The CFO should record the desired meeting schedule (i.e. quarterly or annually) in the Banking Relationship Contact Management Log Template. According to the schedule, the CFO should list all banks with which the company has existing accounts in the TM1050-1 BANKING RELATIONSHIP CONTACT MANAGEMENT LOG, and banks with which the company may consider creating a relationship.
The CFO should set appointments with bank managers with banks listed in the Banking Relationship Contact Management Log Template, and note each scheduled appointment. After each bank manager meeting, the CFO should update the log with the date of the meeting. The Banking Relationship Contact Management Log Template should be reviewed annually, with any necessary improvements being made after by the CFO.
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