Re: 01/13/25 - Action Required - $41k Open Balance - New Client Audit Results

Hi Alejandro

All docs have been uploaded to the client profiles for Waterloo clients
Vona, Pilkington, Robinson, Geiger and Racicot.

Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>


On Mon, Jan 13, 2025 at 4:52 PM <aaponte@thekey.com> wrote:

> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $41k open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Oct-Dec 2024 who account for over $32k of these
> open balances. The deadline for January commissions is Friday February 7th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1QcM_8GK41aA4W-6qvks2Ah73SaPAEVGA/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $33k in
>    total with over $25K open for clients with start dates in Oct-Dec 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 44.
>    - Canada Division currently has the second largest open balance at
>    over $4k in total with over $4k open for clients with start dates in
>    Oct-Dec 2024.
>    - East Division has the second largest # of clients that have started
>    services in need of attention at 30.
>
>
>
>
>
> *Approx $41k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $32k open balance for
> clients with start dates in Oct-Dec 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Friday, January 10, 2025 5:25 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 01/10/25 - Action Required - $168k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $168k open
> balance for these client’s missing documentation listed by division. Please
> review and address the document attached in the link below, including any
> clients with a start month in Oct-Nov 2024 who account for over $18k of
> these open balances. *The deadline for December commissions is Friday
> January 10th*, please reach out to Alejandro Aponte, and Jeannie Ortiz
> with any questions. ***Please note changes made after the updated report
> has been generated will not be reflected until the client is re-audited and
> an updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1PaRomw92cFxlGCACeJlzn_13mhUtDh65/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $111k
>    in total with over $5K open for clients with start dates in Oct-Nov 2024
>    and has the largest # of clients that have started services in need of
>    attention at 49.
>    - East Division currently has the second largest open balance at over
>    $46k in total with over $12k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 34.
>
>
>
>
>
> *Approx $168k open balance due for clients with a missing/incomplete
> Client Consent Agreement or payment authorization forms. $18k open balance
> for clients with start dates in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Thursday, January 9, 2025 5:00 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 01/09/25 - Action Required - $308k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $308k open
> balance for these client’s missing documentation listed by division. Please
> review and address the document attached in the link below, including any
> clients with a start month in Oct-Nov 2024 who account for over $25k of
> these open balances. *The deadline for December commissions is Friday
> January 10th*, please reach out to Alejandro Aponte, and Jeannie Ortiz
> with any questions. ***Please note changes made after the updated report
> has been generated will not be reflected until the client is re-audited and
> an updated report is generated.
>
>
>
> ****Please note, the 308k balance is due to invoices generating yesterday
> for the week. Clients on autopay but with an outstanding issue of POA
> paperwork missing or an incomplete consent agreement are still on this
> audit. Clients on Autopay will have their invoice automatically processed
> Friday evening. *
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/18WzGWavPx1PQQREnRH2QzemCrYPhLl2B/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $203k
>    in total with over $5K open for clients with start dates in Oct-Nov 2024
>    and has the largest # of clients that have started services in need of
>    attention at 58.
>    - East Division currently has the second largest open balance at over
>    $59k in total with over $12k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 34.
>
>
>
>
>
> *Approx $308k open balance due for clients with a missing/incomplete
> Client Consent Agreement or payment authorization forms. $25k open balance
> for clients with start dates in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Wednesday, January 8, 2025 4:42 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 01/08/25 - Action Required - $146k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $146K open
> balance for these client’s missing documentation listed by division. Please
> review and address the document attached in the link below, including any
> clients with a start month in Oct-Nov 2024 who account for over $23k of
> these open balances. *The deadline for December commissions is Friday
> January 10th*, please reach out to Alejandro Aponte, and Jeannie Ortiz
> with any questions. ***Please note changes made after the updated report
> has been generated will not be reflected until the client is re-audited and
> an updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1jMZDepZyMJXo_h9IHTn2xDEAlOOvgggE/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $102k
>    in total with over $5K open for clients with start dates in Oct-Nov 2024
>    and has the largest # of clients that have started services in need of
>    attention at 53.
>    - East Division currently has the second largest open balance at over
>    $18k in total with over $11k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 34.
>
>
>
>
>
> *Approx $146k open balance due for clients with a missing/incomplete
> Client Consent Agreement or payment authorization forms. $23k open balance
> for clients with start dates in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, January 7, 2025 5:19 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 01/07/25 - Action Required - $63k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $63K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Oct-Nov 2024 who account for over $15k of these
> open balances. *The deadline for December commissions is Friday January
> 10th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1flRwnzIBi_VhWPx6g1OfHdnwOy54f6nc/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $26k in
>    total with over $4K open for clients with start dates in Oct-Nov 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 44.
