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.
Money Smart town hall webinar announced
The FDIC has announced it will host a Money Smart for Small Business Town Hall webinar on September 28, 2021, from 1:00 p.m. – 2:00 p.m. ET covering how to:
- Customize the Money Smart for Small Business modules to meet the diverse needs of small business owners
- Engage subject matter experts to co-train
- Make the content of each module compelling and engaging
- Incorporate the curriculum into business training or coaching programs
Participants can also ask questions related to Money Smart for Small Business. The webinar is open to any organization that is considering using, or already using, Money Smart for Small Business. Advance registration is required.