Resources to help you navigate the changing regulatory landscape

April 3 Consumer Financial Education Webinar: ‘Building Wealth’

The California Department of Financial Protection and Innovation (DFPI) hosts a monthly consumer financial education webinar highlighting a new topic every month.

The next webinar, “Building Wealth Through Banking,” is scheduled for April 3 at 12 p.m. (Pacific). Register here!

Discussion will include the many financial tools and services offered by banks to help you build, grow, and secure your assets and financial wealth.

Each webinar includes guest speakers and a question-and-answer session. Everyone who registers for these webinars will be emailed a link to the recording and a copy of the slides. Past presentations in the series may be viewed on the DFPI’s YouTube channel.

Access the ‘Compliance Hotline’
Your League-member benefits include the Compliance Hotline — providing exclusive access to dedicated compliance experts:

Using the above phone number and email address, you can gain access to a knowledgeable team that’s ready to address all your credit union’s compliance inquiries — promptly and efficiently. With the Compliance Hotline, you can proactively respond to impromptu questions and issues by getting clarity and insight on technical topics that normally slow you down. We want to help you unlock the full potential of your League membership by leveraging the resources and support you need to navigate the complex world of compliance effortlessly. We’re ALWAYS just a phone call or email away!

Additionally, other League-member compliance resources include:

  • ViClarity
  • CU PolicyPro
  • ComplySight
  • InfoSight
  • CU Store
  • Record Retention Guide
  • GRC Technology Solutions 

For more information, email Lisa Quaranta.

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