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September 22
FinCEN's Beneficial Owners Proposal: What It Can Mean for You;
Sonja Kriegsmann and John Burnett

September 23
Bankruptcy 101;
Sam Ott

September 30
Revised Escrow Rules - Review and Update;
Jack Holzknecht and Mary Beth Guard

October 7
CRA - Digging for Credit;
Patricia Cashman

October 8
Applicants and Applications: Knowing the Players and the Rules;
David Dickinson

October 15
MasterCard and Reg E: Basic Debit Card Investigations;
Brian Crow



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

Registered: 10/31/06
Posts: 436
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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#1879010 - 12/16/13 03:01 PM Re: To do list 2014 [Re: ldsnanny]
P*Q Offline

Power Poster

Registered: 05/29/01
Posts: 7346
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
Platinum Poster

Registered: 05/28/13
Posts: 937
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: 16342
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.

You will never see what's inside of me - Five Finger Death Punch

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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: 2224
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
Platinum Poster

Registered: 05/28/13
Posts: 937
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 Online
Power Poster

Registered: 01/14/03
Posts: 2576
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: 117
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 Online
Diamond Poster

Registered: 02/26/08
Posts: 2206
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: 6185
Loc: NW IL
I have 113 Audits to do by 12/31/2014 smile
_________________________
I'm going to give you a little advice. There's a force in the universe that makes things happen. And all you have to do is get in touch with it, stop thinking, let things happen, and be the ball.

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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: 2887
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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