New to role—in-house lawyers—meeting agenda and question plan—CFO

Copyright © 2025 LexisNexis

Published by a LexisNexis In-house Advisor expert

Precedents

New to role—in-house lawyers—meeting agenda and question plan—CFO

Copyright © 2025 LexisNexis

Published by a LexisNexis In-house Advisor expert

Precedents

imgtext

General

Item	Description
Purpose of meeting	Introductory meeting between [Insert your name], [insert your job title] and [insert name of CFO], CFO of [Insert name of organisation]
Date and time of meeting	[Insert date] at [insert time of meeting] [am OR pm]
Attendees	[Insert name of CFO][Insert your name][[Insert names of any other invited attendees, eg your line manager]]

Agenda

Item	Supporting documentation	Person leading item	Questions
Introducing [insert name of organisation]’s in-house lawyer.	N/A	[Insert

Powered by Lexis+^®

Jurisdiction(s):

United Kingdom

Key definition:

CFO definition

What does CFO mean?

officer'>Chief financial officer—responsible for the company’s finance and accounts function.

Popular documents

Priority between loss reliefs in loss making companies

Priority between loss reliefs in loss making companiesWhy does it matter?A company that is a member of a group and has incurred any of the types of losses available for surrender by way of group relief may, without any further rules, have more than one way in which to use the loss. There are a

Late payment penalties—inheritance tax

Late payment penalties—inheritance taxWhile interest often accrues on overdue tax, the late payment of certain taxes may also attract a penalty. For information on the interest accruing on overdue tax, see Practice Notes: IHT—payment deadlines on death—Interest on IHT and Interest on late paid

Strike out—making an application to strike out a statement of case

Strike out—making an application to strike out a statement of caseA strike out order can be made either following an application by the parties or on the court's own initiative. This Practice Note deals with the scenario of the order being made following a party's application.Making an application

Glossary—Latin legal terms

Glossary—Latin legal termsDespite attempts in recent years to simplify the language used in legal cases, there are still a number of Latin phrases commonly used in personal injury claims. The following Latin phrases are listed in alphabetical order:Latin