
Overview
Our speaker will be Brian Gross, CFO of ControlTek.
Title of Meeting: Building Smarter: How CFOs Can Leverage AI, Tech, and Automation to Scale Impact
Brian brings a fresh yet battle-tested perspective to the CFO role, having earned his seat at the executive table earlier than most. A New Jersey native and graduate of TCNJ and Rutgers, Brian began his career at PwC, where he built a strong foundation in financial reporting and operational discipline across multiple industries.
As CFO of CONTROLTEK, a mid-sized distribution and technology company, Brian has led strategic transformations—leaning heavily into automation, AI, and analytics to deliver impact without unnecessary overhead. His approach blends the discipline of a CPA with the mindset of an innovator.
Outside the boardroom, Brian is also the co-founder of Hereby Amplify, a civic-tech platform empowering advocacy through smarter technology—an example of how financial leaders can build beyond their day jobs.
General Description: Brian will lead a discussion on how today’s CFO can become a strategic operator by embracing AI, automation, and analytics. Drawing from real-world transformations at CONTROLTEK, he’ll share how lean teams can drive big results through smart systems and tech-enabled decision-making.
Learning Objectives: Explore how finance leaders can adopt AI, automation, and analytics to modernize their function, improve efficiency, and support broader business strategy.
Learning Outcomes: Gain practical insight into how to apply technology to streamline finance operations, reduce overhead, and increase strategic influence across your organization.
Attendees will be issued 1 credit of CPE under the "technology" field of study.