Author Archives: Allie Woodward

Balanced Growth Insights: October 2023

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 Fraternal Sector.”

Learn more about innovation and highlights from our recent trips in this new issue!

Client Spotlight: Navigating Strategic Horizons

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 partnership between Balanced Growth and Modern Woodmen in our most recent client spotlight: Navigating Strategic Horizons.

Balanced Growth Insights: September 2023

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 September Issue today!

Leading with Impact

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 with wisdom and empowering tips on leadership and life.

Balanced Growth Insights: July/August 2023

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 where we will be in the upcoming months.

Balanced Growth Insights: June 2023

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!

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Stay connected: The May issue of Balanced Growth Insights is here!

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 May 2023 issue of Balanced Growth Insights!

Client Spotlight: Strategic Planning Retreat for Healthcare Innovation

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 the next stage of growth and excellence for the Division.

Balanced Growth Insights (April 2023)

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 our work with American Enterprise Group; and highlights from the Global Insurance Symposium in Des Moines this past month.

Balanced Growth Insights (March 2023)

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 about The Impacts of Global Economic Change on the Insurance Landscape, check out BG’s newest client spotlight, and read Jason’s takeaways from the LIC Annual Conference – all available in this new issue of Balanced Growth Insights.