Save the Date: May 8-9, 2024


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!

May 8-9, 2024

Napa Valley Marriott


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


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


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


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


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


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


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


2:40pm - 3:30pm

Breakout Session: Legal Professionals Panel
Susan M. Johnson, Partner, Stoel Rives LLP
Suhani Kamdar, Senior Associate, Rogers Joseph O’Donnell

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


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

Premium Exhibitors

Hotel Rooms

Out of town registrants, please inquire about complimentary hotel room availability.

Have questions or need help?