Carlson March Events: Let’s Meet Up!

It’s another busy month at Carlson.  We have a number of live and virtual events that we would like to invite you to!

Carlson-at-CFO-rising-east-summit500-114If you are tired of the cold and snow, come join us at CFO Rising East in Miami on March 11th and 12th. Carlson is a sponsor of this premier event designed for CFOs and finance executives. It’s not too late to register and, if escaping winter is not incentive enough, we can provide you with a 20% discount off your registration fee.  Contact us for details and your discount code.

Join us online for our next webinar on March 17th at 2pm EST. Kevin O’Brien will present Transforming Manufacturing Finance in the Cloud. Kevin will provide an overview of budgeting challenges facing manufacturing finance executives and demonstrate how the Carlson Manufacturing CPM solution can be quickly implemented to drive manufacturing FP&A excellence. If you can’t wait for the half-hour webinar, you can learn more about the solution by downloading our brochure.

Carlson-at-CFO-RoundTable-243-160Next, Ethan Carlson, founder and CEO of Carlson Management Consulting, will be moderating an executive panel at the upcoming CFO Leadership Council event on Wednesday March 18, 2015 @ 7:15am – 9:45am at Bentley University’s LaCava Center in Waltham, MA.  This event’s topic is Rethinking Corporate Performance and will explore how CFOs can take the lead in building a proactive performance driven environment. The CFO Leadership Council has a great panel of senior executives with differing perspectives lined up so you won’t want to miss it!  Attendees also qualify for 2 CPE credits. Details and the registration form can be found here.

Carlson at Adaptive Roadshow for Finance Best PracticesFinally, join us for Lessons over Lunch: FP&A Best Practices in Pittsburgh on March 24th from 11:30am to 2:30pm at the Pittsburgh Marriott City Center. This complimentary event, held in partnership with Adaptive Insights, will examine how to:

  • Reduce budgeting time by 90% – while eliminating errors
  • Improve company-wide alignment, efficiency and collaboration
  • Empower managers with self-service reporting
  • Deliver timely and accurate re-forecasts and what-if scenarios

This promises to be a highly informative event and attendees also qualify for 2 CPE credits. Please register today!

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Carlson Launches Manufacturing CPM Solution


Carlson Manufacturing CPM, powered by Adaptive Insights, is a ready-to-implement Cloud solution that gives manufacturers the ability to align budgets with strategy, standardize and optimize finance practices, improve collaboration, and plan for long-term success.

My experience with the team at Carlson Management Consulting has been one of collaboration and productivity. Our team looks forward to further enhancing the value add benefits of Adaptive Insights with the partnership of Carlson Management Consulting”.

Duraid Jwayyed, Corporate Controller, Vice President, ATC Corporation

Carlson Manufacturing CPM offers the following benefits:

  • Consolidates financial data while maintaining a view of individual plants
  • Generates analyzable revenue forecasts at the part or product number level
  • Creates driver-based cost of sales from bill of materials schedules
  • Reduces implementation cost by up to 50%
  • Minimizes client implementation staffing
  • Enables phased rollout through modular design
  • Includes Carlson Productivity Suite with pre-defined manufacturing reports

Carlson Manufacturing CPM is pre-built in Adaptive Insights, the #1 Cloud-based corporate performance management software, and addresses the financial planning and reporting challenges specific to manufacturing.  Integrated modules provide a holistic view of the organization while empowering individual plants, departments and budget stakeholders.  Carlson Manufacturing CPM is tailored to fit your unique needs while reducing the time, cost and effort of implementation.  Carlson Premium Support ensures that you will get the most out of your investment.

For more information, download our Manufacturing CPM brochure or contact us for a demo.