Dates of Event & Pricing

$249 for Webinar and Playback*

*Playback has no expiration.

  • Thursday, April 16, 2020

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

We’re experiencing dynamic change as we continue to deal with a global health crisis. Many non-essential businesses are closed, and the financial services industry is scrambling to provide crucial services and minimize impact to accountholders. 

To curtail spread of the virus among staff and customers/members, financial institutions are implementing work from home directives and steering accountholders to utilize digital channels. 

We have all been working hard to make this happen but...

  • Are there things we can be doing better?
  • How are other financial institutions dealing with many of the same payments-related issues you’ve been discussing with your team?


This timely and critical payments webinar will provide 'tips and tricks' when deploying staff and implementing a payments business continuity plan. We will cover issues that our members are facing today and matters we anticipate in the near future. A bit of advance planning may help to avoid compliance issues and costly future mistakes.

Instructor(s)

Wespay / VP – Education and Events Jim Petkovits

Jim is responsible for developing and providing payments education and training to Wespay members through workshops and webinars. He also supports our members who reach out for assistance via our Payments Hotline by leveraging his expertise to provide guidance and insights to address their inquiries. In addition, he performs audits and assists with consulting engagements as well. Prior to joining Wespay, Jim was the Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle.

Wespay / VP – Education and Events Connie LaChance

Connie is responsible for the development and delivery of education and training, ensuring the information we provide to our members is consistent and current. She also supports academic content for various Wespay events and provides educational training for multiple partners. Additionally, she assists Wespay Advisors with ACH Audit Services and consulting engagements. Before joining Wespay, Connie spent 18 years working at one of the largest credit unions in Colorado. She began as an Accounting Supervisor and transitioned to the role of ACH Manager early in her career. She also participated in the Federal Reserve’s Retail Payments Advisory Group.

Credits

1.0 CPE Credits & 1.2 AAP Credits