Carlson September Events

Carlson-FPA-Innovation-Summit-BostonPlease join Carlson during the month of September for great opportunities to learn finance best practices and the benefits of corporate performance management.  On September 10th and 11th, we’ll be at the FP&A Innovation Summit taking place at the Seaport World Trade Center in Boston.  Carlson CEO and founder, Ethan Carlson, will be presenting his topic on Rethinking Performance Management at 12pm on the 11th.  The Summit Overview can be found at:

This three track event encompasses presentations, panel sessions and workshops on FP&A Innovation, Finance Transformation and Financial Leadership. Take a look at who will be speaking and the topics to be covered here.

We have secured an exclusive discount code for the FP&A Innovation summit so you can save 20% on passes. To take advantage of this fantastic learning and networking opportunity simply apply the code Carlson20 when you register.

Adaptive-Insights-Platinum-Partner_03We also have a great webinar lined up in partnership with Adaptive Insights.  Join us for an informative dialogue with NCR and Carlson’s own Kevin O’Brien as we explore emerging trends and techniques to drive growth and optimize performance. 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.

This webinar will inform participants on how to:

  • Align business strategy with planning and forecasting to create a high-performing, agile organization
  • Gain time and cost savings by eliminating manual processes
  • Discover KPIs to keep finance performance on track

Please use this link to register your spot.

We hope you can join us for our September events!

Transforming Finance: Interview with WGBH’s Maureen Henehan

WGBH_logo-720-382I recently had an opportunity to connect with Maureen Henehan, Director of Program Management and Process Improvement at WGBH, to ask about her experience as a finance leader and the role of Adaptive Insights in transforming finance in her organization.  WGBH Boston, a Carlson customer, is America’s preeminent public broadcaster and the largest producer of PBS content for TV and the Web. Television channels include WGBH 2, WGBX 44, and the digital channels World and Create. WGBH Radio serves listeners across New England with 89.7 WGBH, Boston’s Local NPR®; 99.5 WCRB; and WCAI, the Cape and Islands NPR® Station.

David  Hi Maureen, thanks for taking the time to answer our questions. Could you describe your background and current role at WGBH?

Maureen  My name is Maureen Henehan and I am the Director of Program Management and Process Improvement at WGBH Educational foundation. I have been a member of the Finance Team at WGBH for more than 15 years serving in many different capacities throughout the organization.  As the Director of Program Management, I am responsible for the establishment of key metrics for measuring the effectiveness and performance of processes in Finance. These metrics are used to foster a data driven environment for business decision making. Additionally, I lead the finance team in the delivery of programs to improve processes and  ensure quality. As the lead for all major programs within the Chief Financial Officer’s office I am responsible for the integration of these programs and systems, driving best practices to enable the most efficient alignment of large scale enterprise applications. Prior to taking on this role at WGBH, I have served in a number of different capacities within the production areas of WGBH including roles as  the Director of Production Finance and Grant Management, Senior Manager of Grants, and as Business Manager for National Children’s Television series productions including Fetch! and ZOOM.

David  What are some of the challenges you face as a finance leader in a non-profit organization and how have you overcome them?

Maureen  As a finance leader in a non-profit environment, we face the challenge of managing limited resources while maintaining the highest level of content in the constantly changing media industry. We have to keep adjusting and evolving, focusing on adapting our financial processes and systems to accommodate the changes in the Media Industry and in the ways we producer and deliver media content. Some ways we have done this from a finance perspective are to implement cloud based financial systems, including Adaptive Planning, that integrate with each other and help us standardize and unify financial functions across all aspects of our business. This has rapidly increased productivity and given us valuable metrics so that we can continue to evaluate our business and plan for the future.

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Carlson Management Consulting Ranks No. 553 on the 2015 Inc. 5000 with Three-Year Sales Growth of 835%

Carlson-MC-#553-on-Inc-5000NEW YORK and Woburn MA, August 12, 2015Inc. magazine today ranked Carlson Management Consulting no. 553 on its 34th annual Inc. 5000, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs. Companies such as Yelp, Pandora, Timberland, Dell, Domino’s Pizza, LinkedIn, Zillow, and many other well-known names gained early exposure as members of the Inc. 5000.

“We are thrilled to be ranked 553 on the Inc. 5000 list of the fastest-growing private companies. Our success is a result of the hard work and professionalism of our team and our commitment to delivering exceptional financial solutions and services to our clients,” stated Ethan Carlson, founder and CEO of Carlson Management Consulting. “As we execute on our growth strategy, we will continue to invest in human capital, innovation, and partnerships as we deliver high-value solutions to our broadening customer base.”

The 2015 Inc. 5000, unveiled online at, is the most competitive crop in the list’s history. The average company on the list achieved a mind-boggling three-year growth of 490%. The Inc. 5000’s aggregate revenue is $205 billion, generating 647,000 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at Carlson Management Consulting’s Inc. 5000 profile can be found at  In addition to its national ranking, Carlson ranks as the #15 fastest growing private Massachusetts company.  Since its initial listing notification, Carlson’s growth has continued at a rapid rate and headcount is now 15.

“The story of this year’s Inc. 5000 is the story of great leadership. In an incredibly competitive business landscape, it takes something extraordinary to take your company to the top,” says Inc. President and Editor-In-Chief Eric Schurenberg. “You have to remember that the average company on the Inc. 5000 grew nearly six-fold since 2012. Business owners don’t achieve that kind of success by accident.”

