🌅 Morning Briefing — Monday 23 March 2026

W13 · VP Finance · Annual leave starts Thursday 26 Mar · Q1 ends 31 Mar (8 days)

🔴 1 PRIORITY ALERTS
⏰ Annual Leave Thu 26 Mar — only 3 working days left this week. All Q1 deliverables must land by Wed. Identify hand-off items TODAY via direct report round-ups.
🔴 Q1 ends in 8 days (31 Mar) — 6 Red/Amber objectives with no active task coverage. NetSuite partner transition (Red health) and non-affiliate revenue (Red health) are at risk. No time to recover without immediate action today.
⚡ Calendar conflict at 12:00 — IT Casinos meeting (Jason/Daniel/Andrew/Lee) vs Jean–Niall regular catch-up. Both TENTATIVE. Decide which to prioritise now.
🟡 21 W/F items overdue — Gavin owns 11 (up from last week's 15). Batch-check due at Niall/Gavin 1:1 at 16:30. Seamus owns 4 overdue items.
🟡 Kevin (Repair) — 13 days overdue for check-in. No meeting scheduled today. Consider Slack or short call this week before annual leave.
🟡 Elias + Colin (Watch) — both 2 days overdue. Elias has Treasury Strategy call at 15:00 (TENTATIVE) — use to reset the clock if it runs.
🏗️ 2 TODAY'S INTENT — BUILD BLOCK
Build window: 09:30–11:00 ✅ — clear before AI AR meeting at 11:30. Target 3 Build tasks (VP schedule). Annual leave Thu — prioritise things that need YOU, not delegation.
OVERDUE BUILD (carry from last week)
T101 IA roadmap consolidation — gather all IA items/tasks/plans into coherent next steps OverdueBuild
T108 Continue G&A cost build OverdueBuild
PULL FROM THIS WEEK (suggest 1 more to fill window)
T124 Identify deliverables during annual leave (Thu + following week) — consolidate from direct reports Mon/Tue HighBuild
📋 7 Build tasks due this week (T106, T107, T110, T121, T124, T129, T130) — more than the 3/day window allows. Suggest deferring T107 (2027 plan with Gavin) and T110 (Cube user guide) to post-leave.
📅 3 MEETINGS TODAY — Mon 23 Mar
09:00–09:30 Morning Briefing (solo)
09:30–11:00 BUILD Window (solo)
🔒 Protect — no interruptions
11:30–12:00 AI AR Team
Nicola Iddon | Prep: AI incoming cash matching agenda
12:00–13:00 IT Casinos: Discussion on noted discrepancies ⚡ CONFLICT
Jason McNamara, Daniel O'Mahony, Andrew Baumann, Lee Gwilliam | TENTATIVE
12:00–12:30 Jean – Niall regular catch-up ⚡ CONFLICTS w/ IT Casinos
Jean Costello | TENTATIVE — Resolve conflict
13:30–14:00 Treasury Roadmap / AP Impact
Conleth Fay, Gary Malone | TENTATIVE
15:00–16:00 Treasury Strategy Monthly Call ⚡ CONFLICT
Conleth Fay, Elias Mark | TENTATIVE
15:30–16:15 Gary / Niall 1:1 ⚡ CONFLICTS w/ Treasury Strategy
Gary Malone | TENTATIVE — Resolve conflict
16:15–17:15 NB Opco Prep (solo)
16:30–17:30 Niall / Gavin 1:1 ⚡ CONFLICTS w/ Opco Prep
Gavin Smith | TENTATIVE — Resolve conflict
17:15–17:45 End of Day Scan (solo)
⚡ 3 conflicts to resolve: (1) 12:00 IT Casinos vs Jean catch-up — pick one. (2) 15:00 Treasury Strategy vs 15:30 Gary 1:1 — stagger or merge. (3) 16:15 Opco Prep vs 16:30 Gavin 1:1 — both TENTATIVE, confirm order.
🎯 4 MUST-CLOSE TODAY
⚠️ 18 non-Build tasks due today/overdue — well above the 5-cap. Triage ruthlessly. Tasks marked ★ are highest leverage.
