Exkalibur University, Organizer & Host
This is the 8th Annual Wine Industry Workshop organized by Exkalibur University, the education affiliate of The Exkalibur Organization, with the support of our Wine Industry Sponsors.
1. The Latest Tax & Accounting Changes for Wineries & Growers
Tax experts from Moss Adams will provide an update on what’s been learned since the Tax Cuts and Jobs Act (TCJA) became effective on January 1, 2018, and share how wineries can plan for Revenue Recognition changes & Lease Accounting impacts.
Jennifer Rabanal, CPA, Partner, Moss Adams LLP
Jennifer has been in public accounting since 1991 and specializes in working with members of the wine industry.
Jeff Shilling, Managing Director, Moss Adams LLP
Jeff leads the Tangible Asset Incentive Services practice at Moss Adams LLP.
Aaron Tompkins, CPA, Senior Manager, Moss Adams LLP
Aaron has practiced public accounting since 2002, working with mid-sized public and closely held businesses in tax planning and compliance matters.
Rae Paulson, CPA, Senior Manager, Moss Adams LLP
Rae has been in public accounting since 2005. She provides assurance services for clients in a variety of industries, predominantly wine, food processing, and natural resources.
2. What’s Mother Nature Got to do with It?
In the wake of the tragic fires that struck in wine country last year, along with earthquake and other unexpected challenges from Mother Nature in recent years, it’s an ideal time to share what’s been learned, what gaps have appeared in insurance coverage and what wineries are doing to be prepared for Mother Nature’s next tantrum.
Liz Bishop, Managing SVP, Heffernan Insurance Brokers
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.
Tony LeBlanc, General Manager, Silver Oak & Twomey Cellars
After 32 years in the wine business, Tony LeBlanc still gets excited each year when harvest rolls around. “It’s the time of year you come face-to-face with Mother Nature,” says Tony. “The rest of the year, the environment is fairly controlled, but at harvest, you’re at her mercy.”
3. What is My Digital Marketing Strategy?
What are the keys to developing Strategies, Tactics and Actions Plans for a successful Digital Marketing Strategy?
Mark Evans, President, Triumph Advisers
Mark Evans has been passionate about the premium Wine Industry ever since he first worked as a laborer for small, local vineyards and wineries in his late teens.
Stephanie Peachey, Vice President of DTC & Brand Strategy, Kosta Browne Winery
Stephanie Peachey has been successfully creating and executing marketing strategies for 15+ years – at both regional and global levels.
Peter Andres, Founder & Principal, Wine Works.
Peter Andres has 20 years of web site development experience primarily focused on design and UX development. Specializing in wine ecommerce, Peter co-founded Vin65 (now WineDirect) and is owner of Wine Works, a full-service website design and development firm, which has managed hundreds of winery website projects on various ecommerce platforms. These include WineDirect, Commerce7, eCellar, Nexternal, and WordPress.
4. How Can I Accelerate Sales in the DTC Channel?
With 9,600 wineries and over 150,000 different wines available, selling your wine is increasingly difficult.
We will tap the knowledge and expertise of proven industry veterans to offer some innovative steps and describe some of the opportunities available in various channels to sell more wine.
Violet Grgich, President, Grgich Hills Estate
Violet’s passion for wine began early spending summers at the winery doing everything from laboratory analysis to working in the tasting room.
Stephanie Wycoff, Estate Director, Seghesio Family Vineyards
Stephanie Wycoff has spent over a decade leading DTC sales, marketing and operations for 3,000 to 130,000 case wineries including: Anaba, Quivira, La Follette, Gary Farrell, and Seghesio.
5. Should I Use Outsourcing to Save Money & Strengthen My Business … Or Not?
Outsourcing has grown as a powerful tool across many industries and for every functional area.
We’ll ask our panel to discuss the pros and cons of outsourcing, in the sales process as well as in the vineyards.
- What are the advantages? Disadvantages?
- What are the costs and how do they compare to hiring your own team for that function?
- Can I expect the same level of service and success as with my own employees?
6. Is the Recruiting & Hiring Model Broken?
Based on real-world client experiences, our panel will shed light on a multitude of mistakes being made by many organizations in their recruiting and hiring processes and what can be done to “fix” those shortcomings. They will discuss many of the innovative strategies and techniques to improve your success with attracting and retaining management and senior management level talent.
David Newlin, Founder & CEO, Newlin Associates
David Newlin brings 30 years of executive recruiting and management consulting experience to this panel. In 2002, David founded Newlin Associates, a retained, senior-level executive search firm focused on recruiting assignments in the wine industry for CEOs, Presidents, GMs and their direct report in all functional disciplines.
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.