Past Events

Check out what’s been happening at The Fulcrum Group.  Below is a list of our latest past events. Be sure you’re in the loop with what we have upcoming at our upcoming Events page.

Fulcrum Group Microsoft Cloud Security Virtual Lunch & Learn 2020

Click for our event flyer.

In case you missed it…

In July, we hosted the Fulcrum Group Microsoft Cloud Security Virtual Lunch & Learn, enjoyed a discussion on cybersecurity for Microsoft 365 via Microsoft Teams and lunched together, virtually, via Doordash!

Congrats to Amy McMinn of Cross Resource Group for winning the $250 Amazon gift card!  If you weren’t able to make it, no worries – view the presentation, here.  Slides available on our Media Page under Media For Executives, or right here.

The Fulcrum Group Celebrates its 18th Anniversary this month!

The Fulcrum Group celebrates 18 years!We’ve been serving the IT needs of Fort Worth & Dallas area businesses for 18 years now!

President Steve Meek and VP David Johnson pictured here, looking forward to many more years of success.

Microsoft Windows 7 & Windows 8 Server Have Officially Reached End of Support

You’ve heard us frequently talking about end of support for Windows 7 and Windows 2008.  The January 14th, 2020 deadline has already passed, and end of support is officially here.  We’ve created a detailed blog post to guide you through it.  If you have Windows 7 computers and/or Windows 2008 servers, here are the key takeaways:

  • Windows 7 and Windows 2008 reached end of support on January 14th, 2020.
  • There is Extended Security Updates available for Windows 7 (The Fulcrum Group can help guide you on this), but NO Extended Security Updates for Windows 2008 (unless you are willing to move your Windows 2008 servers to the Microsoft Azure Cloud).
  • Cost for Windows 7 Extended Security Updates is $119 total ($69 for ESU license, $50 for deployment/patching setup).
  • Windows 7 computers and Windows 2008 servers will be considered “out of compliance” and no longer supported under your SPOT Managed IT Services agreement effective January 14th, 2020.

See our blog post for more specifics and give us a shout if you need.

2020 Events

On hold

Springtime Cybersecurity Lunch & Golf Event

Cybersecurity – Respond & Recover

When:  Tuesday, May 12 from 11 a.m. to 1:30 p.m.
Location: Top Golf, Fort Worth

Your organization was just hit with a cyber attack.  Now what?  In the continuation of our Cybersecurity Lunch & Learn series from 2019, we will cover how to respond and recover from a cyber attack.

Learn how to classify and assign risk to various data types, create an Incident Response Plan, create appropriate backup & disaster recovery plans, and make the right decision on cyber insurance.

Our President and Cybersecurity Expert, Steve Meek, will cover these topics and more.  If you’re a business leader, you won’t want to miss this event.  Have lunch on us, and stick around to hit some golf balls afterwards (no golf experience needed!).

Register for our event right here:

2019 Events

Fulcrum Group Fall 2019 Lunch & Learns

Cybersecurity & Risk - A Fulcrum Group Event

“Cybersecurity & Risk – Not Just A Board Game”

Tuesday, September 17, 2019 and Thursday, September 19th, 2019

We hope you were able to make either of our Fall 2019 Cybersecurity Events in Fort Worth and in Dallas, “Cybersecurity & Risk – Not Just A Board Game.”

We geared these dual sessions specifically for civic leaders, practice managers, owners, CEOs/CFOs, and security/privacy officers, unpacking some of the science of cybersecurity.  We hope you were able to takeaway some great tools and tips to implement immediately in your organizations.

As always, we brought some cool prizes – Google Nest Hubs – and awarded them to 2 lucky event attendees and 2 winners of our post-event social media contest (best social media post using our #risknotjustaboardgame special event hashtag). Arctic Wolf also generously contributed 2 $50 Amazon gift cards.

Fort Worth and Dallas event attendees who walked away with a new Google Nest Hub were Amber Bransom with the City of Keene and Richard Fleming of State Tax GroupBob Hart with the City of Corinth and Kevin Vargason with Intelligent Epitaxy Technology were lucky recipients of $50 Amazon gift cards from Arctic Wolf.

