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Our template is designed to help you create a clear and concise agenda for your financial management meetings. It includes sections for reviewing financial reports, discussing budget updates, and addressing any financial issues or concerns. With our template, you can ensure that your meetings stay on track and that all important topics are covered.
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Financial Management Meeting Agenda Template
The CFO should create an agenda for each financial management meeting and list it in Section I of the Financial Management Meeting Agenda Template. Typical agenda items may include, but need not be limited to:
- Setting or adjusting overall financial goals, objectives, and strategies;
- Reviewing financial performance, financial statement analysis, and performance;
- Internal control, auditing, compliance, corrective action, and tax issues; and
- Plans and action items for maintaining or improving financial performance.
The CFO should record results of meetings, such as decisions, general notes, required action items and assignments in the Minutes/Notes section of the FS1030-2 FINANCIAL MANAGEMENT MEETING AGENDA.