Order today and get 50% off downloadable products or 25% off printed homestudies.
Downloadable content must be viewed by March 27, 2013.
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The Winery Industry continues to evolve to the challenges of the economy and modern expectations. Our 6th annual
Owning and Operating a Winery Conference will update winery and wine business owners, managers, and advisors on critical issues and opportunities facing them in 2012. We will examine
Facilities Management topics including Land Use and Permitting, Water, Energy and Sustainability and Equipment Acquisition. We will also examine Best Practices for
Business Management, including an Update on Legislative and Legal Issues, Developing and Growing Brands, Contract Winemaking, and Buying or Selling a Winery including Mergers and Acquisitions.
Thank you to the Seminar Co-Sponsor
Practical Winery & Vineyard Journal,
and to the Reception Co-Sponsors
Kennedy/Jenks Consultants and
Stoel Rives LLP.
Seminar Co-Sponsors:
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On Demand
This seminar is available via On Demand,
which will allow you to view the recording from computer.
Please read the System Requirements for the On Demand prior to ordering.
This Program will NOT currently work on a MAC.
There was a recent update to the media player and it is not compatible to the MAC.
Microsoft is working to fix this problem.
This seminar must be downloaded and viewed before it expires on March 27, 2013
If you have questions call 800-574-4852 or send an email to info@theseminargroup.net
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Credits: See the credit section for full information
CA CLE - 11.75 General CLE Credits
OR CLE - 12.0 General CLE Credits
WA MCLE - 11.25 Hours of Self-Study Credit
Previous Attendees Had This to Say:
”Good comprehensive topics. Presenters
were interesting, knowledgeable and helpful.
Presenters linked topics together to give a
comprehensive view of wine operations."
“Overall an excellent seminar, and I
have attended hundreds!”
Who Should Attend:
Attorneys
Winery Owners and Operators
Farmers and Vineyard Managers
Land Use Professionals
Architects and Engineers
Government Officials
Anyone Involved in or Interested in Owning a Wine Business
Thursday, Mar. 8, 2012
| 9:03 | Introduction and Overview |
Kennedy/Jenks Consultants
Locke Lord LLP
| FACILITIES AND RESOURCES MANAGEMENT |
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| 9:10 | Investigating Land Acquisition for Winery and Vineyard Use |
The Balancing Act between Legal and Regulatory Due Diligence and Value; Specific and Often Overlooked Issues to Pay Attention to
Wine Industry Investment Consulting
Dickenson Peatman & Fogarty
| 10:32 | Real Estate, Wineries and Vineyards – Now is the Time to Buy! |
Which Real Estate Investments are Smart
Moves for Existing Operations? Alternatives to
Traditional Real Estate Purchases; Real Estate
Purchasing Groups and Finance
Perkins Coie LLP
Owner, D.H. Gustafson Company; Burnsville, MN
Owner, Gustafson Family Vineyards
Gaw Van Male
| 11:32 | Permitting Alternative Uses for Wineries |
Methods for Permitting Alternative Income
Generating Activities at a Winery or Vineyard,
including Weddings, Parties, Concerts, Receptions,
Fundraisers; Types of Permits Required; Types of
Permits Available; Who to Talk to?
Davis Wright Tremaine LLP
Dickenson Peatman & Fogarty
| 1:35 | Water – Big Questions |
The Status and Future Projections of Water Supply;
What is the Ultimate Cost of My Water? Alternative
Water Resources including Recycled Water;
Irrigation Regulations Update; Status of Mandated
Reduction of 20% by 2020; Water Rights Sales and
Trading; Water Valuation; More Gallons of Wine
per Gallon of Water; Rainwater Capture; Water
Storage; Grants and Green Chemistry
Kennedy/Jenks Consultants
Farella Braun & Martel LLP
Barg Coffin Lewis & Trapp LLP
The New Emphasis on Efficiency and
Sustainability; Incorporating Renewable Energy
Into the Vineyard or Back to the Utility;
Conversions that Equate to Immediate Capital
Savings; New Outlooks for Saving the Industry
Money – Storage, Bottling, and Transportation;
Grants; Lifecycle Analysis – Carbon Footprint
and Greenhouse Gases
Dir., Environmental Affairs
Wine Institute
Locke Lord LLP
Sponsored by:
Friday, Mar. 9, 2012
| 9:02 | Introduction and Overview |
Kennedy/Jenks Consultants
Locke Lord LLP
| 9:10 | Legislative, Legal and Industry Update |
Updates and Changes in both State and Federal
Law Impacting Wineries; Status of the Wine
Industry; What’s being Planted? What’s Selling?
