Moss Adams x Baker Tilly (@moss-adams-llp)

3700 Old Redwood Hwy Ste 200, Santa Rosa, CA, United States of America, 95403

www.mossadams.com

707-527-0800

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Key Insurance Challenges for Wineries and Vineyards

October 22, 2021

Winery and vineyard businesses in California, Oregon, and Washington are facing major challenges maintaining insurance on their properties, facilities, and inventory due to increased wildfires.

Join us to learn key steps your company can take to navigate these pressing issues going forward. Our panel of winery and insurance professionals will share stories, provide advice, and answer your questions. The session will include relevant insights on:

  • Realities of the market
  • Best ways to approach securing insurance and controlling premium costs
  • How to self-insure
  • Possible solutions to challenges in maintaining insurance and controlling spiraling premiums
  • Actions you can take to mitigate your business risk

Webinar: October 26, 2021 10:00-11:00 AM PT

Register Now

Speakers

Bill Vyenielo, Business Consultant, Moss Adams

Bill has worked with clients in the wine industry for more than 25 years and has solved operational challenges for vineyard and winery clients since 2006. He works with owners and managers to successfully develop and manage their winery operations and build their brands, providing guidance in strategic planning, sales and marketing, and winery and vineyard production and development.

Elizabeth Bishop, Executive Vice President, Heffernan Insurance Brokers

Elizabeth co-leads the Heffernan Wine Practice, which currently helps over 150 wineries with their insurance needs. The team’s long-term commitment to community and strong relationships with insurance company partners has made them a perfect choice for wineries and growers. In addition to Elizabeth’s expertise in the wine industry, she also specializes in construction, transportation and not-for-profits.

Bill Smart, Vice President and General Manager, Lambert Bridge

Bill oversees the day-to-day operations of Lambert Bridge. A passionate wine industry leader, his love for the Dry Creek Valley and the local community makes him ideal to guide the family owned estate.

Debra Costa, Senior Vice President and Vintner Practice Leader, Heffernan Insurance Brokers

Debra has worked in the insurance industry since the late 1980s and moved to Heffernan Insurance Brokers in 2001 to help clients get more out of their insurance program and broker relationship. She partners with wineries and growers to help them receive the most from their insurance programs while providing risk mitigation strategies. Having a deep understanding of the insurance marketplace, coverage placements and risk management programs, and captives, Debra develops programs that closely align with her clients’ financial objectives and risk tolerance.

Insurance Webinar

About

Moss Adams LLP has been in business for more than 104 years. The 11th largest accounting and consulting firm in the United States, Moss Adams is the largest headquartered in the West. With more than 27 locations in Washington, Oregon, California, Arizona, New Mexico, Kansas, and Texas, our staff of over 2,600 includes more than 260 partners, we are ready to serve you.

Our Wine Industry Group
Moss Adams’ commitment to providing business solutions to vineyards and wineries of all sizes starts with the professionals who make up our team. Each specialist has proven business and finance expertise coupled with deep knowledge and experience in the wine industry.

We offer a wide variety of accounting, tax, and business consulting services tailored to meet the specific needs of today's wineries and vineyards.

Find out why more than 300 wine industry clients trust our team, from start-up to maturity. We're more than an just an accounting firm to our clients. We're a trusted advisor.

Contact

Contact List

Title Name Email Phone Extension
Business Development Executive Jim Pidgeon jim.pidgeon@mossadams.com 415-677-8222
Wine National Practice Leader Jeff Gutsch jeff.gutsch@mossadams.com 707-535-4109
Business Development Executive Ted Grafe ted.grafe@mossadams.com 707-535-4146
Tax Partner Michael Ricioli michael.ricioli@mossadams.com 707-535-4142

Location List

Locations Address State Country Zip Code
Moss Adams x Baker Tilly 3700 Old Redwood Hwy Ste 200, Santa Rosa CA United States of America 95403

List of Locations