Monday, July 29, 2019
Embassy Suites and RoughRiders Dr. Pepper Ballpark, Frisco, TX
Education and Entertainment: The DFW area B2B CFO® partners are excited about organizing “Grow SuccessfullyTM2019 ” an educational event for business owners that adds Frisco RoughRiders baseball entertainment afterwards. The event will provide educational advice to business owners with respect to the following three (3) key business objectives:
- Sales Strategy
- Accelerating Sales Through Metrics: presented by Dean Ash, 360 Consulting (Sales Xceleration licensee)
- TBD: presented by Tina Phillips, Trustpoint Management Group (Sandler Training)
- Talent Optimization
- TBD: presented by Shannon Blake, Insperity
- Right People Right Seats: presented by Jason Williford, Culture Index
- Strategic Financial Management
- Business Value Key Drivers – presented by Bob Boulanger and Glen Katlein, B2B CFO®
Embassy Suites Frisco
1:00 – 1:30 Doors open for sponsor setup
1:30 Announced doors open for attendee registration
3:05 – 3:35 Sales Strategy – Dean Ash, 360 Consulting
3:35 – 4:05 Sales Strategy – Tina Phillips, Trustpoint
4:05 – 4:35 Break – networking
4:35 – 5:05 Talent Optimization, Insperity
5:05 – 5:35 Talent Optimization, Culture Index
5:35 – 6:05 Break – networking
6:05 – 6:25 Strategic Financial Management – Bob Boulanger, Glen Katlein
6:25 – 6:30 Close and drawing for $500 (3)
Dr. Pepper Ballpark
6:30 – 8:00 Buffet dinner at Dr. Pepper Ballpark Diamond Deck
7:05 First pitch, Frisco RoughRiders
Lynskey Management Services
Marks Nelson CPA outsource accounting division
Bibby Financial Services
Plains Capital Bank
Bank of Texas
Alonso & Berrian Insurance Group
Murphy Business Sales
Selling in a Skirt
Texas MGMA 2019 Annual Meeting
Its a perfect day for the Texas MGMA 2019 Annual Meeting – April 24-26 at the Hilton Anatole Hotel in Dallas. We’re in booth #500 – hope to see some of our healthcare industry clients there!
For the 7th year, Fulcrum is excited to receive this terrific distinction from Digium as a Pinnacle Partner! Pinnacle Partners are presented annually to Digium’s leading partners who have excelled in developing and growing their partnership with Digium.
These partners consistently put their customers first while successfully growing revenues with the implementation and delivery of Digium’s Switchvox Business Communications Solutions, Switchvox Cloud (hosted services), and Asterisk Custom Communications Solutions. Partners are certified to sell Switchvox Unified Communications (UC) on-premise and cloud services, SIP trunking, IP desktop phones, gateways, and telephony cards.
Fulcrum Group Spring 2019 Lunch & Learns
“Cybersecurity Starts At The Top – A Primer For Executives”
Thank you to all who were able to join us at our recent Lunch & Learn events at Ruth’s Chris Steakhouses in Fort Worth and Dallas. We had a great turn out at both events and hope we provided some good action items and information for you to consider.
Here are a few pics from last week’s events – enjoy!
Links Mentioned During Presentations
NIST Cybersecurity Framework- Strategy and planning for security for organizations
NIST SMB version- Scaled down version targeting smaller organizations
National Cyber Awareness System (NCAS) Feeds- Threat intelligence resources ideal for execs
New Health Industry Cybersecurity Practices(HICP)- New guide targeting getting HIPAA compliance going in smaller healthcare organization
HIPAA Breach Report- List of breaches and location of the information compromised
HIPAA Desk Audit sample- List of information potentially requested for compliance with 10 days to respond
Cyberwars series on Viceland Network- Behind the scenes show about cybersecurity
2018 Data Breach Investigations Report- Verizon’s report on breaches and defending
2018 User Risk Report- Great insight into how users are large do things
Casino thermometer news story
CISSP certification- Becoming a security expert
North Texas MGMA Quarterly Luncheon
The Fulcrum Group will be presenting “How IT Can Help You Achieve HIPAA Compliance” at March’s North Texas MGMA Quarterly Luncheon on March 6th at Las Colinas Country Club.
Register to attend here.
Recent Accolades & Events
Thursday, August 2, 2018 – Grow Successfully
B2BCFO Executive Group Ballpark Event in Frisco
CompTIA Trustmark Certified
This month, Fulcrum Group is proud to announce it has retained the CompTIA Managed Services Trustmark™, a respected industry credential that signifies its adherence to best practices for technology service delivery and customer interaction. See our press release for more details on how this affects you!
The Fulcrum Group Awarded 2018 Digium Pinnacle Partner
The Fulcrum Group is proud to share that we have been recognized once again as a 2018 Digium Pinnacle Partner and we have been acknowledged with
Digium’s prestigious Pinnacle Partner Award.
This means The Fulcrum Group is part of a prestigious group of partners who have excelled in developing and growing their partnership with Digium by consistently putting their customers first, while successfully growing revenues with the implementation and delivery of Digium’s Switchvox Business Communications Solutions, Switchvox Cloud (hosted services), and Asterisk Custom Communications Solutions. This is a special recognition for our team who have worked tirelessly over the last year to provide exceptional ongoing support and service to our customers.
Read our press release here.