Wine Business Seminar SERIOUS CONVERSATIONS.  ENGAGED PARTICIPATION.  MEANINGFUL CONNECTION. Not your average wine conference.  An engaging, interactive, full-day seminar addressing real-world industry challenges through candid discussion and structured networking, alongside traditional presentation from top industry leaders and veterans.  MAY 21, 2026  |  THE FLAMINGO, SANTA ROSA  |  7 CPE CREDITS  Real industry insight.  Real conversation.  Real connection.  The AWG Wine Business Seminar moves beyond passive panels and surface-level discussion.  Throughout the day, attendees will engage directly with speakers and peers through presentations, guided discussion, and networking. SALES & MARKETING  |  MERGERS & ACQUISITIONS GENERATIONAL SHIFTS IN DEMAND  |  SYSTEMS & IT GUIDED TASTING LED BY A MASTER OF WINE STRUCTURED NETWORKING  |  ROUNDTABLE HAPPY HOUR Meet

Carle, Mackie, Power & Ross LLP (“CMPR”), a leading U.S. law firm with a strong focus in the wine and spirits industry, is pleased to announce that it has entered into a strategic alliance with Légi Conseils Bourgogne (“Légi Conseils”), a premier French law firm recognized for its deep experience advising wine, spirits and luxury beverage clients in France and across Europe. The alliance became effective on January 1, 2026 and follows the recent opening of CMPR’s offices in Lake Oswego, Oregon and St. Helena, California. The collaboration establishes a coordinated cross-border platform to jointly market and provide legal services to clients and prospective clients in the wine and spirits sector throughout the United States and Europe. The alliance is designed to enhance the visibility, capabilities, and integrated service offerings of both firms within their respective jurisdictions, while delivering seamless, industry-specific legal supp

Demand decline improving with stabilization on the horizon Silicon Valley Bank (SVB), a division of First Citizens Bank, today released its 2026 State of the US Wine Industry Report. Widely regarded as the leading source of market trends in the premium wine sector, SVB’s 25th annual report provides an analysis of current market conditions, success strategies, and forecasts for the year ahead. The 2026 report estimates the following industry sales totals for 2025: Total volume of ~329 million cases (down from 335.9 million in 2024) Total value of ~$74.3 billion (down from $75.5 billion in 2024). The wine industry is moving through a multi-year demand correction, largely driven by value wines at the under $12 price point. Industry sales in 2025 declined 2.0% (by cases) and 1.6% (by dollars), yet both represent improvements compared to 2024. The industry ended the year with both profit margin compression and higher levels of inventory. The premium industry will likely experience its

Please join us on Thursday, January 15 for a live, virtual event to review findings and analysis from our 2026 State of the U.S. Wine Industry Report. Our panel of wine industry experts will present findings from the latest SVB State of the U.S. Wine Industry survey and discuss market sentiment, ongoing business challenges and share success stories. In this year’s session, we will: Examine the biggest impacts on U.S. wineries’ financial health. Analyze the ongoing shifts in consumer behavior. Investigate the relationship between wine supply and emerging threats. Explore the sales strategies currently used by leading brands. Our panel of wine industry innovators hosting this discussion include: Rob McMillan – EVP & Founder, Silicon Valley Bank Wine Division Janie Brooks Heuck – Managing Director, Brooks Wine Kristin Marchesi – Managing Director, Metis Mergers & Acquisitions Matt Owings – COO & CFO, Rombauer Vineyards Virtual Event Details

In this WIN Insiders special edition, George interviews Pat Delong, managing partner and founder of Azur Associates, a wine industry consultancy specializing in mergers and acquisitions and strategic advisory. Pat shares his 30-year wine business journey and how Azur evolved into a full-service firm combining consulting with M&A expertise. The conversation covers critical topics including wine industry real estate and brand valuations, preparation strategies for owners considering exits, market oversupply impacts, and the influx of new private investors with long-term horizons. Learn More: https://www.azur-associates.com/.

WINE INDUSTRY CPE PRESENTS: SEPTEMBER WINE BUSINESS CPE CLASS What: Wine Business: Finance & Administration When: Tuesday, September 16, 2025 | 8 AM - 1 PM PST Where: AWG Santa Rosa Office or Online Speaker: Timothy Allen, CPA, MS Taxation & Principal of AWG Wine Advisors Credits Earnable: 5 Hours of AICPA CPE We invite you to deepen and expand your knowledge of wine industry finance, accounting, and best practices by attending one of our educational courses. Explore our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures, and acquire the tools and knowledge necessary for success. This education series is designed for professionals at ALL LEVELS, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insig

Career transitions can be both intimidating and transformative. This session is designed to empower individuals across all roles and career stages to embrace professional change as an opportunity for reinvention and growth. Hear from industry leaders who have navigated impactful shifts in their careers, such as transitioning from family-run wineries to mergers and acquisitions, launching entrepreneurial ventures, and evolving from hands-on winemaking roles to strategic positions supporting the industry from a financial perspective. Panelists will share how they identified and applied transferable skills, leaned on mentorship and community support, and built the confidence to pursue new paths. The session will also address common challenges that accompany career changes—such as overcoming self-doubt and balancing personal and professional demands—while offering tangible strategies and insights that anyone in the wine industry can apply. This discussion is meant to engage an

With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s steeped in wine industry know-how, the Allen Wine Group (AWG) is the premiere CPA firm poised to take the global wine business to the next level. “We work in only one industry: wine,” confirms founder and managing partner Timothy Allen. “Most of our employees worked at a winery before coming to AWG, which gives us the rare experience of being on both sides of the desk. That unique understanding allows us to give our customers exactly what they need to succeed.” Allen Wine Group offers a comprehensive range of financial oversight services to wine industry businesses, specializing in: Fractional CFO and controller work Full-service accounting and bookkeeping Business advice & strategy Winery performance audits Winery compliance Income tax services Audit, review and compilation reports CPA-prepared financial statements Wine Industry CP