In this article, the author examines how FP&A teams can implement trustworthy agentic AI by matching process types to technology, embedding governance controls, and strengthening data foundations.
Leonard Schokker
Leonard Schokker is the Founder of QuipuCFO and a specialist in AI governance and finance transformation for CFOs. With more than 25 years of experience across insurance, asset management, and financial services, he has led finance and investment reporting for multi-billion-euro portfolios, supported acquisitions and restructurings, and driven capital optimisation and regulatory initiatives under frameworks such as IFRS and Solvency II.
His work explores how finance organisations systematically adopt AI—identifying patterns in operating models, governance, and decision-making. Leonard designs and tests AI-driven solutions that translate regulatory, financial, and market data into executive-ready insight while preserving control, auditability, and accountability. He translates both practitioner experience and applied research into practical, implementation-ready frameworks for finance leaders.
He is the author of The CFO AI Playbook (forthcoming 2026), which provides structured guidance for CFOs seeking to move beyond AI pilots toward measurable and governed transformation.
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