Financial Management II: Strategies

Financial Management II: Strategies builds on the foundation established in Financial Management I, providing dealership leaders with advanced financial tools and strategies to improve performance, strengthen profitability, and support long-term business growth. Participants will learn how to analyze cash flow statements, optimize asset management, develop departmental profit improvement plans, and use financial data to make informed strategic decisions. The course also focuses on strengthening collaboration across departments and aligning financial objectives with operational goals. Through instructor-led discussions, practical analysis tools, and the NCM Commitment process, learners create customized action plans that drive measurable results and enhance overall dealership financial performance.

Class Length:2 days

Key Objectives & Competencies:

Improve dealership profitability through advanced asset and inventory management.
Strengthen cash flow management using proven financial controls and reporting tools.
Develop financial policies and procedures that support operational excellence.
Design compensation and retention strategies that improve employee performance.
Optimize accounting department structure, roles, and accountability systems.
Identify expense reduction opportunities to improve departmental profitability.
Apply leadership principles that drive accountability and financial results.
Develop and present a strategic action plan focused on measurable business outcomes.

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Financial Management II: Strategies

Cost:: $1,845 USD | Per Seat
Requirements:: Financial Management I: Foundation
Recommended for:: Office Managers, Controllers, and CFOs

Course Dates & Availability

July 15 - 17, 2026	Kansas City, MO	Available
August 19 - 21, 2026	Kansas City, MO	Available
September 23 - 25, 2026	Kansas City, MO	Available
November 11 - 13, 2026	Kansas City, MO	Available

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

As a controller, this class has allowed me to recognize my duties benefit the entire dealership. It is not just about the accuracy of the general ledger, but my financial analysis can assist all departments in meeting goals.

Amanda Reynolds, Controller, Little Apple Toyota Honda

The training and instruction I have received at NCM is far superior to any other training or seminars I have been to. The staff is incredibly knowledgeable and is interested in helping you succeed.

Grant Culver, General Manager, Parks Motors Inc.

My instructor was very knowledgeable, pleasant, and knows the field. It's been an eye-opening experience. One that will change the way I do business, and more importantly, I can now correct errors utilizing the tools at our fingertips.

Kelly Cobos, Finance Manager, Teton Honda

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