1.5 Weekly Team Reports NEW

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210924 Weekly Report

Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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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