Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

Carlson Launches New Cloud Integration Solution; Saving Adaptive Insights Users Days of Effort and Providing Unified Data

September 24, 2015 / by Dave Phillips

DATABLEND BRINGS NEW CAPABILITIES TO ADAPTIVE INSIGHTS USERS

WOBURN MA, Sept 24, 2015Carlson Management Consulting, the cloud financial solutions experts, today announces the launch of its new DataBlend cloud integration solution. DataBlend makes it easy to seamlessly bring data from external systems into Adaptive Insights, the #1 cloud Corporate Performance solution. With DataBlend’s unique capabilities, business users can create static versions in Adaptive with the click of a button, transfer data across versions easily, and replace slow[...]

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Transforming Finance: Interview with WGBH's Maureen Henehan

August 17, 2015 / by Dave Phillips

I recently had an opportunity to connect with Maureen Henehan, Director of Program Management and Process Improvement at WGBH, to ask about her experience as a finance leader and the role of Adaptive Insights in transforming finance in her organization.  WGBH Boston, a Carlson customer, is America’s preeminent public broadcaster and the largest producer of PBS content for TV and the Web. Television channels include WGBH 2, WGBX 44, and the digital channels World and Create. WGBH Radio serves listeners across New England with 89.7 WGBH, Boston’s Local[...]

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The Art of Forecasting: Recorded Webinar

July 24, 2015 / by Dave Phillips

Ethan Carlson, CEO and Founder of Carlson Management Consulting, recently joined a panel of finance leaders to discuss the Art of Forecasting.  This virtual event, hosted and moderated by Adaptive Insights, examined how experienced finance professionals develop world class forecasting processes within their organizations and client base.  Discussion topics included forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.

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Ethan Carlson Joins Boston CFO Leadership Council Steering Committee

July 7, 2015 / by Dave Phillips

Woburn, MA – July 7, 2015 – Carlson Management Consulting today announces that Ethan Carlson, CEO and Founder, has joined the Steering Committee of the CFO Leadership Council, Boston Chapter. Carlson Management Consulting is an award-winning Cloud solutions and services firm, delivering ‘best in class’ SaaS Corporate Performance Management (CPM) and value-added consulting services to organizations of all sizes. The CFO Leadership Council, formerly known as The CFO RoundTable, is a community of senior financial executives dedicated to developing[...]

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ASK ETHAN: Unlocking Value with Corporate Performance Management

June 26, 2015 / by Dave Phillips

Ethan Carlson, co-host of the CFO Thought Leader Podcast, tackles our questions concerning CPM strategies and the best practices organizations are adopting to advance their performance goals.

Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more answers our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

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Ethan Carlson's 4 Priorities for Cloud Adoption from CFO Rising East

March 13, 2015 / by Dave Phillips

Are you considering moving budgeting, forecasting and other key finance functions to the Cloud?  If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit.  Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.

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