Previous Classes

The Science of Measurement - how to drive consistent results in your winery

KPI's. They are all the rage. "KPI" is short hand for "key performance indicator" and refers to financial and non-financial measures that are at the forefront of the movement to create actionable insights. 

In this session, you will learn how to create and use key winery metrics to drive the results you want. 

You will apply both leading and lagging* (after the fact) indicators as you work through winery case studies to create your own. 


* by "lagging" we aren't talking about Junior after a day of over-beveraging with a customer. 


DateMay 14th, 2019
Time8:30 -10:30
CategoryOwners and Managers
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill

Technology Update - Top Tools and Apps for the Wine Industry

Designed for owners, managers and leaders who depend on financial and operational data for decision making purposes, this class will showcase new ways to gather timely, relevant information from your systems. 

Technology has advanced at a rapid pace, making it possible for wineries to reduce or eliminate the number of disconnected spreadsheets needed to gain full insights into the wine business. 

We will provide an overview of  tools that support: 

  • Data exchanges between your point of sale systems and your accounting application
  • The creation of automated budgets
  • Operational and managerial insights in the form of dashboards

Leave the session with new ways to make better decisions, faster. 


DateApril 18th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams Street, St. Helena

My Accounting Software is Too Tight! What to do when it no longer fits your business.

NOTE: Date has been changed to 3/26/19 

Many Napa Valley wineries rely on QuickBooks (Desktop or Online) to manage their businesses.  While these solutions are adequate for managing core financial functions, what happens when your operations expand, your team goes remote, or your sales and management applications get more complicated?  

In this class, we will help winery leaders evaluate their business and accounting needs to determine if they are getting the information needed to run their business. 

We will talk about options for core accounting, applications that extend the capabilities of your current solution, and options for higher end applications that lead to managerial insights.  

DateMarch 26th, 2019
Time8:30 -10:30
CategoryRescheduled to 3/26
VenueBDCO Office, 899 Adams Street, St. Helena
SpeakerGeni Whitehouse and Craig Underhill

If I made a profit, where's my cash?

In this interactive session, we will walk through the challenges of driving both cash and profits in a successful winery and provide tools for determining where to focus.


DateFebruary 6th, 2019
Time8:30 -10:30
VenueBDCO Office, 899 Adams St, St. Helena
SpeakerGeni Whitehouse and Craig Underhill

What’s Your Winery Worth?/Optimizing Your Winery Value

Participants will learn how to determine the value of their winery assets and examine estate issues. This course is applicable to brands that are transitioning to the next generation of ownership or planning for a sale 5-10 years down the line.

DateDecember 4th, 2018
Time8:30 - 10:30
CategoryOwners and GMs
VenueBDCo Offices: 899 Adams Street, Ste. H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners