LODI VINEYARD AND WINE ECONOMICS SYMPOSIUM

The economic and financial conference for growers and wineries in Lodi and surrounding regions.

VIP Dinner at Michael David Winery – June 26, 2019

Wine and Roses Conference Center – June 27, 2019

TO REGISTER – CLICK HERE!

Sponsorship information: Contact Waunice at worchid@winebusiness.com

SPONSORS

2019 PROGRAM

VIP DINNER at MICHAEL DAVID WINERY

Wednesday June 26th, 2019

6:00pm Reception, Dinner at 7:00pm

Join us at MICHAEL DAVID WINERY to network with VIP attendees, speakers and key members of the Lodi wine industry to kick off the fourth annual Lodi Vineyard and Wine Economics Symposium. An elegant dinner prepared by the Wine & Roses culinary team. Dinner is an additional $150 per person (not included in conference registration).

LODI VINEYARD AND WINES SYMPOSIUM

Wines and Roses Conference Center – Lodi, California

8:00 a.m. – 8:30 a.m. REGISTRATION AND CONTINENTAL BREAKFAST

8:30 a.m. – 8:45 a.m. WELCOME AND INTRODUCTIONS

Eric Jorgensen, president, Wine Business Communications

Stuart Spencer, executive director, Lodi Winegrape Commission

8:45 a.m. – 9:30 a.m. ECONOMIC TRENDS DRIVING THE GREATER LODI AG REGION

The Fourth Annual Lodi Vineyard and Wine Economics Symposium will open with results from the 2019 Survey of Vineyard Economics Issues and Trends in Lodi.

Brad Alderson, wine industry veteran and advisor

9:30 a.m. – 10:15 a.m. THE CONTINUING EVOLUTION OF THE WINE MARKET

Larger wineries come to Lodi for their lower priced wines: How to get unstuck from the under $10 market and how to choose better partners. Total beverage alcohol sales will be reviewed, including imports and exports.

Jon Moramarco, managing partner, bw166 LCC

10:15 a.m. – 10:45 a.m. NETWORKING BREAK

10:45 a.m. – 11:45 a.m. THE ART OF NEGOTIATION

What are the stepping stones for growers to increase prices? What are some of the best practices for communicating with buyers and the media? This session’s discussion will seek to answer these questions and present a wide range of other topics and tools to help you become not just a grape grower, but a wine grower.

Randy Caparoso, editor-at-large, The Somm Journal; contributing editor, The Tasting Panel; editor, Lodiwine.com – moderator

Scott Gerien, Esq., partner, Dickenson, Peatman & Fogarty

Robb Felder, director, Grower Relations, Trinchero Family Estates

Dr. Jan Krupp, proprietor, Krupp Brothers Winery (formerly owned Stagecoach Vineyards)

Jeff Pisoni, winemaker, Pisoni Vineyards

Ann Kraemer, vineyard manager, Shake Ridge Ranch

11:45 a.m. – 1:00 p.m. LUNCH

1:00 p.m. – 1:45 p.m. HOW CAN LODI BETTER COMPETE IN THE E-COMMERCE MARKETPLACE

How do you create an online experience that’s on-brand and tells your story, while focusing on e-commerce sales and nurturing your wine club? Editor Andrew Adams will dive into DTC insights, overall market statistics, and some of the new tools Wines Vines Analytics has built—all help winery owners make informed decisions. Geni Whitehouse will discuss the biggest technology challenges in automation and how to choose the right software for your business, while Meg Barkley from Clif Family Winery will tell her story of building a brand, generating a buzz and how to get people through the door.

Andrew Adams, editor, Wines Vines Analytics – moderator

Geni Whitehouse CPA, Brotemarkle Davis & Co, Lecturer, Wine Business at Sonoma State, WISE Academy Instructor

Meg Barkley, director, Experience and Partnerships, Clif Family Winery

Aubrey Terrazas, co-founder, OMvino

1:45 p.m. – 2:30 p.m. HOW LODI WINES RELATE TO THE BIG PICTURE OF CALIFORNIA WINES?

