Exkalibur University, Organizer & Host

Following our 6th Annual Wine Industry Workshop in December, we were asked to host a Wine Finance Seminar to focus on some of the new and unique financial challenges facing the Wine Industry. This event is organized by Exkalibur University, the education affiliate of The Exkalibur Organization, with the support of our Wine Industry Sponsors.

Lary Kirchenbauer is the founder of The Exkalibur Organization, which includes its affiliates:

  • Exkalibur University, the current website that hosts Exkalibur’s online and in-person educational platform,
  • Exkalibur.com, a web site dedicated to informing subscribers and visitors about the journey to Become a More Effective Leader, and
  • The Exkalibur Leadership Forum, which provides individual and group leadership coaching.

Lary is also a professional author and speaker as well as a leadership coach facilitating leadership groups among CEOs and senior business leaders in the SF Bay area. He is an Adjunct Professor at the University of San Francisco and the author of more than 125+ newspaper columns published by the SF Bay affiliate of the NY Times among the 1000+ articles at Exkalibur.com.

He has been married forever to a beautiful woman and has one spectacular daughter who has dedicated her life to helping children with disabilities and life-threatening illnesses. You can learn more about his background and activities here.

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1. The Wide-Ranging Impact of the Tax Reform Act of 2017

The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, and became effective on January 1, 2018, including the Craft Beverage Modernization and Tax Reform (CBMTR) provisions.

Our tax experts will cover significant income tax law changes impacting individuals and identify potential tax-saving opportunities for winery and vineyard owners that were created or expanded under the new legislation.They’ll also highlight federal excise credits and other aspects of tax reform that apply to a broader cross-section of individuals and businesses, including those involved in farming activities.

Aaron Tomkins, CPA, Senior Manager, Moss Adams LLP

Aaron has practiced public accounting since 2002, and works closely with wineries and institutionally-backed businesses to proactively plan for tax reform compliance as well as advise clients on a wide range of tax strategies matters. Aaron has substantial experience in the wine, food & beverage, consumer products, and construction industries.

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Anya Lopez, CPA, Senior Manager, Moss Adams LLP

Anya is a tax senior manager with Moss Adams LLP who has practiced public accounting since 2004. She provides tax compliance and consulting services for business entities and individuals in the wine, agribusiness, and food and beverage industries. She has experience preparing tax returns for pass through entities and individuals as well as corporations.

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2. The Top 6.5 Risk Management Strategies Essential for Wine Industry Success

In the wake of the tragic fires that struck in wine country last year, along with earthquake and other unexpected challenges from Mother Nature, it’s an ideal time to make sure you’ve got all your bases covered.

  • How is “Business Income” calculated so I know my risk coverages are adequate when a claim is filed?
  • What should be included in a Disaster Planning memo to make we don’t leave anything out?
  • How do we balance a beautiful property with attractive foliage without creating a fire hazard?

Get the answers to these and the other 3.5 Critical Risk Management strategies for 2018!

Liz Bishop, Managing SVP, Heffernan Insurance Brokers

Liz Bishop has been in the insurance industry for over 25 years, and has since focused on helping those in the wine, agribusiness, food, hospitality, nonprofit, construction and manufacturing industries.

Liz leads the Heffernan Wine Practice in Petaluma, which currents helps over 100 wineries with their insurance needs. The Wine team’s long term commitment to community and strong relationships with insurance company partners has made them a perfect choice for wineries and growers. Liz received the 2012 North Bay Business Journal’s Women in Business Award for Insurance.

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Debra Costa, Senior Vice President Heffernan Insurance Brokers

Debra Costa is a Senior Vice President of Heffernan Insurance Brokers and leads their Wine Practice. Debra has over 25 years of commercial insurance experience and specializes in insuring wineries and food manufacturing operations.

Debra provides risk assessments for CFO’s and their management teams to reduce claims and coverage gaps (and over-insurance). Her knowledge of the insurance marketplace and relationships with specialty insurers helps clients to develop coverage unique to their risk and manage costs by staying ahead of the insurance cycles.

Debra graduated with a BA from Cal State University of Northridge (CSUN). She is an Associate member of the Wine Institute and former Advisory Board Member for Junior Achievement of the Redwood Empire. Debra resides in Marin County and enjoys family, friends, and good wine.

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3. Key Performance Indicators (KPIs) Used by the Most Successful Wineries

There are countless ratios, benchmarks and covenants that companies may choose to monitor, measure and drive superior performance.

This panel will address some of the Key Performance Indicators (KPIs) used by the most successful wineries to achieve success in the wine industry.

Steve Tamburelli, CEO, Clos du Val

Steve Tamburelli has earned a reputation for helping to write exciting new chapters in the stories of some of the valley’s most iconic wineries. Since being named the president and CEO of Clos Du Val in 2014, Steve has guided a renaissance at the winery, including a pivotal decision to begin making almost all of Clos Du Val’s wines exclusively using estate-grown grapes beginning with the 2014 vintage.

A Napa Valley native, Steve Tamburelli has spent his entire life working in and around the wine industry, developing a passion for wine and a comprehensive knowledge of sales and marketing. After earning an MBA from the University of Santa Clara, Steve joined his family’s wine distribution business. In 1991, he purchased the business from his family, and over the next eight years, increased sales by 50 percent.

