News & Events

CBI conducts two, one day seminars on Managing Bank Pricing for TMAC.  These seminars are based on CBI’s 2009 Survey of Bank Pricing and cover both introductory and advanced topics.  For information on these seminars, including cost, locations, and dates click on Money in Motion Seminar Schedule.

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In May 2008, Association for Financial Professionals published an interview with CBI’s President, Dick Clark in their flagship magazine, AFP Exchange.  Titled Canadian Banking Costs: Staying Ahead of the Game in Times of Crisis the interview anticipates 2009’s steep increases in bank renewal pricing and talks about the role of benchmarking in dealing with the new pricing demands.

To read a PDF of this article click here.

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In January 2006, CB Intelligence debuted on Report on Business Television.
SqueezePlay viewers were treated to a primer on the value of benchmarking
banking arrangements. Anchor, Amanda Lang, summed up the broadcast in one
telling comment: "A lot of companies will benefit from this."

To view the ROB TV clip click here.

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In December 2006, CAMagazine published a feature article on benchmarking banking arrangements. Titled “Level the Paying Field”, this article is touted as a “must read” for financial professionals:

• It opens with the tough questions about bank pricing that every company should be asking
• Outlines why banks hold the upper hand in banking negotiations
• Explains how principled negotiating and benchmarking can level the playing field at renewal
• Explains how CFO’s, banks, and their financial advisors benefit from this new approach to fee negotiations
• Recommends a six steps program to more competitive banking arrangements

To read an English PDF of this article click here.
Pour lire un PDF français de cet article cliquez ici.

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In October 2006, The Bottom Line ran a one page article on CB Intelligence. Entitled New Company Aims to Take on Banks over Fees this article:

• Introduces its readers to the benchmarking services provided by CBI
  
• Outlines the reasons that principled negotiating and benchmarking are needed to level the playing field when companies negotiate banking arrangements.
• Quotes an independent CFO whose experience with the CBI Survey and benchmarking is favourable.

To read a PDF of this article, click here.