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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
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File Upload

Instructions

Please prepare your file(s) for upload by creating a password protected zipped file. Please name your zipped file(s) with the following convention:

Organization name – file contents.zip

Example:

ABC Credit Union – loan and share data.zip

This naming convention will help us quickly find your file after it has been uploaded.

In the form, please enter your name and the name of your organization. Click the “Select File” button, find your file, and click the “Open” button. Then click the “Upload File” button.

Repeat the process above for each file you wish to upload. There is no limit to the number of files that can be uploaded, but please ensure that aggregate size of all your files uploaded is less than 100MB.

Please inform your contact at Wilary Winn of the password used on any zipped file(s). These other file types are are also allowed for upload: .doc, .docx, .xls, .xlsx, .pdf, .csv, .rtf, .txt


Secure File Upload

 


Wilary Winn does not collect social security numbers or names of users’ members and customers. To the extent Wilary Winn comes into possession of social security numbers and names of your members and customers, or collects such information in the future, the information will be treated confidentially and not shared with third parties unless allowed by law. Additionally, Wilary Winn will take reasonable steps to limit the access to the social security numbers and take legally required steps of securing the transmission of the data. See our Privacy Policy for more details.

Featured

Recent Developments Related to the Accounting for Acquired Assets

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

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What our clients say

Over the last several years, Five Star has relied on the skills and expertise of the Wilary Winn team to perform our annual goodwill impairment testing. They have always been […]

Tyler Beck, Senior Vice President & Chief Operating Officer, Five Star Credit Union – Dothan, AL
Read More

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About Wilary Winn

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What We Do

  • CECL & ALM
  • Mergers & Acquisitions
  • Valuation of Loan Servicing
  • Additional Services
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  • (651) 224-1200
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