Working in wine and spirits? Accounting for ale? Curious about cannabis? Let us help you craft your practice by demystifying the risks and rewards of these rapidly growing industries at this conference! Customize your conference with multiple CPE tracks. Our nationally-renowned instructors will distill the latest updates into engaging sessions full of local flavor. Connect, share insights, and expand your network with other CPAs from your state and beyond your your field. Open your mind to bold new possibilities in accounting.
Bottles, Brews & Buds is presented by the Alaska, Colorado, Hawaii, Idaho, Montana, Oregon, and Washington Societies of CPAs.
Changes that 2020 brought to each of the industries. Fraud case study and best practices for beer and cannabis industries. Cyber security concerns. Accounting struggles for today’s craft distiller and much more!
Accounting professionals in alcohol and cannabis industry.
Attendees will leave the conference with new insights and an increased understanding of the issues and challenges for accounting in the wine making, brewing, distilling, and cannabis industries.
Thursday, August 5
This session will teach you how to create a Cannabis Risk and Control Matrix (CRCM) that is useful for investors, regulators, auditors, and anyone needing comfort in your unique processes.
A glimpse into a modern craft distillery team and what they need. Explore current distillery-focused accounting and manufacturing softwares available. Explore a best-in-class internal audit of a craft distillery (from TTB compliance red flags to COGS tracking).
A presentation dealing with any potential tax issues, business tips, potential business pit-falls, business suggestions, and business warnings targeted at CPAs working with winery clients, as well as winery owners and management.
Friday, August 6
The processes involved in growing, irrigating, harvesting, blending, and aging wine make this industry a strong candidate for claiming the Research and Development (R&D) tax credit. This tax credit, more commonly known as the Research Tax Credit (RTC), was designed as an incentive for U.S. companies to conduct innovative activities, increase research spending, and keep jobs in America.
There’s big tax revenue to be had in brew and booze and the federal government, states, and some local jurisdictions are collecting. In all, about 40 percent of the retail price of beer goes toward covering applicable taxes, costs that are passed along to consumers in the form of higher prices. The tax cost tied up in spirits is typically higher than other retail products. Join Judy Vorndran, Esq., CPA, and Stacey Roberts, CPA, of TaxOps as they dig into the morass of taxing spirits, brew and wine to help you make sense of it all.
- Allen Lloyd
- Amanda Erven
- Angela Albers
- Bethany Hatef
- Crista Burson
- David Leonhardt
- Donald Snyder
- Ed Perlmutter
- Geni Whitehouse
- Glen Klinkhart
- Gregory White
- James Cox
- Judy Vorndran
- Kathryn Maxson-Landis
- Kathy Castillo
- Kimberly Scott
- Laura Lantz
- Mary Medley
- Nicole Bolton
- Nina Nititadakul
- Ric Rosario
- Roger Goodman
- Sabrina Webb
- Sherri McPherson
- Stacey Roberts
- Stephanie Artino
Amanda Jo Erven, CPA, CIA, CFE is the President and Founder of Audit. Consulting. Education. LLC, a firm specializing in progressive Internal Auditing and management consulting and providing impactful Continuing Professional Education hours to organizations and individuals globally. Jo has her bachelor’s and master’s degrees in Accounting from the University of Georgia. She began her career in public accounting at one of the Big Four firms, experienced traditional accounting positions and directed an Internal Audit function at an international Financial Services organization. Jo provides management and personal development training.
Bethany (Beth) K. Hatef advises clients on a wide variety of regulatory and distribution issues in the alcohol beverage industry.
As a member of the Firm’s Chambers-ranked Alcohol Regulatory & Distribution Group, Beth regularly counsels alcohol industry clients on federal and state requirements relating to the production, marketing, distribution and sale of beer, wine and spirits. She assists clients in negotiating and entering into distribution relationships and provides counsel on the impact of state franchise requirements on supplier-distributor contracts and relations. Beth frequently evaluates and advises clients on the legality of promotional programs and related activities under federal and state trade practice laws and regulations, including tied house restrictions. She often navigates state restrictions on direct-to-consumer deliveries of alcohol beverages.
