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  • ACH Boot Camp (Liberty Lake, WA)

    Contains 2 Component(s)

    Liberty Lake, WA - 04/30/2019 - 05/01/2019 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.

    Liberty Lake, WA - 04/30/2019 - 05/01/2019 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.  

    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 Boot Camp (Phoenix, AZ)

    Contains 2 Component(s)

    Phoenix, AZ - 04/30/2019 - 05/01/2019 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.

    Phoneix, AZ - 04/30/2019 - 05/01/2019 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.  

    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.

  • ACH Boot Camp (Meridian, ID)

    Contains 2 Component(s)

    Meridian, ID - 04/30/2019 - 05/01/2019 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.

    Meridian, ID - 04/30/2019 - 05/01/2019 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.

  • Cannabis Banking

    Contains 2 Component(s) Includes a Live Event on 04/24/2019 at 1:00 PM (PDT)

    Retail sales of cannabis products became legal at the state level in many of the WesPay territory states. These voter-approved initiatives have established a new industry, legal within a state, but still illegal at the federal level. Join WesPay to better understand why it is important for you to have a policy around banking this industry, even if you have no intention of promoting the business.

    Retail sales of cannabis products became legal at the state level in California, effective January 1, 2018. To date, nine states and the District of Columbia have approved similar measures nationwide. Combine this with other changes, including medical, we now have twenty-nine states offering some type of legal or decriminalized cannabis policies. These voter approved initiatives have established a new industry, legal within a state, but still illegal at the federal level. Now financial institutions need to make decisions on how to address this in their policies. This is not only related to banking a cannabis related business, but what about employees of that business, who may also be accountholders? Join WesPay to better understand why it is important for you to have a policy around banking this industry, even if you have no intention of promoting the business.

    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.

  • ACH Boot Camp (Pasadena, CA)

    Contains 2 Component(s)

    Pasadena, CA - 04/24/2019 - 04/25/2019 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.

    Pasadena, CA - 04/24/2019 - 04/25/2019 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.  

    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 Boot Camp (Pueblo, CO)

    Contains 2 Component(s)

    Pueblo, CO - 04/24/2019 - 04/25/2019 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.

    Pueblo, CO - 04/24/2019 - 04/25/2019 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.  

    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.

  • Cross-Channel Risk Network Certificate Program

    Contains 11 Component(s) Includes a Live Event on 04/23/2019 at 1:00 PM (PDT)

    Risk, fraud, potential losses and strict regulations are common to all payment channels, including Check, Wire, ACH and Card. Failure to understand the inherent risks, fraud potential and compliance requirements of each system can result in financial losses, lost customers, a tarnished reputation and violations of state and federal regulations.

    Risk, fraud, potential losses and strict regulations are common to all payment channels, including Check, Wire, ACH and Card. Failure to understand the inherent risks, fraud potential and compliance requirements of each system can result in financial losses, lost customers, a tarnished reputation and violations of state and federal regulations.

    Building a strong foundation for detecting and mitigating risk and fraud begins with an understanding of the payment channels and their common and unique risks. Federal guidance requires financial institutions and other organizations to understand risk categories and develop sound business practices to minimize exposure.

    The Cross-Channel Risk Network Certificate is designed for any payments professional who would benefit from an understanding of payment systems risk, fraud potential and governing rules and regulations. This program examines inherent risks, investigates common areas of exposure, identifies compliance obligations and provides sound risk mitigation practices of four key payment networks – Check, Wire, ACH and Card. To measure proficiency in risk identification and management, each module concludes with a knowledge assessment. The Cross-Channel Risk Network Certificate is awarded upon successful completion of the final course and exam.

    Payments professionals who fully complete the Cross Channel Risk Network Certificate will be able to:
    Discern the risks of the four major payment systems (Check, Wire, ACH and Card)
    Understand compliance obligations for each payment system
    Identify risk management techniques
    Mitigate the threat of risk and fraud losses

    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.

    Jennifer Stadler

    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.

    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.

  • Payments Tip: ACH Rules Enforcement Process

    Contains 2 Component(s) Includes a Live Event on 04/19/2019 at 12:00 PM (PDT)

    Do you keep sending NOCs without getting any results? Are you fed up and want to do something about it? This Payments Tip will define the criteria under which a rules enforcement proceeding may be initiated and how to file a report.

    Do you keep sending NOCs without getting any results? Are you fed up and want to do something about it? We all want to play nice in the network, but sometimes we have to get NACHA involved. Appendix 10 in the NACHA Operating Rules addresses rules violations and enforcement. This Payments Tip will define the criteria under which a rules enforcement proceeding may be initiated and how to file a report. The NACHA Arbitration Rules and Compensation requirements will also be discussed.

    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.

  • Dormant Accounts & Escheatment Process

    Contains 2 Component(s) Includes a Live Event on 04/17/2019 at 1:00 PM (PDT)

    Ever forget about something? Me too! But what happens when our accountholders forget about funds on deposit? We can’t keep them and we can’t just give them out to anyone. There are processes to be followed, which are governed by specific timelines. Attend this WesPay Webinar to better understand your obligations related to dormant accounts and the escheatment process.

    Ever forget about something?  Me too!  But what happens when our accountholders forget about funds on deposit?  We can’t keep them and we can’t just give them out to anyone.  There are processes to be followed, which are governed by specific timelines.  Attend this WesPay Webinar to better understand your obligations related to dormant accounts and the escheatment process.

    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 Boot Camp (Kent, WA)

    Contains 2 Component(s)

    Kent, WA - 04/17/2019 - 04/18/2019 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.

    Kent, WA - 04/17/2019 - 04/18/2019 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.  

    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.