Carlson Thought Leadership in Finance & Technology

Carlson at Adaptive Roadshow for Finance Best Practices

Join Carlson for Lessons Over Lunch: Data-Driven Decision Making for Biotech & Pharma

Please join Kevin O’Brien, VP of Carlson Management Consulting, and Adaptive Insights for an informative luncheon tailored to finance professionals in Biotechnology and Pharmaceuticals on Tuesday, April 14th at the Bridgewater Marriott in Bridgewater, NJ. Find out how leading organizations, like Aegerion, Pacira, and Gentiva, leverage technology to streamline FP&A processes to drive growth, reduce cost, and ultimately make better decisions.

Get Ready for Adaptive Live 2015!

Adaptive Live 2015 is almost upon us! Thousands of Adaptive end users will be flocking to San Jose from April 20-23 for information-packed speaker sessions, keynotes and workshops. Of course, Carlson will be there prominently with several of our team members. Please read on to learn about Ethan Carlson’s presentation, our free model assessments, and other activities at our booth.

Rethinking Performance Management: Key Takeaways from an Executive Panel

I had the pleasure this morning of moderating a panel discussion on the topic of Rethinking Performance Management. The event was hosted by the CFO Leadership Council as part of their monthly meeting of finance executives. Based on today’s large attendance numbers, the topic of performance management is clearly top of mind for many CFOs. The three other panel members came from diverse backgrounds and included a CFO, a CEO and an HR leader. I would like to share some of the key topics and themes we explored during our discussion and Q&A with the audience.

Ethan Carlson’s 4 Priorities for Cloud Adoption from CFO Rising East

Are you considering moving budgeting, forecasting and other key finance functions to the Cloud? If so, you will want to watch this video taken on Day 2 at the CFO Rising East Summit. Ethan discusses 4 priorities and some helpful advice you should keep in mind as you begin to evaluate vendors and solutions.

Carlson Announced as the Winner of Partner Innovation at Adaptive Insights 2015 Worldwide Partner Summit

Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced it was awarded Partner Innovation by Adaptive Insights, the worldwide leader in cloud corporate performance management (CPM) and business intelligence (BI) for the biggest brands and the hottest companies. The awards recognize outstanding achievement by Adaptive partners around the world in a variety of categories.