A Comprehensive Business Platform Strategy for Fraternal Organizations


Presenters: Harald Borrmann, CEO & Chair of the Board, Catholic United Financial and Bill O’Toole, President & CEO, Catholic Financial Life

Visionaries run their companies with imagination, always looking at the big picture with an open mind. Their positive energy is infectious, motivating their organizations to take that leap…

Conventus Now, a new venture combining Catholic Financial and Catholic United, shares their strategy for streamlining new business operations and modernizing policy administration. Hear from the CEOs of both organizations as they discuss their mission, and the search for a comprehensive platform that began with 33 vendors and ended with 1 strategic partner, iPipeline.

Catholic Financial Life, Catholic United Financial, Connections 2020, Conventus Now, Harald Borrmann, PAS, SSG Digital, Visionary Award