Addition Financial Annual Meeting
Occurred Thursday, April 25, 2024, at 4:00 p.m. EST
Addition Financial Credit Union's ("Addition Financial's") 2024 Annual Meeting was held on Thursday, April 25, 2024, online through Zoom. At this 2024 Annual Meeting, Addition Financial's members voted to re-elect the following nominees to serve as members of the Board of Directors:
- Dale Kelly
- Dr. Naval Modani
- Ronald Person
2024 Board of Director Nominations
Dale Kelly
Mr. Kelly became a Director in 2014 after serving 15 years on the Supervisory committee. He currently serves on the CEO Compensation and Budget committees. In 1991 Mr. Kelly joined Orange County Public Schools and served in various capacities with his final role as the Chief Financial Officer and retired in 2021. He has 30 years of professional experience in public, private, and governmental accounting. Mr. Kelly received his bachelor’s degree in accounting from the University of Central Florida and has been a Certified Public Accountant in the State of Florida since 1989.
Dr. Naval Modani
Dr. Naval Modani was a member of the board for UCF Federal Credit Union and served as the Chairperson of the Board for more than 20 years until its merger with CFE Federal Credit Union, now Addition Financial. He currently serves on the Budget and CEO Compensation committees. He served as a finance professor at UCF for more than 25 years and is now retired. Dr. Modani is a recipient of numerous teaching awards and has many publications in the areas of corporate finance and investments.
Ronald Person
Mr. Person became a director in 2017 after serving 5 years on the Supervisory committee. He currently serves on the Budget and Governance committees. He is a partner at Withum Smith & Brown, one of the largest CPA firms in the United States. With over four decades of experience in public accounting, his expertise includes accounting and assurance services; business analysis; mergers and acquisitions; tax planning and compliance; and operational and financial consulting. A graduate of the University of Central Florida with a bachelor’s degree in accounting, Mr. Person is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
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