Tech Priorities for CFOs

January 07, 2022 By Haley Stepan

Panelist Ryan Larsen, Nate Fullmer, Beverly Lang, and Kim Tolboe discuss the importance of moving to a cloud-based data center, and different 3rd party solutions at the 2021 Intermountain CFO Summit.

Key Take-Aways

  1. Digital transformation has allowed more integrations between software products so companies can use many products that are experts in one particular area of your business and have them all speak to each other.
  2. Moving to a cloud data center is safer, more mobile and accessible, flexible, and sustainable. 
  3. Make sure your APIs have prebuilt connectors and integrations for the solutions that you use.
  4. Your software solutions are a valuable part of your team and should be viewed as such.

Watch the full video to learn more about other tech solutions.

About the Panelist

Nate Fullmer is the Director of Strategic Partnerships at Fishbowl, the number one warehouse and manufacturing management software for QuickBooks users. He oversees referrer and partner relationships with the goal to provide small and medium-sized business owners the most useful software tools to foster growth and increase automation. 

Beverly Lang, Sr. Director of Integrated Services, offers more than 25 years of experience assisting business owners, managers, and bookkeepers with their accounting and bookkeeping, as well as teaching bookkeeping, accounting, and QuickBooks classes, webinars, and seminars throughout the southeastern region of the United States.

Kim has spent 20 years of her career working in higher education at the University of Chicago and the University of Utah. In her many roles, customer service and how to improve the student experience have always been her focus. Kim brought this customer service expertise and project management knowledge to Fishbowl when she was asked to develop a new sister company, Quarium – a QuickBooks hosting platform. She oversees the entire Quarium sales, implementation, and support process.

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