The Art of Forecasting: Recorded Webinar


CarlsonGuide-cover-Implementing-Adaptive-InsightsEthan Carlson, CEO and Founder of Carlson Management Consulting, recently joined a panel of finance leaders to discuss the Art of Forecasting.  This virtual event, hosted and moderated by Adaptive Insights, examined how experienced finance professionals develop world class forecasting processes within their organizations and client base.  Discussion topics included forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.

To view the recorded webinar and gain new insights into forecasting, please click here.

Considering Adaptive Insights? Download your free copy of the Carlson Guide to Implementing Adaptive Insights.


Four KPIs of High Performing Finance Teams

Key performance indicators (KPIs) are well known within business as a means to distill down the number of variables that move the dial within an organization. But rather than discuss the particular KPIs that a finance team should track, let us apply the concept to measure the more qualitative characteristics of a high performing finance function. While not all-inclusive, here are four KPIs that you can use to gauge your own finance organization’s performance:


To receive maximum benefits, make sure the solution is ‘born of the cloud’.

Whether deserved or not, finance has the reputation of being a laggard when it comes to adopting the latest and greatest technologies. All you need to do is see how many finance teams are still reliant on spreadsheets for budgeting, planning and reporting. It’s not that spreadsheets are all bad; indeed, it can be a useful tool for ad hoc analysis. However, once your company attains a certain critical mass in revenue, growth and dimensionality, you should be using something else. Period. Foremost among the transformative solutions for financial planning and analysis (FP&A) are the variety of cloud corporate performance management (CPM) systems that have gone well beyond their teething stages and are delivering value for a broad spectrum of companies. One of the great benefits of these solutions is that they automate many of the onerous manual processes that distract finance professionals from more value-added activities. They also are much more efficient in getting data, reports, and dashboards to other areas of the business on a self-service basis – once again removing an overhead that typically falls on finance. Indeed, if you look at the highest performing companies, you will see that they embrace modern tools of the trade in ERP, CPM, the financial close, and others. Cloud solutions are among the most exciting and are recognized by the most reputable of analyst research firms of having the promise of the greatest ROI.

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Join Ethan Carlson and Adaptive Insights for a Virtual Panel Discussion on the Art of Forecasting



Finance Executive Panel Discussion on the Art of Forecasting
Session 2: 10:00 – 11:00 am PT (1 CPE Credit)

Bring your questions to this interactive fast paced session with discussion topics around forecasting challenges, building flexibility with rolling forecasts and scenarios, modeling for growth and more.


      Eileen Tobias, VP Finance at NetSuite
      Craig Rucker, VP Finance at Active Interest Media
          Ethan Carlson, Founder and CEO, Carlson Management Consulting

As part of this Virtual Event, there will be additional sessions that you can attend.  For the full agenda, please use the registration link.


Ethan Carlson Joins Boston CFO Leadership Council Steering Committee


Ethan Carlson

Woburn, MA – July 7, 2015 – Carlson Management Consulting today announces that Ethan Carlson, CEO and Founder, has joined the Steering Committee of the CFO Leadership Council, Boston Chapter. Carlson Management Consulting is an award-winning Cloud solutions and services firm, delivering ‘best in class’ SaaS Corporate Performance Management (CPM) and value-added consulting services to organizations of all sizes. The CFO Leadership Council, formerly known as The CFO RoundTable, is a community of senior financial executives dedicated to developing strong leadership at all professional levels, from Controller to CFO.

“I’m excited to become a member of the CFO Leadership Council Steering Committee for the Boston Chapter. The CFO Leadership Council is the premier organization helping to cultivate world class finance leadership skills in the greater Boston area. As someone who has attended and presented at a number of their events, I’m very impressed with their focus not only on elevating the role of finance but also their dedication to community service. I’m looking forward to contributing to their high quality programs that help our peers in finance build the necessary leadership skills that make Boston companies competitive on a global scale.”

“We are thrilled that Ethan has chosen to join our Boston CFO Leadership Council Steering Committee this year,” said Becky Blackler, President, The CFO Leadership Council. “Ethan has been a longtime member of our organization, and embraces the impact we have on our community of senior financial executives. We look forward to Ethan’s contributions to our innovative programs, which will inspire and empower the Boston community to reach higher and grow further than they thought possible.”

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Carlson July Events

Kevin Obrien and Carlson at PowerPlexAnother busy month of activities here at Carlson.  Our first event comes thanks to Adaptive Insights where we have been invited to help “work the booth” at the PowerPlex conference at the Gaylord Opryland Resort & Convention Center in Nashville.  Over 1,000 members of the Plex community will come together to share best practices, learn about new developments shaping the industry and to discover the full potential of the Plex Manufacturing Cloud. Kevin O’Brien, one of our lead consultants in the manufacturing finance space, is available to discuss the Carlson Manufacturing CPM solution, powered by Adaptive Insights.  Please swing by today if you have the chance.

Carlson Team at Lenox HotelPlease note that Carlson offices will be closed on Monday, July 13th & 14th for our internal company summit.  Our team from around the country will be converging at the beautiful Lenox Hotel in downtown Boston to share best practices in delivering the highest quality of services to our customers. No doubt it will be a lot of fun too!  If you are interested in joining a company that works hard, has a great reputation in the financial solutions space, and knows how to have a good time, please check out our careers page.

Carlson-Hosts-Golf-Pro-Budgeting-Techniques-400-111Golf anyone? We have a great event lined up for our friends and customers in Vermont.  We will be co-hosting an FP&A best practices seminar followed by a golf outing on July 16th at the Burlington Country Club. This is a unique opportunity to improve both your finance and golf handicap at the same time.  For information and to register, please use this link.

Carlson-Higher-Ed-CPM-NACUBO-120-144From July 18-21st, we’ll be back in Nashville at the NACUBO Annual Conference.  As always, NACUBO promises to deliver an innovative and thought-provoking agenda. After connecting with colleagues, talking to exhibitors, and participating in educational sessions, attendees will return home with countless ways to foster, implement, and support change initiatives on their campuses. We will be showcasing our Higher Education CPM solution at booth 767.  More details about the conference are located here.

Carlson Higher Education CPM Brochure

The Carlson Higher Education CPM Brochure

Finally, please join us on July 23rd at 1pm EDT for a free webinar exploring the challenges and solutions facing Not-For-Profit organizations. With a focus on “best practices”, Ethan Carlson will provide solutions to the FP&A issues unique to Non-Profits. Topics to be covered include the following:

  • Aligning the budget to your mission
  • How to solve the complexities of personnel expense forecasting & allocations
  • Best practices for program & grant-based revenue planning
  • How to save time and money with self-service reports
  • Implementing non-profit KPIs to simplify and improve decision-making.

This complimentary webinar will last about an hour and include time for your questions. Please use this link to register.

If you have any questions about our upcoming events, please call us or use our contact form.