Board Meeting Finance Pack Template

An editable Excel pack for presenting performance, cash, variances and management actions in a repeatable board format.

Who it is for: Finance leaders, founders and outsourced CFO practices

What you get: A repeatable management pack that keeps decisions, risks and financial evidence together.

What you need to fill it in

• Current-period management accounts
• Budget or prior-period comparisons
• Management actions and owners

What the template includes

• Executive finance summary
• Performance sections
• Action and decision prompts