Carlson Thought Leadership in Finance & Technology

The Art of Forecasting: Recorded Webinar

Ethan 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.

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 or indicate performance 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 organization’s performance:

ASK ETHAN: Unlocking Value with Corporate Performance Management

Ethan Carlson, co-host of the CFO Thought Leader Podcast, tackles our questions concerning CPM strategies and the best practices organizations are adopting to advance their performance goals.

Carlson Makes a Splash at Adaptive Live 2015

Adaptive Live 2015, the annual user conference of Adaptive Insights, was held last week in San Jose, California and drew a record crowd of more than 1,200 attendees. This year, Carlson Management Consulting was a Gold Sponsor and brought eight members of our team to attend our booth and learn from the thought leadership and new product sessions. It was great meeting with many of our existing customers as well as new folks looking to gain even more value out of their Adaptive investments. From Ethan’s presentation and product demos to system assessments and consultations, it was very productive conference!

6 Tips for a Successful Cloud CPM Evaluation

Are you considering replacing your legacy on-premise budgeting system for a cloud corporate performance management solution? If so, you are in good company as a recent Adaptive Insights survey of 300 finance professionals indicated that 86% want to leave their legacy system behind. Once you’ve made the decision to start looking around, the system evaluation sets the stage for a successful project and long-term benefits to the organization. In this post, we will review key priorities for embarking down this path.