If you own, operate, represent the interests of, or are considering the business
of Owning and Operating a Winery, this program is a must!
Our experienced and knowledgeable faculty will guide you through the Legal,
Regulatory, Technical and Operational Issues involved in the successful
management of wineries big and small.
We are excited for our Third Annual Owning and Operating a Winery
conference, and we hope you will be able to join us. This is a great opportunity
to meet and learn from some of the industry’s best and brightest.
Thank you to the Seminar Co-Sponsors
Wines and Vines,
The Law Offices of B. Demar Hooper,
North Bay Business Journal and
Abbott & Kindermann, LLP
and to the Reception Co-Sponsors
Kennedy/Jenks Consultants,
Stoel Rives LLP and
Jim Murphy & Associates.
Exhibits sponsored by
Criveller California and
A-1 Hydroseeding Inc.
Seminar Co-Sponsors:
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
Wednesday, Feb. 25, 2009
| 8:45 | Introduction and Overview |
Kennedy/Jenks Consultants
Stoel Rives LLP
| WINE BUSINESS AND MARKETING |
|---|
| 9:00 | Vineyard Leases and Grape Contracts |
What are the critical terms and requirements
you need in a lease? This panel will answer
that question and review lessons learned and
other practical advice to help both lessors and
lessees of vineyards as well as buyers and
sellers of grapes; Urban winemaking perspective
on grape sourcing.
Dickenson Peatman & Fogarty
Dickenson Peatman & Fogarty
Premier Pacific Vineyards
| 10:15 | Names, Labels, and Trademarks |
The explosive growth in the number of labels
and wineries is increasingly creating conflicts
over similar names or graphics. This panel will
discuss the recent trends and battles, and also
overview the process of avoiding unexpected
problems in branding wine and wineries.
Dickenson Peatman & Fogarty
Canopy Management
| 11:00 | Contract Winemaking - Custom Crush,
Alternating Proprietorships, and Making
Wine for Contract Sales |
More and more wine is being made using these
innovative methods that help reduce capital costs
and allow shared expertise from winemakers to
reach more wine. Learn the latest in how these
arrangements are regulated and how they are
being agreed to.
Stoel Rives LLP
Alcohol and Tobacco Tax and Trade Bureau
Since 2005’s Famous Supreme Court cases, the
restrictions on direct sales of wine to customers
have been changing and often relaxed. Learn
the latest news and how to best manage and
optimize this increasingly important sales
component. More profits through the internet,
tasting room and wine clubs.
ShipCompliant
Sonoma State University
| 2:15 | Relationships with Distributors |
Distribution laws within states; Distributor
contracts; Finding and selecting distributors as well as
managing those relationships is always a challenging
task. This short update will inform you of the
latest changes in the distribution landscape and
advise you how to proceed.
Attorney at Law
The wine industry is making great inroads into
intelligent and informed branding and targeted
marketing. This not-to-miss panel will provide
an overview of some of the most powerful
and recent marketing insights that will be sure
to help make your marketing more effective.
Solomon Wine Company
A growing trend has winemakers returning to
urban environments to make their wine. In
some situations, entire winery businesses are
successfully establishing themselves in urban
settings. Learn the advantages and disadvantages
to urban winemaking and how you
might benefit from understanding this trend
in this short informative discussion.
Revolution Wines
Stoel Rives LLP
| 5:00 | Questions and Answers |
| 5:15 | Adjourn and Reception
Sponsored by:
|
Thursday, Feb. 26, 2009
| 8:45 | Introduction and Overview |
Kennedy/Jenks Consultants
Stoel Rives LLP
| FACILITY DEVELOPMENT &
SUSTAINABLE MANAGEMENT |
|---|
Developing a new vineyard or winery, or changing
operational aspects of an existing facility can trigger
an exhausting land use permitting process. Learn
to manage the hurdles and barriers in this process
and get great advice from the panel on everything
from site selection to permitting new uses.
Wine Industry Investments Consulting
Sonoma Cty. Winegrape Comm.
Dickenson Peatman & Fogarty
Constructing, expanding or remodeling a winery
facility is a challenging task with interrelated
engineering, architectural, aesthetic and permitting
components. This panel will provide an overview
of contracting mechanisms, potential pitfalls,
lessons learned and other considerations to control
costs and minimize headaches during construction.
Green building practices and urban wineries will
also be discussed.
Hall & Bartley Architects
Facility Development Corporation
Stoel Rives LLP,
Portland, OR
As water supplies tighten, understanding the water
rights associated with your property is more critical
than ever. This update will explain how water
rights work and will also outline the pros & cons
of tapping into a municipal water supply.
Stoel Rives LLP
State Water Resources Control Board,
Division of Water Rights
| 1:30 | Planning and Designing for Efficient
Water and Energy Use |
Wine Institute and the American Vineyard Foundation,
in partnership with the National Grape & Wine
Initiative, recently published the Comprehensive
Guide to Sustainable Management of Winery
Water and Associated Energy. The document
gives wineries of all sizes the tools to complete a
self-assessment and make improvements to water
and energy use. This panel will present a summary
of the guide and highlights from winery workshops
sponsored by PG&E. Rebates and incentives
available from PG&E will also be described.
Kennedy/Jenks Consultants
Customer Energy Efficiency - Ag. & Food Processing
PG&E
| 2:45 | Wastewater Discharge Permitting |
The need to obtain a wastewater discharge permit
can have a significant impact on winery development
plans. The panel will discuss common permitting
challenges and will provide strategies for smooth
interactions with the Regional Water Quality
Control Boards. They will also describe tactics to
meet permit requirements for effluent quality and
groundwater protection, such as source control,
waste minimization and recycling/reuse.
Kennedy/Jenks Consultants
(former State Water Bd member)
Kennedy/Jenks Consultants
| 3:30 | Green Values: Sustainable Practices and
Organic Certification |
Many winery owners are discovering that Green
Values not only contribute to environmental
protection, but also can boost the bottom line.
These panelists will explain how Green Values are
driving practices that make sense for vineyard owners
and wineries.
California Sustainable Winegrowing Alliance
Fetzer Vineyards
| 5:00 | Adjourn and Reception |
Robert Chrobak, PE, Program Co-Chair, is a Vice President with Kennedy/Jenks Consultants, with over 25 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.
Christopher R. Hermann, Program Chair, a partner with Stoel Rives LLP, is founding chair of the firm’s Winery and Vineyard Management group. He has particular experience with the purchase and sale of wineries and vineyards, obtaining water rights and land use permits and approvals, advising owners on employment and termination agreements with winemakers.
John A. McKinsey, Program Co-Chair, is an attorney with Stoel Rives LLP and the California Co-Chair for their Winery & Vineyard Law Group. He focuses his wine practice on environmental and regulatory matters, winery licensing, ADA design, compliance, and liability issues.
J. Robert Anglin, Jr. is an attorney in the Hospitality Group at Dickenson Peatman & Fogarty, where his practice focuses on land use regulation and environmental law. He assists wineries, hotels, restaurants, and institutions to obtain government approval to establish and expand their facilities and operations.
Scott P. Bartley, AIA, is a principal architect for Hall & Bartley Architects. His practice has focused on the wine industry since the firm’s founding in 1983.
Rich Boone is as a principal in the Solomon Wine Company of Modesto. Previously he served as Worldwide Director of Consumer Research for the E&J Gallo Winery.
Barbara A. Brenner, an attorney with Stoel Rives LLP, represents clients in environmental compliance and litigation.
Her practice is focused on water resources, water quality, and
related regulatory matters involving water rights.
Richard Brockmeyer is owner of Wine Industry Investment Consulting, a service advising corporations and associations seeking investment properties in the fine wine and vineyard industry. He has 30+ years of experience acquiring, developing, and managing orchards, vineyards, and wineries for investor owners.
Gary M. Carlton is a Senior Client Manager with Kennedy/Jenks Consultants where he specializes in assisting clients to develop and implement regulatory compliance strategies for wastewater management operations.
Jeff Carroll is Vice President of Compliance at ShipCompliant, the wine industry’s first and only fully automated shipping compliance solution, and is also Senior Product Manager at Six88 Solutions.
Nick Frey became President of the Sonoma County Winegrape Commission in 2006. Previously, he was Executive Director of the Sonoma County Grape Growers Association.
