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 workshops for directors in Pittsburgh
The OCC has announced it will host two workshops July 12–13 in Pittsburgh for directors of community banks and federal savings associations of OCC-supervised institutions.
The Credit Risk: Directors Can Make a Difference workshop on July 12 covers the roles of the board and management, credit risk within the loan portfolio, and how to stay informed of changes in credit risk.
The Operational Risk: Navigating Rapid Changes workshop on July 13 covers key risk management processes, oversight roles and governance responsibilities, fraud, risk-based audit programs, and cyber threats.
The workshop fee is $99 and limited to the first 35 registrants. Participants receive course materials, supervisory materials, and lunch.
Online registration and information on other workshops are available on the OCC's website.
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