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Higher Education Webinar: Take Your FP&A from Tactical to Strategic

Adaptive higher ed webinar

When: Thursday, June 23, 2016

Time: 10:00am-11:00am PT / 1:00-2:00pm ET

Duration: 50 minutes plus live Q&A

Cost: Complimentary

Join Adaptive Insights for an exciting panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.

In less than an hour, you’ll learn how to:

  • Deliver key “insider” insights that increase transparency and accountability with budget managers, trustees, and administrators;
  • Improve short- and long-term planning to accurately meet curriculum and enrollment planning objectives and quantify the impact of strategic initiatives;
  • Leave more time for analysis and strategic activities using data you can trust

Please click here to register.  We hope you can attend this informative event that features two Carlson customers!

Brian Teets Joins Carlson to Strengthen Higher Education Performance Management Practice

Brian-Teets-MBA-senior-associate-Carlson-Management-Consulting

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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Carlson at Adaptive Roadshow for Finance Best Practices

Let’s Meet Up: CMC’s October Events

Carlson at Adaptive Roadshow for Finance Best PracticesWe are back on the road with two exciting events this month. First, we are the featured partner at the Adaptive Insights seminar in Cincinnati, Ohio on October 14th. This free seminar will show finance professionals how financially successful organizations are revolutionizing their FP&A and consolidation processes to ultimately free up time, resources and money. If you are in the Cincinnati area and would like registration details, please click here.

We are also the featured partner at the Adaptive Insights seminar in Atlanta, Georgia on October 21st. This seminar is designed specifically for manufacturing finance leaders.  Attendees will learn how to automate and optimize FP&A processes. For more information and to register, please click here.

Please note that attendees can earn 2 CPE credits by participating in one of these events.  Kevin O’Brien, who heads our Central Region practice, will be our representative at both events. He can be contacted at kobrien@carlsonmc.com.

Coming fast on the heels of the recent NACUBO Planning and Budgeting Forum in Denver, we will be hosting a webinar on October 23rd  at 1pm EDT to showcase our Higher Education CPM solution, which is pre-built in Adaptive Insights. We will demonstrate how this ready-to-implement solution:

  • Addresses the full range of higher education planning and reporting requirements
  • Incorporates modeling and forecasting best practices
  • Reduces implementation cost by up to 50%
  • Minimizes client implementation staffing
  • Enables phased rollout through modular design
  • Includes Carlson Productivity Suite with pre-defined higher education reports

To register for the webinar, please click here. We hope you can join us!

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Carlson Higher Education CPM Webinar

 

Carlson-Higher-Education-CPM-Solution-Adaptive-Insights

Please join us for a free Webinar on Thursday, October 23th at 1pm EDT that introduces the new Carlson Higher Education CPM solution. Powered by Adaptive Insights, the #1 Cloud-based CPM software, we will demonstrate how this ready-to-implement solution:

– Addresses the full range of higher education planning and reporting requirements
– Incorporates modeling and forecasting best practices
– Reduces implementation cost by up to 50%
– Minimizes client implementation staffing
– Enables phased rollout through modular design
Includes Carlson Productivity Suite with pre-defined higher education reports

There will be time at the end of the demonstration for your questions. Please register today!