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.

Improving the Flow of Information in Wineries

Question: How many spreadsheets does it take to run a winery? 

Answer: Way too many!

It’s time we have the information we need at our fingertips. In this interactive class,  we will talk about the tools available to get insights from your various systems in a timely and meaningful way.  We will compare notes on current systems, discuss what works and what doesn’t and share updates on the latest technology that is available to better support your winery and its people.   

 

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

Metrics and Measures That Move the Needle

How to create and monitor key performance indicators in wineries.

DateMarch 26th, 2020
Time8:30 - 10:30 am
CategoryWinery Leaders
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

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