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 in Taxation. As the managing partner of Allen Wine Group, 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 fourteen years at the helm of Allen Wine Group.
We are the experts you can trust to maximize your winery’s growth and success.
We utilize our extensive financial and work experience in the wine industry to help you chart the best course for your business.
120 Stony Point Road Suite 230
Santa Rosa, CA 95401
Brent is a seasoned professional with a wealth of experience in the wine industry, having worked extensively with both small and large wine companies. Presently, he collaborates with closely held private wineries, providing fractional controller and CFO services that cater to their unique needs.
Brent's career journey has been marked by a diverse range of experiences. He began at Moss Adams, where he closely partnered with wineries and food manufacturing companies in California and across the United States. In this role, he delivered assurance and a spectrum of professional services to a variety of privately held companies, honing his expertise in the field.
Subsequently, Brent transitioned into multiple financial roles within both large wine enterprises and small, family-run businesses. This varied background equips him with a distinctive perspective, allowing him to contribute significant financial and operational value to the clients he serves.
Brent's professional ethos revolves around building strong client relationships and helping them navigate the dynamic and ever-evolving wine industry. His deep-rooted understanding of the sector makes him a valuable asset in steering wine businesses toward continued success.
Timothy Allen, CPA, managing partner of Allen Wine Group, has more than thirty years of winery finance experience, including five years with a Big 4 CPA firm, fourteen years working in operations and finance at wineries, and fourteen years leading Allen Wine Group.