March Leadership Update

A QUICK NOTE We recommend you visit the 10 Year Vision & 2026 Initiatives as we are in full-swing on our projects and focuses for 2026.

SERVICE SUMMIT & NEW HIRE SUMMIT Meghan Brown, HR Director, and Sam Olinger, COO, discussed the agenda for our inaugural Service Summit in May 2026. We're bringing the Sales Summit energy to our service teams by gathering all service employees (in two sessions) to inspire, develop, and refine the CG way. We are currently determining which employees will attend each session (May 5 and May 6) and will send details soon. This will include travel and logistics information for traveling employees. Watch for this in the coming weeks. New Hire Summit will continue with key sessions for new employees. In response to feedback from tenured employees, we're offering optional invitations to New Hire Summit sessions, allowing you to select topics of interest. Watch for these invites in the coming weeks. **Spotlight on a 10-Year Vision: Best in Class Talent (Recruit, Develop, Retain) **

ENTERPRISE RISK DASHBOARD DJ Steinmeyer, General Counsel, presented a new Enterprise Risk Dashboard framework. After conducting leadership and department interviews and analyzing our processes, DJ leveraged his retail insurance brokerage experience to create this comprehensive dashboard. The framework evaluates both the likelihood and severity of various risks, generating an overall risk score that we're committed to reducing over time. As shared at State of CG, we currently maintain 6 million PII (Personally Identifiable Information) records; a significant concern that tops our enterprise risk dashboard. Our ongoing efforts to reduce stored PII and establish regular purging practices are critical. This requires everyone's participation: we must develop strong habits around minimizing PII storage and purging records when no longer needed. This is one of our All-Play initiatives across CG. Spotlight on 2026 Operational Goals: Launch Enterprise Risk Dashboard + Periodic Review Process