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.
WestStar had an opening for Chief Financial Officer at a critical time for us. I have known Mike Juratovac for several years and was confident that his team could help us find the right person for WestStar. Mike and his people were efficient, professional and eager to move quickly to help us. They worked closely with me to understand the specific needs of the position and the organization and were thorough and diligent in the process of screening candidates. In the end, we got the right person who was able to fit in immediately with our team and our organization. You can’t ask for more than that. OMA delivered for WestStar!
After a long career in one credit union, my move to SESLOC was the first CEO search which I participated in as a candidate. The team at O’Rourke exhibited the perfect blend of objective professionalism balanced with encouragement and caring for the stress the process can have on a candidate. Gene O’Rourke and Mike Juratovac communicated regularly throughout the interview milestones, providing updates on timing and expectations, plus valuable feedback after each segment. For SESLOC, this was a new experience using an outside partner for recruiting as they were filling a CEO position for the first time in 41 years. I have received feedback from the Board that they were similarly impressed with the way O’Rourke and Associates gave the time, attention and priority to this placement as if it was their only recruitment.
The O’Rourke and Associates team has been a great business partner to Oak Trust Credit Union. We worked together on an organizational transition initiative that included Board governance, leadership team development, executive coaching and the recruiting of our new CFO. Their comprehensive approach facilitated our success.
“Making a transition, a new opportunity is always a challenging as it involves change, relocation, new cultural dynamics and alternative business strategies. The Team at O’Rourke & Associates recognizes in me the leadership qualities that match the organizational goals and strategic initiatives of the Board of Directors here at Pinnacle. I’m excited to be the new CEO of Pinnacle and look forward to the future, recognizing that valuable business partners help us achieve more for our members.”
“The quality, integrity, and professionalism of the firm are the highest caliber. Their services extend far beyond simple recruiting. They build their high-quality reputation by personally customizing searches and their finding matches that fit the profile. In true credit union fashion, they are partners committed to the success of each client.”
Rocky Mountain Credit Union utilized the services of O’Rourke & Associates to find their current President and CEO. The result was a very qualified, highly energetic and motivated CEO to assume the reigns of the credit union. “After I assumed the CEO position, I found myself needing to find a qualified candidate to fill the VP of Finance/CEO position in my credit union. Once again Rocky Mountain Credit Union sought out the help of O’Rourke and Associates to find the right individual who would bring the qualifications and knowledge to this management position. Both from the candidate’s perspective and the employer’s viewpoint ORA is an excellent choice when seeking job placement vacancies.”
“Leadership transitions are difficult tor any organization and having the right business partners to support our recruiting was critical to our efforts. I appreciate working with O’Rourke & Associates as they diligently supported my team in recruiting a key member of our leadership team. Thanks to all…”
“Credit unions of all sizes are facing a time of great challenge and a huge opportunity to serve members. Having a strategic focus is vital to our survival, but often difficult based upon the number of hats that we are required to wear as credit union CEOs. Our credit union is a progressive organization. We have the latest in technology and strive to anticipate our members’ needs. I’m active, I’m involved in the industry and I’m determined to keep credit union philosophy alive during this time of change. That is why we look for trusted business partners who understand the complexity of the current market and our credit union’s business model to help us create our strategic plan.”
“Making a difference means more than working together as partners. It also means looking to the future of the cooperative movement and that’s what O’Rourke & Associates has done for many years. Many thanks go out to the team at O’Rourke & Associates for their support of the World Council of Credit Unions, Elder Abuse Education, Financial Literacy, and the Children’s Miracle Network. That’s a true partner, one that helps my credit union and gives of themselves as volunteers because they care about the industry.”
“The future of our industry will be in the hands of the next generation of leaders. With my five-year retirement plan upon us, I am so grateful to my board, my staff and my members for a career that has given me the opportunity to serve. Through the good times and challenges we have been fortunate to have trusted business partners like O’Rourke & Associates, who were dedicated to Ventura County Credit Union. They have helped us with strategic planning, organizational development, board education and the establishment of a leadership transition plan that the team will now facilitate.”