The two best social media posts using our custom event hashtag were contributed by Jeff Perkins with Electro Acoustics and Kevin Vargason with Intelligent Epitaxy Technology.  Thanks for the shout-outs, guys – enjoy your new Nests!

Fulcrum Group Fall 2019 Lunch & Learns

Cybersecurity & Risk - A Fulcrum Group Event

“Cybersecurity & Risk – Not Just A Board Game”

Tuesday, September 17, 2019 and Thursday, September 19th, 2019

11:00 a.m. to 1:30 p.m.

Print our flyerPrint our flyer!.

All organizations have risks, and cybersecurity is only one area. Local governments, healthcare Covered Entities and other organizations can get overwhelmed with meeting compliance requirements and not realize there is a difference between being compliant and being secure. We have been lulled by the alphabet soup of HIPAA, HITECH, CJIS, GLBA, FERPA, GDPR, CCPA and other requirements. Organization leaders must be part of the process and should utilize risk management as their driving framework. Some firms are surprised to find they spend more on coffee or building maintenance than protecting their data.

During this session, we will 1) walk through a framework for cybersecurity, 2) explain why adding security protection tools doesn’t work and 3) discuss the best place to start when asking yourself, “is our data secure?” – We will even touch on the psychology of how smart leaders are made to believe they are “fine.”

This session is geared for civic leaders, practice managers, owners, CEOs/CFOs, and security/privacy officers.  Together, we’ll dive into the science of cybersecurity.

As always, we want to meet the needs of both our Dallas and Fort Worth clients so we will be hosting dual luncheons at Ruth’s Chris Downtown Fort Worth Location and Ruth’s Chris Dallas (Tollway) location.  Come enjoy a great lunch and talk risk with the cybersecurity specialists at The Fulcrum Group!

Register here:

Grow SuccessfullyTM 2019

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

Impact Your Business Fort Worth Chamber Luncheon

Steve Meek, President and CEO of Fulcrum Group, Inc., which was a 2017 Chamber Small Business of the Year honoree, says your company “probably is not safe. Security events are happening to your systems all day, hourly.”

Steve spoke and educated Chamber members about cybersecurity issues during a luncheon last week at Meals on Wheels. The presenting sponsor was the University of Texas –Arlington  College of Business.

If you missed it, we’ve provided some helpful Cybersecurity Links for SMBs as a resource to use and share.  You can find these on our Resources page.

Impact Your Business LuncheonFor 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

Add to Calendar

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.

Cybersecurity Starts At The Top Lunch & Learns

Executives, please join us for a dual-location luncheon event on February 27th from 11:00 a.m. to 1:30 p.m. at Ruth’s Chris downtown Fort Worth location and on February 28th, from 11:00 a.m. to 1:30 p.m. at Ruth’s Chris North Dallas Tollway location.  Whichever location works best for you – we’ll be sharing the same information.

Download our Spring Lunch & Learn Cyber Security Event flyer
View/print our flyer by clicking here.

“Cybersecurity Starts At The Top – A Primer For Executives”
is geared especially for business owners and executives.
We’ll have plenty of experts on hand to discuss compliance, risk management and other cybersecurity essentials for SMBs.

This is a HOT TOPIC and a critical one, as we head into 2019.
Please RSVP using the form, below.  You should receive an Outlook appointment within 24 hours.

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

Texas MGMA 2019 Annual Meeting
April 24-26, 2019

Fulcrum Group at the 2019 Annual MGMA 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.

2019 Accolades & News

Arctic Wolf-Fulcrum Group Partnership

The Fulcrum Group, Inc. Announces Security Operations Center-as-a-service in Partnership with Arctic Wolf.  Read our press release here.

Fulcrum Group Named Premier Managed Service Provider on MSP 501 List

The Fulcrum Group Ranked Among World’s Most Elite 501 Managed Service Providers for 2019. Find out more here.

Fulcrum Group 2019 Digium Pinnacle partnerFulcrum Group is recognized as 2019 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.

2018 Events

Grow Successfully 2018

Thursday, August 2, 2018

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.

June MGMA Luncheon

Wednesday, June 6, 2018

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.

