Previous Classes

Top CRM and Point of Sale Solutions for Wineries (To Be Rescheduled)

This class will be rescheduled and is no longer being offered on 10/16/18. 

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

Business Intelligence for Wineries (This class is now full)

Note the date change - this class will be held on 8/28/18 

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

Getting the Most out of Your Automated Solutions

Are you getting the most out of your winery software?  In this session we will look at the tools used by today's wineries and how they should all fit together to provide one cohesive view of your results.  

In this interactive guided discussion, participants will share their stories about what works and what doesn't across all areas of their business. 

 

 

DateJune 12th, 2018
Time8:30 - 10:30
CategoryManagers and Accountants
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

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

(Waiting List) Sharing Financial Information with Non-Financial People

This class is now full. Registrations after 3/7 will be added to our waiting list for future classes. 

Learn to connect the numbers with the people who need them in this 2 hour class. 

Designed for financial people working with wineries, this class includes: 

  • Communication techniques for different DISC behavioral styles
  • Financial statement analogies you can use
  • Visual tools that help break down barriers
  • Ideas about financial statement layouts for the wine industry
DateMarch 20th, 2018
Time8:30 - 10:30
CategoryDesigned for Winery Accountants
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners