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6 templates · built from industry sources

Finance meeting agendas

Close, forecast and committee meetings. 6 templates, each built from published guidance and practitioner sources for finance.

6 templates

  • Finance · Stand-up & huddleDaily month-end close status callA short daily call during the close: status by close area, issues to escalate, and tomorrow's priorities.15 min · 4 blocks
  • Finance · RetrospectivePost-close review (month-end close retrospective)A 40-minute review after each month-end close: check close KPIs, name what worked and what didn't, and pick improvements.40 min · 6 blocks
  • Finance · ReviewMonthly financial review (budget vs actual and forecast)A 75-minute monthly review of actuals against budget, cash, KPIs and the forecast, ending with decisions and owners.75 min · 8 blocks
  • Finance · Board & committeeInvestment committee meeting (endowment and foundation)A quarterly investment committee agenda that puts high-impact decisions first, records votes by name, then reviews the portfolio.150 min · 6 blocks
  • Finance · Board & committeeAudit committee meetingA quarterly audit committee agenda based on KPMG's planner: reporting, controls, external and internal audit, and private sessions.120 min · 8 blocks
  • Finance · Board & committeeCredit / loan committee meetingReview a credit memo, hear the relationship team, weigh the risks and vote to approve or decline, with minutes kept.60 min · 5 blocks

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