Treasury Outlook: Forecasting, Technology, and Navigating Uncertainty

Treasury teams are facing a rapidly evolving environment and increasing pressure to improve efficiency. At the same time, technology adoption is reshaping how treasury teams operate and make decisions.

Join Joseph Bertran, Sr. Director of Research at NeuGroup, as he shares benchmarking insights from the 2026 Treasury Outlook Survey. The results provide context around treasurers' top objectives and highlight several key themes: improving cash forecasting accuracy, advancing technology enablement, and finding the right balance between talent and automation. Cash forecasting remains the top operational priority for treasury teams, with 70% of respondents focused on improving forecast accuracy to support better decision-making.

The session will explore the survey’s key findings and provide an opportunity for members to discuss how treasury priorities are evolving. Participants will share perspectives on successes and challenges related to improving processes, implementing new technologies and AI capabilities.