1.5 Weekly Team Reports NEW

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210917 Weekly Report

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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