Empowering CFOs to Lead Strategically: From Back Office to Boardroom

Please Note: This is a private, invite only event. All attendees are subject to approval.



Whether you are a part time or full time CFO, building a scalable financial infrastructure is challenging. It can feel like a grind when you're buried in vendor issues, payroll, customer follow-ups, and monthly closing tasks.


On September 18th at 4:00 PM ET, we are hosting an in-person Happy Hour for CFOs. At this event, you'll learn how to increase the amount of time you spend on strategic initiatives while the back-office is being handled.


Whether you're new to your existing role or looking to expand your capabilities, this in person event is geared towards you:

  • Unlocking recurring revenue by partnering with ROSE’s Finance as a Service model
  • Reducing time spent on bookkeeping, accounting, reporting, and tax
  • Delivering strategic value with audit-ready, real-time financial systems'
  • Understanding how a coordinated tech stack can help your company scale
  • Avoiding burnout from staffing, compliance, and manual process headaches
  • Building a scalable, client-first CFO office that grows your influence
Register for the Live Event

You’ll leave with a clear roadmap to:

  • Build a resilient, scalable financial infrastructure
  • Increase the amount of time you spend improving growth and profitability
  • Focus on strategic advisory work


Who Should Attend?
CFOs, Controllers, finance consultants, and strategic advisors looking to ensure the availability of timely and accurate financial data. Whether you work with startups, nonprofits, or government contractors, this session is designed to help you scale smarter—not harder.


Why Attend?
✔ Meet ROSE CFOs and growth-focused leaders
✔ Learn how to scale without the operational drag
✔ Build strategic relationships that will help grow your business
✔ Network with high-performing peers in a relaxed, collaborative environment


This event is hosted by the RFS Gives Back Foundation. The goal of the RFS Gives Back Foundation is to support local causes in the Baltimore‐Washington, DC Metro area and to continue to make a difference every year. With the help of our donors, we will continue to see improvements in the community.


Please Note: This is a private, invite only event. All attendees are subject to approval.

Register for the Live Event

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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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