News and Events

Carlson July Events

Jul 1, 2015 12:58:09 PM / by Dave Phillips

Kevin Obrien and Carlson at PowerPlexAnother busy month of activities here at Carlson.  Our first event comes thanks to Adaptive Insights where we have been invited to help "work the booth" at the PowerPlex conference at the Gaylord Opryland Resort & Convention Center in Nashville.  Over 1,000 members of the Plex community will come together to share best practices, learn about new developments shaping the industry and to discover the full potential of the Plex Manufacturing Cloud. Kevin O'Brien, one of our lead consultants in the manufacturing finance space, is available to discuss the Carlson Manufacturing CPM solution, powered by Adaptive Insights.  Please swing by today if you have the chance.



Carlson Team at Lenox HotelPlease note that Carlson offices will be closed on Monday, July 13th & 14th for our internal company summit.  Our team from around the country will be converging at the beautiful Lenox Hotel in downtown Boston to share best practices in delivering the highest quality of services to our customers. No doubt it will be a lot of fun too!  If you are interested in joining a company that works hard, has a great reputation in the financial solutions space, and knows how to have a good time, please check out our careers page.





Carlson-Hosts-Golf-Pro-Budgeting-Techniques-400-111Golf anyone? We have a great event lined up for our friends and customers in Vermont.  We will be co-hosting an FP&A best practices seminar followed by a golf outing on July 16th at the Burlington Country Club. This is a unique opportunity to improve both your finance and golf handicap at the same time.  For information and to register, please use this link.



Carlson-Higher-Ed-CPM-NACUBO-120-144From July 18-21st, we'll be back in Nashville at the NACUBO Annual Conference.  As always, NACUBO promises to deliver an innovative and thought-provoking agenda. After connecting with colleagues, talking to exhibitors, and participating in educational sessions, attendees will return home with countless ways to foster, implement, and support change initiatives on their campuses. We will be showcasing our Higher Education CPM solution at booth 767.  More details about the conference are located here.




Carlson Higher Education CPM Brochure The Carlson Higher Education CPM Webinar

Finally, please join us on July 23rd at 1pm EDT for a free webinar exploring the challenges and solutions facing Not-For-Profit organizations. With a focus on "best practices", Ethan Carlson will provide solutions to the FP&A issues unique to Non-Profits. Topics to be covered include the following:

  • Aligning the budget to your mission
  • How to solve the complexities of personnel expense forecasting & allocations
  • Best practices for program & grant-based revenue planning
  • How to save time and money with self-service reports
  • Implementing non-profit KPIs to simplify and improve decision-making.

This complimentary webinar will last about an hour and include time for your questions. Please use this link to register.

If you have any questions about our upcoming events, please call us or use our contact form.


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