1.5 Weekly Team Reports NEW
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210827 Weekly Report

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Terri

Reports:
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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:
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