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1.5 Weekly Team Reports NEW
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    • 1.5 RMSI Weekly Reports
      • 210820 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 210827 Weekly Report
        • Bill
        • Dan
        • LIz
        • Terri
      • 210903 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 210910 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 210917 Weekly Report
        • Bill
        • Dan
        • Liz
        • icon picker
          Terri
      • 210924 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211001 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211008 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri
      • 211022 Weekly Report
        • Bill
        • Dan
        • Liz
        • Terri

Terri

Reports:
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Top Weekly Accomplishments

Administrative and project support
Follow-up with eMazzani regarding RiskSmith email migration
Correspondence with Mandy re: Mark’s computer files
Reviewed Mark’s email for time sensitive critical items
Finished August financial coding
Completed execution of FSC D&O insurance policy
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
Weekly reconciliation in QBO for all three entities
Schedule meeting with Amy and team re: RiskSmith Rebranding
Produce weekly update report on financial transactions
Follow up with Mandy re: Mark’s files
Follow-up with attorney on Dr. Smith TM
Review August Financials from CFO Alliance
Invoice processing

Reports:
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