Carlson Thought Leadership in Finance & Technology

Insights from Jack Sweeney, Founder of CFO Thought Leader and Middle-Market Executive

July 31, 2014 / by Dave Phillips

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[...]

Read More →

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[...]

Read More →

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[...]

Read More →

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[...]

Read More →

The Benefits of Rolling Forecasts

June 11, 2014 / by Dave Phillips

A study by Adaptive Insights, the leading Cloud corporate performance management solution provider and Carlson Management Consulting partner, shows that 64% of annual forecast targets are obsolete after 4 to 6 months. Indeed, in our experience with clients, we have found that most of their forecasts are already out of date by the time they are completed. This is a surprising finding that has serious implications for most businesses. At Carlson, one of our guiding principles is that your plans should NEVER be out of date. Easier said than done, you[...]

Read More →

Are you looking at the right metrics to effectively manage your business?

May 19, 2014 / by Ethan Carlson

Virtually all finance departments produce monthly reporting and analysis packages to aid business leaders when making key decisions. The question we have to ask ourselves: Are these reports and metrics creating true value and business insight? Are we looking at the right metrics or is it all just useless data? To address this we will look to an unlikely source but as the Grateful Dead’s song Scarlet Begonias states: “Once in a while you get shown the light in the strangest of places if you look at it right”

It's no secret that Marketing and Finance[...]

Read More →
Page 5 of 6

Subscribe to Blog Updates