Read this article: Merger Strategies [AICPA PowerPoint]
Summary Douglas Winn spoke at the 2017 AICPA National Conference on Credit Unions on Merger Strategies. Key topics include: How Can We Help You? Released November 2017
Read this article: Credit Union Merger FAQs [White Paper]
Key Takeaway Wilary Winn offers a complete set of merger-related valuation and accounting services, including determinations of fair value, true-ups of accretion, goodwill impairment testing, and accounting for loans with…
Read this article: CECL and ASC 310-30 [White Paper]
Key Takeaway Wilary Winn offers comprehensive CECL calculations as well as capital stress testing, concentration risk analyses, and estimates of real return. How Can We Help You? Released August 2016…
Read this article: Fair Value: Where Finance Meets Accounting [AICPA PowerPoint]
Summary In 2013, Douglas Winn spoke at the AICPA National Conference on Credit Unions on Fair Value: Where Finance Meets Accounting. In this presentation, gain an overview of: How Can We…
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- ALM 21
- Capital Stress Testing 16
- CECL 35
- Commercial/Agricultural/Other Servicing 2
- Concentration Risk Management 16
- Goodwill Impairment 5
- Mergers & Acquisitions 14
- Mortgage Banking Derivatives 9
- Non-Agency MBS 2
- Non-Maturity Sensitivity Analysis 2
- Real Return Analyses 14
- Residential MSRs 19
- SBA 7(a) 4
- TDRs 1
- TruPS 3
- WW University 2026 7