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.
John Fenton CEO

Mike Kzirian, Board Chair, Affinity FCU, NJ ($3.1.1B in Assets)

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.
Shruti Miyashira

President/CEO, Orange County Credit Union ($1.6B Assets)

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…
Brett Martinez

CEO, Redwood Credit Union ($4.6B in Assets)

O’Rourke and Associates was the full service firm for our recruitment needs. After 30 years at FCIFCU our Manager decided to retire. O’Rourke and Associates was there with the Board of Directors every step of the way….from understanding what our small credit union needed and wanted to scheduling interviews and everything in between. We would not hesitate to use the services of O’Rourke and Associates in the future and highly recommend them to any credit union that is looking to fill leadership positions.
Eva Donaldson

President Board of Directors, Federal Correctional Institution Federal Credit Union ($6M in Assets)

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. The team at O’Rourke took the time to understand my recruitment needs upfront, were absolutely dogged about the best possible fit with my style and our credit union’s business plan, over-delivered on their proposed timeline, and were on absolute pleasure to deal with. What can I say?… I’m a big fan of O’Rourke & Associates
Teresa Y. Freeborn

President/CEO, Xceed Financial Credit Union ($878M in Assets)

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.
Theresa Mann

President/CEO, The Partnership Federal Credit Union ($149M in Assets)

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.
Brooke Van Vleet

Former Executive Vice President, First Tech Credit Union (12.5B in Assets)

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.
Jim Warren

CEO, Tyndall Federal Credit Union ($1.6B in Assets)

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.

Randy Karnes

CEO, CU*Answers

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