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

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

Online webinar with the NVV

NOTE: Please register through the NVV member website for this free online Webinar hosted by the NapaValleyVinters. 

Responding to Change in a Shifting Landscape

In this one hour webinar, Geni Whitehouse will share updates on recent tax and business changes and how they apply to wineries.  

She will offer tools and techniques you can use to formulate different financial scenarios as we address the changes happening in our community, our industry, and our world.  It is more important than ever that you have timely access to critical financial and operational results. 

 

DateMarch 26th, 2020
Time9:30 a m -10:30am
CategoryWinery Leaders
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

Improving the Flow of Information in Wineries

Question: How many spreadsheets does it take to run a winery? 

Answer: Way too many!

It’s time we have the information we need at our fingertips. In this interactive class,  we will talk about the tools available to get insights from your various systems in a timely and meaningful way.  We will compare notes on current systems, discuss what works and what doesn’t and share updates on the latest technology that is available to better support your winery and its people.   

 

DateFebruary 25th, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

EXCITING NEWS!  BDCo has moved to NAPA. 

After spending more than 30 great years as a resident of St. Helena, BDCo began a search in 2019 for a new office location in Napa that would better suit its needs. The goal was to improve the life/work balance for members of the team without inconveniencing our customers. Our newly completed Napa home meets our requirements perfectly and we can't wait to welcome you for a visit once we are all able to move about freely. 

For now, our office remains closed to visitors and much of our staff will continue to work remotely at their discretion and in accordance with current safety regulations. 

Our new address is :

Brotemarkle, Davis & Co. LLP
1000 Main Street, Suite 250
Napa, CA 94559 

✕ Close