08/11/25 - Action Required - $4k Open Balance - New Client Audit Results

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $4k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Feb-Jul 2025 who account for over $2k of these open balances. The deadline for August commissions is Friday September 5th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1gu5wJpQyPPK1G2mFDjpzJy7qcZe6xqrz/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Bay Area Region currently has the largest open balance at over $1k in total with $0k open for clients with start dates in Feb-Jul 2025 and currently has the largest # of clients that have started services in need of attention at 18.
*	Midwest Region currently has the second largest open balance at over $1k in total with over $1k open for clients with start dates in Feb-Jul 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 16.

 

Approx $4k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $2k open balance for clients with start dates in Feb-Jul 2025.

 





 

 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <aaponte@thekey.com> 
Sent: Monday, August 4, 2025 5:13 PM
To: kristy.poyner@thekey.com; 'Michelle Kenaga' <michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com; william.schmiedeknecht@thekey.com; tpatterson@thekey.com; laurie.simpson@thekey.com; ariyan.green@thekey.com; ereaunah.thomas@thekey.com; keith.keough@thekey.com
Cc: 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com; amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com; glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com; geraldine.nath@thekey.com
Subject: 08/04/25 - Action Required - $19k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $19k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-Jun 2025 who account for $0 of these open balances. The deadline for July commissions is Friday August 8th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1eFWn0Sm5ki4db4cogQnFwbG5EymMceHR/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Bay Area Region currently has the largest open balance at over $15k in total with $0k open for clients with start dates in Dec-Jun 2025 and currently has the largest # of clients that have started services in need of attention at 18.
*	Greater LA currently has the second largest open balance at over $3k in total with $0k open for clients with start dates in Dec-Jun 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 16.

 

Approx $19k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $0 open balance for clients with start dates in Dec-Jun 2025.

 

 



 

 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <aaponte@thekey.com> 
Sent: Monday, July 28, 2025 5:00 PM
To: kristy.poyner@thekey.com; 'Michelle Kenaga' <michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com; william.schmiedeknecht@thekey.com; tpatterson@thekey.com; laurie.simpson@thekey.com; ariyan.green@thekey.com; ereaunah.thomas@thekey.com; keith.keough@thekey.com
Cc: 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com; amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com; glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com; geraldine.nath@thekey.com
Subject: 07/28/25 - Action Required - $10k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $10k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-Jun 2025 who account for $495.00 of these open balances. The deadline for July commissions is Friday August 8th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1GxUwLMLPis6kXa_vyDwq_ZhOB8bTRGez/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Bay Area Region currently has the largest open balance at over $8k in total with $0k open for clients with start dates in Dec-Jun 2025 and currently has the largest # of clients that have started services in need of attention at 17.
*	Greater LA currently has the second largest open balance at $950.00 in total with $0k open for clients with start dates in Dec-Jun 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 14.

 

Approx $10k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $495.00 open balance for clients with start dates in Dec-Jun 2025.

 



 



 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <aaponte@thekey.com> 
Sent: Monday, July 21, 2025 4:43 PM
To: kristy.poyner@thekey.com; 'Michelle Kenaga' <michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com; william.schmiedeknecht@thekey.com; tpatterson@thekey.com; laurie.simpson@thekey.com; ariyan.green@thekey.com; ereaunah.thomas@thekey.com; keith.keough@thekey.com
Cc: 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com; amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com; glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com; geraldine.nath@thekey.com
Subject: 07/21/25 - Action Required - $8k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $8k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-Jun 2025 who account for $495.00 of these open balances. The deadline for July commissions is Friday August 8th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1y4FM6S9DsKHnXPHq4jvCKj-E_wnYBqVP/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Pacific Northwest Region currently has the largest open balance at over $6k in total with $0k open for clients with start dates in Dec-Jun 2025. 
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 17. 
*	Midwest Region currently has the second largest open balance at $552.25 in total with $0k open for clients with start dates in Dec-Jun 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 14.

 

Approx $8k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $495.00 open balance for clients with start dates in Dec-Jun 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <aaponte@thekey.com> 
Sent: Monday, July 14, 2025 5:11 PM
To: kristy.poyner@thekey.com; 'Michelle Kenaga' <michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com; william.schmiedeknecht@thekey.com; tpatterson@thekey.com; laurie.simpson@thekey.com; ariyan.green@thekey.com; ereaunah.thomas@thekey.com; keith.keough@thekey.com
Cc: 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com; amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com; glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com; geraldine.nath@thekey.com; deanna.brown@thekey.com
Subject: 07/14/25 - Action Required - $8k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $8k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-Jun 2025 who account for over $3k of these open balances. The deadline for July commissions is Friday August 8th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1gv9ARXsOj_OlpCKMlyZrYTW5TdLbycOA/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Ohio JV Region currently has the largest open balance at over $2k in total with $0k open for clients with start dates in Dec-Jun 2025. 
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 16. 
*	Southeast Region currently has the second largest open balance at over $1k in total with $0k open for clients with start dates in Dec-Jun 2025 and currently has the second largest # of clients that have started services in need of attention at 13.

