CB Resource has developed a suite of solutions designed to meet the specific needs of each our client’s ERM requirements.  Our ERM solutions are modular in design, whether you are looking to fully implement an entire ERM process, implement it in phases, or enhance your existing process; we have an approach built for you.

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    CB Resource understands that Capital Plans may serve different priorities. Whether you are responding to a regulatory requirement or setting your path for strategic growth, we will ensure that your plan is well thought out, comprehensive, and properly aligned with the bank’s strategic plan.

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    We help engage management and the Board in developing a plan that clearly defines a course of action that will maximize the bank’s earnings, capital and franchise value.  Our proven planning process ensures that your bank is effectively evaluating meaningful strategic alternatives and producing a plan that is targeted and executable.

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For more information about our webinars, please contact us directly (949) 502-6863, or fill out our contact form here.


About Us

CB Resource Inc. (“CBR”), is a new age consulting and information service firm dedicated to serving the strategic planning, capital planning and ERM implementation needs of community bankers and their Boards. With price, accuracy, speed, and virtual delivery at the center of its business model, CBR serves the risk management and planning needs of community banks throughout the United States.


  • "ERM control document and Board and management report  - reviewed with both regulators (State and FDIC), both were very impressed with CB Resource work product."
    CEO, California
  • “CBR, wanted to let you know that our examiners just finished reviewing our capital plan.  They were very impressed.  In fact, they said it was the best one that they had seen.  We are a national bank therefore the OCC is our examiner.“
  • "Your ERM solution was just what our Board and management team were looking for.  We found the process to be clear and concise.  The integration moved smoothly from governance, risk appetite, assessment and risk profile.  We have a clear course of action to build on our initial implementation and operationalize ERM going forward."
    Chief Risk Officer, Mid-West
  • "CBR, we visited with the OCC this morning about the capital plan that you helped us develop.  Our examiner in charge was very complimentary about the plan and did not recommend ANY changes.  Thanks very much for your assistance in developing the plan.  A job well done."
    Chief Financial Officer, South Dakota
  • "ERM control document and Board and management report  - reviewed with both regulators (State and FDIC), both were very impressed with CB Resource work product."
    CEO, California
  • "DIY Strategy was indispensable in supporting our strategic planning process.  The detailed research, the power point for our planning session and the strategic and action plan template was directly in-line with what our Board and the Regulators were looking for."
    CEO - Oakland, CA
  • "We have never produced such a comprehensive and professional plan."
    CEO - Miami, FL
  • "Working with our virtual coach made the entire planning process, seamless, and extremely efficient."
    CEO - Southern Texas
  • "When I first saw the strategic plan product, my initial response was, I can’t believe what I am getting for the price."
    CFO - Central Illinois
  • "We engaged CB Resource to prepare and advise us on our capital plan.  The level of detail, both qualitative and quantitative exceeded our expectations.  The plan was presented to our Board and the Regulators, the feedback was exceptional.  Great work.  Fast. Professional."
    CEO - Central Texas
  • "We include the CB Profile in our quarterly investor relations package.  Our investors and key customers appreciate the detail and professional presentation of our Bank’s performance.  The fact that it is provided by an independent third party lends credibility to our communication.  We have subscribed to this product for years."
    CFO Northern California
  • "CB Resource’s strategic planning process is the best experience that my board and I have engaged in to support of our planning process.  Board and management found the process to be right on point in developing our strategic priorities.  The plan itself was the best output that we have seen (Detailed 40 page document).  We would recommend CB Resource to any bank that wants their strategic plan to be a fully-integrated part of leading their bank."
    CEO - Raleigh-Durham, NC
  • "We have subscribed to the CB Peer Analysis Scorecard & Report since it was introduced.  We specifically value the custom peer section with the peer scorecard.  We use the scorecard to establish our performance goals, compensation plans, and report to the Board on our Bank’s performance.  Nothing like it in the market place."
    CEO - Chicago, IL

Events And News

Webinar: Tues, Jan. 19, 2016 at 10:00 AM PST
ERM Implementation – A Primer to a 5 Step Process
Learn more HERE.

March 17, 2015: CB Resource, Inc. Elevates Integrating Audit Schedule With Enterprise Risk Assessment
Read More HERE.