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 schedules workshops for directors and senior managers
The OCC has posted a list and schedule of workshops designed to meet the needs of new directors, experienced directors, and senior management of national community banks and federal savings associations wishing to review fundamentals or get critical updates. Two series of workshops have been scheduled throughout the year:
- Basic Series, which includes Building Blocks (1.5 days in person or 3 hour virtual workshop)
- Risk Management Series, which comprises:
- Risk Governance (1 day in person or 3 hours virtually)
- Credit Risk (1 day in person or 3 hours virtually)
- Operational Risk (1 day in person or 3 hours virtually)
- Compliance Risk (1 day in person or 3 hours virtually)
- Capital Markets (1/2 day in person)
The schedule of the workshops and online registration are available on the OCC's website.
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