Carlson Thought Leadership in Finance & Technology

ASK ETHAN: Unlocking Value with Corporate Performance Management

June 26, 2015 / by Dave Phillips

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.

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Ethan Carlson's TOP Issues for CFOs from CFO Rising East

March 12, 2015 / by Dave Phillips

Carlson Management Consulting is participating in this year's CFO Rising East in Miami. CFO Publishing has been holding the CFO Rising Summit for over twenty years and is one of the largest gatherings of CFOs and finance leaders.  Ethan took some time to record a video of his impressions of Day 1 and some of the issues that are top of mind among the presenters and attendees.  Please check out the short video below:

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ASK ETHAN: Why Finance Should Adopt Driver-based Models

February 26, 2015 / by Dave Phillips
Has your finance team explored the benefits of driver-based models? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

CFOTL: What’s your advice to executives who may believe driver-based models are too complex or sophisticated for their teams to manage or execute?

Ethan: First, in trying to create a model, focus on the key elements that influence your numbers. You don’t have to create a[...]

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ASK ETHAN: Sharpen Your Market Focus with Long-Term Planning

January 27, 2015 / by Dave Phillips

 

What does long term planning mean to your finance team? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
From my perspective, having a long-range forecast or a long-range plan — something of greater than 3 years, say 3, 5, 7 years — is really a key component of the overall planning and forecasting process. It’s crucial to ensuring that the strategic alignment with your budget is[...]
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Advancing an Organizational Rhythm with a Rolling Review Process

January 20, 2015 / by Dave Phillips
Is a monthly review process part of your organizational rhythm? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.
I think that the most important thing is that as you’re moving into rolling forecasting and creating more projections, you have to make sure that you’ve got a regular check-in. If you only keep generating projections and you don’t check how you’re doing against them, there’s no[...]
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Rolling Forecasts: A Wish List Item Becomes a “Must Have”

January 14, 2015 / by Dave Phillips

Is your rolling forecast delivering all of what it promised? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

I think that if you’re not doing a rolling forecast or changing the way you think about your projections and using this to your advantage, you’re really missing an opportunity to capture key information and make better decisions. If you go back historically and look at how organizations[...]

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