Two of Balanced Growth’s clients, Catholic Financial Life and Catholic United Financial, have joined forces to create Conventus Now, a groundbreaking technology initiative to drive more innovation and collaboration in fraternal markets. Check out our case study for more information.

Innovation and productivity are the dual engines that drive the economy of the United States. It is innovation that is the unique, differentiating factor that allows the U.S. to lead the world and lead the future. At the Executive Summit of the American Fraternal Alliance, Jason moderated a session entitled “Thinking Big: Innovation in the […]

Balanced Growth has worked with Modern Woodmen since 2012 on an array of operational, technology and strategic initiatives. This year, Modern Woodmen is embarking on a long-term strategic planning process. The organization asked Balanced Growth to provide insights as an input to the strategy and to participate in the annual board retreat. Read more about […]

This month, our client spotlight highlights our work with Modern Woodmen of America, on projects ranging from co-facilitating a board retreat to a number of strategic planning initiatives. We also included our team’s key takeaways from the Global Leadership Summit, as well as some highlights of a few events we attended in August. Read the […]

The Balanced Growth team attended the 2023 Global Leadership Summit in South Barrington, IL. Every year, hundreds of thousands of leaders from a variety of backgrounds tune in from 123+ countries to hear from CEOs, Pastors, and other inspirational leaders. Here is a glimpse into the Balanced Growth team’s top takeaways from two days jam-packed […]

Read the new issue of Balanced Growth Insights! This month, our client spotlight highlights BG’s work in strategy development for a leading medical association, as well as implementing this strategy and providing operational support to do so. Other highlights from the July issue include our recent work with NSS Life, a BG Team Spotlight, and […]

The June issue of Balanced Growth Insights is here! In this newsletter, we excitedly announce the rebranding of one of our longest-standing clients, highlight a returnship program created by one of our strategic alliance partners to support women returning to the workforce, and touch on an industry record. Don’t miss this issue! Click here to […]

In the past 6 weeks, we had the privilege of serving one of the nation’s leading healthcare institutions through strategic planning, hosting twenty-four of our client leaders at an industry event, attending a far-reaching insurance leadership summit with an international audience, and serving the students of a school in New Orleans. Read more in the […]

Balanced Growth worked with the UMass Memorial Health Division of Vascular and Endovascular Surgery on a strategic plan. During this process, BG interviewed the team members of the Division, administered a survey, reviewed extensive background information, and conducted a strategic planning retreat. Together, BG and the Division worked to create a strategic plan to guide […]

Strategic Planning has been a big emphasis of our clients in 2023 especially due to the complexities of the current economic environment. Check out our newest issue of Balanced Growth Insights featuring our top white paper on strategic planning, The Integrated Enterprise: A Strategic Framework; a previous client spotlight Creating a Culture of Innovation, highlighting […]

2022 was a difficult year for the U.S. economy. Although January 2023 started with some promise; recession looms, inflation persists, and new pressures have emerged with bank failures and instability among regional banks. What this does this mean for our thinking as leaders? Learn from BG President and Founder Jason Bordui and key industry leaders […]