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  • ACH Officer Candidate School & AAP Preparation (Salt Lake City, UT)

    Contains 2 Component(s)

    Salt Lake City, UT - 08/13/2019 thru 08/15/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Salt Lake City, UT - 08/13/2019 thru 08/15/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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: Decoupled and Prepaid Debit Cards

    Contains 2 Component(s) Includes a Live Event on 08/09/2019 at 12:00 PM (PDT)

    With the addition of payroll cards, prepaid cards and decoupled debit cards, we have certainly come a long way from the original BankAmericard launched in 1958. Join WesPay and learn about how card payments work in today’s environment along with some of the newer & emerging products and how they impact your financial institution.

    With the addition of payroll cards, prepaid cards and decoupled debit cards, we have certainly come a long way from the original BankAmericard launched in 1958. Join WesPay and learn about how card payments work in today’s environment along with some of the newer & emerging products and how they impact your financial institution.

    John Curtis, AAP, NCP, APRP

    SVP, Education & Training

    John has over twenty years of experience in payments and has held positions in Treasury Management, Information Systems and Corporate Training and Development. John was Product Manager for Electronic Payments including ACH, EDI and Emerging Payment Technologies for fourteen years at Bank of the West. He has served as Chairman of WesPay’s Education Committee and as an Advisor to the WesPay Board of Directors. John served as the Chairman of the Board of Payments Resource One (PRO). He is a member of the American Bankers Association Task Force on Payments Law and has lectured on payments topics including legal issues, emerging technologies, compliance and risk management.

    As Senior Vice President of Education and Training, John Curtis oversees the educational offerings for WesPay to ensure members have access to high quality, timely and relevant training that is critical for success in today’s ever changing payments landscape. Before coming to WesPay, John dedicated the previous fourteen years of his career to the payments arena as a Product Manager for Electronic Payments covering ACH, EDI and Emerging Payment Technologies. He holds the AAP, NCP and APRP accreditations.

  • ACH Officer Candidate School & AAP Preparation (Reno, NV)

    Contains 2 Component(s)

    Reno, NV - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Reno, NV - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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.

  • ACH Officer Candidate School & AAP Preparation (Portland, OR)

    Contains 2 Component(s)

    Portland, OR - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Portland, OR - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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 Officer Candidate School & AAP Preparation (Greenwood Village, CO)

    Contains 2 Component(s)

    Greenwood, Village, CO - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time): ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    Greenwood Village, CO - 07/30/2019 thru 08/01/2019 9:00am - 3:00pm (Local Time) 

    ACH Officer Candidate School / AAP Prep is designed for the payments professional with intermediate ACH knowledge who would like to reach the expert level. This two-day workshop provides detailed coverage of the ACH Rules and regulations. We will discuss ACH formatting and take you to the next level of technical understanding. After taking this course, participants will be comfortable supporting ACH applications from a technical and compliance standpoint. This session is highly recommended for AAP candidates.

    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: Top Check Hotline Calls

    Contains 2 Component(s) Includes a Live Event on 07/26/2019 at 12:00 PM (PDT)

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation. During this session, WesPay staff will discuss some of the more common as well as challenging check questions posed through our Payments Hotline.

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation.  During this session, WesPay staff will discuss some of the more common as well as challenging check questions posed through our Payments Hotline.

    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.

  • 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.

  • 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.