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  • Payments Update 2020 (Sacramento, CA)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/17/2020 at 9:00 AM (PDT)

    Sacramento, CA - 03/17/2020 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.

    Sacramento, CA - 03/17/2020 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.

  • Payments Update 2020 (Casper, WY)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/17/2020 at 9:00 AM (PDT)

    Casper, WY - 03/17/2020 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.

    Casper, WY - 03/17/2020 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.

    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.

  • Fintech Webinar Series:

    Contains 2 Component(s) Includes a Live Web Event on 03/16/2020 at 1:00 PM (PDT)

    WesPay is committed to keeping its members informed on the latest developments in the Fintech space. Towards this end, we have developed a series of webinars available to members only as well as events open to the public thatcover a variety of timely topics.

    WesPay is committed to keeping its members informed on the latest developments in the Fintech space. Towards this end, we have developed a series of webinars available to members only as well as events open to the public thatcover a variety of timely topics.

    Ryan Gullum, AAP

    VP, Industry Relations & Administration, WesPay

    Ryan has been with WesPay since 1999. He is currently working to connect FinTechs and FI's in synergistic relationships. Since earning the ACH Accredited Professional (AAP) designation in 2009, he has played a major role in conducting ACH audits for WesPay’s financial institution members and regularly assists members on the payments hotline. Prior to joining the WesPay team, he worked for Franklin-Templeton Funds and Thompson Financial Group.  Ryan enjoys spending time with his family, he loves hockey, and is an avid auto racing fan.

    Ryan Gullum, AAP

    VP, Industry Relations & Administration, WesPay

    Ryan has been with WesPay since 1999. He is currently working to connect FinTechs and FI's in synergistic relationships. Since earning the ACH Accredited Professional (AAP) designation in 2009, he has played a major role in conducting ACH audits for WesPay’s financial institution members and regularly assists members on the payments hotline. Prior to joining the WesPay team, he worked for Franklin-Templeton Funds and Thompson Financial Group.  Ryan enjoys spending time with his family, he loves hockey, and is an avid auto racing fan.

    Ryan Gullum, AAP

    VP, Industry Relations & Administration, WesPay

    Ryan has been with WesPay since 1999. He is currently working to connect FinTechs and FI's in synergistic relationships. Since earning the ACH Accredited Professional (AAP) designation in 2009, he has played a major role in conducting ACH audits for WesPay’s financial institution members and regularly assists members on the payments hotline. Prior to joining the WesPay team, he worked for Franklin-Templeton Funds and Thompson Financial Group.  Ryan enjoys spending time with his family, he loves hockey, and is an avid auto racing fan.

    Ryan Gullum, AAP

    VP, Industry Relations & Administration, WesPay

    Ryan has been with WesPay since 1999. He is currently working to connect FinTechs and FI's in synergistic relationships. Since earning the ACH Accredited Professional (AAP) designation in 2009, he has played a major role in conducting ACH audits for WesPay’s financial institution members and regularly assists members on the payments hotline. Prior to joining the WesPay team, he worked for Franklin-Templeton Funds and Thompson Financial Group.  Ryan enjoys spending time with his family, he loves hockey, and is an avid auto racing fan.

  • Faster Fridays: P2P Applications

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 03/13/2020 at 1:00 PM (PDT)

    It seems everyone is offering or preparing to offer Person to Person (P2P) applications in some shape or form. Financial institutions and FinTechs are in a battle for market-share and it’s become a huge ball of confusion. Zelle, PayPal, Square, Snapcash and others continue to muddy the waters. During this session, we will explore the various types of P2P applications, how they work, features and payment flow.

    It seems everyone is offering or preparing to offer Person to Person (P2P) applications in some shape or form.  Financial institutions and FinTechs are in a battle for market-share and it’s become a huge ball of confusion.  Zelle, PayPal, Square, Snapcash and others continue to muddy the waters.  During this session, we will explore the various types of P2P applications, how they work, features and payment flow.

  • Check Disputes – A through U (Portland, OR)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/12/2020 at 1:00 PM (PDT)

    Portland, OR - 03/12/2020 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.

    Portland, OR - 03/12/2020 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.

    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 Disputes – A through U (Folsom, CA)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/12/2020 at 1:00 PM (PDT)

    Folsom, CA - 03/12/2020 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.

    Folsom, CA - 03/12/2020 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 (Portland, OR)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/12/2020 at 9:00 AM (PDT)

    Portland, OR - 03/12/2020 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.

    Portland, OR - 03/12/2020 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.

    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 Update 2020 (Folsom, CA)

    Contains 5 Component(s), Includes Credits Includes a Live In-Person Event on 03/12/2020 at 9:00 AM (PDT)

    Folsom, CA - 03/12/2020 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.

    Folsom, CA - 03/12/2020 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 (Springfield, OR)

    Contains 3 Component(s), Includes Credits Includes a Live In-Person Event on 03/11/2020 at 1:00 PM (PDT)

    Springfield, OR - 03/11/2020 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.

    Springfield, OR - 03/11/2020 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.

    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.

  • FFIEC Guidance and Account Takeover

    Contains 4 Component(s), Includes Credits Includes a Live Web Event on 03/11/2020 at 1:00 PM (PDT)

    The FFIEC issued Guidance on Authentication in an Internet Banking Environment, and a supplement to this guidance which identifies increased risk and requires financial institutions to review its tools for online authentication and authorization. Learn how to protect your corporate and consumer clients, as well as ensure compliance with the FFIEC guidance. We will also discuss Corporate Account Takeover and best practices you can implement to help prevent this from occurring.

    The FFIEC issued Guidance on Authentication in an Internet Banking Environment, and a supplement to this guidance which identifies increased risk and requires financial institutions to review its tools for online authentication and authorization. Learn how to protect your corporate and consumer clients, as well as ensure compliance with the FFIEC guidance. We will also discuss Corporate Account Takeover and best practices you can implement to help prevent this from occurring.

    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.