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)