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 country. Positioned in the Governance track, the session was aimed at board members and senior executives of the fraternal organizations. According to Allison Koppel, AFA COO, the workshop was met with rave reviews from attendees, and was rated as one of the top two workshops by those who attended.

Balanced Growth has significant experience in strategic planning and has helped many of our clients develop and execute their strategic plans. As a value add to the Symposium, Balanced Growth provided the attendees with a white paper on strategic planning. 

The framework provides a holistic view of an organization’s journey in developing, operationalizing, and executing its strategy. It is intended to serve as a guide for organizations that are about to undertake strategic planning activities or may be executing their strategic plan and has been customized for the fraternal sector. Read The Integrated Enterprise – A Strategic Framework whitepaper below.

The AFA, a national trade association, unites 59 not-for-profit fraternal benefit societies, and represents nearly 8 million individuals nationwide. Balanced Growth is an associate member of the AFA and is proud to be working with the following five leading fraternal organizations.

Balanced Growth Consulting specializes in strategic and operational innovation. We create enduring value for our clients by enhancing customer experiences, achieving operational efficiency, and generating new sources of revenue. In collaboration with client leaders and teams, we design, implement, and accelerate high-impact operational, technology, and innovation initiatives.