Let's talk finance! We're excited to offer a course on Financial Management and Strategy for the wine industry that starts on June 26. It's part of the Wine Industry Finance and Accounting Certificate and can also be an elective for the Wine Business Management Certificate. Open to everyone interested, this course is a valuable opportunity. In July, we’re also offering Strategic Wine Club Management and a new Compliance workshop on campus. Read on to learn more!

What do you learn throughout the course?

Financial Management and Strategy

This eight-week course provides a concise overview and analysis of the factors critical to financial success for businesses in the wine industry. Students will learn about different corporate and financial structures and strategies; how to deal with business details, like compliance and insurance; and how to use financial planning and analysis to ensure a business’s financial survival and drive growth.

Course Goals:

By the end of the course, students will:

• Gain an overview of the wine business, focusing on practical insights.
• Develop hard skills in data analysis and financial planning for wine industry businesses.
• Understand different financial and business structures in the wine industry.
• Analyze market strategies for entering and exiting the wine market.
• Learn to value wine businesses and comprehend mergers and acquisitions processes.
• Improve comprehension of financial statements and accounting principles specific to the wine industry, while also understanding tax requirements and regulatory challenges.

Dates: June 26- Aug 21, 2024
Time: Wednesdays 6-7 pm PST (Virtual)
Instructor: Jared Dalton
Fee: $1250

Registration deadline is June 24 at 5 pm PST!

Register here.

Strategic Wine Club Management

Course description

With the proliferation of wine clubs it is becoming harder to attract and retain members. This four-week course delves into the strategies and tactics of wine club management. From member acquisition through multiple channels, value-adds that connect and retain members, wine club design... READ MORE.

 Jul 11 - Aug 8, '24

“The course was great. I learned a lot of new helpful and useful things when it comes to wine club management and I am excited to implement them. The instructor was awesome, enthusiastic and made the class extremely enjoyable.”

 -Strategic Wine Club Management Student '23

Register here.

Workshop Compliance- July 26

Coupons! Contests! Social Media! Consignment Sales! Exclusive Outlets! Commercial Bribery! Wait...what? Please join us for a day of learning about the many facets of trade practice. Hint: it is more than ‘things of value’, although the course will spend time on that too. Students will learn about the elements of trade practice, some of their sub categories and ways to build processes to avoid common mistakes...read more.

education compliance wine club management financial management accounting certificate