News and Events

Kevin O'Brien to Present Budgeting and Forecasting Best Practices at Dayton Accounting Show

May 16, 2016 12:12:38 PM / by Dave Phillips
Kevin O'Brien, Vice President at Carlson Management Consulting, will present Making Budgeting and Forecasting a Competitive Advantage at the Dayton Accounting Show.  The Dayton Accounting Show is one of OSCPA’s premiere events offering accounting and finance professionals the opportunity to network with hundreds of peers, find business solutions with exhibitors and gain insight into the topics that are shaping the profession. The two-day event will feature a new AICPA Financial Planning track and a new Leadership/Lifestyle track along with a[...]
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Adaptive Live 2016: A Visual Recap

May 6, 2016 10:46:48 AM / by Dave Phillips

A Carlson Recap of Adaptive Live 2016

Adaptive Live 2016, a Journey to Insights, was held last week and by all accounts was a great success.  Carlson, a Gold Sponsor, sent a large contingent to take in the workshops, meet with our clients, and network with Adaptive customers and staff.  The team flew in on Tuesday and, after the Welcome Reception, enjoyed dinner at a great Italian restaurant with clients.  The restaurant was particularly happy since we had 26 people in our party!

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Are You Ready for Adaptive Live 2016?

Apr 6, 2016 12:24:52 PM / by Ethan Carlson
Hi Folks - Ethan Carlson here.  Adaptive Live is fast approaching and we are excited to be a Gold Sponsor of this year's event.  If you haven't registered yet, please do so!  We have sponsored every Adaptive Live user conference (even before it was called Adaptive Live) and they get bigger and better every year.
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Carlson to Showcase Solutions and Services as a Gold Sponsor of Adaptive Live 2016

Mar 31, 2016 9:56:28 AM / by Dave Phillips
Join the Carlson team and over 1,400 finance professionals to learn, share, and optimize business performance! Finance is transforming the way businesses operate today. This year's Adaptive Live user conference empowers you to navigate your personal, professional, and organizational journey to SUCCESS through insights.
This is the premier customer event of Adaptive Insights, the leading provider of cloud-based corporate performance management solutions.  Carlson, a four-time award winning partner, will have a high profile presence as a Gold[...]
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Join Carlson and Adaptive Insights for a NYC Luncheon for Nonprofit Finance Leaders

Mar 16, 2016 10:43:57 AM / by Dave Phillips

Please join Ethan Carlson from Carlson Management Consulting and client, Josh Scher, from St. Dominic's Home for a complimentary lunch seminar designed for nonprofit finance leaders.  This event, sponsored by Adaptive Insights, is taking place on March 24th from 11:30 to 2pm at the Westin Times Square Hotel in NYC.

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Carlson Management Consulting Ranked as One of the Fastest-Growing Private Companies in Massachusetts, according to the Boston Business Journal

Mar 11, 2016 12:26:32 PM / by Dave Phillips

World class cloud financial solutions and services fueling Carlson Management Consulting’s high growth trajectory

WOBURN MA, March 11, 2016 -- The Boston Business Journal announced its annual list of the fastest-growing private companies in Massachusetts, which included Carlson Management Consulting.  The rankings of these top 76 companies will be published in the April 22nd weekly edition of the Boston Business Journal.  At that time, the top 50, called the “Fast 50,” formerly known as “Pacesetters,” will also be revealed.  This recognition comes on[...]

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