Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

ASK ETHAN: Sharpen Your Market Focus with Long-Term Planning

January 27, 2015 / by Dave Phillips

 

What does long term planning mean to your finance team? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
From my perspective, having a long-range forecast or a long-range plan — something of greater than 3 years, say 3, 5, 7 years — is really a key component of the overall planning and forecasting process. It’s crucial to ensuring that the strategic alignment with your budget is[...]
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Carlson February Events: Let's Meet Up!

January 22, 2015 / by Dave Phillips

We have a great February lined up!  In partnership with Adaptive Insights, the leading cloud-based corporate performance management solution provider, we'll be hosting "Lessons over Lunch" seminars in Detroit and Indianapolis.  While the events are oriented towards finance leaders at manufacturing businesses, we will cover areas of interest for all finance professionals.

Topics presented by Kevin O'Brien, Carlson Vice President of Central Region, will include:

• Emerging finance trends for manufacturing • Key performance metrics and advanced[...]

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Advancing an Organizational Rhythm with a Rolling Review Process

January 20, 2015 / by Dave Phillips
Is a monthly review process part of your organizational rhythm? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
I think that the most important thing is that as you’re moving into rolling forecasting and creating more projections, you have to make sure that you’ve got a regular check-in. If you only keep generating projections and you don’t check how you’re doing against them, there’s no[...]
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Rolling Forecasts: A Wish List Item Becomes a “Must Have”

January 14, 2015 / by Dave Phillips

Is your rolling forecast delivering all of what it promised? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

I think that if you’re not doing a rolling forecast or changing the way you think about your projections and using this to your advantage, you’re really missing an opportunity to capture key information and make better decisions. If you go back historically and look at how organizations[...]

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Aligning Strategy and Forecasting

January 8, 2015 / by Dave Phillips

 

Why do so many organizations struggle to achieve an optimal alignment between strategy and forecasting? Join us as Ethan Carlson, CEO of Carlson Management Consulting, kicks off ASK ETHAN, our weekly podcast designed to supply answers to your most daunting questions as we explore the strategies and best practices that are now empowering finance to drive change.

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‘Ask Ethan’ Podcast Now Available on iTunes and CFO Thought Leader.com

January 6, 2015 / by Dave Phillips

Listen to the “Ask Ethan” Podcasts Here

Ethan Carlson, CEO of Carlson Management Consulting, has signed on to be a featured co-host of the CFO Thought Leader Podcast. The CFO Thought Leader is one of the leading online publications for senior finance executives. The new weekly podcast program, titled “Ask Ethan”, will examine the issues facing today’s CFOs and finance leaders. Ethan, a seasoned finance executive and founder of a high growth consultancy, will discuss practical strategies and tactics for helping companies improve budgeting,[...]

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