Can You Trust AI With the Numbers? | Finance Leaders' Breakfast at RBS

A morning panel with an FD, a CEO, an adviser and a lender on AI, forecasting and auditing. Hosted by TAISK, Sponsored by RBS
About this Event

"Can we make payroll?", "Is our investment on track?, "What will the bank need to see?"

Every finance leader is being told AI will change how these questions get answered. Few are being told how to do that without losing control of the numbers.

Join a panel of finance practitioners at Royal Bank of Scotland's Princes Street office for a candid breakfast discussion on where AI really helps in financial modelling and forecasting, where it falls short, and what boards, auditors and lenders will and won't accept.

The panel

• Laura Eadie, Finance Director, Heriot-Watt University
• Dag Lee, CEO, Nile
• Andy Patton, Senior Relationship Manager, Royal Bank of Scotland
• Paul Hutchinson, Partner, Azets
• Chaired by Alex Fahie, CEO, TAISK

What we'll discuss

• The trust problem: if you can't trace an AI-generated number back to its source, can you put it in front of a board or a bank?
• What lenders really look for: the forecast red flags and green flags from someone who reviews them every week
• The CEO's view: what leadership teams need from finance, and how fast they need it
• The adviser's view: audit trails, assumptions and where AI fits in professional standards
• Practical next steps: where finance teams can safely start using AI today

Plus: AI you can audit, built live

After the panel, TAISK, a financial modelling platform built in Edinburgh, will show a lender-ready 13-week cash forecast built from a real ledger in under 15 minutes. Every figure is delivered in a fully formula-driven Excel workbook.

"This is going to be game changing." Thomas McQuade, Fractional CFO (ex ITV) "This will make financial analysis more accessible and affordable" Chris Deegan, FD, VPZ

Agenda

TimeSession

08:30 - Breakfast, coffee and networking

08:55 - Welcome from RBS

09:00 - Panel: "Can you trust AI with the numbers?"

09:45 - Audience Q&A (sceptics welcome!)

10:05 - Close

10:05 - 10:30 Networking and optional 1:1 demos

Who it's for

Finance Directors, CFOs, Heads of Finance and Financial Controllers of Scottish and UK businesses. Places are limited so the discussion stays open. Attendees also get early access to TAISK.

Venue

Royal Bank of Scotland, 142–144 Princes Street, Edinburgh. Breakfast is included. Please arrive from 08:30; the programme starts at 08:55.

Hosted by Royal Bank of Scotland. Brought to you by TAISK, built in Edinburgh.