Exkalibur University, Organizer & Host
This is the 6th Annual Wine Industry Workshop organized by Exkalibur University, the education affiliate of The Exkalibur Organization, with the support of our Wine Industry Sponsors.
1. 2017 Wine Industry Financial Benchmarking Survey
Moss Adams will share the results of its 2017 Wine Industry Financial Benchmarking Survey™, which it conducted with support from Heffernan Insurance Brokers, Turrentine Brokerage and American AgCredit.
Jeff Gutsch, Partner
National Practice Leader, Wine Industry; Moss Adams, LLP
Jeff has practiced public accounting since 1990, and he has an additional three years of private industry experience. He is the firm’s national Wine Industry Practice leader and a member of the firm’s food processing & agriculture steering committee. Jeff serves as tax and engagement partner for many of our wine industry clients.
Bill Vyenielo, MBA, Senior Business Consultant
Bill has been working with clients in the wine industry for more than 25 years, and has been solving operational challenges for vineyard and winery clients since 2006. He works with owners and managers to successfully develop and manage their winery operations and build their brands, providing guidance in strategic planning, sales and marketing, and winery and vineyard production and development.
Liz Bishop, Managing SVP, Heffernan Insurance Brokers
Joe Souza, District Manager in California, KPA
Joe Souza is a District Manager in California for KPA, a leading enterprise risk management organization.
3. The Achilles Heels of Hiring in the Wine Industry
Newlin Associates’ David Newlin, a leading wine industry senior executive recruiter, will provide an overview of a game-changing approach to assessing new-hire candidates aimed at significantly improving the likelihood that you’re only considering the right candidates for each job.
David Newlin, Founder & CEO, Newlin Associates
4. Trends in Winery, Brand, and Vineyard Acquisitions
In this discussion, Sean Maher, a Partner and Co-founder of Aspect Consumer Partners will offer his insights about the Trends in Winery, Brand & Vineyard Acquisitions.
Sean Maher, Partner & Co-founder, Aspect Consumer Partners
5. Best Practices for Direct-to-Consumer Success
This panel discussion will share the latest social media strategies to build traffic and customers for your wine business. We will also discuss practical strategies being used by successful tasting rooms and wineries to create, manage and grow the Direct to Consumer sales channel.
Chloe Tyer, Membership Manager, Huneeus Vintners
Don Davis, Director of Sales and Marketing – MacRostie Winery and Vineyards
Tim Bouchet, Director of Hospitality and Retail Sales, Pride Mountain Vineyards
6. The Impact of Distributor Consolidation
The consolidation in the distributor channel is just one of the important trends affecting wineries of all sizes.
In this panel discussion, we will hear from winery leaders as well as distributors to get a broad perspective on the impact of these changes.
Christopher Pappe, Founder & CEO, CRP Trade Solutions
Christopher is currently founder and CEO of CRP Wine Trade Solutions based in Napa California. CRP Wine Trade Solutions is a full service agency crafting marketing and sales strategies for the wine industry.
Mark Evans, GM, Robert Young Estates
Mark began his trek into the wine industry developing an advertising campaign for the Wineries of Washington, while studying advertising at the University of Washington.
He then joined Southern Wine & Spirits, to be the On-Premise Wine Sales Manager for the region. Later, Mark went to work for the Robert Mondavi Winery managing Southern California and then all the on-premise national accounts from the Mississippi West. After the sale of Robert Mondavi to Constellation Wines, Mark helped Constellation set up a new hotel division, where he stayed until mid 2005.
In June of 2005, Mark created the Trellis Wine Group to help guide & grow the family-owned winery and artisan spirit producer to successfully work with and be featured on these dynamic national multi-unit on-premise national wine & spirits lists.