🌅 Morning Briefing
Wednesday, 18 March 2026
📋 30 open tasks ⏳ 20 W/F overdue 🏗️ 5 build tasks open 📌 6 tasks due today 📬 3 email actions 💬 4 Slack actions
01🚨 PRIORITY ALERTS
🔴 Rollcard Governance Charter — OVERDUE TODAY — Richard Aponte requested feedback/approval by today (Wed 3/18) in #rollcard-internal. Must review and respond before EOD.
🔴 SOX ELC-21 Walkthrough — due Mar 31 — Workiva task confirmed. Feb 2026 package + CFO review evidence needed. Niall / Adria / Jean owners. Seamus confirmed removed from expense task ✓.
🔴 Seamus — signing delay — Queried this morning: "delay until Mike is comfortable?" — reply pending. Resolve in Seamus 1:1 (14:00 today).
🟡 Milana Zigic — NetSuite access — Desmond's account removed; Milana asked Niall to reinstate for EOM reports. Action needed today.
🟡 Cube connector accuracy — Commitment to Kevin — "Full detailed checks complete EOW." Due Fri 20 Mar. Gavin owns execution. Confirm he's on track.
🟡 Roll Card Funds Flow call — Fri 20 Mar 11:00 EST — Conleth + Darin Petty (GoChisel). Awaiting call. Conleth owns this. Confirm Conleth prepped.
🟡 Treasury Strategy Monthly Call — Invite from Conleth unread. Accept/decline needed. Discuss in Treasury 1:1 (15:30 today).
🟡 Nicola — AR matching — Invoice matching prompt updated; aging diff still open. Update expected. T092 due today. Review Nicola's feedback and agree next steps.
✅ INFO captured — Baker Tilly SOX emails: Niall now included ✓ | Seamus removed from expense task ✓ | Bank Account Rationalisation: status update sent to Elias ✓ | CRB MSA redlines delayed to next week (ACH terms flagged) — noted
02🏗️ BUILD BLOCK
⚠️ Limited build window — meetings from 09:30 continuous until at least 16:00. Best bet: build slot 09:30 if you can take it before Gavin catch-up. Only 1–2 tasks realistic today.
ID TASK PRI TYPE
T009 Create action plan for moving AR invoice matching process to AI Agent → Paddy Sherry (linked to Nicola feedback review) MED BUILD
T006 Understand Cube Boards — assess how it can surface information to the business → Gavin Smith due Fri 20 Mar MED BUILD
T091 Provide Viktor with team deliverables data — agenda deadlines, report submissions, month-end, payroll, quarterly items due Sat 21 Mar MED BUILD
T015 Flesh out current Ramp status — automated process push ⚠️ overdue 09 Mar MED BUILD
03📅 MEETINGS TODAY — Heavy Day
TIME MEETING ATTENDEES PREP NOTE
09:00–09:30 Morning Briefing Niall | ADMIN ✅ This briefing
09:30 BUILD Niall | BUILD 🏗️ Short window — 1 task only before 10:15
10:15–10:45 Niall / Gavin Catch-Up Gavin Smith → Cube connector accuracy EOW commitment · FP&A framework clarity · Colin headcount items (T071)
11:00 LNG Niall | SOLO Solo prep/work block
13:00 BI/Data + Finance Monthly Touchpoint Raulli / Gavin / Bela / Akis / Nemanja / Jason / William → Channel attribution logic links to 15:00 session
14:00 Seamus: Niall 1:1 Seamus Barry 🔴 Resolve signing delay query ("delay until Mike is comfortable?") · Post month-end debrief (T005) · 3EN Phase 1 status (W014)
15:00 Review Channel Attribution Logic Raulli + team Follows BI/Data session
15:30 Treasury 1:1 Conleth Fay → Funds flow Fri call prep (Darin Petty/GoChisel) · Treasury Strategy Monthly Call invite — accept/decline · Bank Account Rationalisation update · Costa Rica shortfalls T072
16:00 Finance Leadership Catch-Up Elias / Jean / Adria → SOX ELC-21 (Niall/Adria/Jean) · ExCo sharing plan (T086) · C-level AP approval process (T090)
16:00 Rollcard Project Sync Niall + Chisel team → Governance Charter — review Richard Aponte's feedback request BEFORE this meeting (T072 area)
17:15 End of Day Scan Niall | ADMIN ✅ Scheduled
🔴 Very heavy day — 8 meetings. Finance Leadership (16:00) and Rollcard Project Sync (16:00) appear to overlap — check calendar. Build window is 09:30–10:15 only (45 min).
