1.5 Weekly Team Reports NEW

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210820 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Connected with eMazzani and coordinated RiskSmith email migration

Connected Justin with eMazzani for Cloudflare access

Call with Scott about Cloudflare

Reviewed Mark’s email for time sensitive critical items

Started coding August transactions in Quickbooks

Pulled together Richard’s Win’s List from Masterclass

Invoice processing

Week’s Top Objectives

Administrative and project support

Finalize the eMazanni RiskSmith email migration

Connect with CFO Alliance on reports

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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