Mastering Planning & Budgeting Intensive #204 - Wine Industry Sales Education
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Mastering Planning & Budgeting Intensive #204


Course Overview

Part of the WISE Leadership Series, this is a one day crash course that focuses on the process of effective budgeting for all DTC channels (Tasting Room, Wine Club, Online, Events, etc.) focusing on metrics, understanding DTC financial statements, bottom-up assumptions and gaining team buy-in. After the one day course, a follow up two hour session is included to address the individual’s specific budget in a private, confidential setting. This course is foundational to all WISE Level III DTC Leadership coursework. At the end of the day, participants will have the tools they need to create realistic budgets that are connected to business and operational goals.

This course covers the following topics:

  • Connection vision and strategy to actions
  • Creating a actionable budget
  • Building budgets from the bottom up
  • Working with long range budgets and rolling forecasts

Instructors: Liz Mercer
Cost: $990
Prerequisite: Wine Management #201 or Demystifying Finance & Accounting #203

Course Content

Time: 8 hours

Curriculum is empty

Upcoming Schedule


Having grown up in the Napa Valley, Liz always knew it would be her forever home. She spent eight years in the mid west (Detroit), before coming home to roost. With a unique background having a degree in Finance & Business Management, and 18 years’ experience in Direct to Consumer Experience marketing, she approaches the multiple needs of the business balancing the business and guest needs. Her career includes time with Diageo and Pernod Ricard, followed by nearly six years with Gallo, and to a small family owned luxury brand. Liz is now the General Manager of Bluxome Street Winery, an urban winery located in the SOMA neighborhood of San Francisco. Liz can relate to the challenges faced by large, publicly traded wineries, corporate family owned wineries, and to smaller family owned brands. That breadth of experience has allowed Liz to see how different strategies work for different brands and implement the right solution. She is also an active contributor and instructor for the WISE Academy, which seeks to grow the skills of DTC professionals and managers at all levels across the country.


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Who Should Take This Course?

The budgeting boot camp is designed for the manager as a contributor for their channel’s budget who is new to budgeting or as a refresher for those about to embark on the budgeting process.