Fulcrum Group 4th Annual Chili Cookoff

Pre-holiday fun in the office this week with Fulcrum Group’s 4th Annual Chili Cookoff!  Our winners (in order) were Steve, David & Robert with Jeremy and Matthew.

Job Fairs & Hiring Events

Red White & You Hiring Event at Globe Life Park, Arlington
Robert Curtis, one of Fulcrum Group’s Veterans, representing us,at the Red, White & You Hiring Event at Arlington’s Globe Life Park – click to enlarge image.

The Fulcrum Group has participated in a couple of area hiring events this past month.  Most recently, the Texas Workforce Commission’s Hiring Red, White, and You event, which was geared toward military veterans and their spouses, and open to the public. Our own veteran, Robert Curtis, represented The Fulcrum Group yesterday at this major DFW annual event. .

Fulcrum Group/QTS Data Centers – Fort Worth Data Center Tour & Luncheon – October 18th, 2018

Download the flyer!

Fort Worth Data Center Tour & Luncheon

Date:  Thursday, October 18th, 2018

Time:  11:00am to 2pm

Location:  QTS Fort Worth Data Center, 14100 Park Vista Blvd, Fort Worth, TX 76177

Come join us for a tour of the new State of the Art QTS Fort Worth Data Center.  This 300,000 sq. ft. facility is 20 miles from Dallas, has multiple power feeds, 2N redundant cooling, and is carrier-neutral.

Here’s some pics from October’s Fulcrum Group QTS Data Center Tour & Luncheon

Every attendee has a chance to take home a new iPad for the holidays!  Register below.

2018 Accolades & News

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.

Fulcrum Group “Experiencing Success” Series – Monthly Webinars

Each month The Fulcrum Group provides a great value-add for SMB owners and managers who wish to know more about how to fine-tune their organizations’ technology in the form of a FREE monthly webinar on a wide-range of IT topics.  Check out our media page for the full archive of these presentations.

2017 Events

Fall, 2017

MGMA Luncheon

North Texas MGMA holds luncheons on a quarterly basis for members to learn and connect with each other. This event is great for healthcare practice managers.  While you’re visiting our site, check out some of our resources perfect for those in the healthcare industry, then register for this event below, we hope to see you there!


September 13, 2017
11:30 a.m. – 1:30 p.m.
Las Colinas Country Club
Irving, Texas

Topic:  You’ve Been Upgraded
Speaker:  Kevin R. McDaniel CPC, CLP

The premise of this Keynote is very simple. Live life in such a way that others realize (or may eventually be able to acknowledge) their life has been upgraded just by having been in our presence.  This is a guide to upgrading our personal life and professional experience and as a result…the lives of those around us.  To have this impact we must “go first” and choose to upgrade ourselves.  “Going first”, though it sometimes feels counterintuitive, is the selfless act that possesses the ability to inspire and influence others.

The Fulcrum Group
NTC Healthcare
Byram Healthcare
Systeem Medical


Note:  Cash will no longer be accepted onsite

Summer, 2017

B2BCFO “Grow Successfully”  Event at The BallPark

The Fulcrum Group will be participating with B2BCFO again this year at “Grow Successfully,” an educational event at the BallPark in Arlington, geared to business owners.  Get some great tips on sales and business strategy, enjoy some networking and the Rangers-Marlins game afterward with us!  A flyer with the afternoon’s content, agenda and sponsors may be accessed here or by clicking the logo to the left.

Give us a shout at 817-337-0300 or email us if you’re interested in attending.

See The Fulcrum Group at InnoTech Dallas SharePoint TechFest 2017

InnoTech Dallas, 2017

We were excited to be able to visit with some of our fav clients and new friends, too, at InnoTech Dallas in Las Colinas last month! Here’s a couple of pics of our setup…as you can see our team was set off nicely by our sharp new tradeshow booth from Shabang Exhibits, Inc.  Thanks, for your help on that, Rick & Doug!
Also, congrats to Scot Bowman with Freese & Nichols for winning our Jar o’ Cash!

