Episode 395
2026 Outlook Series with Special Bank Guests
In this episode, Craig Jeffery speaks with Tom Gregory of TD Bank, Kim Isaacs of J.P. Morgan, Lauren Bergsland of Wells Fargo, and Sue Caras of Bank of America. These industry leaders share their perspectives on top 2026 priorities, including AI execution, liquidity strategy, fraud prevention, embedded banking, and regulatory risk. Tune in for actionable insights from major banking partners across North America.
Other episodes in this series:
Fintech Guests: Part 1
Fintech Guests: Part 2
TD Bank: https://www.td.com
J.P. Morgan: https://www.jpmorgan.com/insights
Wells Fargo: https://www.wellsfargo.com/cia
Bank of America: https://www.bofaml.com
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Related Resources
2026 Treasury Technology Analyst Report
Researching new treasury and finance technology can be overwhelming. Strategic Treasurer has stepped in to help. Explore our definitive guide to the treasury technology landscape and discover detailed, data-based coverage of:
- Treasury & Risk Management Systems
- Treasury Aggregators
- Supply Chain Finance & Cash Conversion Cycle Solutions
- Treasury Ecosystem
2026 Outlook Series with Special Fintech Guests: Part 2
In this episode of the 2026 Outlook Series, Craig Jeffery hosts Bob Stark of Kyriba, Rod Young of Deluxe, and Debbie Cunningham of Federated Hermes. They explore key trends for 2026, including agent-based AI, tokenized assets, regulatory shifts, liquidity planning, and the role of data in driving strategic decisions.
This conversation builds on the fintech perspectives shared in Part 1 of this series, available here. Future episodes will round out the series with the bank view as well as the consultant view, offering a well-rounded outlook to help treasury teams prepare for the year ahead, so be sure to stay tuned for those.
