Carlson Thought Leadership in Finance & Technology

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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Aligning Budget with Strategy

March 21, 2014 / by Ethan Carlson

Most organizations’ budgeting process is not truly aligned with its strategy and key participants are unable to clearly articulate the connections.

As famously proclaimed by former General Electric CEO Jack Welch, "the budgeting process at most companies has to be the most ineffective practice in management."  One of the key reasons for ineffective budgeting is the disconnect between the budget and the company’s broader strategy. While it seems like an issue of common sense, most organizations’ budgeting process is not truly aligned with its[...]

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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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