The wine industry is terribly specialized in terms of accounting and finance, and yet there’s no standard information available to winery finance professionals. Allen Wine Group is proud to offer two new professional certificate courses – winery controller, and winery CFO – both two-day conferences. The purpose of these conferences is to educate and prepare winery finance professionals with the tools they need to succeed in their role. You’ll learn from seven different AWG instructors, all of whom have worked at wineries and succeed in their roles as: DTC manager, controller, CFO and president. We’ll discuss best practices, IT solutions, accounting vs. planning, and all other winery accounting & finance related topics. You’ll learn value-add processes and procedures to immediately benefit your winery employer, and how to make yourself ready for your next promotion.
Who should attend: winery accounting managers looking to be promoted, newly promoted winery controllers, wine CPA firm professionals, wine bankers, wine attorneys. This conference is focused on GAAP accounting and historical transactions: how to account for things that have happened.
Who should attend: winery controllers looking to be promoted, newly promoted winery CFOs, wine CPA firm professionals, wine bankers, wine attorneys. This conference is focused on forward-looking finance and the future: how to plan for things that will happen.
Requests for refunds must be received by email at tim@allengroupllp.com no later than one day prior to the conference. No refunds will be granted the day of the conference. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 707.528.3860.
Allen Group LLP has submitted an application with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors, but that accreditation has not yet been awarded. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
all our instructors have direct work experience working at wineries in the roles of controller, CFO and president.
vineyard manager, winemaker, national sales & marketing manager, DTC manager, wine attorney, wine M&A professional, wine audit & tax CPA firm professional, wine banker (to be named)
Timothy Allen, CPA, MST
managing partner, Allen Wine Group
Allen Wine Group, 2009 – present
Kuleto Estate, president & CFO 2008 – 2009
Rosenblum Cellars, CFO 2004 – 2008
Robert Mondavi, operations director for Arrowood 2002 – 2004
Sonoma-Cutrer Vineyards, CFO 1997 – 2002
Kendall-Jackson, controller for La Crema 1996 – 1997
Deloitte & Touche, audit & tax, wine clients 1992 – 1996
Brent Garrison, CPA
partner, Allen Wine Group
Allen Wine Group, 2021 – present
Hamel Family Wines, controller 2018 – 2021
Allen Wine Group LLP, senior manager 2015 – 2018
Vintage Wine Estates, Finance Manager 2012 – 2014
Moss Adams LLP, Business Assurance Senior Accountant 2007 – 2011
Scott Stone, CPA and MBA SSU WBI
partner, Allen Wine Group
Allen Wine Group, 2019 – present
Schug Estate Winery, general manager, 2009 – 2019
Kuleto Estate Winery, controller 2008 – 2009
Clos Du Val Winery, controller 2005 – 2008
Treasury Wine Estates, accountant 2003 – 2005
David Flanary, CPA
director, Allen Wine Group
Allen Wine Group, 2021 – present
Markham Vineyards, President/General Manager/Controller 1992-2020
Deloitte, Assurance Senior Manager 1985-1992
Chipman and Renfrow Accountancy Corporation, 1982-1985
Justin Nuzum, CPA
senior manager, Allen Wine Group
Allen Wine Group, 2016 – present
Sequoia Grove Vineyards, wine club manager 2009 – 2016
Sebastiani Vineyards, tasting room manager 2004 – 2009
Alexandra TE Cohn, CPA and MS Hospitality Management
accounting manager, Allen Wine Group
Allen Wine Group, 2020 – present
Jeff Cohn Cellars, CFO & owner 1999 – present
Ernst & Young, Senior Audit Accountant 1997-1999
