2026 Outlook: Global Volatility and Board Impacts

The NACD Research Triangle Chapter convened directors and governance leaders for a timely discussion on the global forces shaping corporate strategy and board oversight in today’s increasingly complex operating environment.

The program opened with a keynote briefing from Courtney Rickert McCaffrey, EY Global Geostrategy Leader, who shared insights from EY’s latest geopolitical outlook. McCaffrey highlighted how evolving government policies, geopolitical competition, and shifting global alliances are reshaping the environment in which companies operate. She discussed several major themes influencing the year ahead, including the emergence of new rules and norms across global markets, increasing competition for critical resources such as capital and minerals, and the regional dynamics shaping economic and geopolitical developments across North America, Europe, Asia-Pacific, and the Middle East.

Following the keynote, McCaffrey moderated a panel discussion featuring experienced corporate directors who examined how these macro-level developments translate into boardroom priorities. Panelists shared perspectives on strengthening supply chain resilience, overseeing emerging technologies and AI, and addressing evolving workforce and human capital considerations in an uncertain global landscape.

Together, the keynote and panel provided directors with practical insights into how boards can strengthen strategic oversight, enhance risk awareness, and support long-term value creation amid ongoing geopolitical and economic volatility.