Catalog Advanced Search

Search by Categories
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Payments Tip: Decoupled and Prepaid Debit Cards

    Contains 2 Component(s) Includes a Live Event on 08/09/2019 at 12:00 PM (PDT)

    With the addition of payroll cards, prepaid cards and decoupled debit cards, we have certainly come a long way from the original BankAmericard launched in 1958. Join WesPay and learn about how card payments work in today’s environment along with some of the newer & emerging products and how they impact your financial institution.

    With the addition of payroll cards, prepaid cards and decoupled debit cards, we have certainly come a long way from the original BankAmericard launched in 1958. Join WesPay and learn about how card payments work in today’s environment along with some of the newer & emerging products and how they impact your financial institution.

    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.

  • Identifying Third Parties and Related Risk

    Contains 2 Component(s) Includes a Live Event on 08/07/2019 at 1:00 PM (PDT)

    Third-Party Processors, Third-Party Senders, and Direct Access each represent a different relationship that may exist between a financial institution and different organizations. We will help identify which role your organization plays and the roles of your third-party relationships.

    Third-Party Processors, Third-Party Senders, and Direct Access each represent a different relationship that may exist between a financial institution and different organizations. All of these relationships create their own unique risk. We will help identify which role your organization plays and the roles of your third-party relationships.  We will also discuss ways to mitigate risk.

    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.

    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.

  • Disaster Preparedness and Business Resumption (Honolulu, HI)

    Contains 2 Component(s)

    Honolulu, HI - 08/07/2019 9:00am - 12:00pm (Local Time): Join WesPay for this informative Workshop where we’ll discuss rules and timeframes for payment processing and review sound practices in Disaster Preparedness and Business Resumption Planning.

    Honolulu, HI - 08/07/2019 9:00am - 12:00pm (Local Time):  

    It seems no matter where you are in the world, disaster can strike anywhere.  Hurricanes, tornadoes, earthquakes and more, all have the ability to impact our lives, not to mention business operations.  Although ACH Rules address Excused Delay, nothing is better than having a solid plan in-place to address potentially disruptive scenarios.  Join WesPay for this informative Workshop where we’ll discuss rules and timeframes for payment processing and review sound practices in Disaster Preparedness and Business Resumption Planning.

    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.

  • ACH Policies & Procedures (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 08/06/2019 at 1:00 PM (PDT)

    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.

  • Payments Expert (Honolulu, HI)

    Contains 2 Component(s)

    Honolulu, HI - 08/06/2019 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.

    Honolulu, HI - 08/06/2019 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.

    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.

  • Board Strategy and Reporting

    Contains 2 Component(s) Includes a Live Event on 07/31/2019 at 1:00 PM (PDT)

    As the payments industry continues to evolve and risks become more present, regulators want to see proof that financial institutions understand their roles at executive levels. In this session we will cover the basics of a board strategy document used to inform executive management around payment services, including the metrics to be shared with your executive team.

    As the payments industry continues to evolve and risks become more present, regulators want to see proof that financial institutions understand their roles at executive levels. The best way to provide this is through documented board approvals and periodic reporting. By attending this session, you will gain a better understanding of board reporting; what to include, areas to highlight and how to justify the risks. We will also cover the basics of a board strategy document used to inform executive management of the "why" you perform ACH Services and "how" you offer Remote Deposit Capture, including the metrics to be shared with your executive team.

    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.

  • ACH Officer Candidate School & AAP Preparation (Reno, NV)

    Contains 2 Component(s)

    Reno, NV - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Reno, NV - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Patty Presta, AAP

    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.

  • ACH Officer Candidate School & AAP Preparation (Portland, OR)

    Contains 2 Component(s)

    Portland, OR - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Portland, OR - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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 Officer Candidate School & AAP Preparation (Greenwood Village, CO)

    Contains 2 Component(s)

    Greenwood, Village, CO - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Greenwood Village, CO - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This three-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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 Tip: Top Check Hotline Calls

    Contains 2 Component(s) Includes a Live Event on 07/26/2019 at 12:00 PM (PDT)

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation. During this session, WesPay staff will discuss some of the more common as well as challenging check questions posed through our Payments Hotline.

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation.  During this session, WesPay staff will discuss some of the more common as well as challenging check questions posed through our Payments Hotline.

    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.