Money Connection Spring 2021

3 2021 ANNUAL MEETING & BOARD ELECTION ELECTION PROCEDURES: As required in the Bylaws, the Chairman of the Board appointed the following individuals to serve as the Nominating Committee of Coca-Cola Federal Credit Union: Derek Benz (chair), Billy Kane and Mike Gregorio. The Nominating Committee has filed with the Board the following names for election to the position of Director of Coca-Cola Federal Credit Union at the Annual Meeting: Ivor Longo – 3 year term (Incumbent), Nick Nichols – 3 year term (Incumbent), Carmen Gordon – 1 year term (Incumbent), Dan Redler – 3 year term, Paul Berkemeier – 3 year term, and Sean Lee – 2 year term (Incumbent). ABOUT THE CANDIDATES : n Ivor Longo: Ivor Longo is currently board chairman of Coca-Cola Federal Credit Union, a position he has held since September 2012. He has served on the board since 2001. Mr. Longo has been with The Coca-Cola Company since 1999. He has served in various roles including counsel for the Company’s research and development organization, its information technology department and its fountain business. Currently, he is senior counsel for the Company’s technical department, supporting our ingredient purchasing and concentrate production teams. He is a member of the patent bar and has an engineering degree from Johns Hopkins University. He received his law degree from the University of Virginia. n Nick Nichols: Nick Nichols has served on the board of Coca-Cola Credit Union since 2011 and currently serves as its Chief Financial Officer. Mr. Nichols began his volunteer service to the credit union on the finance committee in 2009 and currently serves as the chairman of that committee. Mr. Nichols has been with The Coca-Cola Company for 20 years beginning in the Coca-Cola Financial Corporation where he was instrumental in creating innovative financing solutions for key customers, international bottlers, and strategic partners. He previously led the SUBWAY Global Account Team finance group within National Foodservice and On-Premise and most recently was Group Finance Director for North America Franchise Leadership & National Retail Sales Finance. Mr. Nichols is now the Group Finance Director in Platform Services where he leads a team overseeing Trade Promotion Management, customer and bottler reimbursements and settlements. Mr. Nichols also brings prior credit and financial management experience that he gained with other Fortune 500 companies before joining the Company and has earned a BBA in Business Management and an MBA. n Carmen Gordon: Carmen Gordon has served the Credit Union as a member of the Supervisory Committee since 2018, and has been with The Coca- Cola Company since February 1997. After starting with the Company in the Corporate Controller’s Group, Ms. Gordon held finance roles in North America, Coca-Cola Refreshments, and Customer Business Solutions before returning to Corporate as Senior Manager – Domestic Audit. She is currently responsible for managing audit teams to plan, execute, and report on the testing and adequacy of The Coca-Cola Company’s internal controls over financial reporting and compliance with Company policies and procedures. Prior to joining the Company, Ms. Gordon worked for a Lennar Partners of Georgia and Deloitte & Touche LLP. She is a Certified Public Accountant and holds a Bachelor of Science in Accounting degree from North Carolina Agricultural and Technical State University. n Dan Redler: Dan Redler has served on the Marketing Committee of the Coca- Cola Credit Union since March 2019. Mr. Redler joined The Coca-Cola Company in April 2001 as a Customer Marketing Manager, supporting the Retail Division of on-premise customers. From there, he joined the Foodservice & On-Premise Division, working with large foodservice entities including, but not limited to; Focus Brands, Mello Mushroom, and Atlanta Bread Company. He now serves as Senior Growth Manager, managing The Compass Group. Prior to joining the Company, Mr. Redler worked in various capacities for Siemens Energy & Automation focused specifically on marketing management and new product development. He holds a BSG in Business from The University of Kansas. n Paul Berkemeier: Paul Berkemeier has over 19 years of experience in Treasury Finance. He joined The Coca-Cola Company in 2001 and has worked in a range of finance roles including, Lending, Investments, Pension Plans, and Risk Management. In 2009, he joined the Company’s Risk Management Department as the Finance Manager where he managed the Company’s Life and Non- Life captive insurance companies. In April 2016, Paul was named Director, Global Insurance overseeing the Company’s Risk Management department. Presently, Paul leads a team of nine professionals focusing on The Coca-Cola Company’s global Property and Casualty and Employee Benefit programs. Additionally, he is responsible for the management and execution of captive insurance programs and operations. n Sean Lee: Sean Lee currently serves as General Manager, Aviation for The Coca-Cola Company. He brings more than 22 years of global operational and executive experience from both military and corporate Fortune 100 companies. Additionally, he currently serves on the Board of Directors for the New England Air Museum, and previously the Massachusetts Business Aircraft Association and Aerobat Inc. Sean came to The Coca-Cola Co. from The Massachusetts Mutual Life Insurance Co. (MM) in Springfield, MA. where he served as Vice President and Head of Corporate Security, Aviation & Exec Transportation. He is a graduate of the United States Air Force Academy with a B.S. in General Sciences/Physics and his M.B.A. in Management from Emory University in Atlanta. NOMINATIONS BY PETITION: The Bylaws specify that the nomination and election of Directors are to be completed in advance of the Annual Meeting and thus there will be no nominations from the floor at the Annual Meeting. Nominations submitted by a member shall be by petition only and must be filed with the Nominating Committee no later than forty (40) days prior to the Annual Meeting, which will be held on Thursday, May 27, 2021 in Atlanta, Georgia. Petitions must be signed by at least one (1) This year’s Annual Meeting will be held virtually on Thursday, May 27, 2021 at 11:00AM ET. Please check our website frequently for important information and updates regarding the 2021 Annual Meeting. Continued on page 4