The AI-first Controller: Jump’s Coding-for-Finance Paradigm Shift
As the incoming Controller at Jump, an AI operating system for financial advisors and wealth managers, Brock Beyer, CPA, took a bold, different path: AI-first and vibe-coded.
In this live, interactive session, Brock will show you the automations and workflows he purposefully built and uses every day — no CS degree required — and leave you with scripts you can adopt and deploy in your own stack immediately.
About the speakers
Brock Beyer, CPA
Controller, Jump
Brock Beyer is a CPA and Controller at Jump - Advisor AI, based in the Salt Lake City area. With a career built on financial rigor and integrity, Brock began his professional journey at KPMG in the San Francisco Bay Area, where he spent nearly three years developing deep expertise in auditing — progressing from Audit Associate to Senior Audit Associate.He then joined Taxbit, a leading crypto tax and compliance platform, where he rose through the ranks over three years from Accounting Manager to Assistant Controller. In July 2025, Brock joined Jump - Advisor AI as Controller, bringing his fintech and high-growth startup experience to bear in helping scale the company's financial operations.Brock holds a degree from the USC Marshall School of Business, one of the nation's premier business programs.
Stephen Hedlund
Head of Finance, Rillet
Stephen Hedlund, Head of Finance at Rillet, brings over a decade of experience in finance and accounting. An MBA graduate from Chicago Booth, he began his career at Walmart, and later went on to support growth-stage Silicon Valley startups, including Molekule, OpenSpace, and Mercury. Stephen is passionate about building strong financial foundations to drive company growth, and outside of work, he’s a proud husband and father of two young toddlers.
Dave Wieseneck
Expert-in-Residence, Ramp
With 15 years of experience as a finance operator and advisor across 7+ fast-growing tech startups, David's career has rallied around one core purpose: building high-performance teams that scale operations with cutting-edge technology. Having previously ran the finance teams at Demostack, letgo, & Ollie Pets & as an advisor for Carta, Justworks, Navan, and Ironclad, he now serves Ramp as their first-ever Expert-In-Residence. David implemented Ramp with 3 past companies, making him a seasoned authority in their products and workflows. Today, he leads the team by shaping user experiences, both internally and customer-facing, with a unique curiosity and passion for building the future of financial technology.