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 Cost Your Wine (Note New Venue)

(This class is full as of 4/4/2018. Register with the NVV to be added to a waiting list. )

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
VenueCIA COPIA - note new venue
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

Note the date change - this class will be held on 8/28/18 as of 4/11/218

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 28th, 2018
Time8:30 - 10:30
CategoryOwners and Managers needing insights
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

Top CRM and Point of Sale Solutions for Wineries

In this session we will examine critical technology that helps make the customer buying experience both memorable for them and profitable for your winery.  Be prepared to share your perspective on what works or doesn’t work for the solution(s) you are currently using.

DateOctober 16th, 2018
Time8:30 - 10:30
CategoryManagers and Sales Leaders
VenueBDCo Offices: 899 Adams Street, Ste H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

What’s Your Winery Worth?/Optimizing Your Winery Value

Participants will learn how to determine the value of their winery assets and examine estate issues. This course is applicable to brands that are transitioning to the next generation of ownership or planning for a sale 5-10 years down the line.

DateDecember 4th, 2018
Time8:30 - 10:30
CategoryOwners and GMs
VenueBDCo Offices: 899 Adams Street, Ste. H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners