Carlson Thought Leadership in Finance & Technology

Avoid the Budget Season Blues

August 27, 2014 / by Jotham Lane

It's that time of the year known in finance circles as budgeting season. Unfortunately, for many finance teams still using spreadsheets, it can be a time of dread, stress and frayed nerves. Dwight D. Eisenhower famously said "Plans are nothing: planning is everything". That is certainly the case with spreadsheet-based planning as, according to research on the subject, 60% of budgets are already obsolete by the time they are completed. We can chalk that up to the ever-changing nature of business and the rigid nature of spreadsheets. But what if plans[...]

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CMC Sponsors NACUBO’s 2014 Planning and Budgeting Forum

August 12, 2014 / by Dave Phillips

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,[...]

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Venture Capital: Accelerating Growth and Financial Performance of Portfolio Companies

July 22, 2014 / by Ethan Carlson

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[...]

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Transforming Manufacturing Finance with Adaptive Insights

July 17, 2014 / by Kevin O'Brien
According to a recent article by Bill Greiner in Forbes Magazine, manufacturing in the United States has been growing faster than GDP for the past three years, the first time this has happened in 50 years. As American manufacturing makes a resurgence, the industry has the opportunity and resources to invest in technologies and processes that will further sustain competitiveness and profitability.

As a Platinum Partner of Adaptive Insights and having implemented their Cloud-based Corporate Performance Management solution in multi-plant manufacturing[...]

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University Budgeting, Forecasting and Planning with Adaptive Insights

July 10, 2014 / by Dave Phillips

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[...]

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Kevin O'Brien Joins Carlson Management Consulting to Lead Central Region CPM Team

July 1, 2014 / by Dave Phillips
Kevin O'Brien, Vice-President CMC

Woburn, MA and Waterbury, VT - July 1, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has announced that Kevin O'Brien has joined CMC to further drive growth of its corporate performance management solutions and services line of business. Kevin comes to CMC from Revolution Group where he was the Adaptive Insights Practice Manager.

"We are very excited to welcome Kevin to the Carlson Management Consulting team," states Ethan[...]

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