What was Harvested?
Mgr., Sales/Business Dev.
ShipCompliant
Stoel Rives LLP
| 10:05 | Developing and Growing Brand |
Names and Labels – How to Make Your Product
Stand Out; Teaming Up for Greater Industry
Impact; Trademark Selection, Protection and
Enforcement – Avoiding Costly Litigation; TTB
Issues; Interstate and International Considerations
Carle Mackie Power & Ross LLP
Chief Experience Ofcr.
The GFC Group LLC
CF Napa Brand Design
Finance, Deals and Transactions; Making
the Best Use of Your Equipment; Exploiting
Opportunities to Diversify; Contracting with
Other Wineries; Contracting with Restaurants,
Hotels and Other Industries; Imperative Contract
Verbiage and Implications
Stoel Rives LLP
Portland, OR
| 1:15 | Winery Purchase and Sales – including
Mergers & Acquisitions |
Buying or Selling a Winery; Strategic Purchase
and Sale for Maximum Market Effect; Positioning
for a Sale; Winery Valuation; Chinese Investment
in American Wineries
Carle Mackie Power & Ross LLP
Principal/Founding Ptr.
Maher Advisors
Demeter Group
| 3:00 | Putting it All Together – How to Make
Money and Keep Your Business Alive |
Strategies for Improving Your Business; Cash
Flow and Credit; Diversifying; Co-Branding?
Strategies for Growth and Positioning; Vineyard
Tasting Rooms; Vineyard Events; Internet Sales;
Mergers & Acquisitions; Effectively Hiring and
Using Contractors and Service Providers
Kennedy/Jenks Consultants
Locke Lord LLP
Wine Industry Investment Consulting
Chief Experience Ofcr.
The GFC Group LLC
Stoel Rives LLP
Portland, OR
Principal/Founding Ptr.
Maher Advisors
Robert Chrobak, PE, Program Co-Chair, is a Vice President with Kennedy/Jenks Consultants, with over 26 years experience in water and wastewater evaluation and treatment system design, particularly in the wine and food processing industries, including operational and permitting/regulatory negotiation support.
John A. McKinsey, Program Co-Chair, is a partner with Locke Lord LLP, where he concentrates his practice on representing energy and industrial clients. He provides extensive leadership and guidance in the areas of compliance and regulatory matters, facility development and operation.
Jim Agger is the Manager of Sales and Business Development for ShipCompliant, the industry leading regulatory compliance platform for wine and spirits suppliers. He is currently charged with developing sales opportunities and creating partnerships across all links in the supplier-to-consumer chain.
Cecily Talbert Barclay, a partner with Perkins Coie LLP, focuses her practice on land use and entitlements, real estate acquisition and development and local government law. She also advises clients on riparian and appropriative water rights, including in connection with vineyard and agricultural properties.
Jay M. Behmke, a partner with Carle Mackie Power & Ross LLP, focuses on the wine and grape industry. He represents wineries, vineyard owners, nurseries, wholesalers, importers, retailers, restaurants, and other wine-related businesses in connection with a wide variety of business and real estate transactions.
Richard Brockmeyer, Owner of Wine Industry Investment Consulting, has over 35 years of experience in acquiring, developing and managing orchards, vineyards and wineries. He established his consulting firm in 1997.
John R. Epperson, Special Counsel with Farella Braun & Martel LLP in its Environmental Law Department, represents clients regarding legal issues relating to environmental and occupational health and safety regulatory compliance counseling, including permitting, defense of enforcement actions, site investigations and remediation.
Gary Finnan is Chief Experience Officer at The GFC Group LLC, a creative development and strategic management firm formed to serve the destination wine and hospitality industry. He has more than 25 years of experience, focusing on project development, strategic planning, creative facilitation, destination design, training and project management.
Dan Gustafson is the founder of Gustafson Family Vineyards, a 247-acre estate vineyard located 17 miles outside of Healdsburg, California. He is also a landscape architect and real estate developer and owns the Minneapolis-based property management firm of D.H. Gustafson Company.
Brian S. Haughton, a founding partner of Barg Coffin Lewis & Trapp LLP, focuses on environmental compliance counseling, litigation and administrative proceedings, and redevelopment of "brownfields". He has served as an adjunct professor of environmental law at Hastings College of the Law and University of San Francisco School of Law.
Christopher R. Hermann, a partner with Stoel Rives LLP, is the founding chair of the firm’s Winery and Vineyard Management group. He has worked with Northwest wineries and vineyards for many years.
Allison Jordan is Executive Director of California Sustainable Winegrowing Alliance and also retains her role as Wine Institute’s Communications Program Manager, providing program management and support for the Sustainable Winegrowing Program.
