ROSE FaaS 2026 Conference

Join us on June 9, 2026, in North Bethesda for an executive-level conference focused on financial readiness, audit and compliance confidence, AI-enabled finance, and what it takes to position a company for sale. Built for CFOs, CEOs, GovCon leaders, and growth-stage operators who need more than a better close.

Why Attend?

Most companies reach a point where growth exposes what the finance function was never built to handle. The close takes too long. The numbers arrive too late. Compliance becomes a scramble instead of a posture. And when the real moments come — a DCAA audit, a capital raise, a sale — the infrastructure either holds or it doesn't.

This conference is for the leaders who want to know where they stand before that moment arrives. On June 9, Rose Financial Solutions brings together executives, CFOs, GovCon operators, M&A practitioners, and financial infrastructure experts for a half-day of substantive, practical sessions designed to answer one question: Is your finance function built for what comes next?

Who Should Attend

✔ CEOs & Founders of government contractors and growth-stage organizations who want clarity on their numbers, stronger control over cash flow, and a financial foundation built for growth, M&A, or whatever comes next.

✔ CFOs, Controllers & Finance Leaders navigating DCAA, FAR, evolving policy, audit readiness, and increasing pressure to deliver real-time financial intelligence — not just historical reports.

✔ COOs & Operations Leaders who depend on accurate cost structures, labor data, and project?level visibility to protect margins and execute with confidence.

✔ Fractional CFOs and Trusted Advisors who support GovCons and growth-stage businesses and want to stay ahead of what is changing in finance, accounting, and AI-enabled infrastructure.

✔ Business Owners Considering a Sale or Capital Event who want to understand what their finance function looks like to the people evaluating it — and what to fix before that conversation starts.

What You Will Walk Away With

This is a half day for executives who want an honest picture of where their finance function stands and what it takes to make it hold up when the pressure is real. The sessions are built around these questions that most finance leaders carry but rarely get a clear answer to:

• Am I audit-ready?
• Is my compliance posture defensible under a DCAA review or a federal contract scrutiny?
• Is my tax and SALT in compliance?
  
• Do my people trust the numbers enough to act on them?
• Is my infrastructure actually ready for AI?
• What does M&A diligence expose?
• What does my brand communicate to a procurement evaluator or an acquirer when they have minutes, not hours, to form an opinion?

You will leave with a clear framework for assessing your financial infrastructure and an honest picture of where the gaps are. You will have direct perspective on what private equity investors, M&A advisors, and lenders are actually looking for and how financial readiness affects deal terms before the conversation even starts. You will understand what modern financial infrastructure looks like in 2026, including how agentic AI is changing the close, reporting, and financial analysis, including what has to be true about your foundation before any of that is worth attempting.

The speakers have been inside these situations. The conversations are grounded in what they have actually seen; not in what the frameworks say should happen. You will leave with a specific picture of what to do next. And connections with senior finance professionals, GovCon executives, and growth-stage leaders who are navigating the same environment you are.

Info: Speaker: Ted Rose, President, CEO, Founder, Rose Financial Solutions

Ted opens the program with the concept that anchors the day: the Finance Ceiling. Every growing company hits it. Most don't recognize it until something forces it into the open — a DCAA notice, a bank review, a leadership transition, or a question in a leadership meeting that nobody can answer quickly. This session names the problem, explains what causes it, and frames the five dimensions that determine whether your financial infrastructure is built to handle what comes next.

Info: Speaker: Evan Davis, President, ADG Creative

For years, government contractors could afford to treat branding as an afterthought. Winning work was about compliance, past performance, and submitting the most thorough, technically sound proposal. That world is changing. Agencies are under pressure to move faster and evaluate more efficiently. Contractors are increasingly being asked to communicate their value in new formats most notably short-form video and other high-impact, front-loaded content. In this environment, you don't have hours to make your case. You have minutes. This session challenges the long-held belief that branding doesn't matter in government contracting and reframes it as a strategic necessity that directly impacts win rates. Evan Davis covers what has fundamentally changed in the procurement process, why strong brands create clarity, relevance, and loyalty in a competitive GovCon environment, and how companies can build a brand that holds up under both scrutiny.

Info: Moderator:

Wallace Angel, VP, Finance and Accounting, Client CFO, Rose Financial Solutions

Featured Panelists:

Cedric A. Powell, Partner, Private Equity, M&A, Squire Patton Boggs
Farrah Holder, Co-Founder and Managing Partner of Blue Fire Equity
Josh Butler, Managing Director of the McLean Group

What do private equity firms, investment bankers, and M&A attorneys actually look for when they evaluate a company? What separates a transaction that closes cleanly from one that stalls in diligence? And what does "bank ready" actually mean for a founder-led company preparing for what comes next? This panel brings together three practitioners who have worked through hundreds of transactions — from the buy side, the advisory side, and the legal side. Wally Angel moderates with questions drawn from the financial readiness work ROSE does with clients at the pre-transaction stage. The conversation covers the specific financial infrastructure characteristics that accelerate deals.

Info: Speaker: Kimberly A. Kuchman, VP, Transformations and Product, Rose Financial Solutions

Kimberly grounds the room in what a well-built financial infrastructure looks like in practice. She covers what real-time visibility, system enforced workflows, and agentic AI actually produce when the foundation underneath them is solid and what a system of agility makes possible for the organizations using it today. This session answers the question Ted's keynote raises: once you know you have a Finance Ceiling, what does it look like to break through it? That conversation opens into a panel focused on the questions that sit at the intersection of financial operations, data security, and decision-making: what does it mean to have financial data your leadership team actually trusts, and what does it take to protect that data in an environment where compliance requirements are tightening and the cost of a security gap is no longer just operational, it is contractual.

Info: Moderator:
Kimberly A. Kuchman, VP, Transformations and Product, Rose Financial Solutions

Featured Panelists:

Chris Tilley, CEO, CriticalTilt, Inc
Dean Rock, CEO, Steeltoad
Will Astore, President, Cofounder, Gateway Geospatial Group (G3)

Info: Moderator:
Bryan Lapidus FPAC Director, FP&A Practice, Association for Financial Professionals

Featured Panelists:

Ted Rose, President, CEO, Founder, Rose Financial Solutions
Timothy J. Fargo, , Client CFO, Tax Partner, ROSE CFO, Rose Financial Solutions
Wallace Angel, VP, Finance and Accounting, Client CFO, Rose Financial Solutions

With the framework established and the destination visible, this conversation goes through the themes of what financial readiness actually requires, drawing on real company situations and the patterns that surface when organizations are assessed honestly. Bryan Lapidus, Director of the FP&A Practice at the Association for Financial Professionals and one of the most respected voices in the CFO community, brings the independent practitioner perspective and pushes the conversation where it needs to go.

Know what’s Happening Next — before everyone else does.

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