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WIN Webinar: CFO Power Hour! Beating the Insurance Crisis; A Case Study with Peter Michael Winery

Event Type: Webinar

Location: Webinar

Date: 6/16/2022

WIN Webinar: CFO Power Hour! Beating the Insurance Crisis; A Case Study with Peter Michael Winery
Presented by: Heffernan Insurance Brokers Understand what moves the needle for insurance companies and concrete actions you can take to reduce your winery’s wildfire risk, increase wildfire resilience, and manage your overall risk. Stuart Bockman, GM of Peter Michael Winery in Calistoga, will share their new wildfire mitigation protocols and how that has enabled them to procure Insurance amidst an insurance crisis. Join us June 16 at 11am for this free webinar. Register Now Speakers:  Stuart Bockman, GM Peter Michael Winery Liz Bishop, Heffernan Wine Practice Leader / EVP, Heffernan Insurance Brokers  Debra Costa, Wine Practice Leader / SVP, Heffernan Insurance Brokers  Adam Iveson, President, Ember Defense
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Catching Up with WineDirect
What's New with the Wine Industry’s Leading DTC Solution? WineDirect has announced that they are building the All-New WineDirect platform. But what does this really mean? WineDirect is currently the only complete end-to-end solution serving the wine industry, providing wineries of all shapes and sizes everything they need to develop and manage a successful direct-to-consumer (DTC) program. This includes wine clubs, point-of-sale, ecommerce, and best-in-class fulfillment capabilities. The All New WineDirect interface  “As stated in our 2021 Direct-to-Consumer Impact Report, the past few years have proven the growing importance of DTC channels to wineries. The industry has experienced exponential growth even in the face of rapidly changing and challenging market conditions,” says Andrea Smalling, Chief Marketing Officer at WineDirect. “We’ve worked tirelessly to ensure that wineries have the all the tools needed to drive sales in this new environme
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Q&A: Wineshipping Chief Executive Eric Lewis
Wineshipping LLC acquired Pack n’ Ship Direct, 24Seven Enterprises & Vin-Go a little over a year ago, creating the nation’s largest direct-to-consumer logistics provider with 2.6 million square feet of temperature-controlled warehouse space throughout the country. The company, which shipped close to 100 million bottles of wine last year, employs roughly 1300 people.  Chief Executive Eric Lewis joined Wineshipping just prior to the acquisition after working in direct-to-consumer fulfillment and technology for a decade. He was the first employee in fulfillment for Amazon in California, establishing a presence in Southern California before joining Google. More recently, he was SVP of Operations for Casper, which sells mattresses DTC. He worked in manufacturing with Black and Decker and Ford so has experience with engineering and automation as well.  In an interview with Wine Business Monthly, Lewis discussed how the company handled the COVID-19 crisis, managing g
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Join Moss Adams and Bank of Marin as wine industry financial professionals discuss the issues and opportunities impacting the market. We’ll take questions from the audience and cover topics including: The current status and implications of Small Business Administration (SBA) Paycheck Protection Program (PPP) loans 2020 fires impact on the market Smoke taint-related tax credits and federal, state, and local tax considerations Free webinar: February 11, 2021 11:00 AM PST - 1 hour Register Here Speakers Marshall Graves, SVP, Sonoma County & Central Coast Commercial Banking Regional Manager, Bank of Marin Marshall is focused on growing the Bank’s customer base by building lasting banking relationships with local commercial and wine-related businesses. Leading an experienced lending team, he directs business development activities and oversees loan structuring and underwriting. Prior to this role, Marshall was a Senior Commercial Banking Manager and Wine Industry
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The inaugural report highlights unprecedented shifts in wine ecommerce and fulfillment over the past year, and elaborates on WineDirect’s roadmap for the future of its platform and services. October 21, 2020, Napa, CA – A report released today by WineDirect underscores their clients’ dramatic shift to online sales channels this year, with increased revenue and order volume. With the critically important holiday sales season underway for wineries, the report powerfully highlights the incredible opportunities of ecommerce for an industry facing unprecedented challenges.   Despite the impacts Covid-19 has had on the wine industry since March 2020 — from operating at highly limited capacity to indefinite closures — WineDirect clients have seen higher revenue and substantially more orders than last year. Wineries partnering with the company for ecommerce sold $1.7 billion worth of wine direct-to-consumer (DTC) between October 1, 2019 to September 30, 20
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Afternoon Brief, September 11
The Lawrence Family and CEO Carlton McCoy Jr. Announce the Acquisition of Napa Valley's Burgess Cellars: The Lawrence Family, owners of Napa Valley's iconic Heitz Cellar and CEO and Master Sommelier Carlton McCoy, Jr. have acquired celebrated producer Burgess Cellars on Howell Mountain... The post Afternoon Brief, September 11 appeared first on Wine Industry Advisor. Url:https://wineindustryadvisor.com/2020/09/11/afternoon-brief-september-11?utm_source=rss&utm_medium=rss&utm_campaign=afternoon-brief-september-11 Published Date:Fri, 11 Sep 2020 22:14:35 +0000 
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Legendary Central Coast Vintner, Sam Balakian, Passes Away at Age 78
PASO ROBLES, CA, (Sept. 4, 2020) – Sam Balakian, president and winemaster of SVP Winery in Paso Robles, passed away on August 31, 2020. With a winemaking career spanning more than 50 years, Balakian was respected as one of the most experienced winemakers in California and trusted for his steadfast commitment to producing quality bulk […] The post Legendary Central Coast Vintner, Sam Balakian, Passes Away at Age 78 appeared first on Wine Industry Advisor. Url:https://wineindustryadvisor.com/2020/09/04/sam-balakian-passes-away-78?utm_source=rss&utm_medium=rss&utm_campaign=sam-balakian-passes-away-78 Published Date:Fri, 04 Sep 2020 18:06:27 +0000 
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