Our dedicated team of over 35 employees includes client services professionals and a product/development team.
Credentials
Professional Affiliations
WILLIAM (BILL) J. BOSSONG, CPA/CBA
Co-Founder and Chief Executive Officer
Overview
Bill has more than twelve years of public accounting, consulting, and software development experience with an emphasis in financial institutions and SEC registrants. These services include due diligence projects, Day 1 valuations, Day 2 loan accounting, Allowance for Loan Loss (“ALLL”) consulting and software implementation, and Current Expected Credit Loss (“CECL”) consulting and software implementation. He is a Co-Founder of a proprietary suite of software solutions, ValuCast™, that assists companies with the various services outlined above. Bill currently serves as the CEO of Valuant. In his role as CEO he leads the Company in strategic initiatives to include but not limited to product development and delivery, business development, and consulting services. Bill is part of the core team to build and deliver our software as a service (SaaS) platforms to include the ILM ALLL model as well as our CECL offering. Since inception of Valuant, Bill has led the Company in launching our first SaaS platform line of business as well as our Recognition and Measurement line of business in addition to continuing to assist in growing our Day 1 and Day 2 lines of business.
Bill has worked closely with various entities to include leasing companies, insurance companies, mortgage companies, and broker dealer/investment companies throughout his career. Valuant currently serves over 60 banks on an annual basis ranging in size from $300 million in assets to over $35 billion in assets. Prior to founding Valuant, Bill was a Shareholder in the Financial Institutions Practice of a top 30 accounting firm.
Credentials
Professional Affiliations
CRAIG A. ENGLE, CPA/ABV
Co-Founder and Director of Product Management
Overview
Craig has over ten years of public accounting, consulting, and software development experience and specializes in providing services to financial institutions. He is a co-founder and leads the product design and management function of ValuCast™, a proprietary suite of software solutions designed to assist banks with Day 1 and Day 2 accounting, allowance for loan loss calculations under ASC 450-20 and ASC 310-10, Current Expected Credit Loss calculations and implementation under ASC 326, and various other financial modeling tools.
Over the past five years, Craig has assisted in consulting projects for numerous financial institutions ranging in size from $500 million to over $35 billion in assets. Prior to founding Valuant, he served as a Director and external auditor in a top 30 accounting firm specializing in several industries including financial institutions, manufacturing, insurance and real estate.
Credentials
Professional Affiliations
DEREK G. HIPP, CPA
Co-Founder and Director of Consulting
Overview
Derek has over eight years of public accounting and consulting experience specializing in financial institutions. Derek leads the consulting and product implementation services portion of Valuant. This group provides various consulting services for financial institution clients ranging in asset size from $500 Million to $32 Billion. Derek specializes in Day 1 valuation and due diligence services for Whole Bank and FDIC-assisted acquisitions as well as branch purchases, Day 2 accounting under both ASC 310-30 (SOP 03-3) and ASC 310-20 (FAS 91), Allowance for Loan Loss services under ASC 450-20 and ASC 310-10, historical loan prepayment speed analyses, and historical deposit studies. More recently, Derek has assisted clients in preparing for ASC 326 (“CECL”) through readiness activities and implementation of the “ValuCast™ Suite-CECL” SaaS solution.
Derek is a Co-Founder of a proprietary suite of software solutions, ValuCast™, which contains modules to assist financial institutions with the various services outlined above. Derek leads the consulting and product delivery services of the Valuant team. Prior to founding Valuant, he served as Manager in a consulting practice focused on financial institutions at a top 30 accounting firm. Prior to his time in consulting and data analytics, he served as an external auditor for financial institutions.
Credentials
NATHAN CHAPMAN
Director of Product Development
Overview
Nathan has over thirteen years of software development experience. He has developed software applications and websites for various industries including banking, defense, staffing and education. Though his original passion was in creating cutting edge user interfaces, that passion spread into other areas like software architecture, database design and dev ops. Nathan is always striving to create a product that stands out within the industry.
Nathan has been leading teams and architecting software for 7 years. He currently leads the development team at Valuant and is closely involved in the design of the software and IT infrastructure.
JOHNATHON (JOHN) CLOSS
Director of Business Development
(470)-201-9788
Overview
A husband of 20+ years and father to three girls, John understands the importance of clear and concise communications and solutions which he practices both in his personal and professional life.
As Director of Business Development at Valuant John heads up the Technical Sales Team. For over 15 years, John has helped financial institutions, working one-on-one with credit, accounting, and risk professionals at banks and credit unions to solve loan loss allowance reserves and M&A (mergers & acquisitions) accounting needs. He and the team coordinate with development, support, and client service teams to ensure that each solution addresses the institution’s needs, accommodates its processes, and is maintained with the functionality and capabilities to meet the industry’s changing standards and best practices.
Credentials
STACEY HOLDER
Vendor Compliance Coordinator
Overview
Stacey has nearly ten years of experience in the financial services industry with a focus in regulatory compliance and risk management. She has a background performing regulatory examinations on banks and credit unions from under $100 million to over $200 billion in total assets. She also has experience in compliance, audit, and risk management in the credit union industry. At Valuant she is responsible for ensuring that we meet and exceed industry standards for the client due diligence process, managing the SOC process, overseeing vendor relationships, and guiding the overall risk management program.
Stacey earned her Bachelor of Business Administration in Accounting from the University of North Georgia and is a NFCU Certified Compliance Officer (NCCO).
Credentials
LISA ANDERSON
Quality Assurance Manager
Overview
Lisa has nearly 25 years of experience in the Informational Technology industry, with most of those years in a Quality Assurance role. Industries include Accounting/Finance, Pharmaceutical Sales Software, Medical Products, and Digital Asset Management.
In her role as Quality Assurance Manager, she is responsible for leading quality assurance and testing efforts for Valuant’s software products and solutions and user documentation. She is an expert tester as well as a coach and mentor for the QA team, working with them to meet the team’s testing commitments every sprint. She works to improve the overall quality of our product releases as well as lay out sound QA processes and standards that the team can follow.
Lisa holds a SCRUM certification and has her Masters of Education with a concentration in Instructional Technology and Mathematics from the University of Florida. She also earned her Bachelor fo Arts in Education from the University of Florida.