1.5 Weekly Team Reports NEW
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1.5 Weekly Team Reports NEW
210917 Weekly Report

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Terri

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠

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:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠
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