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.

Making sense of winery financial statements (Class is now full)

This class is now full.  

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.

DateFebruary 27th, 2018
Time8:30 -10:30
CategoryDesigned for Managers and Owners
VenueBDCo Offices: 899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Sharing Financial Information with Non-Financial People

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
DateMarch 20th, 2018
Time8:30 - 10:30
CategoryDesigned for Winery Accountants
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

How to Cost Your Wine

In this class, designed for owners, managers, and accountants, we will discuss wine inventory costing. You will leave this session with a new appreciation of your true wine costs and with tools you can use to accurately capture them. 

DateMay 1st, 2018
Time8:30 - 10:30
VenueBDCo Offices: 899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Getting the Most out of Your Automated Solutions

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.  

 

DateJune 12th, 2018
Time8:30 - 10:30
CategoryManagers and Accountants
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Business Intelligence for Wineries

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 23rd, 2018
Time8:30 - 10:30
CategoryOwners and Managers needing insights
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners