News & Events

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Significant Improvements to Accounting for Acquired Assets

By Wilary Winn | February 22, 2022 | Insights, News & Events

In February 2022, FASB decided to apply PCD accounting to assets obtained in mergers and acquisitions for institutions that have adopted CECL. This avoids the double counting of credit losses for performing loans. In addition, FASB indicated that revised accounting could be applied to the purchases of seasoned loans.

Goodwill Amortization

By Wilary Winn | February 1, 2022 | Insights, News & Events

FASB continues to deliberate on accounting for goodwill including testing it for impairment versus amortizing it over time. It appears it is leaning toward the required use of an amortization model.

Wilary Winn Welcomes Three New Financial Analysts June 2020

By Wilary Winn | June 18, 2020 | News & Events

Wilary Winn proudly welcomes three new financial analysts to our team. Kyle Staudt graduated from the University of Wisconsin-Madison with a Master’s Degree in Accounting. Bill Nguyen graduated with a Bachelor’s Degree in ...

Community Financial Institutions Respond to COVID-19

By Wilary Winn | April 27, 2020 | News & Events

The funding results for round one of the SBA’s PPP program confirmed our core tenet – responsible, responsive financial institutions are key to healthy communities. According to covidloantracker.com, small regional lenders ...

Wilary Winn Featured in Credit Union Times Article

By Wilary Winn | April 1, 2020 | News & Events

Wilary Winn was recently quoted in the article Future Uncertain as Credit Union Mergers Slow - Credit Union Times March 20, 2020. The article which can be found below references our white paper Credit Unions Purchasing Community ...

Wilary Winn’s Clients Featured in S&P Global Intelligence’s Top 50 Performing Credit Unions

By Wilary Winn | March 28, 2020 | News & Events

S&P Global Market Intelligence just released its list of the 50 Top Performing Credit Unions in 2019. Congratulations to these high achievers, especially the 21 Wilary Winn clients.

Covid 19 Response

By Wilary Winn | March 17, 2020 | News & Events

Serving Our Clients Through the COVID-19 Pandemic We sincerely hope that you, your families, and your friends and colleagues are well. Like all of you, we are undertaking steps to ensure the health of our employees while ...

Wilary Winn Announces Two Promotions

By Wilary Winn | December 11, 2019 | News & Events

We have promoted Cole Schulte and Mike Tessier to Manager positions. Mr. Schulte focuses on our fair value engagements including mergers and acquisitions, goodwill impairment testing, fair value footnotes, and ASC 310-30 ...

Wilary Winn is Pleased To Announce a Promotion

By Wilary Winn | October 2, 2019 | News & Events

We promoted Joseph Trabant to Manager. Mr. Trabant joined the firm in 2016 and works primarily on asset liability management, concentration risk management and Current Expected Credit Loss (CECL) Readiness valuations. In his role as ...

Wilary Winn Announces Promotion and Welcomes New Analyst

By Wilary Winn | June 13, 2019 | News & Events

Wilary Winn is Pleased to Announce a Promotion and Welcome a New Member to Our Team We promoted Anneliese Ramin to Manager. Ms. Ramin has been with the firm since 2015. In her role as a Manager, Anneliese leads analysts performing ...

Wilary Winn June Events

By Wilary Winn | June 13, 2019 | News & Events

MGIC and Wilary Winn Co-presented Webinar on CECL Matt Erickson and Douglas Winn did a presentation on CECL and Capital at Risk on May 8, 2019 via a webinar hosted by MGIC. For a copy of the presentation follow this link CECL and ...

Wilary Winn Events for Early Summer 2019

By Wilary Winn | May 9, 2019 | News & Events

MGIC and Wilary Winn Copresented Webinar on CECL. Matt Erickson and Douglas Winn did a presentation on CECL and Capital at Risk on May 8, 2019 via a webinar hosted by MGIC. For a copy of the presentation follow this link CECL and ...

FEATURED

Credit Union Merger Results Through 2023 [White Paper]

This June 2024 white paper, an update to our 2021 version, provides readers with an overall perspective of the merger marketplace as well as valuation metrics from the work that Wilary Winn has performed.

Julie Kim, Executive Vice President and Chief Financial Officer, Los Angeles Police Federal Credit Union – Van Nuys, CA

We’ve been a customer of Wilary Winn’s valuation services for numerous years. We view Wilary Winn as a partner that is responsive to our...