Our leadership team is made up of respected business leaders and highly experienced solution providers. With each engagement, we strive to earn our clients complete trust. Regardless of the scope or challenges of our projects, we are passionate about helping our clients achieve their strategic business objectives.
Jason has served as his clients' transformational partner and business advisor for over 30 years. He is well-known for developing high impact strategies with his clients that create remarkable value and achieve sustainable results. His expertise includes Strategic Planning, Operations & Technology Strategy, Innovation and New Venture Strategy, Business Process Design, Organizational Development, Leadership Development and Coaching, and Strategic Program Leadership. Jason is active as a speaker at industry conferences and leadership events.
Jason differentiates his consulting services by delivering results with a balanced focus on customer value creation, revenue growth, productivity improvement, cost savings and organizational excellence. He delivers strategic, operational and technology plans that are both far-reaching and attainable.
Jason has served dozens of clients and has earned a positive reference from 100% of them. His clients have earned numerous awards including Insurance & Technology Elite 8, Top 5 IT Innovation, and Innovation of the Year. Jason focuses on serving the needs of the following sectors including Insurance, Financial Services, Healthcare, Technology Services and Associations.
Jason's key clients have included: Allianz Life, Amerigroup, American Academy of Pediatrics, American Academy of Periodontology, American Dental Association, American Enterprise Group, American Enterprise Ventures, American Venous Forum, Aon Corporation, Baker Hughes, BetterLife, Blue Cross Blue Shield of South Carolina, Catholic Financial Life, Catholic Order of Foreseters. Catholic United Financial, Chubb Insurance, CNA Financial, Conventus Now, FCSLA Life, Florida Blue, GBU Life, Information Resources, Modern Woodmen, National Institutes of Health, NSS Life, Phonak, Prudential Financial, Security Benefit Corporation, SE2, State Street Corporation, UMass Memorial Health and others.
Jason graduated with Distinction from the Indiana University Business Honors Program with dual degrees in Marketing & Finance. Jason has also completed International Studies at the University of Cambridge (England).
Prior to starting Balanced Growth Consulting, Jason was a Managing Director at Keane, Inc. (now NTT Data) and a Senior Vice President at Keane Consulting Group.
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Amy is an effective leader with consulting and management experience in various industries and across diverse environments. She has a successful record of building strong business relationships with clients and staff members at all levels. Prior to joining Balanced Growth, Amy managed a team of over 200 at peak season as Contact Center Director and Training Manager at FTD.COM. Previous to that, Amy was a Senior Consultant at Keane Consulting Group (formerly Bricker & Associates). Key clients at Keane include: Aon, USG and Comdisco.
As a key member of the Balanced Growth team, Amy successfully worked with the leadership of the American Academy of Periodontology to develop an innovation strategy designed to accelerate top line growth. Working with the American Enterprise Group, Amy helped develop and implement the operational strategy and business architecture project. At Balanced Growth, Amy led the Voice of the Customer project and led the redesign of the organization’s web site.
Amy's expertise includes contact center operations, customer service, training, business process design, implementation leadership, organizational development and operations strategy. She is adept at managing highly complex projects and has the unique capability of working seamlessly within large and highly diverse organizations as a trusted consultant and business advisor.
Amy graduated with Highest Honors and a Bronze Tablet Scholar with a degree in Business Administration and Marketing from the University of Illinois, Urbana-Champaign.
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Vicki’s distinguished career includes more than 20 years of service both as an internal and external consultant to numerous not-for-profit, professional association, government, and corporate clients. Vicki consults with clients to transform current operations while also innovating and implementing new capabilities to create the future environment. She collaborates with clients to maintain a laser focus on execution to ensure ROI is achieved.
Vicki has consulted alongside Jason Bordui since 2008, partnering with clients to help them achieve breakthrough performance. Her expertise includes business process design, organization design, organizational development, business process outsourcing, eCommerce, merger and acquisition integration, and operations strategy and execution.
Vicki's prestigious clients include: American Academy of Pediatrics (AAP), American Dental Association (ADA), American Association of Oral and Maxillofacial Surgeons (AAOMS), Gateway Foundation, World Relief, Hewitt Associates (now Aon Hewitt), Office of the Chief Medical Examiner of the District of Columbia, Office of the Chief Technology Officer of the District of Columbia, North Carolina Department of Revenue, Information Resources, Inc., Kemper Corporation, Aon Corporation (now Aon plc), Target, USG, se2, Modern Woodmen of America, and American Enterprise Group.
Vicki graduated with honors with a Bachelor of Arts in Mathematical Methods in the Social Sciences with a dual major in Psychology from Northwestern University, Evanston, IL and Master of Science in Organization Development from Loyola University, Chicago, IL.
Allie joined Balanced Growth in February 2021. As a Strategic Communications Consultant, she is responsible for marketing and social media, as well as developing strategy to enhance client relationships and managing with corporate communications.
Before joining Balanced Growth, Allie worked in the White House and on Capitol Hill, where she developed her skills in research, writing, communications, and strategic management. Her strong organizational skills, keen eye for detail, and ability to craft effective communication has allowed her to coordinate effective policy research and develop positive internal and external relationships.
Allie graduated with honors from Pepperdine University in Malibu, CA, with a Bachelor of Arts in Political Science. While at Pepperdine, Allie also studied Spanish for two semesters in Buenos Aires, Argentina, and earned a Certificate in Conflict Management from the Straus Institute of Dispute Resolution at Pepperdine School of Law.
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John Forbes has executive leadership experience in Fortune 50, start-up, and global non-profit organizations primarily in the health care industry. Prior to joining the Balanced Growth team he served as the CEO or COO of the American Academy of Periodontology, the American Academy of Pediatrics and a unit of the American Red Cross’ Biomedical Services. His professional experience includes leadership roles with Northfield Laboratories, Baxter International, and Procter and Gamble.
John’s expertise includes: business development, governance, strategic planning, organizational design and development, product and program management, financial management, leadership development and international relations. He has extensive experience working with Boards of Directors and serving as a board member for several organizations.
Currently, John leads the American Venous Forum, a medical specialty organization and a Balanced Growth client, serving as its Executive Director. He serves on the Board of Directors of Kalocyte, a biotechnology start-up developing a novel hemoglobin-based oxygen carrier.
John interfaced with the Balanced Growth team as a client from 2008 to 2015. His insights from the client perspective and understanding of how consulting services can add value to an organization are key to his consultative and advisory role.
John has his MBA from Loyola University, Chicago, Illinois where he majored in international business and marketing. His undergraduate degree is from Miami University, Oxford, Ohio where he majored in economics and political science.
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