NBMBAA® DFW Chapter Presents Strategic Operations & Tax Planning
by
National Black MBA Association Dallas - Fort Worth
View Organizer Page
Wednesday, August 20, 2025
06:00PM - Wednesday, August 20, 2025 08:00PM
Summary
A three-part virtual workshop series empowering entrepreneurs with financial strategies for funding, managing, and scaling their businesses.
This workshop helps entrepreneurs implement strategic operations and tax planning. Topics include creating an operating roadmap, variance reviews, year-end close prep, audit-ready documentation, and entity structure optimization.
- Developing a 12 month strategic operating plan
- Learn how to implement monthly variance reviews
- Creating a Year-end close playbook
- Optimizing your entity & ownership structure
- Will learn how to set up audit ready documentation
Meet Our Speaker
Mark Steward, a graduate of Morehouse College for his B.A. and Cornell for his M.B.A., is a seasoned finance professional with 15 years of corporate experience working for brands such as JPMorgan, Mars, Nike and Disney just to name a few, along with building the Financial Planning & Analysis function for a couple of tech startups within Software as a Service + Healthcare. He started his own consulting company, The Legacy Optimizer, a few years back focused on helping small-medium sized businesses build, manage and scale their financial operations to reach their ultimate legacy aspirations. He is passionate about helping diverse business owners create a better future through clarity of their financials. He serves his clients through Consulting│Coaching│Fractional CFO services│Finance Programming.
Personally, he is from Dallas and has the pleasure of living all around the U.S. from NYC/Chicago/Houston/Portland/Los Angeles. Mr. Steward enjoys traveling and learning/growing from other cultures, having been to 40 countries and counting. He loves spending time with his 5 nieces and 2 nephews along with teaching them early about financial literacy.
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