This course provides an introduction to accounting and finance tailored to the wine industry. Students will learn practical skills in budgeting, forecasting, and financial analysis, with an emphasis on key performance indicators (KPIs) used in the wine business. The course is not designed to provide you with a specialized knowledge of how to account for individual transactions; debits and credits will not be discussed. No prior accounting experience is required, but a general understanding of business and an interest in wine will enhance the learning experience.

This course teaches tasting room leaders how to download data from their POS systems and use AI to generate reports, identify trends, and make decisions that are strategic rather than reactive. No data background required. Just bring curiosity and the desire to lead with more intention.

This course in Wine Club and Tasting Room Management offers a practical overview of building successful Direct-to-Consumer (DTC) wine programs. Designed for winery owners, entrepreneurs, and tasting room staff, it focuses on creating effective wine clubs, delivering engaging customer experiences, and strengthening sales and marketing efforts. Key topics include club design, team leadership, customer segmentation, CRM use, event planning, and daily operations. The course emphasizes understanding customer behavior, improving retention, and increasing conversions, helping participants grow revenue and build strong, lasting customer relationships.