Balanced Growth Hosts 2nd Annual Executive Roundtable

Senior executives from the insurance and financial services industries met in Chicago in December 2019 to discuss emerging trends in technology and innovation during BG’s 2nd Annual Executive Roundtable. The meet-up included 19 senior executives including 4 CEO’s from American Enterprise Group, American Enterprise Ventures, American Fraternal Alliance, Catholic Financial Life, Catholic United Financial, Delta Dental of Missouri, GBU Financial Life, iPipeline, Modern Woodmen of America, Options Clearing Corporation and RGAX. The two-day event took place at the award-winning Langham, Chicago and the University of Chicago’s Booth School of Business’s Gleacher Center. 

As our flagship event, the BG Executive Roundtable strives to create an experience that is engaging, insightful, and memorable by connecting leaders in a small group setting. Dave Keith, COO of American Enterprise Group, sees the Roundtable as an, “Opportunity to share and discuss ideas and business solutions that have common threads across the various businesses that encourage discourse and networking.” 

This year’s Roundtable focused on four thematic areas: Strategic Planning, Innovation, InsureTech, and Operational Excellence Informed by Data and Enabled by Technology. Each area was led by executives who shared real-world experiences and challenges they have been facing. Spirited conversations were facilitated by the leaders of BG. “It was energizing to share knowledge with top leaders on the topics of Strategy, Innovation and Operational Excellence driven by data and technology,” said Julie Larson, VP of American Enterprise Ventures.

Trends like transformation, innovation, digital, artificial intelligence, robotics, predictive analytics, and others were discussed. “Balanced Growth not only adds value as a consultant to our business, they connect me with their clients, all astute business leaders, to collaborate and envision new opportunities. Their Executive Roundtable is a perfect example of this effort,” said Mike Ahles, Senior Vice President, Catholic United Financial.