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1.4 Weekly Team Reports

1.4 RMSI Weekly Reports

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210723 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Connected with eMazzani and coordinated RiskSmith email migration

Call with Bill regarding the budget

Call with CFO Alliance regarding changes to the budget

Participated in RMSI team meeting

Invoice processing

Week’s Top Objectives

Administrative and project support

Finalize the eMazanni RiskSmith email migration

Execute policy for the FSC’s D&O insurance

Follow-up with Bill and CFO Alliance on quarterly financials

Weekly reconciliation in QBO for all three entities

Coordinate Richard’s travel to California

Produce weekly update report on financial transactions

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

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