Since 1979, Nearman, Maynard, Vallez CPAs, P.A.’ dedication to the credit union industry has provided us with a unique understanding of the professional services desired by our clients. We have learned that not only do our clients want quality services at reasonable prices; they require a wide variety of services. Our primary objective has always been to assist our clients in accomplishing their goals through our experience, service, and commitment. To better meet that objective and our clients’ ever changing needs, our firm has formed alliances with some top professionals in the industry. These alliances are not “contracted” third party vendors, but highly respected colleagues that we “recommend” to our clients, giving them an option of additional services, if needed. By joining forces with these outstanding firms, we can combine our unique talents to broaden the level of service to our clients.
The alliance of our firms creates a working relationship that enhances the services, support capabilities, and offerings of the firms to the direct benefit of our clients and the credit union industry.
Solutions Unique As Your Credit Union
Since 1979, The Baker Group has helped our clients improve decision-making, manage interest rate risk, and maximize overall balance sheet performance. Our credit union platform was developed to offers solutions that cover the entire balance sheet. We know that credit unions are simply built different and that is why we have invested in some of the best credit union focused talent in the industry. We welcome the opportunity to discuss any of our services in more detail with you and your management team.
CastleGarde is an acknowledged expert provider of credit union information security-based assessments and regulatory compliance program services to over 300 credit unions nationally and internationally. CastleGarde specializes in the area of information security policy and assessments addressing the controls, access, management, and safeguarding of member information as defined by NCUA Reg. 748 Appendix A and B. CastleGarde provides information security program development and documentation review and assessments, external vulnerability/penetration testing as well as onsite vulnerability assessments including physical security reviews to measure the overall effectiveness of your information security controls and related programs. Other services include the performance of General Controls Reviews and a full turnkey offering in Business Continuity Planning.
Wilary Winn LLC
Founded in 2003, Wilary Winn, LLC provides independent, fee-based advice to more than 600 financial institutions located across the country, including 45 of the top 100 credit unions.
CECL & ALM: Holistic solutions to measure, monitor and mitigate interest rate, liquidity, and credit risk on an integrated basis. Our CECL & ALM services include:
Current Expected Credit Loss (CECL)
Capital Stress Testing
Concentration Risk Management
Real Return Analyses
Outsourced ALM Advisory:
Interest Rate Risk Management
Budgeting and Balance Sheet Optimization
Liquidity Stress Testing
MERGERS & ACQUISITIONS: Independent, fee-based determinations of fair value for mergers and acquisitions. Our merger & acquisition services include: Preliminary And Final Merger Valuation, Goodwill Impairment Testing, Accretion True-Up, & ASC 310-30.
VALUATION OF LOAN SERVICING: Comprehensive and cost-effective valuations of servicing arising from the sale of residential mortgage, SBA 7(a), auto, home equity and commercial loans.
ADDITIONAL SERVICES: services to support our CECL, ALM, fair value and loan servicing product offerings.
For more information, please contact Douglas Winn at 651-224-1200 or firstname.lastname@example.org.