End-of-Year Financial Meeting Template
Get this templateUse this template to facilitate your next End-of-Year Financial Meeting to evaluate the company’s financial performance and plan for the year ahead.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
End-of-Year Financial Meeting
230
422
Preview template
End-of-Year Financial Meeting Template
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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?
