Financial Planning Meeting Agenda


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How to make a Financial Planning Meeting Agenda? Download this Financial Planning Meeting Agenda financial template now!

Whether you manage the finances at your work or at home, adequate communication is essential. Accurately keeping track of financial data is not only critical for running the day-to-day operations of your small business, but it is also important when seeking funds from investors or lenders to grow your business to the next level. Having correct and accurate information exchange, enables and ensures you, you are able to make the right decisions. For those working in Finance, it's important to be accurate and always double-check every detail.

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..



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