PROGRAM DESCRIPTION
As finance leaders finalize budgets, refine forecasts, and establish strategic priorities for the year ahead, they face an increasingly complex landscape shaped by economic uncertainty, geopolitical developments, evolving tax policies, trade dynamics, and global market volatility.
Join us for a timely and insightful discussion on the economic outlook for 2027 and the implications for CFOs navigating a rapidly changing business environment. Our expert speakers will examine key economic indicators, interest rate expectations, inflation trends, labor market conditions, tax and regulatory developments, tariff policies, supply chain challenges, and global events that could impact business performance in the year ahead.
Designed specifically for CFOs and senior finance executives, this session will move beyond the headlines to explore how economic and geopolitical forces may affect growth strategies, capital allocation, pricing decisions, workforce planning, cash management, investment priorities, and risk mitigation efforts. Attendees will gain valuable perspectives on how organizations can prepare for multiple economic scenarios while remaining agile in the face of uncertainty.
As the role of the CFO continues to expand, understanding the intersection of economics, policy, global markets, and business strategy is essential. Join your peers for a forward-looking discussion designed to help you prepare your organization for the challenges and opportunities that may lie ahead in 2027.
KEY TAKEAWAYS
- The U.S. economic outlook and key trends expected to shape 2027
- Inflation, interest rates, labor markets, and capital market expectations
- Federal tax policy changes and regulatory developments that may impact business planning
- Tariffs, trade policy, and their implications for costs, pricing, and profitability
- Global economic and geopolitical developments affecting U.S.-based organizations
- Supply chain risks, resilience strategies, and operational considerations
- Implications for budgeting, forecasting, liquidity, capital investments, and growth initiatives
- Strategies for risk management, and building organizational resilience
SPEAKERS
Courtney Barker | Managing Director | Bank of America
Courtney is a Managing Director at BofA Securities in the Regional Investment Banking division. She is based in Boston, MA. Courtney works with companies in a variety of industries to help raise public capital (IPOs, Follow-Ons, Converts), private capital and execute M&A sell-side and buy-side strategies.
Prior to BofA Securities, she was a Director in Oppenheimer’s Technology Investment Banking Group, specializing in the coverage of Enterprise Software, Cybersecurity and Infrastructure Software. Prior to Oppenheimer, Courtney was an investment banker at AGC Partners, a boutique technology investment bank in Boston, MA.
Courtney started her career in the IT group at Merrill Lynch & Co. in New York, where she liaised between application developers and business end-users. She was promoted to Assistant Vice President and managed Merrill Lynch Bank Suisse’s Application Support team in Geneva, Switzerland prior to attending business school.
Currently, she serves as the Global Corporate & Investment Banking Liaison for the Portland, Maine, New Hampshire and Worcester markets.
Courtney has an MBA with a concentration in Finance from the MIT Sloan School of Management and a BA double-major in Computer Science and Mathematics from Colby College. She lives in Andover, MA with her husband and three children.
EVENT POLICIES AND RESOURCES
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SPONSOR PARTNERS
Thank you to our valued Sponsor Partners. This event is open to members, sponsors, and special guests.
