Finance team meeting template (6 topics and ideas) | Hypercontext (2024)

FAQs

What should be discussed in finance meeting? ›

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?

Know the Purpose, Product, People and Process (agenda) before the meeting and opening the meeting by sharing this information with meeting participants. Have an agenda that makes clear what the core questions you seek to answer in each section of the agenda are.

Write the purpose of the meeting and determine necessary, active discussion points. List decisions that must be made during the meeting. Include space for meeting notes, next steps, and task assignment in your agenda. Create an agenda and share a link to it in a calendar invite.

It consists of a list of topics, action items, and activities you want to discuss during the meeting. A simple meeting agenda could be a short bulleted list. More detailed agendas include descriptions for each agenda item, reference material, and expected outcomes for each discussion topic.

The main things you should aim to cover are what tasks are currently getting started, updates on currently underway tasks, and wrap-ups of any projects that are coming to an end. These updates help keep all of your team members informed—a stand-up meeting provides an accessible and fast way of sharing information.

The 5 P's of an effective meeting are purpose, participants, plan, participation, and perspective. Purpose - This refers to the reason why the meeting is being held. There are three main functions that meetings perform: to make announcements, to make decisions, and to brainstorm.

The agenda should include the meeting's goal, a list of topics to be discussed with their purposes, time allocations, and assigned facilitators. This structure provides a clear roadmap for the meeting, ensuring that all important points are covered. Share the agenda with all participants well in advance of the meeting.

How do you present a financial meeting? ›

The purpose of the Finance Committee (the “Committee”) is to assist the Board of Directors in fulfilling its oversight responsibilities with respect to the monitoring and oversight of the Corporation's financial resources, including its capital management, recovery and resolution planning processes, and asset/liability ...

Typical tasks for these meetings include budgeting, financial planning, financial reporting and monitoring accountability policies. Why do they do this? Well, a finance committee must provide accurate and up-to-date financial logs. They also need to draft the annual budget and sets long-term financial goals.