ROSE FaaS 2024 Conference

Data Driven Decision Making

and AI-Enablement


On June 4, 2024, business and finance leaders gathered in North Bethesda, MD for the Easby FaaS Conference—an in-person event designed for those focused on optimizing financial processes, enhancing insights, and accelerating growth with data and AI.


Attendees walked away with real-world strategies to future-proof their financial back office as they scale from startup to exit, witnessing how data and AI are being used today to elevate finance teams from reactive to strategic.



Thank You to Our Business Partners

Discover the Conference Agenda

Event Schedule


1:00 PM - 4:30 PM


Session 1


Unleashing AI Innovation: What You Need to Know Now

  • Ford Saeks, Business Growth Accelerator


FaaS Vision for Finance Transformation

  • Ted Rose, President, CEO & Founder, Rose Financial Solutions


Case Study: Focusing on the Mission

  • Mark Foraker, President & CEO, Mercy Health Clinic


Session 2


  • What’s New and Next in FaaS
  • Kimberly Kuchman, VP of Transformation & Product, Rose Financial Solutions


  • 15 AI Skills Available in 2024
  • Medhat Galal, SVP of Engineering, Appian


  • Data Governance, Security, and Compliance: CMMC & NIST Risk Management Framework
  • Moderator: Kimberly Kuchman, Rose Financial Solutions
  • Panelists:
  • Jen Morris, Partner, Dunlap Bennett & Ludwig PLLC
  • Jim Wesloh, Founder & President, PROCAS
  • Medhat Galal, SVP of Engineering, Appian
  • Beth Leonard, COO, R3


Session 3


  • The Entrepreneur Journey: Don’t Go It Alone
  • Mary Grothe, Forbes Books Best-Selling Author


  • How Data Improves the Three Pillars of Entrepreneurial Health
  • Corporate Financial Health
  • Personal Financial Health
  • Personal Health
  • Moderator: Mary Grothe
  • Panelists:
  • Tim Fargo, CFO, Rose Financial Solutions
  • Stu Tauber, Partner, NFP
  • Dr. Habib, Founder, Next Health


Session 4


  • Automation, Data, and AI: Creating Metrics That Matter
  • Wally Angel, VP of Financial Operations, Rose Financial Solutions


  • Maximizing Your Value Creation and Exit
  • Moderator: Wally Angel
  • Panelists:
  • Will Astore, Founder & Executive Partner, G3
  • Roy Morris, Partner, Dunlap Bennett & Ludwig
  • Robert Hoffman, Regional Insurance Specialist, Truist


  • Closing Remarks
  • Preparing Your Company for a Successful Future
  • Ted Rose, President, CEO & Founder, Rose Financial Solutions


  • Networking Happy Hour & Showcase


Concurrent Breakout Sessions


12:00 PM – 12:30 PM


  • The Intersection of HR & AI
  • Mary Grothe, PNI


  • Creating Business Value Through Corporate Owned Life Insurance
  • Robert Johnson & Robert Hoffman, Truist


  • CFO Office Hours
  • One-on-one meeting with a ROSE CFO (topic of your choice)


2:10 PM – 2:50 PM


  • Mastering Cybersecurity Compliance: What Every GovCon Needs to Know to Avoid Mayhem
  • Jen Morris, Dunlap Bennett & Ludwig PLLC


  • Top HR Trends Shaping the New Normal
  • Donna Snyder & Al Hutchins, Insperity


  • CFO Office Hours
  • One-on-one meeting with a ROSE CFO


3:40 PM – 4:15 PM


  • Employees, Not Cyber Attacks, Are the Greatest Threat to Your Confidential Information and Trade Secrets
  • Scott Johnson, Dunlap Bennett & Ludwig PLLC


  • The Secrets to Longevity and Reversing Disease
  • Dr. Habib, Next Health


  • CFO Office Hours
  • One-on-one meeting with a ROSE CFO


Revisit Our FaaS Conferences in the ROSE Community

The next five years will bring more change than we’ve witnessed in the last 20 years. Companies are searching for ways to prepare for this change while future proofing their back offices. Finance as a Service and Easby, your CFO Co-Pilot, can support your growth and success from startup to exit.

Thank You to Our Business Partners

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