This is a multipart message in MIME format. ------=_NextPart_000_0B78_01DCB093.70B89BA0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0B79_01DCB093.70B89BA0" ------=_NextPart_001_0B79_01DCB093.70B89BA0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, =20 Thank you for reaching out. I agree that there will likely not be much = to cover on a regular basis in this specific roll-up. However, we can = mention that during the first review with Chris and see if he would = prefer to cancel them going forward. =20 Joel will be working on the MOR meetings for your individual locations, = as he is responsible for the field. =20 Let me know if you want to discuss further. I will mention to Gerri that = this could be removed. =20 Thank you, Katherine Cope Director, FP&A Corporate Reporting and Treasury | TheKey Mobile: 865.789.4301 =20 From: Timothy Thomas =20 Sent: Monday, March 9, 2026 12:31 PM To: marykatherine.cope@thekey.com Subject: Re: Monthly MOR Financial Review Process for FY2026 - January = 2026 Package (GT!) =20 Hi Katherine, =20 This report includes only one tab and covers the Canadian parent = company. Not the roll up of the individual locations. I don't think = reviewing this version would be very useful. =20 Please advise, Tim =20 On Mon, Mar 9, 2026 at 12:01=E2=80=AFPM > wrote: Good Morning, =20 In collaboration with Gerri, we have finalized the Month-End Operating = Review (MOR) financial package that will be distributed monthly to each = Corporate department leader. Attached is your January package as a = preview for your review. The package includes two primary tabs: * Tab 1: Department P&L pulled from Planful * Tab 2: Expense detail by resource and category from Coupa =20 This package will serve as the foundation for our monthly financial = review discussions. Our objective is to ensure leaders have clear = visibility into their financial performance, while reinforcing = accountability for managing departmental budgets. Our team is here to = support you through collaboration and partnership, but each leader is = ultimately responsible for understanding, managing, and delivering their = financial results in alignment with their approved budget. =20 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. =20 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. =20 These sessions are intended to be constructive working = discussions=E2=80=94providing a forum to review performance, address = risks early, and