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2008
WINE INDUSTRY FINANCIAL SYMPOSIUM
17th
Annual Event
“THE TIMES, THEY ARE A-CHANGIN”
Monday, September 22, 2008
Seminar
& Symposium Registration - 11:00 a.m.
Monday Networking Luncheon - 11:45 a.m. to 1:30 p.m.
Wine
Industry Financial Seminars - 1:30 p.m. to 5:00 p.m.
Reception
& Dinner - 6:30.p.m. to 9:30 p.m.-SOLD
OUT
Mumm Napa Valley
SOLD OUT
Tuesday, September 23, 2008
Registration - 7: 15 a.m. to 8:00 a.m.
Wine
Industry Financial Symposium - 8:00 a.m. to 4:00 p.m.
Presentation of the
2008 Wine Industry Financial Symposium Survey
In conjunction with
the Graduate School of Management, U.C. Davis
PLEASE DOWNLOAD
SURVEYS HERE.
VINEYARD
WINERY
DISTRIBUTOR
Financial Sponsors’ Wine Tasting & Reception- 4:00 P.M.
Napa
Valley Marriott,
Napa,
California
Wine Industry Financial Symposium
Monday Workshops – September 22, 2008
Session I: 1:30 - 3:00p.m. - Choose One
1.
WINERY TOURS AND YOUR BOTTOM LINE
Craig Root, President, Visitor Management
Resources, Moderator
Britney Blete, Tasting Room Manager,
Tolosa Winery
Bob Benziger, Partner, Benziger
Family Winery
2. ROCKY XVII or ‘RECESSION?? WHAT RECESSION?”
VINEYARD AND WINERY MARKETS BEAT THE RAP; IGNORE REAL
ESTATE SLUMP
Tony Correia, ARA, Correia-Xavier, Inc.
3. GRAPE CROP & BULK WINE UPDATE ROUND TABLE
Glen Proctor, Partner, Ciatti Company
LLC
Other Panelists to be
announced
4. PART A. SUCCESSION ISN’T WHAT HAPPENS
ONCE YOU ARE GONE: HOW TO
PREPARE YOUR BUSINESS FOR THE NEXT GENERATION AND REAP THE
RETURNS
FOR YOUR HARD WORK
Deborah Steinthal Partner, Scion Advisors, Moderator
Rob McMillan, Division Manager & Founder, Silicon
Valley Bank
Chris Indelicato, President & CEO, Delicato Family
Vineyards - 3rd Generation
Jeff Bundschu, General Manager - 6th
Generation
Carissa Chappellet, Esq.,
Managing Director of Legal Affairs and Corp. Governance,
Chappellet Vineyards
-
first to 2nd generation
transition
Session
II: 3:30 – 5:00 p.m. Choose One
5. EQUITY & DEBT MARKETS:
CURRENT TRENDS & FUTURE OUTLOOK
David I. Freed, Chairman, The UCC Group
Perry DeLuca, Vice President, KeyBanc Capital
Markets
John McHugh, Executive Director, Rabobank
International
Adam Beak, Sr. Vice President, Bank of the
West
6. PART B. SUCCESSION ISN’T WHAT HAPPENS ONCE
YOU ARE GONE:
HOW TO PREPARE YOURBUSINESS FOR THE NEXT
GENERATION AND REAP
THE RETURNS FOR YOUR HARD WORK
Deborah
Steinthal Partner, Scion Advisors, Moderator
Rob McMillan, Division Manager &
Founder, Silicon Valley Bank
Chris Indelicato, President & CEO,
Delicato Family Vineyards - 3rd Generation
Jeff Bundschu, General Manager - 6th
Generation
Carissa Chappellet, Esq.,
Managing Director of Legal Affairs and Corp. Governance,
Chappellet Vineyards
–
first to 2nd generation transition
7.
GOING GREEN? A LOOK AT DEVELOPMENT OF
GREENING AND ITS IMPLICATIONS
Craig A. Moyer,
Esquire, Chair, Land,
Environment & Energy Division,
Manatt, Phelps, Philips LLC
John
Garn, Partner, ViewCraft
Jill
Whitacre, Program Coordinator, Central Coast Vineyard Team
Jeff Dlott, President & CEO, SureHarvest
8. UDATES ON DIRECT TO
CONSUMER COMPLIANCE
Jeff Carroll,
Senior Production Manager, Ship Compliant, Six88 Solutions
R. Cobrin Houchins, Attorney at Law
Tom Wark, Executive Director, Specialty Wine Retailers
Association
PROGRAM SUBJECT OT CHANGE |
