1.6 Weekly Team Reports

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220114 Weekly Report

Terri
Terri

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

Top Weekly Accomplishments

Administrative and project support

Provided Dan with metric numbers

Call with Jim regarding Level 10 meeting

Compiled numbers for Bill for FSC meeting

Coded December financial transactions

Invoice processing

Call with RiskSmith Executive Team

Updated team report

Week’s Top Objectives

Administrative and project support

Weekly QBO reconciliation for all three entities

Complete Stock Agreements

Call with RiskSmith Executive Team

Call with Mandie from CFO Financial

Review draft of December financials

Provide weekly metrics

Complete

Monday.com⁠

signup for the team

Invoice processing

Reports:

Bill⁠

/

Dan⁠

/

Liz⁠

/

Terri⁠

⁠

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