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First Finance Team Meeting Agenda

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Get to know your Finance team and come together to set expectations during the first meeting as their manager.

Finance Meetings Team Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
First Finance Team Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
First Finance Team Meeting
Today @ 10:30 - 11 AM
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First Finance Team Meeting Agenda
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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  • 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 First Finance Team Meeting Agenda:

1👋 Getting to know each other

Icebreakers and questions to learn about everyone’s background/hobbies.

2💬 About your manager

A little bit about my experience, values, and preferred methods of communication.

3💰 Progress on Finance Goals

Describe your current progress towards the Finance team’s quarterly goals.

4🏓 Finance Projects Roundtable

Provide a status update on your current projects to bring the new finance manager up to speed.

5💭 Expectations

Discuss team meeting cadence, team values, and channels to exchange feedback.

6❓Questions

What are some questions you’d like to ask your new manager?

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • 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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