Finance Team Meeting Template

Keep your finance team aligned with this biweekly team meeting template.

Get started with this template (Free!)
Finance Team Meeting Template
Use this template (Free!)

About this template

A high-performing finance team should always have a pulse on the financial state of their business. Use this standing meeting agenda to keep the finance team aligned and prepared to tackle problems or capitalize on opportunities as they come up.

Updated Feb 9, 2022

Finance Team Meeting FAQs

How long should a finance team meeting be?

expand_morechevron_right

You should initially set your finance team meetings for 45 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have finance team meetings?

expand_morechevron_right

Most finance team meetings tend to occur biweekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a finance team meeting?

expand_morechevron_right

6 great things to discuss in your Finance Team Meeting:

  • How's everyone doing?
  • Review financial plan vs. current state of the company
  • Review financial plan vs. current state of our profit centers (marketing, sales, etc)
  • How are we tracking against our goals?
  • Idea gathering: How can we maintain or improve our financial performance?
  • Any urgent or outstanding things we need to address this week?

Usage Stats & Categories

visibility Views
1
cloud_download Used
0
category Categories
Finance Team Meeting Template
Get the template (Free!)

Similar templates

Sales Team Meeting Template

Sales Team Meeting

This agenda offers a holistic view of your sales team.

View
visibility 1 cloud_download 0
Scrum Team Meeting Template

Scrum Team Meeting

Use this template for 10-minute scrums with your team.

View
visibility 1 cloud_download 0
45 Minute Team Meeting Template

45 Minute Team Meeting

This 45-minute meeting agenda suits almost any team.

View
visibility 1 cloud_download 0
Brainstorming Meeting Template

Brainstorming Meeting

Collect brainstorming ideas using this agenda template.

View
visibility 1 cloud_download 0
Sprint Planning Team Meeting Template

Avatar for Brennan 👋Brennan 👋

Sprint Planning Team Meeting

These three agenda items will fuel your sprint planning.

View
visibility 1 cloud_download 0
Sprint Retro Meeting Template

Sprint Retro Meeting

This agenda will spur the conversation about your past sprint.

View
visibility 1 cloud_download 0
View all templates