Higher Education Webinar: Take Your FP&A from Tactical to Strategic

Adaptive higher ed webinar

When: Thursday, June 23, 2016

Time: 10:00am-11:00am PT / 1:00-2:00pm ET

Duration: 50 minutes plus live Q&A

Cost: Complimentary

Join Adaptive Insights for an exciting panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.

In less than an hour, you’ll learn how to:

  • Deliver key “insider” insights that increase transparency and accountability with budget managers, trustees, and administrators;
  • Improve short- and long-term planning to accurately meet curriculum and enrollment planning objectives and quantify the impact of strategic initiatives;
  • Leave more time for analysis and strategic activities using data you can trust

Please click here to register.  We hope you can attend this informative event that features two Carlson customers!

Adaptive Insights Named a Leader in the Gartner 2016 Magic Quadrant Strategic Corporate Performance Management Solutions Report

Adaptive_Insights_300-200Gartner has positioned Adaptive Insights as a Leader in its 2016 Magic Quadrant for Strategic Corporate Performance Management Solutions report, reflecting a new category definition for CPM from Gartner. This is the first year that Adaptive Insights has appeared in the Leaders Quadrant of a Gartner CPM report and now holds the distinction of being the first and only cloud corporate performance management (CPM) vendor to ever ascend to Gartner’s Leader Quadrant.

The 2016 Magic Quadrant for Strategic Corporate Performance Management Solutions report evaluated 16 different software vendors on the following weighted criteria: market share, new license and subscription revenue, product strategy, customer satisfaction, and market understanding.

Highlights of the report:

  • Adaptive Insights is the ONLY pure-play SaaS vendor to be named in the Leaders Quadrant
  • Customers placed Adaptive Insights in the top quartile for their satisfaction with budgeting, planning, ease of implementation, ease of use, ongoing support, and for their overall satisfaction with both vendor and solution
  • Adaptive Insights has 3,000 customers in production, which compares favorably with other vendors listed in the Leaders quadrant
  • Adaptive Insights’ recent Adaptive Suite 2016.2 release has new features that allow for more complex planning models and the linking of planning dimensions across multiple applications

“We wish to congratulate Adaptive Insights for this achievement and recognition from Gartner,” stated Ethan Carlson, CEO and founder of Carlson Management Consulting, an Adaptive Insights Platinum Partner. “Adaptive Insights has been at the forefront of cloud technology, the customer experience and enabling productivity in the financial solutions space.  This report further validates their vision, execution and dedication to customer success.”

For easy reference, the report can be downloaded here: Gartner SCPM Report 2016.

A Day in the Life of a Budget Manager: Atlanta Workshop

A Day in the Life of a Budget Manager

Venue: The Ritz-Carlton, Buckhead
3434 Peachtree Rd
Atlanta, GA 30326

Date: June 9th, 2016
Time: 8:00am – 11:00am

Cost: Complimentary

Are you having trouble getting your managers involved in the budgeting process? Tired of rolling up endless spreadsheets? You don’t have to look any further.

On June 9th, Adaptive Insights and Carlson Management Consulting will show you how to reduce FP&A time spent supporting managers through self-service analytics, planning, and reporting. Register today to join your finance peers from companies who have successfully elevated manager engagement and you will:

  • Work in a pre-populated model to perform common budget manager activities while following along with an Adaptive expert
  • Learn how to review a dashboard, update a revenue and expense budget, analyze a variance report, and more
  • Discover how to build a collaborative budget and effectively manage the process with workflow

You don’t want to miss out! Secure your seat for this complimentary workshop.

Register Today!

Join Carlson and Adaptive Insights for Lessons Over Lunch in Ft. Lauderdale

Lessons over lunch

Join your peers for a complimentary finance executive luncheon on Tuesday, June 7 at The Capital Grille. You’ll learn how successful finance teams leverage FP&A technology to improve accuracy and efficiency, as well as actionable strategies to bring finance transformation to your company.

Attend to learn how to:

  • Enhance your credibility by delivering more value and higher quality to internal customers
  • Reduce budgeting time by 70% – while eliminating errors
  • Deliver timely, accurate re-forecasts and what-if scenarios


Please contact me with any questions about this event.  We look forward to your participation!


Mike Mooney
(603) 369-0387

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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