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.

Budgeting and Forecasting for Wineries

Rescheduled - stay tuned for online training options. 

In this session we will introduce you to budget models and tools that can help you automate the planning process and allow you to build multiple scenarios. 

DateJuly 23rd, 2020
Time8:30 - 10:30 am
CategoryOwners and Managers
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Understanding Winery Financial Statements

How to make sense of financial information and what to share with others.

DateOctober 29th, 2020
Time8:30 - 10:30 am
CategoryOwners and Managers
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Advanced Excel for Wineries

Learn advanced techniques for getting more information from your Excel spreadsheets.

DateDecember 8th, 2020
Time8:30 - 10:30 am
CategoryAnyone working in a winery
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners