CFOs Gear Up for 2026 Chaos: Tariffs, AI Crunch, and Geopolitical Storms

As 2026 approaches, CFOs face escalating uncertainty from tariffs, AI talent shortages, and geopolitical disruptions. Experts recommend scenario planning, cash reserves, and ERP cleanups for resilience. Drawing from Forbes and other sources, this deep dive explores strategies for navigating the volatile landscape ahead.
CFOs Gear Up for 2026 Chaos: Tariffs, AI Crunch, and Geopolitical Storms
Written by Miles Bennet

As the calendar flips toward 2026, chief financial officers are staring down a barrel of unprecedented uncertainty. From escalating tariffs and geopolitical tensions to AI talent shortages and supply chain disruptions, the polycrisis that defined recent years shows no signs of abating. Drawing from recent insights in the Forbes CFO newsletter, experts emphasize proactive strategies like scenario planning, bolstering cash reserves, and cleaning up enterprise resource planning (ERP) systems to navigate this volatile landscape.

The economic picture remains murky, with government reopenings adding layers of complexity. According to a Forbes CFO article published on November 18, 2025, CFOs must prepare for more uncertainty ahead, including the phase-out of the penny and automation to tackle mundane tasks. This comes amid broader warnings from industry leaders about persistent disruptions.

Scenario Planning Takes Center Stage

In a world where geopolitical disruptions are reshaping global supply chains, scenario planning emerges as a critical tool. A systematic review in Production Planning & Control highlights the impact of such disruptions, identifying key themes and gaps in research. CFOs are advised to model multiple outcomes, from tariff hikes to supply chain rerouting, to build resilience.

Industry leaders, as noted in a May 2025 report from the World Economic Forum, are prioritizing investments in technology, sustainability, and talent to navigate these challenges. This aligns with sentiments on X, where posts from figures like Mohamed A. El-Erian describe the current economic uncertainty as feeling more uncertain than ever, with wide distributions of possible outcomes influenced by policy shifts.

Building Cash Reserves Amid Volatility

Maintaining robust cash reserves is another cornerstone strategy. With policy risks and tariff impacts driving up the ‘price of uncertainty,’ as detailed in a PYMNTS study from three weeks ago, CFOs are focusing on liquidity to weather potential storms. The study underscores how uncertainty has become the most expensive item on balance sheets, prompting actions like spending cuts and hiring freezes.

Recent X posts echo this, with finance executives discussing the need for fiscal space in a protectionist regime. For instance, sentiments from users highlight accelerated supply chain restructuring and elevated uncertainty over five-year horizons, reinforcing the imperative for strong cash positions.

AI Talent Shortages and Technological Adaptation

The AI boom brings both opportunities and headaches, particularly talent shortages. A Zuora guide from August 2025 outlines top CFO trends, including AI and automation for risk management. CFOs are turning AI into better forecasts and leaner operations, as reported in a Complete AI Training news piece five days ago, emphasizing measurable ROI through targeted implementations.

However, the talent crunch persists. Anrok’s report, featured in Winona Daily News five days ago, lists seven tech trends CFOs can’t ignore, including agentic AI and blockchain, to lead digital transformation amid shortages.

Supply Chain Resilience in a Geopolitical Minefield

Geopolitical tensions are forcing supply chain overhauls. A SupplyChainBrain article from October 1, 2025, provides a checklist for preparing for tariffs, AI, and uncertainty, advocating for agility and profitability in disrupted landscapes.

Forbes Councils, in an October 16, 2025, post, declares supply chain visibility a CFO imperative, citing it as one of the biggest enterprise challenges. X posts from users like Craig Fuller discuss entering a post-globalization era, where investments in Western-friendly infrastructure will define market winners.

ERP Cleanup for Agile Operations

Cleaning up ERP systems is essential for data-driven decision-making. Talentia Software‘s July 2025 insights stress agile financial planning and risk management tools for 2026, enabling confident decisions in volatility.

Similarly, Coupa‘s July 2025 blog offers strategies to manage costs, reduce risks, and embrace AI, including ERP optimizations for growth.

Navigating Talent and Regulatory Shifts

Amid AI advancements, talent shortages compound challenges. The IMD article from December 2024 notes the pivotal role of CFOs as technological and geopolitical uncertainties mount.

X discussions, such as those from Intrinsic Compounding, predict a new normal emerging with slowdowns and realignments, urging survival strategies to capitalize post-crisis.

Autonomous Finance and Future-Proofing

The autonomous finance movement is gaining traction. Emagia‘s three-week-old blog provides a 2026 checklist, focusing on AI-powered leadership and real-time decisions for value creation.

Recent news from ABC17News a week ago reinforces tech trends like spatial computing for CFOs to embrace.

Strategic Forecasting Over Speculation

Effective forecasting avoids resource-draining speculation. X posts from The Secret CFO criticize monthly rolling forecasts, advocating focus on value extraction instead.

CPA Practice Advisor, in posts from November 19 and 18, 2025, advises planning and adapting amid layoffs, shutdowns, and AI shifts to demonstrate value.

Investment Decisions in Uncertain Horizons

Corporate investments face elevated uncertainty. X user GK notes the five-year horizon impacts from protectionism, accelerating supply chain changes.

Rick Telberg’s November 17, 2025, post reports 98% of finance execs pivoting plans with spending cuts and cash builds, per a recent survey.

Embracing Automation and Visibility

Automation solves mundane tasks, as per Forbes CFO. CoEnterprise’s November 14, 2025, X post warns of ongoing pressures from tariffs and AI, urging preparedness.

Boring_Business on X highlights headcount estimation challenges amid rate and regulatory unclarity.

Leadership in Post-Globalization

In this era, CFOs must lead strategically. Robert Sterling’s X post flags red flags in CFO-controller dynamics, emphasizing true leadership.

Overall, integrating these strategies positions CFOs to thrive amid 2026’s polycrisis.

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