CPA WINERY EDUCATION SERIES
We invite you to deepen and expand your knowledge of wine industry finance, accounting and best practices by attending one of our educational courses. Check out our current and upcoming offerings to make new industry connections, learn about the latest value-added processes and procedures and acquire the tools and knowledge necessary for success.
This education series is designed for professionals at all levels, from newcomers to the wine industry to seasoned executives. Whether you’re a winery accountant aiming for your next promotion, an experienced CFO looking to benchmark your expertise, or a banker, attorney, or CPA seeking deeper industry insights, this series provides valuable knowledge tailored to your needs.
Covering every aspect of the wine business – including production, sales and marketing, finance, and administration – the series offers a comprehensive understanding of winery operations.
Participants are eligible to earn AICPA CPE credits in accordance with NASBA rules and regulations
The series is developed and led by Timothy Allen, CPA, MS Taxation. As the managing director of AWG WIne Advisors, Timothy brings over thirty years of winery finance expertise, including five years with a Big 4 accounting firm, fourteen years in winery finance and operations, and sixteen years managing AWG Wine Advisors.
All classes are taught in person at AWG offices at: 120 Stony Point Road, Suite 230, Santa Rosa CA.
Additionally, you may attend the class remotely by web.
Please visit www.AWGwine.com for information regarding AWG Wine Advisors, a wine CPA firm specializing (a) full service accounting: bookkeeping, accounting, controller & CFO; (b) wine compliance: TTB, ABC, 49 states; (c) attest: audit, review, compilation; and (d) income tax.
August 19, 2025
1A. WINE BUSINESS: VINEYARD, WINERY, SALES & MARKETING
8:00 am – 1:00 pm PST, Tuesday
5 CPE hours total | $275
This class covers all aspects of the wine business excluding accounting & finance, from vineyard through production through sales & marketing, including what happens in each department every day. You will learn the definitions of common terms and acronyms for each department, and how each department impacts accounting & finance. Also, there will be short interviews with a vineyard manager, winemaker and sales professional along with a time for Q&A.
This class will not go into detail about the Accounting and Finance department, that class is 1B. This class will not go into detail about inventory cost accounting, that class is 2. Instead, this class is intended to teach wine industry accountants about the departments they may not be involved in as much.
Instructor: Timothy Allen
September 16, 2025
1B. WINE BUSINESS: FINANCE & ADMINISTRATION
8:00 am – 1:00 pm PST, Tuesday
5 CPE hours total | $275
The job of the winery controller & CFO, including best practices, accounting, financial reporting, finance, mergers & acquisitions.
Instructor: Timothy Allen
October 21, 2025
2. WINE INVENTORY COST ACCOUNTING
8:00 am – 1:00 pm PST, Tuesday
5 CPE hours total | $275
Different cost accounting methods, chart of accounts, bulk wine rollforward vs. standard cost accounting, hands-on walkthrough of cost accounting examples.
Instructor: Timothy Allen
November 18, 2025
3. WINERY BUDGET & FORECAST
8:00 am – 1:00 pm PST, Tuesday
5 CPE hours total | $275
Budgeting, forecasting, cash flow, short-term vs. long-term, software vs. Excel spreadsheet, hands-on examples and templates to take home.
Instructor: Timothy Allen
Timothy Allen – Curriculum Vitae
Education
Master of Science in Taxation, Golden Gate University, September 1993
Bachelor of Arts in Business Economics, UC Santa Barbara, June 1991
Experience
Allen Wine Group LLP, Managing Partner — April 2009 – Present
Kuleto Estate Family Vineyards, President & CFO — Jan 2008 – Mar 2009
Rosenblum Cellars, Chief Financial Officer — Jan 2004 – Dec 2007
Arrowood Vineyards & Winery (Robert Mondavi), Director of Ops & Finance — Oct 2002 – Dec 2003
Sonoma-Cutrer Vineyards, Chief Financial Officer — Nov 1997 – Jun 2002
La Crema Winery (Kendall-Jackson), Controller — Apr 1996 – Oct 1997
Deloitte & Touche LLP, Senior Accountant, Audit & Tax — Jan 1992 – Mar 1996
Continuing Education
Wine & Spirit Education Trust (WSET)
Completed Advanced Certificate and Diploma Level 1 & 2
Certifications & Teaching
CPA: Active California Certified Public Accountant, licensed July 1995
Adjunct Professor, Sonoma State University — Fall 2000 to Spring 2001