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.
Updated in May 2025, this white paper provides insight into the SBA 7(a) loan program and the servicing rights arising from the sale of the guaranteed portion.
This May 2025 white paper breaks down the warning signs of a recession—like rising unemployment and shifts in credit scores—and shows how these changes ripple through loan performance. With insights from the 2008 crisis and today’s economic risks, it explains how Wilary Winn’s CECL model helps financial institutions stay ahead by predicting losses before they hit.
This November 2024 white paper provides insight into agricultural loan programs and the servicing rights arising from the sale of whole loans or loan participations.
This Wilary Winn white paper examines duration analysis in ALM and its significance for institutions in strategically managing interest rate risk, optimizing capital allocation, and enhancing profitability.
This Wilary Winn-led training for the FDIC provides insights on CECL as well as liquidity risk management in a regulatory context, compares CECL models, and gives actionable guidance.
Providing an overall perspective of the banking merger and acquisition marketplace, this September 2024 white paper includes industry-wide data on bank mergers and acquisitions since 2000, with a focus on 2022-2024.
Released in August 2024, this white paper explores the crucial opportunity that CECL provides institutions when used as a strategic tool to enhance risk management practices.
This June 2024 white paper, an update to our 2021 version, provides readers with an overall perspective of the merger marketplace as well as valuation metrics from the work that Wilary Winn has performed.
This April 2024 white paper examines the historical trends from the SBA 7(a) loan program and analyzes sector-specific loan performance, informing risk management decisions for community financial institutions.
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