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Executive Workshop Series: Master Your Business Financials


About the Workshop:

Join us for the Spring 2026 Executive Workshop Series with facilitator Mariko O. Gordon, CFA.

This five session executive series is designed for established business owners who are long past the startup phase and are ready to sustain and increase profits and cash flow. Cohort sessions are conducted online via Zoom and focus on building confidence and clarity around business financials.

Participants will gain deeper insight into their financials, learn how to spot financial red flags, receive practical tips on budgeting and forecasting for growth, and explore tax planning strategies and benefits for business owners. The series also helps refine your business ecosystem and identify the strengths of your business model.

Who This Is Best For:

  • Business owners

  • Businesses with revenue of $250K or higher

  • Businesses with at least three years of business tax filings

  • Businesses in good standing with the DCCA

Facilitator: Mariko O. Gordon, CFA

Cost:
$50 per session or $150 for the full series

Interested? Please complete this form to be considered for the Executive Workshop Series classes.

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January 8

Bookkeeping for Small Businesses