★ HIGH-PRIORITY TODAY
T132 Talk to Alex Monday — team changes clarity (Jira), push on analysis (Claude), promotions context Today
T105 Meet with Gary — new structure plans, come up with a plan Today
T102 Get Jean introduced to 3EN — next step with Seamus Today
T125 Check with Conleth on Funds Flow meeting outcome from Fri Today
T061 Remind Mike + Seamus: Leapfin plan status Today
EMAIL ACTIONS — FROM VIKTOR-FEED (capture/reply needed)
EMAIL Seamus — Revenue March 2026 month-end: JE approval timing flagged; Seamus on leave next week → ensure JEs approved before he's out TASK
EMAIL Galileo/Joseph Sayers — Roll Card Funds Flow: requesting official approval + FBO routing/account numbers for refund checks → approve and send FBO details TASK
EMAIL Peter Gee/Neologik (14:48 Fri): Follow-up from Exploratory Session → schedule PoV call REPLY
SLACK ACTIONS — FROM VIKTOR-FEED
SLACK Seamus DM (16:20 Fri): Awaiting direction — who for adjustment sign-off: Will or Owen? → reply needed TASK
SLACK Jean DM: Jean asked Niall to respond re bank account closure email → reply needed TASK
OVERDUE W/F DUE TODAY
W160 Gavin Set up meeting with Kevin and Elias on Reforecast Due today
W164 Gary Update Confluence Finance Ops Committee meeting notes Due today
W166 Andrew Ryan Response to catch-up request re engagement quality + Navan script testing Due today
📋 5 ALL OPEN TASKS (42 total)
DUE TODAY / OVERDUE — Non-Build (18)
T015Discuss with Gary — Ramp latest design, thoughts, gotchas Todayalign
T030Define plan: G&A Partner coverage (Sinead vs new EU Partner) Overdue 9d
T060Gavin to ask Mike — prepare report on Subs latest & next steps (blind spot in US) Overdue 4d
T061Remind Mike + Seamus next week: Leapfin plan status Today
T081Kick off V1 scenario planning factors register with Gavin Overdue 3d
T082Check in with Gavin on JIRA board progress Overdue 4d
T084Let Gavin know outcome of business partner role interview Overdue 3d
T093Get Gavin to review FP&A report framework Overdue 3d
T100Understand latest Ramp status — spend time to get up to speed Overdue 4d
T102Get Jean introduced to 3EN — next step with Seamus Today
T105Meet with Gary — new structure plans, come up with a plan Today
T109Confirm user access is appropriate in Cube — short fix Overdue 3d
T112Raise with Gavin: how to show all live items in one visual — is it Jira? Today
T114AR plan: check best practice when a reinvoice is required Today
T125Check with Conleth on Funds Flow meeting outcome from Fri Today
T126Conleth to provide summary on CRB issues and how impacting us Today
T131Check latest on Payroll stats reporting from Kat — check with Gary Today
T132Talk to Alex Monday — team changes clarity (Jira), push on analysis (Claude), promotions context Today
DUE TODAY / OVERDUE — Build (2)
T101IA roadmap consolidation — gather all IA items/tasks/plans into coherent next steps Overdue 3dBuild
T108Continue G&A cost build Overdue 3dBuild
THIS WEEK — Build (7)
T106Central reporting database — bring Claude artifacts into one report with breakdowns Tue 24Build
T121Prepare for FP&A Partner calls — know what we need from them and what we are looking for Tue 24Build
T124Identify deliverables during annual leave (Thu + following week) — consolidate from direct reports Mon/Tue Tue 24Build
T110Build Cube user guide — show team where to go for each query type Tue 24Build
T129Add G&A to the reporting redesign in Claude Tue 24Build
T107Make out 2027 plan with Gavin: H1.27 RF3, H2.27 RF5 Wed 25Build
T130Get Reporting progressed before annual leave Thu 26Build
THIS WEEK — Non-Build (6)
T119Push Gavin on Scenarios, EOM Report (incl Allocations), Mike's Subs analysis & RF2 delivery Tue 24
T127Ask Seamus for overview of adjustment types — valid business items vs upstream issues Tue 24
T120Raise in Opco — Credit Notes under same expense approvals (profit impacting) Wed 25
T122Speak to Ed on consolidating reports Wed 25
T123Remind staff Wed to populate weekly context layer Wed 25
T128Have career conversations with all direct reports Wed 25
NEXT WEEK (4)
T095SOX ELC-21 Walkthrough — prepare Feb 2026 package + CFO review evidence (Workiva) Mar 31
T002Check for latest from Gavin — Claude Code automated monthly reforecasting process Apr 1
T038Design Strategic Priorities H2 2026 session and OKR review (DW) Mar 30
T075Get Ian's Gross Profit report designed Apr 1
BACKLOG (5)
T0451:1 pre-workshop conversation with each DR (DW)Apr 6
T052Follow-up 1:1s with each DR on personal commitments (DW)Apr 27
T054Check Payroll is ready for EquatePlus → Fidelity transition (Apr)May 1
T086ExCo sharing plan — RF3 in front of ExCo live with PowerPoint (April)Apr 7
T133Prepare for Q1 workshopApr 7
👥 6 DIRECT REPORT FLAGS
🔴 Gavin 11 overdue Rollcard model plan W031 (+11d), Cube housekeeping W103 (+9d), Vertical lead Confluence link W147 (+4d), Subs reasons W144 (+3d), BI casino ticket W146 (+3d), G&A meeting setup W148 (+3d), Pete Slack W149 (+3d), BI sync attendees W150 (+3d), Asiana gesture W153 (+3d), VP sign-off W154 (+3d) + more. Also due today: W160 Kevin/Elias RF meeting, W161 Mike vertical web feedback.
