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  • ISO 20022

    Contains 2 Component(s) Includes a Live Event on 11/20/2019 at 1:00 PM (PST)

    ISO 20022 is a standard for the exchange of electronic data between financial institutions. As most of the world is moving to this global standard, it’s important to understand the capabilities and use cases, as well as supporting payment channels. Attend this session to gain a more thorough understanding of the messaging format and its capabilities.

    ISO 20022 is a standard for the exchange of electronic data between financial institutions.  As most of the world is moving to this global standard, it’s important to understand the capabilities and use cases, as well as supporting payment channels.  Attend this session to gain a more thorough understanding of the messaging format and its capabilities.

    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.

    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.

  • Remote Deposit Capture

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

    Remote Deposit Capture has been one of the fastest growing products offered in the payments arena. This session will discuss tools and techniques suggested when implementing RDC with your clients. The session will also look at guidelines suggested by FFIEC when offering this product to corporate and consumer customers. Lessons learned during the implementation and roll-out process will be highlighted.

    Remote Deposit Capture has been one of the fastest growing products offered in the payments arena. This session will discuss tools and techniques suggested when implementing RDC with your clients. The session will also look at guidelines suggested by FFIEC when offering this product to corporate and consumer customers. Lessons learned during the implementation and roll-out process will be highlighted.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    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.

  • Payments Tip: Third-Party Audit Considerations

    Contains 2 Component(s) Includes a Live Event on 11/15/2019 at 12:00 PM (PST)

    In addition to the standard audit points used in validating ACH compliance, third-parties add a level of complexity to the mix. Join WesPay for this informative Webinar, where we’ll take a closer look at the additional risks posed by third-parties and the supplementary audit points to consider.

    In addition to the standard audit points used in validating ACH compliance, third-parties add a level of complexity to the mix.  Join WesPay for this informative Webinar, where we’ll take a closer look at the additional risks posed by third-parties and the supplementary audit points to consider.

    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 Adjustments (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 11/12/2019 at 11:00 AM (PST)

    In this two-part series, you will learn the proper steps, codes and timeframes for the timely and accurate processing of check error codes. This session will provide attendees with a review of the check adjustment process, highlight the risks associated with improper handling of check adjustments and the steps necessary to ensure that your institution's check adjustment process runs smoothly. An overview of the check adjustment error types associated with image exchange will be discussed.

    In this two-part series, you will learn the proper steps, codes and timeframes for the timely and accurate processing of check error codes. This session will provide attendees with a review of the check adjustment process, highlight the risks associated with improper handling of check adjustments and the steps necessary to ensure that your institution's check adjustment process runs smoothly.  An overview of the check adjustment error types associated with image exchange will be discussed.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    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.

  • Faster Fridays: P2P Applications

    Contains 2 Component(s) Includes a Live Event on 11/08/2019 at 1:00 PM (PST)

    It seems everyone is offering or preparing to offer Person to Person (P2P) applications in some shape or form. Financial institutions and FinTechs are in a battle for market-share and it’s become a huge ball of confusion. Zelle, PayPal, Square, Snapcash and others continue to muddy the waters. During this session, we will explore the various types of P2P applications, how they work, features and payment flow.

    It seems everyone is offering or preparing to offer Person to Person (P2P) applications in some shape or form.  Financial institutions and FinTechs are in a battle for market-share and it’s become a huge ball of confusion.  Zelle, PayPal, Square, Snapcash and others continue to muddy the waters.  During this session, we will explore the various types of P2P applications, how they work, features and payment flow.

    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 21 Solutions

    Contains 2 Component(s) Includes a Live Event on 11/07/2019 at 11:00 AM (PST)

    Image Exchange and Remote Deposit Capture (RDC) have become the norm for check processing today. An overview of the necessary steps financial institutions must remember when processing image exchange and/or RDC will be highlighted. We will also review and discuss proper handling of expedited recredit procedures and breach of warranty claims for disputes, risk management of RDC issued by the FFIEC, lessons learned during the implementation process, and RDC agreement recommendations.

    Image Exchange and Remote Deposit Capture (RDC) have become the norm for check processing today. An overview of the necessary steps financial institutions must remember when processing image exchange and/or RDC will be highlighted. We will also review and discuss proper handling of expedited recredit procedures and breach of warranty claims for disputes, risk management of RDC issued by the FFIEC, lessons learned during the implementation process, and RDC agreement recommendations.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    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.

  • Payments Fraud

    Contains 2 Component(s) Includes a Live Event on 11/06/2019 at 1:00 PM (PST)

    Financial thieves are business people, just like us. Their job is to learn the cracks in our systems; our job is to fill those cracks. This session will provide you with the tools needed to develop effective anti-fraud policies and procedures, mitigate risk and protect your financial institution.

    Financial thieves are business people, just like us. Their job is to learn the cracks in our systems; our job is to fill those cracks. This session will provide you with the tools needed to develop effective anti-fraud policies and procedures, mitigate risk and protect your financial institution. Join us to learn the latest scams affecting the payments industry and sound practices to protect your organization against schemes such as phishing, spoofing, identity theft and other types of fraud.

    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.

  • Understanding eCheck Conversion & ACH

    Contains 2 Component(s) Includes a Live Event on 11/05/2019 at 11:00 AM (PST)

    This webinar is a comprehensive overview of the ACH rules governing check conversion. We will discuss each participant’s rights, responsibilities and obligations. We will also discuss operational procedures, return options and how you can explain these items to consumers. In addition, we will discuss the ODFI/Originator requirements specific to the various check conversion options and check conversions’ distinguishing characteristics from Remote Deposit Capture.

    This webinar is a comprehensive overview of the ACH rules governing check conversion. We will discuss each participant’s rights, responsibilities and obligations. We will also discuss operational procedures, return options and how you can explain these items to consumers. In addition, we will discuss the ODFI/Originator requirements specific to the various check conversion options and check conversions’ distinguishing characteristics from Remote Deposit Capture. 

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    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.

  • Payments Tip: Business Email Compromise: Identification and Prevention

    Contains 2 Component(s) Includes a Live Event on 11/01/2019 at 12:00 PM (PDT)

    Did you send out that wire? Approve that ACH batch? Yes? Good! Now someone can retire early. That email you got from CE0@yourcompany.com, that was a hacker. The ‘O’ in CEO was really a ZERO and you received false instructions. That’s just one form of Business Email Compromise used to steal funds from your organization. Join us as we discuss various forms of fraud related to email and other devices that crooks are using to take money out of your accounts. . 

    Did you send out that wire?  Approve that ACH batch?  Yes? Good!  Now someone can retire early.  That email you got from CE0@yourcompany.com, that was a hacker.  The ‘O’ in CEO was really a ZERO and you received false instructions.  That’s just one form of Business Email Compromise used to steal funds from your organization.  Join us as we discuss various forms of fraud related to email and other devices that crooks are using to take money out of your accounts.

    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.

  • ECCHO Rules

    Contains 2 Component(s) Includes a Live Event on 10/31/2019 at 11:00 AM (PDT)

    To fully understand today’s electronic image exchange environment, financial institutions should understand the various ways in which checks can be exchanged and the similarities and differences in the rules and agreements that govern those exchanges. This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    To fully understand today’s electronic image exchange environment, financial institutions should understand the various ways in which checks can be exchanged and the similarities and differences in the rules and agreements that govern those exchanges. This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    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.