Creating or Revising Financial Policies

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This policy outlines a set of procedures for creating or revising corporate financial policy statements in a consistent manner throughout the organization. It applies to all department heads.

This sample states that financial policies should be presented in a standard policy template which should include the following information: title of policy; area; prepared by; approved by; revision date; effective date; purpose of policy; policy and exhibits, if applicable. In addition, this policy outlines procedures for submitting a new financial policy, such as: proposals for new financial policies should be forwarded to the CFO (or other designated finance personnel).

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