>    - East Division currently has the second largest open balance at over
>    $22k in total with over $11k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 28.
>
>
>
>
>
> *Approx $63k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $15k open balance for
> clients with start dates in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, January 6, 2025 4:39 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 01/06/25 - Action Required - $69k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $69K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Oct-Nov 2024 who account for over $15k of these
> open balances. *The deadline for December commissions is Friday January
> 10th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1SU-QNy4HWtl1euXXwl2WByz-I64CDgWK/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $33k in
>    total with over $4K open for clients with start dates in Oct-Nov 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 41.
>    - East Division currently has the second largest open balance at over
>    $20k in total with over $11k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 21.
>
>
>
>
>
> *Approx $69k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $15k open balance for
> clients with start dates in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, December 30, 2024 5:55 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/30/24 - Action Required - $61k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $61K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Oct-Nov 2024 who account for over $10k of these
> open balances. The deadline for December commissions is Friday January
> 10th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1y2SRZXGSy4JuXuLDaXqrfdCxz-Q4AfYl/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $41k in
>    total with over $2K open for clients with start dates in Oct-Nov 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 50.
>    - East Division currently has the second largest open balance at over
>    $9k in total with over $7k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 21.
>
>
>
>
>
> *Approx $61k open balance due for clients with a missing/incomplete CCA or
> payment authorization forms. $10k open balance for clients with start dates
> in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, December 23, 2024 5:35 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/23/24 - Action Required - $44k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
> I hope you all had a great weekend and have a great Holiday coming up.
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $44K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Oct-Nov 2024 who account for over $8k of these open
> balances. The deadline for December commissions is Friday January 10th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1f2JnIEnDB286UZKL47X-3rqR2fUzj15h/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $34k in
>    total with over $3K open for clients with start dates in Oct-Nov 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 48.
>    - East Division currently has the second largest open balance at over
>    $4k in total with over $3k open for clients with start dates in Oct-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 21.
>
>
>
>
>
> *Approx $44k open balance due for clients with a missing/incomplete CCA or
> payment authorization forms. $8k open balance for clients with start dates
> in Oct-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, December 16, 2024 3:41 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com;
> chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com;
> joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com;
> generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/16/24 - Action Required - $52k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
> I hope you all had a great weekend.
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $52K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Sep-Nov 2024 who account for over $36k of these
> open balances. The deadline for December commissions is Friday January
> 10th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/17906BIICoa6dhZVQkfgZfzrMVj2Nwm6K/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $28k in
>    total with over $13K open for clients with start dates in Sep-Nov 2024 and
>    has the largest # of clients that have started services in need of
>    attention at 30.
>    - East Division currently has the second largest open balance at over
>    $21k in total with over $20k open for clients with start dates in Sep-Nov
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 20.
>
>
>
>
>
> *Approx $52k open balance due for clients with a missing CCA or payment
> authorization forms. $36k open balance for clients with start dates in
> Sep-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, December 9, 2024 5:05 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/09/24 - Action Required - $25k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
> I hope you all had a great weekend.
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $25K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in May-Nov 2024 who account for over $25k of these
> open balances. The deadline for December commissions is Friday January
> 10th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1ZSWVFcutZT8DylGspoTDfiWlSlso6Wv8/edit?gid=104340023#gid=104340023>
>
>
>
>    - East Division currently has the largest open balance at over $16k in
>    total with over $16K open for clients with start dates in May-Nov 2024 and
>    has the second largest # of clients that have started services in need of
>    attention at 9.
>    - West Division currently has the second largest open balance at over
>    $5k in total with over $5k open for clients with start dates in May-Nov
>    2024 and has the largest # of clients that have started services in need of
>    attention at 10.
>
>
>
>
>
> *Approx $25k open balance due for clients with a missing CCA or payment
> authorization forms. $25k open balance for clients with start dates in
> May-Nov 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Friday, December 6, 2024 12:51 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/06/24 - Action Required - $32k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $32K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in May-Oct 2024 who account for over $17k of these
> open balances. *The deadline for November commissions is Friday December
