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1.4 Weekly Team Reports
1.4 RMSI Weekly Reports
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210813 Weekly Report

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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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