SayProRoyal-12 Finance and Treasury Committee Calendar
1. Quarterly Financial Review Meetings
Objective: To review financial performance, analyze budget adherence, and assess ongoing financial projects.
- Date: [Quarter 1: January 15, 2025]
[Quarter 2: April 15, 2025]
[Quarter 3: July 15, 2025]
[Quarter 4: October 15, 2025] - Location: SayPro Headquarters (or Virtual)
- Key Agenda:
- Financial performance reports
- Budget variances
- Investment updates and risk assessments
- Committee member reports and insights
2. Annual General Meeting (AGM)
Objective: To present the annual financial report to the SayPro Board and stakeholders, and to discuss strategic financial goals for the upcoming year.
- Date: [December 10, 2025]
- Location: SayPro Headquarters / Virtual
- Key Agenda:
- Presentation of the Annual Financial Statement
- Discussion of the annual audit and compliance reports
- Approval of upcoming year’s budget and financial plans
- Strategic planning session for fundraising and investments
3. Special Financial Strategy Session
Objective: To brainstorm and create financial strategies for significant investments, projects, and growth initiatives.
- Date: [February 20, 2025]
- Location: SayPro Headquarters (or Virtual)
- Key Agenda:
- Evaluation of major upcoming projects
- Development of fundraising strategies
- Allocation of resources for large-scale initiatives
4. Budget Planning and Forecasting Meeting
Objective: To plan the financial budget for the upcoming fiscal year, based on forecasted income and expenditures.
- Date: [May 5, 2025]
- Location: SayPro Headquarters (or Virtual)
- Key Agenda:
- Review of past year’s budget performance
- Discussion of projected income, costs, and financial needs
- Final approval of the fiscal year budget
5. Mid-Year Financial Assessment
Objective: To assess the financial health of SayPro halfway through the year and make adjustments where necessary.
- Date: [July 10, 2025]
- Location: SayPro Headquarters (or Virtual)
- Key Agenda:
- Review of financial performance for the first half of the year
- Identification of potential financial risks or opportunities
- Adjustments to the financial strategy if necessary
6. Investor and Donor Relations Event
Objective: To strengthen relationships with potential and current investors, donors, and financial partners.
- Date: [September 25, 2025]
- Location: Virtual Event / SayPro Headquarters
- Key Agenda:
- Financial progress update for SayPro
- Presentation of new projects requiring financial support
- Networking and partnership-building with investors and donors
7. Annual Audit Preparation Meeting
Objective: To prepare for the external audit, review all financial statements, and ensure compliance with accounting standards.
- Date: [November 5, 2025]
- Location: SayPro Headquarters (or Virtual)
- Key Agenda:
- Review of financial statements and supporting documentation
- Final check on compliance with internal financial controls
- Coordination with external auditors
Note: All meetings will be scheduled with sufficient notice and may be held either in-person or virtually depending on circumstances. Additional meetings may be called as necessary to address urgent financial matters.
We look forward to your participation and dedication in these critical meetings as we move forward with our collective mission.
Best regards,
SayProRoyal-12
SayPro Royal Board Finance and Treasury Committee