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.

How to work with your Accountant

In this session you will learn how to work effectively with the various accounting professionals involved in  your business.  Whether internal or external, accountants have a great impact on your business results - from generating transactions to reporting to compliance and cash flow management the daily decisions they make help to drive your bottom line.  We'll cover what to expect from different professionals and why they require information from you.  

DateApril 23rd, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

Secrets to Improved Communication – Understanding Different Styles

In this class, you will learn about the science of communication and how it applies to every interaction in your winery from sales, to marketing content, to team communications.  You will learn about your own natural communication style and how to modify it for greater success when talking with others. 

 

DateMay 19th, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Before the budget – how to get your team in alignment

In this class, we will talk about organizational alignment and how to get everyone moving in the same direction.  Starting from shared values and beliefs, we will talk about how to capture and share stories that validate your winery's true core values.  We'll talk about team engagement, information sharing, and how to empower people to make the right decisions.  (And show how all of this is required before you start creating that budget.) 

 

DateJune 25th, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Budgeting and Forecasting for Wineries

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

Stay Well and Be Informed

We are trying to stay current on Covid Updates 

  • Loan information is here (updated on 4/5/2020)
  • We have a central location that is date stamped for tools and news related to coping with the impact of Covid-19 here

 

As you know, information is changing at a rapid pace and the impacted agencies are struggling to interpret and implement laws and regulations quickly.

 

 

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