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BD Co Brotemarkle Davis & CO. LLP Wine Industry Accountants

Education Center

Brand New Classes for 2016 - registration is now open

We are pleased to provide the following classes at no charge to members of the Napa Valley Vintners association:

Next Gen: A Case Study in Passing the Baton - January 12, 2016

In this real-life case study, Delia, Janet and Alan Viader will share their experiences in applying performance management techniques to their family business. Our multi-generation panel of Viaders will discuss communication, delegation and management tips, and how activity calendars and financial fluency training helped everyone in their winery get on the same page.

Automating Your Winery Processes - February 23, 2016

In this session we will create a winery process map and identify the automated solutions that exist at each step. Attendees will describe their existing tools, successes, and areas where improvement is needed. You will leave this session with tools to evaluate and document your winery’s software solutions.

Best Practices for Winery Software - March 17, 2016

Designed for accountants and DTC leaders, this class will be set up as a guided roundtable discussion for attendees to compare notes.  We invite users of leading accounting and point of sale applications to bring their questions, experiences, and best practices to share with other members of the group.  Once you register for class, we will send you a survey to identify the application(s) you are using today. 

Leadership by the Numbers - April 26, 2016

Back by popular demand, this class gives winery leaders the tools to articulate their goals, get team buy in and create financial and non-financial measures that keep them on track. Working from a winery case study, participants will gain hands-on experience with key performance management tools they can apply to their own wineries.

Costing Class - June 7, 2016

Learn how to capture, manage and review your production costs and understand how they affect your financial statements. This course is designed to give winemakers and vineyard managers a new perspective on their role in achieving the business objectives of the winery.

Excel for Wineries - October 11, 2016

In this class we will cover advanced features that can help you get the most out of  gathering and analyzing your data. We will show you 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.

 *** *** *** *** *** ***   Previous Classes   *** *** *** *** *** ***

Due to overwhelming interest in the numbers driving successful wineries, in 2015 we offered a series of classes covering winery financial information from every angle. Designed for winery owners, each class can be taken individually or in sequence. 

In this three- part series, we gave owners and managers insight into the financial side of the wine business from three different perspectives. 

(NEW) Part 3: From the Driver’s Seat - July 23, 2015 

We’ll talk about a managerial view of the financial information in a winery. We’ll share insights on what an owner seeks when he or she reviews the financial results and how to spot problems. We’ll review daily, weekly and monthly reports, along with other tools for managerial insight. We will talk about the difference between “right” and “right now” when it comes to financial information and making timely decisions. You will leave this session knowing what financial information to review, what to delegate, and what information you can ignore. 

(NEW) Part 2: A Bird’s Eye View - June 18, 2015

We’ll share the rules behind all of those questions your accountant asks and explain why they should matter to you. We will cover concepts like cutoff, materiality, and the difference between book and tax. We’ll also help you see the numbers from a banker’s perspective and share insights on moving the needle in the right direction.

Leave this session with a clear understanding of how financial statements provide a true picture of your business results.  

(NEW) Part 1: A View from the Front Line - April 23, 2015 Waiting List Only

This session is full as of April 7, 2015. In this session, we will show you how a bookkeeper/accountant approaches information in a winery. You will learn what to look for, how to review your results, identify trouble spots, and evaluate the information. We’ll share a view of the wine industry from a transactional perspective, including the flow of information so you can appreciate the effort involved in keeping multiple systems in sync.

You will leave this session with new insights and greater respect for your favorite bookkeeper.

Costing and Production Decision Analysis -  March 12, 2015

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 so you can create the right pricing structure to ensure your business operates in the black. 

(NEW) Bridging the Generation Gap: shared perspectives in a family winery -  February 10, 2015

After working with each generation in a separate class, we thought it would be smart to bring everyone together in a collaborative workshop to talk about what they've learned, work through a case study, and get down to the nitty gritty. This session is open to prior Next Gen class attendees as well as others who want to get right to the heart of the matter in their family winery. 

Cellar and Production Cost Analysis - April 10, 2014

Learn how to capture, manage and review your production costs and understand how they affect your financial statements. This course is designed to give winemakers and vineyard managers a new perspective on their role in achieving the business objectives of the winery. 

Building a Foundation for the Next Generation -  offered twice: June 19, 2014 and July 22, 2014

Designed for owners of a family business, 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. 

Taking the Reins of a Family Business - offered August 19, 2014 and September 23, 2014, January 8, 2015

Designed for next generation family members looking to become owners in a family business, 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.