Category Archives: News

Balanced Growth Congratulates Catholic United Financial for Reaching a Historic Milestone!

Catholic United Financial (CUF) has been a client of Balanced Growth (BG) for 2 years and we want to congratulate CUF on their historic milestone of reaching one billion dollars in total assets for the first time in their 141-year history! BG is proud to be associated with CUF. We recently facilitated the development of […]

Balanced Growth Takes Fraternal Alliance Members through the Strategic Planning Process

Balanced Growth led an interactive educational session on strategic planning at the fall “Meet and Eat” membership event of the American Fraternal Alliance (AFA). Held on November 5th, the event was hosted by the Catholic Order of Foresters in Naperville, Illinois. In attendance were over 50 leaders (staff and volunteer leadership) from 12 different fraternal member organizations […]

Balanced Growth Supports American Troops through Operation Reach Out

For the past 12 years, GBU Financial Life (GBU) has teamed up with community volunteers to pack and ship care packages to deployed USA troops in Iraq and Afghanistan. Balanced Growth is excited to announce our Corporate Sponsorship to GBU’s Operation Reach Out, as a commitment to our client GBU, and in support of our […]

Balanced Growth Facilitates Partnership in Innovation

Balanced Growth (BG) was hired by Catholic Financial Life (CFL) and Catholic United Financial (CUF) in 2017 explore the possibilities of creating shared platforms that would create synergies between the two not-for-profit, fraternal benefit societies. One result of the strategic initiative was an agreement to pursue technology solutions together to create greater value at a lower overall cost than pursuing the […]

Balanced Growth Supports Fraternal Foundations

Balanced Growth proudly sponsored the annual golf outing of two fraternal benefit societies and current Balanced Growth clients, Catholic Financial Life and GBU Financial Life. The Triennial Catholic Financial Life Foundation Golf Outing was held on Monday, September 30, 2019 at the Wisconsin Club Country Club in Milwaukee, Wisconsin. The 2nd annual GBU Foundation Golf Outing […]

Innovate or Become Irrelevant

Consider the retail apocalypse that has taken place recently. Many retailers have been “Amazoned”. Others, like Walmart and Target, have expanded their e-commerce capabilities and, at the moment, look like survivors. How did Amazon do it? Will your company remain relevant over the next few years? The challenge of how to innovate in today’s evolving landscape […]

Balanced Growth Leads Session at AFA Spring Symposium

Balanced Growth partnered with the CEO of GBU Financial Life, Bill Hunt, and the CEO of the American Fraternal Alliance, Joe Annotti to lead the strategic planning workshop at the American Fraternal Alliance (AFA) Spring Symposium held May 28-30, in Chicago. The Spring Symposium was attended by approximately 180 attendees from fraternal organizations across the […]

Balanced Growth Leads Strategic Planning Retreat for Client American Venous Forum

Balanced Growth Consulting (BG) recently led the Strategic Planning Retreat for its client, the American Venous Forum (AVF). The 2-day retreat, held in New York City, included members of the Board of Directors, several past presidents, other leaders, and four staff for a total of 23 participants.  Incorporating BG planning methodologies used with other clients, […]

Balanced Growth Hosts Executive Roundtable

Last week in Chicago, senior executives from the insurance industry met to discuss emerging trends in technology and innovation during Balanced Growth Consulting’s inaugural Executive Roundtable. The meet-up brought together leaders from the life insurance and financial services sector and included executives from American Enterprise Group, Catholic Financial Life, Catholic United Financial, iPipeline, Modern Woodmen of America, Options Clearing Corporation […]

Closing the Year with Executive Roundtable Dinner

In conjunction with the Executive Roundtable Meeting, Balanced Growth hosted a cocktail reception followed by dinner at Truluck’s Seafood & Steak Restaurant. Truluck’s is a favorite of the Bordui family and has recently received the Award of Excellence from Wine Spectator. The evening was an enjoyable end to a year marked by new partnerships, emerging […]