This week, Mark Brennan joins Mark to discuss his incredible journey in the credit union industry, from the highs and lows to his experiences in leadership and the transition into retirement. Mark’s had a remarkable career, spending nearly 27 years with Clearview Federal Credit Union, including 17 years as CEO, where he brought his unique HR and strategic planning background to the role.

IN THIS EPISODE:

• [2:53] Mark Brennan shares his background with US Airways and Clearview Federal Credit Union
• [7:59] The credit union was presented as a company benefit
• [17:36] Changing the name of the credit union and welcoming the community-required education
• [23:05] Collaborating with other credit unions and succession planning
• [29:16] Mark advises C-Suite people wanting to move forward
• [31:00] Mark shares his retirement lifestyle and his parting thoughts on the credit union industry

KEY TAKEAWAYS:

• Presenting a credit union as an employee benefit highlights its value and encourages employees to explore how it can support their financial well-being
• Credit unions prioritize community over competition, collaborating to strengthen local support, unlike banks that often focus on acquisitions
• Working at a credit union can be deeply fulfilling. Mark Brennan reflects fondly on his time at Clearview Federal Credit Union, sharing that the relationships with his coworkers and the supportive environment made it the highlight of his career

RESOURCE LINKS

Mark Ritter - Website

Mark Ritter - LinkedIn

Applied Valuation Services - Website

Mark Brennan - LinkedIn