Name: Winery Financial Budget and Forecast Class
Start: 2025-05-22T08:00:00-07:00
End: 2025-05-22T15:00:00-07:00
Location: 120 Stony Point Rd suite 230

Join expert Tim Allen for a deep dive into winery budgeting and forecasting
About this Event

Join us for the Winery Financial Budget and Forecast Class

On May 22nd from 8am-3pm we'll take a deep dive into winery financial budgets and forecasting, and the intricacies unique to wineries. Whether you're new to the industry or looking to deepen your expertise, this session will provide a comprehensive overview of:

Budgeting
Forecasting
Cash flow and it's seasonality
And More...

Tim Allen, managing partner and industry expert, will provide winery owners, managers, and accounting professionals with valuable insights and knowledge in the field of winery accounting and finance while earning AICPA CPE credits in accordance with NASBA rules and regulations.

Participation in this two day class is $450, and attendees will receive 6 hours of CPE. You can attend in person at our Santa Rosa office, or participate online via zoom.

This course equips you with the essential skills to accurately forecast future revenues, profitability, and cash flow needs. A deep understanding of financial projections is critical for every winery CFO and controller, enabling them to effectively communicate their winery’s economic outlook and support strategic decision-making.