This education series is designed for professionals at all levels, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provides valuable knowledge tailored to your needs.

Covering every aspect of the wine business, including production, sales and marketing, finance, and administration, the series offers a comprehensive understanding of winery operations.

Participants are eligible to earn 8 AICPA CPE credits in accordance with NASBA rules and regulations.

The series is developed and led by Timothy Allen, CPA, MST. As the managing partner of Allen Wine Group, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance and operations, and fourteen years leading Allen Wine Group.

This specific course on Winery Financial Budget & Forecast, the third in the three-part series, will focus on the following:

• Budgeting
• Forecasting
• Cash flow, including seasonality
• Short-term v. Long-term
• Software v. XL Spreadsheet

This course prepares you to successfully anticipate future revenues, profitability and cash need. Every winery CFO and controller needs to know and communicate the future of their winery economics.

Participants may attend in person at our Santa Rosa office or attend online.

Thursday, June 26 · 8am - 3:30pm PDT

Register Here