Canada Consolidation - Meeting notes 1/13/2025

From
Alyson Rohane <alyson.rohane@thekey.com>
To
Amanda Fults <amanda.fults@thekey.com>, Audra Williams <audraw@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Frank Liu <fliu@thekey.com>, Geraldine Nath <geraldine.nath@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Nina Kani <nkani@thekey.com>, Sean Cygan <scygan@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Tammi Franzese <tammi.franzese@thekey.com>, Troy Riha <troy.riha@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
2025-01-20 08:11:32
Folder
INBOX
--0000000000002814e9062c2584ed Content-Type: text/plain; charset="UTF-8" Good morning, all - Below are the notes and action items from the call last week. If there is anything missing or needs clarification, please feel free to reach out. *Priority Tasks:* - 90-day notices for Government contracts - Determine ROI and establish timeframes - Stakeholder Kick-Off Meeting - Communicate tasks and establish targeted timelines *Upcoming Focus Areas:* - Assess the impact of losing benefits - Conduct a cost-benefit analysis, covering: - ROI - Reduction of intercompany accounting work - Savings for small businesses - Merging with a single agency/URL - Tax implications (8 returns vs. 1) *Action Items:* - *Tim*: Get the HR details related to small business discounts and changes needed to EE paperwork, etc. - *Geri:* Meeting with finance leaders to define time frames on 1/20/2025 - *Alyson:* Organize workgroups and identify key participants Thank you! -- *Alyson Rohane* Continuous Improvement Analyst 3 alyson.rohane@thekey.com --0000000000002814e9062c2584ed Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, all -=C2=A0 Below are the notes and action items=C2=A0from the call last week. If t= here is anything missing or needs clarification, please feel free to reach = out.=C2=A0 Priority Tasks: 90-day notices=C2=A0for= Government contracts Determine ROI and establish timeframes Stakeholder Kick-Off Meeting = Communicate tasks and establish targeted timelines Upcoming Focus Areas: Assess the impact of losing = benefits Conduct a cost-benefit analysis, c= overing: ROI Reduction = of intercompany accounting work Savings for= small businesses Merging with a single age= ncy/URL Tax implications (8 returns vs. 1) Action Items: Tim : Get the HR details=C2=A0related to sma= ll business discounts and changes needed to EE paperwork, etc. Geri: =C2=A0Meetin= g=C2=A0with finance=C2=A0leaders=C2=A0to define time frames=C2=A0on 1/20/20= 25 Alyson: =C2=A0Org= anize workgroups and identify key participants Thank you! -- <div

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