Previous Classes

Metrics, Measures and Key Performance Indicators (KPIs) Waitlist ONLY

As of 12/19 this class in now full - add your name to be added to our waiting list

NOTE Change of Location:  We will be holding this class at The Magnolia Room in St. Helena on 1299 Pine Street. 

In this session, you will learn about key winery metrics and how they impact behavior. You will apply both leading and lagging (after the fact) indicators as you work through winery case studies to create your own. 

DateJanuary 9th, 2018
Time8:30 - 10:30
CategoryDesigned for Managers and Owners
VenueNOTE Change: The Magnolia Room > 1299 Pine St, St Helena
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

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, 2017
TimeContact us to schedule a date and time
CategoryIndividual Coaching

Financial Fluency for Teams

Are you tired of missing your financial goals? It's time to teach your team some basic financial concepts. 

Sign up for customized group training with Geni Whitehouse and Craig Underhill. ($6,000 for a half-day training session.) Fee includes data gathering time, custom game development, and modeling tool for your use.)

Note: This page is for registration only. We will contact you to schedule a time and to accept payment. All coaching and training is subject to 100% satisfaction guarantee. If you are not satisfied for any reason, we will refund your full amount.

 

DateDecember 30th, 2017
TimeContact us to schedule a date and time
CategoryInteractive team activities

Replacement class: Top POS and CRM solutions (Waitlist Only)

This class is now full.  Please register for our waiting list. 

Whether you are selling wine direct to consumers, via restaurants or through distributors, you are dealing with customers.   How do you manage your customer and prospect lists, demographic data, customer preferences and other important information so you can create mutually rewarding connections?  How do you keep track of promised follow up, schedule appointments and store documents? And once you have a customer ready to buy online, how does your technology support them in selecting, shipping, and purchasing your wine?

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.

This class is limited to 20 attendees. 

(This class was rescheduled from October due to the fires.) 

DateDecember 12th, 2017
Time8:30 to 10:30 am
VenueBDCO conference room 899 Adams Street
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

Business Intelligence for Wineries

Thanks to modern technology, we have gotten very good at capturing data.  We know how many visitors arrive each day, what they buy, and which social media sites lead them to us. We know the margin per SKU and the cost of farming per acre.

But now we have a different problem. 

How do turn these volumes of data into actionable insights? 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. 

This class is limited to 20 attendees. 

DateNovember 28th, 2017
Time8:30 to 10:30 am
CategoryWinery Owners and Managers, Accountants
VenueBDCO offices - 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill (scheduled to appear)
SponsorNapa Valley Vintners