About

Our unique value proposition is driven by our ability to combine deep industry knowledge and exceptional service standards.

Our History

Our History 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.

Management Team

BRIDGET O’ROURKE

EXECUTIVE DIRECTOR

Bridget heads the executive search and consulting practice for O’Rourke & Associates. She works closely…

BRIDGET O’ROURKE

EXECUTIVE DIRECTOR

Bridget 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. She has been involved in executive search and human capital management for 14 years and financial services for 25 years. 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.

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LISA BURROUGHS

DIRECTOR OF EXECUTIVE SEARCH AND STRATEGY

Lisa is the Director of Executive Search and Strategy and is responsible for executing and managing all aspects…

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LISA BURROUGHS

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.

 

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)

Selecting a Chief Executive Officer is the single greatest responsibility that a Board of Directors of a credit union is charged with. Naturally, the search for a successor for our CEO gave our Board the opportunity to experience, first hand, the reality of this challenge. We met this challenge head on with great success due to the engagement of O’Rourke & Associates. Jim Hansen and his team preformed what could only be described as a masterful job in conducting our executive search as well facilitating the interviews, final candidate selection and compensation negotiation processes. We were highly impressed with and remain grateful for their involvement. We would highly recommend this firm to anyone in need of their services.

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)

Finding and hiring a new CEO is a critical undertaking for any credit union but particularly daunting for one with assets under $100 million. Based on our experience, O’Rourke and Associates is highly recommended for any executive search need. To guide us through the process, we found O’Rourke and Associates to be the perfect partner. O’Rourke was with us every step of the way; outlining the procedure, establishing a timeline, advertising for and screening applicants, conducting initial interviews, and negotiating terms with our chosen candidate. Thanks to O’Rourke, the process went smoothly and was accomplished with ample time for a seamless transition from the retiring CEO to our newly appointed one. Particularly helpful was the free flow of information between O’Rourke and us, and that every question, big or small, was answered promptly with explanations that met our satisfaction.

Frank Mancini, President/CEO Connex Credit Union ($400M in Assets)

The team at O’Rourke & Associates did a complete and thorough job assisting me in recruiting a key member of my management team. They took the time at the outset of the engagement to understand our business dynamics and challenges, along with my specific requirements of the CFO position. They listened carefully at each stage of the interaction, and produced a quality slate of candidates, each with a comprehensive set of information that included resumes, interview notes, project deliverables and behavioral profiles. I appreciated their professionalism and believe we hired the best candidate for our needs. I certainly would consider their team for future executive searches, and would highly recommend them to others based upon our experience with our CFO search.

Charles Edison, Board Chair, Southeastern Federal Credit Union ($198M in Assets)

From the moment we engaged O’Rourke, everything was handled very professionally and continued to be so handled through the successful candidate’s initial day at work and beyond. Time frames were met. The candidate pool was significant and the resumes selected appeared to meet the established criteria. Jim Hansen, our contact person at O’Rourke, understood the climate in which we operate, the business itself, and the culture of the organization. He was diligent, very accommodating, and accomplished everything as he promised including meeting time frames. He is detail oriented and made excellent suggestions. My background is HR for forty years and he ranks right up there with the best recruiters I have known.

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)

A terrific job! That is what we received when working with O’Rourke & Associates to obtain our new Vice President of Card Services. The O’Rourke team listened to our requirements and provided the attention necessary to understand our credit union’s culture. In turn they provided us a varied package of qualified candidates. As a plus they met our timeline and overall exceeded our expectations! We would definitely consider the O’Rourke team for future Senior Management searches!

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.

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