“Leadership transitions are never easy, especially in on organization where the senior team has worked together for many years. When First Tech sought a new Chief Credit Officer, a key member of our CEO’s senior management team, we called upon O’Rourke & Associates to help us. Their response was immediate. They took the time to meet with us face to face and learn the nuances of the ideal person for this role. They delved into our culture, worked closely with our leadership team to conduct a national search effort and completed the process earlier than we anticipated. We received the outstanding service we expect from our vendors and partners. O’Rourke & Associates demonstrated consummate professionalism and their commitment to service excellence is unquestionable.”
“Credit unions have a great story of collaboration to share with their members in 2009. I believe that now is the time to challenge the status quo and build consumer confidence in our segment of the financial services industry. Now is the time to ask our legislators to be active in understanding the credit union cooperative model. Now is the time to demonstrate our commitment to our colleagues and current collaborative entities such as Corporates, CUSOs, and Leagues, as a signal of our confidence in the credit union industry intellectual firepower. Our consultation with O’Rourke & Associates to develop organizational transition initiatives such as CU*Talent is another example of innovation and collaboration making a difference.”
“The complexity of today’s economic environment requires us to govern prudently, while also positioning for the future. O’Rourke & Associates has provided invaluable consultation to our Board and our executive team on strategic organizational development. O’Rourke understands our corporate environment, and also brings out the most innovative thinking to fulfill our brand promise to members. It’s great to have O’Rourke & Associates as our business partner.”
“The challenges faced by credit unions serving members around the world make it easier to understand the challenges we face in the United States today. It puts things in perspective and gives us the means to create tools that will make life easier. We can’t do what we do without the support of our supporters and our volunteers. Thanks to all of you for helping us make a difference.”
“We recently hired a key leadership position in our organization with the assistance of the professionals at O’Rourke & Associates. Having previously spoken with the O’Rourke team, we were familiar with their responsiveness and expertise. They took the time to understand our particular needs and to match that up with contacts they had in the field. O’Rourke narrowed the candidate base so we were presented with only those who were well qualified. We felt good about the process, were very pleased with the results, and recommend their organization to others. The team receives the highest ratings for service first and a job well done.”
“I believe one of the most important things any CEO does is to build a great team. We make an impact on our members, our staff and the community we serve. O’Rourke & Associates was instrumental in helping us, Tyndall FCU and me build this team. We share a common vision for leadership and Tyndall’s Member Return ranking speaks for itself, from 138th to 4th in 4 years while maintaining solid financial performance. From recruiting to succession planning, O’Rourke & Associates is our valued business partner.” Pictured from left to right. (front): Ted Zangwill, COO; Jim Warren, CEO: (bock) Debbi Dial, CIO; and Steve Ravin, CFO
“When it came time to recruit three senior management positions here at XFCU and select a firm partner with, we didn’t even bother to go through the RFP process. We just picked up the phone and called O’Rourke and Associates. Based on my previous engagements with the firm, I just knew that I’d get a fair price, an expedited process, and most importantly—The best possible candidates. “When it came time to recruit three senior management positions here at XFCU and select a firm partner with, we didn’t even bother to go through the RFP process. We just picked up the phone and called O’Rourke and Associates. Based on my previous engagements with the firm, I just knew that I’d get a fair price, an expedited process, and most importantly—The best possible candidates.
“Working with the team at O’Rourke & Associates has been like an extension of our own organization. They are in tune with the culture, strategy and direction of Heritage Federal Credit Union, allowing them to effectively and accurately pinpoint the right fit for our needs. O’Rourke & Associates is definitely a “go to” resource and partner for executive recruitment.
“A complete job! That is what we received when working with O’Rourke & Associates to obtain our new President and CEO. Gene, Mike, and Heather provided the attention necessary to understand our credit union’s culture and offered us a varied package of qualified candidates. As a plus they met our ambitious timeline and overall exceeded our expectations! We would definitely consider their team for future executive searches!”
Very rarely do I recommend service providers – but in the case of O’Rourke and Associates I have no hesitation. They have provided our credit union effective and transparent executive search services on multiple occasions. They serve as an excellent business partner by delivering highly qualified candidates and assisting us in objectively evaluating each. In addition to the depth of experience and understanding of the financial marketplace, the quality that sets them apart is their integrity. Each and every employee at O’Rourke focuses on building long term relationships with their clients rather than merely completing a transactions. They set a high standard by never “shopping” a candidate back once placed. I found this level of integrity commendable and believe it’s one of the qualities that sets them apart.