David Leonhardt is Managing Partner of Seitel Systems, an IT Professional Services firm that has supported businesses in the Puget Sound since 1990. An experienced business leader who holds an MBA from UW as well as an Aeronautical Engineering degree from the University of Illinois, David translates technical challenges into real-world terms that are meaningful to business executives.
Donald Snyder provided leadership, knowledge, and experience to the beverage industry for almost two decades. He earned his BS in Industrial and Manufacturing Systems Engineering (IMSE) from Iowa State University and his MBA from the University of Kentucky. His years in the alcohol and beverage industry include holding senior management roles at the Buffalo Trace Distillery in Frankfort, KY and MGP in Lawrenceburg, IN. At Buffalo Trace Distillery, Donald managed the barrel warehouse, small batch bottling lines, and distribution teams. He automated manual legacy operation tracking systems, documented standard operating processes, simplified the required departmental government reporting processes, and successfully demonstrated full compliance during numerous and regular TTB Audits.
At MGP, Donald managed the logistics of grain sourcing, barrel warehousing, and outbound logistics while implementing an advanced enterprise-wide system to track production, inventory, and TTB compliance.
After leaving MGP he took his experiences and knowledge and created Whiskey Resources LLC and Whiskey Systems Online. Donald created Whiskey Systems Online to help craft distilleries of all sizes with start-up business models and road maps, barrel warehouse management interfaces, intuitive distillery operations tracking tools, automated TTB Monthly Reporting and Compliance systems, and business management solutions. His software systems have been used by more than 400 distilleries of different sizes to help stay in compliance and run their businesses in the most productive and profitable way possible.
In 2020, Donald started a new venture called “Time and Tasks”. This new venture enables Donald to continue to help distilleries maximize their potentials by working directly with each account to personalize their needs. Donald is also able to bring his expertise and consulting tool box to more organizations across multiple industries.
Geni Whitehouse, CPA.CITP, CSPM is the Countess of Communication at Brotemarkle, Davis and Company, where she helps make accounting and business concepts understandable. She is a contributing columnist for for www.theprogressiveaccountant.com and a frequent speaker at events around the country. She is a former software company executive and software industry analyst and a two-time graduate of the Jeff Justice Comedy Workshoppe. As a CPA, she is passionate about finding interesting ways to explain accounting concepts and has discovered an endless supply of formerly boring material. She is a graduate of the University of North Carolina in Chapel Hill, NC.
She is the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard, which offers presentation help to her fellow nerds.
4.96 stars out of 5
“These 2 rock. [They are] prepared and knowledgeable.”
“George & Greg always do a great job! They are always super helpful.” - past attendees
Greg White, CPA, has practiced tax accounting for more than 35 years. He is a founder, shareholder, and President of CPA firm WGN, P.S. in Seattle, which serves a successful entrepreneurial client base. Greg is in his 10th year as an Adjunct Professor at the Golden Gate University’s Seattle Campus where he has taught Taxation of Property, Tax Accounting and Individual Taxation. Greg is licensed to practice in and has argued cases before the U.S. Tax Court. He has been named a “Top 50” IRS Practitioner by CPA Magazine. Greg has extensively presented tax CPE, predominantly on the west coast, over the last decade and has written and presented live courses and webinars for CCH and others nationally. He has presented tax topics in the Pacific Northwest on TV including spots on KOMO TV and King TV.
Katye Maxson-Landis is irreverent, inquisitive, and professionally skeptical of just about everything. She received her Certified Public Accountant credential in 2011 after working in the salt mines of public accounting for 7 years as an auditor and staff accountant and as a bookkeeper for 10 years before that. She is a problem solver, unafraid of a challenge and is hated by her therapist’s Pomeranian. She’s loyal, generous, interested in advancing the application of accounting for the Cannabis industry to a gold standard and prolific in the art of using colorful colloquialism.
Katye received BA’s in both Technical Theatre (Stage Management) and English literature in 1993 from Hastings College in Hastings, Nebraska. She then enjoyed several years of eclectic careers in food service, speaking loudly and bartending, opportunities that liberal arts degrees typically promote. To name a few seemingly unrelated jobs, she owned an electrical contracting business, worked in currency conversion software support for the roll out of the Euro, coordinated an alternative drug court in Multnomah County and ran several indigent criminal defense firms in Portland Oregon, finally, earning a Post Baccalaureate in Accounting from Portland State University.
