Leland+ Content Library

Why Your AI Output Looks Right and Isn't — A Verification Checklist for Finance [10/2/2026] (Recording)

AI can produce polished financial analysis that looks convincing even when the underlying numbers, assumptions, or conclusions are wrong. This session is designed for finance professionals who want to use AI more effectively while maintaining the accuracy and judgment required in financial work. You’ll learn a practical checklist for verifying AI-generated outputs, spot common errors in calculations and assumptions, and know when an answer needs deeper review before you rely on it. Attending live gives you the opportunity to ask questions about your own finance workflows and see how to apply these verification practices to real examples. The speaker will walk through practical ways to check AI outputs and share best practices for using AI without losing control of the underlying analysis. If you want to use AI more confidently while knowing when to question its output, it’s worth joining live.

FPA AI Readiness Scorecard

FP&A AI Readiness Scorecard Not every finance task is ready for AI. This one-page scorecard helps you decide which ones are, in about five minutes. How it works Pick one recurring FP&A task, such as variance commentary, a management pack or a forecast refresh. Score it against five questions, 0 to 2 points each: Your total out of 10 tells you what to do next: automate now, pilot with controls, redesign first, or keep it human-led. What’s inside The scoring sheet with four score bands and clear next steps A benchmark of 10 common FP&A tasks, from data consolidation (9/10) to board sign-off (1/10) A simple rule for what to automate and what to keep with people Who it’s for FP&A managers, financial controllers and finance leaders deciding where AI belongs in their process. Want help with your result? Book a session with me here on Leland and we’ll take your highest-scoring task and turn it into a workflow you can trust. Albert Lee, Fellow CPA (HKICPA) · Leland Top Expert, AI for Finance