“At United Bank, our business model, rapid growth trajectory, and CDFI mission, require a process the integrates targeted business performance and risk management processes and tools.  CB Resource has been instrumental in facilitating the development of our strategic and implementing our CBR ERM program.  Additionally, their quarterly ERM board and management report plays a critical role in tracking our reporting our performance and risk.”

“CB Resource understands our business priorities.  Working with our senior team and board, their ERM, Strategic and Capital Planning solutions play a critical role in aligning our risk management systems and controls with our financial and business performance priorities.”

“We found CB Resource at a time when we were expanding our service offerings.  Through the integration of our strategic plan, capital plan and risk management effort, they truly helped us mature as an organization.  They have helped foster a performance minded, yet risk aware, culture within our bank.”

“CB Resource has elevated our risk monitoring and reporting.  We are a growing company and are continually looking for ways to adapt to the challenges of our industry.  The assistance with strategic and capital planning and risk management tracking is an essential part of aligning our goals and priorities.”