Winter, 2017

Storage, Servers & Backups:  Mavs Suite Night

On February 9th, we hosted some of our larger clients who use virtual storage solutions and high end servers at a special “Server, Storage, & Backups: Mavs Suite Night.” Together with Dell and Storagecraft, we explored the latest solutions in servers, storage and backups and enjoyed some great food & fun while watching the Dallas Mavs take on the Utah Jazz from the comfort of our private suite!  Check out our slideshow of the fun, right here.

2017 Accolades & News

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…

2016 Events

Fall, 2016 Lunch & Learns

Click on the pic above to download our printable flyer and share with a colleague.


Thursday, October 27th from 11:00 a.m. til 1:30 p.m. at Ruth’s Chris, North Dallas
17840 Dallas Pkwy, Dallas, TX 75287

Thursday, November 3rd from 11:00 a.m. til 1:30 p.m. at Ruth’s Chris, Downtown Fort Worth
813 Main St, Fort Worth, TX 76102

Thanks to all of those who attended our Fall 2016 Lunch & Learn events!  Our big winners of each day’s prizes were:

Amazon Echo (Dallas event) – Michael Chapman, with Healthcare Reimbursement Services

Mavs Tickets (Dallas event) – Jonathan Schlessinger, with Connexus

Amazon Echo (Fort Worth event) – Chris Michaels, with Freedom Title

Mavs Tickets (Fort Worth event) – AJ Cruze, with Pine Breeze Technologies

ROE Powers ROIThomas Smith, with Outreach Communications

The Fulcrum Group presentation, “Top IT Trends for SMBs” and Mojo Media Labs presentation “Aligning Sales & Marketing” are here:

Top IT Trends for SMBS

Aligning Sales & Marketing


This event will feature information on the top trends in small business IT including:

Office 365, Cloud, VOIP, IT Outsourcing, Virtualization, and Disaster Recovery
and digital marketing strategies for small business

Two similar events, two dates & locations for you.
You’ll come away with solid information on how to focus your IT for 2017
and some great tips on aligning your sales & marketing strategies.

Be sure you’re following us on social media as we’ll update this page from time to time with fun, pre-event info!  Invite a colleague…or key players on your team!  Share our updates with your contacts using the hashtag #tfgtoptrends 


11:00 a.m. Check in & Networking
11:30 a.m. Lunch Served
11:40 a.m. Mojo Media Labs Presentation: “Sales & Marketing Alignment”
12:20 p.m. Break
12:30 p.m. Fulcrum Group Presentation: “Top Trends in IT for SMBs”
1:15 p.m. Giveaways & Event Wrap Up
1:30 p.m. Event Ends

Questions?  Email us now.

Summer, 2016

Grow Successfully and Exit Successfully
Thursday, July 28, 2016 at Globe Life Park in Arlington, Arlington, TX

B2B CFO logo_8-24-10


The DFW area B2B CFO® partners are excited about presenting “Grow Successfully and Exit Successfully,” an educational event for business owners that adds Texas Rangers baseball entertainment afterwards.

Geared to Business Owners: Businesses are in a constant state of transition, whether it’s to grow, reduce costs, or position to sell. In fact, a record number of baby boomers that own or control privately-owned small to mid-size companies are especially focused on growing the value of their business because they will be executing ownership transition, including a record number putting their businesses up for sale in the next 5-10 years as they retire. These owners will want to maximize the wealth they’ve built up.

Spring, 2016

2016 Fulcrum Group Cloud & IT Business Summit

Fulcrum Group Past Events Cloud & IT Business Summit

Our first Cloud & Business IT Summit was a success!  We were joined by Exemplify and Masergy Security to discuss Cloud Security, Jason Lambert representing Microsoft with some great info on Microsoft Cloud solutions and B2BCFO’s Dave Davenport with advice from Bo Burlingham’s book “Finish Big” and great info for transitioning your business. Other exhibitors who were on-hand to discuss their solutions one-on-one were Digium, Mojo Media Labs, and Vistage.

The impressive macaroni & cheese bar and other delicious food was provided by 360 Catering & Events and as always, we’re happy to have brought you valuable info you can use in your business, a fun night and awesome prizes!  Pictures from our event captured by our favorite photographer, Rick Dalton.

