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.
Financial institution diversity self assessments due by Halloween
FDIC FIL-44-2024, issued yesterday, announced that the 2023 voluntary diversity self-assessments can be submitted now and through October 31, 2024. The FDIC encouraged institutions it supervises to voluntarily conduct and submit self-assessments of their diversity policies and practices.