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Upcoming Seminars Homestudy Courses General Information

7th Annual

Best Practices in Winery Operations:

Risks and Rewards

March 14 & 15, 2013 -- Napa, CA








Best Practices in Winery Operations:


Order today and get 50% off downloadable products or 25% off printed homestudies.
Downloadable content must be viewed by March 14, 2014.

Prices currently listed on the website reflect the discount.

Join our Program Chair, K. Christopher (“KC”) Branch of Branch Firm, A California Law Firm, and the outstanding faculty he has assembled. The faculty will cover these topics:

  • Social Intelligence and New Technology
  • Legal and Regulatory Update
  • Insurance Considerations
  • Human Resources
  • Stewardship for the Land/Vineyard Conversion
  • The Do’s and Don’ts of Winery Events
  • Brand Management
  • Trade Practices
  • Tax Issues
  • Changes and Improvements to Wineries and Vineyards
  • Contract Winemaking
Thank you to the Seminar Co-Sponsors Wines and Vines, Nixon Peabody LLP, Deibel Laboratoriesand and Old Republic Title, and Reception Sponsors Branch Firm and Pan American Insurance Agency.

Seminar Sponsors:

We have recently changed our On Demand program so attendees
can view across more platforms. Check the new system requirements.

Check the credits section for homestudy credits available for the On Demand.
This seminar must be downloaded and viewed before it expires on March 14, 2014.
For questions call 800-574-4852 or email to

Credits: See the credit section for full information
CA CLE - 11.5 General Credits
OR CLE - 11.75 General CLE Credits
WA CLE - 10.75 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:
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


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Thursday, Mar. 14, 2013
9:00Introduction and Overview Branch Firm,
A California Law Firm


9:15Social Intelligence and New Technology
Careful and Deliberate Use of New Technologies; Pitfalls of Using Them Incorrectly
9:45Third Party Marketers
Marketing Agent Mayhem, New York and Beyond: The Trials and Tribulations of Third Party Marketers; Does it Pay Off?
Edrington Americas
New York, NY
10:30Legal and Regulatory Update
Risks and Rewards from the New ABC Contests Rules, New COLA Rules from Perspectives of Regulators and Industry Professionals
California Department of Alcoholic Beverage Control
DH Wine Compliance
11:30Insurance Considerations
How Developing Relationships with Wine Industry Brokers Can Assist in Evaluating Potential Coverage as Well as Understanding Underwriting; Selling Price Endorsements; Scope of Coverage; How Causes of Loss Such as Leakage Can Lead to Value- Oriented Insurance Decisions
Winery & Agri-Business Div.
Fairmont Specialty Insurance
Winery Care Program Mgr.
Pan American Insurance Agency
12:30Lunch (on your own)
1:45Human Resources
Protections Available to Employers Wishing to Meet Their Obligations to Their Workforce under Obamacare, Sustainability, Prevailing Wages, Wage and Hour Rules and Volunteers, as well as Their Obligations to Government Such as ICE Audits and Third Parties Such as Unions
Nixon Peabody LLP
Your People Professionals
2:45Stewardship for the Land/Vineyard Conversion
Financial, Practical and Regulatory Limits on Modifications Including Replantings to Vineyards, Increasing Sustainability
Wine Industry Investment Consulting
Principal Viticulturalist
Advanced Viticulture LLC
4:00The Do’s and Don’ts of Winery Events
What are the Best Practices for Winery Events? Can They or Should They Be In Licensed/Bonded or Unlicensed/Unbonded Areas? Is it Worth the Hassle to Suspend Licenses? What About Pouring Non-Winery Alcohol or Using a Caterer’s License?
California Department of Alcoholic Beverage Control
Trefethen Family Vineyards
5:00Reception ~ Sponsored by:
Friday, Mar. 15, 2013
9:00Introduction and Overview Branch Firm,
A California Law Firm


