UST WEBINAR SERIES
S103: Symposium Session #3: Understanding the Payments Ecosystem Of your Association/Nonprofit
Wednesday, June 22, 2022
1:30 PM - 2:30 PM (EASTERN TIME)

Understanding the Payments Ecosystem is a crash course in 5 easy modules to educate participants on what you need to know about credit card and ACH processing, how it integrates into your AMS and other platforms, and assists with reducing checkout friction, minimizing risk, all while learning how to negotiate your fees from a position of power.

Learning Objectives
  • Who are the players (a basic flowchart)
  • How integrations work with your software platforms
  • Unveiling the confusion of your credit card statement
  • How you can reduce your cost/fees
  • Minimizing your risk and PCI compliance
SPEAKER BIOS
Julie Duncan
VP Sales, Association Practice Leader, UST
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, CPA
President, UST
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 Intermediate Delivery In-Person Symposium
CPE(NASBA Category) Finance-Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org