9 Meeting Agenda Templates for Efficient Finance Meetings

Templates to ensure that your team is managing the company’s money effectively to meet financial obligations and company operations.

Creating meeting agenda can help level-up your meeting productivity. But you don’t need to start from scratch!

A meeting agenda template can provide built-in structure, inspire your team to add content in advance, and reduce the need to type out the same headings over and over again.

Here are 9 different meeting agenda templates created by the Fellow team to help you host efficient & effective finance meetings:

1. Acquisition Planning Meeting Template
2. First Finance Team Meeting Agenda
3. Monthly Budget Review Meeting Template
4. Monthly Revenue Strategy Meeting Template
5. Financial Performance Review Template
6. End-of-Year Financial Meeting Template
7. Pattern Identification Meeting Template
8. Quick Check-In Meeting Template
9. Strategic Planning Meeting Template

🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates.

Acquisition Planning Meeting Template

• Overview — Provide an overview of the acquisition at stake.
• Management — Discuss who will be the leader of the acquisition. What team members are required?
• Timeline — Discuss the timeline for the integration. What critical milestones must be met to meet the completion date?
• Resources — What external resources are required and at what cost?
• Integration process — Ensure all aspects of the integration process are considered.
• Action items — What came out of this meeting? What are the next steps?

First Finance Team Meeting Agenda

• Getting to know each other — Icebreakers and questions to learn about everyone’s background/hobbies.
• About your manager — A little bit about my experience, values, and preferred methods of communication.
• Progress on Finance Goals — Describe your current progress towards the Finance team’s quarterly goals.
• Finance Projects Roundtable — Provide a status update on your current projects to bring the new finance manager up to speed.
• Expectations — Discuss team meeting cadence, team values, and channels to exchange feedback.
• Questions — What are some questions you’d like to ask your new manager?

Monthly Budget Review Meeting Template

• Review Long-Term Financial Goals — Take a moment to review what long-term financial goals we are working towards.
• Progress — Analyze progress towards long-term financial goals.
• Last Month’s Budget — Are there new sales trends and how can they be leveraged to increase revenue?
• Upcoming Expenses — Note any upcoming expenses in the next couple of months.

Monthly Revenue Strategy Meeting Template

• Sales Analysis — Did we have a surplus or shortfall in sales this month? What led to the surplus or shortfall?
• Gross Margin — Are gross margins achieved?
• Sales Trends — Are there new sales trends and how can they be leveraged to increase revenue?
• Marketing Efforts — What new marketing efforts can they be leveraged to increase revenue?
• Action Items — Action items that will improve our financial strategy.

Financial Performance Review Template

• Liquidity Ratios — Measure the company’s ability to pay debt obligations.
• Efficiency Ratios — Measure the company’s ability to use its assets to generate income.
• Leverage Ratios — Measure the company’s ability of a company to meet its financial obligations.
• Profitability Ratios — Assess the company’s ability to earn profits.
• Industry Standards — Compare with other companies in the industry.

End-of-Year Financial Meeting Template

• Attendance — List all meeting attendees.
• Financial Highlights — Present the most significant financial results for the year.
• Major Accomplishments — Note any important business milestones.
• Forecast — Include the reasons for any significant variances from the initial forecast.
• Goals for the Upcoming Year — List the company goals for the next upcoming year to increase revenue.
• Summary — Summarize financial highlights, accomplishments, forecasts, goals, etc.
• Action Items — What came out of this meeting? What are your next steps?
• Notepad — Anything else to write down?

Pattern Identification Meeting Template

• What’s top of mind? — Things we should talk about.
• 💪 Wins — What are your wins since the last time we met?
• 📌 Priorities — Top things we’re focusing on, from now until the next time we meet.
• ⛔️ Blockers — Challenges, roadblocks, concerns — and ways we can work them out.
• 💬 Feedback — Is there anything we can do to improve work, meetings or the team? Is anything working really well?
• ✅ Action Items — What came out of this meeting? What are our next steps?
• 📝 Notepad — Anything else to write down?

Quick Check-In Meeting Template

• 🧠 What’s top of mind? — Things we should talk about.
• 📌 Priorities — Top things we’re focusing on, from now until the next time we meet.
• 🚧 Challenges and Solutions — Challenges, roadblocks, concerns-and ways we can work them out.
• ✅ Action Items — What came out of this meeting?
• 📝 Notepad — Anything else to write down?

Strategic Planning Meeting Template

• Welcome — Why are we developing this plan? What is the time frame for this plan?
• Background statement — What information about your business is relevant to share?
• Vision, values and mission statement — Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.
• Problem statement — What is the problem we are trying to solve?
• SWOT analysis — Conduct a SWOT analysis to help formulate your strategy.
• Define goals — What are you hoping to achieve? How are you hoping to achieve it?
• Executive summary — Formulate a quick overview of your strategic plan.
• Notepad — Anything else to write down?

Looking for more meeting agenda templates?

Check out these other articles:

• 10 Meeting Templates for Highly Productive Meetings
• 10 Meeting Templates for Sales Teams
• 11 Meeting Templates for Every Stage of a Project

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.