Growing Credit Unions through Mergers with Geri Hopkins and Brett Fisher of Skyla Credit Union

Behind the Vault Episode 13

Taking a deliberate approach to growth

The merger of non-profit financial institutions like credit unions brings unique challenges and measures of success. With the recent mergers of Charlotte Metro Credit Union, Premiere FCU, and Parsons FCU into the $1.5B Skyla Credit Union, COO Geri Hopkins and CFO Brett Fisher share their first-hand experience managing transactions like this. In this episode, we discuss the importance of market analysis, satisfying different boards and memberships, and addressing the overall change management and technology hurdles.

Episode Highlights:

  • The critical role boards play in mergers on both sides of the deal

  • Why relationships and cultural fit are more significant factors of success than financial consideration

  • The 1+1=3 aspect of technology in a merger and creating a financial services CUSO in the process

  • Managing change, minimizing distractions, and leveraging the experience and skills of mergers when the integration is done

  • What “done” looks like in mergers of this size

For more about Skyla CU or to contact the team about their merger experience, visit

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This is Behind the Vault: Conversations with Customer-Driven Bankers, the podcast dedicated to empowering CEOs, Presidents, and CMOs in the community banking and credit union industry. In this digital era, your role as a leader in these financial institutions is more crucial than ever. Join us as we explore the stories, strategies, and successes of fellow industry leaders, providing you with actionable insights to drive your institution toward unparalleled success.

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