Carlson Thought Leadership in Finance & Technology

Do You Speak the Same Language as Your Budget Owners?

September 23, 2014 / by Ethan Carlson

I recently visited a client in Tokyo which was an interesting and exciting experience.  I have traveled extensively through Asia in the past and have worked abroad in my career, but had never been to Japan.  I was visiting Wacom, the world’s leading manufacturer of pen tablets, interactive pen displays and digital interface solutions.  Before I continue, I would like to express my gratitude to my hosts, Usuda-san, Okino-san, and Hattori-san, who made the trip both memorable and productive.

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Carlson Higher Education CPM Webinar

September 22, 2014 / by Dave Phillips

Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

- Addresses the full range of higher education planning and reporting requirements - Incorporates modeling and forecasting best practices - Reduces implementation cost by up to 50% - Minimizes client implementation staffing - Enables phased rollout through modular design - Includes Carlson[...]

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You Are What Your Customers Say You Are

September 4, 2014 / by Dave Phillips

You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to[...]

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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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So You Want to Be a Finance Leader?

August 6, 2014 / by Dave Phillips
I recently spoke at length with Jack Sweeney, the founder and editor of Middle-Market Executive and CFO Thought Leader, two of the leading online publications addressing the top finance role in middle market firms. Jack has interviewed many CFOs and has come to some conclusions on what distinguishes finance leaders from the rest of the pack. Since we, at Carlson Management Consulting, work with CFOs primarily at emerging and middle-market firms, it was not surprising to hear that his opinions aligned with many of our own. lndeed, one of our services[...]
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