Space & Time
Napa Valley Marriott Hotel
September 14-15, 2009
Room Rates starting at $199/night
Mention "Wine Symposium" when booking or click here.
www.napavalleymarriott.com |
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Dinner Location
The Carriage House
Charles Krug Winery in St. Helena |
Dinner Speaker: Jeff Shaffer
Global Solutions Leader of
MasterCard Advisors Marketing Services GroupJeff
monitors and develops perspectives on consumer attitudes,
values, lifestyles, and financial behaviors to facilitate
strategic development of standard and customized solutions across
all phases of the customer relationship.
/REGISTER
WITH A CHECK |
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2009 - The 18th Annual
Wine Industry Financial Symposium
General Program
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Monday, September 14-15, 2009
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| Monday |
Seminar & Symposium Registration - 11:00 a.m.
Networking Luncheon - 11:45 a.m. to 1:30 p.m.
Wine Industry Financial Seminars - 1:30 p.m. to 5:00 p.m.
Reception & Dinner - 6:00.p.m. to 9:00 p.m. |
| Tuesday |
Registration - 7: 15 a.m. to 8:00 a.m.
Wine Industry Financial Symposium - 8:00 a.m. to 4:00 p.m.
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Workshops
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Monday, September 14, 2009
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Session I
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Select (1) One
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| 1:30 - 3:00 pm |
1. MONETIZING THE MILLENNIAL
Targeting the Next Generation of Wine Drinkers
and Driving Sales for Your Brand
Lloyd
Benedict, President, American Winery.com, Moderator
John McWeeny, COO, TurnHere
Greg Shove, Founder & CEO, Halogen Network |
| 1:30 - 3:00 pm |
2.
ROCKY
XVIII: DOWN,
BUT NOT OUT
How long
is the count for our markets -Wine
Prices Drive Grape Prices Which Drive Vineyard Prices?
Tony Correia, Founder, Correia-Xavier, Inc.
Glenn Proctor, Partner, Ciatti Company LLC |
| 1:30 - 3:00 pm |
3. SUCCESSFUL WINERIES – WHAT’S WORKING?
Wineries
and brands that are making headway in today’s business climate
discuss their stories and strategies
Allison Crowe, Winemaker, Plata Wine Partners,
Moderator
Carol Reber, VP Marketing, 585 Partners
Robin Baggett, Co-Owner, Alpha Omega Winery
Heather
Crawford, Director of Business Intelligence, Fosters' Wine
Estates
Brett Scallan, Vice President Marketing, Domestic Brands, Ste
Michelle Wine Estates |
| 1:30 - 3:00 pm |
4. DRIVING THE TOP LINE –
REVITALIZING YOUR ORGANIZATION IN A DOWN ECONOMY
Courtney Andrain, The Cypress Group
Joe Gabbert, EVP of Human Resources, McAfee
Peter Chouinard, President, Wente Vineyards
Diane Holst, former VP Human Resources, Constellation Brands
Hank Salvo, Partner, Scion Advisors |
Session II
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Select (1) One
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| 3:30 - 5:00 pm |
5.EQUITY & DEBT MARKETS: CURRENT TRENDS & FUTURE
OUTLOOK
Adjusting to the
“NEW/OLD” financial realities
David I. Freed, Chairman, The UCC Group
William Bishop, Managing Dir., BMO Capital
Peter Sitov, S.V.P. Commercial Banking Group
Union Bank
Hal Forcey, Senior Appraiser, American Ag App
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| 3:30 - 5:00 pm |
6. HOW TO GET YOUR TASTING ROOM AND WINE CLUB
THROUGH DIFFICULT TIMES
This seminar will explore the fact that for many
tasting rooms and wine clubs there is still "money being left on
the table." We will examine proven techniques to keep your sales
and wine club retention the same or even better than before the
recession hit.
Craig Root, President, Visitor Management
Resources
Suzanne Frontz, General Manager, Cinnabar Vineyards & Winery
Dave Johnson, Consumer Direct/ Visitor Center Manager, Hess
Collection
Barbara Insel, President, Stoneridge Research Group LLC |
| 3:30 - 5:00 pm |
7.
