August 21, 2018
Napa Valley Marriott
Click Here to Book Your Hotel Room!
The Only Conference Focused on Successfully Deploying Technology Solutions in the Wine Industry.
The Wine Industry Technology Symposium (wiTs) is a conference for winery professionals who implement technology solutions or analyze sales data. This includes IT professionals, marketing managers and DTC managers, as well as general managers, financial managers and winery owners.
This year’s event offers an expanded program which includes:
• Educational sessions covering DATA, IT, and DTC topics
• Roundtables for further discussions with peers
• Technology Showcase featuring top industry providers and solutions
• Hands-On Demonstrations of the latest industry solutions
• Multiple networking opportunities to discuss technology and data issues with other industry professionals
New Date & New Location for 2018!
WITS is returning to its original home at the Napa Valley Marriott in 2018!
Tuesday, August 21, 2018
Napa Valley Marriott
3425 Solano Avenue, Napa, CA 94558
Special Room Rates Available – Book Now
Sleeping rooms are available for the night of August 20 at a discounted rate of $239 + taxes and fees
Schedule Subject to Change
8:00 – 8:45 a.m. BREAKFAST & REGISTRATION
8:45 – 9:00 a.m. WELCOME
9:00 – 9:30 a.m. DTC KEYNOTE – To Be Announced
9:30 – 11:45 a.m. DATA, IT, and DTC Track Breakout Sessions
11:45 – 1:00 p.m. LUNCH
1:00 – 3:30 p.m. DATA, IT, and DTC Track Breakout Sessions
3:30 – 4:00 p.m. Industry Roundtables
4:00 – 4:30 p.m. Wine Tasting Reception
Sessions Subject to Change
DATA Track Breakout Sessions
The Data That Matters: What Data is Available and How It’s Used to Make Decisions
Ian Monat, senior business performance analyst, Moet Hennessy – Moderator
Kristina Gerren, manager of sales and marketing analytics, Foley Family Wines
Cody Jennings, senior vice president, Zepponi & Co.
Brian Lechner, vice president – group client director, Nielsen Research
With a number of sources of sales data available to you, how do you determine which data sets are the most helpful to you and your brands? How can this data be used to effectively benchmark a brand’s performance against a competitor’s? This session will look at all the available source of sales information and discuss how to determine what’s really necessary for your sales teams, as well as how to process that data and make it accessible and useful to the various executives in your business. Learn some of the best ways to maintain, organize and build safeguards to keep your three-tier and direct-to-consumer data clean and useful.
The Future of Data: On-Premise Account Information Reaches the Winery
With the launch of SipSource, wineries are now able to obtain invoice-level data on distributor shipments to on-premise accounts. What does this mean for wineries now that they can access more information about the restaurants, bars and more that are serving their products?
Session in development – Speakers will be announced shortly!
Data Exchanges and Effective Reporting: How to Make Sense of Invoice-level Data
Abbott Wolfe, vice president of commercial growth, Copper Cane Wines & Provisions
Invoice-level data can be incredibly powerful and is a great tool in sales management and planning because it lets a winery handle sales the same way a wholesaler or distributor would. This session will explore ways in which to manage this “firehose” of data with tools that will help you process an enormous amount of information as well as best practices to clean up and manage your winery’s existing database to successfully incorporate this new data.
Price Monitoring and Measurement for the Small- to Mid-sized Winery
Julian Perry, CEO, Wine-Searcher
Jackie Wood, product manager, Gomberg, Fredrikson & Associates
For small and mid-sized wineries with three-tier distribution costly and extensive pricing tools aren’t an option—but there is good news. New, affordable price monitoring tools have reached the market, giving wineries of all sizes the opportunity to better monitor and measure pricing performance in both the retail and wholesale markets. This session will provide attendees a viable option for pricing tools.
IT Track Breakout Sessions
Top Issues Facing the Wine IT World
John Collins, CEO, GreatVines
The wine industry’s leading chief information officers are coming together at WITS 2018 to talk trends, concerns, new products and more. John Collins will give attendees insights into the top five issues CIOs are concerned with and how they plan to adapt their practices to meet a changing world.
How to Build and Sell a Five-Year IT Plan to Your CEO
Shirley Gao, senior vice president and CIO, Young’s Market
What does it take to create an effective and enticing five-year IT plan? Every company is different and has different IT needs, but what are some of the common characteristics of an appropriate and useful plan? Once you’ve built it, how do you sell it to those that control the purse strings?
