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End-of-Year Financial Meeting Template

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Use this template to facilitate your next End-of-Year Financial Meeting to evaluate the company’s financial performance and plan for the year ahead.

Finance Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
End-of-Year Financial Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
End-of-Year Financial Meeting
Today @ 10:30 - 11 AM
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End-of-Year Financial Meeting
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End-of-Year Financial Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Strategic Planning Meeting Template:

1Attendance ✅

List all meeting attendees.

  • [Name]
  • [Name]

2 Financial Highlights

Present the most significant financial results for the year.

  • Revenue
  • Growth year-over-year
  • Net profit year-over-year

3Major Accomplishments

Note any important business milestones.

4Forecast

Include the reasons for any significant variances from the initial forecast.

5Goals for the Upcoming Year

List the company goals for the next upcoming year to increase revenue.

6Summary

Summarize financial highlights, accomplishments, forecasts, goals, etc.

7Action Items

What came out of this meeting? What are your next steps?

8Notepad

Anything else to write down?

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Fellow.app

Template by

Fellow.app

Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    “Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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