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January 21, 2015
HMDA Soup to Nuts
David Dickinson

January 22, 2015
Navigating the Treacherous Waters of IRA Rollovers, Transfers and Beneficiary Payouts
Patrice Konarik

January 28, 2015
Mortgage Life Cycle
Part I
David Dickinson and Jerod Moyer

February 2, 2015
Answer HSA Questions with Confidence
Whitney Johnson

February 3, 2015
BSA/AML Compliance: Recent Developments and Common Errors
Ken Golliher

February 4, 2015
Mortgage Life Cycle
Part II
David Dickinson and Jerod Moyer

February 5, 2015
Annual Lending Compliance Recap
John Burnett and Andy Zavoina



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#1879007 - 12/16/13 02:55 PM To do list 2014
ldsnanny Offline
Gold Star

Registered: 10/31/06
Posts: 444
What's on your "to do" list for 2014 (besides writing policies and procedures to conform with the changes taking place in January 2014)?

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General Discussion
#1879010 - 12/16/13 03:01 PM Re: To do list 2014 [Re: ldsnanny]
P*Q Offline

Power Poster

Registered: 05/29/01
Posts: 7369
Loc: By the ocean
On-line banking conversion, overhaul vendor management program amongst many other things.

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#1879018 - 12/16/13 03:12 PM Re: To do list 2014 [Re: ldsnanny]
JWills Online
Diamond Poster

Registered: 05/28/13
Posts: 1109
Loc: The Mitten State
Getting better organized. As I inherited this position a little over 18 months ago, I am still finding things that I 'should have' been doing. Any tips would be greatly appreciated!!!
_________________________
Nonsense wakes up the brain cells.

--Dr. Seuss

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#1879027 - 12/16/13 03:24 PM Re: To do list 2014 [Re: ldsnanny]
RR Joker Offline
10K Club

Registered: 11/15/02
Posts: 16554
Loc: The Swamp
Originally Posted By: ldsnanny
What's on your "to do" list for 2014 (besides writing policies and procedures to conform with the changes taking place in January 2014)?


That is already done.

Next will be the Integrated Disclosures.
_________________________
My opinion only. Not legal advice.

Say you'll haunt me - Stone Sour

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#1879064 - 12/16/13 04:07 PM Re: To do list 2014 [Re: RR Joker]
RR Sarah Offline
Diamond Poster

Registered: 03/16/04
Posts: 2236
Loc: Up North
My To Do List says...Buy More Lottery Tickets!
_________________________
Sometimes you have to burn a few bridges to keep the crazies from following you.

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#1879065 - 12/16/13 04:09 PM Re: To do list 2014 [Re: RR Sarah]
JWills Online
Diamond Poster

Registered: 05/28/13
Posts: 1109
Loc: The Mitten State
Originally Posted By: RR Sarah
My To Do List says...Buy More Lottery Tickets!


Maybe we should do the BOL Lottery Ticket thingy! Kinda like the ornament exchange!!
_________________________
Nonsense wakes up the brain cells.

--Dr. Seuss

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#1879113 - 12/16/13 05:09 PM Re: To do list 2014 [Re: ldsnanny]
HRH Okie Banker Offline
Power Poster

Registered: 01/14/03
Posts: 2605
Loc: Oklahoma
Please send your lottery ticket money to me and I will take care of everything. Thanks in advance....
_________________________
Just working here until I get my letter from Hogwarts.

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#1884817 - 01/09/14 03:29 PM Re: To do list 2014 [Re: ldsnanny]
Ric30 Online
100 Club

Registered: 04/22/05
Posts: 121
Loc: IN
Program upgrades, look into a returned check recovery product, electronic Fed returns, and evaluate workflow are the primary ones.

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#1884821 - 01/09/14 03:30 PM Re: To do list 2014 [Re: ldsnanny]
manimal Offline
Diamond Poster

Registered: 02/26/08
Posts: 2207
Loc: Deleted
A full on fair lending review (not just a risk assessment)
Implementing informal comments from last Compliance Exam
Convincing someone else to handle Vendor Management
Trip to NOLA for the ABA RCC?
_________________________
We're all here 'cause we've lost control.

Innerpartysystem

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#1885024 - 01/10/14 09:36 AM Re: To do list 2014 [Re: ldsnanny]
QCL Offline

Power Poster

Registered: 05/23/02
Posts: 6201
Loc: NW IL
I have 113 Audits to do by 12/31/2014 smile
_________________________
In less than 1 month: I am running a half marathon on behalf of Give Kids the World (the village where Make a Wish Families stay):

http://support.gktw.org/goto/nataliebear

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#1885041 - 01/10/14 09:51 AM Re: To do list 2014 [Re: ldsnanny]
edAudit Online
Power Poster

Registered: 07/18/08
Posts: 3022
Loc: You are here
Additional training
New Loan review program and quarterly reviews
Psych evaluation laugh
_________________________
Opinions can be considered as coming from anywhere but my employer.

CAMS


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