The Fulcrum Group · Executive Exchange

Peer Conversations for DFW Leaders. Not Presentations.

A small, invitation-only lunch where North Texas executives compare notes on the technology decisions landing on their desks. No slides. No sales pitch. Lunch is on us. The one thing we ask: bring one fellow executive you respect.
Next: Thursday, November 5, 2026
Where: Winewood Grill, Grapevine
Topic: AI for Business Leaders
Seats: 10 to 12
Your ask: bring one executive guest
Request a Seat
Peer-ledExecutives set the direction. Steve Meek moderates; the room does the talking.
Small table10 to 12 leaders around one table, so everyone is heard.
Candid and practicalWhat is working, what is not, and what to do next. Nothing is attributed without permission.
Who should attend

Built for the people who make the call

  • CEOs, presidents and business owners
  • COOs, CFOs and other executive leaders
  • City managers and utility leaders
  • Leaders of organizations with 20 or more employees

Every attendee brings one guest: another owner, CEO or president you respect, ideally from an organization with 20 or more employees and not a direct competitor of anyone at the table. It is the kind of person you would want to grab lunch with anyway. Seats are limited, so we confirm each attendee and guest personally.

What we heard

Takeaways from past sessions

After each Exchange we publish a summary of the conversation, with no names attached, so more leaders can put it to use.

Executive Exchange 001 · September 15, 2026 AI Adoption, Security and Practical Use Cases Leaders are past the curiosity stage. What they use AI for, what worries them, and a practical 90-day agenda.
Read the summary →
Request a seat

Join us on November 5

Tell us about you and the executive you plan to bring. Not sure who yet? Leave it blank and we will follow up. We will reach out personally to confirm both seats and share the details.

FAQ

Good questions

Is there a cost?

No. Lunch is on us. In return, we ask each attendee to bring one fellow executive they respect.

Is this a sales pitch?

No. There are no slides or product demos. It is a moderated conversation among peers. If you want to talk with Fulcrum afterward, we are happy to, but it is never part of the session.

Who should I bring?

Another business owner, CEO or president you respect: someone from a networking group, a vendor you like working with, or a friend who runs a company. Ideally they lead an organization with 20 or more employees and are not a direct competitor of anyone at the table. Once you share their name, we will reach out to them personally.

What if I can't think of someone to bring?

Request your seat anyway. If someone comes to mind before the event, just let us know. The conversation is worth it either way.

What if I can't make November 5?

Request a seat anyway and check the box to hear about future sessions. We hold an Exchange every few months.

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Your guest

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Future sessions