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

Kevin O’Brien to Present Budgeting and Forecasting Best Practices at Dayton Accounting Show

Kevin O'Brien Vice President

Kevin O’Brien
Vice President

Kevin O’Brien, Vice President at Carlson Management Consulting, will present Making Budgeting and Forecasting a Competitive Advantage at the Dayton Accounting Show.  The Dayton Accounting Show is one of OSCPA’s premiere events offering accounting and finance professionals the opportunity to network with hundreds of peers, find business solutions with exhibitors and gain insight into the topics that are shaping the profession. The two-day event will feature a new AICPA Financial Planning track and a new Leadership/Lifestyle track along with a variety of tax, A&A, not-for-profit, and technology sessions. The Dayton Accounting Show provides a valuable learning experience and an affordable way to get the information finance professionals need to improve their skills and the way they do business.

Kevin’s session on Thursday, May 19th at 9:30am (FP&A track) will address the following:

  • Discover techniques to better model future results, prepare critical metrics, and benchmark yourself.
  • Learn specific steps you can take in helping your organization improve in 2016 and beyond.
  • Discuss methods for leveraging technology, data and metrics.

He will be available after the presentation to answer any questions that participants have.  If you are unable to attend the event, but would like more information about Kevin’s topic, he can be reached at

Ethan Carlson to Present at FP&A Innovation Summit in Boston

Carlson-FPA-Innovation-Summit-BostonThe FP&A Innovation Summit is just around the corner. The FP&A Innovation Summit is taking place at the Seaport World Trade Center in Boston on September 10 & 11.

It is a three track event encompassing presentations, panel sessions and workshops on FP&A Innovation, Finance Transformation and Financial Leadership.


Ethan Carlson, Founder and CEO

Ethan Carlson will be presenting on Sept. 11th at 12pm. His topic Redefining Performance Management will stimulate new ideas on how performance management can be implemented in novel ways in your organization. You won’t want to miss it! Take a look at who else will be speaking and the topics to be covered here.

For a complete summit overview, please visit:

We have secured an exclusive discount code for the FP&A Innovation Summit so you can save 20% on passes.  To take advantage of this fantastic learning and networking opportunity simply apply the code Carlson20 when you register.

We hope you can join us there!



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.

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