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From defense to offense: CFO tactics for uncertain markets

Tiffany Karlin
Nov 17, 2025

What financial strategies worked in 2025?

In this executive webinar, you’ll hear how CFOs uncovered new revenue streams, reallocated capital and drove new operational efficiencies in the face of disruption.

Whether your focus is growth, cost control or long-term resilience, this session will deliver tested tactics to help you move forward with confidence.

Some key highlights from our discussion include:

  • Strategic shifts: Organizations are toggling between defensive and offensive strategies to navigate market volatility.
  • Financial resilience: Economic uncertainty, funding changes and union negotiations are driving financial strategy and the need for scenario planning, conservative budgeting and flexibility.
  • Tech and AI: Investments in technology and AI are critical for efficiency and scalability, but security and policy considerations remain top priorities.
  • Evolving workforce: CFOs now require tech fluency and strategic vision, and organizations are experimenting with flexible work models and upskilling initiatives to retain talent and prepare for AI.
  • Emerging trends: External AI use by payers and regulators is impacting billing and cash flow, requiring CFOs to anticipate these external factors while balancing internal adoption with risk management.

Get the insight and strategies you need to head into 2026 with confidence.

Author(s)

Tiffany Karlin
Partner, Wipfli Advisory LLC
Dominic Alpuche
Dominic Alpuche
Chief Financial Officer and Chief Operating Officer, Options for Learning
Marc Johnson
Chief Financial Officer, NAHS Holding Inc

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