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 workshops for directors and senior managers
The OCC reports it has opened registration for its 2024 schedule of in-person workshops for board directors and senior management 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 to support the safe and sound operation of community-based financial institutions.
The OCC offers five daylong workshops:
- Building Blocks: Developing Strong Management
- Risk Governance: Improving Effectiveness
- Compliance Risk: Understanding the Rules
- Credit Risk: Recognizing and Responding to Risk
- Operational Risk: Navigating Rapid Changes
The OCC is also offering a half-day workshop, Capital Markets: Keeping Current. This workshop covers balance sheet management risks, as well as hot topics and risk themes for bankers and regulators in the capital markets area.
Workshops are limited to 35 participants. Attendees will receive course materials, supervisory publications, and lunch.
Schedules, locations, cost and fee waiver information, and online registration are available on the OCC's website.
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