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Classes

We do our best to take the mystery out of finance and accounting. We offer classes that not only explain financial concepts but also teach teams how to connect them with their day to day activities. Once everyone speaks the same language and aims for the same goals, great things can happen.

Date: Thu, Jun 19th, 2014
Time: 8:30 am - 10:30 am
Venue: BDCO offices, 899 Adams Street
Speaker: Craig Underhill and Geni Whitehouse
Sponsor: Napa Valley Vintners
Building a Foundation for the Next Generation

Designed for owners of a family winery, this interactive class will help you map out a plan for including the next generation. We’ll share ideas for financial and management training, building in accountability and how to separate business from personal life. With clarity and clear communication, you can build a legacy that lasts.

Leave this session with: 

  1. A guide to sharing financial information
  2. Information on metrics and measures
  3. Planning tools
Date: Tue, Jul 22nd, 2014
Time: 8:30 am - 10:30 am
Category: NVV
Venue: BDCO offices, 899 Adams Street
Speaker: Craig Underhill and Geni Whitehouse
Sponsor: Napa Valley Vintners
Building a Foundation for the Next Generation (Repeat)

Designed for owners of a family winery, this interactive class will help you map out a plan for including the next generation. We’ll share ideas for financial and management training, building in accountability and how to separate business from personal life. With clarity and clear communication, you can build a legacy that lasts.

Leave this session with: 

  1. A guide to sharing financial information
  2. Information on metrics and measures
  3. Planning tools
Date: Tue, Aug 19th, 2014
Time: 8:30 am - 10:30 am
Category: NVV
Venue: BDCO offices, 899 Adams Street
Speaker: Craig Underhill and Geni Whitehouse
Sponsor: Napa Valley Vintners
Taking the Reins of a Family Winery

Designed for next generation family members looking to become owners in a family winery, this course will provide insights into winery finances, goal setting, team building and more.  We’ll share strategies for aligning goals and objectives across your entire organization. 

Leave this session with tools: 

  • For understanding financial results
  • Setting goals
  • Communicating information with other family members
Date: Tue, Sep 23rd, 2014
Time: 8:30 am - 10:30 am
Category: NVV
Venue: BDCO
Speaker: Craig Underhill and Geni Whitehouse
Sponsor: Napa Valley Vintners
Taking the Reins of a Family Winery (Repeat)

Designed for family members looking to become owners in a family winery, this course will provide insights into winery finances, goal setting, team building and more.  We’ll share strategies for aligning goals and objectives across your entire organization. 

Leave this session with tools: 

  • For understanding financial results
  • Setting goals
  • Communicating information with other family members
Date: Tue, Oct 21st, 2014
Time: 8:30 to 10:30
Category: NVV
Venue: BDCO offices, 899 Adams Street
Speaker: Craig Underhill and Geni Whitehouse
Sponsor: Napa Valley Vintners
Costing and Production Decision Analysis

Are you looking to expand your volume or product offerings? In this class, designed for winery owners, we’ll help you understand the cost of incremental SKUs and additional case production and determine the right pricing structure to ensure that your business operates in the black.