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7:00 PM

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This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

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Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
Register

7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
Register

7:00 PM

Title

Auditorium
This session is gonna be really amazing. Let's get ready to SESSSSSSIOOOOOOOOOOOOOON!
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CHICAGO, IL
AUG 18 2026

AUSTIN, TX
AUG 25 2026

The intelligent finance summit

Date TBD
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Venue

JOIN US

A half-day summit on finance, AI, and innovation — where today’s leaders will connect, learn, and shape the future of business.

CHICAGO, IL
AUG 18 2026

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AUSTIN, TX
AUG 25 2026

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JOIN US

Marten Abrahamsen

CFO, VERCEL

Daria Levko

VP CORPORATE CONTROLLER, REDIS

Adam Dix

head of finance, ANTHROPIC

SAN FRANCISCO
MARCH 03 2026

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Sruthi Lanka

CFO, PUBLIC

Kevin Leja

CONTROLLER, AG1

Elena Gomez

CFO, TOAST

SPEAKER LINEUP
NEW YORK CITY

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SPEAKERS

Hear from the leaders driving the future of finance.

David Eckstein

CHIEF FINANCIAL OFFICER, LEGORA

Eric Rhode

HEAD OF TRAVEL & EXPENSE, OPENAI

Jerome Barley

HEAD OF GLOBAL TRAVEL & EXPENSE, DOORDASH

Erica Dorfman

CHIEF FINANCIAL OFFICER, BREX

Craig Bealmear

CHIEF FINANCIAL OFFICER, OKLO

Meaghan Anderson

VP, GLOBAL CONTROLLER, ACTIVECAMPAIGN

Lindsey Oshita

CHIEF ACCOUNTING OFFICER, FRANKLIN TEMPLETON

Gabrielle Toof

SENIOR DIRECTOR, PROCUREMENT & STRATEGIC SOURCING, CIRCLE

Erik Zhou

SVP, CHIEF ACCOUNTING OFFICER, BREX

Jason Powell

Managing Director, Ent Transformation, Zip

Erik Zhou

CAO, BREX

Yunas Reguero

Head of Business Development, BREX

CONTENT

Agenda at a glance

12:00 - 1:00 PM

Arrivals & Registration

1:00 - 2:30 PM

Main Programming: The Era of Intelligent Finance

2:30 - 3:00 PM

Networking Break

3:00 - 4:10 PM

Main Programming: Applied AI, Real Impact

4:10 - 5:30 PM

Networking Reception

Erik Zhou

SVP, CHIEF ACCOUNTING OFFICER, BREX

Jason Powell

Managing Director, Ent Transformation, Zip

Erik Zhou

CAO, BREX

Yunas Reguero

Head of Business Development, BREX

CHICAGO, IL

SEE AGENDA
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AUSTIN, TX

SEE AGENDA
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SPEAKERS

Hear from the leaders driving the future of finance. Past speakers include:

AGENDA

Agenda at a glance

NYC Agenda
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SF Agenda
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12:00 - 1:00 PM

Arrivals & Registration

1:00 - 2:30 PM

Main Programming: The Era of Intelligent Finance

2:30 - 3:00 PM

Networking Break

3:00 - 4:10 PM

Main Programming: Applied AI, Real Impact

4:10 - 5:30 PM

Networking Reception

Placeholder image alt text

SPEAKERS

Join us in San Francisco and New York to hear from a growing list of industry leaders and emerging voices.

Marten Abrahamsen

CFO, VERCEL

Molly O’Shea

INVESTOR, SOURCERY

Adam Dix

HEAD OF FINANCE, ANTHROPIC

Daria Levko

VP CORPORATE CONTROLLER, REDIS

Nick Johnson

VP OF FINANCE, ASSEMBLYAI

Erik Zhou

CAO, BREX

WHY ATTEND

Innovation

Get a sneak peek into some of the latest advancements in AI and intelligent finance from Brex, our partners, and our customers.

Community

Make lasting connections with global finance and business leaders, operators, and builders while enjoying light bites and drinks.

Learning

Gain practical advice from leading CFOs and Brex’s own finance team on using AI to transform finance and drive the business forward.

PARTNERS

PARTNERS

PARTNERS

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Brex LLC is a wholly owned subsidiary of Capital One, N.A.

Brex LLC | 2261 Market Street STE 85844 | San Francisco, CA 94114

Brex LLC | 650 S 500W Suite 300 | Salt Lake City, UT 84101

 

The Brex business account consists of Checking, a commercial checking account provided by Column N.A., Member FDIC (an unaffiliated institution), and Treasury and Vault, cash management services provided by Brex Treasury LLC, Member FINRA/SIPC and a Capital One company.

 

Securities are offered through Brex Treasury LLC. Funds in Treasury are not FDIC-insured. Funds in Vault at program banks are eligible for FDIC insurance. Funds are not FDIC-insured until they arrive at program banks. Conditions apply.

 

Investing in securities involves risk and loss of money. Yield and return are variable and fluctuate. Past performance is not a guarantee of future results. This is not an offer to, or implied offer, or a solicitation to, buy or sell any securities. Brex Treasury LLC does not provide legal, tax, or investment advice. The latest statement of financial condition for Brex Treasury LLC is available here. You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the FDIC or any other government agency.

 

The Brex Mastercard® Corporate Credit Card is issued by Emigrant Bank, Fifth Third Bank N.A., or Airwallex (Netherlands) B.V. (all unaffiliated institutions), pursuant to licenses by Mastercard International Inc. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Inc. The Brex Commercial Card is issued by Sutton Bank (an unaffiliated institution), pursuant to a license from Visa® U.S.A. Inc. Can be used where Visa® cards are accepted. No ATM access. All loans are subject to approval, including underwriting, credit, and collateral approval, as well as availability restrictions. Nothing herein should be construed as a commitment to lend.


Certain payment services are provided by Brex Payments LLC, a licensed money transmitter (NMLS #2035354) and a Capital One company.

 

Some Brex products have associated fees. Plans start at $0 per user, per month, and more advanced features are available for $12 per user, per month.

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