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Glenn Burdette Presents: 2020 Winery Business Seminar in Paso Robles

January 21, 2020 @ 8:30 am - 12:00 pm

Winery Biz Half-Day Seminar

 

January 21, 2020

 

8:30am-Noon

 

Free Admission

Take your business to the next level.

Let the Glenn Burdette Wine Team give you an inside look at what truly drives breakthrough success for wineries in today’s dynamic industry. You’ll learn some of the top factors that will drive the financial success of your winery in the months and years ahead and walk away with action steps to improve your position now.

SESSIONS

 

Crowd Favorite: Top 10 Tax Topics + Bonus Case Studies

Presented by Fred Bogart, CPA and Craig Filipponi, CPA

Glenn Burdette’s annual “Top 10” list is always a crowd favorite. This year, Fred Bogart is joined by Craig Filipponi to break down the top tax topics you should be aware of and to provide practical advice for the year ahead.

Adding to this year’s Top 10 are case studies to highlight how some of the tax issues can directly apply to your winery. You’ll walk away with real-world advise to help you avoid pitfalls and put your winery in a more favorable tax position.

CPA Perspective: The #1 Factor Driving Breakthrough Success (Hint: It’s Inventory)

Presented by Erin Nagle, CPA

Breakthrough success in the wine industry is simply not possible without a strong handle on inventory costing. In this session, Erin Nagle will show you how to capture the true costs of your inventory (it’s not what most wineries think), how to capture the right information for wine costing, and how all of this impacts your financial statements. It’s a big topic that wineries cannot afford to overlook.

Crushing Your Financial Statements: Getting Them Done on Time + What the Numbers Reveal

Presented by Tim Dossa, CPA

Financial statements tell the true story about the financial health of your winery. Are you listening? In this session, Tim Dossa will walk you through how to read a financial statement and identify key metrics you should be monitoring. You’ll also learn how to build a process for timely financial statements so you can act on numbers that reflect the true current state of your business.

Details

Venue

Winery Biz Half-Day Seminar

 

January 21, 2020

 

8:30am-Noon

 

Free Admission

Take your business to the next level.

Let the Glenn Burdette Wine Team give you an inside look at what truly drives breakthrough success for wineries in today’s dynamic industry. You’ll learn some of the top factors that will drive the financial success of your winery in the months and years ahead and walk away with action steps to improve your position now.

SESSIONS

 

Crowd Favorite: Top 10 Tax Topics + Bonus Case Studies

Presented by Fred Bogart, CPA and Craig Filipponi, CPA

Glenn Burdette’s annual “Top 10” list is always a crowd favorite. This year, Fred Bogart is joined by Craig Filipponi to break down the top tax topics you should be aware of and to provide practical advice for the year ahead.

Adding to this year’s Top 10 are case studies to highlight how some of the tax issues can directly apply to your winery. You’ll walk away with real-world advise to help you avoid pitfalls and put your winery in a more favorable tax position.

CPA Perspective: The #1 Factor Driving Breakthrough Success (Hint: It’s Inventory)

Presented by Erin Nagle, CPA

Breakthrough success in the wine industry is simply not possible without a strong handle on inventory costing. In this session, Erin Nagle will show you how to capture the true costs of your inventory (it’s not what most wineries think), how to capture the right information for wine costing, and how all of this impacts your financial statements. It’s a big topic that wineries cannot afford to overlook.

Crushing Your Financial Statements: Getting Them Done on Time + What the Numbers Reveal

Presented by Tim Dossa, CPA

Financial statements tell the true story about the financial health of your winery. Are you listening? In this session, Tim Dossa will walk you through how to read a financial statement and identify key metrics you should be monitoring. You’ll also learn how to build a process for timely financial statements so you can act on numbers that reflect the true current state of your business.