W135: Association PCI Workshop 101 for Aptify
|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.
|CPE (NASBA Category)||Specialized Knowledge|
|CAE (Field of Study)||Administration|
|Prerequisites; Advanced Preparation||No prerequistes; no advance preparation required|
|CPE / CAE Credits||1.5|
|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
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy
CPE Compliance Disclosure: U.S Transactions Corp. (CPE Sponsor ID: 138278) 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 I n accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
Dec 13th, 20200 comments
U.S. Transactions Corporation
44044 Riverpoint Drive,
Leesburg, VA 20176
Phone: (866) 442-3327
Fax: (866) 511-0935
Key Points About Services
- Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).
- Three consecutive years (2012, 2011, and 2010) in President’s Club
- We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.