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
  • Card Marketing Programs

    Contains 2 Component(s) Includes a Live Event on 07/25/2019 at 1:00 PM (PDT)

    How many times have you heard “What’s in your wallet”? Marketing your Credit and Debit cards is vital to maintaining your position of client choice when it comes to buying, but you have to make it worth their while. During this session, we’ll explore the tactics used and features you should be showcasing while marketing your various card programs.

    How many times have you heard “What’s in your wallet”?  Better yet; How many times have you wanted to respond with programs better than what you’re seeing advertised.  Marketing your Credit and Debit cards is vital to maintaining your position of client choice when it comes to buying, but you have to make it worth their while.  During this session, we’ll explore the tactics used and features you should be showcasing while marketing your various card programs.

    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.

  • General Data Protection Requirements

    Contains 2 Component(s) Includes a Live Event on 07/24/2019 at 1:00 PM (PDT)

    The General Data Protection Regulation (GDPR) became effective on May 25, 2018, but many companies are still not in compliance. Many This webinar will discuss how GDPR potentially effects all companies, including those based in the U.S., and the steps you should take to become compliant.

    The General Data Protection Regulation (GDPR) became effective on May 25, 2018, but many companies are still not in compliance. Many US businesses don't even realize that they may have compliance issues. GDPR spells out the EU's rules on data privacy which are broad, carry significant penalties for non-compliance and impact any business that keeps or processes information on EU citizens, even those not located in the EU. This webinar will discuss how GDPR potentially effects all companies, including those based in the U.S., and the steps you should take to become compliant.

    Mark Webster

    Partner, Treasury Alliance Group

    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: Strategy & Use Cases

    Contains 2 Component(s) Includes a Live Event on 07/19/2019 at 1:00 PM (PDT)

    As the U.S. forges into a new era of Payments, it seems to be all about making them faster. This session will discuss the need for a Faster Payments Strategy to help you better determine which tools to use based on the needs of your accountholders.

    As the U.S. forges into a new era of Payments, it seems to be all about making them faster.  There are several options, which can be confusing.  Real-Time Payments, multiple P2P applications, and even evolving changes with Same Day ACH.  Which do you use?  And when?  During this session, we will discuss the need for a Faster Payments Strategy to help you better determine which tools to use based on the needs of your accountholders.

    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.

    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.

  • FFIEC Guidance & Corporate Account Takeover

    Contains 2 Component(s) Includes a Live Event on 07/17/2019 at 1:00 PM (PDT)

    During this session, WesPay experts will discuss the FFIEC Guidance for Authentication in an Internet Banking Environment and cover best practices to mitigate the risk of Corporate Account Takeover.

    The FFIEC issued Guidance on Authentication in an Internet Banking Environment, and a supplement to this guidance which identifies increased risk and requires financial institutions to review its tools for online authentication and authorization. Learn how to protect your corporate and consumer clients, as well as ensure compliance with the FFIEC guidance. We will also discuss Corporate Account Takeover and best practices you can implement to help prevent this from occurring.

    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.

    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.

  • Wire Transfer (Three-Part Series)

    Contains 4 Component(s) Includes a Live Event on 07/16/2019 at 1:00 PM (PDT)

    This Wire Transfer 3-part series includes the essentials to give you a solid foundation on Wires. The session includes: Introduction to Wires, Wire Transfer Compliance & Risk , and Wire Transfer Formats & Messaging.

    Wire Transfers continue to be an integral payment option for corporations and consumers alike. In this three-part series, we will examine the main wire systems used in the U.S.; Fedwire, CHIPS, and SWIFT. Expert staff will help you gain an understanding of how wire payments are processed, settled, the participants involved, as well as the rules and regulations governing wires. This is a basic overview of wires and is intended for individuals new to wire operations, front line staff and individuals wanting to learn more about wire transfers.

