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.
Financial Management Meeting Agenda Template Details
Format: Microsoft Word 2013 (.docx)
Category: Financial Statements
Procedure: Financial Management Review Procedure FS1030
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