Do You Speak the Same Language as Your Budget Owners?


Pre-boarding Selfie

I recently visited a client in Tokyo which was an interesting and exciting experience.  I have traveled extensively through Asia in the past and have worked abroad in my career, but had never been to Japan.  I was visiting Wacom, the world’s leading manufacturer of pen tablets, interactive pen displays and digital interface solutions.  Before I continue, I would like to express my gratitude to my hosts, Usuda-san, Okino-san, and Hattori-san, who made the trip both memorable and productive.

Traveling internationally has its challenges – different currencies, cultures, and most importantly, languages.  These challenges make travel a thrilling experience, but can also make it daunting.  I consider myself a seasoned traveler but every time I set foot in a new country, I’m presented with a new test of my cross-cultural capabilities.  I had a lot of time on the flight home (14 hours to be exact) to reflect on this and think there are some applicable lessons from this trip that can be applied to the budget process, particularly around the topic of language and communication.

To set the stage, I can speak exactly two phrases in Japanese (hello and thank you) so throughout my visit I had to figure out how to communicate effectively.  It got me thinking about how many of the business leaders we in finance interact with on a regular basis regarding budgets, projections, and analyses. Do they feel excluded when we talk in purely financial terms?  We perceive these concepts as obvious, but then again we speak the language of finance.  For us, the concepts and jargon are second nature.  But it raises the question, “Do we speak the same language as our budget owners?”

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Carlson Higher Education CPM Webinar



Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

– Addresses the full range of higher education planning and reporting requirements
– Incorporates modeling and forecasting best practices
– Reduces implementation cost by up to 50%
– Minimizes client implementation staffing
– Enables phased rollout through modular design
Includes Carlson Productivity Suite with pre-defined higher education reports

There will be time at the end of the demonstration for your questions. Please register today!

Let’s Meet Up: CMC’s September Events

This is a particularly busy September at Carlson Management Consulting.  In addition to working diligently with our clients, we are participating in two exciting events this month.  We will kick off with the Adaptive Insights Roadshow.  As an Adaptive Insights Platinum Partner, we would like to invite you to join a select group of finance and accounting experts for a one-day forum exploring the future of FP&A.

Attend this event to learn actionable strategies to drive growth and ultimately lead your organization to make better business decisions.

Carlson at Adaptive Roadshow for Finance Best PracticesLearn new approaches for:

• Improving collaboration in budgeting & planning

• Optimizing financial & management reporting

• Streamlining revenue planning & analytics

• Advancing your personnel planning

You’ll also hear dynamic keynotes, exchange business insights with your peers, and have the opportunity to engage with Solution Specialists or Adaptive Wizards in 1:1 meetings. Carlson Team Members will be available to meet at the Boston, Atlanta, and New York events, on September 16th, 17th, and 18th, respectively.  We would love to see you so please register through this link if you haven’t already.

Carlson-Sponsors-NACUBO-EventOur second event is in Denver, Colorado. Carlson Management Consulting is proud to be a sponsor of the NACUBO 2014 Planning and Budgeting Forum on September 22-23, 2014. This NACUBO forum is the “not to miss” event for business officers with planning and budgeting responsibilities. Indeed, this event is already filled to capacity!  We are particularly excited about this event as we will be unveiling an exciting new solution designed specifically for Higher Education budgeting, forecasting and planning.  If you are planning on attending, please contact us to schedule some time to discuss our new, ready-to-implement Higher Education CPM solution, powered by Adaptive Insights.

We hope to see you this month at one of these events!  If you are unable to attend, but would like to learn more about finance best practices or our Higher Education CPM solution, please contact us today!


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You Are What Your Customers Say You Are

You can learn a lot about a company by what their customers say about them. At Carlson Management Consulting, you need only look at our mission statement to see that we place the utmost value in customer relationships. Many companies say that but fewer can provide customer references and endorsements from virtually all of them as proof that they take that statement to heart. It’s a point of pride at Carlson to exceed customer expectations and when we receive positive feedback from our customers, it only makes us work harder. This commitment to customer satisfaction and success has proven critical to our own growth over the years. Why is that? Not only are they giving us positive reviews but they are also speaking to their peers and friends and referring them to us. Here’s what a small sampling of our customers have said about Carlson Management Consulting:

“I can’t sJ2-no-whiteay enough about the work Ethan Carlson and his team have done for our firm. The systems they put in place revolutionized the way we run our business, and their day-to-day management of our company’s finances allows me to focus on serving my customers and finding new ones. We have grown over 50% and with their help we have added almost no additional overhead.” Lou LaRocca, President, J2 Interactive 


Root Capital-2-line-160-120“Working with Carlson Management Company definitely improved the return on our investment in Adaptive Insights. By helping us think through the requirements and design of our system up front, CMC improved both the quality and the speed of our implementation.” Brian Woliner, Director of Financial Planning, Root Capital


BabsonLogo160-120“Carlson was particularly instrumental in guiding us through implementation, providing expert and timely knowledge at all stages of the process.” —
Jeff Dubois, Budget Director, Babson College



GMCB-160-120“Carlson delivered on all our budgeting requirements, on time and on budget. They provided expert guidance to make the transition a smooth one for our end users. They are a great business partner and continue to help us get the most out of our Adaptive Insights system.” Mike Davis, Director of Health Systems Finance, Green Mountain Care Board



If you are looking to transform budgeting, forecasting, and planning through a combination of finance best practices and Cloud-based corporate performance management, please contact us to schedule a call or demo. We would love to exceed your expectations and earn your endorsement!