Tuesday, July 28, 2026 · Dan Abreu · 9:00–9:30 AM ET double-books Dream Team Power Hour with the Corebridge Ops Cadence · Wednesday 9:30–10:00 AM ET double-books Dream Team Forecast with the TD Planning & Proposal Review · MetTel/QA AI/ is still past due in Salesforce
Schedule
Today — Tuesday, July 28
4:30–5:30 AM ET — MSCI-NB: Weekly Working Sessions
Recurring automation working session for the MSCI account.
Overlap9:00–9:30 AM ET — Dream Team Power Hour overlaps Corebridge Ops Team Cadence
Dream Team Power Hour (8:30–9:30 AM, Zoom — internal Dream Team group) overlaps the first half hour of NetBrain & Corebridge - Ops Team Cadence (9:00–10:00 AM, Zoom — Org: Andrew Wentzell · Corebridge: Chandan Kumar, Christopher Calderon, Aaron Fikac, Seamus Lavery, and 20+ others · NB: Jake Dayley — agenda: daily challenges and automating manual workflows for the CoE++ program). Corebridge is the client call — decide whether Dan needs to be live for Dream Team.
11:00–11:30 AM ET — Biweekly BDR meeting with Dan
Teams · 1:1 with Vamshi Kakubal
Recurring BDR check-in.
11:30 AM–12:00 PM ET — Ian & Dan Weekly Accounts Sync-Up
Teams · 1:1 with Ian Ballantyne
Agenda per the recurring invite: DTCC, CIBC, Empower, TD.
Teams · ACG: Paul Lubiak, Steve Rome, Chris Tsombanos, Sean Dailey · NB: Michael Pasqualoni, David Mann, Mike O'Neil
Weekly cadence call.
2:30–3:00 PM ET — 1 on 1 (Dan)
Zoom · 1:1 with Michael Pasqualoni
Moved to Tuesday since Michael is off Thursday.
Optional3:00–4:00 PM ET — GTM Enablement Office Hours
Drop-in anytime, company-wide — skippable.
4:00–5:00 PM ET — Interview: Peggy Butler
Org: Rory Duyon · Panel: Rick Larkin, Michael Pasqualoni, Dan Abreu
First half candidate presentation, second half Q&A with Rick & Dan — for the Strategic Account Executive (NY Metro) role. Prep: review the interview kit and scorecard beforehand.
11:30 PM ET tonight – 4:30 AM ET Wed — EY | NetBrain virtual training (Day 2 of 4)
Teams · Org: Anvesh Kosna · EY: sivaprasad.sivadasan.pillai, Rajvinod Gowda, Ajith KS, and team · NB: Pradeep Gaddameedi, Edgar Sanchez, Shaun Watson, Dan Abreu
Runs 9:00 AM–2:00 PM IST (overnight ET) with a 45-min lunch break; Dan is cc'd, not a required presenter. Day 1 wrapped last night — Gong recording/analysis is ready.
Tomorrow — Wednesday, July 29
6:30–7:30 AM ET — MSCI-NB: Weekly Working Sessions
Overlap9:30–10:00 AM ET — Dream Team Forecast Meeting overlaps TD Planning & Proposal Review
Dream Team Forecast Meeting (9:00–10:00 AM, Zoom — internal Dream Team group) overlaps the back half of Discussion on Netbrain next steps - TD Planning & Proposal Review (9:30–10:00 AM, Teams — Org: Irwin Chan (TD) · also Ermal Gjylameti, Matthew Lynn2). TD is the client call — decide whether Dan needs to be live for the Dream Team forecast segment. Prep: review current TD proposal terms before the call.
Optional10:00–11:00 AM ET — Claude Office Hours
Company-wide drop-in Q&A on Claude AI usage — skippable.
1:00–1:30 PM ET — East Channel Sync
Zoom · Org: Mike O'Neil · NB: Michael Pasqualoni, Doug Mohan, Craig Curtis, Connor Field, Ann Caron, Bill Santangelo, Elbert Ruff, Michael O'Brien, Walter Boan
Channel team sync.
