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Wilary Winn Events for May and June 2019

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

MGIC and Wilary Winn on 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 Capital ...

Wilary Winn Added 59 New Clients in 2018

By Wilary Winn | January 15, 2019 | News & Events

Our new clients include 26 credit unions and 25 community banks. They engaged us to perform a variety of services including: We thank our new clients for choosing us! Please see our services page for a complete list of ...

Wilary Winn Announces Several Promotions

By Wilary Winn | December 20, 2018 | News & Events

Wilary Winn is pleased to announce the promotions of several members of our team. We promoted Cole Schulte to Senior Financial Analyst. Cole joined the firm in 2016 and serves a key role in our fair value business lines including ...

Bank Acquisition Accounting

By Wilary Winn | October 31, 2018 | News & Events

Wilary Winn recently updated our white paper on accounting for bank acquisitions and mergers. As of the acquisition date, an acquirer must record the assets, liabilities and equity of the institution it is acquiring at fair value. ...

OCC Provides Insights Regarding CECL Implementation

By Wilary Winn | October 5, 2018 | Insights, News & Events

The magnitude of the changes required by CECL have created uncertainty regarding how to implement it. The Office of the Comptroller of the Currency ("OCC") updated its Bank Accounting Advisory Series in August of this year. In the ...

Raddon’s 2018 Crystal Performance Award Winners

By Wilary Winn | October 5, 2018 | News & Events

Raddon recently announced the 22 winners of its Crystal Performance Award. The awards were given to the top three percent of the more than 500 credit unions the organization analyzed over the most recent year. They are based on ...

Upcoming October 2018 Events

By Wilary Winn | September 27, 2018 | News & Events

AICPA Conference on Credit Unions Frank Wilary, Principal, and Douglas Winn, President, will be attending the 2018 AICPA Conference on Credit Unions held this year in Las Vegas, NV. Frank and Doug will be in attendance from October ...

Wilary Winn to Speak at the Empower U Conference

By Wilary Winn | September 10, 2018 | News & Events

Frank Wilary, Principal, will be presenting at the upcoming Empower U Conference hosted by Credit Union Student Choice. Frank will be speaking on Reserving for Loan Loss: A Practical Guide on Thursday, September 27th at 1 PM in ...

FMS Forward Magazine – Mergers & Acquisitions Article

By Wilary Winn | August 10, 2018 | Insights, News & Events

Wilary Winn was recently interviewed for an article published in the July/August 2018 issue of Forward, a publication of the Financial Managers Society.

Wilary Winn Welcomes New Analysts

By Wilary Winn | June 14, 2018 | News & Events

Wilary Winn is excited to welcome three new financial analysts to our team! Juan Ferreras Camilo joins us after graduating from the Carlson School of Management at the University of Minnesota with a Master of Science in Finance. Juan ...

Wilary Winn Adds Six New Loan Servicing Clients

By Wilary Winn | May 24, 2018 | News & Events

We added six new loan servicing clients in April and May! Four clients engaged us to perform valuations of residential mortgage servicing rights, and two engaged us for SBA 7(a) gain on sale calculations and servicing valuations. ...

Upcoming CUNA and FFIEC Events

By Wilary Winn | May 1, 2018 | News & Events

CUNA CFO Council Conference Wilary Winn is a sponsor for the 2018 Credit Union National Association (CUNA) CFO Council Conference held in Austin, TX. Matt Erickson, Director, and Sean Statz, Manager, will be attending the event ...

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.

Greg Spear, Senior Vice President/Chief Financial Officer, Advantis Credit Union – Oregon City, OR

I have worked with Wilary Winn for the last seven years. They helped me understand and get ready for the implementation of the current...