Wine Rows

Certificate in Wine Industry Finance and Accounting

Enroll for the May and June Workshops Today!

This program gives an overview of the financial and accounting concepts that will enable you to make better business decisions and advance your career. Taught by wine industry professionals in the finance and accounting fields, each workshop is tailored to explore core finance and accounting concepts presented from a wine industry perspective to provide knowledge that can be immediately applied to your business or organization. 

Individuals with little or no previous experience in finance and accounting can take these workshops to gain practical knowledge and skills in general finance and accounting.  Alternatively, individuals with experience in finance and accounting can take these workshops as a refresher, to expand their finance and accounting focus to the wine industry or to earn CPE credits towards maintaining CPA liscensure.

wine glasses and handshakeThe Wine Industry Finance and Accounting Certificate requires the completion of 4 full-day workshops.  

Workshops are scheduled throughout the year.  Currently scheduled and upcoming workshops are listed below.

These wine business workshops are open to the public and may be taken individually or collectively. All workshops are offered in-person on the SSU campus. 

Understanding the Numbers: An Introduction to Wine Business Finance

February 3, 2018
8:30 a.m. - 5:30 p.m. (includes lunch)
Instructor: Geni Whitehouse
Details and Registration

In this workshop, students will be introduced to general accounting concepts and how they relate to some of the unique issues of the wine industry. Students will learn how to read, interpret and improve the financial results of a winery using the case study method, and by completing group and individual activities. Attendees will gain new perspective of the drivers of financial success in the wine industry and how to impact them.
            Topics covered include:
            -  Key Accounting Terms
            -  Understanding Financial Statements
            -  Accounting Toos
            -  Drivers of Financial Performance
            -  Aligning Actions with Financial Results
            -  Outsourcing the Accounting Function
Budgeting & Financial Analysis for the Wine Industry

February 17, 2018

8:30 a.m. - 5:30 p.m. (includes lunch)
Instructor: Tom Sheppard and Jim Bielenberg
Details and Registration

This workshop will explore the essential components involved in developing a successful budget and forecasting methods, starting with a framework to understand strategic, business, and operational models. Throughout the workshop, students will explore various ways to analyze budgets, identify key performance indicators, and build reporting structures that will help any business professional make financial and budgetary decisions. Whether starting or expanding a wine business, this workshop will help change and improve the way you manage your financial operations. 

Vineyard & Winery Taxation Strategies

May 12, 2018
8:30 a.m. - 5:30 p.m. (includes lunch)
Instructors: Toni Moehng & Michelle Crosbie of Burr Pilger & Mayer
Details and Registration

From the development of vineyard property through production of wine and final sales, this workshop will cover tax accounting principles and strategies for vineyards and wineries.  The workshop will include a focus on special farming provisions, tax elections and vineyard depreciation methods as well as various tax strategies for inventory costing, selection of accounting methods, depreciation and other unique taxation rules and planning opportunities available to vineyard and winery owners and management teams.

Cost Analysis & Price Strategies for a Bottle of Wine

June 9, 2018
8:30 a.m. - 5:30 p.m. (includes lunch)
Instructor: Jeanette Tan

Designed for winery owners, accountant, bookkeepers, entrepreneurs and others seeking a complete understanding of the cost of producing wine, this workshop will demystify the most complex aspects of winery accounting. By helping students develop an accurate understanding of the true costs of their product this workshop will enable students to build sustainable and profitable pricing strategies for various wine business models.  

Questions about the workshops or certificate? or 707-664-3235

    Register by phone at 707-664-2394
    Contact SBE
    Contact SSU
    Sonoma State University School of Business and Economics. Reach.
    1801 East Cotati Avenue, Rohnert Park, CA, 94928 • 707-664-2377