🟡 Seamus 4 overdue 3EN Phase 1 W014 (+14d), Cyprus employees W107 (+3d), AR postings list W159 (+2d), NS item codes call W165 (+2d). Jean→3EN intro (T102) depends on Seamus.
🟡 Conleth 1 overdue Roll Card Funds Flow call W142 (+3d). Due today: W164 Confluence notes (Gary).
✅ Gary 1 item due today: W164 (Confluence Finance Ops notes). Check T015 (Ramp), T105 (structure), T131 (Payroll stats) at 1:1.
✅ Robert Clear — no open W/F items.
🟡 Emilija 2 overdue Cost Attributor output W162 (+3d), Budget vendor data W163 (+3d).
⏳ 7 WAITING FOR
OVERDUE (21 items)
W014Seamus 3EN Phase 1: critical items list + Jean intro +14d
W031Gavin Rollcard model plan (debit loss benchmarking) +11d
W034Gavin Run mid-month NetSuite bills data quality check — build into pre-close +10d
W009Mike Validate Rotowire Contract Waterfall +16d
W103Gavin Cube housekeeping: fix NetSuite mapping rules + Data health screen +9d
W156⚠️ Niall IT Support — SaaS Licence Review Co-Pilot — answer 3 questions on Co-Pilot usage +4d NIALL ACTION
W147Gavin Send Niall link to Confluence page with vertical lead content +4d
W107Seamus Update on T020 (ex-XL Media Cyprus employees — 5 people) +3d
W142Conleth Roll Card Funds Flow call with Darin Petty (GoChisel) +3d
W144Gavin Ask Seamus for reasons for prior month adjustments (joint Slack channel) +3d
W145Mike Create BI ticket for casino feedback (geos affected + granular detail) +3d
W146Gavin Check with Mike on geo detail for BI casino feedback +3d
W148Gavin Set up meeting with Niall + Amelia by Friday to review G&A cost reports +3d
W149Gavin Slack Pete (Niall included) re new analyst numbers from earnings call +3d
W150Gavin Update BI/Finance sync attendee list + loop in Seamus if full team required +3d
W153Gavin Speak to Lauren re recognition/gesture for Asiana's departure +3d
W154Gavin Confirm VP sign-off checkpoint added to calendar for each RF +3d
W162Emilija Cost Attributor output (P&L granularity on allocated costs) +3d
W163Emilija Update on how nailed Budget data is on vendor +3d
W159Seamus List of AR postings created to offset missing/wrong revenue from BI/Ruell/Sales +2d
W165Seamus Call with accounting fields to update NS item codes (Ramp pre-req) +2d
DUE TODAY (4)
W160Gavin Set up meeting with Kevin and Elias on Reforecast Today
W161Gavin Ask Mike for feedback from Verticals on Web Reports + missing insight Today
W164Gary Update Confluence Finance Ops Committee meeting notes Today
W166Andrew Ryan Response to catch-up request re engagement quality + Navan script testing Today
DUE TOMORROW–THIS WEEK (5)
W157Gavin May cost plans briefing Tue 24
W158Gavin Define what we want from Neologik PoV (to feed Peter Gee call) Tue 24
W151Gavin Stand down Serbian search for FP&A/systems role; begin UK recruitment Wed 25
W152Gavin Triage and prioritise JIRA board for analyst team Wed 25
W137Elias Raise Neologik with Ian; provide update on his recommendations Fri 27
🎯 8 OBJECTIVE ALERTS
🔴 STALLED — No active tasks (Now / This Quarter objectives)
🔴 STALLED Address underperformance directly and with a clear process — Culture | no linked tasks
🔴 STALLED Manage upwards with clarity, confidence, and regular updates — SVP Readiness | linked T076, T080 — both closed. No active work.
🔴 STALLED Prepare thoroughly for COO and senior leadership meetings — SVP Readiness | linked T040 — closed.
🔴 STALLED Establish consistent financial narrative and reporting rhythm — SVP Readiness | linked T040, T079 — both closed.
🔴 STALLED Build personal technical depth in key areas — SVP Readiness | no linked tasks, no scoped areas.
