Carlson Thought Leadership in Finance & Technology

Kevin O’Brien Joins Carlson Management Consulting to Lead Central Region CPM Team

Woburn, MA and Waterbury, VT – July 1, 2014 – Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has announced that Kevin O’Brien has joined CMC to further drive growth of its corporate performance management solutions and services line of business. Kevin comes to CMC […]

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Bentley University Selects Carlson Management Consulting for Budgeting and Forecasting System Implementation

Woburn, MA and Waterbury, VT – June 19, 2014 – Carlson Management Consulting (CMC), a leading Cloud solutions and services provider with a growing list of clients nationwide, has been selected by Bentley University to implement Adaptive Insights’ corporate performance management solution and assist with enhancing the university’s reporting and strategic planning capabilities. “We are […]

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The Benefits of Rolling Forecasts

The rolling forecast allows finance professionals to identify opportunities and risks that contribute to or imperil success. It allows you to better monitor the pulse of the company so that more timely decisions can be made to ensure the company is moving forward according to plan. Read this post to learn about the specific benefits of rolling forecasts.

Adaptive Insights for Higher Education

At this year’s Adaptive Live event, I attended a session entitled Education: Adaptive Best Practices. A panel of three Adaptive Insight’s customers representing their respective institutions shared their experiences with the group. Please read on for my takeaways!

Adaptive Live 14 Highlights

This year’s Adaptive Live was an impressive and energizing event. With nearly 1,000 attendees, Adaptive’s key event has officially moved beyond a user group meeting and is now a fully-fledged conference. If you missed the event, here is a recap of some of the highlights.