Joe Genshlea is owner and managing partner for Revolution Wines, a small winery in Sacramento, California. He manages the finances, technology, internet marketing and production planning for the winery.
J. Scott Gerien is a Director with Dickenson Peatman & Fogarty. His representation of wineries and vineyards allowed him to develop a special expertise concerning intellectual property affecting these industries.
Michael J. Holman, an attorney with Dickenson Peatman & Fogarty, represents winery owners and investors in the sale and acquisition of grower and winery-related assets as well as business planning and alcoholic beverage compliance for the wine and hospitality industries.
R. Corbin Houchins, a nationally known beverage lawyer who has worked with clients and other counsel in the beverage industry since 197, previously held the position of corporate counsel for E & J Gallo Winery and for Olympia Brewing Company.
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.
Mari Kirrane is a Wine Technical Advisor with the Alcohol and Tobacco Tax Bureau. In this capacity, she is a
liaison between the industry and the government on technical
winemaking issues.
Ian Malone is the Director of Capital Markets at Premier Pacific Vineyards and a member of the firm’s capital markets and finance team.
Rick McClish is Marketing Director of Facility Development Corporation (FDC) and also serves as President of National Storage Centers. FDC has provided superior construction services throughout Northern California, Oregon and Nevada for over 30 years.
Mark L. Stretars, PE, is a Senior Water Resources Control Engineer and Chief of the Compliance Unit of the (California) State Water Resources Control Board, Division of Water Rights. He has over 35 years of experience with the Division of Water Rights dealing with California water rights law and regulations, Division programs and procedures.
James W. Terry is a member at Dickenson Peatman & Fogarty. His wine industry-related practice includes vineyard and winery sales and acquisitions, alcohol beverage licensing, grape purchase agreements, vineyard leasing, and business entity selection and formation.
Elizabeth Thach, PhD, is an Associate Professor in the Department of Business Administration at Sonoma State University, where her fields of specialization are wine business management, leadership training and coaching, change management, and human resource management.
L. Ann Thrupp, PhD is Manager of Sustainability and Organic Development at Fetzer Vineyards. In this capacity, she provides outreach, technical assistance, and information, and organizes educational events, about organic and sustainable farming and wine production practices for growers, wineries, and the broader community.
Josaphine Tuchel is a Senior Program Manager in PG&E’s Energy Efficiency group, focusing on the agricultural and food processing sectors in California. Her work at PG&E also includes collaboration with the Emerging Technologies team to assess the energy-saving potential within the Ag & Food Processing market for applicable emerging technologies and to facilitate industry adoption.
Terry Wheatley, founding partner and chief marketing officer with Canopy Management, brings more than 30 years experience. She was previously director of retail and on-premise development, and later, senior vice president, with Trinchero Family Estates/Sutter Home Winery
James A. Zehren is an attorney with Stoel Rives LLP. His practice is concentrated in construction and design law including business transactions, preventive law and dispute resolution. He emphasizes preparation and negotiation of contract documents; licensing, registration and code compliance issues.
This seminar is approved for the following credits
The State Bar of California
12.75 General CLE Credits - The Seminar Group is an approved MCLE provider
Washington State Bar Association
9.0 General CLE Credits
Oregon State Bar
11.5 General Credits
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
| Single Registration |
$895.00 |
| |
| 2 or more (each) |
$795.00 |
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| Government Employee |
$695.00 |
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| New Associate |
$560.00 |
| |
| Paralegal |
$560.00 |
| |
| Student |
$447.50 |
| |
| Printed Course Materials |
$120.00 |
| |
| DVD Homestudy |
$605.00 |
| |
| CD Homestudy |
$605.00 |
| |
| Day One ONLY |
$537.00 |
| |
| Day Two ONLY |
$537.00 |
| |
Fee Description
Cancellation Policy
We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 2/19/2009.
| This seminar is being held at: |
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| Napa Valley Marriott |
|
3425 Solano Avenue
Napa, CA 94558
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| Phone: 707-253-8600 |
| |
|
If you need a guest room, please go to the
hotel website www.napavalleymarriott.com to make an online reservation
or call the phone number above.
|
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Get directions to seminar location.
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Download brochure to get a printable version of all seminar information.
Register now.
Click here for more information regarding registration.
