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.
Outlook Live event rescheduled
The Philadelphia Federal Reserve Bank has reported that the Outlook Live event, Compliance Resources, Learning Where to Find Answers to Your Compliance Questions, originally scheduled for March 20, 2024, has been rescheduled for Wednesday, April 17, 2024.
Those who preregistered for the March session do not have to re-register. Additional registrations can be made HERE.
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