Carlson Thought Leadership in Finance & Technology

Dave Phillips

Recent Posts

A Special Thanks to our Customers at Adaptive Live 14

May 22, 2014 / by Dave Phillips

At CMC, we place the utmost value on long-term relationships with our customers. You need only look at our Mission Statement to get a sense of our commitment to their success. For that reason, it was especially gratifying that our clients including Sandvine, Root Capital, VEIC, Circles, Conservation Services Group, AGF Financial, Virtual Inc., Exo-S, Sound Physicians and many more attended the Adaptive Insights Adaptive Live 2014 conference in San Francisco, CA.

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Carlson Management Consulting to Sponsor 2014 AdaptiveLive Global User Conference in San Francisco, CA.

April 15, 2014 / by Dave Phillips

Woburn, MA and Waterbury, VT - April 15, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, is a sponsor of Adaptive Insights global user conference being held on May 19th-21st in San Francisco, California. With an anticipated attendance of up to 700 finance professionals, this is Adaptive Insights' premier event.

CMC invites its nearly 100 Adaptive customers and all other Adaptive Insights customers to attend this extremely beneficial event. "As a Partner of the[...]

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Carlson Management Consulting to Present Planning and Forecasting Best Practices at IMA Chapter Meeting

March 25, 2014 / by Dave Phillips

“The budgeting process at most companies has to the be the most inefficient process in management.” CMC has developed proven steps that can dramatically improve this critical process.”

March 1, 2014: Ethan Carlson, CEO of Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, will provide an overview of planning and forecasting best practices. Budgeting, planning, and forecasting have been long viewed as one of the most poorly performed yet necessary functions in finance.[...]
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Carlson Management Consulting announced as winner of Most Innovative Implementation – Partner of the Year at Adaptive Planning’s 2013 Worldwide Partner Forum

January 31, 2013 / by Dave Phillips

January 31, 2013: Carlson Management Consulting today announced it was awarded Most Innovative Implementation – Partner of the Year by Adaptive Planning, the worldwide leader in cloud-based business analytics solutions for companies and nonprofits of all sizes. The Most Innovative Implementation – Partner of the Year award recognizes outstanding achievement in client implementations. The Innovative Implementation Award is a special recognition to acknowledge the partner that has demonstrated unique and innovative ways of implementing Adaptive[...]

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