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

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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

REGISTER TODAY TO SECURE YOUR SEAT FOR THIS COMPLIMENTARY LUNCHEON!

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

Sincerely,

Mike Mooney
mmooney@carlsonmc.com
(603) 369-0387

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

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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 kobrien@carlsonmc.com.

Join Carlson and Adaptive Insights for a NYC Luncheon for Nonprofit Finance Leaders

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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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Webinar: Accelerating Your Finance Growth Engine

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CFOTL webinar: Accelerating Your Growth Engine

We invite you to attend the upcoming CFO Thought Leader webinar: Accelerating Your Finance Growth Engine: How to Identify, Prime, and Execute Your Growth Triggers Inside the Finance Function.

Join us when Vince Burchianti, CFO of Firehouse Subs, pulls back the curtain on the insightful priorities, best practices and technologies that allowed Firehouse to fire up its growth engine to the tune of more than $650 million in annual sales, operating in 43 States, and with it’s first restaurant opening in Canada.

Rejecting all boilerplate growth remedies, listen as Burchianti reveals the unique “growth mind-set” that informed his CFO decision-making as we convene a “growth-engine” panel featuring C-suite advisor Ethan Carlson, CEO, Carlson Management Consulting and Director of Finance Transformation Bob Davenport of BlackLine.

Learn what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines.

Webinar participants will learn how to:

  • Embed and execute “growth triggers”
  • Adopt a “growth mind-set”
  • Lead dynamically through “growth priorities”
  • Discover the top five priorities for growth inside your own organization
  • Evaluate which technology investments are best suited to drive growth

Register today for this information-packed webinar!

Carlson November Events

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Controller-Summit-525-158We have two events lined up for you this month.  First is the Controller Summit which will bring together the best finance control professionals for a thought leading and innovative event.  Through keynote presentations and in-depth panel discussions – participants will delve deeper into specifically chosen hot topics. Being held at the Hilton Boston Back Bay hotel on November 12-13, Carlson will be showcasing our award-winning cloud performance management solutions and services.  Presentation topics at the event will include the following:

  • The Changing Role of the Controller
  • Fostering Leadership in the Finance Function
  • Partnering with the CFO
  • Reducing Financial Reporting
  • Improving the Financial Close Process
  • Selecting & Implementing the Right Technologies
  • Accounting Transformation

Interested in attending but don’t have a pass, contact us to receive a discount code.  We look forward to seeing you there!

CFOTL-webinar-710-201

Our second event is a Webinar being hosted by the CFO Thought Leader.  Join us when Vince Burchianti, CFO of Firehouse Subs, pulls back the curtain on the insightful priorities, best practices and technologies that allowed Firehouse to fire up its growth engine to the tune of more than $650 million in annual sales, operating in 43 States, and with it’s first restaurant opening in Canada.

Rejecting all boilerplate growth remedies, listen as Burchianti reveals the unique “growth mind-set” that informed his CFO decision-making as we convene a “growth-engine” panel featuring C-suite advisor Ethan Carlson, CEO, Carlson Management Consulting and Director of Finance Transformation Bob Davenport of BlackLine.

Learn what techniques and technology investments are helping remove obstacles that have long undermined growth and left CFO leadership on the sidelines.

Webinar participants will learn how to:

  • Embed and execute “growth triggers”
  • Adopt a “growth mind-set”
  • Lead dynamically through “growth priorities”
  • Discover the top five priorities for growth inside your own organization
  • Evaluate which technology investments are best suited to drive growth

Register today for this information-packed webinar!