9:10Brand Management
Successful Methodologies for Building a Brand, Including Initial Due Diligence and Content Vigilance for Potential Infringers
VSOP Management
Law Offices of Paul W. Reidl
10:10Trade Practices
Successful Introduction of New Brands; Making Distributor and Direct to Retail Relationships Profitable in Terms of Cash and Goodwill
Kahuna Wine Group International
Jason Stephens Winery
Nixon Peabody LLP
New York, NY
11:30Tax Issues
Importance of Advance Long Term Estate, Transfer And Tax Planning For Succession, Including Identification of Issues That Must Be Analyzed; Avoiding Hobby and Passive Loss Rules; Verifying Substantiation of Expenses to Avoid Audit Concerns
Attorney, Fenolio Law; San Francisco, CA
Vice Pres/CFO, Veedercrest Estates, LLC, Napa, CA
Veedercrest Estates LLC
12:30Lunch (on your own)
1:45Changes and Improvements to Wineries and Vineyards
Protecting Winery Assets While Making Changes and Improvements to Wineries
Campbell & Campbell
Gaw Van Male
Gaw Van Male
Land Use Planning Services
2:45Contract Winemaking
Pitfalls in Relying Upon Custom and Practice, Expired/Unsigned/Incomplete Contracts and Oral Contracts Pertaining to Winemaking, Alternating Proprietors, Custom Crush and Vendors
Stoel Rives LLP
Assoc. General Counsel
Trinchero Family Estates


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K. Christopher (“KC”) Branch, Program Co-Chair, is the owner of Branch Firm, which he founded in 1996. He has practiced law in the State of California for over 20 years. He represents entrepreneurs, corporations, LLC’s, trusts and partnerships. He actively teaches professionals and students at regional wine forums, local colleges and major wine universities in France and California.

Robert K. Carrol, Program Co-Chair a partner with Nixon Peabody LLP, chairs the firm’s western U.S. Labor and Employment law practice and leads its Beverage Alcohol Group. He advises, represents and trains clients in various areas of employment and labor law.

Lori Ajax is Deputy Division Chief with the California Department of Alcoholic Beverage Control, and is a member of ABC’s Executive Management Team. She is assigned to the Department’s Headquarters Office, where she oversees several statewide programs.

Matthew D. Botting was appointed General Counsel with the California Department of Alcoholic Beverage Control in 2008. He was ABC's Chief Legal Counsel from 2000– 04 before he left a short time to work in private practice.

Richard Brockmeyer, Owner of Wine Industry Investment Consulting, has over 35 years of experience in acquiring, developing and managing orchards, vineyards and wineries. Since 1986, his focus has been on the acquisition, creation and expansion of premium vineyards and wine estates.

Douglas A. Campbell, ASLA, founding partner of Campbell & Campbell, is a leader in liability analysis, planning, integrating sustainable design, and web based environmental and process monitoring, safety and security systems.

Sandra J. Dickerson, CEO and HR Director of Your People Professionals, has been involved in the Professional Employer Organization industry since 1987. She has specialized in ensuring the quality of human resource services provided to clients and employees.

Nicholas E. Donovan is a member of Gaw Van Male in the firm’s Wine Law group and Business Law group. He focuses on corporate finance, general corporate matters, mergers and acquisitions, and public securities issues.

Ted Egan is a partner with Kahuna Wine Group International. He has been with Kahuna for ten years and is involved in most aspects of the wine business from the cellar to national sales.

Christopher L. Fenolio is an attorney with Fenolio Law and is the Vice President and CFO of Veedercrest Estates LLC. He previously worked for two of the “Big Four” accounting firms, PricewaterhouseCoopers and Deloitte.

Ron Fenolio, CEO and Proprietor of Veedercrest Estates LLC, has been part of a farming and winemaking family with heritage going back to the 1880’s in northern Italy, where his great grandfather grew merlot and pinot grigio grapes on the family farm in Friuli.

Jeffrey Friedman is the President of VSOP Management, where he partners with American and international owners and corporate clientele in the wine, spirits, food and luxury goods industries. He was previously Vice President, Global Sourcing, with E&J Gallo Winery.

Tracy K. Genesen serves as General Counsel to Edrington Americas in New York, NY, the American arm of a Scotland-based manufacturer of distilled spirits. She was previously a partner with Reed Smith LLP.

