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1.4 Weekly Team Reports

1.4 RMSI Weekly Reports

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210806 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 CFO Alliance regarding changes to budget reporting

Call with Bill to review financials

Scheduled quarterly check-in call with CFO Alliance

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

Call with Bill and CFO Alliance on budget changes

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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