04🔥 MUST-CLOSE TODAY
T092 Review Nicola feedback on AR — assess issues raised and agree next steps ⚠️ DUE TODAY HIGH SOLVE
T090 Discuss new C-level AP approval process with Elias and summarise approach → Finance Leadership 16:00 HIGH ALIGN
T071 Relay Colin Headcount items to Gavin ⚠️ overdue 16 Mar → Gavin catch-up 10:15 HIGH DELEGATE
T086 Add ExCo sharing plan to next Elias agenda — not discussed 16 Mar → Finance Leadership 16:00 MED COMMS
T072 Ensure Conleth aligns with Gary on Costa Rica shortfalls → Treasury 1:1 15:30 HIGH ALIGN
T083 Monitor feedback from Gavin on Amelia/Serbian team issues + follow-up → Gavin catch-up 10:15 MED MONITOR
T075 Get Ian's Gross Profit report designed ⚠️ DUE TODAY MED DELEGATE
EMAIL 📧 Milana Zigic — Reinstate Desmond's NetSuite account for EOM reports — reply today
EMAIL 📩 Conleth — Treasury Strategy Monthly Call invite — accept/decline
SLACK 💬 #rollcard-internal / Richard Aponte — Governance Committee Charter feedback/approval — DUE TODAY
SLACK 💬 Seamus DM — Reply re signing delay ("delay until Mike is comfortable?")
05📬 EMAIL ACTION SCAN (from EOD feed)
🔴 TASK | Workiva | SOX ELC-21 Walkthrough — due Mar 31 — Feb 2026 pkg + CFO review evidence — Niall / Adria / Jean
🟡 W/F | Conleth Fay | Roll Card Funds Flow — 11 EST Fri 20 Mar call w/ Darin Petty (GoChisel) — awaiting call. Confirm Conleth prepped.
🟡 REPLY | Conleth Fay | Treasury Strategy Monthly Call invite — unread — accept/decline needed. Raise in 15:30 Treasury 1:1.
ℹ️ Jean Costello | SOX Reminder — Niall now included in Baker Tilly emails ✓
ℹ️ Adria Hutchison | RE: SOX — confirmed Seamus removed from expense task ✓
ℹ️ Conleth Fay | Bank Account Rationalisation — status update sent to Elias ✓
06💬 SLACK ACTION SCAN (from EOD feed)
Direct Reports
⏳ Seamus DM — "delay until Mike is comfortable?" — reply pending. Address in 14:00 1:1 or earlier.
✅ Gavin DM — 1:1 scheduled 10:15–10:45 ✓
Key DMs — Others
🔴 Milana Zigic — NetSuite access: Desmond's account removed, asked Niall to reinstate for EOM reports. Action today.
⏳ Nicola Iddon — AR matching: invoice matching prompt updated, aging diff still open. Update expected today. (Links to T092)
✅ Paddy Sherry — Viktor admin tasks visible to admins confirmed OK ✓
Channels
🔴 #rollcard-internal | Richard Aponte — Governance Committee Charter: feedback/approval requested by TODAY. Review before 16:00 Rollcard sync.
⏳ #rollcard-internal | Michael Stein — CRB MSA redlines delayed to next week. ACH terms removal flagged. Monitor.
ℹ️ #mgmt-financial-reporting — Kevin McCrystle re Cube connector accuracy — Niall committed "full detailed checks complete EOW" (Fri 20 Mar). Gavin tracking ✓
07⏳ W/F DEBT — Top Overdue
Wednesday 11:30 W/F chase cron will run today and flag full list. Highlighted here: highest-stakes overdue items.
ID OWNER ITEM OVERDUE
W014 Seamus 3EN Phase 1 critical items list + Jean briefing 9d
W031 Gavin Rollcard model plan (debit loss benchmarking) 6d
W035 Gary RollCard vendor matrix (who paid, payment terms, basis) 5d
W034 Gavin Mid-month NetSuite bills data quality check 5d
W009 Mike G Validate Rotowire Contract Waterfall 11d
W040 Rob Inform staff re security fobs for banking — due today TODAY
Full W/F review at 11:30 cron · 20 overdue total
08🏃 TRAINING — Week Status
0/2
Lifts
0/3
Runs
0/2
Walks
🔴 No sessions logged this week yet. Wed is an easy lunch run day. Heavy meeting day — target a walk at min. Reply run done or walk done after lunch.
Viktor Briefing · Wed 18 Mar 2026 · Built from EOD feed (17 Mar) + live task state
Commands: done T0XX · defer T0XX · wf done W0XX · run done · lift done · walk done