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Finance Team Meeting Template

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

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Finance Team Meeting Template

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?

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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?

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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?

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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?

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