Wilary Winn - Estimation of Fair Value, Asset Liability Management (ALM), and Valuation of Illiquid Financial Instruments

Advice to Strengthen Financial Institutions

Relationships

We believe our relationships with our clients and our colleagues are the keys to our success.

Testimonials

Wilary Winn's innate ability to be always accessible and responsive is only superseded with their unmatched mortgage banking expertise.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

Wilary Winn is the accountant's valuation specialist. Not only do they have the valuation skills and knowledge to provide expert valuations, they also understand the applicable accounting standards. As a result, they provide their clients with the audit evidence their auditors need to evaluate the reasonableness of the valuation information. And on top of that, Wilary Winn provides impeccable client service! 

— Michael D. Lundberg
Partner, National Director Financial Institutions Services
RSM US, LLC

We believe the best analyses are based on the finest information and valuation engines available and we have cultivated relationships with the preeminent providers in the industry.

Data Providers
  • Bloomberg

    With over 19,000 employees in 192 locations, Bloomberg delivers business and financial information, news and insight around the world.

  • SNL Financial, a part of S&P Global

    Founded in 1987, SNL Financial collects, standardizes and disseminates all relevant corporate, financial, market and M&A data – plus news and analysis – for the industries it covers including banking and financial services.

  • Black Book
    Black Book is well known in the automotive industry for providing accurate vehicle pricing information since 1955.
Software Providers
  • Intex Solutions

    Founded in 1985, Intex provides deal cash flow analytics and structuring for RMBS, ABS, CMBS, CDO, CLN, and covered bond securities worldwide.

  • ZM Financial Systems, Inc.

    ZM Financial Systems provides ALM software that provides comprehensive analytics for loans, investments, and deposits using seamless third party integration.

We have developed deep and long-lasting relationships with many of the country's largest certified public accounting firms and have worked as a specialist for many of them. From nearly the date of the firm's founding, we have enjoyed solid relationships with the Federal Home Loan Banks.

Independent Public Accountants
  • Baker Tilly Virchow Krause, LLP

    Baker Tilly Virchow Krause, LLP is a top 15 accounting and advisory firm with more than 2,700 professionals located in offices across the Mid-West, East Coast, and the South.

  • BDO USA

    BDO USA is one of the country’s largest accounting and advisory firms with more than 5,000 professionals located in 60 offices. It is a member of the BDO global network.

  • BKD, LLP

    BKD is a top 15 U.S. CPA and advisory firm with approximately 2,600 employees located in 35 offices across the U.S.

  • The Bonadio Group
    The Bonadio Group offers a wide range of services including auditing and tax accounting, business advisory, IT consulting, and personal financial services.  The organization has ten offices throughout New York and in Vermont.
  • CliftonLarsonAllen

    CliftonLarsonAllen is one of the nation’s top 10 CPA and consulting firms with more than 5,000 professionals, including over 1,800 CPAs, located in more than 100 offices across the U.S.

  • Crowe Horwath
    Crowe Horwath is a public accounting, consulting, and technology firm with offices across the globe. 
  • Eide Bailly

    Founded in 1917, Eide Bailly is one of the top 20 CPA firms in the country, with 28 offices in 13 states.

  • Elliott Davis Decosimo
    With more than 800 professionals across the southeast, Elliott Davis Decosimo ranks among the top 35 accounting firms in the U.S.
  • J. Tenbrink & Associates
    Founded in 1990, J. Tenbrink & Associates specializes exclusively in credit unions and employs 5 full-time CPA’s with on average over 20 years of experience.
  • Macpage
    Macpage is one of the largest accounting firms in the state of Maine, employing over 100 people in three offices in Maine and Massachusetts.
  • Moss Adams, LLP

    Moss Adams is one of the largest public accounting firms on the West Coast with more than 280 partners and 2,500 employees.

