From Automation to Autonomy: Agentic AI in Travel & Expense

San Francisco, CA

Feb 19, 2026 6:00 PM - 8:30 PM PDT

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Here's what we talked about

Why traditional T&E automation still leaves finance teams reacting instead of controlling spend in real time
- Where delays, manual reviews, and post-spend corrections still create risk and rework
- What changes when policy enforcement happens at the point of purchase rather than after the fact
How agentic workflows are shifting T&E from task automation to decision-level autonomy
- The difference between rules-based automation and systems that act on intent and context
- What finance leaders need to trust AI-driven actions without losing governance or accountability
What near-real-time reconciliation unlocks for forecasting, close cycles, and cash visibility
- How delayed expense data distorts forecasts and creates false confidence
- What it takes to move from lagging reports to always-on financial insight
Where consolidation simplifies control and where integration still makes more sense
- The operational and risk trade-offs of stitching together travel, cards, reimbursements, and AP
- How leaders are evaluating platform depth versus ecosystem flexibility as they scale
How finance, travel, and operations teams are redefining ownership as T&E becomes more autonomous
- Where responsibilities blur as systems take on more decision-making
- How teams are redesigning controls, approvals, and exception handling for scale

Event Partners

Navan

Navan, formerly known as TripActions, is a technology company that offers an integrated platform for corporate travel booking, expense management, and corporate cards. Navan leverages artificial intelligence to streamline business travel and expense processes, serving over 8,000 companies globally.

Brex

Brex is a financial technology company that provides an all-in-one platform for corporate cards, expense management, travel, and financial operations, designed for startups and fast-growing enterprises.

Guest Speakers

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at BWG Connect

Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network.

Nicole Thomas LinkedIn

Head of Partner Marketing at Brex

Event Moderator

Tiffany Serbus-Gustaveson LinkedIn

Senior Digital Strategist at BWG Connect

Tiffany Serbus-Gustaveson is a Digital Strategist at BWG Connect, a network and knowledge sharing group of thousands of brands who collectively grow their digital knowledge base and collaborate on partner selection. With over 13 years of experience in the digital space, she has built a strong reputation for driving growth, innovation, and customer engagement across a variety of online platforms. She is passionate about keeping up with the latest industry trends and emerging technologies by speaking with hundreds of brands a year thru the BWG Network.

Nicole Thomas LinkedIn

Head of Partner Marketing at Brex

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