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To have continued success in this thriving industry, CPAs, CFOs and controllers must stay current on business issues and best practices. Join us as industry leaders uncork recent developments and real-world examples to help you get—and stay—ahead of your competition.
Conference Speakers » See Who's Speaking
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100—Great for nonmembers and firms.
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Basic understanding of tax and accounting. An understanding of the wine industry is helpful.
CPAs, CFOs, controllers, attorneys, management accountants, consultants and other professionals who do business in the wine industry.
Welcome with David P. Dillwood, CPA Conference Co-Chair | Burkel & Millar, LLP and Danielle E. Sandoval, CPA, CGMA | Zainer Rinehart Clarke, CPAs
Karissa L. Kruse | Sonoma County Winegrowers
GAAP for the Wine Industry
Jennifer M. Scherrman, CPA | Dillwood Burkel & Millar, LLP ; Rae Ann Paulson | Moss Adams
Room A: Wine Industry Tax Credits
Robert A. Houston, CPA | BPM LLP
Room B: Using QuickBooks in the Wine Industry
Jeanette Tan, Advanced Certified QuickBooks ProAdvisor | QB Winery Solutions
Room A: International Discussion
Room B: Payroll Solutions and Services
Lunch and Speaker, Jean Charles Boisset (Live attendees only)
Room A:Vineyard Technology Improvements
Room B: Management Reporting and Financial Benchmarks
Timothy Allen, CPA | Allen Wine Group LLP
Labor Law Update
Dawn M. Ross | Carle, Mackie, Power & Ross LLP
Michelle M. Ausburn, CPA | Michelle M. Ausburn, CPA ; David G. Pardes | PwC
CalCPA | CalCPA Education Foundation offers a few ways to register. You may:
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded. Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_tracker
Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
If you have accessibility needs, please contact Customer Service at firstname.lastname@example.org or (800) 922-5272.
Timothy Allen, founder and managing partner of Allen Wine Group LLP, earned a bachelor’s degree in economics from U.C. Santa Barbara, a master’s degree in taxation from Golden Gate University, and holds an active California CPA license. Allen began his career in 1992 at the Big Four CPA firm of Deloitte & Touche, where he developed a specialization in the wine industry while working in the audit and tax departments for five years. Building on this specialization, he began working directly for wineries beginning in 1997 as controller for La Crema (Kendall-Jackson). He later held positions as CFO for Sonoma-Cutrer, operations and finance director for Arrowood (Robert Mondavi), and CFO for Rosenblum Cellars. From there, he went on to be president and CFO for Kuleto Estate, and in 2009 he founded Allen Wine Group.
Michelle Ausburn is a partner in the assurance services practice group of BPM. Her area of expertise is GAAP-compliant financial accounting and reporting. She serves middle-market, privately-held, family owner-managed, and institutionally owned businesses and publicly held companies mostly within the California wine industry. She has experience working with companies in the start-up phase through ownership transition, including IPO. In addition to providing traditional audit and review services, she offers guidance in the areas of business combinations, consolidations, lease accounting, inventory valuation, revenue recognition, and evaluation of internal control. She also has over 15 years of experience in the area of audits of employee benefit plans and serves over 20 employee benefit plan clients. Ausburn holds a bachelor’s degree in economics and business administration from Saint Mary’s College of California. Her professional affiliations include service as a member of the AICPA and CalCPA and board member of the North Bay Leadership Council Awards. In 2014 she was named to North Bay Business Journal’s Top Women in Business, and in 2010 she received North Bay Business Journal’s Forty Under 40 award. Ausburn is a fifth-generation Californian. She was born and raised in the agricultural community of the Central Coast where her great grandparents were cattle ranchers.