> 6th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1flfETnR1kt0MkspxqsDg62TXfsBPKQEb/edit?gid=104340023#gid=104340023>
>
>
>
>    - East Division currently has the largest open balance at over $17k in
>    total with over $16K open for clients with start dates in May-Oct 2024 and
>    has the second largest # of clients that have started services in need of
>    attention at 9.
>    - West Division currently has the second largest open balance at over
>    $12k in total with $4.02 open for clients with start dates in May-Oct 2024
>    and has the largest # of clients that have started services in need of
>    attention at 11.
>
>
>
>
>
> *Approx $32k open balance due for clients with a missing CCA or payment
> authorization forms. $17k open balance for clients with start dates in
> May-Oct 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Thursday, December 5, 2024 4:51 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/05/24 - Action Required - $34k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $34K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Sept-Oct 2024 who account for over $17k of these
> open balances. *The deadline for November commissions is Friday December
> 6th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1fBgF178FDCHSfTUztJAp1lXG8IDVfXAG/edit?gid=104340023#gid=104340023>
>
>
>
>    - East Division currently has the largest open balance at over $19k in
>    total with over $16K open for clients with start dates in Sept-Oct 2024 and
>    has the second largest # of clients that have started services in need of
>    attention at 12.
>    - West Division currently has the second largest open balance at over
>    $13k in total with $4.02 open for clients with start dates in Sept-Oct 2024
>    and has the largest # of clients that have started services in need of
>    attention at 17.
>
>
>
>
>
> *Approx $34k open balance due for clients with a missing CCA or payment
> authorization forms. $17k open balance for clients with start dates in
> Sept-Oct 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Wednesday, December 4, 2024 4:31 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/04/24 - Action Required - $58k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $58K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Sept-Oct 2024 who account for over $13k of these
> open balances. *The deadline for November commissions is Friday December
> 6th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1keEQvUl1Xa2i5NfJgGrLw1z_AplSISzd/edit?gid=104340023#gid=104340023>
>
>
>
>    - West Division currently has the largest open balance at over $34k in
>    total with $4.02 open for clients with start dates in Sept-Oct 2024 and has
>    the largest # of clients that have started services in need of attention at
>    18.
>    - East Division currently has the second largest open balance at over
>    $21k in total with over $12k open for clients with start dates in Sept-Oct
>    2024 and has the second largest # of clients that have started services in
>    need of attention at 15.
>
>
>
>
>
> *Approx $58k open balance due for clients with a missing CCA or payment
> authorization forms. $13k open balance for clients with start dates in
> Sept-Oct 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, December 3, 2024 5:07 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/03/24 - Action Required - $20k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $20K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Sept-Oct 2024 who account for over $13k of these
> open balances. *The deadline for November commissions is Friday December
> 6th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1fAGJprCV7sjIr-U57jwY-2RiSjzHBmcq/edit?gid=104340023#gid=104340023>
>
>
>
>    - East Division currently has the largest open balance at over $15k in
>    total with over $12k open for clients with start dates in Sept-Oct 2024 and
>    has the second largest # of clients that have started services in need of
>    attention at 16.
>    - West Division currently has the second largest open balance at over
>    $3k in total with $4.02 open for clients with start dates in Sept-Oct 2024
>    and has the largest # of clients that have started services in need of
>    attention at 18.
>
>
>
>
>
> *Approx $20k open balance due for clients with a missing CCA or payment
> authorization forms. $13k open balance for clients with start dates in
> Sept-Oct 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, December 2, 2024 5:41 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>;
> 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <
> mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>;
> 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <
> tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer
> Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <
> chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com;
> wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 12/02/24 - Action Required - $34k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great Holiday.
>
>
>
> Please see the below summary by division for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $34K open balance
> for these client’s missing documentation listed by division. Please review
> and address the document attached in the link below, including any clients
> with a start month in Sept-Oct 2024 who account for over $13k of these
> open balances. *The deadline for November commissions is Friday December
> 6th*, please reach out to Alejandro Aponte, and Jeannie Ortiz with any
> questions. ***Please note changes made after the updated report has been
> generated will not be reflected until the client is re-audited and an
> updated report is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1gAjPDtzqP1L9ggxvwGjS36-ebb8RdJ2K/edit?gid=622680794#gid=622680794>
>
>
>
>    - East Division currently has the largest open balance at over $27k in
>    total with over $12k open for clients with start dates in Sept-Oct 2024 and
>    has the second largest # of clients that have started services in need of
>    attention at 19.
>    - West Division currently has the second largest open balance at over
>    $6k in total with $4.02 open for clients with start dates in Sept-Oct 2024
>    and has the largest # of clients that have started services in need of
>    attention at 20.
>
>
>
>
>
> *Approx $34k open balance due for clients with a missing CCA or payment
> authorization forms. $13k open balance for clients with start dates in
> Sept-Oct 2024.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>