1.5 Weekly Team Reports NEW

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210827 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Followed up with eMazzani regarding RiskSmith email migration

Followed up with Justin about eMazzani/Cloudflare access

Contacted Mandy re: Mark’s computer files

Reviewed Mark’s email for time sensitive critical items

Coding of August transactions in Quickbooks

Researched flights for Richard for Wolfgang

Schedule calls with RiskSmith board members

Call with Mandie/CFO Alliance regarding July financials

Update team report

Invoice processing

Week’s Top Objectives

Administrative and project support

Finalize 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

Follow up with Mandy re: Mark’s files

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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