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1.4 Weekly Team Reports

1.4 RMSI Weekly Reports

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210813 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Connected with eMazzani and coordinated RiskSmith email migration

Call with Bill and CFO Alliance on budget changes

Completed coding for July transactions in Quickbooks

Completed Richard’s travel arrangements for California

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

Weekly reconciliation in QBO for all three entities

Produce weekly update report on financial transactions

Compile list of documents needed from Mark’s computer/Communicate with Mandy

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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