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 in the following areas:

 

CEO and Executive Recruitment

With extensive strategic understanding of the credit union industry, we deliver a comprehensive situational assessment of your organization to determine a specific recruitment plan.  Once completed, a customized search is conducted to select the best candidate for you.  You retain an O’Rourke & Associates team that essentially becomes your business partner by adding value to the organization beyond the engagement. 

 

Compensation and Retention Analysis

The leadership challenge of the future will be retaining your key talent and developing compensation strategies that link core organizational strategies with employee compensation. 

 

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.

 

Succession Planning and Leadership Assessment

After a strategic organizational assessment, we provide assistance in helping the Board of Directors and the CEO determine the technical and leadership skill levels of the existing management team and identify which individuals would achieve success in leading the credit union in the future. We identify gaps in the experience and capabilities of the organization’s future leaders and prescribe a course of action to position selected team members for expanded roles and responsibility.

 

Our exclusive focus on retail financial services provides us with the depth of knowledge and experience to help our clients maneuver through the growing demands of the financial services marketplace.