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.

Business Intelligence for Wineries (This class is now full)

Note the date change - this class will be held on 8/28/18 

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. 

DateAugust 28th, 2018
Time8:30 - 10:30
CategoryOwners and Managers needing insights
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Top CRM and Point of Sale Solutions for Wineries

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 16th, 2018
Time8:30 - 10:30
CategoryManagers and Sales Leaders
VenueBDCo Offices: 899 Adams Street, Ste H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

What’s Your Winery Worth?/Optimizing Your Winery Value

Participants will learn how to determine the value of their winery assets and examine estate issues. This course is applicable to brands that are transitioning to the next generation of ownership or planning for a sale 5-10 years down the line.

DateDecember 4th, 2018
Time8:30 - 10:30
CategoryOwners and GMs
VenueBDCo Offices: 899 Adams Street, Ste. H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

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, 2018
TimeContact us to schedule a date and time
CategoryIndividual Coaching