Join Carlson and Adaptive for the Top 5 Finance Best Practices for Higher Ed Webinar


Brian Teets, MBA

Please join Adaptive Insights and Carlson consultant and higher ed specialist, Brian Teets, on August 19th at 1pm EST for a webinar focused on higher education. In this interactive webinar, we’ll share best practices specific to higher educational institutions like yours and show you how to improve your planning, reporting and budgeting processes. You’ll also hear how other higher ed institutions transformed their finance planning & reporting processes to better address emerging challenges.

You’ll learn how to:

  • Build a budget that better reflects curriculum and enrollment planning objectives and model the financial impact of strategic initiative
  • Establish finance processes that offer greater visibility into expenses across different departments, schools, research centers and auxiliaries
  • Accelerate planning and reporting cycle times at a fraction of the cost

This event is CPE accredited.  Please use the following link to register.  We hope you will join us!

Brian Teets Joins Carlson to Strengthen Higher Education Performance Management Practice


Brian Teets, MBA, Senior Associate

WOBURN, MA — May 19, 2015Carlson Management Consulting, a leading financial solutions and services firm serving a growing list of customers nationwide, today announced that Brian Teets, MBA, has joined the company to strengthen its higher education performance management practice. Carlson customers in higher education include Bentley University, Vassar College, Babson College, and Merrimack College, and many more.

Brian comes to Carlson from Montclair State University where he was the Budget Systems Manager and played a pivotal role in the University’s successful implementation of Adaptive Insights. Through his efforts and that of his team, they recorded a 211% ROI, a 7.2 month payback, and an average annual benefit of $114,665 through their use of Adaptive Insights. These impressive results were showcased during a keynote presentation when Brian joined the stage with Karen Pisha, Vice President of Customer Success at Adaptive Insights, to discuss the benefits and value that Adaptive has brought to Montclair State. Montclair State was also the recipient of the Adaptive Insights Torchie Award, which honors Adaptive customers for excellence across a number of key enterprise implementation and business categories. Brian and his team at Montclair State were awarded for the “Best Business Impact” category due to the financial impact that they were able to leverage within the University by moving to Adaptive Insights.

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