Carlson to Showcase Solutions and Services as a Gold Sponsor of Adaptive Live 2016

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Join the Carlson team and over 1,400 finance professionals to learn, share, and optimize business performance! Finance is transforming the way businesses operate today. This year’s Adaptive Live user conference empowers you to navigate your personal, professional, and organizational journey to SUCCESS through insights.

Carlson at Adaptive Live booth 2

Carlson at Adaptive Live 2015

This is the premier customer event of Adaptive Insights, the leading provider of cloud-based corporate performance management solutions.  Carlson, a four-time award winning partner, will have a high profile presence as a Gold Sponsor of this year’s event.  We will be providing demos of our pre-built industry solutions as well as DataBlend, our cloud integration platform.  For early-stage companies, we will be showcasing our Venture Accelerator service.

Ethan Carlson will present a session on Unified Data: A Central Hub for Improved Budgeting and Decision-Making and discuss the strategies and benefits gained from making Adaptive Insights your centralized hub that includes G/L, CRM, PSA, benchmarking and other data.  Ethan will examine which financial and non-financial datasets you should be incorporating in your models for forecasting, budgeting, dashboarding and reporting to take performance management to the next level.

If you are an Adaptive Insights customer, or considering their solutions, this is an event that should not be missed!  Please contact us to schedule a meeting or demo while you are there.  We are looking forward to seeing you!

Join Carlson and Adaptive Insights for a NYC Luncheon for Nonprofit Finance Leaders

Adaptive NonprofitPlease join Ethan Carlson from Carlson Management Consulting and client, Josh Scher, from St. Dominic’s Home for a complimentary lunch seminar designed for nonprofit finance leaders.  This event, sponsored by Adaptive Insights, is taking place on March 24th from 11:30 to 2pm at the Westin Times Square Hotel in NYC.

Savvy Finance teams in the nonprofit industry rely on a core set of key metrics to improve operational efficiency and fund management.

Join your peers for our nonprofit luncheon at Westin Times Square to learn:

  • The importance of real-time visibility into performance and KPIs – across dimensions like program, project, fund, and grant
  • The power of analytics and dashboards in communicating performance to senior management and the board
  • Key metrics for nonprofits and why they matter

This event features presentations by Ethan Carlson and our client, Josh Scher, from St. Dominic’s Home.  You won’t want to miss it!  Space is limited. Register today to secure your seat.  CPE credits are available.

Have any questions or would like a demo of Adaptive Insights before the seminar, please contact us.  We look forward to your participation!


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Carlson Management Consulting Ranked as One of the Fastest-Growing Private Companies in Massachusetts, according to the Boston Business Journal

World class cloud financial solutions and services fueling Carlson Management Consulting’s high growth trajectory

WOBURN MA, March 11, 2016 — The Boston Business Journal announced its annual list of the fastest-growing private companies in Massachusetts, which included Carlson Management Consulting.  The rankings of these top 76 companies will be published in the April 22nd weekly edition of the Boston Business Journal.  At that time, the top 50, called the “Fast 50,” formerly known as “Pacesetters,” will also be revealed.  This recognition comes on the heels of Carlson Management Consulting’s ranking at 553 on the Inc. 5000 elite list of the fastest-growing private companies in the U.S.

The Boston Business Journal list includes the privately held businesses in Massachusetts that recorded the fastest revenue growth from 2012 through 2015. To be considered, companies needed a baseline of $1 million in revenue for 2015 and at least $500,000 in revenue for 2012.

“We are very excited to be included on the Boston Business Journal’s list of the fastest-growing private companies in Massachusetts. Our success is a result of the dedication of our team in providing world class cloud financial solutions and services for our clients,” stated Ethan Carlson, founder and CEO of Carlson Management Consulting. “As a Boston area company, we are part of an incredibly dynamic ecosystem of innovators and market leaders. We will continue to invest in our business to bring transformational solutions to our clients.”

“These companies represent the best examples of the Boston economy’s strength and vibrancy,” Boston Business Journal Publisher and Market President Carolyn M. Jones said. “This kind of top-line growth is driving the state’s economy and generating the kind of excitement that attracts global brands and their talent here.”

The 2016 Fast 50 will be celebrated at an April 21 breakfast event at the Renaissance Boston Waterfront in Boston, which will feature a countdown of the top 50 fastest-growing companies on this year’s list.  For the full list of the fastest-growing companies, click here.

For more information on April’s awards event, click here.

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, Systems Integration, 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.  For more information, please visit and follow us on LinkedIn and Twitter.

David Phillips
Marketing Director
Carlson Management Consulting
(207) 482-9762


Ethan Carlson to Present at CFO Rising East Summit

Join Carlson Management Consulting at the CFO Rising East Summit on March 9 & 10 at the Westin Waterfront Boston hotel.  This event, organized by, offers two days of cutting-edge finance & corporate learning and intimate, expert-led workshops. It will give your finance team the edge, with sessions from the industry’s leading speakers, the hottest topics and some world-class networking opportunities.

Ethan Carlson

Ethan Carlson

Ethan Carlson, CEO and founder of Carlson Management Consulting, will be presenting “Building World Class Forecasting & Budgeting Processes” to more than 200 finance leaders in attendance.  According to Bob Lutz, the former COO of Chrysler, “The budget is a tool of repression rather than innovation.”  This dramatic statement captures the sentiment of budgeting and forecasting within many organizations.  However, the budget process can be a foundation for leadership, empowerment and innovation, rather than repression and rote activity.   By implementing specific “world class” practices, finance teams can create competitive advantage, greater financial agility, and improved financial success.  This presentation by Ethan Carlson will discuss the problems associated with traditional budgeting and innovative steps and tools to transform the forecasting process.

As part of Carlson’s participation, we are able to provide a 30% discount to finance professionals wishing to attend.  Please contact us to receive your discount code.  Don’t delay, the event is coming up quickly!

For the latest information about upcoming Carlson events, please follow us on LinkedIn and Twitter.