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.
Expanding minority small business capital access
The FDIC and OCC will host a webinar on September 16, 2021, from 10:00 a.m. to 11:30 a.m. EDT, intended to bring awareness to the specific credit and technical assistance needs of minority small business owners. Presenters will also discuss strategies on how traditional financial institutions can help meet the credit needs of this market directly and through mission-driven intermediaries. The event will include relevant updates from the bank regulatory agencies. Online registration is required.