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Dave Phillips

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Webinar: Automate Board Reporting with Adaptive Insights

Mar 1, 2020 3:58:41 PM / by Dave Phillips

Board reporting is critical to success for an organization’s financial stewardship and governance. Yet, it can also be a time-consuming and stressful task for those who assemble the Board reporting package. Obsolete data, formatting, broken formulas and more contribute to an onerous, error-prone process.

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Carlson Management Consulting Attains Platinum Premier Accreditation from Adaptive Insights

Jul 29, 2019 10:00:00 AM / by Dave Phillips

Carlson Management Consulting (Carlson), an Alight company, has attained the highest level of Adaptive Insights Accreditation, Platinum Premier Accreditation. Carlson has met the requirements of employing more than 15 consultants who are certified on Adaptive Insights and having provided over 20 verified implementation references of happy customers. This accomplishment speaks to Carlson’s focus on quality, customer success, and employee development. 

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Life Sciences Finance Happy Hour at ArtScience Cafe

May 29, 2019 10:22:55 AM / by Dave Phillips

You are invited to a Happy Hour celebrating Finance Best Practices for the Life Sciences. Join your peers at Cafe ArtScience in Cambridge on June 20th for networking and a panel discussion to learn how to guide your organization to the forefront of finance best practices and cloud technology. Enjoy fine cuisine and drinks with the Biotech/Pharma/Medical Device community while you discover new opportunities for finance transformation in your organization.

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Cloudfest NYC: Finance Best Practices for the Subscription Economy

Jan 30, 2019 1:08:10 PM / by Dave Phillips

Join your peers for an evening focused on Finance Best Practices for the Subscription Economy.  If your company uses a subscription-based revenue model, or if you are thinking of adopting one, Cloudfest is for you!  Discover how to transform FP&A and accounting with thought leadership sessions from Carlson Management Consulting, Adaptive Insights, and Sage Intacct.  Get an exclusive inside look at how best practices in financial automation and integration are revolutionizing subscription finance. With the Smith's locally-sourced hors d'oeuvres and[...]

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Webinar: Integrated Expense Forecasting

Dec 4, 2018 1:21:31 PM / by Dave Phillips

Accurate and dynamic expense forecasting is both a necessity and challenge for many companies. Factor in data coming from multiple source systems, and it becomes even more complex. Join Kevin O'Brien, VP at Carlson, and Peter MacIntyre, Director at DataBlend, for a webinar to learn about the following: 

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