CB Journal
Monthly newsletter highlighting top performing small to midsized banks, industry trends,
and other topical issues.

CB Peer Performance Analysis Report 
Comprehensive quarterly report which includes a custom peer group, UBPR peer group, performance scorecard and over 40 charts and graphs illustrating your bank's strategic performance. 

CB Profile
A custom quarterly investor report summarizing your bank's financial and operating performance.

CB Loan Portfolio Management Report 
Comprehensive quarterly report illustrating your bank's performance compared to a custom and UBPR peer group.  Consists of over 25 charts and graphs covering critical performance categories.

CB Bulletin
Weekly industry report summarizing FDIC closings and Merger/Acquisition activity from the previous week.  Also includes 10 year trends analysis.

Custom Research and Analysis
Bank specific research reports designed to your bank's unique requirements. 

CB Strategic Planning Program (Kit)

A complete strategic planning package that provides all the necessary components for the bank to thoroughly conduct the planning process and develop a comprehensive strategic plan.

CB Customer Survey
Web-based survey tool designed to capture specific product and service feedback from your small and mid-sized business clients.

CB Board Governance Survey
Web-based board governance best practice assessment. It is completed by board members and indicates how the board is performing in the critical areas of their fiduciary responsibilities as board members.

CB Leadership 360 Survey

Web-based unique 360 assessment that clearly identifies the best practiced attributes that will help an individual become a more effective leader.

CB Employee Climate

Web-based survey in which management and employees respond to 55 best practice statements focusing on cultural best practices.