Providing an overall perspective of the banking merger and acquisition marketplace, this March 2026 white paper includes industry-wide data on bank mergers and acquisitions since 2000, with a focus on the most recent four years.
This white paper discusses how implementing sound ALM strategies allows credit unions to protect earnings and capital as they look to expand amidst a volatile rate environment.
This August 2025 white paper update provides readers with an overall perspective of the credit union merger marketplace through 2024 as well as valuation metrics from the work that Wilary Winn has performed.
This Wilary Winn webinar, originally presented in July 2025 to Baker Tilly staff, offers a detailed and practical overview of the top-down process used for the validation of both ALM and CECL models.
Originally presented to Baker Tilly staff in June 2025, this Wilary Winn webinar offers a detailed and practical overview of CECL modeling approaches, demonstrates how model choice can affect results across varying economic conditions, and provides insight into how to evaluate CECL models.
This Wilary Winn webinar, originally presented in June 2025 to Baker Tilly staff, highlights the steps required to comply with ASC 805 Business Combinations when completing a merger or acquisition and focuses on the implications arising from these deals.
This Wilary Winn webinar, originally presented in June 2025 to the staff at Baker Tilly, provides a comprehensive overview of the residential mortgage and SBA 7(a) loan markets, with a focus on valuation and accounting considerations.
This document is a comprehensive guide to the proper call report treatment of servicing rights under both fair value and amortization methods, including reporting requirements for banks and credit unions, credit-enhanced loan sales under the FHLB MPF™ Program, and Basel III impacts.
This white paper explores how financial institutions can improve decision making and financial performance by leveraging the insights gained from CECL.
Wilary Winn recently presented on mergers & acquisitions accounting at America’s Credit Unions Finance Council Conference. This presentation highlights the steps required to comply with ASC 805 Business Combinations when completing a merger and focuses on the implications arising from these deals.