The 4th annual
Wine Industry Technology Symposium™

July 14 & 15, 2008
Marriott Napa Valley 

WITS 2008 offered 12 incredible breakout sessions. For each session we clarify if the content is more advanced [A] or if it applies to everyone [E]:

General Session: Hot Topics in Technology & Wine

8:30am-10:30am

Welcome Remarks

J. Smoke Wallin, WITS Co-Chair

Innovations & Change in the Global Supply Chain. [E]
Our first session explores advances in supply chain leadership, led by category expert Ben Gordon. Ben is Managing Director of BG Strategic Advisors, a leading firm providing supply chain companies with CEO-level advisory services in the areas of strategy, technology and finance.

Ben Gordon, BG Strategic Advisors

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Breaking Through to On-Premise Customers. [E]
Can e-mail really drive wine sales for full service restaurants? On-premise customers respond with resounding YES. Guest speaker Scott Shaw, founder of Fishbowl, a leader in online marketing for restaurants, with over 28,000 restaurants and a cumulative opt-in database of over 25 million consumers, will share successful case studies and explore how wineries and distributors can leverage this rapidly growing medium to help grow their own sales.

Scott Shaw, Fishbowl Marketing

CIO & CEO Group Therapy. [E]
What CIOs say and what management hears (and visa versa). Can we ever speak the same language?

Moderator: Jack Irby, Folio Wine Partners; Panelists: Mike Faith, Headsets.com; Nick White, Headsets.com; Harish Ramani, Constellation Brands; Chris Edwards, WTN Services; Rich Minns, WTN Services & 1-800-Flowers.

Content Overview

Lesley P. Berglund, WITS Co-Chair

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Track 1: Technology Leadership

Session I
10:45am-12:00pm

Exploring the Spectrum of Technology Outsourcing Strategies. [E]
Understanding pros & cons along the continuum . . . from ASP, to software as a service to full outsourcing solutions.

Moderator: Mike Deverell, Deloitte Consulting - Retired Partner; Panelists: Dan McGrath, Systime; Ashish Goel, Deloitte Consulting; Nancy Berkowitz, Dimensional Insights; Sarah Elliman, Cephrus.

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Session II
2:15pm-3:30 pm

Going Green in IT. [A]
The wine industry is proud to be leaders in sustainability and every department does its share. Explore the best in green technology solutions.

Moderator Bob Barnes, F. Korbel & Bros.; Panelists: Jack Clare, Constellation Brands; David Beck, F. Korbel & Bros.; Frank Wilhelm, Wente.

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Session III
3:45pm-5:00pm

Creating a Successful Program Management Office. [E]
Event the most exciting technology projects are only as good as their implementation. An in-depth look how a successful PMO works.

Moderator: John Lynch, Foster’s Wine Estates Americas; Panelist: Greg Binon, Project Management Consultant.



Track 2: Consumer Direct Sales

Session I
10:45am-12:00pm

Keeping it Safe & Legal . . . Latest Tools & Trends in Consumer Direct Compliance. [E] A look beyond DTC shipping, challenges include PCI security compliance and more.

Moderator: Jeff Carrol, ShipCompliant; Panelists: Rachel Matteo-Boehm, HRO Law; Terry Ramos, Qualys; Eric Johnson, Ste. Michelle Wine Estates.

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Session II
2:15pm-3:30 pm
Strength in Numbers. [E]
Using metrics to drive direct sales programs and manage successful consumer direct organizations.

Moderator: Mack Schwing, WISE Academy; Panelists: Jeremy Benson, Benson Marketing Group; Matt Wood, Icon Estates; Dan Michael, E & J Gallo.

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Session III
3:45pm-5:00pm
Wine 2.0, the Results Show. [A]
We have heard all the hype. Now what have we learned? What really works? Come join the next generation of online marketers for a lively discussion.

Moderator: Joel Vincent, Open Wine Consortium; Panelists: Jill Bernheimer, Domaine547.com; Josh Hermsmeyer, Capozzi Winery & Pinotblogger.com; Jeff Stai Twisted Oak Winery; Tim Elliot, WineCast.net & Acanmedia.com.


Track 3: Trade Sales & Marketing

Session I
10:45am-12:00pm

Supply Chain Thought Leadership in Action. [A]
Explore more of the advances introduced during our general session.

Moderator: Ben Gordon, BG Advisors; Panelists: Alan C. Thomas, Deloitte Consulting; Walt Blum, NVL; Dean Frew, Xterprise; Duane Williams, Boston Consulting Group.

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Session II
2:15pm-3:30 pm
Successful Two-Tier (Direct-to-Trade) Sales Strategies. [E]
Helpful tools for wineries who sell directly to retailers & restaurants.

Moderator: Andrea Johnston, Inertia Beverage Group; Panelists: Peter Granoff, Ferry Plaza / Oxbow Wine Merchant; Kenneth Rochford, Medlock-Ames Winery; Cristin Castro, Impressa.

Session III
3:45pm-5:00pm

Selling to National Accounts (101). [E]
For wineries just getting started, or considering selling to chains for the first time, don’t miss this session!

Moderator: J. Smoke Wallin, Taliera Holdings; Panelists: Brian Lechner, The Nielsen Company; Duane Williams, Boston Consulting Group; Dean Frew, Xterprise.



Track 4: Vineyard & Winery Operations

Session I
10:45am-12:00pm

Grape Management - From Contract to Crush Pad. [E]
With more and more data systems available, this session will review some of the best technology practices in grape management.

Moderator: Herbert Klein, Oracle; Panelists: Maggie Huffman, Foster's Wine Estates America; Bruce Phillips, Constellation Brands; Garrett Buckland, Premiere Viticultural Services.

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Session II
2:15pm-3:30 pm
Blend Management - From Scale House to Warehouse. [A]
Exploring new tools and best practices in blend management.

Moderator: Paul Ahvenanian, F. Korbel & Bros.; Panelists: Brian Smith, Vinovation; Michael McNeill, Hanzell Vineyards; Maggie Huffman, Foster's Wine Estates America.

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Session III
3:45pm-5:00pm

Green Technology Advances in the Vineyard. [E]
Explore some of the best green vineyard practices based on technology solutions.

Moderator: Nick Frey, Sonoma County Wine Grape Commission; Panelists: Pam Mitchell, SureHarvest; Julie Nord, Nord Coast Vineyards.

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