Jonathan Godown is the Vice President of the Winery and Agri-Business Division of Fairmont Specialty Insurance. The unit focuses on property/casualty insurance for wineries, wine-related industries, and commercial agriculture.

Jason Goelz is the founder and winemaker at Jason-Stephens Winery. He has secured distribution for his wines in all 50 states and some international countries, with plans of growing from 10k cases to over 100k cases over the next four years.

Mark Greenspan, PhD, is the Principal Viticulturalist with Advanced Viticulture LLC. He has over two decades of viticultural experience and is regarded as one of the world’s leading experts in winegrape irrigation.

Kate J. Hardy is an attorney with Nixon Peabody LLP in the firm’s Beverage and Alcohol team in New York. She focuses her practice on providing general assistance to clients in the Beverage Alcohol Industry within the U.S. and internationally.

Drea Helfer, Owner of DH Wine Compliance, is regarded as one of the top compliance consultants in the wine industry. She has compiled 10 years of expert experience working for two of the largest wine compliance firms in Sonoma and Napa Counties, and has licensed hundreds of west coast wineries, importers, wholesalers and retailers.

Christopher R. Hermann, a partner with Stoel Rives LLP, is the founding chair of the firm’s Winery and Vineyard Management group and co-chair of its Beverage and Hospitality group. He has worked with Northwest wineries, vineyards, breweries and distilleries for many years.

Erik Lawrence, Associate General Counsel with Trinchero Family Estates, previously practiced law with Dickenson Peatman & Fogarty and Shartsis Friese. Prior to that, he was a commercial banker with Wells Fargo for six years.

Kevin Lynn is the Winery Care Program Manager with Pan American Insurance Agency. The program has received endorsements from the California Association of Winegrape Growers and the Central Coast Vineyard Team.

Paul Mabray, Chief Strategy Officer of VinTank, drives the company’s overall vision, strategic direction and product development, and is the main contributor to clientele projects. VinTank is a continuation of his desire to help revolutionize the wine industry through e-business and innovative digital products and marketing.

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.

Jeffrey Redding is the Owner of Land Use Planning Services, an environmental consulting business, since 2001. He serves on the Preservation Napa Valley Board of Directors and was previously Director of Conservation, Development and Planning for the County of Napa.

Paul W. Reidl, Owner of the Law Offices of Paul W. Reidl, has been practicing law for over 30 years. He currently represents clients in trademark, copyright, alcohol beverage and general business law matters.


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This seminar is approved for the following credits

THE SEMINAR GROUP is a State Bar of California approved MCLE provider; therefore, this course is approved for 11.5 general CLE credits.

This course has been approved by the Oregon State Bar for 11.75 general CLE credits. - The Seminar Group is an Accredited Sponsor.

This course has been approved for 11.0 hours of Washington MCLE credit by the Washington State Bar. Self-Study credit may be available.

This course has been approved for 10.75 hours of Washington MCLE self-study credit by the Washington State Bar.

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


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Attorney $895.00
2 or more $845.00
Other Professionals $695.00
Government / Non-Profit $695.00
New Associate $560.00
Other Professionals $560.00
Student $447.00
Day One $560.00
Day Two $560.00
All Sessions $168.00
All Sessions $690.00
All Sessions $690.00
All Sessions $100.00
All Sessions $447.00
On Demand Session 1 $32.00
On Demand Session 2 $21.00
On Demand Session 3 $43.00
On Demand Session 4 $43.00
On Demand Session 5 $43.00
On Demand Session 6 $43.00
On Demand Session 7 $43.00
On Demand Session 8 $50.00
On Demand Session 9 $46.00
On Demand Session 10 $43.00
On Demand Session 11 $43.00
On Demand Session 12 $43.00

Fee Description

Cancellation Policy

We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 3/8/2013.


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This seminar is being held at:
Napa River Inn
500 Main Street
Napa, CA 94559
Phone: 707-251-8500
Please call the venue for directions/questions. A block of guest rooms has been reserved until 2/12/13. To reserve, please call Karen Kaminski at 707-251-8550, extension #1 (do not call reservations).
Get directions to seminar location.


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Download brochure to get a printable version of all seminar information.


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Register now.

Click here for more information regarding registration.

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