Resources

This white paper reviews how the BASEL III rules affect our clients and reviews a step-by-step description of the Simplified Supervisory Formula Approach (SSFA) calculation.

Summary Interest rates are up, refinances are down, and the CFPB has recently released dizzying amounts of regulation regarding mortgage lending, with more to come. Lenders are asking – should…

Summary On March 3, 2014, Wilary Winn discussed the Proposed Risk-Based Capital Rule for Credit Unions presentation in a webinar hosted by the Federal Home Loan Bank of Des Moines. The presentation…

This white paper is an example of Wilary Winn’s commitment to the community banking industry.

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…

This white paper addresses the accounting and regulatory reporting requirements related to interest rate lock commitments, forward mortgage loans sales commitments, and closed loans held for sale.

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and turnkey advice on how to properly account for them. How Can We Help You? Released January 2012 Introduction Mortgage…

This white paper summarizes the accounting and reporting for the sale of loans to a Government Sponsored Enterprise (GSE) and purchasing a Mortgage Backed Security (“MBS”) in return.

Wilary Winn offered this presentation as a webinar for McGladrey & Pullen, LLP, on May 12, 2009. We consider the accounting and regulatory reporting for OTTI to be among the most complex issues facing financial institutions.

Summary Wilary Winn presented this Mortgage Servicing Rights seminar on June 27, 2005, focusing on information about the valuation of MSRs, required repurchases and fraud issues, as well as the accounting requirements….