5 Tips for Successful Virtual Meetings

Rose Report: Issue 65

By Ted Rose, CEO, Rose Financial Solutions

There is no doubt that business interactions have swiftly evolved since the onset of the pandemic. Today’s virtual and hybrid workforces have made in-person meetings fewer and farther between, replaced with Teams, Zoom, and WebEx meetings. As employees have become more accustomed to meeting with colleagues online, a RedRex  survey  found that 55% of respondents now have more meetings than when working in the office, and 83% spend up to one-third of their work week in video conferences.

While virtual meetings can be an effective way to connect with team members and clients, they can become tedious and unproductive if not managed well. In fact, according to an article in  GeekWire,  in virtual meetings with seven or more people, 50% of participants arrive late, 40% have below-average or poor engagement, and 22% don’t say a single word. Additionally, a 2022  study  by Nature found that people meeting virtually produced fewer creative ideas than those working face-to-face. 

If you are feeling virtual meeting burnout, you are not alone. The good news: with these five tips, you can make your sessions more engaging and enjoyable for all attendees: 

  1. Set clear objectives:  Establishing the goals and objectives of the meeting before arranging it will help to guarantee that your sessions stay on track and topic. Develop an agenda for the discussion and distribute it to everyone in advance. This will ensure that everyone is ready and able to participate in the conversation.
  2. Limit meeting time:  Setting a time limit for virtual meetings is crucial since they can be exhausting. Try to keep the conversation to one hour or less, and plan subsequent meetings to cover any issues you couldn’t discuss. If your session lasts longer than an hour, plan breaks every 30 to 45 minutes so attendees can get up, move about, get a drink, or use the restroom.
  3. Encourage participation:  Encourage participation from all attendees to make your online meetings more enjoyable. Participants are more engaged when polls, conversations, and breakout sessions are included.
  4. Use visuals:  Visual tools such as slides, videos, and screen sharing can make online sessions more engaging, interesting, and informative.
  5. Be flexible:  Flexibility is key when it comes to meeting schedules and formats. Record the meeting if some participants cannot attend due to time zone differences or a schedule conflict and share the recording with them later.

 By following these tips, you can balance virtual meetings and ensure they are productive, engaging, and informative.

This content is for information purposes only and should not be considered legal, accounting, or tax advice or a substitute for obtaining such advice specific to your business.

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By Ted Rose September 3, 2026
Issue 136 - ROSE Insights: Building a More Resilient Finance Function
By Ted Rose September 2, 2026
By TED ROSE , ROSE FINANCIAL SOLUTIONS
By Ted Rose September 1, 2026
Single-source approach brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one operating model NORTH BETHESDA, MD — September 1, 2026 — ROSE Financial Solutions (“ROSE”) today announced the launch of its GovCon Financial Advisory solution , an integrated offering designed to help government contractors manage critical financial and contract administration functions as they grow. The solution brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one relationship, backed by 30 years of GovCon experience and supported by the company's Easby platform. ROSE will demonstrate how government contractors can evaluate their financial readiness during its September 18 webinar, “ Are You Ready for Your Next Government Contract? ” The session will feature Ted Rose, Kimberly Kuchman, and Wally Angel and will explore the financial and operational capabilities contractors should evaluate as they prepare for larger and more complex government contracts. In government contracting, compliance is not a business preference. It is a condition of holding the contract. Indirect rate management, DCAA-compliant timekeeping, incurred cost submissions, and audit readiness are the price of doing the work. Yet in most contractors, the functions that carry that compliance live in separate hands. Contract administration sits with one person, project controls and billing with another, the accounting system with a third. The cost of that fragmentation is rarely the software. It is the gaps between the pieces: the reconciliation work, the indirect rate surprises, the audit scramble when the pieces do not line up. ROSE now closes those gaps with one source. The GovCon Financial Advisory solution includes: Contract administration Project controls and billing Indirect rate management and modeling DCAA/GovCon audit readiness All of it is supported by Easby , ROSE's enterprise-grade, AI-enabled platform. Easby is an agentic AI control layer that sits above your accounting system and enforces the workflows that keep a GovCon compliant and scalable. It integrates with the accounting systems GovCon finance teams already run, including QuickBooks Online, PROCAS, Unanet, and Deltek Costpoint. Your accounting software remains your system of record. Easby has followed a 20-year path of proven automation: rules-based workflow since 2005, machine learning since 2014, generative AI in 2025, and agentic AI in 2026 , added to workflows that already work rather than built from scratch. The solution is designed to meet a contractor where it is, from a company's first federal contract through significant scale. It produces structured financial intelligence and improves financial infrastructure maturity as the business grows, at 30 to 60 percent less cost than building the same capability internally. "In government contracting, compliance is not a project you finish. It is a posture you operate in," said Ted Rose, Founder and CEO of ROSE Financial Solutions. "For 30 years our GovCon clients haven’t worried about failing an audit, and that record comes from infrastructure, not luck. What we are giving contractors now is a single source for work that used to be spread across separate people, separate tools, and separate budget line. That is how you scale a GovCon without your finance function becoming the constraint that slows you down." About ROSE Financial Solutions ROSE Financial Solutions is a Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growing organizations, including founder-led companies, government contractors, nonprofits, and project-based professional services firms. ROSE's proprietary platform, Easby, is an agentic AI operating and intelligence layer built on Appian. Learn more at rosefinancial.com .
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