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[...]
Carlson Thought Leadership in Finance & Technology
Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:
- Addresses the full range of higher education planning and reporting requirements - Incorporates modeling and forecasting best practices - Reduces implementation cost by up to 50% - Minimizes client implementation staffing - Enables phased rollout through modular design - Includes Carlson[...]
You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to[...]
Carlson Management Consulting is proud to be a sponsor of the NACUBO 2014 Planning and Budgeting Forum in Denver, Colorado on September 22-23, 2014. This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Concurrent sessions address the latest techniques in higher education resource management. Presenters include experienced business officers and higher education strategists. This year’s topics address financial reserves, integrated benchmarking, performance metrics, capital planning,[...]
I had the opportunity to speak with Jack Sweeney, founder and co-host of CFO Thought Leader and Middle-Market Executive, to get some insights about the role of CFOs in the middle-market and the challenges they face. Jack has many years of experience covering the field of finance, having held senior editorial positions at the CFO Alliance and Business Finance magazine.
Dave Phillips: Hi Jack, when we met a while back you had recently launched your online publication, Middle-Market Executive. Can you tell us about Middle-Market Executive and how the[...]