Carlson Thought Leadership in Finance & Technology

Building a World Class FP&A Team

November 19, 2014 / by Jotham Lane
Now that budget season is over, it's time to reflect on the effort taken to complete the task and to challenge the status quo. For many financial planning and analysis (FP&A) professionals, it can be a grueling and rote activity as described in my previous blog post, Avoid the Budget Season Blues.  If your company still has a spreadsheet-based budgeting process, your FP&A team likely spent a lot of time on the following:
  • reconciling data to prior period reports such as P&L by cost center
  • keying in or copying/pasting data for analysis
  • writing[...]
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Interview with Becky Blackler, Executive Director of the CFO RoundTable

October 2, 2014 / by Dave Phillips

I recently attended a CFO RoundTable event at Bentley University in Waltham, Massachusetts. I had heard positive reviews about the organization so when Ethan Carlson, CEO of Carlson Management Consulting, asked me to take his place due to a business trip abroad, I jumped at the chance. I was very impressed with the well-attended event. The keynote presentation was provided by Bob Bixby of the Concord Coalition, who spoke in a sobering yet often humorous manner about the growing debt crisis in the country. I also had the opportunity to meet Becky[...]

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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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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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