The CFO AI Playbook
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Out October 2026

AI your auditor can sign off on.

A framework-based guide for CFOs on AI adoption and governance.

Leonard Schokker MSc MBA · Founder, QuipuCFO

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"It is the reference I would hand a CFO who has to certify something on Monday."
Brad Wolfe Three-time NASDAQ CFO

The exposure

The model doesn't sign
the accounts. You do.

AI is already shaping forecasts, provisions and the numbers that reach your board. When the auditor, the regulator or the board asks how a figure was produced, the accountability sits with you.

The wait-list

Be first through the door.

Join the wait-list and we'll tell you the moment the book is out. Subscribe now and get the process selection framework: a practical tool for deciding where AI belongs in finance.

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    The question is no longer whether to use AI. It's whether you can govern it, explain it and stand behind it.

    Drawing on academic studies and leading consulting frameworks, The CFO AI Playbook gives finance leaders a practical architecture for responsible AI adoption, and the judgement to decide where AI creates value, where automation is the better choice, and where human judgement must remain central.

    The governance layer

    One structure holds
    the frameworks together.

    The governance and compliance chapters use COSO's enterprise risk management as the overarching structure, with the EU AI Act, ISO 42001 and the NIST AI RMF providing the detailed guidance inside it. Four frameworks, working as one audit trail.

    COSO ERM
    Enterprise risk management, the overarching structure
    EU AI Act
    European regulatory baseline
    ISO/IEC 42001
    AI management systems
    NIST AI RMF
    AI risk management

    Inside the book

    Five pillars. Twelve chapters.

    The full arc, from finance-led AI strategy through execution and governance to a personalised roadmap for your own operation.

    Pillar I
    Foundations
    Finance-led AI. Why finance must architect its own AI strategy.
    Choosing the right scope. Where AI fits, where automation wins, and how to prioritise.
    Organisational readiness. The shifts and capabilities that make transformation stick.
    Pillar II
    Execution
    Budgeting for AI innovation. Funding uncertain outcomes with financial discipline.
    AI-ready finance teams. The 10/20/70 rule: 70% of the work is people and process.
    Pillar III
    Governance & compliance
    Governance and compliance. COSO, the EU AI Act, ISO 42001 and NIST in one structure.
    AI in financial reporting. Controls over AI in the numbers, built for audit.
    Agentic AI and governance. Governing systems that reason and act on their own.
    Pillar IV
    Implementation
    Data quality and RAG. The operational foundation that makes compliance possible.
    Model validation and explainability. Making AI transparent, auditable and reliable.
    Buy, build or boost. Vendor selection as a risk decision.
    Pillar V
    Digital roadmap
    Digital roadmap and maturity assessment. Your Monday Moves become a personalised roadmap.
    Monday Moves

    Each chapter closes with a self-assessment, building toward a full AI maturity scan for your organisation.

    Who it's for

    Written for the people who answer for it.

    CFOs & VPs of Finance
    Who certify the numbers and answer for them when AI sits behind the figures.
    Finance Directors & Controllers
    Building the controls and the audit trail before AI scales across the function.
    Finance Managers
    Deciding where AI earns its place day to day, and where judgement has to stay.
    Auditors
    Assessing AI-influenced finance against a framework that actually holds.

    For finance leaders who have to make AI defensible, explainable and auditable.

    What leaders say

    Vetted by finance leaders.

    Most books on AI and finance tell you what to think about. This one tells you where it goes. Schokker maps COSO ERM against the EU AI Act, ISO 42001 and NIST AI RMF in a single architecture, which is the work nobody else has done.
    Brad WolfeThree-time NASDAQ CFO
    The CFO AI Playbook stands out because it moves the conversation beyond AI adoption and into the decisions finance leaders now need to make.
    Larysa MelnychukCEO, FP&A Trends Group
    A pragmatic, no-nonsense approach for selecting appropriate use cases based on business impact and monitoring ROI.
    Giel DirkxInterim Finance Director
    What stands out in Leonard's approach is his focus on practical implementation, accountability and auditability.
    Zoya HassanCommercial Finance Manager · ex-Big 4 Data Analytics

    The blueprint

    For finance leaders who want AI that delivers value, withstands scrutiny and earns trust.

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    Leonard Schokker · MSc MBA · Founder, QuipuCFO · 25 years in regulated finance