Per Unit Planning: A Key Financial Planning and Analysis Exercise

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Joe Lane, Director

A financial plan with at minimum a balance sheet, income statement and cash flow forecast is critical to managing and guiding a business.  In order for the plan to be relevant, it needs to offer up clear information that stakeholders in the organization can act upon.  A good financial plan also forms the foundation from which additional models and analyses can be developed in order to manage performance along business lines and departments.

Per unit planning is a key exercise that can help businesses formulate a realistic sales plan

Models and analyses naturally can differ across industries.  For manufacturing, retail, consumer package goods (CPG), distribution companies and others, per unit planning is a key exercise that can help them formulate a realistic sales plan.  Per unit planning assists the sales and marketing team with developing sales and revenue targets to meet the organization’s financial performance goals.  It also feeds into analyses for measuring the success of product lines, sales channels, territories, etc. and identifying where any corrective action should be focused.

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Carlson Management Consulting Wins Partner of the Region: Americas Award at Adaptive Insights 2016 Worldwide Partner Summit

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Carlson-MC_Logo-2-line_662-208WOBURN, MA—February 12, 2016Carlson Management Consulting today announced it was awarded Partner of the Region: Americas by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive Insights partners around the world in a variety of categories.

“We are excited to receive the Partner of the Region: Americas award from Adaptive Insights,” stated Ethan Carlson, CEO and Founder of Carlson Management Consulting. “Our team has worked very hard to help our customers transform finance in their organizations and Adaptive Insights’ industry-leading cloud CPM solution has been pivotal to that success. Last year was a banner year for us with the introduction of our DataBlend cloud integration solution as well as our Venture Accelerator service where we embed with client finance teams to help them manage growth. We feel well positioned for another year of significant growth in partnership with Adaptive Insights.”

“Carlson Management Consulting has consistently been one of our top performing partners and we are delighted to highlight their success with our Partner of the Region: Americas award,” stated Carolee Gearhart, Senior Vice President of International Sales and Global Channels at Adaptive Insights. “Carlson has developed a reputation for implementing innovative solutions on the Adaptive Insights platform and delivering exceptional value to their growing customer base. We look forward to working together for a successful 2016.”

Adaptive Insights announced its award winners in La Jolla, Calif. at the company’s annual Worldwide Partner Summit, a gathering of partners from around the world to share strategies and best practices, and to continue to accelerate business opportunities for Adaptive Insights solutions.

Carlson Management Consulting is part of Adaptive Insights’ leading network of more than 200 worldwide partners serving a customer base of more than 3,000 customers in 85 countries.

Adaptive Insights’ global partner program takes a unique approach to partner engagement that involves collaboration with partners across a number of activities including demand generation, webinars, regional seminars and workshops, sales opportunities, add-on sales, services and implementation. The result is a mutually beneficial relationship that delivers the best customer experience.

About Adaptive Insights
Adaptive Insights is the leader in cloud corporate performance management (CPM). Via its software as a service (SaaS) platform, the company offers capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and analytics that empower finance, sales, and other business leaders with insight to drive true competitive advantage. The Adaptive Suite is sold direct or is available through Adaptive Insights’ robust cloud CPM channel ecosystem of 200+ partners, including Accenture, Armanino, BDO, Carlson Management Consulting, Cohn Reznick, Intacct, KPMG, McGladrey, Plex Systems, and Workday. NetSuite also offers Adaptive Planning as its NetSuite Financial Planning Module.

More than 3,000 companies in 85 countries use Adaptive Insights. These range from midsized companies and nonprofits to large corporations, including AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, P.F. Chang’s China Bistro, and Siemens. Adaptive Insights is headquartered in Palo Alto, Calif. For more information, visit www.AdaptiveInsights.com, the Adaptive Insights Blog, and follow Adaptive Insights on LinkedIn, Twitter, Facebook, and YouTube.

