Formats de fichiers gratuits disponibles:.pdf
Feel free to download our basic or advanced finance templates, they are intuitive and in several kinds of formats, such as PDF, WORD, PPT, XLS (Excel includes formulas and can calculate sums automatically), etc.
Using this Financial Planning Meeting Agenda financial template guarantees that you will save time, cost and efforts and enables you to reach the next level of success in your project, education, work, and business!
Download this professional Financial Planning Meeting Agenda template now!
Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your company. These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.
1 Strategic Financial Planning LGLA Elected Officials Seminar Presented by: Nancy Gomerich BBA, CA, NG Consulting nancy ngconsulting.ca 2 Agenda Status Quo Meeting expectations Is the Status Quo good enough Key Aspects of Strategic Financial Planning Identify “Take-Away(s)” NG Consulting and R.A.. 26 Public Involvement Considerations Do everything can in OPEN, ADVERTISED Meetings BUT, PI can take more time and resources, therefore must properly assess the need for PI and appropriate level of Build on PI processes already in place Use input already gained (OCP development being most obvious) Need to be very clear about PI goals, and how the PI will be used Build a PI plan accordingly Be cautious of creating unrealistic (public) expectations Need to ensure obtain representative/balanced input Provide ample opportunities for input BUT, Obtain statistically valid input as well (general/high level, and focused) Consider development of a policy that establishes PI values/ principles common to all PI and guidance on how to develop an appropriate PI plan (see Public Participation Guide, Auditor General of BC) NG Consulting and R.A.. Operations nity Plan DOLLARS POLICY STRATEGY 50 Long-term Financial Planning How Long 10 year capital operating plan, PLUS Lifecycles for capital assets – level of detail sufficient to set current targets for reserve levels Focus on long-term financial sustainability Incorporates input from all key plans – OCP, Asset Management, Service Master Plans… Consideration and analysis of various future scenarios Strategy development to address identified risks/threats and maximize opportunities Provides an opportunity for meaningful consideration and selection of service levels and changes thereto Policy and Strategy are just as important than the numbers NG Consulting and R.A..
Rien sur ce site ne doit être considéré comme un avis juridique et aucune relation avocat-client n'est établie.