Carlson Thought Leadership in Finance & Technology

Rethinking Performance Management: Key Takeaways from an Executive Panel

March 18, 2015 / by Ethan Carlson

I had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader.

I would like to share some of the key topics and themes we explored during our discussion and Q&A with the[...]

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Ethan Carlson's 4 Priorities for Cloud Adoption from CFO Rising East

March 13, 2015 / by Dave Phillips

Are you considering moving budgeting, forecasting and other key finance functions to the Cloud?  If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit.  Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.

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Ethan Carlson's TOP Issues for CFOs from CFO Rising East

March 12, 2015 / by Dave Phillips

Carlson Management Consulting is participating in this year's CFO Rising East in Miami. CFO Publishing has been holding the CFO Rising Summit for over twenty years and is one of the largest gatherings of CFOs and finance leaders.  Ethan took some time to record a video of his impressions of Day 1 and some of the issues that are top of mind among the presenters and attendees.  Please check out the short video below:

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ASK ETHAN: Why Finance Should Adopt Driver-based Models

February 26, 2015 / by Dave Phillips
Has your finance team explored the benefits of driver-based models? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

CFOTL: What’s your advice to executives who may believe driver-based models are too complex or sophisticated for their teams to manage or execute?

Ethan: First, in trying to create a model, focus on the key elements that influence your numbers. You don’t have to create a[...]

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Carlson Announced as the Winner of Partner Innovation at Adaptive Insights 2015 Worldwide Partner Summit

February 4, 2015 / by Dave Phillips

WOBURN, MA—February 4 , 2015 - Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.

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ASK ETHAN: Sharpen Your Market Focus with Long-Term Planning

January 27, 2015 / by Dave Phillips

 

What does long term planning mean to your finance team? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
From my perspective, having a long-range forecast or a long-range plan — something of greater than 3 years, say 3, 5, 7 years — is really a key component of the overall planning and forecasting process. It’s crucial to ensuring that the strategic alignment with your budget is[...]
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