Photo of desk with notepad, pen and coffee

Finance Team Meeting Agenda

  1. Introductions and Roll Call
  2. Review of Previous Meeting Minutes
  3. Availability for the Week
  4. Progress on Key Performance Indicators (KPIs)
  5. Evaluation of Last Week's Performance
  6. Prioritization of Tasks for the Upcoming Week
  7. Budget Updates
  8. Discussion on Financial Reports
  9. Updates on Project Milestones
  10. Any Other Business
Image of stone floor

About Finance Team Meeting Agenda

The finance team will meet to discuss this week's availability, progress on KPIs, evaluate last week's performance, and prioritize tasks for the upcoming week. The meeting will also cover budget updates, financial reports, project milestones, and any other relevant topics.

Introducing Boardshape

Our board management software can be a valuable tool when streamlining your virtual meetings. Our agenda builder allows you to:

  • Collaboratively create an agenda Assign agenda items to participants
  • Collect all the meeting materials in a centralized location.
  • Include live polls for decision making.
  • Easily track follow up communication through comment sections for each item.
  • Our presentation mode keeps everyone in sync during the meeting with the right documents at everyones’ finger tips at the right time.
Sign up to BoardShape