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May 20

May 2026 Roundtable: Is This the Death of Excel?

FEI Roundtable is an opportunity only for our local FEI members (and prospective members) to attend and collaborate with their peers on relevant financial topics. Unfortunately, no strategic partners may register.

Registration closes at noon on Wednesday, May 13th

Wisconsin Housing Preservation Corp
150 E Gilman St, Suite 1500, Madison, WI 53703
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Wednesday, May 20, 2026
08:30am - 10:00am CT

Free

May Peer Group Roundtable

Members and qualified prospective members are welcome to join the FEI roundtable where you can connect and collaborate on ideas, solutions, and issues faced by financial executives. The outcome is to benefit from similar experiences shared throughout multiple industries and in various stages of business development and success.

Registration closes May13th

Discussion Topic: Is This the Death of Excel?

How Finance Leaders are Rebuilding Models with AI

Peer‑led demonstration on how finance teams are using AI to rethink financial modeling, analysis, and application development—without abandoning control or rigor.


This session explores how modern finance leaders are:

  • Linking Excel with Microsoft Copilot to accelerate scenario modeling, forecasting, variance analysis, and narrative explanations
  • Using AI tools to build lightweight software apps, automate workflows, and replace fragile spreadsheet processes
  • Shifting from manual model construction to AI‑assisted model design, validation, and iteration
  • Reducing cycle times while improving accuracy, auditability, and insight generation


Outcomes participants should expect:

  • Concrete examples of AI‑augmented financial models (not theory)
  • A clearer view of what Excel still does best—and where AI changes the game
  • Practical ideas you can apply immediately within existing finance systems

Registration open to current FEI Madison Chapter Members and prospective members.

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