News and Events

Webinar: Best Practices for Transforming FP&A

Feb 22, 2018 2:12:38 PM / by Dave Phillips

Interested in learning the best practices have the greatest impact on FP&A and business performance? In this webinar, Kevin O’Brien, VP at Carlson, will show you practical steps to take FP&A to a whole new level. These steps include how to:

  • Determine which drivers have a real impact on the budget
  • Set up and manage a cadence for rolling forecasts
  • Define and present the KPIs that make reports easier to understand
  • Create Board reports that inform and impress
  • Leverage the cloud to reduce manual processes and gain more focus on strategy
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Carlson Management Consulting Announced as the Winner of Partner of the Region: North America at Adaptive Insights 2018 Worldwide Partner Summit

Feb 22, 2018 11:58:48 AM / by Dave Phillips

SAN FRANCISCO, CA, February 22, 2018 – Carlson Management Consulting today announced it was awarded Partner of the Region: North America by Adaptive Insights, powering a new generation of planning with its business planning cloud.  The awards recognize outstanding achievement by Adaptive Insights partners around the world in a variety of categories.

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Webinar: Key Benefits of Moving from QuickBooks to Sage Intacct

Jan 17, 2018 5:13:52 PM / by Dave Phillips

Please join us for a 45 minute webinar on January 30th at 2pm EST where our ERP solution experts will discuss the benefits of moving from QuickBooks to Sage Intacct. If your organization is experiencing growing pains due to the limitations of QuickBooks, this webinar is for you! Specifically, you will learn:

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DataBlend Opens Software Development and Marketing Hub in South Portland, Maine

Jan 15, 2018 9:27:15 AM / by Dave Phillips

SOUTH PORTLAND, ME – January 15, 2018 – DataBlend LLC, a subsidiary company of Carlson Management Consulting (Carlson), the award-winning cloud financial solutions and services firm, has announced the opening of an office in South Portland, Maine.  Located at 780 Broadway near the Mill Creek area, the office will serve as a hub for the development and marketing of its DataBlend cloud financial integration platform, currently being used by more than 100 companies.  DataBlend’s intuitive workflow builder allows business users to model and automate data[...]

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Meet the Cloudfest Panel!

Oct 24, 2017 1:55:40 PM / by Dave Phillips

Cloudfest is coming up on November 8th and we have a great panel of finance practitioners from successful organizations lined up.  Attendees will gain the panel's insider perspective on how Cloud solutions have helped advance finance in their companies.  Without further ado, here is our all-star panel:

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Join Us for Cloudfest at Fenway Park on Nov. 8th

Oct 5, 2017 6:59:20 AM / by Dave Phillips

Join us for our 2nd Annual Cloudfest, being held at the Dell EMC Club at Fenway Park in Boston on November 8th 2017 from 3pm to 7pm.  This is a fun, informative event that showcases industry-leading Cloud solutions including Adaptive Insights, Sage Intacct and DataBlend.  These solutions have helped 1000s of companies take finance to the next level.  Featuring solution overviews, an interactive customer panel and demo stations, you will learn firsthand how best practices, automation and integration will help you transform finance in your[...]

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