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  • Check Boot Camp (Vancouver, WA)

    Contains 2 Component(s)

    Vancouver, WA - 09/17/2019 - 09/18/2019 9:00am - 3:00pm (Local Time): A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event.

    Vancouver, WA - 09/17/2019 - 09/18/2019 9:00am - 3:00pm (Local Time): 

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

    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 Washington Update - 3rd Quarter

    Contains 2 Component(s) Includes a Live Event on 09/16/2019 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.

  • 2019 WesPay Payments Symposium - One Day Attendance

    Contains 1 Component(s)

    Phoenix, AZ - 09/11/2019 - 09/13/2019 7:00am - 5:00pm (Local Time): The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    Phoenix, AZ - 09/11/2019 - 09/13/2019 7:00am - 5:00pm (Local Time): 
    The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

  • 2019 WesPay Payments Symposium - Pre-Conference Workshop

    Contains 1 Component(s)

    Phoenix, AZ - 09/11/2019 - 09/13/2019 7:00am - 5:00pm (Local Time): The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

  • 2019 WesPay Payments Symposium

    Contains 1 Component(s)

    Phoenix, AZ - 09/11/2019 - 09/13/2019 7:00am - 5:00pm (Local Time): The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    The Payments Symposium will provide attendees with the tools needed to set a payments strategy for their organization all the while keeping in mind the risk and compliance issues surrounding this area of your company. The payments environment requires insightful planning, clear direction and enterprise thinking to stay ahead of the competition and retain customers. Together attendees will connect and share success strategies within the various payments channels. This interactive environment will generate ideas to put to work right away.

    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.

    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.

    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.

    Karroll Searcy

    SVP, Marketing & Member Services

    Karroll Searcy joined WesPay in 2014 through the acquisition of the Viewpointe Regional Payments Association. Karroll brings over thirty years of business management and marketing experience with membership-driven organizations. As SVP of Marketing and Communications, she is focused on continuing to provide the WesPay membership with information to help members maximize their membership and developing new and creative ways to interact.

    Karroll began her career in financial services with a regional clearing house that merged with the National Clearing House Association. A succession of strategic mergers followed and Karroll successfully led the transition teams with an emphasis on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience and, ultimately, to drive customer action. Before working in financial services, Karroll worked on special marketing teams at AOL-Time Warner and the Texas Education Agency.

    Karroll participates in the Communications and Marketing Advisory Group (CMAG) of NACHA – The Electronic Payments Association and is the former chair of the Regional Payments Association Forum Communications Committee.

    Previous employers include Viewpointe, PaymentsNation, and National Clearing House Association.

    Karroll loves volunteering to make a difference in her community.

  • Payments Tip: Top ACH Hotline Calls

    Contains 2 Component(s) Includes a Live Event on 09/06/2019 at 12:00 PM (PDT)

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation. During this session, WesPay staff will discuss some of the more common as well as challenging ACH questions posed through our Payments Hotline.

    A favorite benefit of our members is the WesPay Payments Hotline, and it’s even a favorite of staff. Yes, we love the questions that make us reach for answers to the more puzzling scenarios or incorporate multiple aspects of payment rules and regulation.  During this session, WesPay staff will discuss some of the more common as well as challenging ACH questions posed through our Payments Hotline.

    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 Products

    Contains 2 Component(s) Includes a Live Event on 09/04/2019 at 1:00 PM (PDT)

    WEB, TEL, e-Check conversion, the terms we use in ACH can be as confusing as the products they relate to. This session discusses the various products and services available to ODFIs and their Originators within the ACH Network.

    WEB, TEL, e-Check conversion, the terms we use in ACH can be as confusing as the products they relate to. This session discusses the various products and services available to ODFIs and their Originators within the ACH Network. We will also discuss the risk and rewards of these products and sound practices you should consider when implementing these services.

    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.

  • Check Boot Camp (Meridian, ID)

    Contains 2 Component(s)

    Meridian, ID - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event.

    Meridian, ID - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): 

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

    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.

  • Check Boot Camp (Anaheim, CA)

    Contains 2 Component(s)

    Anaheim, CA - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event.

    Anaheim, CA - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): 

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

    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.

  • Check Boot Camp (Colorado Springs, CO)

    Contains 2 Component(s)

    Colorado Springs, CO - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): A basic course designed for those with one to two years of check experience, Check Boot Camp is an intense, in-person, two-day workshop event.

    Colorado Springs, CO - 09/04/2019 - 09/05/2019 9:00am - 3:00pm (Local Time): 

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

    Connie LaChance, AAP, NCP, APRP

    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.