    The three sessions include: 

    1. Introduction to Wires (Part 1)
    2. Wire Transfer Compliance & Risk (Part 2)
    3. Wire Transfer Formats & Messaging (Part 3 of 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.

    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: Stop Payments, Authorization Revoked and Unauthorized Entries

    Contains 2 Component(s) Includes a Live Event on 07/12/2019 at 12:30 PM (PDT)

    There is always confusion as to when we use a stop payment vs. authorization revoked. Are you aware of the rules related to authorization revoked? This Payments Tip will go into detail around the differences between stop payments and revoked authorizations, and when they are to be used. We will also take a look at unauthorized returns, when to use them, what the rules say, and how they differ between consumers and our corporate accountholders.

    There is always confusion as to when we use a stop payment vs. authorization revoked. Are you aware of the rules related to authorization revoked? This Payments Tip will go into detail around the differences between stop payments and revoked authorizations, and when they are to be used. We will also take a look at unauthorized returns, when to use them, what the rules say, and how they differ between consumers and our corporate accountholders.

    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.

  • Preventing Elder Financial Abuse

    Contains 2 Component(s) Includes a Live Event on 07/10/2019 at 1:00 PM (PDT)

    Each year, approximately 2,500 cases of financial elder abuse are reported just in the San Francisco area alone. This is a serious and silent crime that needs to be addressed. Do you know that your financial institution may be required by law to report any “suspected” cases of elder abuse? This session will discuss common scams that affect the elderly, the psychology behind these scams and ways your financial institutions can identify and help prevent these scams from occurring.

    Each year, approximately 2,500 cases of financial elder abuse are reported just in the San Francisco area alone. This is a serious and silent crime that needs to be addressed. Do you know that your financial institution may be required by law to report any “suspected” cases of elder abuse? This session will discuss common scams that affect the elderly, the psychology behind these scams and ways your financial institutions can identify and help prevent these scams from occurring.

    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 Regulations Series (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 07/09/2019 at 1:00 PM (PDT)

    "In part one of this two-part series, we will review of the check payment system’s regulatory foundation, which begins with the Uniform Commercial Code. This session will cover UCC Articles 3 and 4 and will provide some scenarios illustrating key provisions. In part two of our Check Regulation series, we will continue the review of the check payment system’s regulatory foundation with a discussion of Regulation CC. Part of the Code of Federal Regulations (CFR), Reg CC provisions will be discussed in some detail. Scenarios will be used to illustrate key warranties and how breach of warranty situations may be handled."

    "In part one of this two-part series, we will review of the check payment system’s regulatory foundation, which begins with the Uniform Commercial Code. This session will cover UCC Articles 3 and 4 and will provide some scenarios illustrating key provisions.

    In part two of our Check Regulation series, we will continue the review of the check payment system’s regulatory foundation with a discussion of Regulation CC. Part of the Code of Federal Regulations (CFR), Reg CC provisions will be discussed in some detail. Scenarios will be used to illustrate key warranties and how breach of warranty situations may be handled."

    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.

    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 Risk for Treasury Sales

    Contains 2 Component(s) Includes a Live Event on 07/03/2019 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? 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.

    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.

    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: Holder in Due Course Overview

    Contains 2 Component(s) Includes a Live Event on 06/28/2019 at 12:00 PM (PDT)

    A primary risk of Mobile Deposit is multiple deposits of the same item to various institutions, including check cashing services. When items are cashed or deposited more than once, who has right to the claim? Attend this webinar to better understand your role and how you can help to mitigate double-debit risk.

    Mobile Deposit and Remote Deposit Capture have become almost mandatory services enabling you to compete for depositors as a financial institution. But with these services comes risk. One of those risks includes multiple deposits of the same item to various institutions, including check cashing services. When items are cashed or deposited more than once, who has right to the claim? Uniform Commercial Code and Regulation CC put forth ground rules on this; respectively, Holder in Due Course and the no double-debit warranty. Attend this webinar to better understand your role and how you can help to mitigate double-debit risk.

    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

    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.