STRATEGIC PLANNING SOLUTIONS

The CB Resource team has decades of strategic planning experience. We employ a comprehensive and proven strategic planning process, which includes facilitation, situational analysis, risk assessment, growth/value alternatives and development of a targeted and measurable plan.  The resulting plan is comprehensive and in-line with elevated regulatory expectations.

CB Strategic Plan™

The CB Resource team has decades of strategic planning experience. We employ a comprehensive and proven strategic planning process, which includes facilitation, situational analysis, risk assessment, growth/value alternatives and development of a targeted and measurable plan.  The resulting plan is comprehensive and in-line with elevated regulatory expectations.

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CB Peer Scorecard and Analysis Report™

A custom bank performance report designed specifically for the bank board and management team. The unique performance scorecard component provides the structure to assess, manage, and communicate how your bank is performing in critical areas that drive value. 

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CB “Board” Governance Self-Assessment™

Ensure your board is performing in accordance with regulatory, industry and best practice governance disciplines.  Includes risk management, fiduciary responsibilities, board effectiveness and 11 other critical categories.

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CB DIY Strategy™

A comprehensive Do-It-Yourself strategy package that includes all the necessary components for a bank’s management team and Board to conduct an effective strategic bank planning process and develop a targeted and comprehensive strategic plan. 

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CB Loan Scorecard and Analysis Report™

A custom bank performance report designed specifically for the bank CCO/CLO, CFO, CEO and the board. The unique scorecard component provides the structure to assess, manage, and communicate how your bank is performing in critical areas that drive loan portfolio value.

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