Wine CPE Series Part 3. Winery Budget & Forecast

We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success.

· 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 5 AICPA CPE credits in accordance with NASBA rules and regulations.

This series is developed and led by Timothy Allen, CPA, MS in Taxation. As the principal of AWG Wine Advisors (formerly 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 sixteen years managing AWG Wine Advisors.

All classes are taught in person at AWG offices at: 120 Stony Point Road, Suite 230, Santa Rosa, CA.

All classes are also available online via Zoom.

This class, part 3 in the series, will cover budgeting, forecasting, cash flow, short-term vs. long-term, software vs. Excel spreadsheet, and hands-on examples and templates to take home.