Accreditation Learning Path: AAP Accreditation

This curated path will provide on-demand training sessions in a designated order of progression covering information needed to prepare an individual to sit for the AAP national exam. This path is designed to be a two-year commitment of self-study. Upon successful completion of the learning path, individuals will move on to take the national exam with the intent to pass and gain national accreditation.

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.

John Curtis, AAP, NCP, APRP

SVP, Education & Training

wespay

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.

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.

Patty Presta, AAP, NCP

VP, Professional Development Events

wespay

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.

Key:

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Basic Learning Path - ACH Operations
Introduction to ACH (ANC1)
Select the "View On-Demand Recording" button to begin.  |  90 minutes
Select the "View On-Demand Recording" button to begin.  |  90 minutes This webinar focuses on the essentials of ACH, including a brief history of the Network and defining the parties of ACH transactions. We will also discuss the transaction flow and settlement process. In addition, we will cover the various Standard Entry Class Codes. This is a basic overview of ACH and is intended for individuals new to ACH operations, front line staff and individuals wanting to learn more about ACH.
Quiz - Introduction of ACH
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
ACH Exception Processing (ANC6)
Select the "View On-Demand Recording" button to begin.  |  90 minutes
Select the "View On-Demand Recording" button to begin.  |  90 minutes ACH Exception Processing can be confusing, and it is important to understand the various processes surrounding ACH Rules. Non-compliance with the rules may lead to rules violations and customer dissatisfaction. This session will cover issues such as Reclamations, Return items and NOCs. We will share tips and ideas other members have used to limit their liability and make their Operations more successful. Let WesPay help increase your knowledge by attending this webinar.
Quiz - ACH Exceptions Item Handling
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Payments Update (Webcast)
Recorded 04/07/2020
Recorded 04/07/2020 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 WesPay’s 2020 Payments Update Webinar and gain the tools you need to tackle changing regulations.
Quiz - Payments Update
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Stop Payment Vs. Authorization Revoked (Webcast)
Recorded 09/23/2018
Recorded 09/23/2018 There is always confusion as to when we use a stop payment or return as authorization revoked. Are you aware of the rules related to authorization revoked? This short course will go into detail around the differences between stop payments and revoked authorizations, and when each is to be used. We will also take a look at unauthorized returns, when to use them, what the rules say, and how they differ between consumers and our corporate customers.
Quiz - Stop Payments vs. Authorization Revoked
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Federal Government Payments (Webcast)
Recorded 09/23/2018
Recorded 09/23/2018 This session discusses the processing of Federal Government ACH payments. Understanding the fundamental differences of Federal Government Payments will impact a financial institution’s ACH operations and assist in preventing unnecessary losses. This webinar will cover important topics such as automated enrollment (ENR), paper and paperless enrollments, notifications of change (NOC), death notification entries (DNE), return items and most importantly, reclamations.
Quiz - Federal Government Payments
10 Questions  |  Unlimited attempts  |  10/10 points to pass
10 Questions  |  Unlimited attempts  |  10/10 points to pass
Certificate - ACH for Operations
0.00 credits  |  Certificate available
0.00 credits  |  Certificate available
AAP CE Credits
6.00 AAP credits  |  No certificate available
6.00 AAP credits  |  No certificate available
ACH Boot Camp
ACH Network Certificate
AAP Exam Preparation