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Industry's Best Strategic and Financial Minds to Gather in Napa for WBM's Annual Wine Industry Financial Symposium

Full session line-up has been announced. Join hundreds of CEOs, CFOs, presidents and analysts as they discuss best practices, successful strategies and innovative new ideas.
by Press Release
September 11, 2018

 NAPA, CA, September 11, 2018-- The Wine Industry Financial Symposium, the premier event covering the financial, business and strategic issues of the wine industry set for Tuesday, September 25 and Wednesday, September 26, 2018 at the Napa Valley Marriott Hotel Conference Center in Napa, California, will draw more than 250 wine industry executives and leaders.

The two-day event features some of the wine industry’s most vibrant leaders, conferring on the latest trends, new practices and benchmarks, as well as strategies for the future.

Below is a preview of some of the topics and speakers. Registration is open at wineindustryfinancial.com.

OPENING DAY KEYNOTE: ASSESSING THE FIRE IMPACT ON NORTH COAST WINE ECONOMY
Lisa Poppen, vice president, marketing and communications, Visit Napa Valley
Claudia Vecchio, president & CEO, Sonoma County Tourism

KEYNOTE: THE DEUTSCH FAMILY WINE & SPIRITS APPROACH TO ACQUISITIONS
Tom Steffanci, president, Deutsch Family Wine & Spirits

CLOSING KEYNOTE: BUILDING A CUSTOMER AND CONSUMER OBSESSED ORGANIZATION
Robert Foye, president and COO, Treasury Wine Estates


WINE TO MARKET 2018
Bill Leigon, president, Jamieson Ranch Vineyards – Moderator
Ken Cassar, vice president, principal Analyst, Slice Intelligence
Jordan Kivelstadt, founder and winemaker, Kivelstadt Cellars; founder, Free Flow Wines
Judd Wallenbrock, president & CEO, C. Mondavi

CFOS TALKING SHOP: DEALING WITH MAJOR OPERATIONS AND MARKET CONCERNS
Ian Malone, director, Aspect Consumer Partners – Moderator
Robert Fowles, CFO, Opus One
Shannon McLaren, CFO, Huneeus Vintners
Matthew Owings, CFO, Rombauer Vineyards

MERGERS AND ACQUISITIONS: VOLUME OF DEALS ON THE RISE
Kevin O’Brien, senior vice president, Zepponi & Company – Moderator
Hugh Reimers, president, Foley Family Wines
Renato Reyes, chief strategy and growth officer, Deutsch Family Wine and Spirits
Peter Byck, president and CEO, WX Brands

PRIVATE LABEL 101: WHAT YOU NEED TO KNOW BEFORE STARTING A BRAND
Erin Kirschenmann, senior editor, Wine Business Monthly – Moderator
David Schuemann, owner, CF Napa
Steve Fredricks, president, Turrentine Brokerage
Chris Passarelli, partner, Dickenson Peatman & Fogarty

GRAPE AND BULK WINE SUPPLY UPDATE: WHAT IS HAPPENING AND WHERE COULD THE MARKET GO?
Steve Fredricks, president, Turrentine Brokerage
Mike Needham, broker partner, Turrentine Brokerage

TALES OF SUCCESSFUL SUCCESSION PLANNING
Russ Joy, vice president, California operations, Ste. Michelle Wine Estates – Moderator
Christine Wente, fifth generation winegrower, Wente Family Estates
Peter Johnson, Director, Westgate Center for Leadership and Management Development Institute for Family Business, Eberhardt School of Business, University of the Pacific
Peter Mondavi, Jr., co-proprietor, C. Mondavi Family
Cleo Pahlmeyer, president, Pahlmeyer

THE WINE INDUSTRY FINANCIAL SYMPOSIUM’S ANNUAL EXECUTIVE SURVEY
Ray Johnson, executive director, School of Wine Business Institute, Sonoma State University
Liz Thach, PhD, MW, distinguished professor of wine, Sonoma State University
Tim Persson, chairman, The Hess Collection Winery
Alex Ryan, president, Duckhorn Vineyards
Violet Grgich, president, Grgich Hills Estate Winery
Cindy DeVries, chief operating officer, Fetzer Vineyards

STRATEGIES, RISKS AND OPPORTUNITIES IN THE PRIVATE LABEL MARKET
Erin Kirschenmann, senior editor, Wine Business Monthly – Moderator
Oliver Colvin, chief operating officer, WX Brands
Phil Hurst, chief innovation officer, Precept Brands
Jim Kopp, director of national accounts, The Thornhill Companies
Mark Lansley, ceo & owner, Broadland Wineries
Curtis Mann, director of alcohol & beverage, Raley’s Family of Fine Stores

TAXES, TARIFFS AND TRADE WARS
Steve Burns, president, Wine Market Council – Moderator
Linsey Gallagher, VP international marketing, The Wine Institute of California
Charles Jefferson, VP international and federal public policy, The Wine Institute of California
Craig Pinkerton, director – customs & international trade practice, PriceWaterhouseCoopers
David Amadia, president, Ridge Vineyards

WINE INDUSTRY LIGHTNING ROUND
Esther Mobley, wine critic, San Francisco Chronicle – Moderator
Andy Beckstoffer, chairman and CEO, Beckstoffer Vineyards
Carmen Castaldi, president, Rodney Strong Wine Estates
Curtis Mann, director of alcohol and beverages, Raley’s Family of Fine Stores
Matt Stamp, MS, co-proprietor of Compline Wine Bar, Restaurant & Merchant
Joy Sterling, CEO, Iron Horse Vineyards
Mike Taylor, wine buyer, Nugget Markets


The Wine Industry Symposium Group is a subsidiary of Wine Business Monthly, and operates with the mission of providing a critical platform for important communication and dialogue between the multiple facets of the wine business and the lending community. For more information visit www.wineindustryfinancial.com.


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