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 sets virtual workshop schedule for community bank leaders
The Office of the Comptroller of the Currency has announced its 2024 schedule of free, virtual workshops for directors, senior management, and other key executives of national community banks and federal savings associations. The OCC examiner-led workshops provide practical training and guidance to directors and senior management of national community banks and federal savings associations in a virtual learning environment to support the safe and sound operation of community-based financial institutions.
The workshops will be held from 1 – 4 p.m. EST on the dates indicated:
- January 9: Credit Risk: Recognizing and Responding to Risk
- January 18: Operational Risk: Navigating Rapid Changes
- February 15: Building Blocks: Developing Strong Management
- February 22: Risk Governance: Improving Effectiveness
- March 5: Compliance Risk: Understanding the Rules
Registration is required.
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