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Certificates



Winery Accounting and Finance for Executives


Augment your understanding of winery specific accounting and finance issues. Designed for winery principals, executives and accounting staff, this course covers winery financial reporting, winery accounting, inventory costing, business valuation and taxation. Learn to read winery financial statements and discover how statements reveal a winery's financial condition. Gain valuable insight into lenders' perspectives on winery businesses. Discover a methodology for determining the complete cost of individual bottles of wine. Understand some of the unique nuances of the wine industry from an income tax perspective. Become familiar with tools and techniques for valuing a wine business. Space is limited. Early enrollment is encouraged.

Instructor(s):

Robert Morris, CPA, is a senior assurance and advisory service manager with Frank, Rimerman + Co. LLP, and heads up their wine industry research and consulting practice. He has 13 years of auditing and consulting experience at KPMG and hands-on experience as finance director with a well-known California winery. He brings a unique skill set of solid accounting experience, demonstrated leadership and management and creative analysis.

When:

July 18: Fri., 8:30 a.m.-4:30 p.m.

Where:

Wine Business Center, 899 Adams St, St Helena, CA

Directions:

Map

Fee:

$225.00 includes box lunch and course material.

Section:

141VIT217

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