For the past three decades credit unions have associated the names O'Rourke and Mitchell with the best in consulting, auditing, and executive search services. Our reputation has grown nationwide as credit union directors, CEOs and staff have benefited from the industry dedication of O'Rourke's 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. Backed by the resources of RSM McGladrey, Inc., the nation's leading provider of audit and consulting services to the credit union industry, and the California Credit Union League, our firm draws on an unmatched knowledge of the marketplace. Our Board is comprised of Directors who are recognized as respected leaders in the national credit union environment.  Our team is comprised of seasoned professionals, uniquely qualified to help credit union's execute key organizational strategies.

Through a new generation of service and best business practices, O'Rourke-Mitchell and Associates offers expertise in the following areas:

• CEO and Executive Recruitment – With extensive strategic understanding of the credit union industry, O'Rourke delivers a comprehensive situational assessment of your organization to determine a specific recruitment plan.  Once completed, a customized national search is conducted to select the best candidate for you.  An O'Rourke account executive becomes your business partner who adds value to the organization beyond the engagement.
• Leadership Development – We have all heard the numbers regarding the number of potential retirements in the industry and it is not limited to CEOs.  There is a new generation of leaders that will create the future cultures of their organizations.  O'Rourke is committed to that discipline, core value assimilation, and will provide formalized programs to our clients.
• Succession Planning – You know that it needs to be done, but did you realize that a Succession Plan is also a living document.  It should be assessed regularly and be used to create individual development plans for the talent within your organization as well as serve as guideline for CEO succession.
• Compensation and Retention Analysis – The leadership challenge of the future will be retaining your stars and developing creative compensation strategies that link core organizational strategies with personal goals.  O'Rourke has 30 years of expertise in this critical area that illustrates best practices.
• Organizational Development Strategies – Take away the people and look at the membership value proposition and you have an integrated organizational structure committed to your brand promise.  It is tough to assess and tougher to implement, yet if the industry is to thrive, it must be done.

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