Carlson Thought Leadership in Finance & Technology

5 Reasons to Attend Cloudfest NYC: An Evening of Finance Best Practices for the Subscription Economy

February 5, 2019 / by Lauren Strohmeier

Cloudfest NYC - Image 2Success for today’s subscription businesses requires more sophisticated best practices and cloud financial technology solutions. At Cloudfest NYC, lead the way in finance transformation as you join fellow trailblazers in finance for an evening of Finance Best Practices for the Subscription Economy.

Carlson Management Consulting, Adaptive Insights, and Sage Intacct are excited to be your hosts for Cloudfest NYC. The complimentary event will be on March 14th from 4pm to 7pm at The Smith Midtown.

This will be our third annual Cloudfest, an event that delights attendees every year with thought leadership sessions, an interactive customer panel, educational demo stations, fun experiences, and more!

Here are the highlights that will make Cloudfest NYC an evening to remember:

1. Thought Leadership Sessions

You will get an inside perspective from two finance leaders, as they share how you can take your subscription business to the next level of success.

Integrated Revenue Planning Session

Photo: Chris Pinto, VP of Consulting at Carlson, speaks about integrated revenue planning in a packed room of 200+ attendees at Adaptive Live 2018.

The Carlson Approach to Integrated Revenue Planning 

You will first hear from Chris Pinto, Vice President of Consulting at Carlson, as he reveals best practices in integrated revenue planning for subscription firms. An expert implementer of Adaptive Insights, Chris has delivered more than 100 implementation projects. His clients include Flashpoint, Duck Creek, HubSpot, and CarGurus.

Learn how to forecast multiple streams of revenue, gain real-time insights, and get the big picture of business performance.

Five Steps to Build and Scale Your Subscription Billing Model

David Appel, Head of Sage Intacct’s Software and SaaS Vertical, will then speak about how you can benefit from better pay management. Sage Intacct is the only Platinum Salesforce partner that provides complete quote-to-financial forecasts. David works with companies on building and deploying the next-generation of customer-driven finance, so they can help their firms manage profit and growth as they scale. He previously worked in senior sales leadership positions at IBM,, and NetSuite. 

You will find out how to build a model that brings more flexibility and accuracy to subscription billing. Learn how to save time and drive greater revenue with a model that fits the needs of your business.

2. Stories of Finance Transformation from an All-Star Panel

Cloudfest NYC - Meet the Moderator & Panelists2 (1)

Our all-star panel will reveal how they are bringing greater success to their subscription businesses through best practices and cloud financial technology solutions. As they share their stories, you’ll hear how their lives have changed through increased efficiency and more time to have fun with family and friends.

3. Fine Cuisine in the Heart of Manhattan

What better way to celebrate innovation in finance than with fine cuisine in the heart of Manhattan? Savor The Smith Midtown’s delicious hors d’oeuvres and specialty cocktails, as you bond over conversation with fellow attendees in a beautiful private dining room.

4. Solutions on the Leading Edge of Business Technology

Cloudfest is for the pioneer, as you will explore new frontiers in cloud business technology that are revolutionizing the future of finance. Discover how to achieve finance transformation with Adaptive Insights, Sage Intacct, and DataBlend.

You will get insights on how these solutions elevate finance, business planning, and data integration for subscription-based businesses.

5. Educational Demo Stations

Seeing is learning. That’s why Cloudfest NYC will feature educational demos, during which you can engage with the solutions and see them in action. Gain a deeper understanding of how Adaptive Insights, Sage Intacct, and DataBlend can take your subscription business to new heights.

Cloudfest NYC is on the horizon. Secure your spot today. To view the entire agenda and register, please click here. We’re looking forward to a great evening of discovery in finance!


Register for Cloudfest

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