Membership Partners

Partner Benefits

• 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

Partner Qualifications

• $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

Partner Process

• 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