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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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OCC virtual workshops for community bank directors

The OCC has announced its fall and winter schedule of free, virtual workshops for boards of directors of community national banks and federal savings associations.

The workshops are:

  • Building Blocks: Keys to Success for Directors and Senior Management,
  • Risk Governance: Improving Director Effectiveness,
  • Credit Risk: Directors Can Make a Difference, and
  • Operational Risk: Navigating Rapid Changes.

To view the schedule of virtual workshops and register online, visit the OCC's website.

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