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,[...]
Carlson Thought Leadership in Finance & Technology
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[...]
Shikhar Gosh, a senior lecturer at Harvard University, reported in late 2012 that up to 75% of venture-backed companies never return cash to their investors. While most venture capital firms accept significant risks in return for the potential of even more significant payouts, there are ways to effectively mitigate those risks. Carlson Management Consulting offers an innovative and cost-effective Accelerated Growth package that delivers the prospect of a much greater success rate. It also enables VC firms to offer additional value to their[...]
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[...]