Upcoming 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.

Top CRM and Point of Sale Solutions for Wineries

Whether you are selling wine direct to consumers, via restaurants or through distributors, you are dealing with customers.   How do you manage your customer and prospect lists, demographic data, customer preferences and other important information so you can create mutually rewarding connections?  How do you keep track of promised follow up, schedule appointments and store documents? And once you have a customer ready to buy online, how does your technology support them in selecting, shipping, and purchasing your wine?

In this session we will examine critical technology that helps make the customer buying experience both memorable for them and profitable for your winery.  Be prepared to share your perspective on what works or doesn’t work for the solution(s) you are currently using.

DateOctober 17th, 2017
Time8:30 to 10:30 am
CategorySales Managers Team, Accountants
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners

Business Intelligence for Wineries

Thanks to modern technology, we have gotten very good at capturing data.  We know how many visitors arrive each day, what they buy, and which social media sites lead them to us. We know the margin per SKU and the cost of farming per acre.

But now we have a different problem. 

How do turn these volumes of data into actionable insights? In this session, we will share information on some of the leading business intelligence tools available including online dashboards, Excel add ins, and other wine industry solutions that can help reduce the time needed to organize and analyze data. 

 

DateNovember 28th, 2017
Time8:30 to 10:30 am
CategoryWinery Owners and Managers, Accountants
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners

Financial Fluency for Teams

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.

 

DateDecember 30th, 2017
TimeContact us to schedule a date and time
CategoryInteractive team activities

Financial Fluency for Accountants

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.

 

DateDecember 31st, 2017
TimeContact us to schedule a date and time
CategoryIndividual Coaching

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