Operations
Compliance calendar, tech stack, and nexus tracking
⚠ Due this monthmust be completed1
| Item | Category | Owner | Due date | Recurrence | Notes | Next activity | Status | |
|---|---|---|---|---|---|---|---|---|
Company Equity Agreement Valuation | Benefits | — | Mar 31 ⚠ | Annual | No notes | — | Not started |
→ Active this monthprocess started or starting5
| Item | Category | Owner | Due date | Recurrence | Notes | Next activity | Status | |
|---|---|---|---|---|---|---|---|---|
Commercial Insurance Policy | Insurance | — · HUB | Apr 30 | Annual renewal | Called HUB, quote pending | Mar 25 — review quote | In progress | |
Excess / Umbrella Liability Policy | Insurance | — · HUB | Apr 30 | Annual renewal | Bundled with commercial policy | Mar 25 — review quote | In progress | |
Workers Comp & Employer Liability | Insurance | — · HUB | Apr 30 | Annual renewal | No notes | — | Not started | |
Health Benefits renewal | Benefits | Nad · SWEB / Kirk Ashy | May 1 | Annual renewal | Kirk sent renewal options | Apr 1 — decision needed | In progress | |
Q2 Estimated tax payments | Taxes | Nad / Derek / Rochelle | Apr 15 | Quarterly | Rochelle calculating estimate | Apr 5 — confirm with Rochelle | In progress |