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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!

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 kobrien@carlsonmc.com.

Join Carlson in Atlanta for a Manufacturing Finance Leadership Seminar and Networking Happy Hour

Carlson-Altanta-Manufacturing-Finance-700-212

Finance Transformation: Optimizing Performance for Manufacturing

What is Lean Finance? How can automation enable accuracy, efficiency and cost savings…and why should you care?

Join us for an informative dialogue with NCR and Carlson Management Consulting exploring emerging trends to drive growth and optimize performance, followed by a Rooftop Happy Hour with your peers.

Learn how to be empowered to take a leadership position to drive positive change, encourage collaboration, create an on-demand culture and accelerate the planning process; reducing planning times by up to 50%.

Carlson Corporate Performance Management Solutions for Manufacturers

Learn more about Carlson CPM Solutions for Manufacturers

Topics to include:

  • The power of aligning business strategy with planning and forecasting to create a high-performing, agile organization
  • Steps CFOs can take to transform their departments
  • Key Operational Metrics for Manufacturing

Seats are limited. Click here to RSVP today.

We look forward to seeing you there!

Regards,

Kevin O’Brien
kobrien@carlsonmc.com
(614) 893-3390

Carlson May Events: Let’s Meet Up!

Kevin-O'Brien-VP-CPA-at Carlson

Kevin O’Brien, Vice President

Carlson has several events lined up for May. Kevin O’Brien, head of our manufacturing finance practice, is traveling to Atlanta, GA for an Adaptive Insights and Carlson Management Consulting sponsored event focused on Finance Thought Leadership for Manufacturers. Join Kevin for an informative dialogue with Adaptive customer, NCR, exploring emerging trends to drive growth and optimize performance, followed by a Rooftop Happy Hour with your peers. Learn how to be empowered to take a leadership position to drive positive change, encourage collaboration, create an on-demand culture and accelerate the planning process; reducing planning times by up to 50%. Register today with this link.

Join-Carlson-at-CFO-Leadership-CouncilWe will once again be sponsoring the CFO Leadership Conference on May 20th at Bentley University in Waltham, MA. In this full-day program, The CFO Leadership Council will address pragmatic and practical leadership techniques member CFOs voted as the most critical to their success, including leading through volatility, leading those who don’t want to be led, and leading future generations toward success. This is one of the premier events for Massachusetts-based finance executives so you won’t want to miss it.  For more information and registration link, please visit the CFO Leadership Council. Please come by our booth to learn about Adaptive Insights, BlackLine, and our other solutions and services.

Carlson-at-Vermont-Business-ExpoThe team from our Vermont office will be exhibiting at the VT EXPO on May 20th and 21st at the Sheraton Burlington Hotel and Conference Center. The EXPO brings together thousands of business owners and decision-makers to network, attend business critical workshops, build new business relationships and shop from vendors that provide unique products and services to help grow their business. Carlson will be meeting with other exhibitors on the 20th and the general public on the 21st. If you would like to schedule a meeting prior to the event, please use our contact form.

We hope to see you this month!