Fiscal Year Date tracking / Expiration date tracker

Because I am terrible at explaining, I've attached ("Hot Sheet Example") an example file for reference...The GREEN text on the RIGHT-hand side of the worksheet is an explanation for each portion of the page and what each must be able to do. With that, below is also a summary of what I am trying to accomplish. Any help/ insight will be greatly appreciated, and I think you in advance for the help!

-Have a large table of clients
-Each client must be met with 1 time per year (minimum)
-This worksheet is intended to audit the status of these meetings and highlight the completion status
-Each client, of course, has a different "last meeting date" based on when they were last seen.
-When a given client's "last meeting date" gets close to it's personal "due date" - It must be highlighted, and or simultaneously MOVED/COPIED to the top of the worksheet into another group of cells (or table?)
-The new area/table these clients are moved/copied to, will also count the total in that "new" list in real-time and provide a total count- in the topmost, summary portion of the worksheet to highlight progress.
-Once the employee that handles the scheduling of meetings views, contacts the client to schedule, and changes the "last meeting date" to when it will be heald, it will then once again fall into compliance and be removed from the "hot list" portion(s) outside of the main client database table - and fall back into it's respected place within the main client database table. (until next year when it is due again)

Again, an attachment ("Hot Sheet Example") is present and can be used for reference. I apologize if my explanation is sub-par but if anyone can lend a hand on this, I will forever be in your Excel Forum Debt...I've been working on this workbook for a few days now and seem to be hitting walls with the more basic, needed functions of it due to the database lists being broken down in many different ways on many different sheets. If by chance it helps paint a better picture, I have also attached the Workbook ("Client Meetings EX") I am speaking of for further reference/ to get an idea of the outcome (blacked out portions are covering client info)

Thank you very much in advance for any help on this.

Tyler