Partner Program

CBAO pairs great businesses with the community banking industry. Our partner program is designed to foster mutually beneficial relationships between quality businesses and our members. CBAO Partners enjoy exclusive benefits and marketing opportunities while CBAO members benefit from our partners special offers and promotions. 

Interested in becoming a CBAO Partner? Explore our partner benefits, qualifications and partner process. 

Please contact Jim Sarosy at 614.846.2170 for additional information.

 

  • 50% discount on education and training, convention and special events, and compensation reports
  • 5-50% discount on partner products and services
  • Community banking career center
  • Subscription to The Ohio Community Banker quarterly magazine and one copy of the Ohio Financial Institutions Directory and Fact Book annually
  • Subscription to Community Banking Connected electronic newsletter
  • Priority notification for attendance at events, advertising and sponsorship opportunities, and exhibit booth space at annual convention
  • 30% discount on marketing and advertising
  • Listing and link on CBAO website and listing in The Ohio Community Banker
  • Quarterly mailing of membership lists
  • Member referral for products and services
  • Use of CBAO partner logo

  • $975 annual membership dues (invoiced annually)
  • Invoice unpaid 30 days after due date, may forfeit partner status
  • Partner on agreement basis
  • Payment of agreed revenues based on last membership list provided by association
  • Perpetual agreement with 60 day out clause (without clause, upon notification by either party)
  • Exclusive partner for Community Bankers Association of Ohio
    • No competitive endorsements without prior written approval by CBAO
  • Exclusive partner only for primary product(s) as listed in agreement
  • Marketing materials available to CBAO for distribution
  • Number of years in business
  • Number of consecutive years as CBAO associate member
  • Presentation(s) to CBAO board or committee(s)
  • May be subject to reference check, due diligence and on-site review
  • Provide balance sheet and income statement to be reviewed by CBAO representative or designate
  • Annual financial information must be supplied
  • Dunn & Bradstreet and/or Robert Morris Associates review
  • Trial period with CBAO board of directors
  • 50% less of agreed upon full partner revenue/discounts during trial period (maximum 12 month period) that increases upon full partner status to 100%
  • Partner royalties are paid for three (3) years after date of termination of agreement
  • Renewal of existing clients/CBAO members to CBAO partner program as contracts renew
  • CBAO members must remain members to continue to qualify for pricing/discounts from CBAO partners
  • CBAO membership termination results in non-member pricing within 30 days of notice
    • Needs to be included in each individual contract between partner and CBAO member 
  • Assist with formal or informal survey of membership to determine service and product quality
  • Members of other state associations are included in current agreement when partner is notified

  • Application for CBAO associate membership
  • Payment of annual dues
  • Review of benefits and CBAO partner qualifications
  • Review of partner agreement
  • Agreement of financial opportunity for member and association
  • Due diligence
    • Financial information review
    • Reference check
    • On-site review
  • Meeting with CBAO board of directors
  • Pilot program
  • Announcement of partner status