Previous Classes

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

Before the budget – how to get your team in alignment

Rescheduled - stay tuned for online classes coming soon

In this class, we will talk about organizational alignment and how to get everyone moving in the same direction.  Starting from shared values and beliefs, we will talk about how to capture and share stories that validate your winery's true core values.  We'll talk about team engagement, information sharing, and how to empower people to make the right decisions.  (And show how all of this is required before you start creating that budget.) 

 

DateJune 25th, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

Secrets to Improved Communication – Understanding Different Styles

In this class, you will learn about the science of communication and how it applies to every interaction in your winery from sales, to marketing content, to team communications.  You will learn about your own natural communication style and how to modify it for greater success when talking with others. 

 

DateMay 19th, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse , Craig Underhill
SponsorNapa Valley Vintners

How to work with your Accountant

In this session you will learn how to work effectively with the various accounting professionals involved in  your business.  Whether internal or external, accountants have a great impact on your business results - from generating transactions to reporting to compliance and cash flow management the daily decisions they make help to drive your bottom line.  We'll cover what to expect from different professionals and why they require information from you.  

DateApril 23rd, 2020
Time8:30 - 10:30 am
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners

Online webinar with the NVV

NOTE: Please register through the NVV member website for this free online Webinar hosted by the NapaValleyVinters. 

Responding to Change in a Shifting Landscape

In this one hour webinar, Geni Whitehouse will share updates on recent tax and business changes and how they apply to wineries.  

She will offer tools and techniques you can use to formulate different financial scenarios as we address the changes happening in our community, our industry, and our world.  It is more important than ever that you have timely access to critical financial and operational results. 

 

DateMarch 26th, 2020
Time9:30 a m -10:30am
CategoryWinery Leaders
VenueBDCo , 899 Adams Street, 2nd Floor
SpeakerGeni Whitehouse
SponsorNapa Valley Vintners