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Dave Phillips

Recent Posts

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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Webinar: Sage Intacct Integrations using DataBlend

Nov 1, 2018 11:58:51 AM / by Dave Phillips

Wouldn't it be great if one integration solution could manage most, if not all, your integration needs as you move your financial and operational systems to the cloud? Well, that's why we developed DataBlend!Please join us on November 15th at 2pm ET for webinar that will provide a deeper dive into DataBlend's capabilities for Sage Intacct integrations. Peter MacIntyre, Director of DataBlend, will provide a walkthrough of the following connections:

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Carlson Management Consulting Expands into UK Market to Provide World-Class Financial Solutions and Services

Sep 14, 2018 10:47:37 AM / by Dave Phillips

Woburn, MA, Sept 14, 2018 -- Carlson Management Consulting (Carlson) today announced its expansion into the United Kingdom (UK) market with recent investments and onboarding of new staff.  The expansion comes on the heels of record revenues in North America for its cloud financial solutions and services, as well as recognition on the Inc. 5000 list and Boston Business Journal Fast 50.

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Enrollment and Financial Aid Modeling Strategies for Higher Education Webinar - Sept. 20th at 2pm ET

Sep 5, 2018 10:00:00 AM / by Dave Phillips

Institutions of Higher Education are providing exceptional experiences for students in order to boost enrollment while making tuition affordable. How can colleges model enrollment and financial aid to ensure sound financial management and planning? Find out by tuning into this engaging webinar. John McGrath, Senior Associate and former Budget Manager at Babson College, will provide insights on how FP&A professionals can create better financial outcomes with Adaptive Insights, the business planning cloud solution. You will learn about:

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Join Carlson at the AICPA CFO Conference in NYC on May 2-4

Apr 18, 2018 10:00:00 AM / by Dave Phillips

Join Carlson Management Consulting at the AICPA CFO Conference at the Grand Hyatt New York hotel on May 2-4, 2018.  Our team will be showcasing "best-in-class" cloud financial solutions including Adaptive Insights, Sage Intacct, Nexonia and Avalara.  Also learn about DataBlend, our integration platform as a service, that allows companies to work with unified data across solutions.

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Upcoming Webinar: Enabling the High Growth SaaS Firm with Sage Intacct

Mar 21, 2018 5:03:21 PM / by Dave Phillips

If your SaaS company is on the fast track, you need the right accounting system to stay in front of growth. In this webinar hosted by Gabi Fontanes, Sage Intacct Practice Lead at Carlson, you will learn the following:

  • How to automate and scale your core accounting processes
  • The keys to dual accounting in GAAP and IFRS
  • Gearing up for ASC606 and rev rec methodologies
  • How to eliminate the silos between Accounting, FP&A and Sales teams
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