Previous Classes

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
SponsorNVV

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
SponsorNVV

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
SponsorNVV

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

Top CRM and Point of Sale Solutions for Wineries (To Be Rescheduled)

This class will be rescheduled and is no longer being offered on 10/16/18. 

In this session we will examine critical technology that helps make the customer buying experience both memorable for them and profitable for your winery.  Be prepared to share your perspective on what works or doesn’t work for the solution(s) you are currently using.

DateOctober 16th, 2018
Time8:30 - 10:30
CategoryManagers and Sales Leaders
VenueBDCo Offices: 899 Adams Street, Ste H
SpeakerCraig Underhill and Geni Whitehouse
SponsorNapa Valley Vintners