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 Chicago workshops
The OCC will host two workshops at the OCC Central District Office in Chicago, October 1 and 2, for directors of institutions supervised by the OCC.
- The Risk Governance: Improving Director Effectiveness workshop on October 1 provides practical information for directors to effectively measure and manage risks. The workshop also focuses on the OCC's approach to risk-based supervision and major risks in the financial industry.
- The Credit Risk: Directors Can Make a Difference workshop on October 2 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.
This is the last scheduled offering of each of these workshops for 2019.
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