1.5 Weekly Team Reports NEW
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1.5 Weekly Team Reports NEW
210924 Weekly Report

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Terri

Reports:
Bill
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/
Dan
⁠
/
Liz
⁠
/
Terri
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⁠

Top Weekly Accomplishments

Administrative and project support
Follow-up with eMazzani regarding RiskSmith email migration
Call with Microsoft regarding RiskSmith email migration
Reviewed Mark’s email for time sensitive critical items
Received August financials and started review
Call with Bill regarding the VA Compliance documents
Scheduled meeting with Amy and team re: RiskSmith Rebranding
Updated team report

Week’s Top Objectives

Administrative and project support
Finalize eMazanni/RiskSmith email migration
Weekly QBO reconciliation 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
Review August Financials from CFO Alliance
Compile VA Compliance info needed
Invoice processing

Reports:
Bill
⁠
/
Dan
⁠
/
Liz
⁠
/
Terri
⁠
⁠
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