  • Nearman, Maynard, Vallez CPAs

    Nearman, Maynard, Vallez is the 3rd largest provider of certified public accounting and consulting services to the credit union industry

  • Padden, Guerrini & Associates
    Padden, Guerrini & Associates, P.C. is a professional firm of certified public accountants and consultants dedicated to providing quality services to senior living facilities, credit unions, and small businesses.
  • Pearce, Bevill, Leesburg, Moore, P.C.
    Pearce, Bevill, Leesburg, Moore P.C. (PBLM) was organized in 1981 and is located in Birmingham, Alabama with approximately 100 employees, including 19 partners and 45 CPAs. PBLM provides services to a wide array of clients in many industries including healthcare, manufacturing, not-for-profit, governmental, real estate development, construction, restaurants, distribution, financial institutions, and professional services.
  • Plante & Moran

    Plante & Moran is the nation’s 15th largest CPA and business advisory firm, with a staff of more than 2,000 professionals located in 20 offices throughout Michigan, Ohio, and Illinois.

  • Rowles & Company
    Rowles & Company, LLP, specializes in accounting and auditing services for financial institutions
  • RSM US, LLP

    RSM US, LLP (previously McGladrey, LLP) is the 5th largest U.S. provider of assurance, tax, and consulting services with more than 9,000 professionals and associates in 90 cities nationwide.

  • Schenck
    Founded in 1930, Schenck is one of the nation’s top 50 CPA and consulting firms with more than 600 employees located in 8 offices throughout Wisconsin.
  • Snodgrass

    Snodgrass is an expert auditing and accounting firm.  With three offices in Pennsylvania, Snodgrass serves clients throughout the country, with a concentration in the mid-Atlantic region.

  • Turner, Warren, Hwang & Conrad

    Established in 1987, TWHC serves several financial institution clients in the western United States. TWHC is also a well-known provider of services to the credit union industry.

  • Vavrinek, Trine, Day & Co., LLP

    Vavrinek, Trine, Day & Co. is one of the top 100 CPA firms in the country and ranks among the largest CPA firms headquartered in California.  The firm has more than 225 employees and has been serving the financial services industry since 1948.

  • WIPFLI, LLP

    With 1,800+ associates and 41 U.S. offices, Wipfli LLP (Wipfli) ranks among the top 25 CPA and business consulting firms in the nation.

  • Wolf & Company, P.C.

    Founded in 1911, Wolf & Company is a leading regional CPA firm with offices in Massachusetts, New York, and New Jersey.

Federal Home Loan Banks
  • FHLB of Des Moines

    The FHLB of Des Moines has approximately $172.9 billion in assets and is a partner to more than 1,400 commercial bank, credit union, thrift and insurance company members throughout Iowa, Minnesota, North Dakota, and South Dakota.

  • FHLB Topeka

    With approximately $45.2 billion in assets and nearly $2 billion in capital, FHLB of Topeka serves 748 banks, thrifts, credit unions and insurance companies throughout Colorado, Kansas, Nebraska, and Oklahoma.

  • FHLB of Boston

    Serving the six New England states of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont, the FHLB of Boston has approximately $61.5 billion in assets and more than 440 members.

  • FHLB Pittsburgh

    With over 300 members in Delaware, Pennsylvania, and West Virginia, the FHLB of Pittsburgh holds approximately $95.2 billion in total assets.

  • FHLB of Chicago

    The FHLB of Chicago is a $76.1 billion wholesale bank, servings the needs of its member institutions located in Illinois and Wisconsin. The FHLB of Chicago designed the means for members of the FHLBs to participate in the secondary market through the Mortgage Partnership Finance® Program (MPF®). 

  • FHLB of New York
    The FHLB of New York serves members in New York, New Jersey, Puerto Rico, and the U.S. Virgin Islands. The bank has over $141.8 billion in assets.
  • FHLB of San Francisco
    The FHLB of San Francisco serves several hundred members in Arizona, California, and Nevada. The bank has over $91.3 billion in assets.
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