1.5 Weekly Team Reports NEW

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210910 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Followed up with eMazzani regarding RiskSmith email migration

Correspondence with Mandy re: Mark’s computer files

Reviewed Mark’s email for time sensitive critical items

Coding of August transactions in Quickbooks

Correspondence with attorney about Dr. Smith TM

Updated team report

Invoice processing

Week’s Top Objectives

Administrative and project support

Complete 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

Follow-up with attorney on Dr. Smith TM

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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