Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

The Value of Carlson Premium Support

November 5, 2014 / by Dave Phillips

Here’s the scenario: You and your team implemented Adaptive Insights to replace your inefficient spreadsheet-based budgeting and planning process a while back and, by all measure, it was considered it a success.  You rightfully patted yourselves on the back and then got back to business.  Initially, most of the finance team happily used it as they had the support of an internal “superuser”, who was the go-to person for questions, data uploads, and model updates.  Then that high-value individual moved to a different part of the business or left the[...]

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Carlson Launches Manufacturing CPM Solution

October 29, 2014 / by Dave Phillips

Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

The Carlson Manufacturing Corporate Performance Management Solutions offers the following benefits:
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Interview with Becky Blackler, Executive Director of the CFO RoundTable

October 2, 2014 / by Dave Phillips

I recently attended a CFO RoundTable event at Bentley University in Waltham, Massachusetts. I had heard positive reviews about the organization so when Ethan Carlson, CEO of Carlson Management Consulting, asked me to take his place due to a business trip abroad, I jumped at the chance. I was very impressed with the well-attended event. The keynote presentation was provided by Bob Bixby of the Concord Coalition, who spoke in a sobering yet often humorous manner about the growing debt crisis in the country. I also had the opportunity to meet Becky[...]

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Carlson Higher Education CPM Webinar

September 22, 2014 / by Dave Phillips

Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

- Addresses the full range of higher education planning and reporting requirements - Incorporates modeling and forecasting best practices - Reduces implementation cost by up to 50% - Minimizes client implementation staffing - Enables phased rollout through modular design - Includes Carlson[...]

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You Are What Your Customers Say You Are

September 4, 2014 / by Dave Phillips

You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to[...]

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CMC Sponsors NACUBO’s 2014 Planning and Budgeting Forum

August 12, 2014 / by Dave Phillips

Carlson Management Consulting is proud to be a sponsor of the NACUBO 2014 Planning and Budgeting Forum in Denver, Colorado on September 22-23, 2014.  This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. This year’s topics address financial reserves, integrated benchmarking, performance metrics, capital planning,[...]

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