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  • Overview of Payments Systems Risk

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 03/31/2020 at 1:00 PM (PDT)

    Is risk at the forefront of your mind as you process payments? This session offers the opportunity to understand the many different types of risk with processing payments. We will discuss the potential effects on your organization and the steps that you should take to mitigate your risk exposure across multiple payment channels.

    Is risk at the forefront of your mind as you process payments?  This session offers the opportunity to understand the many different types of risk with processing payments. We will discuss the potential effects on your organization and the steps that you should take to mitigate your risk exposure across multiple payment channels.

  • ACH Boot Camp - Level I (Reno, NV)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/31/2020 at 9:00 AM (PDT)

    Reno, NV - 03/31/2020 - 04/01/2020 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.

    Reno, NV - 03/31/2020 - 04/01/2020 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.

  • Check Disputes – A through U (Santa Rosa, CA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/26/2020 at 1:00 PM (PDT)

    Santa Rosa, CA - 03/26/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Santa Rosa, CA - 03/26/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 Update 2020 (Santa Rosa, CA)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/26/2020 at 9:00 AM (PDT)

    Santa Rosa, CA - 03/26/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Santa Rosa, CA - 03/26/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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.

  • Regulation E Disputes for Debit Cards

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/25/2020 at 1:00 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 how Reg. E disputes apply to Debit Cards.

    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 how Reg. E disputes apply to Debit Cards.

    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.

  • Check Rules & Regulations (Two-Part Series)

    Contains 5 Component(s), Includes Credits Includes Multiple Live Events. The next is on 03/24/2020 at 1:00 PM (PDT)

    The most confusing thing about check processing is that there are so many areas of governance. Uniform Commercial Code (UCC) sections 3 & 4 and Regulation CC play significant parts in your check operations. In part one of this two-part series, we will review of the check payment system’s regulatory foundation, focusing on UCC. In part two of the program we will look at the regulatory foundation with a discussion of Regulation CC, part of the Code of Federal Regulations (CFR). Scenarios will be used to illustrate key warranties and how breach of warranty situations may be handled.

    The most confusing thing about check processing is that there are so many areas of governance. Uniform Commercial Code (UCC) sections 3 & 4 and Regulation CC play significant parts in your check operations. In part one of this two-part series, we will review of the check payment system’s regulatory foundation, focusing on UCC. In part two of the program we will look at the regulatory foundation with a discussion of Regulation CC, part of the Code of Federal Regulations (CFR). Scenarios will be used to illustrate key warranties and how breach of warranty situations may be handled.

  • Check Disputes – A through U (Salt Lake City, UT)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/24/2020 at 1:00 PM (PDT)

    Salt Lake City, UT - 03/24/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Salt Lake City, UT - 03/24/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 Update 2020 (Salt Lake City, UT)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/24/2020 at 9:00 AM (PDT)

    Salt Lake City, UT - 03/24/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Salt Lake City, UT - 03/24/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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 Disputes – A through U (Ogden, UT)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/23/2020 at 1:00 PM (PDT)

    Ogden, UT - 03/23/2020 1:00pm - 4:00pm (Local Time): An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    Ogden, UT - 03/23/2020 1:00pm - 4:00pm (Local Time)
    CEU – 4.0 NCP

    An accountholder just notified you that a check has cleared their account and the person they wrote the check to is stating they never received it; what’s a financial institution to do? Have you ever found yourself in the midst of a check dispute? Do I return the check; do I submit an adjustment; do I have to deal direct or do I even have recourse? Join us as we look at various check disputes from Alterations to Unauthorized Remotely Created Checks (A through U) and provide guidance on how to properly handle these claims and understanding the dispute process; such as asking the right questions of your accountholders and obtaining the necessary documentation to complete an adjustment or deal direct claim.

    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 Update 2020 (Ogden, UT)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/23/2020 at 9:00 AM (PDT)

    Ogden, UT - 03/23/2020 9:00am - 12:00pm (Local Time): New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared. Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    Ogden, UT - 03/23/2020 9:00am - 12:00pm (Local Time)
    CEU – 4.0 AAP, 4.0 APRP, 4.0 NCP

    New ACH Rules, Regulation CC Updates, Real-Time Payments and more! Yes, the Payments industry continues to evolve with new and exciting changes in speed and technology, and it wouldn’t be a new year unless those changes were accompanied by some not as thrilling developments, impacting risk and our regulatory compliance areas. In either case, it’s vital to ensure you and your staff are both knowledgeable and prepared.  Attend our 2020 Payments Update Workshop and let WesPay give you the tools you need to tackle the upcoming year before changes take effect.

    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.