Financial Management I: Foundation

Financial Management I: Foundations is the first course in a two-part dealership financial management program designed to help leaders strengthen their understanding of accounting principles, financial statements, and departmental performance metrics. Participants learn how dealership financial documents are structured, how financial information flows through the organization, and how operational decisions impact profitability. Through instructor-led discussions, hands-on financial analysis tools, and interactive learning experiences, learners develop practical skills for evaluating performance and making data-driven business decisions. Using NCM’s Commitment process, participants create customized plans to improve financial performance, enhance operational effectiveness, and support long-term dealership profitability.

Class Length:2 ½ days

Key Objectives & Competencies:

Interpret dealership financial statements to make more informed decisions.
Analyze balance sheets, income statements, and cash flow drivers.
Use financial ratios and benchmarks to evaluate dealership performance.
Differentiate profitability from cash flow to improve financial management.
Leverage key performance indicators across service, parts, and variable operations.
Apply asset management strategies to improve inventory performance and returns.
Utilize NCM financial analysis tools to identify growth opportunities.

HOW TO CONVINCE YOUR BOSS

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Financial Management I: Foundation

Cost:: $1,945 USD | Per Seat
Requirements:: None
Recommended for:: Department Managers, Office Managers, Controllers, General Managers, and CFOs

Course Dates & Availability

July 13 - 15, 2026	Kansas City, MO	Available
August 17 - 19, 2026	Kansas City, MO	Available
September 21 - 23, 2026	Kansas City, MO	Available
November 9 - 11, 2026	Kansas City, MO	Available

Call the NCM Institute at 866-756-2620 or complete this form for more information or to register.

I highly recommend NCMi’s Financial Management Program to anyone in a management position. It gives a great all-around perspective to broaden your knowledge of how every department affects the end product.

Melissa White, Office Manager, Clear Lake Infiniti

The team and instructor exceeded my expectations. This training was a great course and massive help in improving myself and my team back home!

Hayley Vislocky, BMW of Meridian

What an amazing course! The atmosphere and instructor were terrific, the material was easy to understand, and they made everyone feel welcome and comfortable to talk about what is really happening in their dealership.

Kamille Fullmer, CFO, Prestman Auto

Single Class: If canceled 15–30 days prior to the session, 25% of the tuition will be forfeited unless rescheduled for another date within 1 year. If canceled fewer than 15 days prior to the session, 50% of tuition will be forfeited unless rescheduled for another date within 1 year. Non-attendance without prior notification or failure to attend the course within 1 year, will result in full forfeiture of funds. Must call by 2:00PM CST the Friday before the class begins.

GMEP: A $3,000 USD nonrefundable deposit is required at time of application with balance due 14 days prior to class start. Below is the refund schedule for the remaining balance, after the non-refundable $3,000 USD deposit is deducted.

Cancellation on or before Session 1: 100%
Cancellation on or before Session 2: 65%
Cancellation on or before Session 3: 30%
No Refund will be awarded after completion of Session 3