Data Driven Decision Making and AI-Enablement

Data-Driven Decision Making and AI Enablement 

for Businesses

2024 Easby Finance-as-a-Service Conference

Hosted by Rose Financial Solutions

June 4th, 2024 

8:00 a.m. - 6:30 p.m.

Canopy Hilton: Pike and Rose 

940 Rose Avenue, North Bethesda, Maryland

(See Agenda Below)

Perfect for CEO's, CFO's, COO's, Executive Directors

Growth, GovCon, Nonprofit, Professional Services, and Technology Businesses

A Message from Ted Rose, President and CEO 

Rose Financial Solutions

Data-Driven Decision Making and AI Enablement for Businesses

Discover how to:  

Hear from Our Keynote Speakers

A Message from Mary Grothe,

Chief Revenue Officer at PNI-HCM

A Message from Ford Saeks, AI Innovation Keynote 

Business Growth Accelerator

We Would Like to Thank Our Sponsors

Introducing Our Nonprofit Partner: Mercy Health Clinic

Easby Finance-as-a-Service Conference Agenda

8:00 AM - 9:00 AM: Registration, Networking Breakfast & Showcase

9:00 AM - 10:50 AM: General Session

10:50 AM - 11:10 AM:  Break - Showcase

11:10 AM - 12:30 PM: General Session

12:30 PM - 1:30 PM: Networking Lunch and Showcase

1:30 PM - 2:50 PM: General Session

2:50 PM - 3:10 PM: Break - Showcase

3:10 PM - 4:15 PM: General Session

4:15 PM - 4:30 PM: Closing Remarks

4:30 PM - 6:30 PM: Networking Happy Hour and Showcase

Concurrent Breakout Sessions

12:00 AM – 12:30 PM – Breakout Sessions

2:10 PM – 2:50 PM – Breakout Sessions

3:40 PM – 4:15 PM – Breakout Sessions

Introducing Our Speakers and Presenters

Our Keynote Speakers include: 

Ford Saeks, Business Growth Accelerator, will bring you the straight scope about AI with his presentation: Unleash AI Innovation: What You Need to Know Now.  

Mary Grothe, best-selling Forbes Books author of "Destination Remarkable: Surviving the Dark Side of Success" will be sharing entrepreneurship insights with her presentation: Entrepreneurial Story. 

Additional interactive sessions and workshops led by FaaS experts from Rose Financial Solutions, Payroll Network, Dunlap Bennett & Ludwig, NFP Insurance Solutions, Truist, Insperity, Procas, R3, Next Health, and more.  

The Easby FaaS Conference Emcee is:  Nema Semnani,  President, Precision Sales Consulting

In 2010, the Blackbook of Outsourcing named ROSE the #1 FAO firm in the world based on client satisfaction. Since 1994 he has served as President and CEO of ROSE, the visionary of Easby, and the architect for providing executives with financial clarity and confidence. Ted has supported countless organization in their journey from start-up to successful exit.

contracting and consulting environments with companies ranging from start-ups to $800M. His government contracting expertise includes FAR and DCAA compliance, indirect rate calculation, forward pricing, proposal writing, pricing, and cradle to grave contracts management and system design and implementation. In his position as Partner, Financial Operations, Wally serves as a trusted advisor to the C-suite in controllership and cash management, revenue recognition, system design and implementation, and full financial planning and analysis.

engineering solutions for the intelligence community and the Department of Defense. With over 29 years of experience in national security, William has a proven track record of providing subject matter expertise and leadership of diverse and dynamic teams across various domains, with a special emphasis on geospatial intelligence (GEOINT).

William is passionate about empowering people, driving innovation, and pioneering solutions that leverage cutting-edge techniques and technologies. He collaborates closely with partners to understand their unique needs and develop tailored solutions that include complex spatial data analysis, interactive map development, immersive data visualization, and predictive intelligence. William is also committed to creating a world-class corporate culture that fosters perpetual improvement and innovation at G3.

companies generate more than $1 billion in sales worldwide. From start-ups to Fortune 500s, Saeks is widely recognized as a business growth expert. With over 30 years of experience (ranging from retail to wholesale), he has founded more than ten companies, authored four books, secured three U.S. patents, and earned numerous industry awards.   

Ford specializes in guiding individuals and businesses toward identifying and overcoming obstacles through his keynotes, strategic consultations, and guest interviews.

to helping individuals and companies drive revenue and profitability through scalable sales training, management training, coaching, and process development. Nema has spent his career driving sales, management, and process implementation for Fortune 500 companies, as well as, developing sales processes, sales training programs, building sales teams, and leading business development for innovative startups. Nema is also a Vistage speaker, who specializes in the art and science of storytelling. Nema enjoys poker, is a film nerd with an encyclopedic mental database of useless movie quotes, and is a very amateur stand-up comedian, having performed at the world famous Caroline’s on Broadway.

a track record of leading cross-functional initiatives that resulted in significant value-add. She has expertise in analyzing workflow challenges, developing and simplifying procedures, and finding innovative solutions to logistics issues. As Partner, Functions Division, Kimberly leads ROSE’s accounting functional teams within its shared service center based in Rockville, MD.

Tim’s expertise includes finance, accounting, management, strategic planning, budgeting, M&A, GovCon compliance, audit, and tax planning.

