131: ASK ETHAN: Adopting Driver Based Models

Podcast: Play in new window | Download Is your organization leveraging a driver-based model? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look. Sponsor BlackLine  Does your finance department remain bogged […]

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Why Middle Market Companies Need to Ditch Consultative Selling

The conspiracy to keep sales people away from executive decision-makers by trapping them in purchasing processes conducted by non-executive gatekeepers is real. You are not imagining it. Organizations continue to seek efficiency through automating and regulating the buying process, which is code for “kicking sales people out of the picture.” This is evident in the […]

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Embracing the Shift to Real-Time Scenario Planning

Podcast: Play in new window | Download The following is an edited abstract from CFO Thought Leader’s “Ask Ethan” podcast featuring Ethan Carlson, CEO, Carlson Management Consulting, and Jack Sweeney, cohost of CFO Thought Leader. CFOTL: We’re often told that scenario planning is not about providing an accurate picture of the future, but about making […]

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You Need to Sell Your Business in 2015. Here’s why.

Over the course of this past year, we in the middle market heard a near-constant refrain: this is the year to sell. And for many people, that was true. At a macro level, the economic outlook was positive, unemployment figures finally appeared to be cheerier, and interest rates were low. Things looked particularly bright for […]

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The M&A Blueprint: Three Keys to Executing a Successful Integration

Year after year, companies continue to do acquisitions despite data that suggests a majority of deals fail to realize their expected value.  Although I believe the percentage of failures may be over-stated, we can certainly do better.   While there are ideas on how to solve tactical issues – poor diligence, over-valuing synergies, failure to address […]

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How to Sharpen Your Market Focus with Long-Term Planning

Podcast: Play in new window | Download What does long term planning mean to your finance team? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead.   The following is […]

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Cracking the Code to M&A Success, Richard Antoneck, CFO, Veritext

Podcast: Play in new window | Download What’s it like to complete nine acquisitions in a single year? Join us as Rich shares his CFO mind-set and reveals how after a busy year of M&A activity Veritext ‘s finance team is keeping a keen eye on performance measures across a quickly expanding enterprise. 

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Rolling Forecasts: When a Wish List Item Becomes a “Must Have”

Podcast: Play in new window | Download Is your rolling forecast delivering all of what it promised? Join us as Ethan Carlson, CEO of Carlson Management Consulting, once more tackles our questions to supply you with answers and a new mindset designed to help empower your finance organization to look ahead. The following is an […]

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Building Relationships Across the Enterprise, Moazam Ali Shah, CFO, Gulf Union Foods Company, Riyadh, Saudi Arabia

Podcast: Play in new window | Download What types of opportunities can ERP implementations offer aspiring finance leaders? Join us as Moazam shares his CFO mind-set and reveals how a global ERP project undertaken by the Gulf Union Foods Company of Riyadh, Saudi Arabia, offered finance the opportunity to build relationships across the enterprise.

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Keeping Values Top of Mind, Deborah Herrera, CFO, Schwan’s Consumer Brands

Podcast: Play in new window | Download How do sound values and good judgment become part of a CFO’s rite of passage? Join us as Deborah shares her CFO mind-set and details how her principles and powers of discernment led her to advance inside a variety of top finance organizations.

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