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Financial Management II: Strategies

In part two of our Financial Management Program, students learn how to balance conflicting priorities and work more effectively with their COOs, department managers, employees, and the financial community. Students will also learn how to develop valuable departmental profit improvement plans, right-size current asset levels, and construct cash flow statements. After a student completes Financial Management I: Foundation, they become eligible to attend Financial Management II: Strategies. This course will take a deeper dive into specific topics from the first course, along with introducing some new topics. Not unlike Foundation, the Strategies course will utilize Guarantee of Action (GOA) plans to provide a roadmap for improvement that is individualized for each student. In this course, students will experience instructor-led interactive discussion, department analysis tools, and classroom lecture.

Class Length:2 days

Key Objectives & Competencies:

Learn the metrics you need to measure to achieve success
Develop and maintain financial policies and procedures
Discover how to prepare a cash flow analysis
Develop and utilize an effective daily operating control (DOC) process
Facilitate productive weekly manager meetings
Review and report daily cash flow

HOW TO CONVINCE YOUR BOSS

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Save thousands when you purchase more than one course within any applicable multi-part program!

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Financial Management II: Strategies

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

Course Dates & Availability

December 18 - 20, 2024	Kansas City, MO	Available
February 12 - 14, 2025	Kansas City, MO	Available
March 19 - 21, 2025	Kansas City, MO	Available
May 7 - 9, 2025	Kansas City, MO	Available
June 11 - 13, 2025	Kansas City, MO	Available
July 23 - 25, 2025	Kansas City, MO	Available
September 10 - 12, 2025	Kansas City, MO	Available
October 22 - 24, 2025	Kansas City, MO	Available
December 17 - 19, 2025	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 6 months. If canceled fewer than 15 days prior to the session, 50% of tuition will be forfeited unless rescheduled for another date within 6 months. Non-attendance without prior notification or failure to attend the course within 6 months, will result in full forfeiture of funds. Must call by 2:00PM CST the Friday before the class begins.

GMEP: A $3,000 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 deposit is deducted.

Cancellation on or before Session 1: 100%
Cancellation on or before Session 2: 60%
Cancellation on or before Session 3: 30%
No Refund will be awarded after completion of Session 3