Management Review Agenda Template
The Management Review Agenda Template is a guide for the meeting of the Management Team, which should be coordinated by the CFO. The purpose of which should be:
- To review the company’s financial management system and ensure its continuing suitability, adequacy, and effectiveness; and
- To assess opportunities for improvement and the need for changes to the system, including financial policy and objectives.
The CFO should ensure that a record of each management review is kept, in accordance with applicable federal, state, and local regulations. The CFO may have the minutes of all such meetings recorded and added to the management review record. The management review record should, at a minimum, consist of:
- Time, date, and location of the meeting;
- An attendance log; and
- The meeting agenda (FA1010-1 MANAGEMENT REVIEW AGENDA SAMPLE)
Management Review Agenda Template Details
Format: Microsoft Word 2013 (.docx)
Category: Finance Administration
Procedure: Financial Management Responsibility Procedure FA1010
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