If you couldn’t make it last week, we sure hope to see you at our next event!  Here are our lucky winners of the night, and what they each took home:

Guy Davis w/ United Revenue Corp – Fitbit Charge

Mark Mitford w/ HR Catalyst Consulting – Fitbit Charge

Casey Hege w/ Box Insurance Agency – Beats Headphones

Vi Tran w/ DCS – $250 value Facebook Redesign by Mojo Media Labs

Mark Hughes w/ FC Background – “Finish Big”

Mike Rose w/ Mojo Media Labs – Surface Pro

Rick Staples w/ Transformance – Chromebook

For your convenience, each of the presentations from our Summit are available to download right here.  We hope you enjoyed it and see you next time!

Presentation_B2BFinish Big_Screenshot

B2B CFO®  Dave Davenport on Bo Burlingham’s book “Finish Big” – a guide to business transitions


Exemplify & Masergy Security – Unlocking the Power of the Cloud

presentations_microsoft_microsoftcloud_screenshotCloud Technical Consultant, Jason Lambert – Microsoft in the Cloud

Fulcrum Group Past Events 2016 Cloud & IT SummitDownload our printable flyer for the event!


Date:  Wednesday, May 25th

Time:  4 p.m. til 7:30 p.m.

The Fulcrum Group is located in The Sterling Building at Hwy 377 and Kroger Drive in north Fort Worth, Texas.
5751 Kroger Drive
Suite 279
Fort Worth, Texas 76244
RSVP using the form below:

The Fulcrum Group Awarded 2016 Digium Pinnacle Partner

The Fulcrum Group is proud to share that we have been recognized again this year as a 2016 Digium Pinnacle Partner!  Fulcrum Group Past Events Digium 2016 Pinnacle Award Presentation
This prestigious award acknowledges leading partners who have excelled in developing and growing their partnership with Digium while helping drive customer success.

As a 9-year Digium Switchvox partner (and 4th time special award winner), we offer Dallas and Fort Worth small-medium businesses (SMBs) top VoIP expertise, along with an affordable, robust Unified Communications solution. Explore our VoIP solutions at

The Fulcrum Group is proud to announce our newly acquired Cisco Select Certification! Thru an auditing process, this program validates our technology skills, business practices, customer satisfaction, presales and postsales support capabilities, and other critical factors that customers consider when choosing a trusted partner.  We’re so happy to be able to pass on that value to our customers!

Winter, 2015

Fulcrum Group Past Events Community StorehouseMany folks at The Fulcrum Group will be drumming up some holiday spirit to help out at the Keller Community Store House’s Christmas House on Friday, December 18th.

This program allows for volunteers to take a pre-registered parent around to “shop” for gifts for their children. The parent will leave with gifts for each child, as well as the fixings for a Christmas meal. Getting out of our chairs and involved in our community is so important to us – perhaps we’ll see some of our local colleagues and clients there!

Of course, if you are seeking to help strengthen our community, visit their website.

Summer, 2015

Optimizing Business Value Seminar 2015

If you’re a business owner considering an exit strategy over the next 5-10 years, you may be interested in attending the DFW B2B CFO partners special Rangers ballgame event, “Optimizing Business Value Seminar 2015”.  We’ll be there as a sponsor – and be sure to come by and say hello!

Spring, 2015

Digium 2015 Pinnacle Partner Award Presentation

Fulcrum Group Past Events 2015 Digium Partner Award PresentationThis spring, we were honored to receive Digium’s 2015 Pinnacle Partner Award!Fulcrum Group Past Events Digium 2015 Pinnacle Partner Award

This prestigious award recognizes leading Digium partners who have excelled in developing and growing their partnership with Digium while helping drive customer success.

The Fulcrum Group is an 8 year Digium Switchvox partner (and third time special award winner), offering Dallas and Fort Worth small-medium businesses (SMBs) top VoIP expertise, along with an affordable, robust Unified Communications solution. Read more about it here or explore our VoIP solutions at

Our Digium rep was in town recently and stopped in to present us with this award!
Photo features (from left to right) Aaron Wise, Robert Curtis, Randy Bell (Digium), David Johnson, Fernando Baton, Steve Meek and Tyson Rasanen.

