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.
Rebecca heads the executive search and consulting practice for O’Rourke & Associates. She works closely with the board…
Rebecca heads the executive search and consulting practice for O’Rourke & Associates. She works closely with the board of directors on the Chief Executive Officer searches performed by our firm and provides strategic oversight of search engagements, manages client relationships and leads new business development. Rebecca worked for more than a decade at BECU, ending her tenure as the Senior Manager of Sales, with oversight of business development and the selling culture of the branch network. She served as Vice President of the Pierce County Chapter of Credit Unions. Rebecca is an expert facilitator and holds certifications in coaching, selling, and behavioral interviewing. She also owned a consulting practice focused on credit unions. In her early career, she managed a multi-state territory as a Regional Training Manager. Most recently, she served as the Senior Executive Human Resource Manager for the west coast flagship for Bloomingdales. Rebecca holds a Master of Business Administration degree from Saint Martin’s University and a Bachelor of Science in Workforce Education and Development from Southern Illinois University, Carbondale. She graduated from Western CUNA Management School, with high honors. Rebecca also earned the SPHR designation and the SHRM-SCP, the two premier designations of Human Resource professionals.
Bridget has over 25 years of recruiting, auditing and human resources experience in financial services….
Bridget has over 25 years of recruiting, auditing and human resources experience in financial services. Bridget provides strategic input on the executive search and consulting practice for O’Rourke & Associates. She currently oversees large complex executive search projects and works closely with the board of directors on the Chief Executive Officer searches performed by our firm. She also manages client relationships and leads new business development. She has been involved in executive search and human capital management for 14 years, all within the financial services sector. Her prior positions include: Executive Search Director for O’Rourke & Associates, Head of Human Resources for a $4 billion asset management firm, Controller for a multi- fund venture capital firm, Vice President for a major bank providing risk management for a $1.8 billion investment portfolio and Manager with a Big 5 public accounting firm, where she specialized in financial institution audits and internal audits as well as staff mentoring and leadership initiatives. Bridget has extensive experience in various aspects of financial institution operations and controls. Bridget also volunteered on the board of a $1+ billion credit union and served on the Finance Committee, Nominating Committee and was named Vice Chairman. She understands the unique role credit union board members serve and the importance of a strong CEO/Board connection. Bridget holds a Bachelor of Art in Business Economics with an Accounting Emphasis from the University of California, Santa Barbara and she became a Certified Public Accountant in 1995.
DIRECTOR OF EXECUTIVE SEARCH AND STRATEGY
DIRECTOR OF EXECUTIVE SEARCH AND STRATEGY
Lisa is the Director of Executive Search and Strategy and is responsible for executing and managing all aspects of the executive search process. In addition, Lisa works closely with O’Rourke and Associates’ executive team to formulate the strategic direction of the firm.
With over 30 years of credit union industry experience Lisa has a strong depth and breadth of knowledge in all areas of credit union operations. She began her career as a marketing consultant for over 60 credit unions in the Midwest and then started her tenure in natural person credit unions as Vice President of marketing for State Employees Credit Union in Lansing Michigan (now known as LakeTrust Credit Union). Lisa served as Chief Executive Officer for Parkside Credit Union in Livonia Michigan and Chief Operations Officer for Michigan Schools and Government Credit Union in Clinton Township Michigan. Immediately prior to joining the O’Rourke and Associates’ team she was the Chief Operations Officer for the service corporation of one of the country’s premier Credit Union Leagues.
Lisa holds a Master of Business Administration degree and Bachelor of Business Administration degree from Central Michigan University. Lisa has earned many credit union designations from CUES and CUNA and most recently completed the designation of Chief Innovations Officer by attending the Strategic Innovation Institute at MIT and Stanford. In addition to these credit union specific designations Lisa has earned the SPHR designation and the SHRM-SCP the two premier designations of Human Resource professionals.
Some of Our Clients
Our clients are as diverse as the financial services marketplace. O’Rourke & Associates provides strategic solutions to organizations nationwide.
Chief Executive Officer
What Our Clients Say
Bob Child Chief of Staff, CU Direct
We brought in the O’Rourke Team to help us fill three key but difficult to fill management positions. To our delight they provided a pipeline of high caliber extremely qualified candidates in under a few weeks. Beyond just sourcing candidates the O’Rourke Team has played an instrumental role in helping us develop case studies and screening tools enabling us to select the best candidates. It has been a smooth process with great communication making it a pleasure to work with them.
