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 Leadership Boot Camp
Registration for the NCUA Leadership Boot Camp to be held in Baltimore, Maryland on April 12, 2014, is still open. Topics covered during the leadership boot camp will include:
- Supervisory committee—your internal audit team
- Bank Secrecy Act
- Employment practice from CUNA Mutual
- Succession planning and passing on the baton
- Revisiting the allowance for loan and lease losses account
- Board governance
- Communications for credit union management
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