Previous Classes

QuickBooks for wineries- cloud versus desktop

In this session, designed for winery owners and their accountants, we will compare the features of QuickBooks desktop and QuickBooks online  as they relate to wineries.  We will walk through the benefits of each and then share insights on the conversion process. 

DateJune 13th, 2017
Time8:30 to 10:30 am
CategoryOwners, Managers, Accountants
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners

Sharing Financial Information with Non-Financial People (WAITLIST Only)

This class is now full. Registration will add you to a waiting list. 

Learn to connect the numbers with the people who need them in this 2 hour class. 

Designed for financial people working with wineries, this class includes: 

  • Communication techniques for different DISC behavioral styles
  • Financial statement analogies you can use
  • Visual tools that help break down barriers
  • Ideas about financial statement layouts for the wine industry


DateApril 27th, 2017
Time8:30 to 10:30 am (WAITLIST ONLY)
CategoryAccountants and Bookkeepers (WAITLIST ONLY)
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Making sense of winery financial statements

In this interactive class, designed for owners and general managers, we will cover the key elements of winery financial statements, identify the opportunities for improving financial results, and help owners connect team actions to financial outcomes. 

Owners will leave with a new appreciation of financial information and how to evaluate their wine business results. 

Attendees will work on individual and group activities, including case studies. 



DateMarch 7th, 2017
Time8:30 to 10:30 am
CategoryVintners and General Managers
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)

Meeting with Vin65 Team

Management update from Vin65 team on product plans, company strategy, and direction. 

DateOctober 14th, 2016
TimeReg at 8:30, meeting from 9-11
VenueMagnolia Room 1299 Pine Street

Excel for Wineries

Learn how to use and create Pivot Tables, Lookups, Filtering and Subtotals, Conditional Formatting and more. Bring your laptop and any questions you might have to class. 

DateOctober 11th, 2016
Time8:30 to 10:30
CategoryHands on - Bring your Laptop
VenueBDCo Offices, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

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