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 schedules workshop in Sioux Falls
A workshop will be hosted by the OCC in Sioux Falls, South Dakota, on August 6–7, for directors, senior management team members, and other key executives of institutions supervised by the OCC. The "Building Blocks: Keys to Success for Directors and Senior Management" workshop provides practical information on the roles and responsibilities of board participation.
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