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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.

Author's Articles

Leonard-Schokker-Rebuilding-FPA-Talent-Pipeline-AI
Rebuilding the FP&A Talent Pipeline for AI — Part 2
June 25, 2026
FP&A Tags:
Agentic AI, FP&A Skills, FP&A People

FP&A leaders must redesign talent pipelines before AI automates the early-career tasks where finance judgement was traditionally built

Read more
Leonard-Schokker-FPA-Role-Design-Agentic-AI
FP&A Role Design for Agentic AI — Part 1
June 23, 2026
FP&A Tags:
Agentic AI, AI in FP&A, FP&A Skills

FP&A Agent Managers will become essential as AI agents move from task automation into forecasting, scenario analysis, controls, and financial decision-making.

Read more
Leonard-Schokker-Agentic-AI-Projects-Fail
40% of Agentic AI Projects Fail by 2027: How FP&A Succeeds
February 17, 2026
FP&A Tags:
AI in FP&A, Agentic AI, FP&A Technology

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.

Read more
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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Change Management in the Age of AI
FP&A Change Management in the Age of AI

August 26, 2026

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