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2011 Wine Industry Financial Symposium®
20th Annual Event
Napa Valley Marriott, Napa, California
"FLEXIBILITY IN THE GLOBAL MARKETPLACE"
Monday, September 19, 2011
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.
Session I: 1:30 - 3:00 (Choose One)
1. QUALITIES OF A GREAT TASTING ROOM MANAGER
For many wineries, the tasting room and wine club are you biggest source of income, so in essence your tasting room manager is president of your largest distributor. This seminar will explore the many facets of making your tasting room more profitable by enhancing the role of your manager.
2. GRAPE REQUIREMENTS
What are we planting? Where are we short? Where are we long? What’s happening globally?
John Ciatti, Partner, The Ciatti Company
Andrew Jones, Central Coast/Washington State Field Representative, Sunridge Nurseries
Bill Pauli, General Partner, Yokaya Wine Company
3. HOW TO BUILD VALUE IN A WINE COMPANY
Business Planning: How to develop a roadmap and plan for increasing value and profitability; building strong brand equity; optimizing distribution channels; preparing the company for transition.
Session II: 3:30 p.m. - 5:00 p.m. (Choose One)
5. WINERY DEBT FINANCING BEST PRACTICES
Lenders from Banking, Legal and Accounting worlds will converge to discuss debt-financing in the wine industry and what changes have occurred and can be exprected as the economy continues to fluctuate. The panel will focus on actual case sutides for the prupose of exploring how diffrent debt and capital structures work in various environments.
Steve Jannicelli, CPA, Senior Manger, Burr Pilger Mayer , Moderator
Erik Lawrence, Esq., Associate, Dickenson, Peatman & Fogarty
Adam Beak, Sr. Vice President, Bank of the West
6. DIRECT TO CONSUMER METRICS- CLIFF NOTES FOR BUSY WINERY EXECUTIVES
A session for winery executives who need to know which DTC metrics really matter, how to identify red flags and what are the right questions to ask their team members.
Lesley Berglund, President, the Wise Academy
Leslie Russell, VP Direct Sales & Marketing, St. Supery
Steve Tamburelli, General Manager, Chappellet
Matt Wood, VP, DTC Marketing, Foley Family Wines
Geni Whitehouse, CPA, Brotemarkle Davis & Co. LLP
7. EQUITY AND DEBT MARKETS: CURRENT TRENDS & FUTURE OUTLOOK
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
Katherine Westfall, Sr. Vice President, Umpqua Bank
William Stevens, Wine Division Manager, Silicon Valley Bank
Robert Nicholson, President, International Wine Associates
Reception and Dinner, 6:00 p. m - 9:00 p.m.
Raymond Vineyards & Winery - Theater of Nature and Crystal Cellar, Zinfandel Lane, St. Helena
Tuesday, September 20, 2011
Registration: 8:00- 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®
Napa Valley Marriott ~ September 20, 2011
"FLEXIBILITY IN THE GLOBAL MARKETPLACE"
| 8:00 - 8:15
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COFFEE & REGISTRATION
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| 8:15 - 8:20
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WELCOME & INTRODUCTIONS
Kathryn Archer, President, Wine Industry Symposium Group
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| 8:20 – 8:40
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David Freed, Chairman, The Silverado Group
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| 8:40 - 9:20
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RESPONDING TO CHANGE IN THE UNKNOWN GLOBAL ENVIRONMENT
Robert Smiley, Professor Emeritus, Director of Wine Graduate School of Management, University of California, Davis
2011 Wine Industry Financial Symposium Survey
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| 9:20 - 10:00
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GLOBAL PERSPECTIVES ON THE WINE INDUSTRY
Jean-Charles Boisset, President, Boisset Family Estates
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10:00 - 10:15
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GET - ACQUAINTED BREAK
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| 10:15 – 11:40
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PORTFOLIO BUILDING THROUGH ACQUISITION - BUYERS’ AND FOUNDERS’ PERSPECTIVES
Jeff Menashe, CEO, Demeter Group
Stewart Resnick, Chairman, Roll Global, Owner, JUSTIN Vineyards and Winery
Justin Baldwin, Founder, JUSTIN Vineyards and Winery
Erle Martin, President & CEO, Crimson Wine Group, Ltd.
Pete Seghesio, Winegrower, Seghesio Family Vineyards
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11:40 – 12:15
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WHAT’S NEXT FOR THE WINE MARKET? READING THE TEA LEAVES OF RESEARCH
John Gillespie, President, Wine Market Council and Wine Opinions
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12:15 - 1:30
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NETWORKING LUNCHEON
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1:30 – 2:15
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BRANDS, PRICE ELASTICITY AND HOW COCA COLA WORKS WITH PRIVATE LABELS
Gregory Galvez, The Gálvez Group LLC, former VP and General manager, neXstepLLC (Coca-Cola)
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| 2:15 - 3:15
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WINE IN CHINA: FINANCIAL IMPLICATIONS FOR WORLD MARKETS AND CALIFORNIA PROSPECTS
Tom Selfridge, Winery Consultant, Hess Collection President emeritus
Dennis Barnett, President, L2S Wine Partners International
Daniel Sumner, PhD, Director of the University of California Agricultural Issues Center, Professor of Agricultural Economics, UC Davis
Walter Klenz, Director, Vincraft, Former President, Beringer Wine Estates
Eric Pope, Regional Director, Emerging Markets, Wine Institute
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| 3:15 - 4:00
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FORGET MARKETING- CHANGE THE GAME
Terry Wheatley, Chief Marketing Officer, Founder/Partner, Canopy Management
Jayson Woodbridge, Winemaker, Layer Cake, Hundred Acre, Cherry Pie
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| 4:00 – 5:00
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WINETASTING & RECEPTION
Hosted by Wine Industry Symposium Financial Sponsors
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