Tim joined ROSE in 2006 and became a partner in 2007. Prior to joining ROSE, he was the Senior Vice President of Business Processes and Chief Financial Officer of the Design-Build Institute of America (DBIA).

Center for Children and Families, and Manna Food Center. Mr. Foraker joined Mercy in June of 2015 and has prioritized operational sustainability and service growth.

hands-on expertise for Fortune 500 and Government Organizations to leading Product and Software teams as an executive at Appian (NASDAQ:APPN).

Medhat holds an MBA and Computer Science Degrees, with extensive progressive leadership experience managing, training, mentoring & empowering high-performing, cross-functional teams of hundreds of Engineers.

Her recent publication under the Forbes | Books brand is a #1 bestseller. Mary now dedicates herself to spreading the gospel's message through her keynotes, blogs, and radio show, with plans to release a second book in 2025.

Jennifer brings 23+ years of practice in the Washington D.C. metro area to her clients’ matters, including a unique 360◦ perspective from prior U.S. Government civilian, military, and commercial industry positions. Jennifer has served as a Senior Associate General Counsel in the Department of the Navy’s Office of General Counsel, as an officer in the U.S. Army Reserves Judge Advocate General (JAG) Corps., as an Honors Attorney with the Central Intelligence Agency, and as General Counsel/Deputy General Counsel with both large and small businesses.

emphasis on business, tax and financial matters, government contracting, employment law, intellectual property, and business immigration.  

He refuses to represent public companies- entrepreneurs are much more fun.  His favorite projects are equity sharing programs and 

liquidity events, but there aren’t a lot of legal issues that a small business can have, that he hasn’t seen. He loves to share experience with business owners on any legal topic that you care to throw at him.    

including contracts, employment law, risk management, compliance, privacy, and litigation. Substantial experience drafting, reviewing, and negotiating contracts and agreements. Counsel businesses on federal employment laws, including working with human resources on investigations and implementing internal policies. Represent Fortune 500 companies in complex commercial and employment litigation matters before appellate, federal and state courts.

Stuart has a depth of experience in counseling families, professionals and business owners on the proper structure of insurance products for personal protection, succession planning, business buy/sell funding and wealth replacement strategies for estate planning purposes. 

Stuart is a qualifying and life member of the Million Dollar Round Table, the top association for insurance professionals and was recently named by Washingtonian Magazine as Top Insurance Advisor.

She has 30+ years of experience in human captial management and is passionate about designing solutions to help improve business performance. Insperity's Workforce Optimization Solution provides human resources services that enable business owners to be more systematic and strategic about the role that people play in the success of a company. As a Business Performance Advisor, Donna works with C-level executives to determine which practices can have the most positive effect on their company's people strategy and bottom-line.

An expert in nutrition, fitness and medicine, he is able to predict disease years in advance and prevent them.

In 2001 he founded Next Health, the first medical clinic to offer fitness, nutrition and medical services under one roof. A few years later he incorporated a weight loss program into the clinic’s offerings, and in 2006 he officially began practicing integrative medicine. In 2015, after trademarking the term “Rethink Medicine” he formed what came to be known as “The Executive Physical” and “Ultra Health Program” – comprehensive and customized healing solutions utilizing the most appropriate tools and technologies for patients.

McGriff lines of business. Robert specializes in the discovery,  design, implementation, and management of complex planning solutions for  business clients.

With expertise in business succession strategies and non qualified  employee benefits, Robert provides customized business solutions for successful  corporations, their owners, and their respective families while adding valuable  insight as a member of the team at Truist  

small businesses to grow and develop their workforce.  

Insperity's Workforce Optimization Solution provides human resources services that enable business owners to be more systematic and strategic about the role that people play in the success of a company. As a Business Performance Advisor, Al works with C-level executives to determine which practices can have the most positive effect on their company's people strategy and bottom-line.

  industrial security, and business development. An industry leader and award winning speaker. Expertise in managing software development, operations, help desk, and maintenance programs, quality assurance teams, and process improvement initiatives, and is an ITIL trainer and proctor. Excellent interpersonal, analytical, decision making, communication, and management skills. Recently accomplished CMMI-DEV Maturity Level 5.

expense reporting, and management reporting software for government contractors. With his unparalleled expertise and innovative, customer-focused solutions, Jim remains committed to helping PROCAS customers seamlessly navigate the complexities of government contracting, including DCAA compliance. Located in Columbia, MD, PROCAS supports thousands of end users, spread all over the globe.

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Experience the Best of Business and Culture at the 2024 Easby FaaS Conference

Innovation Meets the Rich Heritage of Washington D.C.

Attend the 2024 Easby FaaS Conference in North Bethesda, Maryland, just a short distance from Washington D.C. This location offers a unique mix of business and leisure, allowing you to engage with industry leaders and explore the capital's sights and history. 

North Bethesda provides a convenient setting for valuable insights and networking, coupled with access to D.C.'s landmarks and dining. Make your trip a blend of professional growth and cultural exploration.

Hotel Reservations

Staying overnight before or after the conference? We recommend the Canopy Hotel for its convenience to the venue.

Conference attendees have preferred rates. Use the discount code "Easby FaaS Conference" while rooms are still available.