 

Approx $8k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $3k open balance for clients with start dates in Dec-Jun 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Wednesday, July 9, 2025 7:34 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 07/07/25 - Action Required - $8k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $8k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-May 2025 who account for over $1k of these open balances. The deadline for June commissions is Friday July 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1ZHAOGQf4wxfr74BCoEyi4zffz9jfR6UM/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Greater SD Region currently has the largest open balance at over $2k in total with $0k open for clients with start dates in Dec-May 2025. and 
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 16 and currently has the second largest open balance at over $2k in total with $384.60 open for clients with start dates in Dec-May 2025
*	Canada and Greater SD Regions are currently tied with the second largest # of clients that have started services in need of attention at 8.

 

Approx $8k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $1k open balance for clients with start dates in Dec-May 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Tuesday, July 1, 2025 6:16 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 07/01/25 - Action Required - $10k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $10k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-May 2025 who account for over $1k of these open balances. The deadline for June commissions is Friday July 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/19tLTeRmnDMG16DiqAEJqXE2INScE3Vu2/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Bay Area Region currently has the largest open balance at over $5k in total with $384.60 open for clients with start dates in Dec-May 2025, and currently has the largest # of clients that have started services in need of attention at 21.
*	Greater SD Region currently has the second largest open balance at over $1k in total with $0.00 open for clients with start dates in Dec-May 2025
*	Canda, Greater SD, and Southeast Region are all currently tied for having the second largest # of clients that have started services in need of attention at 10.

 

Approx $10k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $1k open balance for clients with start dates in Dec-May 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, June 23, 2025 5:48 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 06/23/25 - Action Required - $10k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $10k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-May 2025 who account for over $6k of these open balances. The deadline for June commissions is Friday July 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/11dRYb3fy2zcYYO9SDG1YAztwvFBo_RSp/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Greater SD Region currently has the largest open balance at over $3k in total with over $3k open for clients with start dates in Dec-May 2025. and 
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 13 and currently has the second largest open balance at over $2k in total with $784.60 open for clients with start dates in Dec-May 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 12.

 

Approx $10k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $6k open balance for clients with start dates in Dec-May 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, June 16, 2025 5:23 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 06/16/25 - Action Required - $26k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $26k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-May 2025 who account for over $22k of these open balances. The deadline for June commissions is Friday July 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1LenxMiL4sr8FoDp3xJ0mwMFX_WVPoTG6/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Bay Area Region currently has the largest open balance at over $12k in total with over $11k open for clients with start dates in Dec-May 2025, and currently has the second largest # of clients that have started services in need of attention at 14.
*	Southeast Region currently has the largest # of clients that have started services in need of attention at 16.
*	GCM currently has the second largest open balance at over $5k in total with $5k open for clients with start dates in Dec-May 2025

 

Approx $26k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $22k open balance for clients with start dates in Dec-May 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, June 9, 2025 5:34 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 06/09/25 - Action Required - $60k Open Balance - New Client Audit Results 

 

Hello Everyone, 

I hope you all had a great weekend. 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $60k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-May 2025 who account for over $60k of these open balances. The deadline for June commissions is Friday July 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1SbijZqDSAllnGYvGaLNeqk_Fs-0PwpbL/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Concierge Region currently has the largest open balance at over $48k in total with over $48k open for clients with start dates in Dec-May 2025
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 16.
*	Northeast Region currently has the second largest open balance at over $3k in total with $3k open for clients with start dates in Dec-May 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 12.

 

 

Approx $60k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $60k open balance for clients with start dates in Dec-May 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Tuesday, June 3, 2025 4:36 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> ; lhorval@thekey.com <mailto:lhorval@thekey.com> ; william.schmiedeknecht@thekey.com <mailto:william.schmiedeknecht@thekey.com> ; tpatterson@thekey.com <mailto:tpatterson@thekey.com> ; laurie.simpson@thekey.com <mailto:laurie.simpson@thekey.com> ; ariyan.green@thekey.com <mailto:ariyan.green@thekey.com> ; ereaunah.thomas@thekey.com <mailto:ereaunah.thomas@thekey.com> ; keith.keough@thekey.com <mailto:keith.keough@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> ; deanna.brown@thekey.com <mailto:deanna.brown@thekey.com> 
Subject: 06/03/25 - Action Required - $23k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by region for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $23k open balance for these client’s missing documentation listed by region. Please review and address the document attached in the link below, including any clients with a start month in Dec-Apr 2025 who account for over $17k of these open balances. The deadline for May commissions is Friday June 6th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1SMktOEqPzr08K3EkO3VfMXnZGfS6mrgM/edit?gid=104340023#gid=104340023>  to review the updated audit tracker. 

 

*	Concierge Region currently has the largest open balance at over $17k in total with over $17k open for clients with start dates in Dec-Apr 2025
*	Bay Area Region currently has the largest # of clients that have started services in need of attention at 13.
*	Greater SD Region currently has the second largest open balance at over $2k in total with $0.00 open for clients with start dates in Dec-Apr 2025
*	Southeast Region currently has the second largest # of clients that have started services in need of attention at 8.

 

 

Approx $23k open balance due for clients with a missing/incomplete Client Consent Agreement or payment authorization forms. $17k open balance for clients with start dates in Dec-Apr 2025.

 





 

 

 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view