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  • Payments Update 2020 (Las Vegas, NV)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 02/13/2020 at 9:00 AM (PST)

    Las Vegas, NV - 02/13/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Las Vegas, NV - 02/13/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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.

  • Check Disputes – A through U (Albuquerque, NM)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 02/12/2020 at 1:00 PM (PST)

    Albuquerque, NM - 02/12/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Albuquerque, NM - 02/12/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 2020 (Albuquerque, NM)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 02/12/2020 at 9:00 AM (PST)

    Albuquerque, NM - 02/12/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Albuquerque, NM - 02/12/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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.

  • Check Disputes – A through U (Santa Fe, NM)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 02/11/2020 at 1:00 PM (PST)

    Santa Fe, NM - 02/11/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Santa Fe, NM - 02/11/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 Origination for the ODFI

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/11/2020 at 10:00 AM (PST)

    If you are new to ACH Origination, this session is for you. WesPay's ACH Origination webinar provides an overview of the many factors you must consider when implementing ACH Origination processes within your organization.

    Is your financial institution new to originating ACH transactions? Are you considering implementing ACH Origination in the near future? If either of these apply, this session is for you. WesPay's ACH Origination webinar provides an overview of the many factors you must consider when implementing ACH Origination processes within your organization. We will discuss the warranties and liabilities of becoming an ODFI and risk mitigation tools to protect you from fraud and loss.

  • Payments Update 2020 (Santa, Fe, NM)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 02/11/2020 at 9:00 AM (PST)

    Santa Fe, NM - 02/11/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Santa Fe, NM - 02/11/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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.

  • Lunchtime Tip: Regulation CC Funds Availability Update (Q1 and Q2)

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/07/2020 at 12:00 PM (PST)

    In 1989 Regulation CC implemented the Expedited Funds Availability Act, providing quicker access to funds from deposited checks. We saw significant changes recently, mostly around image exchange. Effective in 2020, more changes will occur regarding Subpart B as it directly affects Funds Availability. Join WesPay for this Reg. CC update so you’re prepared for the coming changes.

    In 1989 Regulation CC implemented the Expedited Funds Availability Act, providing quicker access to funds from deposited checks. We saw significant changes recently, mostly around image exchange. Effective in 2020, more changes will occur regarding Subpart B as it directly affects Funds Availability. Join WesPay for this Reg. CC update so you’re prepared for the coming changes.

  • Check Disputes – A through U (Livermore, CA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 02/06/2020 at 1:00 PM (PST)

    Livermore, CA - 02/06/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Livermore, CA - 02/06/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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.

  • Check Disputes – A through U (Anaheim, CA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 02/06/2020 at 1:00 PM (PST)

    Anaheim, CA - 02/06/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Anaheim, CA - 02/06/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 Operations for the RDFI

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/06/2020 at 10:00 AM (PST)

    RDFIs don’t have the same burdens as ODFIs, however, the wrong mistakes can prove costly and time consuming when not properly handled. This session on RDFI processing provides the groundwork for understanding ACH from the perspective of the Receiving Depository Financial Institution (RDFI).

    RDFIs don’t have the same burdens as ODFIs, however, the wrong mistakes can prove costly and time consuming when not properly handled.  This session on RDFI processing provides the groundwork for understanding ACH from the perspective of the Receiving Depository Financial Institution (RDFI).  Our experts will cover how ACH entries are received, settled and returned. Emphasis will be placed on covering the obligations of RDFIs.