Previous Classes

Getting the Most out of Your Automated Solutions

Are you getting the most out of your winery software?  In this session we will look at the tools used by today's wineries and how they should all fit together to provide one cohesive view of your results.  

In this interactive guided discussion, participants will share their stories about what works and what doesn't across all areas of their business. 

 

 

DateJune 12th, 2018
Time8:30 - 10:30
CategoryManagers and Accountants
Venue899 Adams Street, Suite H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

How to Cost Your Wine (Note New Venue)

(This class is full as of 4/4/2018. Register with the NVV to be added to a 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.

DateMay 1st, 2018
Time8:30 - 10:30
VenueCIA COPIA - note new venue
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners

(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