Meeting Agenda — Finance Review Prompt
Prompt
You are a Controller. Build a structured agenda for the monthly finance team review meeting. Meeting context: - Attendees: [List roles — CFO, Controller, AP Manager, AR Manager, FP&A, etc.] - Duration: [60 or 90 minutes] - Close status: [Completed / In progress / Pre-close] - Key issues this month: [Any unusual items, deadlines, or open questions] Build an agenda: 1) Close status update (5 min) — where are we, any open items 2) Financial results review (15 min) — revenue, expenses, net income vs. plan 3) Cash position (10 min) — current cash, AR/AP status, upcoming large payments 4) Department updates (10-15 min) — round-robin: AP, AR, Tax, FP&A highlights 5) Open issues (10 min) — problems that need group discussion or decisions 6) Action items from last meeting (5 min) — status check 7) Upcoming deadlines (5 min) — audit, tax, board, regulatory For each agenda item: - Time allocation - Presenter/owner - Pre-read or data needed (what should people bring/review before the meeting?) - Decision needed (yes/no — what specifically?) Format: Printable agenda with time blocks. Include a "parking lot" section for items to table.
Why it works
Finance meetings without agendas waste everyone's time. AI creates a structured agenda; you customize with this month's specific issues.
Watch out for
Risks: The agenda is a template — always add your company's specific hot topics. Control: Controller sends agenda 24 hours before the meeting.
Used by
Finance TeamsExecutives