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Previous Classes

Beyond the Bottom Line: Exploring Value Through Different Lenses

A winery's value can shift depending on the perspective—whether it's estate tax value, book value, or market value.

This session dives into the three bottom lines, intangible assets that add value, and the critical considerations in determining what a winery is truly worth.

Learn how to navigate these nuanced value discussions and balance profitability with long-term growth. Our expert panel of Napa winemakers will share their experiences and strategies for making informed decisions that align with both financial goals and vision for the future.

Turning Financial Insights into Team-Driven Results

In this session, tailored for winery owners and sales leaders, we'll bridge the gap between financial targets and actionable results. Through high-level insights from financial statements, we’ll explore key metrics that drive business performance. Using a dynamic dashboard tool, we’ll demonstrate how to answer critical questions with data, providing real-time analytics that inform decision-making. Finally, we’ll introduce a proven model for engaging teams to turn financial goals into increased revenues. Walk away with practical strategies to align your financial vision with team-driven actions that boost success in today’s competitive market.

Learning Objectives:

• Identify key financial goals and drivers.
• Understand the key metrics that impact winery performance.
• Learn how to utilize real-time analytics from a dashboard tool to make informed business decisions.
• Learn how to engage your teams in achieving desired results.

For an owner, an understanding of your winery's purpose is the foundation for all future decisions.  As we begin a new year, now is the time to review your purpose or your Why statement and to make sure everyone in your organization understands how it applies to your business. 

In this interactive session we will discuss questions like: 

• How have your overall goals and mission changed in light of the last few years?
• What shifts are needed to meet the evolving needs of consumers?
• How do you bring your "WHY" to life in  your winery? 

We will review the concept of Why a business exists and compare that to the What and How statements and how they connect with an organization's Mission and Vision. 

This will be a live session, presented at our downtown Napa office at 1000 Main Street.  

Limited to 20 attendees. 

This is the first in a series of financial education courses that will be designed for people holding different roles in a winery.  

Have you ever wondered why you just can't communicate with some people? Ever been frustrated by a lack of responsiveness to emails? Or wondered why different departments have conflict?  In this session you will learn about the science of communication and how it applies to interactions between employees, leaders, and even customers.  You will leave this session with a new understanding of how people communicate and tools to connect more easily with others. 

Designed especially for bankers, this session will discuss the impact of new lease accounting rules on winery financial statements in plain English. 

Recent changes to financial statement standards will impact ratios that may be tied to loan covenants for your winery clients and other borrowers.

Attend this session to understand the why, the what, and the how of these new rules  and where they will impact GAAP financial statements.