How to Perform a Successful Business Performance Assessment

Start time:
April 6, 2023 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Shannon Reddy, Moss Adams, (303) 294-7725
Cost to attend:
Complimentary

Join us for our webcast, How to Perform a Successful Business Performance Assessment. We’ll explain the process of performing a high-level business performance assessment (BPA) for wineries and address other topics, including:

  • How we work with a management team to identify key challenges and opportunities for your business
  • How to set the stage for next steps after a BPA
  • Key performance indicators (KPI) wine industry executives should track
Register

Speakers

Bill Vyenielo, Senior Business Consultant

Bill has worked with clients in the wine industry for more than 25 years and has been solving operational challenges for vineyard and winery clients since 2006. He works with owners and managers to successfully develop and manage their winery operations and build their brands, providing guidance in strategic planning, sales and marketing, and winery and vineyard production and development. Prior to joining Moss Adams, Bill held executive management positions leading and running estate winery operations ranging from start-ups and turnarounds to highly successful winery businesses.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Business Management & Organization: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to explain the BPA process we follow; define KPIs for finance, sales and marketing, and operations teams; and describe an example of how a vineyard owner addressed margin squeeze.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Shannon Reddy at (303) 294-7725 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

How Wineries, Breweries, and Distilleries Can Claim the R&D Tax Credit
Commonly Missed Fixed Asset Tax Opportunities for Wineries and Vineyards

Applicable Industries

Wine, Beer & Spirits