Events at The Fulcrum Group:

Events & What’s Been Happening At The Fulcrum Group



Impact Your Business Luncheon

For Fort Worth Chamber of Commerce Members Only

July 9, 2019

Join the Fort Worth Chamber and Steve Meek, President and CEO of Fulcrum Group, Inc. for a presentation on why YOU need to be concerned about cybersecurity.

Come join us at this month’s new location for our Impact Your Business Luncheon!
It will be held at the Meals on Wheels Campus and catered by Reata.

You’ll get the chance to:

  • Hear some of the metrics and trends related to cybersecurity
  • Learn top tips for business owners to reduce risks right away
  • Build an understanding of security stages, and where to focus
  • And compare yourself to other growing firms with live polls, for real world insight.

If you want to protect your brand and use this knowledge to position yourself as a better partner for your compliance bound clients, this luncheon is for you!


Steve Meek, CISSP is the President and CEO of Fort Worth-based Fulcrum Group, Inc.

A 20+ year technology veteran, he has consulted with North Texas clients of all sizes and scales on innovating and securing their organizational networks.

His team won the Fort Worth Chamber’s 2017 Small Business of the Year award, for firms in the 10-50 employee range.


Date: July 9, 2019
Time/Agenda: 11:30 a.m. – Check-in, Networking & Buffet
12:00 Noon – Program
Location: Meals on Wheels Campus
5740 Airport Freeway
Haltom City, TX 76117
Parking: Free! Park in their lot around the building. Please enter through the front doors. The conference center is at the front of the building.
Fees/Admission: $20 – Upper Tier Members
$25 – Standard Members

Click Here for More Information

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Register Online

This is a member only event.  
Individual seats – Once you register, you will receive a confirmation email if your registration was successfully completed. If you do not receive a confirmation email within three (3) business days of submitting your payment, please contact Leah Hersey.

Grow SuccessfullyTM2019

Grow Successfully 2019

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

3:00                     Intro

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



Speaker Sponsors:

360 Consulting




Gold Sponsors:

Lynskey Management Services

Green Bank



Tab Bank

Marks Nelson CPA outsource accounting division

Staff One

Whitley Penn

Fulcrum Group

Bibby Financial Services

Estes Group

Acuity Systems

Plains Capital Bank




Silver Sponsors:

Coats Rose


Bank of Texas

BNY Mellon

Chief Outsiders

Marketing Uplift

Comerica Bank

Amegy Bank

Alonso & Berrian Insurance Group

Reveel Group


Murphy Business Sales

Selling in a Skirt

Thomas Edwards

Merrill Lynch


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!  Fulcrum Group at the 2019 Annual MGMA Meeting















Fulcrum Group is recognized as Fulcrum Group 2019 Digium Pinnacle partner2019 Digium Pinnacle Partner

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

Join us at the North Texas MGMA Quarterly Luncheon
Click to get details or to register.


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, 2018Grow Successfully
B2BCFO Executive Group Ballpark Event in Frisco

If you’re looking for strategies to increase your company’s success and want to have fun while doing it, please join us to gain some practical advice at the Embassy Suites Frisco in the afternoon (followed by dinner and a RoughRiders ball game at the Dr. Pepper Ballpark (across the street).
In addition to getting tips from five high-impact speakers and watching the game, you will have the opportunity to network with leading local trusted advisors who are knowledgeable about all aspects of successfully growing your business.
Networking opportunities start at 1:30 p.m., seminars run from 3:00 p.m. til 6:15 p.m., buffet dinner on the Diamond Deck, then game time at 7:05 p.m.  Check out seminar topics, schedule and register here.

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.



The Fulcrum Group Awarded 2017 Fort Worth Chamber Small Business of the Year!



Among a record number of nominations, The Fulcrum Group was selected in the 11-50 Employee category as 2017 Fort Worth Chamber Small Business of the Year!
Access our press release here…






We hope you didn’t miss these recent events…

Check out our Past Events page for more.

Wednesday, June 6, 2018 – Join us for June’s MGMA Luncheon.

Topic will be Creating A Positive Workplace Culture in Healthcare, featuring Steve Marsh, President, Physician Leadership Division; The Medicus Firm

Steve will review critical concepts to understand when creating or enhancing your workplace culture.  In addition, specific applications to assist in implementing your own program will be presented. For more info and to register, go here.