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.

(Please note new date) From data to insights - making sense of your winery data

Data is just data until it can be put to use in making better decisions. 

In this class, designed for owners and managers, we will share tools for gathering and analyzing data and putting it to work for use in planning and budgeting. 

Using a case study, we will demonstrate online benchmarking,  budgeting and forecasting solutions as well as some advanced Excel features that can help bring data to life in your winery.  

 

Note:  This class has been rescheduled from June 11th to July 9th, 2019

DateJuly 9th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

Next Generation Leaders - what you need to know about the business of wine

Designed for next generation family members looking to become leaders in a family business, this course will provide insights into communication, winery finances, goal setting, team building and more.

We’ll share ideas and strategies for aligning goals and objectives and communicating across generations. 

DateAugust 13th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

How much does it cost to make this 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.

We will share new tools and ideas for accumulating the data that drives your costs per bottle. 

 

Note:  this topic typically "sells" out.

DateSeptember 17th, 2019
Time8:30 -10:30
CategoryOwners and Managers
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

An owner's guide to working with accounting staff

Accountants speak a unique language that is not often understood by the people who depend on them for information. 

In this class, designed for owners and managers who rely on the numbers in their business, we will demystify standard accounting terminology and how it is uniquely applied in the wine industry.  We will share tools for working with accounting staff and reviewing financial reporting. 

Winery leaders will leave this class with tools that allow them to delegate core accounting tasks without abdicating responsibility for the financial results of their business. 

 

DateNovember 12th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

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, 2019
TimeContact us to schedule a date and time
CategoryIndividual Coaching