Before downloading the Finance Playbook, we suggest reading The Finance Calendar, an operating guide to define your annual and monthly cadences for key Finance activities. The Finance Playbook provided with our free presentation will help you implement and socialize The Finance Calendar in your business.

The Finance Playbook presentation template provides pre-built slides that covers the following content:

1. Finance Strategy

  • Mission & Vision
  • Operating Principles
  • Goals

2. Calendar

  • Board Meeting Schedule
  • Annual Calendar
  • Monthly Calendar

3. Organization Structure

  • Finance Team
  • Business Partnerships

4. Process & Technology

  • Process
  • Tech Stack
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