Winter 2014

Fulcrum Group Open House

Open House Flyer_smallpic

Download our Open House Flyer.  

February 5th – 4:30 p.m. to 7:30 p.m.

We’re so excited to celebrate our new location in Keller with you!

After hours on February 5th, join us for great food, drinks, always-awesome giveaways (including a 60″ big screen smart TV), chat with several of our vendor partners,
enjoy networking opportunities and our special guests Four Day Weekend, Fort Worth’s best comedy improv troop!  We will be treated to an inspiring and fun “The Power of Yes, And…” presentation, which might just change how we all think – and do business in the New Year!

Don’t miss this fun time!  Register right here:

If you missed it, here’s a few scenes from our February Open House & Ribbon Cutting

We hope everyone who joined us last week at our Open House had as great a time as we did!  Special thanks to our awesome emcees, Frank Ford and David Ahearn from Four Day Weekend Comedy of Fort Worth, the delicious food served up wonderfully by 360 Catering & Events, also of Fort Worth, and our fav photographer Rick Dalton who captured these great shots and more.

The Fort Worth & Keller Chambers of Commerce helped us kick off the festivities in a fun way and we hope you took the chance to visit with some of our vendors and business partners including Dell, Digium, Ruckus Wireless, Integrated Services, Inc., B2BCFO, Exemplify Group and RapidScale (who also provided some neat giveaways for our attendees).  Congrats to

  • Vi Tran, with Data Center Systems, who was the lucky 60” smart TV winner
  • and Jonathan Flower, with The Liberty Institute, who scored the Dallas Mavs vs. Utah Jazz tickets
  • and other lucky winners who took home some nice giftcards, books and other neat stuff from our partners!

Good times – thanks for coming, everybody!

Other Past Events

DFW Business Intelligence Community Monthly Lunches

Register for this month’s meeting here.


Location:  Noah’s Event Center, Irving (click for a map)

Topic: Back by popular demand, the DFW BI Community welcomes back Adam Saxton of the Microsoft Power BI team. You may also know him as the Guy in a Cube.

The DFW Business Intelligence Community is a resource for anyone contemplating, designing, administering or using BI or Data Analytics. Monthly lunch meetings are typically held at Noah’s Event Center in Irving, TX.  Click on the DFW Business Intelligence community logo to the left to join the group and be alerted of monthly meetings.


Adam will be talking about all of the changes to Power BI. Do you understand how Premium fits in? What is an app workspace and why would you use it? And, what the heck is a capacity? We will take a look at Premium, Apps and App Workspaces along with the changes to embedding. We will also see how Power BI Report Server fits into the picture.

Register today!

HIghlights from our Summertime Small Business Marketing Lunch & Learn

Whitley Penn and The Fulcrum Group (along with our friends from Consolidated Communications) co-hosted a wonderful lunch and learn event today at The Fort Worth Club, downtown, featuring great information on “new” small business marketing (vs. outdated, “old school” marketing techniques), featuring special guest speaker Cheryl Rios, of Go Ape Marketing.  We hope attendees gained a fresh perspective on marketing, enjoyed our tips we shared, and considered a new direction to explore!

Congrats to our big winners of the day:

  • Daphne M. walked away with a brand new Samsung Galaxy tablet
  • Allen D. will be enjoying a $100 gift card to Del Friscos, as will Darla Y!  .
  • All attendees received a free Social Marketing Analysis and Social Setup for their business, compliments of Go Ape Marketing!

Let us know – or feel free to comment on any of our various social media channels (use the links in upper right corner of this page) – how you enjoyed our topic today, what you’d like to see more of next time (or less of), and any other comments you might have – we would welcome your input as we prepare our next Lunch & Learn topic!
Stay tuned for more information on when that will be…

Please feel free to download our presentations from today:

David Johnson presented, “Small Business Marketing Trends…And A Case Study”

Cheryl Rios presented her “Top 5 Marketing Tips”

Tuesday afternoon & evening, July 29th  – Exit Strategy Seminar and Rangers’ game

We are excited to be participating again in this educational event for business owners that adds Texas Ranger baseball entertainment afterwards!  The event will provide educational advice to business owners with respect to the following three (3) key questions:

  • Exit strategy alternatives:  What are the options?
  • Value expectations: What are the drivers and considerations?
  • How to start the process?  How to prepare for the highest value?

