Finance Meeting
1. Welcome & Introductions
Briefly welcome attendees & introduce any new team members or guests.
Finance Lead
2. Review of Previous Meeting
Briefly review action items and decisions from the previous finance meeting.
Finance Lead
3. Financial Reports
Review and discuss financial statements (Income Statement, Balance Sheet, Cash Flow)
Finance Lead
4. Budget vs. Actuals Analysis
Compare budgeted figures to actual results, identify variances, and discuss reasons for discrepancies.
Finance Lead
5. Forecasting & Projections
Discuss financial forecasts and projections for the upcoming quarter/year.
Finance Lead
6. Investment Updates (if applicable)
Review the performance of current investments and discuss potential new investment opportunities.
Finance Lead
7. Risk Management & Compliance
Discuss any financial risks and ensure compliance with regulations.
Finance Lead
8. Cost Reduction Strategies
Brainstorm and discuss strategies to reduce costs and improve efficiency.
Finance Team
9. Open Floor/Q&A
Allow team members to ask questions or raise concerns.
Finance Lead
10. Action Items & Next Steps
Summarize key decisions, assign action items, and set deadlines.
Finance Lead
