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.

Refunds and Cancellations

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.

Instructors

all our instructors have direct work experience working at wineries in the roles of controller, CFO and president.

Other guest speakers

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

Course Schedule