• 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
    Valuation of
    Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • SBA 7(a) Gain on Sale
    • Commercial Servicing
    Additional
    Services
    • Mortgage Banking Derivatives (IRLCs)
    • Fair Value Footnotes
    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • 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

ALM

Loss Reserve Increases for the Four Largest U.S. Bank Holding Companies Related to the COVID-19 Pandemic

Released August 2020 Introduction The four largest bank holding companies in the United States: JP Morgan Chase & Co., Bank of America Corporation, Citigroup Inc. and Wells Fargo & Company […]

Read More

COVID-19 Medical Advances and Economic Recovery Timeline

Released May 2020 Introduction This white paper, along with its predecessor, released last month, attempts to build an economic recovery timeline based upon medical initiatives currently underway to combat the […]

Read More

Economic Recovery from the COVID-19 Pandemic with a Timeline Developed Based on Forecasted Advancements in Medical Treatments

Released April 2020 INTRODUCTION This white paper will attempt to build an economic recovery timeline based upon medical initiatives currently underway to combat the COVID-19 pandemic. This timeline can then […]

Read More

Community Bank Leverage Ratio and the MPF Program: Coronavirus Update

Released April 2020 introduction The Community Bank Leverage Ratio (“CBLR”) final rule was recently adopted by the federal banking agencies and became effective on January 1, 2020. The rule is […]

Read More

CECL Resource Center

Our CECL Resource Center includes information on implementing the new standard, including the advantages and disadvantages of the modeling techniques that can be used and the data you should be […]

Read More

Are Your Non-Maturity Deposit Assumptions Accurately Modeled for ALM? [White Paper]

Released Spring 2015 INTRODUCTION Proper modeling of non-maturity shares is critical to effective asset liability management. Non-maturity shares constitute the majority of deposits in credit unions, and input assumptions regarding […]

Read More

Non-Maturity Deposits [White Paper]

Released in 2016, we provide results of our updated study of share deposit data from 5300 call reports for all credit unions across the nation. Our purpose was to provide industry benchmarks from which to compare non-maturity share assumptions.

Read More

Making the Business Case for the CECL Approach – Part I [White Paper]

This December 2016 white paper is Part I in a three-part series which argues that financial institutions should forecast lifetime credit losses for business advantages, even absent the CECL requirements.

Read More

Best Practices in ALM [WW University PowerPoint]

This September 2016 PowerPoint shows how measuring interest rate and credit risks on an integrated basis can lead to more informed loan pricing and better decisions regarding asset mix and the resulting capital at risk.

Read More

Implementing CECL – [CUNA CFO Council PowerPoint]

This May 2017 presentation provides practical ways to estimate credit losses in full accordance with the CECL standard and touches on the advantages and disadvantages of the various models that can be utilized and reasons why we utilize discounted cash flow models.

Read More
  • 1
  • 2
  • »

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