PROGRAM

24th Annual Central Coast Insights

March 19, 2018 – VIP Dinner – Vina Robles Winery Paso Robles, California

March 20, 2018 – Allegretto Vineyard Resort – Paso Robles, California

8:00 – 8:30 a.m. REGISTRATION

8:30 – 8:45 a.m. WELCOME & SURVEY RESULTS

Eric Jorgensen, publisher, Wine Business Monthly

Erin Kirschenmann, senior editor, Wine Business Monthly

8:45 – 9:15 a.m. THE PERCEPTION OF CENTRAL COAST WINES IN THE MARKET

Debbie Zachareas, owner/partner and wine buyer, Ferry Plaza Wine Merchants

Central Coast wines continue to receive acclaim, but how are they perceived among wine buyers and consumers? With an emphasis on quality, how can Central Coast wines compete on restaurant wine lists and on the retail shelf? Learn more about the perception of the region’s wines from the buyer of the Bay Area’s leading wine shop, Ferry Plaza Wine Merchant.

9:15 – 10:00 a.m. STATE OF THE WINE INDUSTRY

Stephen Rannekleiv, global sector strategist – beverages, Rabobank

How will Central Coast wines compete in 2018? What are current the trends? How can producers optimize opportunities? And how will Central Coast wines best compete for market share? Global beverage expert Stephen Rannekleiv will share research on the state of the wine business as well as tips for success.

10:00 – 10:30 a.m. MORNING BREAK

10:30 – 11:30 a.m. CASE STUDIES OF CENTRAL COAST MERGERS AND ACQUISITIONS

George Coope, senior director of strategy & analysis, Zepponi & Company – Moderator

Zach Rasmuson, chief operations officer, Duckhorn Wine Company

The Central Coast is the latest region of focus for winery and vineyard sales. As owners evaluate expansion opportunities, succession and retirement plans and marketplace competition, the buying and selling of wineries and vineyards is likely to continue. This is your chance to learn about recent transactions on the Central Coast.

11:30 – 12:15 p.m. CENTRAL COAST BULK AND WINE GRAPE MARKET

Audra Cooper, broker, Turrentine Brokerage

William Goebel, broker, Turrentine Brokerage

Examine the trends of the bulk wine and grape market. How is the Central Coast positioned? What challenges lie ahead and how can Central Coast producers compete?

12:30 – 1:30 p.m. NETWORKING LUNCH

1:30 – 2:15 p.m. SELECTING, EVALUATING AND WORKING WITH DISTRIBUTORS

Skylar Stuck, director of sales, Halter Ranch Vineyards – Moderator

Lorraine Alban, president, J & L Wines

Kimberly Jones, owner, Kimberly Jones Selections

Craig Schisler, regional sales director, Southern Glazer’s Wine & Spirits

What does collaboration between wineries and distributors mean? How do you evaluate a distributor? Hear from a panel of distributors and an industry veteran in a discussion that provides tips and insights to succeed in the competitive three-tier system.

2:15 – 3:00 p.m. TIPS FOR ESTATE AND SUCCESSION PLANNING

Fred Bogart, principal, Glenn Burdette

Dallas Mosier, attorney, Carmel & Naccasha

What’s the exit strategy for your business? Will you pass it on to the next generation? Will you sell? Experts will help begin thinking about options and ways to evaluate what works best for your business in this session.

3:00 – 4:00 p.m. EXPECTING THE EXPECTED: HOW TO PREPARE FOR THE COMING YEARS

Cynthia Lohr, co-owner, trade and brand advocate, J. Lohr Vineyards & Wines – Moderator

Nicholas Miller, vp sales and marketing, Thornhill Companies

Matt Steel, general manager, JUSTIN Vineyards & Winery

Josh Baker, winemaker and general manager of production, Phase 2 Cellars

Understanding the challenges our industry faces is crucial in developing strategies for winery success. CCI has brought together a panel of industry thought leaders to discuss concerns and issues the wine industry should be looking at in the years to come. This thought-provoking, think tank style seminar will cover topics from increasing cost of goods to labor needs, sales and marketing to conjunctive labeling and more.

4:00 – 6:00 p.m. WINE RECEPTION