Brian Teets Joins Carlson to Strengthen Higher Education Performance Management Practice

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Brian Teets, MBA, Senior Associate

WOBURN, MA — May 19, 2015 – Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced that Brian Teets, MBA, has joined the company to strengthen its higher education performance management practice. Carlson customers in higher education include Bentley University, Vassar College, Babson College, and Merrimack College, and many more.

Brian comes to Carlson from Montclair State University where he was the Budget Systems Manager and played a pivotal role in the University’s successful implementation of Adaptive Insights. Through his efforts and that of his team, they recorded a 211% ROI, a 7.2 month payback, and an average annual benefit of $114,665 through their use of Adaptive Insights. These impressive results were showcased during a keynote presentation when Brian joined the stage with Karen Pisha, Vice President of Customer Success at Adaptive Insights, to discuss the benefits and value that Adaptive has brought to Montclair State. Montclair State was also the recipient of the Adaptive Insights Torchie Award, which honors Adaptive customers for excellence across a number of key enterprise implementation and business categories. Brian and his team at Montclair State were awarded for the “Best Business Impact” category due to the financial impact that they were able to leverage within the University by moving to Adaptive Insights.

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Join Carlson at the CFO Leadership Conference in Waltham, MA

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Join-Carlson-at-CFO-Leadership-Council-400-200Join Carlson and 250 finance professionals from around Boston and beyond for the CFO Leadership Conference on May 20th.  Carlson is once again sponsoring this year’s event at Bentley University in Waltham, MA. In this full-day program, The CFO Leadership Council will address pragmatic and practical leadership techniques member CFOs voted as the most critical to their success, including leading through volatility, leading those who don’t want to be led, and leading future generations toward success. This is one of the premier events for Massachusetts-based finance executives so you won’t want to miss it.  For more information and registration link, visit the CFO Leadership Council.  Please come by our booth to learn about Adaptive Insights, BlackLine, and our other solutions and services.

Join Carlson in Atlanta for a Manufacturing Finance Leadership Seminar and Networking Happy Hour

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Finance Transformation: Optimizing Performance for Manufacturing

What is Lean Finance? How can automation enable accuracy, efficiency and cost savings…and why should you care?

Join us for an informative dialogue with NCR and Carlson Management Consulting exploring emerging trends to drive growth and optimize performance, followed by a Rooftop Happy Hour with your peers.

Learn how to be empowered to take a leadership position to drive positive change, encourage collaboration, create an on-demand culture and accelerate the planning process; reducing planning times by up to 50%.

Carlson Corporate Performance Management Solutions for Manufacturers

Learn more about Carlson CPM Solutions for Manufacturers

Topics to include:

  • The power of aligning business strategy with planning and forecasting to create a high-performing, agile organization
  • Steps CFOs can take to transform their departments
  • Key Operational Metrics for Manufacturing

Seats are limited. Click here to RSVP today.

We look forward to seeing you there!

Regards,

Kevin O’Brien
kobrien@carlsonmc.com
(614) 893-3390

Carlson May Events: Let’s Meet Up!

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Kevin O’Brien, Vice President

Carlson has several events lined up for May. Kevin O’Brien, head of our manufacturing finance practice, is traveling to Atlanta, GA for an Adaptive Insights and Carlson Management Consulting sponsored event focused on Finance Thought Leadership for Manufacturers. Join Kevin for an informative dialogue with Adaptive customer, NCR, exploring emerging trends to drive growth and optimize performance, followed by a Rooftop Happy Hour with your peers. Learn how to be empowered to take a leadership position to drive positive change, encourage collaboration, create an on-demand culture and accelerate the planning process; reducing planning times by up to 50%. Register today with this link.

Join-Carlson-at-CFO-Leadership-CouncilWe will once again be sponsoring the CFO Leadership Conference on May 20th at Bentley University in Waltham, MA. In this full-day program, The CFO Leadership Council will address pragmatic and practical leadership techniques member CFOs voted as the most critical to their success, including leading through volatility, leading those who don’t want to be led, and leading future generations toward success. This is one of the premier events for Massachusetts-based finance executives so you won’t want to miss it.  For more information and registration link, please visit the CFO Leadership Council. Please come by our booth to learn about Adaptive Insights, BlackLine, and our other solutions and services.

Carlson-at-Vermont-Business-ExpoThe team from our Vermont office will be exhibiting at the VT EXPO on May 20th and 21st at the Sheraton Burlington Hotel and Conference Center. The EXPO brings together thousands of business owners and decision-makers to network, attend business critical workshops, build new business relationships and shop from vendors that provide unique products and services to help grow their business. Carlson will be meeting with other exhibitors on the 20th and the general public on the 21st. If you would like to schedule a meeting prior to the event, please use our contact form.

We hope to see you this month!