Executive Financial Workshop Series - Fall 2026
If you are long past the startup phase of your business, want to sustain and increase profits & cash flow faster, this executive series is for you.
Eligibility:
-Business Owners with revenue of $250k or higher
-Businesses that have 3 years of business taxes
-Businesses in good standing with the DCCA In this workshop you will gain a deeper insight into your business financials.
Speaker(s): Mariko Gordon, CFA, CFP® is a former $2.5 billion portfolio manager turned financial advisor and founder of Uzume, a firm helping business owners build confidence and clarity around money. Based in North Carolina, she blends deep investing experience with coaching, teaching, and the occasional hula.
Dates: 10/15, (skip a Thursday), 10/29, 11/5, 11/12, 11/19
Thursdays from 11:30AM - 1:00PM
If interested in applying to take this course, please pre-register here and our Program Coordinator will contact you.
Fee: No Cost