CAD Amalgamation - Status Update Since Recap of 11 18 2025 meeting *Action Items enclosed*

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Kristen Jarbo <kjarbo@thekey.com>, Geraldine Terlecki <geraldine.nath@thekey.com>, Timothy Thomas <tt@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Troy Riha <troy.riha@thekey.com>, Sky Cross <sky.cross@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Roxana Cruz <rcruz@thekey.com>, Olivia Farrow <olivia.farrow@thekey.com>, Nina Kani <nkani@thekey.com>, Mansi Mehta <mmehta@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Lisa Spiegler <lisa.spiegler@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>, Kathryn Nester <knester@thekey.com>, Katherine Midura <kguildner@thekey.com>, Jazman Ramos <jramos@thekey.com>, Germaine Daniels <germaine.daniels@thekey.com>, Erika Golden <egolden@thekey.com>, DeeAnne Flegel <deeanne.flegel@thekey.com>, Audra Williams <audraw@thekey.com>, Anotte Francois <anotte.francois@thekey.com>, Andrew Taylor <andrew.taylor@thekey.com>, An Ly <an.ly@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Jeannie Ortiz <jeannie.ortiz@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Adriana Mendez <adriana.mendez@thekey.com>, Katherine Cope <marykatherine.cope@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Phil Chanda <phil.chanda@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>
Date
Sun, 23 Nov 2025 13:06:00 -0500
Folder
INBOX
--00000000000050dd2c064446e886 Content-Type: multipart/alternative; boundary="00000000000050dd29064446e884" --00000000000050dd29064446e884 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable *CAD AMALGAMATION =E2=80=93 Status Update since Recap of 11/18/2025 Meeting= * Below are a few updates since the last meeting recap I sent on 11/19/25. *I= f your name is specifically listed, please reply to the group with the requested update by EOD 11/24/25* *KEY - * Yellow is a task/ follow up for @Nina Kani Green is a task/ follow up for @@Timothy Thomas @Audra Williams @Tiffany Silton @Emma Zumsen Blue is a task for *ALL ATTENDEES. Please review the CAD website and list any changes needed in a document for Phil. Link below.* *UPDATES* *Legal/Local Office =E2=80=93 * =C2=B7 Insurance Brokers confirmed they will be able to insure the = new amalco for the same coverage that the entiites had this year. o PENDING: Letter from Pascal confirming insurance in Quebec. 11/23 Tammi sent another email to Pascal and cc Nina =C2=B7 Response to VCH vetting process complete with one exception.= Nina is POC while Tammi is OOO o Send Pascal=E2=80=99s insurance letter upon receipt o Send letter to Melissa Wong, Contracts & Compliance Advisor: melissa.wong1@vch.ca. =C2=B7 *LINK VCH response *- "G:\Shared drives\Legal Share Drive\E= ntity Management\Canada Entities\Canada Amalgamation 2025\VCH Vetting 2025\VCH RESPONSE PACKAGE\Orofresh's Response Package to VCH. 18 11 2025.pdf" =C2=B7 *Project tracker* - https://docs.google.com/spreadsheets/d/1vi74069-TmQflT6CzLQHylitLrnwxyUq/ed= it?usp=3Dsharing&ouid=3D109966378199994490144&rtpof=3Dtrue&sd=3Dtrue =C2=B7 *CNESST. @Timothy Thomas will you please pr= ovide an update on CNESST? Tammi forwarded you an email from them on 11/21/25* =C2=B7 12/22 or 12/23/25. Tim to be available to have amalgamation documents notarized. *Marketing* The marketing collaterals and website will go from each individual entity (total of 6) to just one called TheKey Care Ltd. 11/21 *Nina sent an email on 11/21/2025 to Tim, Phil, and Emma. Please reply to Nina by EOD 11/24/25* =C2=B7 Print Collaterals - @Emma Zumsen = will you please add a deadline? Is there anything you need from others to accomplish this task? Please confirm your awareness of this project. =C2=B7 List of changes to be made to website(s). o *All attendees*, please add any updates that need to be made to the website that you=E2=80=99re aware of. Phil needs a comprehensive list in or= der to make the changes. If it=E2=80=99s not listed, then it won=E2=80=99t be upda= ted. o Additions to the List are* due 12/5/25* =C2=A7 LINK to List of Website Updates: https://docs.google.com/document/d/1nAs4dDmLsD5IXgSTMUS2tz2beXfKIHUC/edit?u= sp=3Ddrive_link&ouid=3D109966378199994490144&rtpof=3Dtrue&sd=3Dtrue *UAT Testing* *If there is no response to the below questions from Operations, then there will be no UAT testing.* Troy asks the Business - @Tiffany Silton @Audra Wil

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