Resources to help you navigate the changing regulatory landscape

Doing your taxes

DFPI’s ‘Safe and Successful Investing Strategies’ Webinar: Oct. 25

On October 25, the California Department of Financial Protection and Innovation’s (DFPI) Targeted Outreach unit will continue its monthly Financial Education Series with a webinar on “Safe and Successful Investing Strategies.”

It will feature DFPI Outreach Director Kue Lee in an educational and informative presentation that will empower you to take control of your financial future.

Topics of discussion will include tips to protect investors from fraud, diverse investment approaches, risk management, and an overview of ScholarShare 529.

Register for this free webinar on DFPI’s website.

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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