Previous Classes

Revitalizing Your Winery's Why: A Guide to Purpose-Driven Success

For an owner, an understanding of your winery's purpose is the foundation for all future decisions.  As we begin a new year, now is the time to review your purpose or your Why statement and to make sure everyone in your organization understands how it applies to your business. 

In this interactive session we will discuss questions like: 

  • How have your overall goals and mission changed in light of the last few years?
  • What shifts are needed to meet the evolving needs of consumers?
  • How do you bring your "WHY" to life in  your winery? 

We will review the concept of Why a business exists and compare that to the What and How statements and how they connect with an organization's Mission and Vision. 

This will be a live session, presented at our downtown Napa office at 1000 Main Street.  

Limited to 20 attendees. 

This is the first in a series of financial education courses that will be designed for people holding different roles in a winery.  

DateFebruary 13th, 2024
Time10:30 am
VenueBDCO onsite

Communicating Across Teams

Have you ever wondered why you just can't communicate with some people? Ever been frustrated by a lack of responsiveness to emails? Or wondered why different departments have conflict?  In this session you will learn about the science of communication and how it applies to interactions between employees, leaders, and even customers.  You will leave this session with a new understanding of how people communicate and tools to connect more easily with others. 

DateAugust 2nd, 2022
Time10:00 Am Pacific
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

For Bankers: Impact of Lease Accounting on Wineries

Designed especially for bankers, this session will discuss the impact of new lease accounting rules on winery financial statements in plain English. 

Recent changes to financial statement standards will impact ratios that may be tied to loan covenants for your winery clients and other borrowers.

Attend this session to understand the why, the what, and the how of these new rules  and where they will impact GAAP financial statements. 

DateJuly 13th, 2022
Time10:00 Am Pacific
CategoryFinancial Accounting
SpeakerCraig Underhill and BDCo team

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 - Postponed

Budgeting & Forecasting for Wineries

Having agreed on a vision and a strategy, it’s time to make the most of your winery data to develop a thoughtful budget that can drive actionable results. A core business responsibility that often doesn’t get the attention it deserves. Join Geni Whitehouse from Brotemarkle Davis & Company for this online session.

This webinar has been rescheduled - please visit the Napa Valley Vintners member website for future events. 


DateNovember 5th, 2020
Time10-11:30 am
CategoryOwners and Managers
VenueWebinar Online - rescheduled
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners