Wine Industry Conference | 5191542A

Date :
December 9, 2019 8:00 AM - 5:10 PM
Location :
Marin/Sonoma County
Facility :
Sheraton Sonoma County - Petaluma
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Level of Difficulty :
Update
Member Price :
345.00
Nonmember Price :
455.00
CPE Credits :
CPE 9.50, MCLE 6.50, IRS-FTL 1.00, CTEC-FTL 1.00, MCLE LS-TX 1.00
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The ever dynamic wine industry is frought with complicated tax, labor and accounting issues. Please join us as we delve into the myriad influences that affect an industry that is so vital to California and the nation. 

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.

Materials are provided as an ebook.

Objectives:

  • Identify issues and trends within the wine industry.
  • Recall best practices for winery operations.
  • Recognize new tax, accounting and legislative updates that impact the wine industry.
  • Outline innovative ideas to increase your competitive edge.

Major Subjects:

 

  • Technology in the Wine Industry
  • GAAP Update
  • Update on Insurance
  • Compliance
  • Wine Industry Labor Law Update
  • Some Keys to Success for Succession Planning
  • Income Tax Update

Advanced Prep:

None.

Misc. Information:

Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.

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Sponsors

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Silver
Silver
Silver
Level of Difficulty:
Update
Field of Interest:
Business Management and Organization
Prerequisites:

Basic understanding of tax and accounting. An understanding of the wine industry is helpful.

Designed For:

CPAs, CFOs, controllers, attorneys, management accountants, consultants and other professionals who do business in the wine industry.

Instructors

David Paul Dillwood, CPA

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.

Lori Fisk Felando
Lori Felando is the CFO of Clos Du Val Wine Co. She received her bachelor’s degree in economics from UCLA and her master of business administration from Thunderbird School of Global Management. She is a Certified Public Accountant with eight years of public accounting experience working with Deloitte & Touche LLP, MKF and O’Dowd Rabanal & Smith. In her 14 years of wine industry experience, Felando has served as the controller for Domaine Carneros and St. Francis Winery as well as CFO for St. Supéry Estates Vineyards & Winery. In addition to her role at Clos Du Val, she also serves as the co-chair of Women for Wine Sense’s Financial Roundtable and serves on the planning committee for the CALCPA Wine Industry Conference, CALCPA Women’s Leadership Forum, and Connect Midmarket CFO Summit.

Agenda:

  • Please visit calcpa.org/WINE for agenda details

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook

Sponsors

BPM LLP
Gold
American AgCredit
Silver
Seiler LLP
Silver
Kay Properties and Investments, LLC
Silver

Sponsors