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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210806 Weekly Report

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Terri

Reports:
Bill
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/
Dan
⁠
/
Mark
⁠
/
Liz
⁠
/
Terri
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⁠

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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