Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
NCUA free webinar
A free webinar, "Field of Membership Strategies for Federal Credit Unions," will be hosted by NCUA on Wednesday, February 19, 2014, at 2 p.m. ET. The following topics will be covered:
- Determining when expansions make sense strategically
- Advantages of each type of federal charter
- Policy requirements for various expansion options
Online registration is required in advance of the program.