Previous Classes

Automating Winery Processes- to be offered at a later date

This class has been rescheduled.  Please contact us at 707-963-4466 if you would like to be notified when we have a new date.  

In this session, we will discuss the tools used in wineries and their relative successes and failures. Participants will walk through a process mapping exercise and provide input on their software needs and key pain points.  

DateSeptember 19th, 2017
CategoryOwners, Managers, Accountants
VenueRescheduled
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners

Table at Impact NAPA (Waitlist Only)

Be our guest at a table at Impact Napa . 

Our table is now filled - add your name to join our waiting list! 

 Jointly hosted by Minou Barabi, President of Oztera (makers of TeraVina winery software) and Geni Whitehouse, Countess of Communication at BDCo CPAs.  

Event Details: Join the North Bay Business Journal for a power-packed morning at the Meritage Resort, Napa Wednesday August 30, 2017. Keynote by Robert Trinchero and topics for panel discussion include next generation of automation in the vineyard and the winery, as well as direct to consumer winery sales. http://www.wineindustryadvisor.com/event/impact-napa-2017

 

 

 

 

DateAugust 30th, 2017
Time7:30-11:30
VenueMeritage Resort
SpeakerImpact NAPA - North Bay Biz
SponsorBDCo and Oztera

Are you really making a profit? How to cost your wine. (Note Location)

In this class, designed for owners, managers, and accountants, we will discuss wine inventory costing.We will cover different categories of costs and their treatment for both financial statement reporting and for managerial purposes. 

You will leave this session with a new appreciation of your true wine costs and with tools you can use to accurately capture them. 

Due to an overwhelming response, this class will be held in Napa at CIA Copia. 

DateAugust 22nd, 2017
Time8:30 to 10:30 am
CategoryOwners, Managers, Accountants
VenueNAPA - CIA COPIA
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners

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

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