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.
NCUA to host continuity planning webinar
A free webinar, "Business Continuity Planning," will be offered by the NCUA on Wednesday, AugustĀ 20, at 2 p.m. ET. NCUA representatives will outline effective continuity planning and practices for credit unions, including:
- communicating with members, regulators and vendors
- establishing back-up and recovery sites in separate locations
- restoring IT services
- returning to normal operations
Online registration for this free webinar is now open. Participants will also use this link to log into the webinar. Registrants should set their browsers to allow pop-ups from this website.