Previous Classes

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, 2020
TimeContact us to schedule a date and time
CategoryIndividual Coaching

Advanced Excel for Wineries

For many wineries working with Microsoft Excel is a daily business necessity. Learn how to make the most out of this common platform and increase your level of sophisticated data analysis.

DateDecember 8th, 2020
Time10-11:30 am
CategoryAnyone working in a winery
VenueWebinar Online
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Budgeting and Forecasting for Wineries - Postponed

Budgeting & Forecasting for Wineries

Having agreed on a vision and a strategy, it’s time to make the most of your winery data to develop a thoughtful budget that can drive actionable results. A core business responsibility that often doesn’t get the attention it deserves. Join Geni Whitehouse from Brotemarkle Davis & Company for this online session.

This webinar has been rescheduled - please visit the Napa Valley Vintners member website for future events. 

 

DateNovember 5th, 2020
Time10-11:30 am
CategoryOwners and Managers
VenueWebinar Online - rescheduled
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Budgeting and Forecasting for Wineries

Rescheduled - stay tuned for online training options. 

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

Before the budget – how to get your team in alignment

Rescheduled - stay tuned for online classes coming soon

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