Events
Join finance, accounting, and project management experts Ted Rose (ROSE), Wally Angel (ROSE), and John Connolly (Scaling Strategies) on November 13th at 12:00 PM ET for an in-depth session on building the right project foundation for long-term success.
R&D Tax Credits are one of the most powerful but underutilized tools for boosting cash flow and funding growth. In this strategic webinar, we break down exactly how government contractors and growth-stage businesses can identify, claim, and manage R&D tax credits. Whether you’re retroactively claiming past credits or optimizing current projects for eligibility, you’ll leave with a clear, compliant, and actionable game plan.
The federal contracting landscape is entering a period of rapid change. With the rollout of FAR 2.0 and sweeping SBA rule updates, small and growing businesses face both new risks and unprecedented opportunities. To stay competitive, contractors must understand how these shifts will impact eligibility, compliance, and growth strategies.
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
Is your accounting system built for success or headed for trouble? Implementing new accounting software is one of the most important and risky financial decisions a business can make. Done right, it can unlock efficiency, compliance, and strategic insight. Done wrong, it can lead to reporting errors, compliance failures, and costly operational disruptions.
Major tax reform is here—are you ready to leverage it to your advantage? The One Big Beautiful Bill Act (OBBBA), signed in July 2025, has some provisions taking effect on January 1, 2025, with sweeping changes that impact how you plan, invest, and report. Whether you're a government contractor, scaling business, or a nonprofit with taxable income, this 45-minute session will give you the insights to move forward with clarity and confidence.
Join Ted Rose , Timothy Fargo , and Wally Angel for a high-impact mastermind session designed for government contractors and nonprofit leaders ready to level up their proposal strategy and pricing practices. This session will equip you with the latest insights and practical tools needed to build compliant, competitive, and compelling cost volumes in 2025’s evolving government procurement environment.
By TED ROSE , ROSE FINANCIAL SOLUTIONS
Join us on May 19, 2025, in North Bethesda for a high-impact event designed to help government contractors, nonprofits, and growth-focused businesses navigate financial strategy, industry trends, and AI-driven solutions. Why Attend? ✔ Policy, Regulation and Compliance Updates Under the Trump Administration – Stay ahead of key policy shifts, including DOGE’s expanding role in regulatory reform, GovCons updates, and the latest on compliance and executive orders. ✔ Unleashing the Power of AI to Win More Business While Maintaining a Scalable Financial Infrastructure – Discover how AI-powered opportunity identification, marketing, proposal writing, and financial management are reshaping operations across industries. ✔ Networking with Successful Entrepreneurs – Connect with GovCon executives, nonprofit leaders, and financial professionals from growing businesses. ✔ Entrepreneur Success Stories – Learn how organizations across GovCon, nonprofit, and growth sectors are leveraging FaaS for financial clarity and scalability. Agenda Highlights: 📌 Keynote Presentation: Identifying and Winning Opportunities While Maintaining Compliance in Today’s Shifting Environment and Leveraging AI to Maintain Cost-Effectiveness 📌 GovCon Expert Panel: Maximizing Enterprise Value During Mergers & Acquisitions, Proposal Strategies, and Funding Priorities 📌 Maintaining DCAA and Tax Compliance Cost-Effectively with AI-Driven Financial Solutions: How the Latest AI Advancements Simplify Compliance, Streamline Reporting, and Enhance Audit Readiness for GovCons, Nonprofits, and Growing Businesses 📌 Entrepreneur Success Panel: Hear from Industry Leaders in the GovCon, Nonprofit, and Growth Sectors on Overcoming Challenges and Driving Growth in Today’s Financial Landscape
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