PICKING A FIGHT: HOW TO NAVIGATE (OR AVOID) WINE
INDUSTRY DISPUTES IN PRECARIOUS
TIMES
Matt Eisenberg, Attorney at Law
Hon. W. Scott Snowden (Retired
Superior Court Judge, currently JAMS arbitrator/mediator)
Ron Larson, Esq., Sr. Vice President, Trinchero Family Estates |
| 3:30 - 5:00 pm |
8. INSIGHTS FROM MOSS ADAMS/DEMETER GROUP WINE
INDUSTRY BENCHMARKING SURVEY
Moss Adams and Demeter Group present key
takeaways from 2009 benchmarking study
Steve Jannicelli, Sr. Business Consultant, Moss
Adams LLP
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| 6:00 PM |
RECEPTION & DINNER |
* Program is subject to change
Program
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Tuesday, September 15, 2009
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| 7:15 - 8:00 am |
Coffee & Registration
2009
Financial Survey |
| 8:00 - 8:10 am |
Welcome & Introductions by Kathy Archer, President |
| 8:10 - 8:30 am |
THOUGHTS ON THE WINE INDUSTRY
David Freed, Chairman, The UCC Group |
| 8:30 - 9:15 am |
A GLOBAL RECESSION AND THE ECONOMIC EFFECTS ON THE WINE INDUSTRY
Robert Smiley, Professor Emeritus, Director of Wine Studies,
Graduate School of Management, University of California, Davis |
| 9:15 - 10:00 am |
9:15 - 10:00 am
FAMILY, RELATIONSHIPS AND INNOVATION
Peter Mondavi, Jr., Proprietor,
Charles Krug
 No PowerPoint
Available |
| 10:00 - 10:15 am |
10:00 - 10:15 am
GET- ACQUAINTED BREAK |
| 10:15 - 11:15 am |
WHAT IS THE VALUE OF A WINERY BUSINESS TODAY?
Robert Nicholson, President, International Wine Associates,
Moderator
Daniel Stromberg, Partner, Ascentia Wine Estates
Pete Scott, CEO/President, The Vincraft Group
William Foley, Chairman, Foley Wine Group |
| 11:15 am - 12:00pm |
THE ECONOMY: WHEN THE BIG PICTURE
HITS THE WINE PICTURE
Kaumil S. Gajrawala, Executive Director and Senior Beverage
Analyst, UBS Investment Bank
Danny Brager, VP Client Services, The Nielsen Company |
| 12:00 - 1:15 pm |
NETWORKING LUNCH |
| 1:15 - 2:00 pm |
TRACKING THE TRENDS OF THE TRADE
John Gillespie, Founder, Wine Opinions
Christian Miller, Research Director, Wine Opinions / Proprietor,
Full Glass Research |
| 2:00 - 2:45 pm |
THE CONSUMER MARKETPLACE AND CRITICAL SUPPLY-SIDE INSIGHTS IN
THIS TIME OF RAPID CHANGE
Steve Fredricks, Managing Partner, Turrentine Brokerage
Mike Jaeger, President, Wilson Daniels |
| 2:45 - 3:00 pm |
NETWORKING BREAK |
| 3:00 - 4:00
4:00 - 5:00 pm |
TRENDS IN THE WINE DISTRIBUTION
SYSTEM; HOW DO I GET TIME AND ATTENTION AS THE WORLD AROUND ME
CONSOLIDATES?
Bruce Herman, Sr. VP, Sales , Fosters Wine Estates Americas
Ted Jansen, President, Inertia Beverage Group
Dan Leese, President & Partner, 585 Wine Partners
Chris Underwood, CEO, Young's Market Company
Bill Cascio, VP Director of Winery Relations, Glazers Family of
Companies
WINE
TASTING & RECEPTION
Hosted by Wine Industry Symposium
Financial Sponsors |
Updated
Tuesday, December 29, 2009
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Speakers & Presentations
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Sponsors
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