Carlson Thought Leadership in Finance & Technology

Dave Phillips

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Ethan Carlson's TOP Issues for CFOs from CFO Rising East

March 12, 2015 / by Dave Phillips

Carlson Management Consulting is participating in this year's CFO Rising East in Miami. CFO Publishing has been holding the CFO Rising Summit for over twenty years and is one of the largest gatherings of CFOs and finance leaders.  Ethan took some time to record a video of his impressions of Day 1 and some of the issues that are top of mind among the presenters and attendees.  Please check out the short video below:

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ASK ETHAN: Why Finance Should Adopt Driver-based Models

February 26, 2015 / by Dave Phillips
Has your finance team explored the benefits of driver-based models? 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.

CFOTL: What’s your advice to executives who may believe driver-based models are too complex or sophisticated for their teams to manage or execute?

Ethan: First, in trying to create a model, focus on the key elements that influence your numbers. You don’t have to create a[...]

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Carlson Announced as the Winner of Partner Innovation at Adaptive Insights 2015 Worldwide Partner Summit

February 4, 2015 / by Dave Phillips

WOBURN, MA—February 4 , 2015 - Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.

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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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