Testimonials

We serve community financial institutions located across the country, including approximately 300 community banks, with 80 that are publicly traded, and nearly 300 credit unions, including 45 of the top 100. See what they say about us.

It has been my pleasure to work with Wilary Winn over the last several years. We’ve utilized their services to assist us with the fair value accounting for the last two mergers. They are very professional, they made the reporting and entries easy to understand, our auditors and regulators liked the detail and clarity of the reporting and they were extremely professional. The Wilary Winn team is awesome and we WILL utilize their services again.

Dennis Barta, VP Finance & Chief Financial Officer, Valley First Credit Union – Modesto, CA

Wilary Winn’s innate ability to be always accessible and responsive is only superseded with their unmatched mortgage banking expertise. A reliable partner that can always be counted on.

Francesco Froio, CPA, Assurance Partner, BDO

TruStone Financial has used Wilary Winn’s services for valuation of mortgage servicing rights, mergers/acquisitions and goodwill impairment testing. The entire team at Wilary Winn is professional and very knowledgeable of the credit union industry. We would highly recommend their services to other financial institutions.

Gina Leyda, Vice President, Accounting, TruStone Financial Credit Union – Plymouth, MN

I approached Wilary Winn because our Credit Union needed assistance resolving a distinct and complex accounting issue related to our Purchased Credit Impaired Loans (ASC 310-30). Wilary Winn assisted us by taking the time to thoroughly understand our circumstance and by providing a cost-effective solution using their valuation model. As a result of their services, we have remediated our accounting issue and our Accounting team has become more knowledgeable with respect to PCIL accounting. What I really liked about Wilary Winn, in addition to their expertise in this area, is their assistance throughout the entire process. This included providing recommendations on how to improve our data quality, as well making themselves available to discuss the valuation report with our external auditors. I was truly “Wowed” by the experience! I highly recommend Wilary Winn to people who need assistance with fair value estimates related to ASC 310-30.

Hugo Silva, Vice President, Accounting & Finance, UNIFY Financial Credit Union – Torrance, CA

We have been working with Wilary Winn for 10 years on various engagements ranging from Other Than Temporary Impairment testing to life time credit loss analysis. The more recent efforts have been in the area of ALLL and capital adequacy where estimated life time loss reserves were stressed to determine the Credit Unions capital requirements.  In addition Wilary Winn performed a deep dive into our auto portfolio’s credit risk. This allowed ESL to comfortably extend credit to our membership while maintaining a profitable offering.  The team is highly professional and has the ability to conduct complex economic analyses and convey them in an intuitive manor that is understandable and informative to various levels of management.

James Darcy, Senior Vice President/Director, Treasury, ESL Federal Credit Union – Rochester, NY

ESL engaged Wilary Winn, LLC to assist in the valuation of private label securities and determine Other-than-Temporary Impairment accounting entries. Their in-depth understanding of both financial theory and technical accounting helped us to effectively navigate the post liquidity crisis regulatory environment. We have found them to be highly skilled and well versed in all areas of valuation and asset/liability management and consult with Frank and Doug frequently on emerging market trends, GAAP requirements and regulatory issues.

James Darcy, Senior Vice President/Director, Treasury, ESL Federal Credit Union – Rochester, NY

At OnPoint we find tremendous value in a trusted partner like Wilary Winn. We have been working together for the past eight years and have found that they are easy to work with, responsive to our needs, and very knowledgeable. We’re looking forward to continuing the partnership in the future.

Jim Hunt, Senior Vice President & Chief Financial Officer, OnPoint Community Credit Union – Portland, OR

Centris attended a conference hosted by Wilary Winn LLC. We were highly impressed with the presentation that they gave on non-maturity deposit analysis. Their methodologies were sound and they introduced us to the concept of “surge deposits” and how we need to be ready surge deposit runoff when rates do rise. Upon returning to the office, we engaged Wilary Winn to complete a non-maturity sensitivity analysis. We received a very thorough final report laying out their methodology, process, and results. We now incorporate these results into our ALM modeling. Wilary Winn was very helpful throughout the process and did a wonderful job.

John Walker, Director of Financial Analysis, Centris Federal Credit Union – Omaha, NE

We have engaged the services of Wilary Winn to conduct detailed analysis of both our commercial and residential mortgage servicing assets since December 2013. Wilary Winn has the necessary skills and expertise to provide us with an accurate analysis. They are very easy to work with and we are very pleased with their ability to provide timely and accurate reports. Wilary Winn promptly responds to any questions or concerns we have.

Larry Gehle, Senior Vice President & Chief Risk Officer, First Dakota National Bank – Yankton, SD

FPCU has been working with Wilary Winn for over 5 years. Their expertise in Mortgage Servicing Rights, Merger Valuations, and Interest Rate Lock Commitments is excellent. Our examiners and auditors like the reports provided by Wilary Winn and have never disagreed with the results.

Mary Torsney, Senior Vice President & Chief Financial Officer, Financial Partners Credit Union – Downey, CA