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)

  • Jim Petkovits

    Jim Petkovits

    Vice President, Education - WesPay


    Jim Petkovits 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 the Northwest Clearing House Association (NWCHA) since 2001, and a Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim holds both an Accredited ACH Professional (AAP) and National Check Professional (NCP) accreditation.
  • Connie LaChance

    Connie LaChance

    WesPay, VP - Education and Events


    Connie LaChance has been providing payments education and training for WesPay since 2016. Prior to WesPay, Connie has spent nearly twenty years in the credit union industry. For over twelve years, she’s been involved in ACH Operations; eight of those managing ACH operations for the largest credit union in Colorado. Connie has been an Accredited ACH Professional (AAP) since 2011. More recently, Connie has earned the National Check Professional (NCP) certification in 2017 and the Accredited Payments Risk Professional (APRP) accreditation in 2018. In her free time, Connie enjoys spending time outdoors with her husband and two German Shepard puppies.

Credits

1.0 CPE Credits & 1.2 AAP Credits