National Outlook 2026

Session archives
2026
Momentum is building across public finance and this year’s NATIONAL OUTLOOK captured the conversations shaping what comes next.

From federal policy and record issuance to technology transformation and infrastructure priorities, leaders convened in New York City to map out a clear-eyed roadmap for 2026. The dialogue was candid, forward-looking, and grounded in the realities facing issuers, investors, and market participants today.

Now, you can access the key sessions and perspectives that defined the event—and continue the conversation by exploring our upcoming conferences designed to keep you ahead of what’s next in the municipal market.
Keynote
General Sessions
2026 Industry Outlook and Muni Priorities

Join our panel of industry leaders as they discuss expectations for the public finance space.

February 11
Transportation: From Transit to Rail to Toll Roads

As Congress will this year be faced with the renewal of the surface transportation bill and finding ways to fill the highway trust fund,

February 11
How the Muni Investor Landscape is Shifting

The concentration of the retail investor has grown in a market that often struggles with liquidity.

February 11
Higher Ed – A New Paradigm

With federal funding cuts, immigration policy shifts and legal threats from Washington compounding with enrollment dropping,

February 12
Regional Issuer Roundtable

How do Northeast state and local government leaders see 2026 playing out for their states and localities?

February 12
Live Market Survey: Industry Expectations
Join our public finance leaders in a live and interactive market survey as they delve into the most important topics facing the industry.
Water & Wastewater: Managing Demand and Infrastructure Upgrades

Water challenges abound across the country. From droughts to flooding,

February 12
The Status of Tech and AI Incorporation into the Muni Space

As the municipal market navigates the world of technology and AI,

February 12
Planning for Resilient Infrastructure in a Higher-Cost Environment

After two years of record issuance — and more than two years of rising inflation —

February 12
The Future of Public Finance Leadership

As the industry grapples with the retirements and retrenchment, how does it entice talented younger individuals to enter the space?

February 12
Conversations
National Outlook: Baker Tilly Talks a Year of Change Ahead for Munis

National Outlook: Baker Tilly Talks a Year of Change Ahead for Munis

February 26