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

Pages: 02
Words: 69
Format: Microsoft Word 2013 (.docx)
Language: English
Manual: Finance
Category: Financial Statements
Procedure: Financial Management Review Procedure FS1030
Type: Form

Related Documents

• FS1030-1 FINANCIAL MANAGEMENT PLAN