Payments Expert (Virtual Workshop)
Includes a Live Event on 12/08/2020 at 9:00 AM (PST)
Virtual Workshop - 12/08/2020 9:00am - 12:00pm (Morning Session) 1:00pm - 4:00pm (Afternoon Session) (Pacific Time):
CEU – 6.0 AAP, 6.0 APRP, 6.0 NCP
This workshop is an interactive group session open to all WesPay members:
• Earn 7.2 AAP and APRP credits, and 6.0 NCP credits
• Learn more while preparing for accreditation
• Test your knowledge on rules and learn how to apply rules in unique scenarios
• Become a WesPay Star, for qualifying participants
Topics of Discussion:
• Bill Sullivan, Nacha.....Post Election Update on Impact to Payments Policy
• Elena Whisler, TCH.....Use Cases in the RTP Network
• Nell Campbell-Drake, FRB Atlanta RPO.....FedNow and Highlights of Fed Study
• Jenny Johnson, ECCHO, TCH.....All About ECIs
• WesPay Staff.....Case Studies involving ACH, Check and RDC
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.
Connie LaChance, AAP, NCP, APRP
VP, 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.
Jim Petkovits, AAP, NCP, APRP
VP, Education & Training
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, 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.