Jesse D. Lyon, a partner with Davis Wright Tremaine LLP, focuses his practice on transactions and regulatory issues for clients in the wine, food, beverage and agribusiness industries. He helps structure and negotiate asset acquisitions, and develops strategic agreements for manufacturing, distribution, licensing and marketing.
John G. Mackie, a managing partner with Carle Mackie Power & Ross LLP, helped to found the firm in 1998 and chairs its Transactional Group and its Wine and Food Practice. His practice currently emphasizes wine and food law, business organization and finance, mergers and acquisitions, real estate development and environmental regulation.
Sean P. Maher is a principal and founding partner of Maher Advisors, an M&A advisory and consulting firm serving the wine industry. His responsibilities include winery and vineyard acquisitions and disposition; valuations and feasibility studies; general management counseling; and strategic and financial planning and business assessment.
Conor J. Massey, a member of Gaw Van Male, focuses on the areas of wine law, business law, sales and acquisitions, transactions and land use, and commercial property leasing. He is a member of the firm’s Real Estate Group and its Board of Directors.
Jeff Menashe, Chief Executive Officer of Demeter Group, has 15 years of consumer investment banking and corporate development advisory experience. He previously served as a partner at The Food Partners. Overall, he has advised on transactions with a total value exceeding $2 billion.
Richard P. Mendelson, Of Counsel with Dickenson Peatman & Fogarty, chairs the firm’s Wine Industry Group. An internationally-recognized expert on vineyard and wine law and related land use, intellectual property, business and administrative law issues, he has handled legal matters involving almost every aspect of the wine business.
David Schuemann is Owner and Creative Director of CF Napa Brand Design. An expert in brand development and design, he has grown CF Napa over the past 10 years to one of the most respected firms in the industry and sought by clients around the world. Unlike other agencies, CF Napa’s focus is 100% within the alcoholic beverage industry.
Jake W. Storms is an attorney with Stoel Rives LLP, in the firm's Environment, Land Use and Natural Resources group. His practice focuses on the licensing and permitting of projects in a variety of practice areas including the renewable and standard energy sectors, wineries and vineyards, and underwritten title and escrow companies.
James W. Terry is the Co-Managing Director of Dickenson Peatman & Fogarty. He has represented buyers in numerous vineyard acquisitions throughout California. His wine industry related practice also includes business entity selection and formation, business planning, sales and acquisitions, grape purchase agreements and vineyard leasing.
This seminar is approved for the following homestudy credits:
CA CLE
THE SEMINAR GROUP is an approved State Bar of California MCLE provider #10734 and certifies that this activity has been approved for MCLE credit by the State Bar of California for 11.75 general CLE credit.
OR CLE
This course is approved by the Oregon State Bar for 12.0 General CLE credits. - The Seminar Group is an Accredited Sponsor.
WA MCLE
This course has been approved for 11.25 hours of Washington MCLE self-study credit.
If you are purchasing only certain portions of the seminar then the full credit amount does not apply. If you need assistance calculating the number of credits available for a certain session please call our office at 800-574-4852. If this seminar has not been approved for the credits you require, let us know and we will look into it for you.
Information on Continuing Education Credits
| $168.00 | | Printed Course Materials
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| $690.00 | | DVD Homestudy
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| $690.00 | | CD Homestudy
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| $100.00 | | Downloadable Course Materials
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| $447.00 | | On Demand (All Sessions)
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| $57.00 | | On Demand Session 1 - * Investigating Land Acquisition with Brockmeyer & Terry |
| $42.00 | | On Demand Session 2 - * Real Estate, Wineries and Vineyards with Barclay, Gustafson & Massey |
| $43.00 | | On Demand Session 3 - * Permitting Alternative Uses for Wineries with Lyon & Mendelson |
| $21.00 | | On Demand Session 4 - * Water – Big Questions with Chrobak, Epperson & Haughton |
| $32.00 | | On Demand Session 5 - * Energy with Jordan & McKinsey |
| $40.00 | | On Demand Session 6 - * Legislative, Legal and Industry Update with Agger & Storms |
| $47.00 | | On Demand Session 7 - * Developing and Growing Brand with Behmke, Finnan & Schuemann |
| $32.00 | | On Demand Session 8 - * Contract Winemaking with Hermann |
| $64.00 | | On Demand Session 9 - * Winery Purchase and Sales with Mackie, Maher & Menashe |
| $46.00 | | On Demand Session 10 - * Putting it All Together with Chrobak, McKinsey, Brockmeyer, Finnan, Hermann & Maher |
Description of Products
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