🟡 AMBER — In Progress (selected Now objectives)
🟡 Amber Transition NetSuite partner in Q1 — Red health | T061 active (Leapfin reminder) | Q1 ends 8 days
🟡 Amber Build non-affiliate revenue drivers & forecasting — Red health | T060, T061 active | Mike/Gavin dependencies
🟡 Amber Drive AI adoption across Finance teams — T002 active | no programme owner
🤝 9 STAKEHOLDER OUTREACH
Kevin Repair state | 13 days overdue — no meeting today. Slack or short call this week. Agenda: Assurance EOM tightened + Targets sign-off. URGENT
Elias Watch state | 2 days overdue — Treasury Strategy call 15:00 (TENTATIVE). Use this to reset clock. Agenda: Journey presentation, ExCo Report, Project Dorset, Forecasting. Due
Colin Watch state | 2 days overdue — no meeting today. Agenda: Brief on Anna departure, Target setting vs Forecast, Cost Assignment. Due
Max Watch state | due Thu 26 — check-in before annual leave. Agenda: Rollcard nailing it, operations and planning update. Thu 26
Ellen Watch state | due Thu 26 — check-in before annual leave. Agenda: Ramp policies, UKG release, IT SAAS planning, headcount planning. Thu 26
Opco Repair state | 20 days overdue — committee attendance. Note: weekly standing Tuesday meeting. Attend tomorrow Tue 25 Mar. +20d
Exco Watch state | 17 days overdue. ExCo Report to reset this clock — confirm it has landed. +17d
🎥 10 ZOOM AI — Finance Operating Committee (19 Mar)
NIALL ACTIONS
→ Post BI controls/testing concerns to Slack channel for Adri to review
→ Schedule discussion with Seamus + Adri on BI issues before next week's meetings
→ Confirm with Jean/Olga on April/May migration decision — B2B/B2C scope; ensure central team involved
→ Develop methodology with Seamus for data collection ownership + prior month adjustment tracking
DELEGATED — Gavin
→ Re-escalate Cube report issue to Cube; ensure Anna provided Excel version to Jean
→ Add pre-adjusted view to vertical web reports
→ Sites with no prior month adj → raise revenue discrepancies with BI; sites with adj → inform vertical leads
DELEGATED — Seamus
→ Request OptiOdd Stripe access for crypto migration tracking
→ Check Jean availability for 3EN intro call; don't give NewTek notice until Jean + team comfortable
→ Tag/dimension approach for transaction adjustments; coordinate with BI
→ Request BI to reclass paid media transactions at lowest level
→ Raise BI ticket: full list of manually collected accounts
DELEGATED — Conleth
→ Push info pool statements to NetSuite; cut redundant third-party bank feeds
→ Meet Adrian next week — investment options (time deposits, money markets)
DECISIONS LOGGED
→ Crypto: OddsJam Stripe → OptiOdd Stripe migration confirmed
→ 3EN as potential NewTek replacement — pending Jean intro call
→ B2C migration April/May — timeline and B2B/B2C scope TBC with Jean/Olga
COMMITMENTS SENT (Fri 20 Mar)
→ 15:20 Email → Sinead/Gary | Approval Decision Tree: DELEGATION — Sinead to update matrix corrections
→ 15:23 Email → Gary | Gary/Niall 1:1 confirmed for Monday
→ 16:32 Email → Filip Sobiecki | Accepted Viktor Walkthrough
📬 11 EMAIL & SLACK FLAGS — NEEDS CAPTURING

These items from Friday's VIKTOR-FEED need to be confirmed as tasks or W/F items. Reply to confirm.

TASK Seamus — ensure JE approvals done before he goes on leave next week (Revenue March 2026 month-end)
TASK Galileo/Joseph Sayers — approve Roll Card Funds Flow + send FBO routing/account numbers for refund checks
REPLY Peter Gee/Neologik — schedule PoV call following Friday's Exploratory Session
TASK Seamus DM — who handles adjustment sign-off: Will or Owen? → reply needed
TASK Jean DM — respond re bank account closure email
W-F Gary — Approval Decision Tree: Sinead updating matrix (W-F to capture once added)
W-F Seamus — OpenPay Migration: awaiting Matt's confirmation on April/May timeline
W-F Conleth DM — Caesars payments bouncing using payer IDs (Conleth working with Citi)
W-F Robert DM — Review Claude artifact finance calendar → awaiting feedback
✏️ 12 CORRECTIONS
Use this box to flag anything incorrect in today's briefing.
e.g. "T030 is done", "W142 resolved Fri", "Kevin meeting is tomorrow"
🏃 13 TRAINING — W13 (Week of 23 Mar)
🟡 Lifts: 0/2 🟡 Runs: 0/3 🟡 Walks: 0/2 🟡 Easy Lunch Runs: 0/2
Today (Monday): No easy lunch run window today — full meeting schedule. Consider a walk between sessions or an evening session. Save easy lunch runs for Tue/Wed/Thu.
🗓 Tue/Wed/Thu = easy lunch run windows (12:00–13:30). Annual leave Thu 26 = last window this week.
Log with: run done · lift done · walk done
Generated by Viktor · Monday 23 March 2026 · W13