This presentation, delivered at the CUNA Finance Council Conference in May 2023, focuses on the key accounting implications that a merger can have on credit union financial statements on day one and thereafter.
This April 2023 white paper provides insight into the valuation of mortgage servicing rights (MSRs) and the key assumptions used to value them.
Summary The BASEL III capital rules became effective with the March 2015 regulatory call report filing. Under the new rules, loan sales with limited recourse under the MPF® Program are…
On June 27, 2023, we led a training for the FFIEC on trends in the mortgage banking marketplace, pipeline risk management, and mortgage servicing rights.
Key Takeaway We are the number one provider of credit union merger fair value determinations, providing us with deep insight and knowledge of the marketplace. Nationally recognized experts, we combine…
Key Takeaway The immediate recognition of the potential credit losses from COVID by the largest banks are a good illustration of how CECL should work. Wilary Winn offers CECL estimates…
Key Takeaway This white paper demonstrates how we prospectively worked to incorporate major macroeconomic events into our clients’ ALM and credit risk analyses. How Can We Help You? Released May…
Key Takeaway This white paper demonstrates how we prospectively worked to incorporate major macroeconomic events into our clients’ ALM and credit risk analyses. How Can We Help You? Released April…
Summary The accounting and regulatory reporting for mortgage banking activities is relatively complex. For example, locking in a rate with a borrower for a loan to be sold into the…
Key Takeaway This white paper is an example of where we excel. We combined the use of sophisticated financial techniques with a deep understanding of the required financial accounting to…