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  • ACH Exceptions: The Whole Nine Yards (Meridian, ID)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/21/2020 at 9:00 AM (PDT)

    Meridian, ID - 10/21/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Meridian, ID - 10/21/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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 Exceptions: The Whole Nine Yards (Glendale, AZ)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/20/2020 at 9:00 AM (PDT)

    Glendale, AZ - 10/20/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Glendale, AZ - 10/20/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    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 Exceptions: The Whole Nine Yards (Spokane, WA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/20/2020 at 9:00 AM (PDT)

    Spokane, WA - 10/20/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Spokane, WA - 10/20/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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 Operations and Implementation

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 10/16/2020 at 1:00 PM (PDT)

    Real-Time Payments (RTP) is the first completely new payment channel in nearly 40 years. Created by the Clearing House and available 24/7, it promises to provide new opportunities to every participating financial institution. But understanding how the network works, and how it fits within your faster payments strategy is vital before you take the necessary steps to participate. This session introduces attendees to the fundamentals of RTP so your financial institution can make the right decision about your participation and the next-steps to implementation.

    Real-Time Payments (RTP) is the first completely new payment channel in nearly 40 years. Created by the Clearing House and available 24/7, it promises to provide new opportunities to every participating financial institution. But understanding how the network works, and how it fits within your faster payments strategy is vital before you take the necessary steps to participate. This session introduces attendees to the fundamentals of RTP so your financial institution can make the right decision about your participation and the next-steps to implementation.

  • ACH Exceptions: The Whole Nine Yards (Seattle, WA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/15/2020 at 9:00 AM (PDT)

    Seattle, WA - 10/15/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Seattle, WA - 10/15/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

  • FFIEC Guidance and Account Takeover

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 10/14/2020 at 1:00 PM (PDT)

    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.

    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 & Training

    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.

    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.

    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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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.

    Jim Petkovits, AAP, NCP, APRP

    VP, Education & Training

    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 Exceptions: The Whole Nine Yards (Salt Lake City, UT)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/14/2020 at 9:00 AM (PDT)

    Salt Lake City, UT - 10/14/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Salt Lake City, UT - 10/14/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    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.

  • Check Boot Camp - Level I (Greenwood Village, CO)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/14/2020 at 9:00 AM (PDT)

    Greenwood Village, CO - 10/14/2020 - 10/15/2020 9:00am - 3:00pm (Local Time): A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event. Anyone interested in learning more about this payments channel will benefit. Attendees will walk away from Check Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of check operations, compliance and their growing use in its ever-changing landscape. If you offer Remote Deposit Capture services, this is an excellent course to better understand roles, responsibilities and monitoring. This is a great stepping stone if you’re considering going for the NCP in the future.

    Greenwood Village, CO - 10/14/2020 - 10/15/2020 9:00am - 3:00pm (Local Time):

    A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event. Anyone interested in learning more about this payments channel will benefit. Attendees will walk away from Check Boot Camp with the tools needed to be more effective in their positions and have a much greater knowledge of check operations, compliance and their growing use in its ever-changing landscape. If you offer Remote Deposit Capture services, this is an excellent course to better understand roles, responsibilities and monitoring. This is a great stepping stone if you’re considering going for the NCP in the future.

    Connie LaChance, AAP, NCP, APRP

    VP, 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.

  • Lunchtime Tip: Regulation E Error Resolution Procedures

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/09/2020 at 12:00 PM (PDT)

    Governed by the CFPB, Regulation E implements the Electronic Funds Transfer Act, providing consumers with protection from many types of unauthorized debits. But how do you know which ones require provisional credit, let alone refunding charges? Join this informative WesPay Webinar to better understand the error resolution processes required by Regulation E.

    Governed by the CFPB, Regulation E implements the Electronic Funds Transfer Act, providing consumers with protection from many types of unauthorized debits. But how do you know which ones require provisional credit, let alone refunding charges? Join this informative WesPay Webinar to better understand the error resolution processes required by Regulation E.

  • ACH Exceptions: The Whole Nine Yards (Los Angeles, CA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 10/08/2020 at 9:00 AM (PDT)

    Los Angeles, CA - 10/08/2020 9:00am - 3:00pm (Local Time): ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    Los Angeles, CA - 10/08/2020 9:00am - 3:00pm (Local Time)
    CEU – 6.0 AAP

    ACH Exception Item Processing, at minimum, is confusing, and it is important to understand the various processes surrounding ACH Rules. Consumer vs. business, payroll vs. check conversion, proper time frames. The list goes on. Non-compliance with the rules may lead to violations and possible fines. This session will cover all you need to know when it comes to returns, reclamations, reversals, NOCs and more. 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 informative and interactive workshop.

    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.