Carlson Thought Leadership in Finance & Technology

Transforming FP&A in the Life Sciences with Adaptive Insights

August 30, 2016 / by Renee Sinha

Financial planning and analysis (FP&A) in the Life Sciences is exciting and fast-paced.  Within a high growth organization, whether pharma, biotech or medical devices, it can be a particularly thrilling environment to broaden our finance skills.  However, unless you have the proper systems and processes in place that scale with an upward business trajectory, you will quickly get bogged down in reactive mode, responding to requests and putting out fires. 

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Even Budget Managers Need a Vacation

July 22, 2016 / by Brian Teets

This is the time of year I look forward to my beach vacation getaway. Walking along the shore, listening to the seagulls, and taking in the ocean breeze always bring about a sense of peace and tranquility.  It’s a welcome and much-needed respite from the stresses of budgeting, planning and forecasting. 

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Adaptive Insights as a Central Hub for Financial Decision-Making

May 31, 2016 / by Ethan Carlson

At the recent 2016 Adaptive Live user conference, I had the opportunity to present a session along with a panel of our customers about the benefits of making Adaptive Insights the central hub of decision-making.  Many organizations fail to fully utilize the breadth of capability within Adaptive for making solid business decisions by limiting the scope of data from which they work.  Part of the reason for this is the mindset among some finance professionals that they should be concerned only with financial data.  Another reason is that importing data[...]

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Adaptive Live 2016: A Recap

May 6, 2016 / by Dave Phillips

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?

April 6, 2016 / 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.

This year's conference has an incredible line up of speakers and sessions.  I hope that you will attend my presentation on Unified Data: A Central Hub for Improved Budgeting and Decision-Making on Wednesday, April 27th at 4:15.  I will[...]

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Per Unit Planning: A Key Financial Planning and Analysis Exercise

February 22, 2016 / by Jotham Lane
A financial plan with at minimum a balance sheet, income statement and cash flow forecast is critical to managing and guiding a business.  In order for the plan to be relevant, it needs to offer up clear information that stakeholders in the organization can act upon.  A good financial plan also forms the foundation from which additional models and analyses can be developed in order to manage performance along business lines and departments.

Per unit planning is a key exercise that can help businesses formulate a realistic sales plan

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