Webinar: Group live presented online due to COVID-19  ||  Attendance: 26 Associations    ||  Excellent explanation of PCI compliance || VERY knowledgeable crew leading the webinar and I learned a lot in 90 minutes!  || The flow chart at the very beginning that visualized the relationship b/t the payment vendors/merchants was very helpful. This was not my first PCI compliance webinar, but it was the most effective one for me. Thank you.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title: Association PCI Compliance Workshop 101 for Aptify
Date: Thursday, February 4, 2021
Time: 3:00 pm – 4:30 pm (EASTERN TIME)
Description: Exclusively for Aptify user associations and nonprofits.  How can you be sure that your Association is PCI Compliant and is maintaining a secure payment environment? In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.
Instructor Name and Bio: Julie Duncan, James Chen, and Wade Tetsuka, CPA

Julie Duncan leads UST’s Association Industry practice.  Her focus is helping Association clients implement an integrated, PCI-compliant, credit card processing solution within their AMS or ERP platform which allows the Association to have the lowest possible cost per transaction (Visa/MasterCard/AMEX)   Julie joined UST in 2018.   Prior to joining UST, Julie served for four years as a Literacy Specialist to learning disabled students in grade school.  For 10 years she also co-managed and co-founded a production service business with her husband in the burgeoning film industry in Georgia. This experience helped Julie to gain working knowledge of the broad spectrum of business operations including vendor management, HR, accounting, marketing, sales and customer service.  Julie is a graduate of Thomas Edison State University in Trenton, NJ where she earned a Bachelor’s Degree in English – Rhetoric and Communication.

Wade Tetsuka is a C.P.A. who brings 20 years of financial expertise and business management experience to U.S. Transactions Corporation. Wade also has an extensive network of contacts within the government contracting arena. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manager responsible for the assurance work for IBM, Kodak, Sony Europe, and several other multinational companies. He also served as President/General Manager to three early-stage fast-growth companies in the life sciences industry.He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.

Level Beginner
CPE (NASBA Category) Specialized Knowledge
CAE (Field of Study) Administration
Prerequisites; Advanced Preparation No prerequistes; no advance preparation required
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: Free
Learning Objectives Gain an overview of the PCI Compliance Requirements

Learn 9 practical tips to achieve a more secure payment environment

Understand what are the annual SAQ requirements

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