Since 1998 when Steve sold his family business, he has worked in senior executive positions in the wine industry, as the COO for Stag’s Leap Wine Cellars as well as the General Manager for Chappellet, where he helped to elevate the reputation of the venerable winery into its current status as one of Napa Valley’s greatest family-owned wineries.

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Phil Borgmeyer, CFO, Goosecross Cellars

Phil is the CFO at Goosecross Cellars, a growing boutique winery in Yountville owned by the Colorado Coors family where strategic decisions can have a significant impact. A primary tool used at the winery is a Five-Year Cash Flow model which includes all revenue, production and operating expenses by sales channel.

Previously, Phil was the CFO and participated in quadrupling the case production at Frank Family Vineyards in Calistoga, where he spent 13 years in several executive roles. Before working with John Cochennette of Rombauer Vineyards, Phil started his winery career as the Accounting Manager for three years with Kendall Jackson Enterprises in Santa Rosa.

Phil grew up in Missouri and after doing three years in the U.S. Army graduated from Missouri State University with a Bachelor of Science in Accounting & Computer Programming.

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Marshall Graves, Vice President, Wine Industry Specialist, Bank of Marin

Marshall Graves is a Senior Commercial Banking Officer at Bank of Marin, specializing in the wine industry. In this role, he helps wineries and winery owners understand market trends and industry-specific metrics, and works closely with them to build symbiotic relationships that lead to the best financial solutions for each client’s unique needs.

After spending a decade working in Washington D.C. as a Commercial Banker, Marshall and his wife Irene moved to California so he could pursue a career in the wine industry. He has built an extensive network of wineries and grape growers in Napa, Sonoma, Oregon, and Washington, and is now primarily focused on the wine industry in the North Coast region of California.

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Nicole Cummings, PHR, Human Resources Director, Cakebread Cellars

Nicole is responsible for leading the activities of the HR department. She served as the first HR Manager for the winery from 2001-2006 and rejoined the winery in June, 2014 as the head of Human Resources. Nicole oversees recruitment, selection, talent management, development and implementation of various employee and leadership training, compensation, benefits, employment compliance, safety, and performance management.

Prior to joining Cakebread Cellars, Nicole worked for Securities America from 2007-2014 as the Director of Human Resources and Training. Nicole graduated from California State University, Chico with a B.S. in Business Administration with an emphasis in Human Resources, and obtained her Executive MBA from the University of Nebraska, Omaha. She holds the Professional in Human Resources certification, was a recipient of the 40 under 40 award from the Midlands Business Journal in 2012, and is an active member of the Society of Human Resource Management, Forbes HR Leadership Council, Wines, Vines, and HR, and is the Napa County representative for the Napa Valley Vintners on the citizens advisory committee for the Napa Valley Transportation Authority. Nicole resides in Napa with her husband and two children.

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Lisa Meyer, HR Director, Pernod Ricard Winemakers

Lisa has overall responsibility for managing the full spectrum of HR operations for Mumm Napa & Kenwood Vineyards for Pernod Ricard. She is responsible for developing the PRW USA HR strategy and establishing a strong HR team & foundation, including managing the design & implementation of all local HR policies, procedures, programs and best practices, driving initiatives that are in line with the global PRW HR strategy, company’s strategic priorities and business needs.

Lisa Meyer is a director-level certified HR Professional with complimentary operations/business acumen; experienced in start up and growth modes; contributing to an organization’s success through high valuation of its greatest asset: Human Capital. Lisa obtained her B.A. in Human Development from Pacific Oaks College, her MBA from Dominican University with the focus on Strategic Leadership, and she received her HR certification from the HR Certification Institute.

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Cameron M. Carlson, Principal, Carlson Hammond

Cameron (“Cam”) M. Carlson is a principal in CARLSON HAMMOND, a consulting and financial services practice specializing in the development of business succession and exit strategies for owners of privately held businesses. For over 40 years, Cam has advised business owners from a variety of industries, integrating experience in estate planning, retirement planning, and executive retention programs.

In addition, Cam’s experience includes over 30 years of advising companies on the design and implementation of qualified retirement plans – including eight years as a principal in the Firm of Aaron & Carlson, a pension consulting and administration firm. Cam is a principal with the M Financial Group – an international organization providing insurance products and services to affluent individuals and businesses.

He received his B.A. in economics from the University of San Francisco and his J.D. from Golden Gate University Law School. He also holds professional designations as a Certified Financial Planner, a Trust and Estates Practitioner and a Chartered Life Underwriter. He is a member of the California Bar. He currently serves as a member of the Advisory Committee of Golden Gate University School of Law.

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Contact the Exkalibur Team

Please don’t hesitate to reach out to the Exkalibur Team if you need assistance for any reason.

You can reach our Business Manager, Deborah Harlow at Deborah@Exkalibur.com; 888–351–8880, x 3. I promise she will respond promptly to your inquiry.

You may also reach me directly at Lary@Exkalibur.com or 888–351–8880, x1.

I hope you’ll join us for this unique, practical and action-packed workshop.

Please let us know if we can be helpful to you in any way.

All the best,