EVENT
2023 Sovos ShipCompliant Wine Summit
Event Summary
The Sovos ShipCompliant Wine Summit is the premier conference for winery compliance, hospitality and owner/operator professionals. The Wine Summit gathers winery professionals for one-and-a-half days of hands-on user training, learning, networking, one-on-one Sovos ShipCompliant staff interaction, and more! Register Now
April 19-20, 2023
Napa Valley Marriott
#WineSummit
What attendees can expect from the Wine Summit:
Updates on the latest regulations impacting the wine industry
Sessions focused on marketing, hospitality and customer experience
Strategies for innovation and growth
ShipCompliant product news and user training
Networking and inspiration!
2023 Agenda
Wednesday, April 19
12:00pm - 1:00pm
Registration
1:00pm - 1:50pm
General Session: ShipCompliant Modernization Updates
Lexie O’Neill, Product Management Director, Sovos ShipCompliant
Sovos ShipCompliant is making major investments in our product to ensure that ShipCompliant remains the most accurate, most stable and most reliable beverage alcohol compliance solution for you. This session will provide an inside look at these changes, how they affect your account, and our roadmap for future updates.
1:50pm - 2:00pm
Break
2:00pm - 2:45pm
Breakout Session: A Beginner’s View into ShipCompliant
August Otto, Sales Engineer II, Sovos ShipCompliant
If you are new to ShipCompliant or want a refresher on the basics, join us for keys to managing your account, working with Support and how to handle common scenarios that users may encounter.
2:00pm - 2:45pm
Breakout Session: Understanding Order Fulfillment
Anthony Orig, Senior Technical Partner Manager, Sovos ShipCompliant
Sally Kruger, Associate Product Manager, Sovos ShipCompliant
Learn about the life cycle of orders in ShipCompliant. We’ll talk about the differences in daily, pick-up and club orders, how integrations with partners improve the fulfillment process, as well as tracking those orders.
2:45pm - 3:00pm
Break
3:00pm - 3:50pm
General Session: Reporting Tips & Tricks
Hannah Nicosia, Compliance Services Associate, Sovos ShipCompliant, Joe Carlson, Technical Account Manager, Sovos ShipCompliant
Learn the five best tips on reporting for your DtC and wholesale accounts, including managing fix prompts and report errors. At the end, we’ll cover AutoFile, breaking out the user’s role with your account and where our team automates processes for you.
3:50pm - 4:00pm
Break
4:00pm - 4:50pm
Breakout Session: Market Ready & LabelVision
Aidan Landen, Product Manager, Sovos ShipCompliant
August Otto, Sales Engineer II, Sovos ShipCompliant
Get to know these ShipCompliant solutions! Market Ready simplifies go-to-market complexities with automated project management and real-time government integration, while LabelVision helps you streamline the research required to grow your brand. Learn how to get products to market efficiently, research trademarks and stay ahead of competitive trends.
4:00pm - 4:50pm
Breakout Session: Delivery Management Software
Sally Kruger, Associate Product Manager, Sovos ShipCompliant
Learn how Delivery Experience, ShipCompliant’s delivery management solution, allows you to effectively manage your customers’ shipping experience to achieve delivery success on the first attempt and minimize expensive, frustrating returns.
5:00pm - 6:00pm
Welcome Reception
Thursday, April 20
7:30am - 8:30am
Registration and breakfast
8:30am - 9:00am
Opening Session: Sovos ShipCompliant Updates
Larry Cormier, Sovos ShipCompliant
Lexie O’Neill, Sovos ShipCompliant
Sovos ShipCompliant’s Larry Cormier will look back at the accomplishments and challenges faced by our clients and partners across the past year, from movements in the regulatory environment to the impacts of an inflationary economic climate on consumers and the industry as a whole. Lexie O’Neill will review the front- and back-end modernization work underway in the ShipCompliant suite of solutions and shed light on what’s ahead for the product in the coming months.
