News and Events

Budgeting and Forecasting Best Practices for Education: Webinar on Dec. 8th

Rising operational costs, uncertain revenue streams and increased competition requires you to allocate resources more efficiently, improve visibility into costs and provide stakeholders with greater transparency into decisions. Are you ready to face the challenge? Learn how in this webinar being hosted by Adaptive Insights and Carlson Management Consulting.

Is it Time to Optimize Your Adaptive Insights System?

Has the year-end budget cycle exposed shortcomings in your Adaptive Insights model? Has your organization evolved since your initial implementation? Are there additional sheets, reports, or metrics you’d like to incorporate? Carlson Management Consulting, a Certified Adaptive Platinum Partner and 3 time award-winner, offers an Adaptive Insights Optimization service. This service is designed to help existing Adaptive Insights customers get the full value out of their system. We have helped numerous clients review and revise their models to better fit their business and reporting requirements.

Integrate Adaptive Insights with QuickBooks: DataBlend Year-End Special

Carlson Management Consulting, the Adaptive Insights 2014 Innovation Partner award-winner, is offering a Year End Special for Adaptive Insights customers using Quickbooks. Using DataBlend, our proprietary cloud integration platform, we will integrate your Quickbooks Desktop or Quickbooks Online system with Adaptive Insights. With DataBend, you will eliminate manual imports and free up time for more value-added activities. You can have your systems integrated for as lttle as $1999. The Year End Special includes DataBlend setup, web-based user training and a 1 year subscription for one licensed user.

Webinar: Accelerating Your Finance Growth Engine

Learn what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines. Featuring Ethan Carlson from Carlson Management Consulting, Vince Burchianti from Firehouse Subs, and Bob Davenport from BlackLine, this webinar will showcase what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines.

Carlson November Events

Join Carlson for two great events lined up for you this month. First is the Controller Summit in Boston on Nov. 12-13 which will bring together the best finance control professionals for a thought leading and innovative event. Second, Ethan Carlson will participate in a CFO Thought Leader Webinar on Nov. 19th entitled “Accelerating Your Finance Growth Engine” where he and other thought leaders will discuss how to identify, prime, and execute growth triggers from inside the finance function.