There will be giveaways including iPads and a copy of the B2B CFO® Exit Planning Software.


The Hall of Fame at the Rangers Ballpark (south side entrance)


1:30 p.m. to 3:00 p.m. Check-in

3:00 p.m. to 6:45 p.m. Presentations and sponsor networking

6:45 p.m. to 8:15 p.m. Buffet dinner

7:05 p.m. Yankees versus Rangers (ticketed seats in right field)

For more info, contact David Johnson at or register here.
Wednesday, June 25th, The Fulcrum Group & Whitley Penn (with co-sponsorship from our friends at Consolidated Communications) teamed up again for a Summertime Lunch & Learn on the topic of small business marketing, at the prestigious Fort Worth Club – this time, with expert small business marketing advice for you from David Johnson, of The Fulcrum Group and Cheryl Rios, of Go Ape Marketing.

Cheryl Rios is a communications specialist who has more than twenty years of experience directing local and regional media relations, along with event planning, marketing, video production, branding, community relations and corporate sponsorships. 

In the past twenty years Rios has had the opportunity to work in many areas of the journalism, public affairs and communications fields. That experience has given her the ability to communicate with many different audiences internally and externally. Her key driving point is to always work to increase positive awareness about her clients.  

Rios began her career working in television in Springfield, MO as a “one man band” shooting and reporting news stories. She then moved to work as a civic public information officer.  She learned how to navigate municipal media relations from crisis communications to Public Service Announcements.  She moved to the Dallas market where for five years she was a producer/reporter/editor with the number one rated television station in the Dallas/Fort Worth metroplex.  She developed invaluable contacts and experience from having worked on both sides of the camera that she brought with her to lead the communications at Go Ape Marketing. 

Rios is a native of New York and earned her Bachelor of Arts in Broadcasting and Journalism from Evangel University in Missouri.  When not working, she enjoys cooking, playing with her dog and likes spending every minute she can with her teenage son and her family.

Registration form below.

Download our invitation to this technology and small business event.

Fulcrum Group Past Events Exit Strategy at The Ballpark

Fort Worth IT Professionals – June Networking Lunch

If you haven’t already joined our Fort Worth IT Professionals Group on LinkedIn, and you’re an IT professional in the Fort Worth area, please jump in!  Topics of interest are typically driven by previous group discussion. June’s lunch will be held at the Blue Mesa Grill in Fort Worth, topic is “Introduction to Infragard.”   Infragard is a partnership between the FBI and the private sector. It is an association of persons who represent businesses, academic institutions, state and local law enforcement agencies, and other participants dedicated to sharing information and intelligence to prevent hostile acts against the U.S.


11:30am to 11:45am – Networking

11:45am to 12:00pm – Order lunch

12:00pm to 12:15pm – Introductions

12:15pm to 12:45pm – “Introduction to Infragard” Presentation

12:45pm to 1pm – Q&A and Wrap-Up

Fort Worth IT Professionals May Networking Meeting

The LinkedIn group, Fort Worth IT Professionals, is a space where the Fort Worth Information Technology Community may exchange ideas and network together. We invite you to join our group on LinkedIn. Request membership to the group and enjoy access to others in our field here locally.  We’ve started meeting monthly to network and share valuable info on technology related topics.  Come join us! Specifics on our next meeting follow:

Last month, we took in a Rangers game – this time, we’ll be cheering on the Fort Worth Cats in a minor league happy hour event!  Typically, we meet for lunch at a local Fort Worth area restaurant (where the regular lunch menu is available and each person is responsible for the cost of his/her own lunch) and topics are driven by interests of the group, so you can always join us online and throw in your ideas for upcoming topics and discussions! This month, on Wednesday, May 21st at 6 p.m., we’re forgoing lunch for another fun night of baseball!  Join our group and come on out with us!

