Ethan Carlson, CEO and Founder of Carlson Management Consulting, recently joined a panel of finance leaders to discuss the Art of Forecasting. This virtual event, hosted and moderated by Adaptive Insights, examined how experienced finance professionals develop world class forecasting processes within their organizations and client base. Discussion topics included forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.
Carlson Thought Leadership in Finance & Technology
Key performance indicators (KPIs) are well known within business as a means to distill down the number of variables that move the dial within an organization. But rather than discuss the particular KPIs that a finance team should track, let us apply the concept to measure the more qualitative characteristics of a high performing finance function. While not all-inclusive, here are four KPIs that you can use to gauge your own finance organization’s performance:
Woburn, MA – July 7, 2015 – Carlson Management Consulting today announces that Ethan Carlson, CEO and Founder, has joined the Steering Committee of the CFO Leadership Council, Boston Chapter. Carlson Management Consulting is an award-winning Cloud solutions and services firm, delivering ‘best in class’ SaaS Corporate Performance Management (CPM) and value-added consulting services to organizations of all sizes. The CFO Leadership Council, formerly known as The CFO RoundTable, is a community of senior financial executives dedicated to developing[...]
Ethan Carlson, co-host of the CFO Thought Leader Podcast, tackles our questions concerning CPM strategies and the best practices organizations are adopting to advance their performance goals.
Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more answers our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. However, there are several points you should take note of to ensure a thorough evaluation. In this post, we will[...]
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[...]