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  • Regulation E (Vancouver, WA)

    Contains 2 Component(s)

    Vancouver, WA - 03/19/2019 1:00pm - 4:00pm (Local Time): The most frequent inquiries on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes. What do I do? What is an Error? Join WesPay for this informative Workshop and get the information you need to keep you Reg. E compliant.

    Vancouver, WA - 03/19/2019 1:00pm - 4:00pm (Local Time):

    The most frequent questions asked on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes:
    • What do I do?
    • What is an Error?
    • What is the consumer liability?
    • Is this a Reg. E claim or Unauthorized ACH?
    We will look at all of these situations and more as we discuss consumer and corporate disputes in detail and provide the information you need to keep you Reg. E compliant.

    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 Update 2019 (Vancouver, WA)

    Contains 2 Component(s)

    Vancouver, WA - 03/19/2019 9:00am - 12:00pm (Local Time): Join WesPay for our annual Payments Update Workshop, where we’ll bring you up to date on the latest changes in the Payments industry.

    Vancouver, WA - 03/19/2019 9:00am - 12:00pm (Local Time):

    2019 promises to bring significant impact to both ACH Rules and Check regulations. This half-day Workshop will cover the changes in the following areas:

    ACH
    • ACH Audit
    • Data Security
    • Return Processing
    • Same Day ACH (minor updates)

    Check
    • Presumption of Alteration
    • Reg CC
    • Reg J
    • OC-3

    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: Real-time Payments Rules & Compliance

    Contains 1 Component(s) Includes a Live Event on 03/15/2019 at 1:00 PM (PDT)

    Real-Time Payments (RTP) is now live and being made available to all U.S. financial institutions. As with all other payment systems, participation means you must agree to comply with a new set of network rules. This session will give you a basic overview of some of the key rules for this new network to assist you in your discussion as you develop you faster payments strategy.

    The latest new payment channel in over 40 years, Real-Time Payments (RTP), created by The Clearing House, is now live and being made available to all U.S. financial institutions. As with all other payment systems, participation means you must agree to comply with a new set of network rules. This session will give you a basic overview of some of the key rules for this new network to assist you in your discussion as you develop you faster payments strategy.

    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.

    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.

  • Regulation E (Anchorage, AK)

    Contains 2 Component(s)

    Anchorage, AK - 03/13/2019 1:00pm - 4:00pm (Local Time): The most frequent inquiries on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes. What do I do? What is an Error? Join WesPay for this informative Workshop and get the information you need to keep you Reg. E compliant.

    Anchorage, AK - 03/13/2019 1:00pm - 4:00pm (Local Time): 

    The most frequent questions asked on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes:
    • What do I do?
    • What is an Error?
    • What is the consumer liability?
    • Is this a Reg. E claim or Unauthorized ACH?
    We will look at all of these situations and more as we discuss consumer and corporate disputes in detail and provide the information you need to keep you Reg. E compliant.

    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.

  • Making Your Card Top of Wallet

    Contains 2 Component(s) Includes a Live Event on 03/13/2019 at 1:00 PM (PDT)

    As new payment options and competition increases, the struggle continues for the all-coveted share of non-interest income. One of the greatest sources of this is Interchange. During this WesPay Webinar, we’ll discuss various card features designed to have your accountholders saying, “THIS is what’s in MY wallet!”

    As new payment options and competition increases, the struggle continues for the all-coveted share of non-interest income.  One of the greatest sources of this is Interchange.  If you’re a financial institution issuing Debit or Credit Cards, you know that making your card the “chosen one” is vital to maintaining the stream of income.  That’s why we see more card programs and features to make each card more attractive.  During this WesPay Webinar, we’ll discuss various card features designed to have your accountholders saying, “THIS is what’s in MY wallet!”

    Nathan Lemon

    Director of Payment Solutions, IC Payments

    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.

  • Regulation E (Casper, WY)

    Contains 2 Component(s)

    Casper, WY - 03/13/2019 1:00pm - 4:00pm (Local Time): The most frequent inquiries on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes. What do I do? What is an Error? Join WesPay for this informative Workshop and get the information you need to keep you Reg. E compliant.

    Casper, WY - 03/13/2019 1:00pm - 4:00pm (Local Time): 

    The most frequent questions asked on the WesPay Payments Hotline revolve around Regulation E and ACH Disputes:
    • What do I do?
    • What is an Error?
    • What is the consumer liability?
    • Is this a Reg. E claim or Unauthorized ACH?
    We will look at all of these situations and more as we discuss consumer and corporate disputes in detail and provide the information you need to keep you Reg. E compliant.

    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 Update 2019 (Anchorage, AK)

    Contains 2 Component(s)

    Anchorage, AK - 03/13/2019 9:00am - 12:00pm (Local Time): Join WesPay for our annual Payments Update Workshop, where we’ll bring you up to date on the latest changes in the Payments industry.

    Anchorage, AK - 03/13/2019 9:00am - 12:00pm (Local Time):

    2019 promises to bring significant impact to both ACH Rules and Check regulations. This half-day Workshop will cover the changes in the following areas:

    ACH
    • ACH Audit
    • Data Security
    • Return Processing
    • Same Day ACH (minor updates)

    Check
    • Presumption of Alteration
    • Reg CC
    • Reg J
    • OC-3

    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 Update 2019 (Casper, WY)

    Contains 2 Component(s)

    Casper, WY - 03/13/2019 9:00am - 12:00pm (Local Time): Join WesPay for our annual Payments Update Workshop, where we’ll bring you up to date on the latest changes in the Payments industry.

    Casper, WY - 03/13/2019 9:00am - 12:00pm (Local Time):

    2019 promises to bring significant impact to both ACH Rules and Check regulations. This half-day Workshop will cover the changes in the following areas

    ACH

    1. ACH Audit
    2. Data Security
    3. Return Processing
    4. Same Day ACH

    Check

    1. Presumption of Alteration
    2. Reg CC
    3. Reg J
    4. OC-3

    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 Audit (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 03/12/2019 at 1:00 PM (PDT)

    The review of compliance with ACH audit requirements has been identified as a key priority for examiners under guidelines published by the Federal Financial Institutions Examination Council. This two-part Webinar series thoroughly reviews RDFI, ODFI and mutually common audit points, providing specific information on how to properly test for compliance.

    The review of compliance with ACH audit requirements has been identified as a key priority for examiners under guidelines published by the Federal Financial Institutions Examination Council. This two-part Webinar series thoroughly reviews RDFI, ODFI and mutually common audit points, providing specific information on how to properly test for compliance. WesPay’s experts will also inform you of common findings and suggested "sound practices" to incorporate within your policies and procedures.

    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.

  • WesPay Washington Update - 1st Quarter

    Contains 2 Component(s) Includes a Live Event on 03/11/2019 at 1:00 PM (PDT)

    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.