Jim Gordon, editor-at-large, Wine Business Monthly

Jennifer Estevez, advanced sommelier, CMS, VennClub.com; founder, OMvino

2:30 p.m. – 3:30 p.m. COST CONTAINMENT, LABOR AND MECHANIZATION: HOW TO KEEP YOUR BUSINESS PROFITABLE

There are a number of measures you can take to keep your vineyard and/or winery on track as a business. This session will look at strategies, tools and other options to consider when planning for the future of your business. Panelists will also debate whether premiumization is a strategy, and which companies can use it to reach new heights.

Craig Ledbetter, partner, Vino Farms – moderator

Rodney Schatz, owner, Peltier Winery

Jeremy Murdock, staff research associate – cost studies, UC Agricultural Issues Center

Justin Leigon, viticulturist, Pina Vineyard Management

3:30 p.m. – 4:30 p.m. WINE RECEPTION

ADVISORY BOARD

Brad Alderson

wine and winery consultant

Learn More About Brad

Brad Alderson has spent the last 35 years promoting a vision for wines of style, personality and quality that would stand with great wines of the world, and has been to accomplish this first as the founding winemaker of Robert Mondavi’s Woodbridge Winery and then as a vice president and general manager for Robert Mondavi. After leaving Woodbridge at the end of harvest in 2007 he is now working as an advisor on wines, winemaking and winery operations for wineries both in Lodi and in other wine regions. Alderson also authored the petition for establishing the Lodi appellation, and in 1986, Lodi was recognized as one of the first American Viticultural Areas (AVA) in California.

Amy Blagg

Lodi Grape Growers

Learn More About Amy

Coming soon!

Stephanie Bolton

Lodi Winegrape Commission

Learn More About Stephanie

Dr. Stephanie Bolton leads grower research, education and communications at the Lodi Winegrape Commission, along with the LODI RULES Sustainable Winegrowing Program.  In her position at the Commission, Bolton provides targeted and daily support to Lodi winegrape growers in the areas of advanced grower education and outreach, marketing and promotions of the region’s diverse winegrapes, and viticultural research and sustainability programming, including Lodi’s world-renowned LODI RULES sustainable winegrowing certification program. Bolton’s role is key in facilitating effective communications for progressive grape growing among the 750 farmers in the community.

Bruce Fry

Mohr-Fry Ranches

Learn More About Bruce

Coming soon!

Craig Ledbetter

Vino Farms, LLC

Learn More About Craig

Coming soon!

Clifford Ohmart

SureHarvest

Learn More About Clifford

Dr. Cliff Ohmart is a recently retired senior scientist with SureHarvest, a food and agriculture sustainability information and technology company. Ohmart worked with clients to design, develop and implement sustainability programs for many cropping systems including winegrapes, cherries, cut flowers and almonds. He was principle research scientist for CSIRO Division of Forest Research in Australia for 13 years, an IPM consultant for 7 years in orchard crops, and sustainable winegrowing director at Lodi Winegrape Commission for 14 years developing a world renowned sustainable winegrowing program. Dr. Ohmart received a B.Sc. degree in forest biology from the SUNY College of Environmental Science and Forestry and a Ph.D. in entomology from the University of California, Berkeley.

Galen Schmiedt

Wilbur-Ellis

Learn More About Galen

Coming soon!

Stuart Spencer

Lodi Winegrape Commission

Learn More About Stuart

Stuart Spencer was appointed executive director of the Lodi Winegrape Commission in April 2018. Spencer had previously served as the program manager for the Lodi Winegrape Commission since 1999, working to raise the awareness of the Lodi wines and grapes. In that role, Spencer has been responsible for guiding many of Commission’s successful efforts including the Lodi Wine & Visitor Center, Wine & Chocolate Weekend, ZinFest, the Lodi Rules for Sustainable Winegrowing and many other endeavors. Spencer has extensive knowledge on the history of wine and grape growing Lodi, and is the Commission’s principal spokesperson.

