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April 16
Handling ACH Origination Exception Issues
Shelly Simpson

April 17
Fair Lending - Internal Monitoring
Patricia Cashman

April 22
A Banker's Guide to Virtual Currency
Andrew Beal

April 24
BSA/AML Compliance: Writing the SAR Narrative
Ken Golliher

April 29
HSA Basics
Whitney Johnson

April 29
Required Training for Loan Originators
Mary Beth Guard and Jack Holzknecht



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

Registered: 10/31/06
Posts: 403
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: 7322
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: 621
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: 15750
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.

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: 2189
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: 621
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: 2524
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: 110
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: 1904
Loc: Millenialicious
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?
_________________________
I wanna be that G-U-Y

Lady Gaga

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

Power Poster

Registered: 05/23/02
Posts: 6152
Loc: NW IL
I have 113 Audits to do by 12/31/2014 smile
_________________________
"Life is tough; it's tougher when you're stupid."

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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: 2606
Loc: You are here
Additional training
New Loan review program and quarterly reviews
Psych evaluation laugh
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Opinions can be considered as coming from anywhere but my employer.

CAMS


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