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

Transforming Finance: Interview with WGBH’s Maureen Henehan

WGBH_logo-720-382I recently had an opportunity to connect with Maureen Henehan, Director of Program Management and Process Improvement at WGBH, to ask about her experience as a finance leader and the role of Adaptive Insights in transforming finance in her organization.  WGBH Boston, a Carlson customer, is America’s preeminent public broadcaster and the largest producer of PBS content for TV and the Web. Television channels include WGBH 2, WGBX 44, and the digital channels World and Create. WGBH Radio serves listeners across New England with 89.7 WGBH, Boston’s Local NPR®; 99.5 WCRB; and WCAI, the Cape and Islands NPR® Station.

David  Hi Maureen, thanks for taking the time to answer our questions. Could you describe your background and current role at WGBH?

Maureen  My name is Maureen Henehan and I am the Director of Program Management and Process Improvement at WGBH Educational foundation. I have been a member of the Finance Team at WGBH for more than 15 years serving in many different capacities throughout the organization.  As the Director of Program Management, I am responsible for the establishment of key metrics for measuring the effectiveness and performance of processes in Finance. These metrics are used to foster a data driven environment for business decision making. Additionally, I lead the finance team in the delivery of programs to improve processes and  ensure quality. As the lead for all major programs within the Chief Financial Officer’s office I am responsible for the integration of these programs and systems, driving best practices to enable the most efficient alignment of large scale enterprise applications. Prior to taking on this role at WGBH, I have served in a number of different capacities within the production areas of WGBH including roles as  the Director of Production Finance and Grant Management, Senior Manager of Grants, and as Business Manager for National Children’s Television series productions including Fetch! and ZOOM.

David  What are some of the challenges you face as a finance leader in a non-profit organization and how have you overcome them?

Maureen  As a finance leader in a non-profit environment, we face the challenge of managing limited resources while maintaining the highest level of content in the constantly changing media industry. We have to keep adjusting and evolving, focusing on adapting our financial processes and systems to accommodate the changes in the Media Industry and in the ways we producer and deliver media content. Some ways we have done this from a finance perspective are to implement cloud based financial systems, including Adaptive Planning, that integrate with each other and help us standardize and unify financial functions across all aspects of our business. This has rapidly increased productivity and given us valuable metrics so that we can continue to evaluate our business and plan for the future.

Read more

Carlson Management Consulting Ranks No. 553 on the 2015 Inc. 5000 with Three-Year Sales Growth of 835%

Carlson-MC-#553-on-Inc-5000NEW YORK and Woburn MA, August 12, 2015Inc. magazine today ranked Carlson Management Consulting no. 553 on its 34th annual Inc. 5000, an exclusive ranking of the nation’s fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs. Companies such as Yelp, Pandora, Timberland, Dell, Domino’s Pizza, LinkedIn, Zillow, and many other well-known names gained early exposure as members of the Inc. 5000.

“We are thrilled to be ranked 553 on the Inc. 5000 list of the fastest-growing private companies. Our success is a result of the hard work and professionalism of our team and our commitment to delivering exceptional financial solutions and services to our clients,” stated Ethan Carlson, founder and CEO of Carlson Management Consulting. “As we execute on our growth strategy, we will continue to invest in human capital, innovation, and partnerships as we deliver high-value solutions to our broadening customer base.”

The 2015 Inc. 5000, unveiled online at, is the most competitive crop in the list’s history. The average company on the list achieved a mind-boggling three-year growth of 490%. The Inc. 5000’s aggregate revenue is $205 billion, generating 647,000 jobs over the past three years. Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at Carlson Management Consulting’s Inc. 5000 profile can be found at  In addition to its national ranking, Carlson ranks as the #15 fastest growing private Massachusetts company.  Since its initial listing notification, Carlson’s growth has continued at a rapid rate and headcount is now 15.

“The story of this year’s Inc. 5000 is the story of great leadership. In an incredibly competitive business landscape, it takes something extraordinary to take your company to the top,” says Inc. President and Editor-In-Chief Eric Schurenberg. “You have to remember that the average company on the Inc. 5000 grew nearly six-fold since 2012. Business owners don’t achieve that kind of success by accident.”

The annual Inc. 5000 event honoring all the companies on the list will be held from October 21 through 23, 2015 in Orlando. Speakers include some of the greatest entrepreneurs of this and past generations, such as Marcus Lemonis, host of the CNBC show “The Profit,” Robert Herjavec, one of the main “sharks” on ABC-TV’s “Shark Tank,” KIND Founder and CEO Daniel Lubetzky, and Co-Founder of JJ Ramberg.


About Carlson Management Consulting

Carlson Management Consulting is an award-winning Cloud solutions and services firm, serving a growing list of customers nationwide. We deliver ‘best in class’ SaaS Corporate Performance Management (CPM), Financial Close and Automation, Enterprise Resource Planning (ERP) solutions and value-added consulting services to organizations of all sizes. With deep finance and technology expertise, we help customers gain operational and cost efficiencies by moving critical business processes to the Cloud, while reducing IT overheads. Our customers benefit from improved insight and decision-making by leveraging the value of quality, real-time data for business intelligence and forward-focused planning. As acknowledged thought leaders in finance and technology, we are frequent speakers at industry conferences, seminars and events.


David Phillips

(207) 482-9762


More about Inc. and the Inc. 500|5000


The 2015 Inc. 5000 is ranked according to percentage revenue growth when comparing 2011 to 2014. To qualify, companies must have been founded and generating revenue by March 31, 2011. They had to be U.S.-based, privately held, for profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2014. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2011 is $100,000; the minimum for 2014 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at

About Inc. Media:

Founded in 1979 and acquired in 2005 by Mansueto Ventures, Inc. is the only major brand dedicated exclusively to owners and managers of growing private companies, with the aim to deliver real solutions for today’s innovative company builders.  Winner of the National Magazine Award for General Excellence in both 2014 and 2012. Total monthly audience reach for the brand has grown significantly from 2,000,000 in 2010 to over 13,000,000 today.  For more information, visit

The Inc. 500|5000 is a list of the fastest-growing private companies in the nation. Started in 1982, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success. The Inc. 5000 Conference & Awards Ceremony is an annual event that celebrates their remarkable achievements. The event also offers informative workshops, celebrated keynote speakers, and evening functions.

For more information on Inc. and the Inc. 5000 Conference, visit

For more information contact:

Inc. Media

Drew Kerr



Carlson June Events: Let’s Meet Up!

Carlson-at-AICPA-Not-for-Profit-ConferenceCarlson has two conferences lined up for the month of June.  From June 15-17, we’ll be at the AICPA Not-for-Profit Industry Conference at the Gaylord National Resort & Convention Center in National Harbor, MD.  This event brings together the industry’s top experts and thought leaders to offer their perspectives on the most crucial issues facing not-for-profits and those who serve them.  As a leading Adaptive Insights Partner for the Non-Profit industry, we will be showcasing cloud solutions that address the particular budgeting, planning, and reporting challenges facing Non-Profit organizations.  Please swing by booth 408 to learn more about Carlson solutions and services.


Carlson-at-HFMA-Health-ConferenceWe will also be exhibiting at the HFMA National Institute Conference at the Orange Country Convention Center in Orlando, Florida from June 22-25.  This is the premier event for healthcare finance professionals and attracts approximately 3000 attendees.  Please come by booth 255 to lean how Carlson has assisted numerous healthcare organizations improve financial and operational performance!

If you are attending either of these events and would like to schedule a meeting, please use the following contact form.  We look forward to seeing you there!