Testimonials

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Discover the voices of our satisfied clients—a diverse network of community financial institutions spanning the nation. This includes approximately 300 community banks, with 73 publicly traded, and nearly 300 credit unions, including 41 among the top 100.

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Wilary Winn’s expertise is a critical component in our risk assessment balance of maintaining current income coupled with appropriate and realistic evaluations of various scenarios we may face in the future. Their insight and analytics are an invaluable piece of our ongoing success and our preparedness for the uncertainties ahead. It is a pleasure to work with their team and expand our knowledge for the benefit of F&A Federal Credit Union!

Michael Harden, Executive Vice President & CIO, F&A Federal Credit Union – Monterey Park, CA

Wilary Winn has been a trusted partner of SECU Maryland for over 10 years and a strong supporter of the credit union movement. Wilary Winn has provided Maryland’s largest credit union with servicing rights valuations, annual report footnote disclosures and merger valuations over the years. After exploring the high cost of performing the CECL calculation in-house, SECU engaged Wilary Winn to perform the credit union’s initial CECL readiness loan valuation. Management was extremely pleased with the results, including guidance throughout the data gathering process, detailed analysis of calculations, and reporting. SECU has engaged with Wilary Winn on a long-term contract basis to provide CECL quarterly calculations and accounting entries and would recommend their services to anyone looking for a CECL vendor.

Steven L. Arbaugh, Chief Financial Officer, SECU Maryland – Linthicum, MD

We have worked with Wilary Winn twice in the last couple of years with our acquisition accounting. Their professionalism, concise directions, and depth of knowledge makes what could be a very overwhelming process seem so simple. The quality of the documents and information provided for bank management, auditors and examiners is truly impressive.

Tammy Stanton, Chief Operating Officer, Border Bank – Fargo, ND

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 accessible, professional, and a valued partner. I look forward to working with them in the future and would recommend them to any credit union in need of a goodwill impairment test.

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