About Carlson Management Consulting
Carlson Management Consulting is an award-winning Cloud financial solutions and services firm, serving a growing list of customers nationwide and internationally. We deliver ‘best in class’ Cloud solutions for Corporate Performance Management (CPM), Financial Controls and Automation, Systems Integration, and Enterprise Resource Planning (ERP) as well as value-added consulting services to organizations of all sizes and industries. Carlson ranks 553 on the Inc. 5000 list of the fastest-growing private companies in the U.S.  For more information, please visit www.carlsonmc.com and follow us on LinkedIn and Twitter.

Contact:
David Phillips
Marketing Director
dphillips@carlsonmc.com
(844) 422-7576 ext. 712

Finance Resolutions for 2016: Complimentary Seminar in Alpharetta, GA

Carlson-Adaptive-Join-Us-AlpharettaCarlson is partnering with Adaptive Insights for an informational and fun seminar in Alpharetta, GA on February 18th from 4 – 6:30pm at the 5 Seasons North Restaurant & Brewery. The theme of this event is Finance Resolutions for 2016.

Each year, people make personal resolutions to make a lasting change to impact their futures. This year, Carlson Management Consulting and Adaptive Insights invite you to make a few resolutions to optimize your business performance and give you a little more time to achieve your other annual goals.

Join your finance peers for an insightful dialogue and panel discussion as we uncover FP&A best practices, key learnings from 2015 and strategies for success in 2016. Attend to discover new ways to:

– Leverage technology to improve accuracy and accelerate planning cycle times
– Get the most out of your data to drive strategic decisions for your business
– Accurately evaluate scenarios with real-time data

When: Thursday, February 18, 2016
Time: 4:00pm – 6:30pm
Fee: Complimentary
CPE Credits: 2

Agenda:
4:00 – 4:45pm Registration & Networking (Drinks and Hors D’ Ouevres)
4:45 – 4:50pm Welcome & Introduction
4:50 – 5:40pm 2016 Resolutions in FP&A for Corporate Finance Professionals; Panel Discussion
5:40 – 6:10pm Demo
6:00 – 6:30pm Networking

Food and Beverages will be served. Please register your seat at this event today!

Carlson February Events

Carlson-Adaptive-Join-Us-AlpharettaCarlson has some exciting events lined up for the month of February.  We are partnering with Adaptive Insights for a seminar in Alpharetta, GA on Feb 18th from 4 – 6:30pm at the 5 Seasons North Restaurant & Brewery.  The theme of this event is Finance Resolutions for 2016.  Each year, people make personal resolutions to make a lasting change to impact their futures. This year, Adaptive Insights and Carlson Management Consulting are inviting you to make a few resolutions to optimize your business performance and give you a little more time to achieve your other annual goals.

Join your finance peers for an insightful dialogue around FP&A best practices, key learnings from 2015 and strategies for success in 2016. Attend to discover new ways to:

  • Get the most out of your data to drive strategic decisions for your business
  • Leverage technology to improve accuracy and accelerate planning cycle times
  • Move towards driver-based budgeting with key performance indicators

The event will feature presentations by Kevin O’Brien, VP at Carlson, and Hank Catalino from Adaptive Insights. There will also be a panel discussion with FP&A leaders from Atlanta-area companies.  To view the full agenda and to register for the event, please click here.

Carlson-Partner-Blackline-Stack-600-300_03We will also be hosting a webinar on Feb 23 at 1pm with partner, BlackLine, the world’s most trusted solution for financial close and automation.  BlackLine’s Finance Controls and Automation Platform delivers powerful cloud-based technology and real-time automation to give accounting and finance teams power over their processes. BlackLine’s vision for transforming the finance and accounting function truly modernizes processes and empowers real productivity gains. In the same way that Adaptive Insights has helped companies transform FP&A processes, BlackLine replaces spreadsheet-driven, manual, and repetitive tasks in the financial close process and skillfully automates how they are processed, managed, and performed.

In this informational webinar, you will learn how to:

  • Virtually eliminate spreadsheets (and the manual errors that come with them) from the account reconciliation process
  • Automate traditionally manual accounting functions
  • Have a faster, more efficient close cycle – maintaining more control and visibility, while reducing risk
  • Improve the accuracy and timeliness of compliance reporting
  • Manage compliance while servicing multiple locations

To register for the webinar, please click here.