Fort Worth IT Professionals Typical Lunchtime Agenda
11:30am to 11:45am – Networking
11:45am to 12:00pm – Order Lunch
12:00pm to 12:15pm – Introductions
12:15pm to 12:45pm – Presentation
12:45pm to 1pm – Q&A and Wrap-Up

Contact if you’re interested in attending, or for more information.

Pics & Presentations from our Springtime Lunch & Learn

Thank you to all of those who were able to attend this week’s Springtime Lunch & Learn at the Fort Worth Club with The Fulcrum Group, Whitley Penn & CoAdvantage.  Despite this week’s crazy weather, we were pleasantly surprised at the wonderful turnout!  It was a great time, and we enjoyed our opportunity to spend a little time with you.

We love to give away cool stuff – Congratulations to all of our prizewinners Wednesday, including:

  • Thomas Smith with Outreach Communications – $100 Del Frisco’s Gift Card
  • Linda de Jesus with Fort Worth Convention & Visitors Bureau  – $100 Del Frisco’s Gift Card
  • Rick Ivey with National Cutting Horse Association – Kindle Fire XD
  • Pam Buyers with PMG Advertising Agency – Round of Golf for 4 at Tour 18

We hope that you enjoyed the presentations on Reducing Employer Liability and Human Capital Management CostsA Broad Look at Tax Changes and Business Growth Issues, and How To Take The Fear Out Of Buying Your Next Phone System.  Links to each presentation are available here (just click on each presentation listed).  We hope to see you again real soon – as always, “like” us on Facebook, and “follow” us on Twitter and LinkedIn (our social media buttons are easy to spot in the top-right of our site) to be first to know about any upcoming events, and other Fulcrum Group happenings.

Digium Switchvox Cloud Free Webinar

Join us Tuesday, 2/18 at 2 p.m. CST to discover 10 important reasons why Switchvox Cloud helps your business take the risk out of transitioning to a hosted UC phone system. In this webinar, our VoIP expert will prove to you that Switchvox Cloud will change the way your business communicates, while giving you the security of knowing that you’ve made the right choice.  Register today!

2013/11 Highlights From Fall Lunch & Learn Event at La Cima Club in Las Colinas

David and our iPad winner, Gabriela!
Gabriela, of Metro Bookkeping, wins the iPad!

The Fulcrum Group, CoAdvantage & Whitley Penn co-hosted a networking event which featured presentations on Readying Your Business For The Cloud, Tax Planning for 2014 and Navigating Healthcare Reform from all.  Gabriela of Metro Bookkeeping won a new iPad and we invite to you peruse our presentations geared to growing businesses.

Readying Your Business For The Cloud

Tax Planning for 2014

Navigating Healthcare Reform

2012/04 2012 Customer Appreciation Event and tenth anniversary event

Irving Convention Center, April 11th 2012
Click here to view slideshow of pictures from our fun event. Thanks to everyone able to attend.

2012/03 Fort Worth IT Managers meeting- What’s new in Vmware 5

2011/09 Fulcrum Group Virtualization Event

Trophy Club Country Club, Sept. 15th 2011
Click here to download Steve and Ronnie’s Presentation on Virtualization and flyers.
Click here to view images from the event.

2011/09 Fulcrum Golf Event

Click here to view slideshow images from the event.

2011/05 Fulcrum Group Client Appreciation Event

Irving Convention Center, May 12th 2011

Click here to download Jeff Matthew’s Presentation on Cloud Computing.
Click here to download Alex Kaufman’s presentation on “How to Leverage Cloud Computing Resources”
Click here to view images from the event!

2010/02 Fulcrum Group Client Appreciation Event

2009/10 Fulcrum Group Compliance Seminar

2009/08 New Horizons SpecTECHular! Technology Fair

2009/02 The Fulcrum Group Client Appreciation Event

2008/08 The Fulcrum Group Virtual Computing and Disaster Recovery Seminar

2007/07 The Fulcrum Group Cisco IP Telephony Lunch and Learn

2007/01 Education Service Center- Region XI Technology Fair

2007/01 The Fulcrum Group Disaster Recovery/ Business Continuity Seminar  – Staying Alive!

2006/09 The Fulcrum Group Voice over IP- More Than Just Dial Tone Seminar

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