(please click ad for more information)
Research & Compliance     

LATEST RESEARCH ITEMS OF INTEREST...

Compliance

The answers you need—when you need them!
When technical challenges or complex situations arise at your credit union, turn to the Leagues’ PolicyWorks. Our mission is to provide technical, compliance, operational, economic, and regulatory information in an understandable and easily accessible way.
     
InfoSight CU PolicyPro PolicyWorks
 
Credit Union Quarterly Performance Report

A resource for credit unions in CA & NV, providing credit union financial and economic trend analysis, brought to you by your Leagues in partnership with CUNA & Affiliates.

Ask PolicyWorks

Answers to your crucial questions can be less than one business day away. Post your question here, and a talented compliance professional will get back to you quickly! Or if you prefer, call the PolicyWorks compliance hotline to speak directly with our knowledgeable consultants.
Compliance Hotline: (844) 731-6072
Continue for Ask PolicyWorks

 
From the Editors of CU Weekly

The Leagues' first-quarter 2013 Credit Union Quarterly Performance Report has been posted!
1Q CU PERFORMANCE REPORT RELEASED
updated 06/26/13 08:47 AM
Also, Loan Participation TIPs Bulletin
The first-quarter 2013 Credit Union Quarterly Performance Report has been published by the California and Nevada Credit Union Leagues to assist credit unions in helping create a solid financial future for their member-owners.

Using this new report, credit unions can catch up on the latest quarterly financial analysis to prepare for the next economic and market performance trends within the industry.

What's in the Report
The report includes:

  • Key Performance Comparisons
  • National Economic Summary
  • Comparison of California Versus National Financial Institutions
  • Analysis of California Credit Unions' ROA, Revenue, Loans, Interest Rate Risk, Asset quality, Deposits, Net Worth, Membership, and Number of Credit Unions
  • Consolidated U.S. Credit Union Financial Statement; and U.S. Credit Union Peer Group Performance
  • Consolidated California Credit Union Financial Statement; and California Credit Union Peer Group Performance

The Leagues partnered with Callahan and Associates to produce the report as a supplement to D.J.'s Economix.

TIPs Bulletin Posted
A new TIPs Bulletin has been posted on the Leagues' website regarding the National Credit Union Administration's (NCUA) Final Rule on Loan Participations.

On June 20, the NCUA board issued a final rule that revises the agency's existing loan participation investment rules.

Click here to view TIPs Bulletin 13-32 regarding loan participations.

 
print   email   share   share   share

NCUA'S PARTICIPATION LENDING WEBINAR
updated 08/31/15 05:08 PM
Plus, Procedures for Sensitive Info
Credit unions considering participation lending can get valuable information during an upcoming webinar, “Participation Lending in a Safe and Sound Manner,” offered by the National Credit Union Administration (NCUA).

Click to view the complete story

ACCESS COMPLIANCE BULLETINS TODAY
updated 08/24/15 10:09 AM
Plus: 'NCUA Report' Posted
As a reminder, “TIPS Bulletins” have transitioned to PolicyWorks and will continue as compliance bulletins on the PolicyWorks website.

Click to view the complete story

D.J.'s Economix
Leagues Chief Economist Dwight Johnston continually provides economic and market analysis that is both informative and entertaining. Continue for daily and monthly commentary, rate forecasts, and economic updates.
Resources
Scroll through a variety of practical resources to help with BSA, compensation, compliance, disaster preparedness, regulatory exams, and more.
Comment Letters
The Leagues write letters in response to proposed legislation and regulations that affect your credit union’s ability to serve members.