ERP: Integrating the New Wave of Software
Corey Jellison, director of business operations, Huneeus Vintners – Moderator
A number of solution providers are attempting to enter the wine industry because there is a huge opportunity for vendors in this space. With a number of new products, gadgets and platforms, some solutions are more complicated than others. Many are moving toward Cloud-based solutions and providing a dashboard for nightly data. So what do you really need—and do you need an army of people to implement it?
Defending Your Wine Company Against Cyber Attacks
Eric Jorgensen, president and publisher, Wine Business Monthly – Moderator
Glen Sorenson, IT security engineer, Ste. Michelle Wine Estates
Charlie Lindell, IT manager, Kistler Vineyards
What are the latest threats to your company’s data and server safety, and how do you fight them? Businesses of all sizes are vulnerable and it only takes one unsecured laptop to create a security, finance and PR nightmare. This session will deliver practical, immediately applicable practices to help you conquer new types of attacks and enhance your security systems.
DTC Track Breakout Sessions
Building the Right Software Suite for a Fully-functional and Sales-enticing Website
Melissa Lynch, general manager, ambassador program, Boisset Collection – Moderator
Vicky Farrow, proprietor, Amista Vineyards
Tanya Zumach, digital strategy manager, Argyle Winery
From CRM to website, shopping cart to reservation software, there are a number of solutions for wineries to consider. This year, new all-encompassing solutions have hit the market as well that allow you to build a website that acts a sales tool. What are they and which is the right platform for you? How do you make separate solutions, like your reservation and POS softwares, play nice?
The Digital Advertising Renaissance
Jeff Zappelli, general manager, WALT Wines – Moderator
Ingrid Cheng, digital marketing manager, Rombauer Vineyards
Raquel Royers, associate manager, digital marketing, Trinchero Family Estates
Caleb Cavazos, digital marketing manager, HALL Wines
We’re taking a hard look at the new software that allows you to understand and activate an essential advertising tool. Solutions are available to let you re-target, trace and automate a functioning digital advertising strategy. This is not a review of your social media marketing best practices, but rather a review of digital advertising tools, something wineries of all sizes working under all sales channels need to consider the benefits of.
Data-Smart Selling Decisions: Using a 360-view of the Customer to Boost Sales
Lesley Berglund, co-founder and chairman, WISE Academy
John Musto, sales analyst, Ridge Vineyards
Your CRM gathers data for you, but what do you do with it? This session will look at best practices in collecting, analyzing and presenting customer data to your sales teams, not just in the tasting room but at the retailer as well.
Automating Your Search Engine Optimization
Misty Roudebush Cain, director, direct-to-consumer and marketing, St. Supery
There are new technologies that help automate daily tasks and run analytic reports on your search engine optimization efforts, which will help drive traffic to your website and tasting room. How do you implement and use these systems to your advantage? What solutions are available to help you move to the top of Google’s search and, more importantly, understand whether your efforts are resonating with your online viewers?
Sessions Subject to Change
2018 ADVISORY BOARD
Sachin Amin, Director, Enterprise Application Development & Project Management – Jackson Family Wines
Lesley Berglund, Chairman – WISE Academy
Jeff Caroll, Vice President, Product and Marketing – Compli
Christina Carr, Director of Operations, DTC – Jackson Family Wines
John Collins, President – Great Vines
John Curnutt, Revenue and Systems Specialist – Chateau Montelena
Shirley Gao, SVO, Chief Information Officer – Young’s Market
Corey Jellison, Director of Business Operations – Huneeus Vintners
Eric Johnson, Applications Manager – Ste. Michelle Wine Estates
Melissa Lynch, General Manager | Boisset Collection Ambassador Program – Boisset
Ian Monat, Business Sales Analyst – C. Mondavi & Family
Jon Moramarco, Managing Partner – BW166
Martin Olson – Consultant
Karla Reed, Vice President Information Systems and Technology – Vintage Wine Estates
Misty Roudebush Cain, Director, DTC and Marketing – St. Supery Estate Vineyards & Winery
Michael Saitow, IT Manager – MS Walker
Dale Stratton, VP Strategic Insights – Constellation Wines
Fernando Trejo, Director Information Technology – Duckhorn Wine Company
Wes Wallinger, Sales Finance Manager – V2 Wine Group
Jeff Zappelli, General Manager – WALT