Last-Minute Date Change!  There's Still Time to Sign Up for this Upcoming For-Credit Wine CPE Class, now July 10th!

Upcoming CPE Class from Allen Wine Group

What: Winery Financial Budget & Forecast

When: Thursday, July 10, 2025 | 8 AM - 12 PM PST

Where: AWG Santa Rosa Office or Online

Speaker: Timothy Allen, CPA, MS Taxation, & Managing Partner of AWG

Credits Earnable: 4 Hours of AICPA CPE

Please join Allen Wine Group for our next CPE class on Winery Financial Budget & Forecast.  This course will focus specifically on the following:

• Budgeting

• Forecasting

• Cash Flow, including seasonality

• Short-term vs. Long-term

• Software vs. Excel Spreadsheet

In this class covering all aspects of winery financial budget and forecasting, you will learn how to successfully anticipate future revenues, profitability, and cash need.  Participants are also eligible to earn 4 hours AICPA CPE credits in accordance with NASBA rules and regulations.

This series is developed and led by Timothy Allen, CPA, MS Taxation.  As the managing partner of 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 & operations, and sixteen years managing Allen Wine Group.

For more information, check out the event on Eventbrite, our website, or email samantha@allenwine.com.