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

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

An owner's guide to working with accounting staff

Accountants speak a unique language that is not often understood by the people who depend on them for information. 

In this class, designed for owners and managers who rely on the numbers in their business, we will demystify standard accounting terminology and how it is uniquely applied in the wine industry.  We will share tools for working with accounting staff and reviewing financial reporting. 

Winery leaders will leave this class with tools that allow them to delegate core accounting tasks without abdicating responsibility for the financial results of their business. 

 

DateNovember 12th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

How much does it cost to make this wine? Waitlist ONLY

This class is now full as of 9/7/19 register now to be added to our 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.

We will share new tools and ideas for accumulating the data that drives your costs per bottle. 

 

Note:  this topic typically "sells" out.

DateSeptember 17th, 2019
Time8:30 -10:30
CategoryOwners and Managers
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill
SponsorNVV

Stay Well and Be Informed

Current Updates are Available Via Our Website

We have written articles explaining legislative activity related to income and employment tax (as information changes hourly, we are adding dates to this content.) 

We have a central location for tools and news related to coping with the impact of Covid-19 here

Our Promise to You

We are here to offer you help and support, especially now, during this time of global uncertainty.

Contact Us

Email individual team members directly or if you call us at the office please call 707-963-4466, extension 210 to put all messages in a central place.

Stay well,
The BDCo Team

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