Phil Sullivan Chairman, Northeast Credit Union ($1B in Assets)
Northeast selected O’Rourke & Associates after contacting a number of executive recruiters. Our search committee was totally impressed by Gene O’Rourke’s presentation and follow up. He interviewed the senior management staff, the directors, getting the total picture of our CU, its needs and culture. Our CEO of 30 plus years had pass away as the result of an accident the day after he announced his retirement. O’Rourke & Associates established a time table, advertised in Trade Publications, utilized their data files and secured a good number of applications. The applicants were then vetted, and a short list of candidates were forwarded to the search committee for selection of the best for a formal interview. The interviewed candidates were all top notch and interviewed very well. We were able to make our selection within 4 months of starting our search. O’Rourke & Associates set a time table, secured a good selection of candidates and assisted us in the interview process. The professional approach, outstanding communications, and personal attention allowed NECU to recruit a top notch CEO. O’Rourke & Associates did an outstanding job. I can only say THANK YOU.
Chichi E. Ahia, Board Chairman, Inspire Federal Credit Union ($85M in Assets)
Hallie Day CHRO, JAX Federal Credit Union ($327M in Assets)
First, I would like to express my sincere appreciation to O’Rourke & Associates for working so quickly to respond to our search request need. Mr. Jim Hansen was very knowledgeable, easy to work with along with being very adept at screening & presenting “top” talent. From my perspective, Jim Hansen went “above and beyond” to understand our culture and the key professional success factors needed for a member of the Executive Management Team. He worked diligently to seek and present a slate of candidates who met and exceeded our position specifications. Overall, partnering with Jim Hansen on this critical and key search was extremely positive and results-oriented. Our President/CEO was extremely impressed with the quality of the CLO candidate pool presented by O’Rourke & Associates. Thank you Jim Hansen!
Vince Magyar, CEO Search Committee Chair, Inspire Federal Credit Union ($85M in Assets)
Frank Mancini, President/CEO Connex Credit Union ($400M in Assets)
Charles Edison, Board Chair, Southeastern Federal Credit Union ($198M in Assets)
Ronald E Scott CEO, Appalachian Community FCU ($170M in assets)
Outstanding results! O’Rourke and Associates assisted in our VP of Lending search. It was a partnership that took account our past, present and future needs. They were sensitive to our unique culture here in the Appalachian Mountains as well as my own management style. They asked all the right questions and insured that the position was not just filled, but our needs were cared for. Thank you for a Job Well Done!
Jane Dobbs CEO, Canyon State Credit Union ($136M in Assets)
They have exceeded my expectations more than once and I consider them to be a “best in class” business partner in the recruiting arena. I have had the opportunity to work with O’Rourke and Associates – specifically Mike Juratovac for several years to replace key leadership positions at many credit unions during my time as a credit union consultant. Mike and his team were sensitive to the specific needs of the credit unions and more importantly aware of the cultural impact to ensure a well-positioned placement. From presenting to a new board unfamiliar with recruiting senior level positions to meeting with staff directly impacted by an upcoming change, I have found Mike to be consistently willing to listen, research and locate a qualified pool of candidates best suited for the credit union and its members. I have personally worked with Mike during some difficult and challenging situations. His integrity, professionalism and support provided assurance and confidence during times of uncertainty.
Rudy Tafoya, SVP/Lending and Credit, Kern Schools Federal Credit Union ($1.26B in Assets)
Kyle Casburn CEO, Seaboard Federal Credit Union & Vice Chair, Maine Credit Union League & Synergent, Maine Credit Union League & Synergent
From the initial steps of defining the scope of work to negotiating our offer with the final candidate, O’Rourke & Associates was professional and responsive throughout. Our Search Committee was equally impressed with the quality of the candidates presented to replace one of the credit union movement’s most respected League CEOs. Simply stated O’Rourke & Associates delivered!
Rod Rovzar Director - Maine Credit Union League & Synergent, Maine Credit Union League and Synergent
I was privileged to be on the search committee to recruit a successor to a highly successful and much-loved, long-time trade association and for-profit subsidiary CEO. O’Rourke & Associates farmed the country for prospects, including some that were not actively looking to move from their employment positions. Our committee was able to interview several highly qualified candidates, and our organizations are thrilled with our new hire. Team leader Bridget O’Rourke did a wonderful job of amassing candidates and guiding us through the very challenging selection process. Speaking for myself, and I suspect more than one member of the search committee, Bridget subtly (and professionally) weaned me away from my fixation on finding a clone for our retiring CEO, but instead helped me focus on finding a skilled and energetic leader, who only secondarily possessed the business, trade and technology acumen necessary to the position. I highly recommend the firm.