In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Bill Snider, Chief Strategy & Innovation Officer at Clearview Federal Credit Union, to discuss three timely topics shaping the future of credit unions.

The Struggles of Digital Literacy
Are tech-savvy team members getting harder to find? Despite living in a high-tech era, Bill believes digital literacy remains an essential focus when hiring and upskilling. As Becky points out, even younger employees accustomed to mobile apps can lack basic PC skills, forcing credit unions to strike a balance between training, buy vs. build software decisions, and proactively developing the tech talent they already have.

When the Well Runs Low
With liquidity near historic lows, credit unions are taking a closer look at deposits, asset duration, and emerging technologies. Bill explains how Clearview created a dedicated deposits team and revisited its investment mix to maintain financial stability. While Becky reminds us there’s “nothing new under the sun,” she highlights how innovations like tokenization and AI-driven analytics could help credit unions prepare for the next big shift.

Are We Always Better Together?
Forty-six mergers occurred in Q2, with most citing expanded services as the reason. Bill shares lessons from Clearview’s own merger experiences, warning leaders not to end up like the last scene of The Graduate—unsure of what’s next. From culture clashes to duplicate systems, he and Becky agree that bigger isn’t always better. Proper planning, cost-benefit analysis, and a clear post-merger roadmap are vital to success.

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Are Credit Unions Missing the Mark on Branding? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Bethany Dutcher, VP of Marketing at Members First Credit Union, to explore three critical topics that could shape the way your credit union presents itself to the world.

Five Brand Killers
Discover why a lack of ownership, consistency, storytelling, real differentiation, and niches can undermine your credit union’s identity. Learn how focusing on emotional connections—and repeating your story more often than you think—keeps your brand top of mind.

Winning Over Millennials and Gen Z
With only 5% of younger generations turning to credit unions, it’s time to close the gap. Hear why aligning with their values, providing user-friendly mobile banking, and highlighting cooperative principles can help you stand out in a crowded marketplace.

Rebranding for Real Growth
Explore how a strategic brand refresh—rooted in a clear “why”—can fuel asset growth and member loyalty. From surveying employees for honest feedback to involving an internal “brand team,” see why rebranding is more than changing a logo; it’s connecting your culture to your community.

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Are Credit Unions Undervaluing Outreach? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host James McBride, CEO of CONNECTS Federal Credit Union, welcome David Sussman, CEO of PFP Services, to explore strategies for more meaningful member engagement and sustainable growth. Together, they tackle three key areas:

1. Build Trust Before You Call: Discover how a thoughtful, trust-building approach to outbound marketing can turn what’s often seen as an intrusive tactic into a powerful engine for connecting with members on their terms.
2. Big Ears for Better Solutions: Learn how shifting from product pitches to truly listening first can transform cross-selling into a process driven by empathy, understanding, and member-centric value.
3. Choosing Channels That Count: Find out why meeting members where they already are—from employer groups and community events to social media—helps credit unions forge stronger, more relevant relationships and drive long-term growth.

A huge thanks to this episode's sponsor, PFP Services.

Credit Unions know that engagement is key to success. PFP Services brings expertise, resources, and passion to help you build strong connections with your members. Our goal is to grow your credit union together, forming lasting bonds every step of the way. Partnering with us means a mutually beneficial relationship with absolutely no cost! Visit familysecurityplan.com/credit-unions/ to learn more.

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