--_004_BY1PR14MB74158FF1670567E49192D899ABF3ABY1PR14MB7415namp_ Content-Type: multipart/alternative; boundary="_000_BY1PR14MB74158FF1670567E49192D899ABF3ABY1PR14MB7415namp_" --_000_BY1PR14MB74158FF1670567E49192D899ABF3ABY1PR14MB7415namp_ Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable Hi Tammi, Invoices generate out of Netsuite so the logo will need to be updated there= . Will coordinate with Troy and Team on this. We also have a meeting to ens= ure we are aligned internally on impacts from a finance perspective. Will c= ircle back and keep you updated on the list we have. Thank you, Michelle Schefter Director of Finance | TheKey Phone: 408.837.0579 [cid:f3e76c3d-8055-4ee1-9095-06cc2de6bbaa] ________________________________ From: Tammi Franzese Sent: Monday, October 20, 2025 1:01 PM To: Nina Kani ; Steve Koyanagi ; Li= sa Spiegler ; Adriana Mendez ; Andrew Taylor ; Erika Golden ; Germaine Daniels ; Kathryn Nester ; Lyndsey Organ ; Natalie Caho= one ; Olivia Farrow ;= Tiffany Silton ; Sara Stuhlsatz ; Sky Cross ; Timothy Thomas ; Kr= isten Jarbo ; Michael Jichetti ; Mansi Mehta ; Alyson Rohane ; DeeAnne Flegel ; Katherine Cope ; Alyssa Robles ; An Ly ; Anotte Francois ; Audra William= s ; Jazman Ramos ; Katherine Midura ; Troy Riha ; Michelle Schefter = Cc: Roxana Cruz ; Phil Chanda ; G= eraldine Terlecki Subject: CAD Amalgamation - Status Update/ Rcap of 10/14/25 CAD AMALGAMATION =96 STATUS UPDATE | RECAP OF 10/14/25 MEETING FOLLOW UP=92S FROM MEETING ON OCT. 7, 2025 1) Invoice logo. (Michelle Schefter) a) Michelle was unable to attend this meeting, but the group discussed th= is i) Invoices are generated from Wellsky. Informed that all invoices have= TheKey logo. (1) Is this sufficient? Will any changes need to be made? 2) Do marketing materials and the website need to be updated?(Kathryn Nes= ter) a) Kathryn unable to attend the meeting, but the group discussed this i) Yes, others agree that updates are needed to the website, marketing = materials, and the privacy policy. b) Added Phil as optional to meetings so she=92s in the loop NOTICES TO EMPLOYEES AND CLIENTS =96 Must be sent no later than 11/1/2025 (Notices are approved by Legal and Payroll. Use =93approved=94 template in = file.) 3) Clients' 60-day notices a) Umesh - resource owner b) Automated client notices will be emailed on 10/27/25 with delivery and= read receipt c) Sent Umesh the approved English notice template d) PENDING: French version from Legal =96 waiting for translation approva= l e) Clients in Montreal need to receive both the English and French versio= ns 4) CG's 60-day notices a) Communications =96 resource owner b) PENDING - Once Legal gets translation approved, Tammi will send you th= e French version. c) Those in Montreal need to receive both English and French versions. d) An email will be sent to all CGs by 11/1/25 with delivery and read rec= eipt. 5) Corp. Employees=92 60-day notices a) Communications - resource owner b)