Outlook

CFO's annual beginning-of-year outlook package.


  • Rear view of business colleagues looking through window from the office
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CFO optimism dims in the short term, U.S. Bank survey shows

    Though U.S. finance chiefs believe they have better prospects over the next three years, their optimism in the near term has “cooled,” according to U.S. Bank.

    By May 6, 2026
  • Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CFOs fear health benefit costs are ticking up unsustainably

    In a recently released survey by consulting firm Mercer, 80% of finance chiefs said their organizations couldn’t tolerate health care cost hikes above 6%.

    By April 24, 2026
  • A vessel is docked at PortMiami and containers are being moved using gantry cranes.
    Image attribution tooltip
    Joe Raedle via Getty Images
    Image attribution tooltip

    Tariffs become a ‘permanent planning assumption’ for US execs

    Despite a major legal setback from the U.S. Supreme Court earlier this year, tariffs are still a big consideration in executives’ scenario planning, according to a recent PwC survey.

    By April 22, 2026
  • employer handing employee a paycheck
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Private equity-backed CFOs earned average of $604K per year in 2025

    A new report by executive search firm Heidrick & Struggles shows rising cash compensation and shorter tenure for top financial talent at private equity-owned businesses.

    By April 15, 2026
  • Businessmen Moving Through Maze with Red Path. Concept of Strategy, Risk, and Business Challenges
    Image attribution tooltip
    AlexSecret via Getty Images
    Image attribution tooltip

    CFO optimism, while dipping slightly, is still ‘high’, Deloitte says

    The Big Four’s quarterly survey of North American CFOs reveals that many remain bullish on the economy at large and their own companies’ prospects.

    By April 14, 2026
  • Office lights illuminating a collection of modern downtown office towers after sunset.
    Image attribution tooltip
    georgeclerk via Getty Images
    Image attribution tooltip

    Big M&A deals roar back to the forefront

    A surge of deals valued at $10 billion-plus closed in this year’s first quarter, although smaller deals may be in vogue for the rest of the year.

    By April 13, 2026
  • The Securities and Exchange Commission headquarters is seen on April 25, 2025 in Washington, DC. SEC held a roundtable with the SEC's Crypto Task Force that was titled “Know Your Custodian: Key Considerations for Crypto Custody” in which they heard from officials working in Crypto. (Photo by Anna Moneymaker/Getty Images)
    Image attribution tooltip
    Anna Moneymaker / Staff via Getty Images
    Image attribution tooltip

    For CFOs, SEC’s semiannual reporting proposal may not change much

    Lenders and investors may still demand quarterly reports from companies even if the federal government does not, experts say.

    By April 10, 2026
  • A person dressed in business attire sits at a office desk with a laptop.
    Image attribution tooltip
    Dan Niepow/CFO.com
    Image attribution tooltip
    Q&A

    Oak Park CFO reflects on a career in public-sector finance

    Kevin Bueso talks through leading municipal finances at a time where local governments are being asked to “do more with tighter margins for error.”

    By April 9, 2026
  • Two business people signing a contract
    Image attribution tooltip
    simarik via Getty Images
    Image attribution tooltip

    M&A deals need at least two years to reach expected ROI, CFOs say

    But full-scale “cultural integration” is likely to take much longer, according to a survey by consulting firm RGP.

    By April 7, 2026
  • The Duke University chapel
    Image attribution tooltip
    Retrieved from Wikimedia Commons.
    Image attribution tooltip

    Despite war and tariff uncertainty, CFOs are confident in economy: Duke-Fed survey

    In the first quarter of 2026, finance chiefs’ optimism for their own business and the U.S. economy ticked up slightly.

    By March 25, 2026
  • A street sign for Wall Street in front of the facade of the New York Stock Exchange.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CFOs and private equity sponsors diverge on IPO timing and approach

    While most CFOs surveyed by consulting firm Accordion said boards and sponsors should control IPO timing, more than half of PE sponsors said it’s the finance chief’s job.

    By March 10, 2026
  • A shipping container is offloaded at the Port of Los Angeles on Sep. 25, 2026.
    Image attribution tooltip
    Mario Tama via Getty Images
    Image attribution tooltip

    Despite volatile global conditions, finance leaders are optimistic: AICPA-CIMA survey

    In the organizations’ latest economic outlook survey of CPAs and other business leaders, 39% said they’re optimistic about the U.S. economy.

