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  • WesPay Washington Update - 2nd Quarter

    Contains 2 Component(s) Includes a Live Event on 06/10/2019 at 1:00 PM (PDT)

    Join WesPay for our Quarterly Washington Update webinar. The Washington Update helps to keep you abreast of financial services policy and political developments on Capitol Hill and at federal agencies. WesPay is pleased to have lawyers and lobbyists from the prestigious Pillsbury Winthrop Shaw Pittman law firm providing these updates. Join us to see what

    Join WesPay for our Quarterly Washington Update webinar. The Washington Update helps to keep you abreast of financial services policy and political developments on Capitol Hill and at federal agencies. WesPay is pleased to have lawyers and lobbyists from the prestigious Pillsbury Winthrop Shaw Pittman law firm providing these updates. Join us to see what

    Craig Saperstein

    Counsel, Pillsbury, Winthrop, Shaw, & Pittman, LLP

    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.

  • OFAC Compliance for Payments

    Contains 2 Component(s) Includes a Live Event on 06/05/2019 at 1:00 PM (PDT)

    OFAC (The Office of Foreign Assets Control) administers and enforces economic sanction programs primarily against countries and groups of individuals, such as terrorists and narcotics traffickers. OFAC’s responsibilities for a financial institution vary depending on whether the transaction is considered domestic or international. This webinar will cover your responsibilities when handling international transactions and address possible liabilities when posting prohibited transactions.

    OFAC (The Office of Foreign Assets Control) administers and enforces economic sanction programs primarily against countries and groups of individuals, such as terrorists and narcotics traffickers. OFAC’s responsibilities for a financial institution vary depending on whether the transaction is considered domestic or international. This webinar will cover your responsibilities when handling international transactions and address possible liabilities when posting prohibited transactions.

    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.

  • ACH Bits 'n Bytes (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 06/04/2019 at 1:00 PM (PDT)

    Understanding ACH files is not as difficult as you might think, as long as you have the right tools. This two-part series focuses on the intricacies of the ACH Record Formats, where we will take you on a comprehensive and detailed review of the field purposes, specific field values, and commonly experienced problems.

    Understanding ACH files is not as difficult as you might think, as long as you have the right tools.  This two-part series focuses on the intricacies of the ACH Record Formats.  We will take you on a comprehensive and detailed review of the field purposes, with discussion on specific field values, commonly experienced problems and tips for optimizing ACH Network participation. This series is highly recommended for anyone sitting for the AAP Exam.

    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.

    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.

  • WesPay Quarterly Member Update - 2nd Quarter

    Contains 2 Component(s) Includes a Live Event on 06/03/2019 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 orgaization.

    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 orgaization.

    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

    Jim is Vice President of Education for WesPay and has over eighteen years of payments experience. Jim is responsible for developing and providing education and training to WesPay members through in-person workshops, webinars and in-house training. Prior to joining WesPay, Jim was the ACH Education and Training Manager for NWCHA since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds the Accredited ACH Professional (AAP), National Check Professional (NCP), and Accredited Payments Risk Professional (APRP) accreditations.

    Connie LaChance, AAP, NCP, APRP

    Vice President, Education & Training

    Before coming to WesPay, Connie has spent nearly twenty years working in the Credit Union industry. She began her career in accounting and quickly became immersed in ACH payments. For over twelve years, she has been in involved in ACH Operations; with the past eight years managing the ACH department at Ent Credit Union and participating in the Federal Reserve’s Retail Payments Advisory Group. Connie currently holds the AAP, NCP, and APRP designations.

    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.

  • Payments Tip: Understanding Remotely Created Checks

    Contains 2 Component(s) Includes a Live Event on 05/31/2019 at 12:00 PM (PDT)

    To limit your liability with Remotely Created Checks, it is important to understand your rights and responsibilities, both as a Paying Bank or Bank of First Deposit. This webinar will discuss these items in detail and walk you through the transaction from authorization through the return or adjustment process.

    Remotely Created Checks are often viewed as the "ugly stepchild " of the check world, but they still fill an important and vital role in payment processing. To limit your liability associated with these items, it is important to understand your rights and responsibilities, both as a Paying Bank, or the Bank of First Deposit. This webinar will discuss these items in detail and walk you through the transaction from authorization through the return or adjustment process.

    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.

    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 Origination for the ODFI

    Contains 2 Component(s) Includes a Live Event on 05/30/2019 at 1:00 PM (PDT)

    If you are new to ACH Origination, this session is for you. WesPay's ACH Origination webinar provides an overview of the many factors you must consider when implementing ACH Origination processes within your organization.

    Is your financial institution new to originating ACH transactions? Are you considering implementing ACH Origination in the near future? If either of these apply, this session is for you. WesPay's ACH Origination webinar provides an overview of the many factors you must consider when implementing ACH Origination processes within your organization. We will discuss the warranties and liabilities of becoming an ODFI and risk mitigation tools to protect you from fraud and loss.

    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

    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.

  • ISO 20022

    Contains 2 Component(s) Includes a Live Event on 05/29/2019 at 1:00 PM (PDT)

    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

    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 Boot Camp (Vacaville, CA)

    Contains 2 Component(s)

    Vacaville, CA - 05/29/2019 - 05/30/2019 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.

    Vacaville, CA - 05/29/2019 - 05/30/2019 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. 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

    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 05/24/2019 at 1:00 PM (PDT)

    It seems everyone is offering or preparing to offer Person to Person (P2P) applications in some shape or form. 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.

    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 Operating Rules (Two-Part Series)

    Contains 3 Component(s) Includes a Live Event on 05/23/2019 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.

    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.

    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.