Develop and Train to Retain Your Best
Develop and Train to Retain Your Best

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

Financial Management II: Strategies

$1,795 | Per Seat
Financial Management I: Foundation
Recommended for:
Office Managers, Controllers, and CFOs

Course Dates & Availability

November 11-13, 2020 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

Note to CPAs: Program Content: Agenda available upon request; Program Level: Advanced; Prerequisites: None; Advanced Preparation: See confirmation upon registration. This group-live course is approved for approximately 12 CPE hours in the field of Specialized Knowledge and Applications. Please contact NCM Associates, Inc., at 866-756-2620 for registration and for more information regarding administrative policies such as complaint and refund.

NCM Associates, Inc., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37129-2417. Web site:

Cancellation Policy: More than 15 days, but less than 30 days, prior to session, 25% of the tuition will be forfeited unless rescheduled for another date within 6 months. Less than 15 days prior to 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.