June Leadership Update

A QUICK NOTE

It’s been a month since we hosted our Annual ESOP Meeting. Things continue to move in the right direction. As you read this month’s Leadership Update, we recommend you revisit the 2025 Strategic Plan. The discussion during our meeting highlighted that many initiatives are on track and already making an impact on our growth and operational excellence.

View the Strategic Plan

EPIC TEAM & TRAINING UPDATES

We discussed the current pulse of the team as we continue to stabilize in our new EPIC environment. A major highlight has been the addition of two CLD trainers—a critical investment to support onboarding, drive consistency, and equip our teams more effectively. Their efforts are helping to create consistency in new hire training and providing valuable reinforcement for existing team members adapting to EPIC.

Spotlight on a 10-Year Vision

3-Year Goal: Move to a single system company-wide.

1-Year Goal: Migrate to a single system and begin optimizing workflows to gain efficiencies.

CLD 1 year goals:

• Hire full-time trainers/auditors
• Expand the trainee program from 3 people per year to 6 people per year.

DATA & DASHBOARDS

We’re beginning to roll out baseline expectations for CA and CM activities, focused on understanding the work outstanding across client books. We emphasized that this initiative is not about penalizing individuals—it’s about gaining better visibility into our current book of business, managing workloads, and using data to make smarter, predictive hiring decisions while ensuring we meet client expectations. It also helps us proactively identify where additional training and support may be needed.

Spotlight on a 10-Year Vision

CLD 1-Year Goal: Utilize/Create EPIC Dashboard Reporting

ARDELLE NOMINATIONS

We are thrilled to share that we received over 75 Ardelle Award nominations this year—up from 47 last year! This incredible response speaks to the pride and recognition our people have for their peers. In an upcoming Leadership Council special session, we will work through the nomination pool and select the 2025 Ardelle Award winners. Be sure to join us at the State of CG event on July 24, where the winners will be announced!

Spotlight on a 10-Year Vision

3-Year Goal: Invest time and resources to professionalize our approach to people.

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