Ken Wilson

Wilson Farms

Learn More About Ken

As a third-generation farmer, Ken Wilson grew up in Clarksburg and attended local schools there. He started growing grapes in 1972 at Wilson Farms while attending a one-year Viticulture 101 course as an extension student at UC Davis. Wilson started with 60 acres and now farms more than 1,000 acres. While he saw many changes over the decades, Wilson’s vineyards have always been trellised for machine harvesting from the beginning. He started with Zinfandel and Barbera and now grows 12 different varieties today.

SPEAKERS

Andrew Adams

editor, Wines and Vines Analytics

Learn More About Andrew

Coming soon!

Brad Alderson

wine industry veteran and advisor

Learn More About Brad

Coming soon!

Meg Barkley

director, Experience and Partnerships, Clif Family Winery

Learn More About Meg

Coming Soon!

Randy Caparoso

editor-at-large, The Somm Journal; contributing editor, The Tasting
Panel; editor, Lodiwine.com – moderator

Learn More About Bruce

Coming soon!

Jennifer Estevez

advanced sommelier, CMS, VennClub.com; founder, OMvino

Learn More About Craig

Coming soon!

Robb Felder

director, Grower Relations, Trinchero Family Estates

Learn More About Robb

Coming soon!

Scott Gerien, Esq.

partner, Dickenson, Peatman & Fogarty

Learn More About Jeremy

Coming soon!

Jim Gordon

editor-at-large, Wine Business Monthly

Learn More About Jim

Coming soon!

Eric Jorgensen

president, Wine Business Mothly

Learn More About Galen

Coming soon!

Ann Kraemer

vineyard manager, Shake Ridge Ranch

Learn More About Ann

Coming soon!

Dr. Jan Krupp

proprietor, Krupp Brothers Winery (formerly owned Stagecoach Vineyards)

Learn More About Jan

Coming soon!

Craig Ledbetter

partner, Vino Farms – moderator

Learn More About Craig

Coming soon!

Justin Leigon

viticulturist, Pina Vineyard Management

Learn More About Justin

Justin Leigon’s professional career in the wine industry began in 2004 with wine production, then moving on to earn his BS in viticulture and enology from UC Davis. Prior to joining Piña Vineyard Management in his current role as viticulturist, Leigon gained experience through working harvests at ultra-premium wineries such as Colgin Cellars and Caldwell Winery. In 2006, he went abroad to Australia to expand his knowledge of wine styles from around the globe.

Jon Moramarco

managing partner, bw166 LCC

Learn More About Jon

Coming soon!

Jeremy Murdock

staff research associate, Cost Studies, University of California Davis, Agricultural Issues Center

Learn More About Jeremy

Coming soon!

Jeff Pisoni

winemaker, Pisoni Vineyards

Learn More About Jeff

Coming soon!

Rodney Schatz

owner, Peltier Winery

Learn More About Rodney

Coming soon!

Stuart Spencer

Lodi Winegrape Commission

Learn More About Stuart

Stuart Spencer was appointed executive director of the Lodi Winegrape Commission in April 2018. Spencer had previously served as the program manager for the Lodi Winegrape Commission since 1999, working to raise the awareness of the Lodi wines and grapes. In that role, Spencer has been responsible for guiding many of Commission’s successful efforts including the Lodi Wine & Visitor Center, Wine & Chocolate Weekend, ZinFest, the Lodi Rules for Sustainable Winegrowing and many other endeavors. Spencer has extensive knowledge on the history of wine and grape growing Lodi, and is the Commission’s principal spokesperson.

Aubrey Terrazas

co-founder, OMvino

Learn More About Aubrey

Coming soon!

Geni Whitehouse

CPA, Brotemarkle Davis & Co, Lecturer, Wine Business at Sonoma State, WISE Academy Instructor

Learn More About Geni

Coming soon!