What We Do
We take a consultative approach to understanding your current compensation philosophy. Our team will benchmark your organization’s compensation structure against comprehensive survey data to determine competitiveness and relevance against the evolving retail financial service marketplace. We provide recommendations and strategies to ensure ongoing recruitment and retention success for your organization
For the past three decades, credit unions have associated our name with the best in executive search and consulting. Our reputation has grown nationwide as credit union directors, CEOs and staff have benefited from the industry dedication of our professional services team. Recognizing that credit unions have special needs, we set out to build an organization resourceful enough to handle any task, yet specialized in the nuances of the credit union movement. Our team is comprised of seasoned professionals, uniquely qualified to help our clients execute key organizational strategies. Setting a standard for a new generation of service and best business practices, O’Rourke & Associates offers expertise.
The key to our success is the ability to identify those individuals with high potential to assist our clients in the execution of major strategic initiatives. The team at O’Rourke & Associates is actively engaged in developing real relationships with a broad candidate pool to successfully align both seasoned leadership and emerging talent with the needs of our clients.
About Our Firm
Our exclusive focus on financial services provides us with the depth of knowledge and experience necessary to help our clients maneuver through a continuously evolving marketplace.
CEO & Executive Recruitment
With extensive knowledge of financial institutions and services, we develop a specific recruitment plan that enables you to select the very best candidate for your organization.
Compensation & Retention Analysis
Our team will take a consultative approach to understanding your compensation philosophy. We provide recommendations and strategies to ensure you remain competitive in the marketplace
Heartland Credit Union Association
The Heartland Credit Union Association (HCUA) Board of Directors is pleased to announce that Brad Douglas has been selected as Chief Executive Officer after an extensive national search. Brad will be taking the helm at the end of the month. HCUA is the result of the consolidation of the Kansas Credit Union Association and the Missouri Credit Union Association. Both Marla Marsh, CEO of Kansas and Don Cohenour, CEO of Missouri will be retiring March 31, 2016 as Brad takes over leadership of the organization.
“We are fortunate to have found Brad, who brings incredible depth and breadth of experience to the Heartland Credit Union Association,” said Judy Hadsall, HCUA board chair. “Not only is he well-versed in leading teams and growing organizations, he has key connections with legislators and leaders throughout the Midwest and in Washington D.C., which will help us to advance our advocacy efforts. I am confident that Brad’s keen insight into public affairs and his strategic vision for the association will create an environment where credit unions can thrive.”
Stanford FCU Selects Joan Opp As It’s New President/CEO
PALO ALTO, CA – Stanford Federal Credit Union announces today it has selected credit union industry veteran Joan Opp as its new President and Chief Executive Officer. Opp will assume the post on May 14, 2010. Incumbent John R. Davis is retiring after 14 years with Stanford FCU, during which period the credit union grew from $160 million to over $1 billion in assets.
Ms. Opp brings 15 years of executive level management and accounting experience to Stanford FCU. Since 2002, she has served as Executive Vice President/CFO at Texas Trust Credit Union (TTCU), overseeing accounting, information technology, marketing and business services, as well as three Credit Union Service Organizations (CUSOs), specializing in insurance services, investment services and software development. She chaired TTCU’s Customer Relationship Management, Compliance and ALCO committees, and served as past Chairman of the American Institute of Certified Public Accountants (AICPA) Credit Union Conferences Committee, where she continues to serve as a committee member. Opp is a member of the AICPA, CUNA, CUES and the CUES CFO Council. Prior to joining the executive team at TTCU, Opp was a partner with the CPA Firm of Clifton Gunderson, LLP, where she provided auditing and consulting services to credit union’s ranging from $2 million to over $2 billion in assets. Opp graduated Summa Cum Laude from the University of Maryland with a BS, Business Administration (Accounting) degree. In 2009, she achieved the Certified Chief Executive (CCE) designation after graduating from the CUES CEO Institute and is one of the inaugural recipients of the CUES Rising 100 Award. She is married and has two daughters.
Worcester Credit Union is very excited to announce the hiring of Lisa Perrin as their new President/CEO, placed by O’Rourke and Associates. Ms. Perrin will replace long-term President/CEO, Karen Duffy who will be retiring on August 31, 2019 after over 25 years of dedicated service…
The Board of Directors of the Credit Union League of Connecticut is excited to announce that Bruce Adams will be joining the League as President/CEO on August 19, 2019. “Selected from a strong field of candidates, the board is excited that Bruce will be leading the next chapter …
TECH Credit Union is very excited to announce the hiring of Gene Novello as their new President/CEO, placed by O’Rourke and Associates. Mr. Novello will replace long-term CEO, Mike Hussey who will be retiring on June 30, 2019 after 41 years of dedicated service. “Gene is a …