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 to host Dallas workshop for directors and management
The OCC has announced it will host a one-and-a-half-day Building Blocks for Success workshop in Dallas for directors, senior management team members, and other key executives of national community banks and federal savings associations on June 28-29.
The workshop fee is $99 and limited to the first 35 registrants. Participants receive course materials, supervisory materials, and lunch.