Join us on July 11 for a Lunch Roundtable with experts from Moss Adams and Silicon Valley Bank for a Wine Industry Update and Tools for Success. During this in-person program we’ll discuss the following topics: The recent Silicon Valley Bank direct-to-consumer wine industry survey results The top three things to consider as you navigate state and local taxes that impact business profitability and tax liabilities How Barrel ERP for wine can create greater efficiencies in your winery operations July 11, 2023 - Agenda: 11 AM: Welcome and registration 11:30 AM–1 PM: Presentation 1 PM–1:30 PM: Networking Register Now Speakers Bill Vyenielo, Senior Wine, Beer & Spirits Business Consultant, Moss Adams Michael Parker, Partner in Charge, Moss Adams Benjamin Alderton, Senior Manager, Moss Adams Adam DeZego, CPA, Senior Manager, Moss Adams Rob McMillan, Executive Vice President & Wine Division Founder, Silicon Valley Bank Rob Walker, Central Coast Market Manager, Silicon

Already well-established as a trusted consultant to over 300 wineries, Moss Adams’ new software is designed to enable a winery to manage a variety of aspects a business has in a single solution. For years, comparable customized ERP (enterprise resource planning) solutions for breweries, agriculture and other industries have been streamlining how companies integrate data across functions, generate real-time insights and make more informed decisions. Now, Moss Adams’ customized Barrel ERP software allows wineries to replace separate accounting, production and warehouse systems with a single platform that also incorporates the spreadsheets that still reside in Excel. Because an assortment of functions are integrated into one solution, those who manage the operations at the winery can have visibility across the entire business, gaining real-time insights to make smarter, more timely decisions instead of always looking in the rearview mirror. Winery management can control each u