1.5 Weekly Team Reports NEW
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1.5 Weekly Team Reports NEW
210910 Weekly Report

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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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