Hypercontext Logo

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
5,194
cloud_download Used
371
category Categories
Finance Team Meeting Template
Get the template (Free!)

Similar templates

45 Minute Team Meeting Template
Hypercontext

45 Minute Team Meeting

This 45-minute meeting agenda suits almost any team.

View
visibility 12,253 cloud_download 4,166
Sales Team Meeting Template
Hypercontext

Sales Team Meeting

This agenda offers a holistic view of your sales team.

View
visibility 5,548 cloud_download 2,191
Weekly Team Meeting Template
Hypercontext

Weekly Team Meeting

This agenda aligns teams on blockers and the past week's activity.

View
visibility 4,418 cloud_download 1,894
Scrum Team Meeting Template
Hypercontext

Scrum Team Meeting

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

View
visibility 7,839 cloud_download 2,480
Project Management Meeting Template
Hypercontext

Project Management Meeting

This agenda will help you take action on any project.

View
visibility 4,575 cloud_download 1,867
Leadership meeting compatible with EOS Template
Hypercontext

Leadership meeting compatible with EOS

Use this agenda to solve issues and challenges.

View
visibility 1,968 cloud_download 1,210
View all templates