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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.

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Bureau altering Board and Councils in outreach shift

The Bureau has announced in a blog post that is acting to transition "from former modes of outreach to a new strategy to increase high quality feedback." After public comment on its request for information on external engagements, the Bureau is shifting to to expand external engagements in the form of regional town halls focusing on consumers in underserved communities, roundtable discussions regionally and at Bureau headquarters, and regular national calls. As part of the shift, the Bureau will reconstitute its current Consumer Advisory Board and its Community Bank and Credit Union Councils with new and smaller memberships.

The first of the town hall meetings under the new external engagements regime is scheduled for June 8, in Topeka, Kansas. The topic will be "Fighting Elder Financial Exploitation in your Community." The session will be co-hosted with the Kansas Attorney General.

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