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.
OCC risk workshops in Dallas
The OCC will host two workshops in Dallas at the Embassy Suites Dallas-Park Central, September 30 and October 1, for directors of national community banks and federal savings associations. Participants in the Credit Risk and Risk Assessment workshops will receive a pre-workshop reading package and course materials, and assorted supervisory publications. Each workshop is limited to the first 35 registrants.
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