RELEASE DATE: JUNE 15, 2026
ESTIMATED DURATION: 75 MINUTES

Handling Federal payments can be challenging. This webinar will focus on enrollments, ACH payment processing, Death Notification Entries (DNE), and reclamations.

ABOUT THE SUBJECT MATTER EXPERT

Prior to joining Wespay, Carmen Murphy, VP, Education and Events, spent 24 years in the financial industry with experience at both banks and credit unions, in jobs ranging from front-line to back-office operations and culminating with over 8 years managing payment operations teams including deposit operations, cash management, project implementation, and credit cards. Carmen volunteered with Wespay on the Member Advisory Council for seven years and served as the council Chair during that time.

Carmen holds a Bachelor of Arts degree in Organizational Management from Whitworth University, a Master of Arts degree in Organizational Leadership from Gonzaga University, and the designations of Accredited ACH Professional (AAP) and Accredited Payments Risk Professional (APRP).

As a Direct Member of Nacha, Wespay is a specially recognized and licensed provider of ACH education, publications, and support. Wespay is directly engaged in the Nacha rulemaking process, the Accredited ACH Professional (AAP) Program and the Accredited Payments Risk Professional (APRP) Program. Additionally, Wespay is partnered with ECCHO, as a designated Educational Partner for the National Check Professional (NCP) accreditation program.

LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter. 
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.

RELEASE DATE: JULY 13, 2026
ESTIMATED DURATION: 75 MINUTES

In today’s digital environment, a single advertisement or social media post can trigger complex regulatory requirements and create significant reputational or compliance risk. Credit union staff must understand how to promote products and services effectively while ensuring adherence to applicable advertising rules. This session reviews key advertising regulations, including required disclosures, triggering terms, and “one-click” requirements for digital content. It also addresses security and privacy risks associated with social media use, particularly in protecting member and institutional information. Common errors in social media advertising will be highlighted, along with practical strategies to reduce risk. Participants will leave with actionable guidance to help ensure their marketing efforts are both compliant and secure.

Attendees will learn:

• Advertising Regulations Overview
• One-Click Rules
• Security and Privacy
• Common Errors in Social Media Advertising

ABOUT THE SUBJECT MATTER EXPERT

Kristen Tatlock is a dynamic, nationally recognized speaker and trusted compliance consultant with more than 36 years of hands-on experience in the credit union world. Known for her deep expertise, Kristen helps credit unions navigate the complex landscape of regulatory compliance—from advertising rules and social media policies to Regulation E, Regulation Z, the Bank Secrecy Act, Fair Lending, and just about every other compliance challenge out there.

She’s a prolific writer and editor, having authored countless articles, white papers, and compliance manuals, and she’s the creative force behind many widely used training programs. Kristen holds national certifications in Compliance and the Bank Secrecy Act and is a sought-after trainer at both national and state-level events, where she shares her knowledge with clarity, energy, and real-world insight.

LEARNING METHOD This is an on-demand e-learning program requiring learners to interact and actively engage throughout the training. 

EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program the same day an updated version is being released.