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2017 brought acts of nature that shook the wine industry with many businesses looking to rebuild or restructure. To help recover from this shock, clients are relying more heavily on their CPAs, CFOs and controllers to address ongoing business needs. Join industry leaders who offer insights while touching on complex to a structured blend of topics.
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.
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.
A warm kickoff with conference Co-chairs, David P. Dilldwood, CPA and Danielle E. Sandoval, CPA, CGMA.
Karissa L. Kruse | Sonoma County Winegrowers
Get a snapshot of the fire impact in Sonoma county and gain insights on how sustainability will support long-term preservation of agriculture in wine country. Additionally, cover a broader overview of the grape and wine marketplace.
Jennifer M. Scherrman, CPA | Dillwood Burkel & Millar, LLP and Rae Ann Paulson | Moss Adams
In this session, you'll cover key issues in recent accounting and auditing developments as well as learning about the applicability of new accounting and auditing standards. Review the impact of new developments to winery and vineyard operations and financial standards. Plus, identify other key accounting standards for wine industry businesses. Plus, consider how fire/casualty considerations affect your business or clients?
Robert A. Houston, CPA | BPM, LLP
Cover research and development tax credits and sales tax exemptions while diving deep into more granular topics like California Competes Tax Credit and the Small Business Health Care Tax Credit.
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Jeanette Tan, Advanced Certified QuickBooks ProAdvisor | QB Winery Solutions
Discover the five things QuickBooks can do and the five things it cannot do by diving deep into program features that matter most. Identify tips and tricks that can be easily implemented to improve workflow or track data more efficiently.
Sven P. Jost, Ph.D. and Alex Waniek | BPM, LLP
Review the international tax developments impacting U.S. companies’ sales and distribution functions abroad. Plus, cover the transfer pricing considerations surrounding U.S. and foreign joint ventures. Also, as the U.S. works on tax reform changes, how does this affect international aspects of taxation?
Chris Bost | ADP
Learn about the current trends in HCM and how HCM impacts the P&L. In this session, you'll uncover how different solutions help to address HCM challenges and find out what "better" looks like on the bottom line. Plus, you'll find out what signals and triggers you should look for when referring clients.
This panel is only available to live attendees only.
M. Leah Cameron, Esq. | Carothers DiSante & Freudenberger LLP
Avoid violations of tied house rules. Learn how you can protect yourself and the company from lawsuits with your record keeping and ensure that managers and employees do not create implied contracts. This session also covers ways you can avoid violations of deceptive advertising practices and failing to properly disclose qualifying information in an advertisement. Social media is a big aspect in helping businesses gain exposure in today's market, find out what types of violations to look for by channel. Additionally, learn how to automate your responsibility to achieve compliance. Is your social media policy compliant?
Timothy Allen, CPA | Allen Wine Group LLP
Cover key metrics and benchmarks while discussing the management of primary financial statements and supporting schedules. Plus, review budgets, forecasts, sales planning and production planning in this session.
Dawn M. Ross | Carle, Mackie, Power & Ross LLP
What legislative changes are in store for 2018? Cover this and topics like the minimum wage increase while reviewing significant employment cases from 2017. Topics will also touch on meal and rest periods and the meaning of the Box law with regard to hiring convicted felons.
Michelle M. Ausburn, CPA | BPM, LLP and David G. Pardes, CPA | PwC
The hottest topic of the season is tax reform. What is the status and what is it's impact on the wine industry? Learn how you can proactively plan for potential changes. Plus, cover the Partnership Tax (704(c) and 754). This session will also review purchase accounting and touch on the business combinations under GAAP.
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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