Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

So You Want to Be a Finance Leader?

August 6, 2014 / by Dave Phillips
I recently spoke at length with Jack Sweeney, the founder and editor of Middle-Market Executive and CFO Thought Leader, two of the leading online publications addressing the top finance role in middle market firms. Jack has interviewed many CFOs and has come to some conclusions on what distinguishes finance leaders from the rest of the pack. Since we, at Carlson Management Consulting, work with CFOs primarily at emerging and middle-market firms, it was not surprising to hear that his opinions aligned with many of our own. lndeed, one of our services[...]
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Insights from Jack Sweeney, Founder of CFO Thought Leader and Middle-Market Executive

July 31, 2014 / by Dave Phillips

I had the opportunity to speak with Jack Sweeney, founder and co-host of CFO Thought Leader and Middle-Market Executive, to get some insights about the role of CFOs in the middle-market and the challenges they face.  Jack has many years of experience covering the field of finance, having held senior editorial positions at the CFO Alliance and Business Finance magazine.

Dave Phillips:  Hi Jack, when we met a while back you had recently launched your online publication, Middle-Market Executive. Can you tell us about Middle-Market Executive and how the[...]

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University Budgeting, Forecasting and Planning with Adaptive Insights

July 10, 2014 / by Dave Phillips

Institutions of higher education have long experienced the challenges and complexities of budgeting, forecasting, and planning.  The many revenue and expense lines including enrollment, financial aid, endowments and grants make effective financial planning and analysis a daunting task.  Universities may have to track unrestricted, temporary and permanent funds that will require alternate reporting to provide multiple views of their financial statements.  Larger universities may have multiple campuses, scores of departments, and hundreds of business[...]

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Kevin O'Brien Joins Carlson Management Consulting to Lead Central Region CPM Team

July 1, 2014 / by Dave Phillips
Kevin O'Brien, Vice-President CMC

Woburn, MA and Waterbury, VT - July 1, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has announced that Kevin O'Brien has joined CMC to further drive growth of its corporate performance management solutions and services line of business. Kevin comes to CMC from Revolution Group where he was the Adaptive Insights Practice Manager.

"We are very excited to welcome Kevin to the Carlson Management Consulting team," states Ethan[...]

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Bentley University Selects Carlson Management Consulting for Budgeting and Forecasting System Implementation

June 19, 2014 / by Dave Phillips

Woburn, MA and Waterbury, VT - June 19, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has been selected by Bentley University to implement Adaptive Insights' corporate performance management solution and assist with enhancing the university's reporting and strategic planning capabilities.

"We are very excited to be working with Bentley University on this important project. We are looking forward to leveraging our experience as the leading Adaptive Insights[...]

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The Benefits of Rolling Forecasts

June 11, 2014 / by Dave Phillips

A study by Adaptive Insights, the leading Cloud corporate performance management solution provider and Carlson Management Consulting partner, shows that 64% of annual forecast targets are obsolete after 4 to 6 months. Indeed, in our experience with clients, we have found that most of their forecasts are already out of date by the time they are completed. This is a surprising finding that has serious implications for most businesses. At Carlson, one of our guiding principles is that your plans should NEVER be out of date. Easier said than done, you[...]

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