On-Demand
Strategies from a CFO Perspective 2024-25
CPE: 1
Overview
The wine industry is facing serious market challenges due to rising material costs and shortages. This course will explore these issues from a CFO's perspective, looking at the current market trends and how they are impacting wineries' bottom line. It will also discuss potential strategies to help wineries navigate through this difficult period of financial uncertainty.
Product Code
1000002278
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs and financial advisors working with the wine industry and CFOs at these companies
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Preparing for the Next 3-5+ Years
- Supply Chain Disruption
- Refinancing
- Insurance
- M&A
- Labor and H2A Programs
- Great Resignation
Faculty
Tim Allen
Keith Bauman
Keith joined The Wine Group (“TWG”), the world’s 2nd largest winery by volume, in 2011 and is now its Chief Legal Officer, Corporate Secretary and a member of its Executive Leadership Team. In that capacity, Keith helps lead the business and has primary responsibility for all legal matters. He also oversees TWG’s Environmental, Health, Safety and Security Department and Compliance Department, and previously led TWG’s Human Resources Department...
More about Keith BaumanShannon B McLaren
Shannon McLaren is the Chief Financial Officer of Frog’s Leap Winery. Known for terroir-driven wines made from organically grown grapes farmed without irrigation, Frog’s Leap is located in Rutherford, California in the heart of Napa Valley. Shannon’s experience in wine, prior to joining Frog’s Leap, includes CFO positions with Huneeus Vintners and Crimson Wine Group and Wente Family Estates, where she was Corporate Controller. Prior to that, s...
More about Shannon B McLarenSara Votaw Leventhal