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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.
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  • WesPay Quarterly Member Update - 2nd Quarter

    Contains 2 Component(s) Includes a Live Web Event on 06/01/2020 at 1:00 PM (PDT)

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership. One complimentary line is included each quarter per member organization.

    Join WesPay for your complimentary Quarterly Member Update. We cover the latest hot topics and happenings in the payments industry. These sessions are provided as a benefit of your WesPay membership. One complimentary line is included each quarter per member organization.

  • ACH Operations for the RDFI

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/28/2020 at 1:00 PM (PDT)

    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.

  • ACH Operating Rules (Two-Part Series)

    Contains 4 Component(s), Includes Credits Includes Multiple Live Events. The next is on 05/21/2020 at 1:00 PM (PDT)

    Many financial institutions are overwhelmed with the NACHA Operating Rules and aren’t sure where to find what they need. Attend this webinar and get the confidence and tools to find the information you need to navigate the Rules and better understand your obligations as a financial institution.

    Many financial institutions are overwhelmed with the NACHA Operating Rules and aren’t sure where to find what they need.  Attend this two-part webinar series and walk through them with us.  The NACHA Operating Rules are made up of 8 Articles and 10 Appendices, and an abundance of information in the Guidelines section.  After this webinar you will have the confidence and tools to find the information you need to navigate the Rules and better understand your obligations as a financial institution.

  • ACH Boot Camp - Level I (Glendale, AZ)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 05/21/2020 at 9:00 AM (PDT)

    Glendale, AZ - 05/21/2020 - 05/22/2020 9:00am - 3:00pm (Local Time): WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills.

    Glendale, AZ - 05/21/2020 - 05/22/2020 9:00am - 3:00pm (Local Time)
    CEU – 4.0 AAP

    WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills. Members will walk away from ACH Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of ACH operations, compliance and its growing uses in the payments industry.  

    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.

  • ACH Network Certificate - Level II (2nd Quarter)

    Contains 17 Component(s), Includes Credits Includes Multiple Live Events. The next is on 05/19/2020 at 1:00 PM (PDT)

    Payments professionals specializing in the ACH Network require a broad knowledge of all the various aspects of this complex payments system. This industry-level certificate includes 12 live webinars, a review session and a comprehensive exam. The ACH Network Certificate series provides a more thorough explanation of the entire ACH system and provides a strong foundation for any professional who wishes to develop a level of expertise in this area.

    Payments professionals specializing in the ACH Network require a broad knowledge of all the various aspects of this complex payments system. This industry-level certificate includes 12 live webinars, a review session and a comprehensive exam. The ACH Network Certificate series provides a more thorough explanation of the entire ACH system and provides a strong foundation for any professional who wishes to develop a level of expertise in this area.

  • Introduction to ACH

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/19/2020 at 1:00 PM (PDT)

    This webinar focuses on the essentials of ACH, including a brief history of the Network and defining the parties of ACH transactions. This is a basic overview of ACH and is intended for individuals new to ACH operations, front line Staff and individuals wanting to learn more about ACH.

    This webinar focuses on the essentials of ACH, including a brief history of the Network and defining the parties of ACH transactions. We will also discuss the transaction flow and settlement process. In addition, we will cover many aspects of exception item processing, including stop payments vs. authorization revoked and unauthorized debits. This is a basic overview of ACH and is intended for individuals new to ACH operations, front line Staff and individuals wanting to learn more about ACH.

  • ACH Boot Camp - Level I (Portland, OR)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 05/19/2020 at 9:00 AM (PDT)

    Portland, OR - 05/19/2020 - 05/20/2020 9:00am - 3:00pm (Local Time): WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills.

    Portland, OR - 05/19/2020 - 05/20/2020 9:00am - 3:00pm (Local Time)
    CEU – 4.0 AAP

    WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills. Members will walk away from ACH Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of ACH operations, compliance and its growing uses in the payments industry.  

    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.

  • ACH Boot Camp - Level I (Albuquerque, NM)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 05/13/2020 at 9:00 AM (PDT)

    Albuquerque, NM - 05/13/2020 - 05/14/2020 9:00am - 3:00pm (Local Time): WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills.

    Albuquerque, NM - 05/13/2020 - 05/14/2020 9:00am - 3:00pm (Local Time)
    CEU – 4.0 AAP

    WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills. Members will walk away from ACH Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of ACH operations, compliance and its growing uses in the payments industry.  

    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 Boot Camp - Level I (Tacoma, WA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 05/12/2020 at 9:00 AM (PDT)

    Tacoma, WA - 05/12/2020 - 05/13/2020 9:00am - 3:00pm (Local Time): WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills.

    Tacoma, WA - 05/12/2020 - 05/13/2020 9:00am - 3:00pm (Local Time)
    CEU – 4.0 AAP

    WesPay is ready to whip you into ACH shape! Designed for members with one to two years of ACH experience, WesPay’s ACH Boot Camp is an intense two-day event, which will help participants hone their ACH skills. Members will walk away from ACH Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of ACH operations, compliance and its growing uses in the payments industry.  

    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: Real-time Payments Operating Rules & Compliance

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 05/08/2020 at 1:00 PM (PDT)

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

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