Classes

Brotemarkle, Davis & Co. present a three-part series designed to get winery owners and their teams focused on shared financial objectives. Instructors Craig Underhill and Geni Whitehouse will show owners and staff how to understand, communicate, and apply common financial concepts to the business of wine.

Session 2, Achieving financial goals, is designed for managers.

In this class, managers will learn the difference between financial information that meets an owner’s needs and financial information that helps drive team results. 

Topics  will include:

• Understanding an Owner's financial challenges
• How to connect your actions with an Owner's financial goals
• What and how to communicate with your boss
• What information to share with your team

This class is free to members of the Napa Valley Vintners. 

Brotemarkle, Davis & Co. present a three-part series designed to get winery owners and their teams focused on shared financial objectives. Instructors Craig Underhill and Geni Whitehouse will show owners and staff how to understand, communicate, and apply common financial concepts to the business of wine.

Session 3, Working towards a shared financial goal, brings owners and managers together.

In this class, owners and managers will work together to produce a framework for sharing financial information that leads to results for your organization. 

Topics will include:

• How to make better business decisions
• How to create metrics that drive behavior
• Authority, responsibility, and information 
• Delegating without abdicating responsibility

This class is free to members of the Napa Valley Vintners. 

Are you ready to speak the language of business?

Then sign up for confidential individual coaching with Geni Whitehouse. (Prices start at $500.)

Note: This page is for registration only. We will contact you to schedule a time and to accept payment by credit card. All coaching is subject to 100% satisfaction guarantee. If you are not satisfied for any reason, we will refund your full amount.

Are you tired of missing your financial goals? It's time to teach your team some basic financial concepts. 

Sign up for customized group training with Geni Whitehouse and Craig Underhill. ($6,000 for a half-day training session.) Fee includes data gathering time, custom game development, and modeling tool for your use.)

Note: This page is for registration only. We will contact you to schedule a time and to accept payment. All coaching and training is subject to 100% satisfaction guarantee. If you are not satisfied for any reason, we will refund your full amount.

Are you an accountant who wants to help your winery co-workers make sense of the numbers and understand the incredible insights you have to share?

Then sign up for confidential individual coaching with Geni Whitehouse. (Prices start at $500 for first individual coaching session.)

Note: This page is for registration only. We will contact you to schedule a time and to accept payment by credit card. All coaching is subject to 100% satisfaction guarantee. If you are not satisfied for any reason, we will refund your full amount.