11:30 PM ET – 4:30 AM ET Thu — EY | NetBrain virtual training (Day 3 of 4)
Same series as tonight — Dan cc'd
Continuation of the 4-day EY customer training.
Important Emails
Action Required
Past DueMetTel/QA AI/ close date still expired
Salesforce Platform · "PAST DUE: Opportunity MetTel/QA AI/ Close Date Expired" · 1:00 AM ET today
The 07/23/2026 close date has passed with the opportunity still open. Update the stage or push the close date in Salesforce.
Identify your top 10 from the East Top25 Tracker
Michael Pasqualoni · "RE: Michael Pasqualoni shared 'East Top25 Tracker' with you" · 7:34 PM ET yesterday
Sean wants each rep's top 10 from the shared list highlighted by EOD Wednesday (originally due today, Mike pushed his own deadline to tomorrow).
Invite Eddy and Sophia to the Agentic AI / CIO meeting
Rabia Hammad · "RE: Your Agentic AI piece on CIO" · 9:32 AM ET yesterday
Rabia asked Dan to add Eddy and Sophia to the meeting invite.
Compliance training due in 11 days
People/KnowBe4 · "Please complete your compliance training" · 1:23 PM ET yesterday
Outstanding: Ethics and Code of Conduct (Introduction, Handling Company Resources, and other modules) plus Sexual Harassment Prevention (Sections 1 & 2).
FYI
FYIMSCI Kubernetes data retrieval issue patched
Ashhar Mohammed · "RE: MSCI Kubernetes Testing / Review" · 4:55 PM ET yesterday
Patch version 0.1.4 released to fix the Kubernetes retrieval issue MSCI reported; Ashhar continuing to analyze the map they shared.
Michael Gannon · "NSP Recap (7/27): NBL Event-Stats, Baton Rouge Story, POC Skill, NBL26 Update" · 4:36 PM ET yesterday
Sales Pulse recap — lead conversations with Troubleshooting/Deep Diagnosis; recording in Allego/SharePoint if missed.
FYICorebridge #191597 Geo Location issue — still open
Mayank Khurma / Seamus Lavery · "Re: #191597 Geo Location not working after upgrading NetBrain to 12.3a" · 4:25–4:29 PM ET yesterday
NetBrain support is coordinating dev-team availability; Seamus (Accenture/Corebridge) separately asked to catch up this week. Dan is cc'd — no direct action unless they loop him in.
FYIDTCC Training50 license upgrade to 12.3 confirmed
Ashley Chaisson (DTCC support case) · "RE: Upgrade Training50 License to 12.3-Case#00192367" · 11:20 AM ET yesterday
Chris Pillitteri (DTCC) confirmed the upgrade completed successfully.
FYICall recordings ready
Gong · EY | NetBrain virtual training, TD/NetBrain Weekly AMS Project Sync Up, Empower-NB Automation Services
Recordings and analysis are available for yesterday's EY training, TD AMS sync, and Empower automation call, if a recap is needed before today's follow-ons.
Action Items
OverdueUpdate MetTel/QA AI/ in Salesforce
Close date is past due (07/23) with the opportunity still open — update the stage or push the close date.
Due WedHighlight top 10 accounts from East Top25 Tracker
Mike Pasqualoni needs each rep's top 10 by EOD Wednesday for Sean.
TodayInvite Eddy and Sophia to the Agentic AI/CIO meeting
Per Rabia Hammad's request.
11 DaysComplete mandatory compliance training
Ethics and Code of Conduct modules plus Sexual Harassment Prevention Sections 1 & 2.
Prep for the Peggy Butler interview
Review the interview kit and scorecard before the 4:00 PM panel.
Prep for tomorrow's TD Planning & Proposal Review
Review current TD proposal terms ahead of the 9:30 AM discussion with Irwin Chan.