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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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Elder financial abuse prevention webinar announced

The FDIC and the CFPB are co-hosting a webinar to outline strategies to address and prevent elder financial abuse. The webinar will focus on the benefits of appropriate collaboration between financial institutions and law enforcement regarding this issue, and will provide financial institutions with resources and strategies to develop strategic relationships. The webinar will also discuss the unique challenges involved in detecting and preventing elder financial abuse, will explain how Suspicious Activity Report (SAR) filings can be used to combat it, and cover Money Smart for Older Adults.

  • When: July 25, 2019, from 2:00 p.m. to 3:00 p.m. ET.
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