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Wineries, Breweries and Distilleries:

Practical Issues in the Alcohol Industry

February 20, 2014 -- Santa Monica, CA








Wineries, Breweries and Distilleries:


If you own or operate a Winery, Brewery or Distillery, or if you’ve considered entering the exciting and rapidly expanding world of the Alcohol Industry, this program is a must! Seasoned owners/operators and novices will gain invaluable insight.

  • Special Presentation: Homegrown - From Home Brewer to Brewery Owner in Ten Years
    by Jonathan and Laurie Porter, Co-Founders of Smog City Brewing Company
  • Licensing and Zoning Considerations in Producing and Distributing Alcoholic Beverages
  • Creating and Protecting Intellectual Property
  • Legislative Update
  • Distribution Update
  • Finance and Improving Valuations
  • M&A in the Alcoholic Beverage Market
Wineries, Breweries and Distilleries in California and the Pacific Coast are booming industries, undergoing constant change and growth. Urban Breweries, the hot industry in the 1980s and ‘90s, are being augmented with Urban Wineries and Distilleries. Large wineries, once rare, are exploding in California, Oregon and Washington.

Please plan to join us on February 20th in Santa Monica as we explore the rewarding world of Wineries, Breweries and Distilleries.

Thank you to the Seminar Sponsor Wines and Vines.

Seminar Sponsor:

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 February 20, 2015.
For questions call 800-574-4852 or email to

Credits: See the credit section for full information
CA CLE: 6.5 General Credits
Call our office for accreditation in other states

Who Should Attend:
Winery Owners and Operators
Brewery Owners and Operators
Distillery Owners and Operators
Farmers and Vineyard Managers
Land Use Professionals
Architects and Engineers
Government Officials
Anyone Involved in or Interested in Owning a Brewery, Winery or Distillery


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Thursday, Feb. 20, 2014
9:00Introduction and Overview
Perkins Coie LLP
Haxan Partners LLC
9:10Licensing Considerations in Producing and Distributing Alcoholic Beverages
Obtaining Licenses to Own and Operate a Winery, Brewery or Distillery; Unique Industry Licensing Issues; Changing Licenses; New Legislation that Applies to Manufacturers
California Department of Alcoholic Beverage Control
California Department of Alcoholic Beverage Control
10:45Wine Labeling Laws
Federal Regulatory Scheme; Application for Certification/Exception of Label/Bottle Approval (“COLA”); Label Information: Mandatory (Class and Type, Volume, Bottle Types); Optional (U.S. Appellation System, Vintage Dating) and Prohibited (Health Benefits, Obscenity); Comparing Labels: American, French and Italian
McColloch Law Firm
11:30Creating and Protecting Intellectual Property
Creating Brand Value; Creating Goodwill with Brand; Establishing Defensible Trademarks; Copyrights as IP; Working with the TTB to Ensure You Get the Label You Want
Perkins Coie LLP
12:30Lunch (on your own)
1:30Legislative 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?
Perkins Coie LLP
2:15Finance and Improving Valuations
Growing Your Business; Knowing When to Hit the Gas; Understanding the Alcohol Industry as a Whole; Private Equity, Venture Capital, Angel Investment; Exit Strategies
Bacchus Capital Management LLC
Zepponi & Company
3:30M&A in the Alcoholic Beverage Market
Mergers and Acquisitions as Finance Tool; M&A as an Exit Strategy; Term Sheets and Deal Structures
Perkins Coie LLP
4:15Special Presentation: Homegrown – From Home Brewer to Brewery Owner in Ten Years
Smog City Was Born From the Skill and Passion of a Home Brewer, But the Process Took Much Longer Than the Two-Week Fermentation of a Typical Ale. The Porters’ Journey Covers The Gamut of Home Brewing, Apprenticeship, Assistant Brewer, Head Brewer, Limited Production and Distribution, Small Business Ownership and Ultimately, the Opening Of Their Own Brewery in Torrance. Over the Past Two Years, The Porters Have Worked Together to Build a Reputation For High Quality and Creative Beers, as well as an Emphasis on Brand Loyalty, Community, and Longevity.
Smog City Brewing Company
Smog City Brewing Company
5:00Adjourn & Reception


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David J. Katz, Program Co-Chair, a partner with Perkins Coie LLP, focuses his practice on corporate finance, international transactions, mergers and acquisitions, SEC compliance for domestic and foreign companies, and business planning. He also specializes in working with companies in the areas of general corporate counseling, strategy, finance, securities, real estate and executive compensation.

Martin Svab, Program Co-Chair, is a member of Haxan Partners LLC, a corporation overseeing Phantom Carriage, a craft brewery and blendery. He was formerly Assistant General Manager and Beer Buyer at Naja’s Place, an iconic establishment in the craft beer industry. In February 2013, he and award-winning brewer Simon Ford begin brewing and building the pipeline for Phantom Carriage’s barrel aging program.

Mario Zepponi, Program Co-Chair, President of Zepponi & Company, has extensive experience performing brand, winery and vineyard valuations, as well as negotiating and structuring purchase, sale and lease transactions.

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.

Julianne A. Henley is Counsel with Perkins Coie LLP in Seattle, in the firm's Trademark and Copyright practice. She counsels clients regarding trademark, copyright, domain name, and related intellectual property matters. Her practice also includes alcohol licensing

Quinton Jay, a Managing Director with Bacchus Capital Management LLC, has 15 years of experience running both boutique and well-known wineries as well as in strategic consulting in the wine and finance industries. He is responsible for sourcing and evaluating potential transactions.

Michael T. McColloch, owner of McColloch Law Firm, concentrates on the legal landscape associated with the manufacture and sale of wine. He has extensive experience in corporate and commercial law, broker-dealer liability, trade secrets, distribution, warranty, international trade and all business tort and contract disputes.

Jonathan Porter is co-founder and head brewmaster for Smog City Brewing Company, a family-run craft brewery. He has been awarded medals in both state and regional competitions, and honed his skills over many years of academic, homebrew, and professional experience.

Laurie Porter is co-founder of Smog City Brewing Company, a family-run craft brewery. She fosters community relationships and builds Smog City’s presence and reputation, overseeing its sales, marketing and distribution.

Michael T. Reynvaan, a partner with Perkins Coie LLP in Seattle, has 30 years of experience in the firm’s Labor & Employment group. He also serves as Chair of the firm’s Wine Industry practice and works with a large number of wine industry clients.


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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 6.5 general CLE 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


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Attorney $525.00
2 or more $500.00
Government / Non-Profit $425.00
New Associate $357.00
Other Professionals $357.00
Other Professionals $325.00
Student $257.00
Printed Materials $125.00
DVD Homestudy $550.00
CD Homestudy $550.00
Materials Download $100.00

Fee Description

Cancellation Policy

We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 2/13/2014.


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This seminar is being held at:
Le Méridien Delfina
530 Pico Blvd.
Santa Monica, CA 90405
Phone: 310-399-9344
Please call the venue for directions/ questions. To reserve a room at a discounted rate please call Kayli at 310-309-8027. Mention THE SEMINAR GROUP.
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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