendor management and member service. Kim has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Kim served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.

    Prior to becoming part of WesPay’s team, Kim served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. Kim is the treasurer and Chair of several high school related activities. Kim is a former member of the American Financial Professionals and has taught courses on various payments subjects including credit union marketing and ACH origination for businesses.

  • WesPay Quarterly Member Update - 3rd Quarter

    Contains 2 Component(s) Includes a Live Web Event on 09/20/2021 at 1:00 PM (PDT)

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership.

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership. 

    Topics:  To be Announced

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    wespay

    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

    wespay

    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.

    Connie LaChance, AAP, NCP, APRP

    VP, 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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

  • Third-Party Sender Roundtable 2021

    Contains 5 Component(s) Includes Multiple Live Events. The next is on 07/07/2021 at 12:00 PM (PDT)

    This informative monthly roundtable provides a forum for a discussion of payment and regulatory issues impacting third-party senders, third-party processors and their financial institutions. The agenda varies from quarter to quarter, and includes WesPay member and industry representatives sharing what is happening in the payments industry from regulatory, operational, and risk perspectives.

    This informative monthly roundtable provides a forum for a discussion of payment and regulatory issues impacting third-party senders, third-party processors and their financial institutions. The agenda varies from quarter to quarter, and includes WesPay member and industry representatives sharing what is happening in the payments industry from regulatory, operational, and risk perspectives.

    Note:  Once registered for a roundtable meeting, you are register for all meetings during 2021.  You will have access to attend the live meetings or review the recordings at your convenience.

  • ACH Origination (Three-Part Series)

    Contains 5 Component(s), Includes Credits Includes Multiple Live Events. The next is on 06/29/2021 at 1:00 PM (PDT)

    As payment systems have become more complex, so have the ACH Rules. It is imperative that you, as an ACH Originator, understand your obligations and warranties. Your financial institution may have trained you on how to create the file, but do you understand the "why" and "how" of what you're doing? Electronic payments can be a challenge, but these become simplified when you fully comprehend the processes and pitfalls. In this three-part series, we will focus on the Rules, risk and compliance of ACH origination, while also discussing the benefits and best practices for businesses. This course is recommended for any business submitting ACH entries to pay staff and vendors or collect payments from clients in an effort to streamline and automate your payables and receivables.

    As payment systems have become more complex, so have the ACH Rules.  It is imperative that you, as an ACH Originator, understand your obligations and warranties. Your financial institution may have trained you on how to create the file, but do you understand the "why" and "how" of what you're doing?  Electronic payments can be a challenge, but these become simplified when you fully comprehend the processes and pitfalls.  In this three-part series, we will focus on the Rules, risk and compliance of ACH origination, while also discussing the benefits and best practices for businesses.  This course is recommended for any business submitting ACH entries to pay staff and vendors or collect payments from clients in an effort to streamline and automate your payables and receivables.

  • Lunchtime Tip: Check Disputes

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/25/2021 at 12:00 PM (PDT)

    Your accountholder notified you that a check has cleared their account and the person they wrote the check to claims non-receipt; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check or submit an adjustment? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks.

    Your accountholder notified you that a check has cleared their account and the person they wrote the check to claims non-receipt; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check or submit an adjustment? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks.

  • ACH Risk for Treasury Management Sales

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 06/23/2021 at 1:00 PM (PDT)

    Does your cash or product management personnel know all they need to know about the ACH services they are selling? Are they aware of upcoming rules changes affecting your corporate Originators? Do they know how to keep your customers informed of the rules affecting you as an ODFI? Attend this informative webinar and arm your cash and product management staff with the proper ACH knowledge to protect your institution from loss, while helping them understand the products and services you offer.

    Does your cash or product management personnel know all they need to know about the ACH services they are selling? Are they aware of upcoming rules changes affecting your corporate Originators? Do they know how to keep your customers informed of the rules affecting you as an ODFI? Attend this informative webinar and arm your cash and product management staff with the proper ACH knowledge to protect your institution from loss, while helping them understand the products and services you offer.

  • International Payments & IAT

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/22/2021 at 1:00 PM (PDT)

    The IAT SEC Code paved the way for better international trade and fundamentally changed how International ACH Transactions (IAT) are identified. This Webinar covers the background of IAT rules, the roles of the “Gateway” Operators, and address the formatting requirements and issues surrounding regulatory compliance.

    The IAT SEC Code paved the way for better international trade and fundamentally changed how International ACH Transactions (IAT) are identified.  Under guidance of the BSA Travel Rule, IATs place specific requirements on every participating financial institution. This Webinar covers the background of IAT rules, the roles of the “Gateway” Operators, and address the formatting requirements and issues surrounding regulatory compliance.

  • Check Returns & Adjustments (Virtual Workshop)

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/18/2021 at 3:00 PM (PDT)

    Virtual Workshop - 06/18/2021 1:00pm - 4:00pm (Hawaii Time) / 4:00pm - 7:00pm (Pacific Time): In this workshop, you will learn the proper steps, codes and timeframes for the timely and accurate processing of check error codes. This session will provide attendees with a review of the check adjustment process, highlight the risks associated with improper handling of check adjustments and the steps necessary to ensure that your institution's check adjustment process runs smoothly. An overview of the check adjustment error types associated with image exchange will be discussed.

    Virtual Workshop - 06/18/2021 1:00pm - 4:00pm (Hawaii Time) / 4:00pm - 7:00pm (Pacific Time):  
    CEU – 3.6 NCP

    In this workshop, you will learn the proper steps, codes and timeframes for the timely and accurate processing of check error codes. This session will provide attendees with a review of the check adjustment process, highlight the risks associated with improper handling of check adjustments and the steps necessary to ensure that your institution's check adjustment process runs smoothly.  An overview of the check adjustment error types associated with image exchange will be discussed.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

    Patty Presta, AAP, NCP

    VP, Professional Development Events

    wespay

    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.