This session will provide expert analysis and forecasts to help you understand the economic landscape, trends, and challenges impacting the wine sector. Gain strategic insights that will empower you to make informed decisions and navigate successfully within this dynamic market. 

This session explores how to effectively integrate sustainability practices into your wine business while staying attuned to the evolving ESG and sustainability regulatory landscape. It draws from the presenter’s experience as Vice President of Sustainability for one of California’s largest family owned wine companies, where he oversaw the development of a comprehensive business sustainability program that generated nearly $30 million in cost savings through the direct implementation of sustainability initiatives.  

Our executive panel will address critical topics including distribution and shipping complexities, rising costs, interest rate dynamics, and effective Financial Planning & Analysis (FP&A) strategies. Gain firsthand insights from industry leaders as they share experiences, solutions, and best practices to optimize business performance and drive success in the dynamic world of wine. 

All attendees are automatically assigned the standard lunch. If you would like to inform us of any dietary restrictions (vegan, vegetarian, gluten-free, dairy-free, kosher), you may indicate that by clicking "Edit" next to your name during the registration process and using the drop-down menu to note any special requests. We will do our best to accommodate your selection. Please keep in mind that any special requests must be made no later than October 18, 2023. To retroactively indicate your preferences after registering, please contact Customer Success at calcpa@calcpa.org.

Explore emerging tech trends and advancements, offering a glimpse into the future of winemaking, distribution, consumer engagement, and beyond in this session. Gain insights that will equip you to harness the potential of technology and position your business for success in the evolving landscape of the wine industry. 

This session will examine critical areas including inventory costing strategies, various methods of accounting, year-end auditing considerations, essential terminology, GAAP fixed assets treatment, and a comprehensive guide to understanding California grape crush reports. Enhance your financial expertise within the wine industry, ensuring accurate reporting, compliance, and effective decision-making. 

Our panel of speakers will provide expert insights into decoding custom crush contracts, demystifying insurance policies, and ensuring a clear understanding of coverage. Gain the tools to confidently navigate legal agreements and insurance policies, ensuring you know what you are, and aren't, covered for in the wine industry.

Continuation of previous session.

A detailed analysis of crucial tax topics, including the cash vs. accrual dilemma, the 25-million-dollar exception, navigating the complexities of 263A regulations, and insights into the application of LIFO will be covered in this session. Equip yourself with a nuanced understanding of tax inventory methods to optimize compliance and tax-saving strategies within the wine industry. 

This session will provide a comprehensive overview of minority and majority interest valuations, covering four distinct methods. Learn how to effectively review valuation reports and identify key areas to challenge during the review process, empowering you to make informed decisions and enhance your proficiency in assessing valuation matters within the wine industry.