Carlson Thought Leadership in Finance & Technology

Dave Phillips

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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 Indeed, in our experience with clients, we have found that most of their forecasts are already out of date by the time they are completed.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 At Carlson, one of our guiding principles is that your plans should NEVER be out of date.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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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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