Are you considering moving budgeting, forecasting and other key finance functions to the Cloud? If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit. Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.
Carlson Thought Leadership in Finance & Technology
Carlson Management Consulting is participating in this year's CFO Rising East in Miami. CFO Publishing has been holding the CFO Rising Summit for over twenty years and is one of the largest gatherings of CFOs and finance leaders. Ethan took some time to record a video of his impressions of Day 1 and some of the issues that are top of mind among the presenters and attendees. Please check out the short video below:
CFOTL: What’s your advice to executives who may believe driver-based models are too complex or sophisticated for their teams to manage or execute?
Ethan: First, in trying to create a model, focus on the key elements that influence your numbers. You don’t have to create a[...]
WOBURN, MA—February 4 , 2015 - Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.
From my perspective, having a long-range forecast or a long-range plan — something of greater than 3 years, say 3, 5, 7 years — is really a key component of the overall planning and forecasting process. It’s crucial to ensuring that the strategic alignment with your budget is[...]
I think that the most important thing is that as you’re moving into rolling forecasting and creating more projections, you have to make sure that you’ve got a regular check-in. If you only keep generating projections and you don’t check how you’re doing against them, there’s no[...]