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1.4 Weekly Team Reports

1.4 RMSI Weekly Reports

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210730 Weekly Report

Terri
Terri

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Connected with eMazzani and coordinated RiskSmith email migration

Call with CFO Alliance regarding quarterly financials and final changes

Produced the quarterly financials for Bill’s review

Started coding July transactions in Quickbooks

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 on quarterly financials

Schedule quarterly check-in call with CFO Alliance

Weekly reconciliation in QBO for all three entities

Finalize Richard’s travel to California

Produce weekly update report on financial transactions

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Mark⁠

/

Liz⁠

/

Terri⁠

⁠

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