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  • International Payments & IAT

    Contains 2 Component(s) Includes a Live Event on 06/27/2019 at 1:00 PM (PDT)

    The IAT SEC Code paved the way for better international trade and fundamentally changed how International ACH Transactions (IAT) are identified. This Webinar covers the background of IAT rules, the roles of the “Gateway” Operators, and address the formatting requirements and issues surrounding regulatory compliance.

    The IAT SEC Code paved the way for better international trade and fundamentally changed how International ACH Transactions (IAT) are identified.  Under guidance of the BSA Travel Rule, IATs place specific requirements on every participating financial institution. This Webinar covers the background of IAT rules, the roles of the “Gateway” Operators, and address the formatting requirements and issues surrounding regulatory compliance.

    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.

  • Combatting the Dark Web

    Contains 2 Component(s) Includes a Live Event on 06/26/2019 at 1:00 PM (PDT)

    Hey, you . . . want to buy a Credit Card number? In this session, we will demonstrate the ugly side of electronic commerce on the dark web as we take you on a journey where you can buy debit card data, bank account data, and counterfeit currency.

    Hey, you . . . want to buy a Credit Card number?  How about a Social Security Number?  Yes, AlphaBay and Hansa are gone, but many other dark websites still remain. Information and products available on the dark web are continuously growing and with the increased number of data breaches in the past few years, more personal information is bound to end up for sale. In this session, we will demonstrate the ugly side of electronic commerce on the dark web as we take you on a journey where you can buy debit card data, bank account data, and counterfeit currency. Becoming aware of these sites will help your team educate employees, conduct research into potential illegal activity, and complete better due diligence on customers and Third-Party Payment Processors.

    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.

  • RegTech: Regulators Perspective

    Contains 2 Component(s) Includes a Live Event on 06/26/2019 at 11:00 AM (PDT)

    WesPay is committed to helping its members stay informed on the latest developments in the emerging payments space. Today's RegTech webinar will be a panel discussion by regulators and their thoughts about a financial institution using a RegTech solution to assist in managing their payments compliance and regulatory requirements.

    Whenever a new technology is used to help a financial institutions operations, the regulator wants to know some details. This webinar will let you hear what various agencies think about the use of RegTech solutions in your payment operations. You will hear their perspective on what to be prepared to answer, what due diligence they would expect and other key areas to consider.

    Kim Bickford (Moderator)

    SVP, Industry Relations

    Kim Bickford is responsible for all aspects of member service. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Kim is responsible for internal operations of the organization including finance, technology, vendor management and member service. Kim has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Kim served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.

    Prior to becoming part of WesPay’s team, Kim served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. Kim is the treasurer and Chair of several high school related activities. Kim is a former member of the American Financial Professionals and has taught courses on various payments subjects including credit union marketing and ACH origination for businesses.

  • ACH Exceptions

    Contains 2 Component(s) Includes a Live Event on 06/25/2019 at 1:00 PM (PDT)

    ACH Exception Item Processing can be confusing, and it is important to understand the various processes surrounding ACH Rules. Let WesPay help increase your knowledge by attending this webinar.

    ACH Exception Item Processing can be confusing, and it is important to understand the various processes surrounding ACH Rules. Non-compliance with the rules may lead to rules violations and customer dissatisfaction. This session will cover issues such as Reclamations, Return items and NOCs. We will share tips and ideas other members have used to limit their liability and make their Operations more successful. Let WesPay help increase your knowledge by attending this webinar.

    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.

  • Faster Fridays: Faster Payments Systems Overview

    Contains 2 Component(s) Includes a Live Event on 06/21/2019 at 1:00 PM (PDT)

    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.

    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.

  • Regulation CC Update

    Contains 2 Component(s) Includes a Live Event on 06/19/2019 at 1:00 PM (PDT)

    Effective July 1, 2018, there were some significant changes to Regulation CC. Attend this session to better understand how these changes may affect your check operations, policies and products.

    Effective July 1, 2018, there were some significant changes to Regulation CC.  Not as much around hold time-frames, but regarding your returns and adjustments.  For the first time since Check 21 was implemented, the regulation actually addresses Remote Deposit Capture and add to some image warranties.  Attend this session to better understand how these changes may affect your check operations, policies and products.

    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.

  • RegTech: Solutions for Financial Institutions

    Contains 2 Component(s) Includes a Live Event on 06/19/2019 at 11:00 AM (PDT)

    WesPay is committed to helping its members stay informed on the latest developments in the emerging payments space. Today's webinar is centered around providing viewers with RegTech solutions.

    Join us for three 12 minute RegTech product demonstrations by industry leaders. Each demonstration will show the viewer a use case and how the product works. Your contact information remains the property of WesPay and will not be shared with the solution providers. This session is for informational purposes only.

    Kim Bickford (Moderator)

    SVP, Industry Relations

    Kim Bickford is responsible for all aspects of member service. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Kim is responsible for internal operations of the organization including finance, technology, vendor management and member service. Kim has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Kim served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.

    Prior to becoming part of WesPay’s team, Kim served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. Kim is the treasurer and Chair of several high school related activities. Kim is a former member of the American Financial Professionals and has taught courses on various payments subjects including credit union marketing and ACH origination for businesses.

