Previous Classes

(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

Making sense of winery financial statements

In this interactive class, designed for owners and general managers, we will cover the key elements of winery financial statements, identify the opportunities for improving financial results, and help owners connect team actions to financial outcomes.

Owners will leave with a new appreciation of financial information and how to evaluate their wine business results.

Attendees will work on individual and group activities, including case studies.

DateFebruary 27th, 2018
Time8:30 -10:30
CategoryDesigned for Managers and Owners
VenueBDCo Offices: 899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

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 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