The annual Inc. 5000 event honoring all the companies on the list will be held from October 21 through 23, 2015 in Orlando. Speakers include some of the greatest entrepreneurs of this and past generations, such as Marcus Lemonis, host of the CNBC show “The Profit,” Robert Herjavec, one of the main “sharks” on ABC-TV’s “Shark Tank,” KIND Founder and CEO Daniel Lubetzky, and Co-Founder of JJ Ramberg.


About Carlson Management Consulting

Carlson Management Consulting is an award-winning Cloud solutions and services firm, serving a growing list of customers nationwide. We deliver ‘best in class’ SaaS Corporate Performance Management (CPM), Financial Close and Automation, Enterprise Resource Planning (ERP) solutions and value-added consulting services to organizations of all sizes. With deep finance and technology expertise, we help customers gain operational and cost efficiencies by moving critical business processes to the Cloud, while reducing IT overheads. Our customers benefit from improved insight and decision-making by leveraging the value of quality, real-time data for business intelligence and forward-focused planning. As acknowledged thought leaders in finance and technology, we are frequent speakers at industry conferences, seminars and events.


David Phillips

(207) 482-9762


More about Inc. and the Inc. 500|5000


The 2015 Inc. 5000 is ranked according to percentage revenue growth when comparing 2011 to 2014. To qualify, companies must have been founded and generating revenue by March 31, 2011. They had to be U.S.-based, privately held, for profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2014. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2011 is $100,000; the minimum for 2014 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at

About Inc. Media:

Founded in 1979 and acquired in 2005 by Mansueto Ventures, Inc. is the only major brand dedicated exclusively to owners and managers of growing private companies, with the aim to deliver real solutions for today’s innovative company builders.  Winner of the National Magazine Award for General Excellence in both 2014 and 2012. Total monthly audience reach for the brand has grown significantly from 2,000,000 in 2010 to over 13,000,000 today.  For more information, visit

The Inc. 500|5000 is a list of the fastest-growing private companies in the nation. Started in 1982, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success. The Inc. 5000 Conference & Awards Ceremony is an annual event that celebrates their remarkable achievements. The event also offers informative workshops, celebrated keynote speakers, and evening functions.

For more information on Inc. and the Inc. 5000 Conference, visit

For more information contact:

Inc. Media

Drew Kerr



Join Carlson and Adaptive for the Top 5 Finance Best Practices for Higher Ed Webinar


Brian Teets, MBA

Please join Adaptive Insights and Carlson consultant and higher ed specialist, Brian Teets, on August 19th at 1pm EST for a webinar focused on higher education. In this interactive webinar, we’ll share best practices specific to higher educational institutions like yours and show you how to improve your planning, reporting and budgeting processes. You’ll also hear how other higher ed institutions transformed their finance planning & reporting processes to better address emerging challenges.

You’ll learn how to:

  • Build a budget that better reflects curriculum and enrollment planning objectives and model the financial impact of strategic initiative
  • Establish finance processes that offer greater visibility into expenses across different departments, schools, research centers and auxiliaries
  • Accelerate planning and reporting cycle times at a fraction of the cost

This event is CPE accredited.  Please use the following link to register.  We hope you will join us!

ASK ETHAN: The CFO as Storyteller


When it comes to finance leadership what role does storytelling play in effective communication?  Ethan Carlson, co-host of the CFO Thought Leader Podcast, tackles our questions concerning strategies and the best practices organizations are adopting to advance their performance goals.

Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more answers our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.

Listen and subscribe to the Podcast on iTunes.

The following is an edited abstract from CFO Thought Leader’s “Ask Ethan” podcast featuring Ethan Carlson, CEO, Carlson Management Consulting, and Jack Sweeney, co-host of CFO Thought Leader.

CFOTL Hello. We’re pleased to have Ethan Carlson of Carlson Management Consulting joining us once again. Last time, we explored the area of corporate performance management with Ethan. And near the end of our discussion we sort of bumped up against another topic—about communication—that we called “the CFO as storyteller.” Ethan, first of all: Welcome, good to have you back.

Ethan Oh, thanks, CFOTL. It’s great to be back with you here.

CFOTL It was interesting last time that when you were sharing with us some insights into effective corporate performance management, more than once we came back to communication as a primary driver. Can you help give this subject area some context? Effective communication has always been important, so why is this such a worthy topic today?

Ethan I think that it’s a really important topic for financial executives and one that’s becoming increasingly so. As a function, we’re being asked to be ever broader leaders throughout the organization. Financial information, metrics analysis, is not something that on face value is common for everyone to understand. If you’re a financial executive accountant, a CPA, financial metrics numbers, balance sheets, income statements, we look at them and we immediately know what everything means. Outside of this close-knit group, it becomes less obvious to people.

I think that as financial executives are looking to engage a broader group inside and outside of their company, their ability to translate these metrics and performance elements of the company and what it all means to everyone else becomes increasingly important. I also think that it’s important, as well, to demonstrate that as a financial executive you’re more than just a numbers person. Yes, you understand the integrity of the financials, but you also can translate them into what it means for the business. This sort of demonstrates to people in other functions, as well, that you are a fully well-rounded business leader.

This has both a communication component and a credibility one. I think that as financial executives are looking to broaden their role—broaden their participation throughout their organizations—communication, storytelling, and engagement, and how they can do this, is really very important.

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