Carlson Management Consulting Partners with BlackLine to Deliver Cloud Financial Close Management Solutions

Partnership enables Carlson Management Consulting to provide best-in-class cloud finance controls and automation software to growing customer base

Carlson Management Consulting leading Blackline PartnerWoburn, MA – March 31, 2015 – Carlson Management Consulting, the financial solutions experts, today announced that it has entered into a partnership agreement with BlackLine, the leader in finance controls and automation software and the only provider today offering a completely unified cloud platform supporting the entire close-to-disclose process. Carlson Management Consulting is an award-winning consultancy that provides best-in-class cloud financial solutions and services to both for-profit and non-profit organizations.

“We are very excited to partner with BlackLine and offer their industry-leading solutions to our customers,” stated Ethan Carlson, CEO of Carlson Management Consulting. “The financial reconciliation and close process is still largely spreadsheet-based which detracts accounting and finance professionals from focusing on more value-added activities. Our clients will benefit from BlackLine solutions and Carlson implementation services as they seek to transform their core finance processes. Our new partnership aligns with our strategy of working with the top cloud-based financial solution providers.”

“BlackLine is pleased to partner with Carlson Management Consulting, a leader in Cloud financial solutions and services. Carlson Management Consulting’s reputation and expertise in the cloud CPM and ERP space complements BlackLine’s core philosophy in delivering excellence to our customers – and providing value in Enhanced Finance Controls and Automation software solutions.

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Carlson April Events: Let’s Meet Up!

Carlson-at-Adaptive-Live-2015Spring is finally in the air and hopefully you are feeling energized by the warmer temperatures and longer days (especially if you live in the Northeast).  Our April events are heating up quickly and approaching fast.  We are a Gold Sponsor of Adaptive Live 2015, the annual user conference of Adaptive Insights being held on April 20 – 23 in San Jose, CA.  This event draws thousands of Adaptive users and provides a full agenda of speaking sessions and workshops.  Of special note, Ethan Carlson will be presenting a session on Rethinking Performance Management where he will examine opportunities where metrics can be used to drive performance and accountability, and discuss how CPM can be implemented in novel ways to build a world-class organization.  Of course, Adaptive Live is a fun event as well.  We will have a Plinko game and giveaways at our booth.  We will also have a surprise event in store for attendees who visit us!  Follow us on LinkedIn and Twitter to get live updates from the conference!

Carlson at Adaptive Roadshow for Finance Best PracticesKevin O’Brien will be presenting at the Lessons Over Lunch: Data-Driven Decision Making for Biotech & Pharma seminar on April 14th from 11:30am to 2:30pm at the Bridgewater Marriott in Bridgewater, New Jersey.  This event is specifically designed for biotechnology and pharmaceutical company finance leaders.  At this complimentary luncheon, attendees will hear about:

  • Key metrics for biotech and pharma, their underlying drivers and why they matter
  • The importance of real-time visibility into performance and KPIs
  • Using analytics and dashboards to communicate performance

To register for this complimentary event, please use this link.

We hope you can join us at these two events!

Rethinking Performance Management: Key Takeaways from an Executive Panel

Ethan-Carlson-speaks-CFO-Leadership-PanelI had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader.

I would like to share some of the key topics and themes we explored during our discussion and Q&A with the audience.

Role of the CFO Continues to Change

It is clear that today’s CFO is no longer expected to just have fiduciary responsibility for delivering financial projections and reporting based on sound accounting principles. Rather, CFOs are being asked to be true business leaders for their organizations – partners in setting strategy and being catalysts for change. A fundamental element to success is re-examining the information systems and processes you are sharing with stakeholders within your business. Producing an annual budget and monthly actuals vs. budget variance analysis on standard financials (such as revenues, EBITDA, etc) is no longer considered a complete approach to corporate performance management (CPM). Today CPM entails a holistic approach to the business and includes not only financial metrics but also operations, employee satisfaction, and customer success. Key to fulfilling these expanded responsibilities is having the CPM systems and processes that enable this approach.

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Ethan Carlson’s 4 Priorities for Cloud Adoption from CFO Rising East

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.

Ethan Carlson’s TOP Issues for CFOs from CFO Rising East

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: