CEO-CFO Meeting Agenda
Pre-built agendas for your weekly, monthly, and quarterly meetings. Based on the operating rhythm that keeps CEO and CFO aligned. Customize and download.
weekly CEO-CFO Meeting
30-60 minutes. Never skip. Daily 10-min check-ins supplement this.
Cash position update (actual vs. 13-week forecast)Cash
AR aging review — who owes us over 30 days?Cash
Revenue update — where are we vs. monthly target?Revenue
Pipeline review — what's closing this month?Revenue
90-day goal progress — on track or behind?Strategy
Top 3 headwinds this week — what's blocking the team?Operations
People update — any hiring, performance, or retention issues?People
One decision to make this weekDecisions
The Operating Rhythm
Daily: 10-minute check-in. Quick pulse. No agenda needed — just “anything I need to know?”
Weekly: 30-60 min structured meeting. Cash, revenue, 90-day goals, headwinds, one decision.
Monthly: Half-day deep dive. Full financial review. KPIs. Strategic check.
Quarterly: Full day. Reset 90-day goals. Validate 1-year plan. Team assessment.
“You will always be too busy and blow it off. Protect the vision — otherwise you'll look like a driver on their phone.”