Bottles, Brews & Buds Conference 2024 WEBCAST
Overview
Are you passionate about wine and spirits? Do you love accounting for ale? Are you intrigued by cannabis? Join us for a unique learning experience that will help you shape your practice in these booming sectors. Learn from our top-notch instructors who will share the latest insights and trends in lively sessions with a regional twist. Discover the exciting opportunities that await you in accounting.
This event is a collaborative production of Alaska, Colorado, Idaho, Montana, Oregon, and Washington State Societies.
Highlights
- Cost accounting
- Tax and legal considerations
- Tech stack solutions
Prerequisites
Basic understanding of accounting and financial practices.
Designed For
Whether you are a CPA, a financial advisor, a bookkeeper, or any other professional who works with numbers, you will find value in our program that covers the cannabis, wine, brewing, and distilling sectors. These are some of the most dynamic and profitable industries in the world, and we will help you navigate their complexities and opportunities.
Objectives
You will gain fresh perspectives and a deeper knowledge of the accounting matters and hurdles in the wine, brewing, distilling, and cannabis sectors.
Notice
NOTE: Season Tickets and Coupons are not applicable for this conference, as it is a collaborative production of Alaska, Colorado, Idaho, Montana, Oregon, and Washington State Societies.
Leader(s):
- Kathryn Maxson-Landis
- Marissa Testori, Perkins & Co PC
- Ronald Seigneur, Partner, Seigneur Gustafson LLP
- Suzi Ochoa, Managing Member
Leader Bios
Kathryn Maxson-Landis
Katye received her Certified Public Accountant (CPA) credential in 2011, after working in public accounting for seven years as an auditor and staff accountant. Prior to that, she worked as a bookkeeper and business administrator for 13 years. Katye’s greatest strengths are her experience and perspective; she can relate not only to her clients’ managerial challenges, but also to those of their staff on the front lines and back rooms of retail and bookkeeping. A champion of fiscal literacy and best practices for the cannabis industry, she brings more than 20 years of experience in accounting, bookkeeping, and administrative solutions for small businesses with a variety of structures.
As the Lead Educator for The Moxy Accountant, she has led workshops hosted by the National Accounting and Finance Show, Oregon and Washington Society of CPAs, and the Western CPE in Montana. Katye’s clients and colleagues appreciate her blend of humorous irreverence, professional inquisitiveness, and intellectual skepticism for just about everything. Both inside and outside of the office, Katye is a co-parent, spouse, educator, mentor, ally, advisor, and friend.
Katye has been featured in:
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Marijuana and Tax: The Dark Reality of Cannabis Taxation | Bloomberg Law (https://news.bloomberglaw.com/daily-tax-report/marijuana-and-tax-the-dark-reality-of-cannabis-taxation)
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Cash, Cannabis, and Client Education with Katye Maxson-Landis | Karbon HQ (https://karbonhq.com/resources/cash-cannabis-client-education-katye-maxson-landis-moxy-accounting/)
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Integrity Wins in Cannabis Accounting | CPA Trendlines (https://cpatrendlines.com/2019/09/12/integrity-wins-in-cannabis-accounting/) Accounting Marketing Doesn’t Suck (https://open.spotify.com/episode/58J3ovfzMN2j5vaKy7cxu1?si=v5p0V3D9T9if7G7EpTf5vw&nd=1)
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How to Adapt Your Cannabis Business to 280e | YouTube (https://www.youtube.com/watch?v=YZYO7z4PqZ8)
Marissa Testori, Perkins & Co PC
Marissa is an Audit Senior Manager in Portland, Oregon at Perkins & Co. She provides audit and accounting services to companies in the manufacturing and distribution, food and beverage, real estate, technology, and non-profit industries.
Ronald Seigneur, Partner, Seigneur Gustafson LLP
Ron is Managing Partner of Seigneur Gustafson LLP in CO. He has over 30 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA, state bar associations and the Environmental Protection Agency. He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver Daniels College of Business where he teaches Valuing a Business. Ron is an author and lead instructor of the Association of Legal Administrator’s national Law Firm Management Essentials training program. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. He is co-author of the 1300+ page treatise on business appraisal titled Financial Valuations: Applications and Models; Reasonable Compensation; Application and Analysis for Appraisal, Tax and Management; The Cannabis Industry Accounting and Appraisal Guide; and the soon to be released, Financial Expert Guide for Family Law Judges and Attorneys. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors. Ron has co-authored 3 books, including The Cannabis Industry Accounting and Appraisal Guide. He is an adjunct professor at the University of Denver and a speaker on professional practice issues.
Non-Member Price $349.00
Member Price $349.00