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  • ECCHO Rules

    Contains 2 Component(s) Includes a Live Event on 05/22/2019 at 1:00 PM (PDT)

    To fully understand today’s electronic image exchange environment, financial institutions should understand the various ways in which checks can be exchanged and the similarities and differences in the rules and agreements that govern those exchanges. This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    To fully understand today’s electronic image exchange environment, financial institutions should understand the various ways in which checks can be exchanged and the similarities and differences in the rules and agreements that govern those exchanges. This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    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.

  • Introduction to ACH

    Contains 2 Component(s) Includes a Live Event on 05/21/2019 at 1:00 PM (PDT)

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

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

    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.

    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 Network Certificate Program (2nd Quarter)

    Contains 15 Component(s) Includes a Live Event on 05/21/2019 at 1:00 PM (PDT)

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

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

    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.

    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.

  • Payments Tip: Image Quality Standards

    Contains 2 Component(s) Includes a Live Event on 05/17/2019 at 12:00 PM (PDT)

    Questions remain regarding the liabilities related to the presentment of images, especially now that original checks may be destroyed with RDC. In this session, WesPay experts will discuss image quality and industry sound practices.

    Most financial institutions offer Remote Deposit Capture services, including Mobile Deposit.  Questions remain regarding the liabilities related to the presentment of images, especially now that the original check may be destroyed.  If image quality is not acceptable and a dispute arises over the item, the Depositary Bank may be liable for damages, but how does the industry define an acceptable image?  Also, how does the Depositary Bank measure this standard? Join us for this session to learn more.

    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.

  • Ho’ohui 2019: WesPay’s Hawaii Payments Symposium

    Contains 1 Component(s)

    Honolulu, HI - 05/16/2019 1:00pm - 6:00pm (Local Time): The second annual Hawaii WesPay Payments Symposium will focus on how compliance and advancement in systems continue to shape the way we look at payment services. We will be hosting an information-packed afternoon, with executive level presenters, bringing you the latest information on upcoming and changing regulations, a new payments system, and emerging technology.

    Honolulu, HI - 05/16/2019 1:00pm - 6:00pm (Local Time): 
    The second annual Hawaii WesPay Payments Symposium will focus on how compliance and advancement in systems continue to shape the way we look at payment services. We will be hosting an information-packed afternoon, with executive level presenters, bringing you the latest information on upcoming and changing regulations, a new payments system, and emerging technology.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

    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.

    William Schoch

    President & CEO

    Bill is responsible for strategic initiatives to grow the association and provide maximum value to members and brings nearly thirty years of electronic payments experience to WesPay and has worked for leading payments organizations, including Visa International, Citibank, N.A., and NACHA – The Electronic Payments Association. He consults to financial institutions in the areas of payments strategy and process improvement. Bill has an extensive background in the development and implementation of products and services relating to ACH, wire transfer, purchasing card, debit card, P2P payments, and money transfer networks.

    Prior to joining WesPay, Bill spent eleven years at Visa International serving in product leadership positions and was responsible for managing Visa’s global remittance service and initiatives to expand financial services to the unbanked in emerging markets. Bill was the global product manager for Visa’s debit products and was the founder of the Visa International Global Debit Forum. Prior to Visa, Bill spent eight years in the Global Cash Management division of Citibank, where he was responsible for strategic sales, product management and client on-boarding of domestic and cross-border payment solutions.

    Bill currently serves on the Boards of WesPay, USA Technologies (NASDAQ: USAT) and WesPay Advisors.

    Chris Selmi, AAP, CRCM

    SVP, Risk & Regulatory Compliance

    Chris is a recognized industry expert in managing payment-related regulatory impacts and risk mitigation. He consults to financial institutions to develop processes and programs to facilitate compliance with payment law and regulation and industry standards. Prior to joining WesPay, Chris spent sixteen years at Bank of America in the electronic payments group where his responsibilities included operations management, project support, and client and application testing and where he served as the compliance and regulatory control manager for both ACH and Wire payments.

    Chris served as Bank of America’s representative on the WesPay Board and as the Chair of WesPay’s Rules Advisory Council and the Risk Management Advisory Council. He is a member of NACHA’s Risk Management Advisory Group.

    Chris holds the designation of Accredited ACH Professional (AAP) and Certified Regulatory Compliance Manager (CRCM).

    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.

    Melissa Giddens, CTP, AAP, NCP

    SVP, Payments Strategy

    With over 20 years of experience in treasury management consulting, Melissa has worked with businesses on both the east and west coasts to help build optimal structures for managing payables and receivables, mitigating the risk of fraud, and maximizing cash flow. Her background working with businesses of all sizes in a variety of industry segments has helped her contribute significantly toward growing the treasury management revenue for her employers, including community, regional and large financial institutions. As the Principal Consultant for WesPay Advisors, Melissa consults with financial institutions and payments vendors around process improvement, payments strategy and payments regulation. In 2016, she won the Frank E. Zima Payments Advocacy Award and has won numerous sales awards throughout her career. Melissa received her Bachelor of Science degree from DeVry University and her Master of Business Administration from Green Mountain College. Melissa holds the Certified Treasury Professional (CTP), Accredited ACH Professional (AAP) and National Check Professional (NCP) designations.