9:00am - 10:00am
Opening Keynote: Cannabis Industry Trends and Impacts on the Wine/Alcohol Industry
Arun Kurichety, Petalfast
The cannabis industry is estimated to reach over $31.8 billion in annual sales by the end of 2023. But, similar to the alcohol/wine industries coming out of prohibition in the 1930s, the cannabis industry has experienced its share of growing pains. Significant regulatory hurdles and complex distribution models make it difficult for brands to compete and scale. Many of the learnings from alcohol following Prohibition will influence the cannabis industry. Additionally, the growing interest and popularity of cannabis will impact alcohol beverage in the coming years. Hear about the overlap between the cannabis and adult beverage industries and how they will impact each other and co-exist in the future.
10:00am - 10:30am
Break
10:30am - 11:30am
General Session: Regulatory Updates with the TTB
Mari Kirrane, TTB
Hear directly from the TTB on the agency’s focus for this year, along with updates on various initiatives that are already underway.
11:30am - 12:20pm
General Session: Transforming Your Business Through Budgets
Maria Pearman, GHJ
Business leader Peter Drucker famously said, “You can’t manage what you can’t measure.” Managing business performance involves setting a target, measuring your ability to meet it and making appropriate adjustments based on the results. A budget is the most impactful tool a company can use to grade performance, and the process of writing a budget can align an organization. In this session, we will explain the process of creating a budget and how to effectively use it to manage the business through the year. Attendees will receive resources that they can put in place in their organization to improve results today.
12:20pm - 1:20pm
Lunch
1:20pm - 2:10pm
Breakout Session: Insights into Action: Unlock DtC Profitability
MJ Dale, Customer Vineyard
Data is everywhere – but not all data leads to true insights, let alone profitable action. Learn what customer data matters and why – and how to focus your efforts to both delight customers and improve the bottom line.
1:20pm - 2:10pm
Breakout Session: State Regulatory Updates
Matthew Botting, California Alcoholic Beverage Control; Ryan Mercurio, Tennessee Alcoholic Beverage Commission
Hear directly from some of the key regulating agencies governing the wine industry as they discuss a range of issues impacting your business.
2:10pm - 2:40pm
Break
2:40pm - 3:30pm
Breakout Session: Legal Professionals Panel
Susan M. Johnson, Stoel Rives LLP; Suhani Kamdar, Associate, RJO
Hear from expert beverage alcohol attorneys as they discuss recent and ongoing developments in regulations affecting wineries and wine sales and what they mean for wineries’ compliance management and growth plans. Panel moderated by Alex Koral, regulatory general counsel, Sovos ShipCompliant.
2:40pm - 3:30pm
Breakout Session: Is Your Wine Club Coming Up Short? How Subscription Models Are Redefining Membership Services
Susan DeMatei, WineGlass Marketing
The average consumer now has somewhere between three and 10 subscriptions (excluding media and entertainment). You might think that “subscriptions” is just a new word for clubs, but you would be mistaken. In this session we will explore the three subscription models that have emerged and become an everyday staple for most households. We will discuss the new imperatives for these models, where traditional wine clubs fall short and how you can evolve your club to meet today’s consumers’ needs and desires to protect and expand this essential source of recurring revenue.
3:30pm - 4:00pm
Break
4:00pm - 5:15pm
Closing Keynote: State of the Industry
Steve Gross, Wine Institute
Steve Gross will deliver his highly anticipated deep dive on the status of the wine industry, with a focus on direct-to-consumer shipping regulation and what’s on the horizon in the coming months and years.
5:15pm - 5:30pm
Closing Comments
Larry Cormier, Sovos ShipCompliant
5:30pm - 6:30pm
Wine Party
2023 Speakers
Read full speaker bios here.
Matthew Botting
General Counsel, California Alcoholic Beverage Control
Larry Cormier
VP, General Manager, Sovos ShipCompliant
MJ Dale
CEO & Founder, Customer Vineyard
Susan DeMatei
Owner & President, WineGlass Marketing
Steve Gross
Vice President, State Relations, Wine Institute
Susan M. Johnson
Partner, Stoel Rives LLP
Suhani Kamdar
Associate, RJO
Mari Kirrane
Wine Trade and Technical Advisor, TTB
Arun Kurichety
COO & General Counsel, Petalfast
Ryan Mercurio
Commission Counsel, Tennessee Alcoholic Beverage Commission
Lexie O’Neill
Director, Product Management, Sovos ShipCompliant
Maria Pearman
Principal, GHJ
Thanks to our sponsors
Gold Sponsors
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