David Dillwood has been in public accounting since 1983, specializing in taxation. He started his career in San Jose during the technology boom of the early 1980s before moving to Santa Rosa. He is a frequent speaker at professional and industry events in the areas of tax planning and accounting. He has written articles for the Journal of Taxation and The Tax Advisor, and is an expert witness in accounting and taxation matters in Napa, Alameda and Mendocino counties. He has been chairperson of the CalCPA Wine Industry Conference Planning Committee eight times, and has been a member of the Central Coast Wine Industry Conference every year since its inception. Dillwood holds a bachelor’s degree in religious studies from the University of the Pacific, and a bachelor’s degree in accounting from the Eberhardt School of Business at the University of the Pacific. He is certified as a CPA in California. He serves on the advisory board of the Salvation Army, Santa Rosa Corps; as director, California Junior Miss Scholarship Foundation Board (and past president); past president and past active member, Active 20-30 Club of Santa Rosa, #50; past president, California Junior Miss Scholarship Foundation; treasurer, Valley of the Moon Children’s Home Foundation; treasurer, Windsor Youth Soccer League; coach, Windsor Youth Soccer League; coach, Windsor Little League; and coach, Windsor Girls Softball League. His hobbies include coaching his kids’ soccer teams, as well as actively supporting little league baseball. He enjoys cooking and fine wine, music, gardening, and restoring classic cars.
Speaker Bio Coming Soon.
Dawn Ross leads CMPR’s employment group and commercial litigation team. She has represented employers successfully in state and federal litigation and administrative proceedings. Ross serves as counsel to some of the leading wineries, along with many other clients in the public and private sector. She assists clients in preparing employee handbooks, employment agreements, counseling on layoffs and terminations, and conducts workplace HR investigations. Ross also acts as trial counsel in intellectual property and commercial litigation matters such as breach of contract, real estate transfers, fraud, trade secret, trademark violations and construction defects. Ross works hard to control litigation costs without compromising the case. She has a reputation as an aggressive, detail-oriented advocate, who has great success at trial. Ross was an associate at Bronson, Bronson & McKinnon and a partner at Marron, Reid & Sheehy prior to founding Carle, Mackie, Power & Ross LLP in 1998. Ross received the Women in Business Award (2011). She is rated AV (the highest rating possible) by the Martindale-Hubbell nationwide attorney rating service, and has been selected as a Northern California Super Lawyer three consecutive years. Ross serves on the boards of the Volunteer Center of Sonoma County (2010-present), Summerfield Waldorf School (2014-Present), and California Parenting Institute. She is a member of the Association of Workplace Investigators. She is a past president of the Sonoma County Bar Association (2003); past chair of the Labor & Employment Law Section, Sonoma County Bar Association (2000); past president, Sonoma County Women in Law (1997); and past president, Sonoma County Young Lawyers Association (1996). Ross earned her bachelor’s degree from California State University, Fullerton in 1985, and her juris doctor degree from the School of Law, University of California, Davis in 1989.
Danielle Sandoval has been practicing in public accounting since 1997. After graduating from Sonoma State University with a bachelor’s degree in business administration and concentration in accounting, she started her career with Deloitte & Touche in San Francisco where she worked primarily in the audit department. In 2001, she decided to explore her interest in the wine industry and joined a St. Helena-based firm specializing in this area. She later became a partner with the St. Helena firm overseeing the A&A department and working primarily with wine industry clientele. In 2012, Sandoval joined Zainer Rinehart Clarke as a principal where she is a leader in the firm’s A&A practice and oversees the firm’s quality control. She is a regular guest speaker at Sonoma State University in its wine business seminar series. She is a member of the AICPA and CalCPA. She is a native of Sonoma County and an active member in the community, serving on the board of directors of Habitat for Humanity of Sonoma County and participating in various task force groups for the Sonoma County Economic Development Board.
Jennifer Scherrman is the assurance manager at Dillwood Burkel & Millar, LLP. She received her bachelor’s degree in business administration from the University of Hawaii and is a CPA with 10 years of public accounting experience (Dillwood Burkel & Millar and KMH, LLP) and six years of internal auditing experience with a Fortune 500 Company. Her area of expertise is GAAP-compliant financial accounting and reporting; however, she has also had extensive experience in the areas of taxation, valuation and consulting. Although she works with all industries, she particularly enjoys providing a variety of services including accounting, consulting, tax, financial attestation and valuation to privately-owned wineries and vineyards in all stages of development and growth. She has previously served on the finance committee of United Way of the Wine Country and is an active member of CalCPA.
Jeanette Tan is the accountant at Kokomo Winery. She is also a Certified QuickBooks ProAdvisor and has a consulting practice, QB Winery Solutions, which provides training, setup, and support for micro and boutique wineries using QuickBooks. Before moving to Sonoma County, Tan provided a similar service to owners of small businesses on the Island of Maui. As a SCORE counselor, she taught an introductory QuickBooks class to several hundred people for the Maui County Business Resource Center and the SBA.
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