We serve community financial institutions located across the country, including more than 240 community banks with 60 that are publicly traded, and over 250 credit unions including 39 of the top 100. See what they say about us.
Wilary Winn has been a great partner with us as we worked through the accounting related to an acquisition. Even though I joined the institution post acquisition, Wilary Winn was always very patient with me as I was getting up to speed on the accounting for acquired loans. They have also been timely with their reports and willing to answer any questions throughout the process.
Blake Thurman, Chief Financial Officer, Rogue Credit Union – Medford, OR
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Wilary Winn’s innate ability to be always accessible and responsive is only superseded with their unmatched mortgage banking expertise.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
We are an existing client of Wilary Winn and have a high degree of confidence in the quality of their work. We had read many articles on how the new Current Expected Credit Loss (“CECL”) model would affect the calculation of the allowance for loan losses, including the potential financial effect it would have on our industry in general. We wanted to better understand the specific impact the standard would have on our credit union. We turned to our trusted partner Wilary Winn, which has developed credit loss estimate models in full accordance with the new CECL standard. Our goal was to remove some of the mystery and confusion surrounding what CECL is and how it will work.
Using our actual loan data, Wilary Winn produced thorough and comprehensive loan loss estimates under multiple potential macroeconomic scenarios. The product we received included a thorough description of their methodology and input assumptions, including how they related to the standard, helping us to better understand the reserves that would be required. This proved to be very educational for our management and Board and has prepared us for how to better plan for compliance with and implementation of the new CECL guidance.
Greg Spear, CPA, Chief Financial Officer & Vice President of Finance, Unitus Community Credit Union – Portland, OR
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
Since 2010 we have relied on Wilary Winn to provide fair value pricing and accounting advice for a portion of our investment portfolio. Their work and advice have been invaluable in the accurate reporting and valuation of these assets. We can always count on the Wilary Winn team to provide solid advice and technical expertise regarding our investments. We have been so impressed with the work that they’ve done for our investments that we hired them to provide an ongoing valuation of our mortgage servicing rights. We can always count on Frank and his team to provide the best service at a fair price.
Jack J. Richter, President & Chief Executive Officer, Winona National Bank – Winona, MN
James Darcy, Treasurer, 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 in the fall of 2014. 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.