1.5 Weekly Team Reports NEW
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211001 Weekly Report

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Terri

Reports:
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Top Weekly Accomplishments

Administrative and project support
Finalized eMazanni/RiskSmith email migration
Rolled out Keeper to the team for password management
Reviewed Mark’s email for time sensitive critical items
Reviewed August financials
Follow-up with Mandie from CFO Alliance re: coding questions
Scheduled meeting with Amy and team re: RiskSmith Rebranding
Follow-up research regarding VA Compliance
Transcribed 7 Principle Videos
Updated team report

Week’s Top Objectives

Administrative and project support
Weekly QBO reconciliation for all three entities
Follow-up with Mandy re: Mark’s files
Start coding of September financials
Budget review with Richard and Bill
Invoice processing

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