  • UCC Warranties

    Contains 2 Component(s) Includes a Live Event on 05/15/2019 at 1:00 PM (PDT)

    When processing checks, understanding regulatory requirements is critical, as they relate to federal and state laws. The Uniform Commercial Code (UCC) provides an overview of the definitions and banking relationship between a financial institution and its accountholders in the check environment. In this session, you will learn about the parties to a check and each of their rights and obligations. Let WesPay's experts help you understand the important tools around accepting checks for deposit, such as post-and stale-dated checks, and if you can put a stop payment on a Cashier's Check to name a few.

    When processing checks, understanding regulatory requirements is critical, as they relate to federal and state laws. The Uniform Commercial Code (UCC) provides an overview of the definitions and banking relationship between a financial institution and its accountholders in the check environment. In this session, you will learn about the parties to a check and each of their rights and obligations. Let WesPay's experts help you understand the important tools around accepting checks for deposit, such as post-and stale-dated checks, and if you can put a stop payment on a Cashier's Check to name a few.

    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.

  • Payments Risk Boot Camp (Honolulu, HI)

    Contains 2 Component(s)

    Honolulu, HI - 05/13/2019 - 05/14/2019 9:00am - 3:00pm (Local Time): When we think of risk, we often think of a single type of payment, such as check or wire. With all of the options available these days, we really need to consider all payment mechanism related to cross-channel risk. Join WesPay for this informative two-day workshop where we will cover risk related to ACH, Check, Wires, Card Payments and even Faster Payments channels and Elder Financial Abuse. The key to managing risk is being prepared. Attend Payments Risk Boot Camp and let us get you prepared.

    Honolulu, HI - 05/13/2019 - 05/14/2019  9:00am - 3:00pm (Local Time)

    When we think of risk, we often think of a single type of payment, such as check or wire. With all of the options available these days, we really need to consider all payment mechanism related to cross-channel risk. Join WesPay for this informative two-day workshop where we will cover risk related to ACH, Check, Wires, Card Payments and even Faster Payments channels and Elder Financial Abuse. The key to managing risk is being prepared. Attend Payments Risk Boot Camp and let us get you prepared.

    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.

    Angie Smith, AAP, NCP

    SVP, Professional Development Events

    Angie currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations. She is also responsible for the development and execution of the WesPay Certificate programs relating to ACH, Check and Cross-Channel Risk.

    Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement. Angie has an extensive background in the development and implementation of policies and procedures relating to check/image processing, exception processing, and Remote Deposit Capture product offerings.

    Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie was the director of education where she was responsible for training various financial institutions relating to check processing and image exchange rules and processes. Prior to working in the payments association arena, Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

    Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

  • ACH Basics (Three-Part Series)

    Contains 4 Component(s) Includes a Live Event on 05/09/2019 at 1:00 PM (PDT)

    This three-week series focuses on the basics of ACH, including the history of the network, defining the parties of ACH transactions, their roles and responsibilities, and the transaction flow and settlement process. In addition, we will cover all aspects of exception item processing, including your options in handling unauthorized transactions, stop payments and revoked authorizations. This is a basic overview of ACH and intended for individuals new to ACH operations and frontline staff.

    This three-week series focuses on the basics of ACH, including the history of the network, defining the parties of ACH transactions, their roles and responsibilities, and the transaction flow and settlement process.  In addition, we will cover all aspects of exception item processing, including your options in handling unauthorized transactions, stop payments and revoked authorizations. This is a basic overview of ACH and intended for individuals new to ACH operations and frontline staff.

    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 Origination Agreements

    Contains 2 Component(s) Includes a Live Event on 05/08/2019 at 1:00 PM (PDT)

    Electronic payments continue to thrive, and as a result, more legal issues have arisen. This session helps you understand what must be in your agreements and helps you apply sound practices with your Origination clients.

    Electronic payments continue to thrive, and as a result, more legal issues have arisen. We are all working on better ways to manage risk but how are we communicating that to our origination clients?  If you don’t put your expectations in writing, they won’t hold up in a court of law. You must take the necessary steps to cover yourself from liability. This session helps you understand what must be in your agreements and helps you apply sound practices with your Origination clients.

    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.

  • Payments Tip: ECCHO Rule 8 and Rule 9

    Contains 2 Component(s) Includes a Live Event on 05/03/2019 at 12:00 PM (PDT)

    This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    To fully understand today's electronic image exchange environment, financial institutions should understand the various ways in which checks can be exchanged and the similarities and differences in the rules and agreements that govern those exchanges. This session will discuss the various types of image exchange relationships, the underlying regulations, and the rules and other agreements required to define and support image exchange with a focus on the rules provided by ECCHO.

    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.