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  • 2020 WesPay Payments Symposium

    Contains 4 Component(s), Includes Credits

    Southern California - 09/16/2020 - 09/18/2020 7:00am - 5:00pm (Local Time): The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    Southern California - 09/16/2020 - 09/18/2020 7:00am - 5:00pm (Local Time):  

    The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    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.

  • Ho’ohui 2020: WesPay’s Hawaii Payments Symposium

    Contains 4 Component(s), Includes Credits

    Honolulu, HI - 05/07/2020 1:00pm - 6:00pm (Local Time): The third annual Hawaii WesPay Payments Symposium will focus on how compliance and advancement in systems continue to shape the way we look at payment services. We will be hosting an information-packed afternoon, with executive level presenters, bringing you the latest information on upcoming and changing regulations, a new payments system, and emerging technology.

    Honolulu, HI - 05/07/2020 1:00pm - 6:00pm (Local Time): 

    The third annual Hawaii WesPay Payments Symposium will focus on how compliance and advancement in systems continue to shape the way we look at payment services. We will be hosting an information-packed afternoon, with executive level presenters, bringing you the latest information on upcoming and changing regulations, a new payments system, and emerging technology.

    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.

  • NCP Exam Preparation Program

    Contains 15 Component(s), Includes Credits Includes a Live Event on 02/24/2020 at 10:00 AM (PST)

    For anyone considering sitting for the National Check Professional (NCP) exam or interested in expanding their expertise with checks, this is an excellent program for immersive study. This program covers all aspects related to check rules and regulations, processing via paper and image, product development and exceptions, as well as fraud and risk mitigation. Learn about the recent changes to check regulations and check adjustments. It consists of a series of eleven webinars, plus a two-part review session. Whether you take this program to prepare for NCP accreditation or just to develop your expertise, this program provides a rigorous and thorough study of the ever-changing world of checks. Already an NCP? Earn up to 18 credits by taking this series.

    For anyone considering sitting for the National Check Professional (NCP) exam or interested in expanding their expertise with checks, this is an excellent program for immersive study. This program covers all aspects related to check rules and regulations, processing via paper and image, product development and exceptions, as well as fraud and risk mitigation. Learn about the recent changes to check regulations and check adjustments. It consists of a series of eleven webinars, plus a two-part review session. Whether you take this program to prepare for NCP accreditation or just to develop your expertise, this program provides a rigorous and thorough study of the ever-changing world of checks.  already an NCP? Earn up to 18 credits by taking this series.

    Session Titles and Dates
    Webcast from ECCHO - Check Payments, The Basics (link provided to those registered for the exam)
    02/24 - Check Payments and Check Processing
    02/26 - Regulations – Uniform Commercial Code (UCC)
    03/02 - Regulations – Regulation CC – Part 1
    03/04 - Regulations – Regulation CC – Part 2
    03/09 - Standards & Formats
    03/11 - Image Exchange Rules and Agreements: ECCHO Rules
    03/16 - Image Exchange Rules and Agreements: Fed OC3
    03/18 - Image Exchange Process
    03/23 - Exceptions, Returns & Adjustments
    03/25 - Check Products
    03/30 - Fraud and Risk Mitigation
    04/01 - Final Review

    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.

    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.

    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.

  • Third-Party Sender Roundtable 2020

    Contains 12 Component(s) Includes a Live Event on 02/05/2020 at 12:00 PM (PST)

    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 month to month, 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 month to month, 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 2020.  You will have access to attend the live meetings or review the recordings at your convenience.

  • 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 3 Component(s), Includes Credits 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 3 Component(s), Includes Credits 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 4 Component(s), Includes Credits 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 3 Component(s), Includes Credits 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

    Partner, 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.