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Previous Classes

Aligning Sales and Accounting Through Smart Data

In the wine industry, success depends on more than just producing a great product.  It requires financial clarity and cross-functional alignment. Too often, sales and accounting teams operate with two different sets of numbers and little shared understanding. The result? Missed opportunities and misaligned priorities.

Join BDCo, Enolytics, and winery panelists for a dynamic session where we’ll explore how to bridge that gap. We’ll demonstrate how high-level financial insights can be translated into clear, actionable metrics for sales teams -- ensuring everyone is working toward the same business goals. Enolytics will showcase their powerful dashboard solution that brings transparency and real-time visibility into a winery’s e-commerce performance, enabling swift action and smarter decisions.

At BDCo, we believe in bringing numbers to life not just to track results, but to help create the life and business of your dreams. This webinar is your opportunity to see how meaningful, timely data can drive collaboration, boost profitability, and unify your team’s efforts from grapes to gross margin.

The Revenue Equation: Striking the Right Balance

What does growth mean to you? How do you grow revenues while maintaining the integrity of your brand?

In this session, we’ll analyze the delicate interplay between channel and pricing strategies and volume goals.

We’ll discuss the drivers of increased revenues and how you can create strategies to achieve them. 

Hear from our panel of Napa vintners about their strategies for balancing customer expectations with sustainable revenue growth.

In today’s challenging agricultural environment, managing costs effectively is more critical than ever. Declining revenue and rising expenses mean that every decision counts. To support our members in navigating these complexities, NVG, in partnership with Brotemarkle, Davis, & Co., has developed a Financial Farming Model designed to provide actionable insights and help growers make informed, data-driven decisions.

NVG members may register to attend this online class here.

Beyond the Bottom Line: Exploring Value Through Different Lenses

A winery's value can shift depending on the perspective—whether it's estate tax value, book value, or market value.

This session dives into the three bottom lines, intangible assets that add value, and the critical considerations in determining what a winery is truly worth.

Learn how to navigate these nuanced value discussions and balance profitability with long-term growth. Our expert panel of Napa winemakers will share their experiences and strategies for making informed decisions that align with both financial goals and vision for the future.

Turning Financial Insights into Team-Driven Results

In this session, tailored for winery owners and sales leaders, we'll bridge the gap between financial targets and actionable results. Through high-level insights from financial statements, we’ll explore key metrics that drive business performance. Using a dynamic dashboard tool, we’ll demonstrate how to answer critical questions with data, providing real-time analytics that inform decision-making. Finally, we’ll introduce a proven model for engaging teams to turn financial goals into increased revenues. Walk away with practical strategies to align your financial vision with team-driven actions that boost success in today’s competitive market.

Learning Objectives:

• Identify key financial goals and drivers.
• Understand the key metrics that impact winery performance.
• Learn how to utilize real-time analytics from a dashboard tool to make informed business decisions.
• Learn how to engage your teams in achieving desired results.