She is a mother of two vivacious and often opinionated little girls while somehow remaining married for 20 years. In creating Moxy Accounting, she is working to bring balance to the insane timelines of accounting while acknowledging the importance of humor and professional standards. She is a trusted advisor, professional and business educator, enthusiast and highly sought after CPA. Come by for a cup of tea!
Kimberly Scott, CAE, President & CEO effective June 1, 2017, joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. In her most recent role as WSCPA’s vice president of government and member relations, she led the organization’s advocacy efforts with the successful drafting and passage of multiple bills through the Washington State legislature, including a bill that brought $3.3 million to the Washington CPA Foundation. Since 2009, she has also served as executive director of the Washington CPA Foundation. As director of member services from 2002-2013, she led the organization’s membership department and focused on bringing more young professionals into the WSCPA. She holds the Certified Association Executive (CAE) credential. Kimberly is an active volunteer and currently serves as the chair for the Human Services Commission and sits on the Housing Strategy Advisory Committee for the City of Kirkland.
As part of the COCPA leadership team, Mary helps shape the future of the COCPA. Have a question about State Board rules or what the Colorado Department of Revenue is up to? Mary is your go-to. She’s also your resource on legislative issues as well as state and national initiatives. Need someone to facilitate group process or speak on professional issues? Mary can do that. What she doesn’t do is accounting; the COCPA has highly qualified people for that. She describes herself as very, very, very (did we mention very?) particular about doing whatever she and the team do, really well – especially when it comes to member service and support. An avid fan of the arts, Mary always is up for a gallery tour, concert, musical theater production, or good read. Throw in travel, and she’s ready to go.
Ric Rosario became CEO and President of CAMICO (www.camico.com) in 2009. Since then he has seen the company grow from about 7,300 policies to more than 9,000. Prior to becoming CEO, he was executive vice president of risk management, with executive oversight of underwriting, claims, marketing and communications for the company. Rosario joined CAMICO in 1992, primarily focused on CPA risk management, and was promoted to vice president in 1996 and to executive vice president in 2006.
Rosario’s public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start up real estate venture as controller and completed his tenure there as chief financial officer. For many years Rosario was a part-time lecturer on accounting at Notre Dame de Namur University in Belmont, Calif. He earned a bachelor’s degree in accounting at Saint Mary’s College in Moraga, Calif.
Several of his articles have appeared in national publications, and he co-authored the CCH-published books CPA’s Guide to Loss Prevention Practices and CPA’s Guide to Effective Engagement Letters. Rosario is active with many state society and national committees and is a frequent speaker on CPA liability.
Appointed Vice Chair of the House Judiciary Committee in his first term, Roger hit the ground running and has led the legislature to enact a series of important bills, including landmark measures to reduce drunk driving, a major expansion of early childhood education, comprehensive reform of our domestic violence laws, improvements to our court system and measures to help us prepare better for emergencies. Roger is ranked as one of the most effective legislators in the United States, as more than half of the bills he has introduced have been enacted into law. Roger has developed long-lasting and productive working relationships with a wide range of stakeholders to address important policy issues.
Stephanie Artino is a CPA and principal of Artino Business Advisors, a CPA Firm in Bellingham, WA. She has over 20 years of experience in public and private accounting, working with clients across multiple industries. Her focus is advisory, tax and accounting services to the craft beer, construction & real estate industries. Stephanie has a Master Advisor Certification, focusing on human behavior and leadership development. She offers coaching, education and other management advisory services geared to help owners, managers and employees achieve greater results in their business.
Stephanie graduated from Western Washington University with a Bachelor’s Degree in Accounting and minor in Business Administration. Stephanie is actively involved in the Brewers Association, Washington Brewers Guild, Pink Boots Society, Building Industry Association of Whatcom County and serves as a Trustee for the WSCPA Foundation.
Non-Member Price $315.00
Member Price $315.00