gene o'rourke, founder and consulting partner
| Gene, a director in RSM McGladrey, Inc., has over 35 years of auditing and consulting experience. Thirty of those years had been devoted to credit unions, banks, insurance companies, and other financial institutions providing auditing and financial consulting services such as asset/liability management, mergers, executive search, and strategic planning to many of the largest credit unions in the country. Retirement planning for senior executives, credit union corporate governance, and credit union taxation issues – particularly Unrelated Business Income – are emerging areas that Gene has been focusing upon recently. Gene is responsible for founding and overseeing the RSM McGladrey’s Credit Union Internal Audit Co-Sourcing unit. His industry-specific credentials include Certified Public Accountant, Certified Fraud Examiner and Certified Risk Management Specialist. Gene was former member of the AICPA Credit Union Committee. He is the founder and a Board member of O’Rourke and Associates LLC, where he currently oversees large complex executive search projects. In addition to his work with credit unions, Gene is a member of the Board of Trustees of the Trust for Credit Unions, an SEC registered investment company serving credit unions and a member of the Board of Trustees of Presentation Center LLC, a non profit organization providing strategic planning and personal growth retreat services to individuals and organizations located in Northern California. Gene has also been a member of the Board of Directors of a publicly held, SEC registered insurance company. These board memberships provide Gene with invaluable hands-on corporate governance experience. He has authored numerous articles on credit union accounting, auditing and tax issues, and credit union corporate governance. He’s also a frequent speaker at local and national credit union conferences. Gene’s professional memberships include Beta Alpha Psi – National Accounting Honor Society, Beta Gamma Sigma – National Business Honor Society, the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants. Gene has a Masters in Business Administration with an emphasis in Accounting from California State University, San Francisco, and a Bachelor of Arts degree in History with a minor in Philosophy from the University of San Francisco. |
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