    By March 6, 2026
  • Robert Steven Kaplan delivers a keynote address on Feb. 25 at the Radiance conference in Arlington, Texas.
    Image attribution tooltip

    Photo by Dan Niepow/CFO.com

    Image attribution tooltip

    3 headwinds and tailwinds facing US economy: Goldman Sachs vice chair

    From the persistence of tariffs to the promise of artificial intelligence, Robert Steven Kaplan outlined his take on the state of the American economy today.

    By Feb. 27, 2026
  • Two business people signing a contract
    Image attribution tooltip
    simarik via Getty Images
    Image attribution tooltip

    Private equity deals hit $2.6T in 2025

    New research by McKinsey & Company points to bigger deals, longer hold periods and the continued rise of “niche” methods of returning liquidity to investors.

    By Feb. 19, 2026
  • Closeup group of businesspeople meeting discuss project plan and financial results in office.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Average enterprise business handles 40-plus bank accounts

    A survey of finance leaders by fintech provider Adyen and Boston Consulting Group aims to quantify the complexities of running a large business.

    By Jan. 28, 2026
  • Business cooperation at a meeting of business people. Business partners shaking hands in a meeting.
    Image attribution tooltip
    Wasan Tita via Getty Images
    Image attribution tooltip

    American CEOs bullish on M&A in 2026: EY

    A recent survey conducted by the Big Four firm shows more than half of U.S. chief executive respondents planning to “actively” pursue mergers and acquisitions this year.

    By Jan. 27, 2026
  • Calculator with money - 2026
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    What CFOs need to know for 2026

    Finance leaders should become familiar with these trends and topics to minimize surprises and maximize leadership impact this year.

    By CFO.com editorial staff • Jan. 26, 2026
  • Two business partners shaking hands after successful deal
    Image attribution tooltip
    mediaphotos via Getty Images
    Image attribution tooltip

    Will private equity’s pivot to continuation vehicles continue in 2026?

    The phenomenon of private equity firms essentially selling portfolio companies back to themselves has grown rapidly in recent years, but investors — and likely many CFOs — aren’t totally sold. 

    By Jan. 22, 2026
  • Business meeting
    Image attribution tooltip
    Waseem Farooq. (2018). "Business meeting" [Photo]. Retrieved from pxhere.
    Image attribution tooltip

    Why CFO labor trends center on redesigning teams in 2026

    This year’s finance labor trends are being shaped by the growing use of automation, a shift toward internal talent development and the need for CFOs to balance efficiency with adaptability. 

    By Jan. 15, 2026
  • Piggy bank balancing precariously on a thin line ready to fall down
    Image attribution tooltip
    AlexSava via Getty Images
    Image attribution tooltip

    Economic fears prompt Americans to pare back on retirement savings

    A new survey from Allianz Life shows a notable dip in the percentage of respondents who are still saving for retirement.

    By Jan. 14, 2026
  • Money squeeze concept of inflation with roll of U.S. currency  compressed between jaws of a c-clamp
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    Consumers head into 2026 with worries about inflation and jobs

    A recent survey by the New York Federal Reserve points to persistent concerns about price increases over the year ahead.

    By Jan. 13, 2026
  • Upward chart on hundred dollar bill.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    SMBs still fret about the economy but see good times ahead for themselves

    After surviving a topsy-turvy 2025, companies are ramping up their growth plans.

    By Jan. 8, 2026
  • Empty Conference Room Before Meeting
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    7 finance trends CFOs can’t ignore in 2026

    Finance chiefs are entering the year facing new pressures around talent, tax policy, capital allocation and risk.

    By , Jan. 8, 2026
  • Closeup group of businesspeople meeting discuss project plan and financial results in office.
    Image attribution tooltip
    Getty Images
    Image attribution tooltip

    CFOs targeting both business growth and cost reductions in 2026

    A new survey by Gartner shows the “very explicit tension” finance chiefs expect to face in the year ahead.

    By Dec. 17, 2025
  • Binary code abstract background with US $100 dollar banknotes. Shallow depth of field.
    Image attribution tooltip
    Viorika via Getty Images
    Image attribution tooltip

    Mid-market investment in AI averaged $600K this year

    A survey by Baker Tilly reveals concerns and spending priorities for leaders of midsize businesses heading into 2026.

    By Dec. 15, 2025