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2012 Wine Industry Financial Symposium®
21st Annual Event
Napa Valley Marriott, Napa, California
“THINKING POSITIVE - A BRIGHT NEW DAY FOR THE WINE INDUSTRY"
Monday, September 24, 2012
Seminar & Symposium Registration: 11:00 a.m.
Monday Networking Lunch: 11:45 a.m. - 1:30 p.m.
Wine Industry Financial Seminars: 1:30 p.m. - 5:00 p.m.
Reception and Dinner, 6:00 p.m. - 9:00 p.m.
Paraduxx Winery, 7257 Silverado Trail, Napa, CA 94574
Dinner Speaker: Jon Bonné, Wine Editor, San Francisco Chronicle
Tuesday, September 25, 2012
Registration: 7:45 - 8:15 a.m.
Wine Industry Financial Symposium: 8:15 a. m. - 4:00 p. m.
Financial Sponsors’ Wine Tasting & Reception: 4:00 p.m.
Wine Industry Financial Symposium®
Monday Workshops – September 24, 2012
Session I: 1:30 p.m. - 3:00 p.m. - Choose One
1. THE TWELVE ELEMENTS OF A SUCCESSFUL TASTING ROOM
What separates the good tasting rooms from the great and very profitable ones? This panel will explore twelve important components of successful tasting room operations, including but not limited to wine club operation, staffing, budget control, and much, much more.
- Craig Root, President, Visitor Management Resources, Moderator
- Catherine Banister, Visitor Center Manager, The Hess Collection
- Tina Maloney, Sr. Consumer Relations Manager, Stag's Leap Wine Cellars
Baking the cake. Recipe for the perfect transaction; with Valuation, Legal, Appraisal and Lending Garnish
- Robert Nicholson, President, International Wine Associates, Moderator
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Tony Correia, President, The Correia Company
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Adam Beak, Sr. VP, Bank ofthe West
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Robert Quail, Esq., Clement, Fitzpartick & Kenworthy
Who delivers the results you want in an increasingly competitive global market?
Recently, Sonoma State University’s Wine Business Institute hosted the first ever global summit on wine business education. Representatives from 13 nations met to discuss the wine markets in their countries, their industry trends, and the skills necessary to be successful in the global world of wine business. This session presents the conclusions from the summit as well as data from focus groups composed of California winery owners and executives.
- Ray Johnson, Director, Wine Business Institute, Sonoma State University
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Anisya Fritz, Proprietor, Lynmar Estate
Dan Kosta, Founder, Kosta Browne
Joel Miller, Chief People Officer, Kendall Jackson Wine Estates
Session II: 3:30 p.m. - 5:00 p.m. - Choose One
Update on the current state of debt and equity markets serving the wine industry and the future prognosis on cost and availability of capital. Come prepared to join the “discussion”!
- David Freed, Chairman, The Silverado Group, Moderator
- Perry DeLuca, Wine Industry Group Leader, Wells Fargo Bank
- Rachelle Schlesinger, Principal, Prudential
- Vernon Crowder, Sr. Vice President, Rabobank
A presentation on the general industry trends and comparative financial information for wineries and growers: Updates on tax issues, Accounting/GAAP issues, best practices for CFOs, accounting and tax considerations during the purchase and sale process, and succession planning
- Rick Boland, Sr. Business Consultant, Moss Adams LLP
David Pardes, Tax Director, PriceWaterhouseCoopers
Jay Silverstein, Principal, Moss Adams LLP
Don Hoard, Senior Manager, Moss Adams LLP
6. IMPROVING PRODUCTIVITY WHILE CONTROLLING COSTS- USING TECHNOLOGY TO SCALE YOUR BUSINESS
A close relationship between finance and IT is critical to growing a business in today's repaidly changing marketplace. Learn how to leverage some of the best tools available that provide the Finance management tream with the information necessary to make critical business decisions, effectively manage trade promotions, and protect the company from today's security threats. This session will focus on business processes that can be implemented immediately, IT tools available in the marketplpace that your organization can leverage, and tips on purchasing IT goods and services in an effective manner.
“THINKING POSITIVE - A BRIGHT NEW DAY FOR THE WINE INDUSTRY"
Tuesday, September 25, 2012
| 7:45 - 8:15 am
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COFFEE & REGISTRATION
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| 8:15 - 8:20 am
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WELCOME & INTRODUCTIONS
Kathryn Archer, President, Wine Industry Symposium Group
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| 8:20 - 8:30 am
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WINE INDUSTRY OVERVIEW
David Freed, Chairman, The Silverado Group
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| 8:30 - 9:15 am
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OPINIONS FROM WINE INDUSTRY LEADERS ON THE NEXT DECADE
Robert Smiley, Dean and Professor Emeritus, Director of Wine Graduate School of Management, University of California, Davis
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| 9:15 - 10:00 am
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CAPITALIZING ON GROWTH- BUILDING BRANDS THAT PEOPLE LOVE
Jay Wright, Chief Operating Officer, Constellation Brands
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| 10:00 - 10:30 am
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GET - ACQUAINTED BREAK
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| 10:30 - 11:45 am
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CHANGING CONSUMER TRENDS, THE CHANGING RETAIL MARKET, AND HOW IT IMPACTS THE DISTRIBUTION SYSTEM
John Gillespie, President, Wine Market Council and CEO, Wine Opinions, Moderator
Robert Trone, Owner, Total Wine& More
Danny Brager, VP Client Services, The Nielsen Company
Bill Cascio, VP, Director of Winery Relations, Glazers
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| 11:45 - 2:30 pm
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WINNER –TAKE-ALL ASPECTS OF THE WINE MARKET
Robert H. Frank, H. J. Louis Professor of Management and Professor of Economics
Johnson Graduate School of Management, Cornell Universit
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| 12:30 - 1:45 pm
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NETWORKING LUNCHEON
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| 1:45 - 2:45 pm
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SIZING UP THE SUPPLY SHORTAGE: WHERE DID IT COME FROM? WHERE IS IT GOING?
STRATEGIES TO STAY AHEAD OF THE CYCLE
Steve Fredricks, President, Turrentine Wine Brokerage
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| 2:45 - 4:00 pm
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THE RELATIVE STABILITY OF CAPITAL STRUCTURES IN THE WINE INDUSTRY
Justin Faggioli, Director, Donnell Ranch
Matthew Franklin, Principal, Zepponi & Company
Kaumil Gajrawala,Managing Director, UBS Investment Bank
John Mackie, Managing Partner, Carle, Mackie, Power & Ross, Moderator
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| 4:00 - 5:00 pm
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WINE TASTING & RECEPTION
Hosted by the Wine Industry Financial Symposium Sponsors
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