Carlson Thought Leadership in Finance & Technology

A Special Thanks to our Customers at Adaptive Live 14

May 22, 2014 / by Dave Phillips

At CMC, we place the utmost value on long-term relationships with our customers. You need only look at our Mission Statement to get a sense of our commitment to their success. For that reason, it was especially gratifying that our clients including Sandvine, Root Capital, VEIC, Circles, Conservation Services Group, AGF Financial, Virtual Inc., Exo-S, Sound Physicians and many more attended the Adaptive Insights Adaptive Live 2014 conference in San Francisco, CA.

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Are you looking at the right metrics to effectively manage your business?

May 19, 2014 / by Ethan Carlson

Virtually all finance departments produce monthly reporting and analysis packages to aid business leaders when making key decisions. The question we have to ask ourselves: Are these reports and metrics creating true value and business insight? Are we looking at the right metrics or is it all just useless data? To address this we will look to an unlikely source but as the Grateful Dead’s song Scarlet Begonias states: “Once in a while you get shown the light in the strangest of places if you look at it right”

It's no secret that Marketing and Finance[...]

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Finance Leadership Through Technology – How the Cloud Elevates FP&A

May 6, 2014 / by Ethan Carlson

Top CFOs see themselves as catalysts of enterprise-wide collaboration and seek to empower business units with self-service analysis and predictive "what if" planning capability to anticipate future challenges to success. The status quo of using spreadsheets for financial performance activities is no longer acceptable due to their inherent risks and limitations. Just run a Google search on "spreadsheet errors" and you will read about some of the catastrophic outcomes that companies have experienced due to their reliance of spreadsheets. With[...]

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Carlson Management Consulting to Sponsor 2014 AdaptiveLive Global User Conference in San Francisco, CA.

April 15, 2014 / by Dave Phillips

Woburn, MA and Waterbury, VT - April 15, 2014 - Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, is a sponsor of Adaptive Insights global user conference being held on May 19th-21st in San Francisco, California. With an anticipated attendance of up to 700 finance professionals, this is Adaptive Insights' premier event.

CMC invites its nearly 100 Adaptive customers and all other Adaptive Insights customers to attend this extremely beneficial event. "As a Partner of the[...]

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Carlson Management Consulting to Present Planning and Forecasting Best Practices at IMA Chapter Meeting

March 25, 2014 / by Dave Phillips

“The budgeting process at most companies has to the be the most inefficient process in management.” CMC has developed proven steps that can dramatically improve this critical process.”

March 1, 2014: Ethan Carlson, CEO of Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, will provide an overview of planning and forecasting best practices. Budgeting, planning, and forecasting have been long viewed as one of the most poorly performed yet necessary functions in finance.[...]
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Aligning Budget with Strategy

March 21, 2014 / by Ethan Carlson

Most organizations’ budgeting process is not truly aligned with its strategy and key participants are unable to clearly articulate the connections.

As famously proclaimed by former General Electric CEO Jack Welch, "the budgeting process at most companies has to be the most ineffective practice in management."  One of the key reasons for ineffective budgeting is the disconnect between the budget and the company’s broader strategy. While it seems like an issue of common sense, most organizations’ budgeting process is not truly aligned with its[...]

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