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 to hold workshops in Minneapolis
The OCC will host two workshops at the Crowne Plaza Minneapolis Northstar Downtown, Minneapolis, Minnesota, March 27-28, for directors of national community banks and federal savings associations supervised by the regulator.
- The Credit Risk workshop on March 27 focuses on credit risk within the loan portfolio, such as identifying trends and recognizing problems. The workshop also covers the roles of the board and management, how to stay informed of changes in credit risk, and how to effect change.
- The Operational Risk workshop on March 28 focuses on the key components of operational risk—people, processes, and systems. The workshop also covers governance, third-party risk, vendor management, and cybersecurity.
The fee for each workshop is $99 and each session is limited to the first 35 registrants.