Resources to help you navigate the changing regulatory landscape

Survey on laptop.

California DFPI’s March 6 Consumer Financial Education Webinar

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

The next webinar, “Managing and Getting Out of Debt,” is scheduled for March 6 at 12 Noon, PST (registration here). Topics that will be discussed include:

  • Creating and maintaining a budget.
  • Strategies to paying down debt.
  • Negotiating debts and interest rates.
  • Debt consolidation and bankruptcies.
  • Building an emergency fund.
  • Developing health spending habits.

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.

Powered by ViClarity, a California and Nevada Credit Union Leagues company.

Become an Industry Supporter

Get membership information

Please contact me about compliance

Contact me about Credit Union Solutions

Education & Professional Development