    Microbilt

    Q2 ebanking

  • Regulation E (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 06/18/2019 at 1:00 PM (PDT)

    Regulation E sets forth the requirements of the Electronic Funds Transfer Act. This two-part Webinar will discuss the impact of the regulation for the financial industry as it relates to consumer rights.

    Regulation E sets forth the requirements of the Electronic Funds Transfer Act. This two-part Webinar will discuss the impact of the regulation for the financial industry as it relates to consumer rights. Various aspects of the regulation will be covered, particularly from the standpoint of the automated clearing house. Topics include definitions, coverage, required disclosures, error resolution and more.

    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.

    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.

  • Fintech Webinar Series: Demystifying The Current State Of Affairs & Challenges With Cannabis & CBD Electronic Payments

    Contains 2 Component(s) Includes a Live Event on 06/17/2019 at 1:00 PM (PDT)

    The cannabis and industrial hemp/CBD industries continue down a path of constant change. Differences in Federal & State laws and regulations are creating confusion in the financial services, banking and payments marketplaces and, thus, too often resulting in misinformation and uncertainty. This webinar will be focused on clarifying the current state of affairs related to banking these industries, with a primary focus on current payment solutions and strategies for these emerging and challenging markets. Better understand how and why banking and payments are inextricably linked at new heightened levels possibly never seen before in the payments industry. Finally, learn about some possible future market predictions for upcoming payment solutions.

    The cannabis and industrial hemp/CBD industries continue down a path of constant change. Differences in Federal & State laws and regulations are creating confusion in the financial services, banking and payments marketplaces and, thus, too often resulting in misinformation and uncertainty. This webinar will be focused on clarifying the current state of affairs related to banking these industries, with a primary focus on current payment solutions and strategies for these emerging and challenging markets. Better understand how and why banking and payments are inextricably linked at new heightened levels possibly never seen before in the payments industry. Finally, learn about some possible future market predictions for upcoming payment solutions.

    Ryan Gullum, AAP (Moderator)

    VP, Industry Relations & Administration, WesPay

    Ryan has been with WesPay since 1999. He is currently working to connect FinTechs and FI's in synergistic relationships. Since earning the ACH Accredited Professional (AAP) designation in 2009, he has played a major role in conducting ACH audits for WesPay’s financial institution members and regularly assists members on the payments hotline. Prior to joining the WesPay team, he worked for Franklin-Templeton Funds and Thompson Financial Group.  Ryan enjoys spending time with his family, he loves hockey, and is an avid auto racing fan.

    André G. Herrera

    Executive Vice President of Banking & Compliance, Hypur, Inc.

    Andre’s broad experience in payment system and banking technology management spans over 26 years and includes the management of complex large-scale conversions, migrations and new product implementations. He also has expertise in implementing merchant credit card processing programs and ACH, debit, credit and stored value initiatives. Andre was key in the engineering of the Hypur Comply feature set and leads Hypur’s collaboration with financial institutions on compliance and regulatory issues. Considered an expert in banking challenging industries, he is frequently asked to speak at banking conferences and seminars providing insight and expertise.

    Todd Fuller

    Executive Vice President of Sales, Hypur, Inc.

    Todd has 25 years of extensive leadership experience in merchant acquiring, commercial banking, and financial services and compliance software sales. He was a founder and CEO of a start up payments and acquiring ISO for 15 years with a successful acquisition exit. Next, as SVP of a commercial bank, he architected new revenue strategies to go head-to-head with national bank competitors as a community banker. Then, as EVP of Sales and Marketing for an established ecommerce credit card processor and acquirer, he was a part of a successful multi-year exit strategy to a publicly traded company. Todd is now passionate about guiding Hypur’s omnichannel revenue and growth strategies.

  • RegTech: Solutions for Financial Institutions

    Contains 2 Component(s) Includes a Live Event on 06/17/2019 at 11:00 AM (PDT)

    WesPay is committed to helping its members stay informed on the latest developments in the emerging payments space. Today's webinar is centered around providing viewers with RegTech solutions.

    Join us for three 12 minute RegTech product demonstrations by industry leaders. Each demonstration will show the viewer a use case and how the product works. Your contact information remains the property of WesPay and will not be shared with the solution providers. This session is for informational purposes only.

    Kim Bickford (Moderator)

    SVP, Industry Relations

    Kim Bickford is responsible for all aspects of member service. Her responsibilities include developing our strategic partnerships with industry and trade organizations as well as creating memory worthy member service. Kim is responsible for internal operations of the organization including finance, technology, vendor management and member service. Kim has served on the Regional Payments Association’s Communications and Marketing committee. Prior to joining WesPay in 2008, Kim served on the WesPay Board of Directors, chaired the Education, Marketing and Communications committee, and served on the Corporate Network Marketing Forum Committee.

    Prior to becoming part of WesPay’s team, Kim served as the Vice President of the Northwest Regional office for Southwest Corporate Federal Credit Union and Chief Operating Officer of Northwest Corporate Federal Credit Union. Kim is the treasurer and Chair of several high school related activities. Kim is a former member of the American Financial Professionals and has taught courses on various payments subjects including credit union marketing and ACH origination for businesses.

    Verafin

    EverCompliant

    QuantaVerse