Free Financial Meeting Minute Template

Financial Meeting Minutes

Meeting Topic: Annual Budget Review

Date: January 15, 2050

Time: 10:00 AM - 12:00 PM

Location: Main Conference Room

Attendees

  • John Richards (CEO)

  • Jane Smith (CFO)

  • Alan Brown (Accounting Manager)

  • Emily Greene (Financial Analyst)

Meeting Agenda

  1. Review of last year's budget

  2. Discussion on expenditure and revenue for the upcoming year

  3. Proposal for budget allocations

Decisions Made

  1. Review of last year's budget: The team agreed on adjustments based on last year's spending.

  2. Discussion on expenditure and revenue: The team acknowledged that revenue projections need to be more realistic.

  3. Proposal for budget allocations: It was unanimously decided to allocate a larger budget to R&D.

Action Items

Item

Responsible Person

Deadline

Adjustments in expenditure based on last year's spending

Alan

January 30, 2050

Next Meeting

Date: February 15, 2022
Agenda: Discussion on the revised budget

Meeting Minutes Prepared by:

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