Re: Updated invitation: Monthly MOR | Corp Canada & National On-Call @ Wed Mar 25, 2026 4:30pm - 5pm (EDT) (Timothy Thomas)

From
Natalie Graham <natalie.graham@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Katherine Cope <katherine.cope@thekey.com>
CC
Geraldine Terlecki <geraldine.nath@thekey.com>, Chris Gerard <chris.gerard@thekey.com>
Date
Wed, 18 Mar 2026 11:40:08 -0700
Folder
INBOX
--0000000000009390fa064d50c813 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Looping in Katherine to confirm. *Natalie Graham* Executive Assistant to the CEO | *TheKey* [image: TheKey] On Wed, Mar 18, 2026 at 11:39=E2=80=AFAM Timothy Thomas wro= te: > Hi all, > > I want to confirm whether this MOR meeting is specifically for the Canada > Corp P&L or a roll up of all Canadian sites. The Canada corp account has = no > attributed revenue and consists mostly of my salary and accounting / lega= l > related costs. > > Thanks > Tim > > On Wed, Mar 18, 2026 at 2:18=E2=80=AFPM Natalie Graham > wrote: > >> Monthly MOR | Corp Canada & National On-Call >> Join with Google Meet =E2=80=93 Monthly MOR ProcessThe MOR financial pac= kage will >> be distributed during the 3rd week of each month.Review meetings with Ch= ris >> and Gerri will take place during the 4th week of each month throughout F= Y2 >> >> This event has been updated >> Changed: description >> >> Join with Google Meet >> >> Meeting link >> meet.google.com/mpy-ebqm-yab >> >> Join by phone(US) +1 402-989-0257 >> PIN: 439438718 >> >> More phone numbers >> Description >> CHANGED >> >> *Monthly MOR Process* >> >> - *The MOR financial package will be distributed during the 3rd week >> of each month.* >> - *Review meetings with Chris and Gerri** will take place during the >> 4th week of each month throughout FY2026.* >> >> >> >> *During these meetings, each leader should come prepared to:* >> >> - *Explain any material variances to budget (MTD and YTD).* >> - *Share action plans to manage or reduce spend in future months if >> necessary to ensure YTD actuals remain aligned with budget.* >> - *Discuss any known risks, unexpected expenses, or anticipated >> financial impacts, along with mitigation or management plans.* >> >> >> >> *These sessions are intended to be constructive working >> discussions=E2=80=94providing a forum to review performance, address ris= ks early, >> and ensure alignment on actions needed to achieve financial targets.* >> >> >> >> *Meeting Scheduling* >> >> *We will coordinate with Natalie Graham to begin scheduling sessions >> in March for the February financial review.* >> >> - *Meetings will be held Wednesday and Thursday during the 4th week >> of each month, likely between 10:00 AM =E2=80=93 5:00 PM EST.* >> - *Scheduling will primarily be based on Chris and Gerri=E2=80=99s >> availability.* >> - *We ask that leaders remain flexible and make every effort to >> accommodate the scheduled time or coordinate directly with Natalie if >> conflicts arise.* >> >> >> >> *Planful Access & Self-Service Reporting* >> >> *All department leaders will have access to Planful (Access EXPIRES ever= y >> 30 days =E2=80=93 Please ensure you are logging in regularly). We are cu= rrently >> confirming access and will be assigning two standard reports that will >> enable leaders to independently monitor and review their department=E2= =80=99s >> financial perfo

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