CAD Amalgamation - Status Update | Recap of 11/18/25 meeting *Please read, task enclosed*

From
Tammi Franzese <tammi.franzese@thekey.com>
To
Phil Chanda <phil.chanda@thekey.com>, Emma Zumsen <emma.zumsen@thekey.com>, Troy Riha <troy.riha@thekey.com>, Sky Cross <sky.cross@thekey.com>, Steve Koyanagi <skoyanagi@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>, Jazman Ramos <jramos@thekey.com>, Lisa Spiegler <lisa.spiegler@thekey.com>, Andrew Taylor <andrew.taylor@thekey.com>, Erika Golden <egolden@thekey.com>, Germaine Daniels <germaine.daniels@thekey.com>, Kathryn Nester <knester@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>, Michael Jichetti <michael.jichetti@thekey.com>, Michelle Schefter <michelle.kenaga@thekey.com>, Nina Kani <nkani@thekey.com>, Olivia Farrow <olivia.farrow@thekey.com>, Roxana Cruz <rcruz@thekey.com>, Sara Stuhlsatz <sara.stuhlsatz@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Timothy Thomas <tt@thekey.com>, Kristen Jarbo <kjarbo@thekey.com>, DeeAnne Flegel <deeanne.flegel@thekey.com>, Katherine Midura <kguildner@thekey.com>, Natalie Cahoone <natalie.cahoone@thekey.com>, Geraldine Terlecki <geraldine.nath@thekey.com>, Adriana Mendez <adriana.mendez@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Katherine Cope <marykatherine.cope@thekey.com>, Mansi Mehta <mmehta@thekey.com>, An Ly <an.ly@thekey.com>, Anotte Francois <anotte.francois@thekey.com>, Audra Williams <audraw@thekey.com>, Jeannie Ortiz <jeannie.ortiz@thekey.com>
Date
Tue, 18 Nov 2025 15:05:21 -0500
Folder
INBOX
--0000000000000c09af0643e3fead Content-Type: multipart/alternative; boundary="0000000000000c09ae0643e3feab" --0000000000000c09ae0643e3feab Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, Thank you for attending today's meeting. Everything appears to be on track. We really appreciate your help with this large endeavor. *NOTES: * - *Everyone, see the task under Marketing. This task is for everyone. Due date: 12/5/2025* - *Those who are highlighted below, please reply to this group with your update.* ___________________________________ See Recap below: *CAD AMALGAMATION =E2=80=93 Status Update | Recap of 11/18/2025 MEETING* *UPDATES* Legal/Local Office =E2=80=93 =C2=B7 Insurance Brokers. Both insurance brokers have confirmed tha= t 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. (Tammi sent template on 11/12/25) =C2=B7 Response to VCH vetting process complete. Nina is POC while = Tammi is OOO =C2=B7 *CNESST. @Timothy Thomas update? Tim, will = you please provide us an update on CNESST?* =C2=B7 12/22 or 12/23/25. Tim to be available to have amalgamation documents notarized. Payroll =C2=B7 Working with KPMG to notify Workers Comp (WC) regimes of nam= e change, payroll. Tim and GMs will handle anything related to injuries. o 11/18/25 Germaine sent follow up email to KPMG asking them to confirm they have all they need to send the notices =C2=B7 Working with KPMG on Employer Health Tax (EHT). o 11/18/25: Germaine sent follow up email asking KPMG to confirm they have everything they need to handle EHT on our behalf. Marketing The marketing collaterals and website will go from each individual entity (total of 6) to just one called TheKey Care Ltd. =C2=B7 Print Collaterals - @Emma Zumsen w= ill you please add a deadline? Is there anything you need from others to accomplish this task? =C2=B7 List of changes to be made to website(s). o *All*, 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 order to make t= he changes. If it=E2=80=99s not listed, then it won=E2=80=99t be updated. 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 Troy asks the Business - @Tiffany Silton and @Audra Williams =C2=B7 What is the goal for UAT? This is existing functionality so = what does the business want to test? =C2=B7 Is it just a smoke test to ensure we have configured things correctly? =C2=B7 If yes, what systems and specific tests are desired? *UPCOMING MEETINGS* *Tammi is OOO for the date below. Nina is the POC and spearheading the meetings below* Tuesday, 11/25/25 at 2pm eastern Tuesday, 12/2/25 at 2pm eastern Tuesday, 12/9/25 at 2pm eastern Tuesday, 12/

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