• Careers
Logo Created with Sketch.
Wilary Winn LLC
  • (651) 224-1200
  • Services
    CECL
    & ALM
    • Credit Risk
      • Current Expected Credit Loss (CECL)
      • Capital Stress Testing
      • Concentration Risk Management
      • Real Return Analyses
    • Outsourced ALM Advisory
      • Interest Rate Risk Management
      • Budgeting and Balance Sheet Optimization
      • Liquidity Stress Testing
    Mergers &
    Acquisitions
    • Preliminary and Final Merger Valuation
    • Accretion True-up
    • Goodwill Impairment Testing
    • ASC 310-30
    Valuation of
    Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • Commercial Servicing
    Additional
    Services
    • Mortgage Banking Derivatives (IRLCs)
    • Fair Value Footnotes
    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • SBA 7(a) Gain on Sale
    • TDRs
    • Non-Agency MBS
    • TruPS
    Overview of Services
  • Our Company
    • About Us
    • Our Team
    • Relationships
  • Services
    • Overview of Services
    • CECL & ALM
    • Mergers & Acquisitions
    • Valuation of Loan Servicing
    • Additional Services
  • Resources
  • News & Events
  • Contact Us
  • Careers

News

Wilary Winn Welcomes Three New Financial Analysts June 2020

  • Wilary Winn
  • June 18, 2020
  • News

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 […]

Read More

Community Financial Institutions Respond to COVID-19

  • Wilary Winn
  • April 27, 2020
  • News

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 […]

Read More

Wilary Winn Featured in Credit Union Times Article

  • Wilary Winn
  • April 1, 2020
  • News

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 […]

Read More

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

  • Wilary Winn
  • March 28, 2020
  • News

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.  

Read More

Covid 19 Response

  • Wilary Winn
  • March 17, 2020
  • News

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 […]

Read More

Wilary Winn Announces Two Promotions

  • Wilary Winn
  • December 11, 2019
  • News

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 […]

Read More

Wilary Winn is Pleased To Announce a Promotion

  • Wilary Winn
  • October 2, 2019
  • News

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 […]

Read More

Wilary Winn Announces Promotion and Welcomes New Analyst

  • Wilary Winn
  • June 13, 2019
  • News

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 […]

Read More

Wilary Winn Events for Early Summer 2019

  • Wilary Winn
  • May 9, 2019
  • News

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 […]

Read More

Wilary Winn Added 59 New Clients in 2018

  • Wilary Winn
  • January 15, 2019
  • News

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 […]

Read More
  • 1
  • 2
  • 3
  • »

Categories

  • Events
  • Insights
  • News
  • News & Events
Featured

Recent Developments Related to the Accounting for Acquired Assets

FASB continues to work on refining the interaction between CECL and purchase accounting.

Read More

What our clients say

Centris attended a conference hosted by Wilary Winn LLC. We were highly impressed with the presentation that they gave on non-maturity deposit analysis. Their methodologies were sound and they introduced […]

John Walker, Director of Financial Analysis, Centris Federal Credit Union – Omaha, NE
Read More

How can we help you?

Contact Us Today

About Wilary Winn

Want to receive information about our upcoming events and latest white papers? Sign up here.
  • Careers
  • Who We Are
  • Testimonials
  • Resources
  • Request Speaker
  • News & Events
  • File Upload
  • Contact Us

What We Do

  • CECL & ALM
  • Mergers & Acquisitions
  • Valuation of Loan Servicing
  • Additional Services
  • © 2023 Wilary Winn LLC
  • (651) 224-1200
  • Website Credits
  • Privacy Policy