Monthly Finance-Development Meeting Agenda

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Example of an agenda used for monthly meetings between the CFO/Controller and VP Development or Development team. It focuses on project status and risks, cash need and availability, developer fees.

It’s been used over the years to collect the info a CFO needs for: 

  • Cash flow and revenue forecasting
  • To identify problems or potential problems
  • To coordinate the work of Finance with Development

The responses to these questions will also highlight if there is a lack of understanding or attention to key risk factors or deadlines, so that may be changed before it creates problems.


Author: Chelsea Maupin

Güd Marketing - Strength Matters Communications

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