Counterparty Oversight - Renewal Training (V2)
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.
Course Overview
Proactive Review Analysis
Defining Process Timelines for Renewals
Best Practices and Key Takeaways
Renewal Process Knowledge Check
Overview
Streamlined Application Process
Document and Financial Management
Best Practices and Key Takeaways
Regulatory Compliance Responsibilities
Tracking Pending Renewal Items
Best Practices and Key Takeaways
Follow Up Knowledge Check
Communicating Renewal Deadlines
Handling Termination of Partnerships
Best Practices and Key Takeaways
Communication and Terminations Knowledge Check
Download: Auto Renewal Best Practices