News and Events

Carlson October Events

Oct 2, 2015 10:17:38 AM / by Dave Phillips

EACUBO-220-96We have an event-packed October and hope you will be able to join us.  Carlson's Brian Teets and David Phillips will be participating in the EACUBO 2015 Annual Meeting on Oct. 11-14 at the Philadelphia Downtown Marriott.  The Annual Meeting promises to be informative and relevant - addressing campus problem solving, initiating proactive discussions, and sharing effective strategies for the many finance challenges facing campus administrators.  As thought leaders in higher education budgeting, planning and reporting, we will be showcasing our pre-built Higher Ed CPM solution powered by Adaptive Insights. We'll also be demonstrating DataBlend, our business-user friendly cloud platform that integrates a broad range of applications and data sources with our Higher Ed CPM solution.  If you are attending EACUBO, please contact us so we can schedule a demo.


The following week, we will be at the Association for Finance Professionals (AFP) Annual Meeting in Denver, Colorado.  This event, held from Oct. 18-21, attracts more than 6,500 treasury and finance professionals on a broad range of finance topics.  Ethan Carlson and customer, Vinay Mehra from public media powerhouse WGBH, will present Building World Class Forecasting and Budgeting Processes on Tuesday the 20th at 8:30 - 9:30am.  If you are attending AFP, you won't want to miss out on the presentation.  In partnership with Adaptive Insights, we will also be hosting a Happy Hour with our customers and friends.  If you would like to join us for an opportunity to network and unwind, please contact us for your invitation.


Dallas Moody Discusses Corporate Performance Management and KPIs


Finally, on October 21st, Carlson's Dallas Moody will be participating in a panel discussion on Corporate Performance Management and KPIs.  This event is hosted by the CFO Leadership Council Boston Chapter.  The panel of experienced industry experts will explore CPM from multiple angles – CEO, CFO, Sales/Planning and VC – to help attendees understand how to best align departments and work towards the same goals.  Attendees will learn how to define the appropriate KPIs for their business, measure KPIs against industry standards/benchmarks, and leverage innovative approaches and technology to move away from spreadsheets. For more information and to attend, please visit the registration page.

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