Counterparty Oversight - Renewal Training
This course covers renewal process essentials, tracking pending renewals and upcoming renewals, remediation strategies and termination practices, and includes a downloadable resource for best practices.
Lesson 1: How to use this course
Lesson 2: What to Expect
Lesson 1: Proactive review analysis
Lesson 2: Defining process timelines for renewals
Lesson 3: Regulatory compliance responsibilities
Lesson 4: Renewal Process Knowledge Check
Lesson 1: Tracking pending renewal items
Lesson 2: Follow Up Knowledge Check
Lesson 1: Communicating renewal deadlines
Lesson 2: Handling termination of partnerships
Lesson 3: Communication and Terminations Knowledge Check
Download: Auto Renewal Best Practices