Carlson Thought Leadership in Finance & Technology

Adaptive Live 2016: A Recap

May 6, 2016 / by Dave Phillips

Adaptive Live 2016, a Journey to Insights, was held last week and by all accounts was a great success.  Carlson, a Gold Sponsor, sent a large contingent to take in the workshops, meet with our clients, and network with Adaptive customers and staff.  The team flew in on Tuesday and, after the Welcome Reception, enjoyed dinner at a great Italian restaurant with clients.  The restaurant was particularly happy since we had 26 people in our party!

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Are You Ready for Adaptive Live 2016?

April 6, 2016 / by Ethan Carlson
Hi Folks - Ethan Carlson here.  Adaptive Live is fast approaching and we are excited to be a Gold Sponsor of this year's event.  If you haven't registered yet, please do so!  We have sponsored every Adaptive Live user conference (even before it was called Adaptive Live) and they get bigger and better every year.

This year's conference has an incredible line up of speakers and sessions.  I hope that you will attend my presentation on Unified Data: A Central Hub for Improved Budgeting and Decision-Making on Wednesday, April 27th at 4:15.  I will[...]

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Ethan Carlson Interviewed on The Price of Business

January 19, 2016 / by Dave Phillips

Ethan Carlson, CEO and Founder of Carlson Management Consulting, was recently interviewed on The Price of Business talk show. The Price of Business is one of the longest running shows on news talk radio in Houston, Texas. Hosted by award winning broadcast journalist, Kevin Price, this programs brings fresh perspectives to national and business news. Kevin interviewed Ethan as part of his ongoing focus on the success factors behind firms ranked on the Inc. 5000 list of the fastest-growing private companies in the United States.

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Is it Time to Optimize Your Adaptive Insights System?

November 24, 2015 / by Dave Phillips

Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model?  Has your organization evolved since your initial implementation?  Are there additional sheets, reports, or metrics you’d like to incorporate? Are you making the most of all of the new features Adaptive Insights has released?

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Carlson Launches New Cloud Integration Solution; Saving Adaptive Insights Users Days of Effort and Providing Unified Data

September 24, 2015 / by Dave Phillips

DATABLEND BRINGS NEW CAPABILITIES TO ADAPTIVE INSIGHTS USERS

WOBURN MA, Sept 24, 2015Carlson Management Consulting, the cloud financial solutions experts, today announces the launch of its new DataBlend cloud integration solution. DataBlend makes it easy to seamlessly bring data from external systems into Adaptive Insights, the #1 cloud Corporate Performance solution. With DataBlend’s unique capabilities, business users can create static versions in Adaptive with the click of a button, transfer data across versions easily, and replace slow[...]

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The Art of Forecasting: Recorded Webinar

July 24, 2015 / by Dave Phillips

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.

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