Save the date! April 19-20, 2023 in Napa


2022 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!

April 13-14, 2022

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!

2022 Agenda

Wednesday, April 13

Sovos ShipCompliant User Training
Three sessions covering a variety of topics for ShipCompliant users of all levels of experience, covering both direct-to-consumer and three-tier solutions.

2:00pm - 3:00pm

Keys to a Healthy Account
August Otto, Sales Engineer II

In this session, we’ll review best practices for keeping your ShipCompliant account healthy and setting up your compliance team for success. We’ll cover ShipCompliant basics, new features, and support for new product types.

3:00pm - 3:15pm


3:15pm - 4:00pm

Order Fulfillment, Reporting, and Delivery Experience
Sally Kruger, Associate Product Manager; Jessica Lochner, Associate Product Manager

Keep your fulfillment management running smoothly and customers will keep coming back for more. Learn fulfillment best practices, ensure your reports pull in the correct orders, and take a comprehensive look into your overall DtC delivery metrics using ShipCompliant’s Delivery Experience tool (DEX).

3:15pm - 4:00pm

Are you Ready for Market Ready?
Liz Watson, Enterprise Account Manager

In this session, centered on our Market Ready solution, we’ll go over label registrations, renewals, and account setup best practices. We’ll also get into the details with tools like the Wholesale REST API to get you ready to go to market.

4:00pm - 4:15pm


4:15pm - 5:00pm

Getting the Most out of Support
August Otto, Sales Engineer II; Jessica Lochner, Associate Product Manager; Sally Kruger, Associate Product Manager

This session will cover a variety of tips and best practices for helping ShipCompliant Support help you! We’ll discuss self-service tools you can use to solve problems like the pros, along with how to surface and address complex issues with the help of our Support team. We’ll discuss a few real-life support cases, how they might have been avoided and how they were ultimately solved.

5:20pm - 6:20pm


Thursday, April 14

7:30am - 8:30am

Registration and breakfast

8:30am - 9:00am

Opening Session: Sovos ShipCompliant Updates
Larry Cormier, Sovos ShipCompliant

9:00am - 10:00am

Opening Keynote: How Diversity Strengthens Us and Our Businesses
Lia Jones, Diversity in Wine and Spirits

10:00am - 10:30am


10:30am - 11:30am
General Session: Adaptation to Change: Key to Sustainable Future for Wine
Sandra Taylor, Sustainable Business International
11:30am - 12:20pm
General Session: Updates from the TTB
Janelle Christian, TTB
12:20pm - 1:20pm


1:20pm - 2:10pm

Breakout Session: 5 Things We Still Can’t Believe Worked: How experimentation and innovation drive our DtC growth
Ed Feuchuck, Farm Collective Napa Valley

1:20pm - 2:10pm

Breakout Session: The Regulatory & Compliance Landscape for Wineries in 2022
Bahaneh Hobel, Dickenson Peatman & Fogarty; Alicia Cronbach, Cronbach Law Group

2:10pm - 2:40pm


2:40pm - 3:30pm

Breakout Session: What Emerging Wine Drinkers Expect from Wineries
Rachel Woods, The Wine Nerd

2:40pm - 3:30pm

Breakout Session: State Regulatory Updates
Robert de Ruyter, California Alcoholic Beverage Control; Speaker TBA

3:30pm - 4:00pm


4:00pm - 5:15pm

Closing Keynote: State of the Industry
Steve Gross, Wine Institute

5:15pm - 5:30pm

Closing Comments
Larry Cormier, Sovos ShipCompliant

5:30pm - 6:30pm

Wine Party

2022 Speakers

Read full speaker bios here.

Janelle Christian

Director, Office of Industry and State Outreach, TTB

Larry Cormier

VP, General Manager, Sovos ShipCompliant

Alicia Cronbach

Founder, Cronbach Law Group

Robert de Ruyter

Assistant General Counsel, California Alcoholic Beverage Control

Ed Feuchuk

General Manager, Farm Collective Napa Valley

Steve Gross

Vice President, State Relations, Wine Institute

Bahaneh Hobel

Partner, Dickenson Peatman & Fogarty

Lia Jones

Executive Director, Diversity in Wine and Spirits

Sandra Taylor

CEO, Sustainable Business International

Rachel Woods

The Wine Nerd

Thanks to our sponsors

Gold Sponsors

Premium Exhibitors


Hotel Rooms

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

Health & Safety

By purchasing an onsite registration to the 2022 Sovos ShipCompliant Wine Summit (the “Event”), you agree to adhere to the following health and safety terms and conditions related to the Event:

  1. At all times while at the Event, you will comply with the terms and conditions set forth in this 2022 Sovos ShipCompliant Wine Summit Health and Safety Policy (“the Policy”), as well as any other CDC, federal, state, and local health guidelines and mandates applicable at the time of the event, or any other health and safety measures imposed by Sovos or the event venue with respect to the Event and notified to you at any time. Additional safety protocols beyond those reflected in this Policy may be mandated by the city, state, and our event venue and will be clearly identified and communicated prior to entry into the Event.
  2. Independent of applicable health guidelines and mandates, attendees are required to show proof of full vaccination as a condition of entrance to the event. To meet the requirement to be considered fully vaccinated, your vaccination must adhere to the definition of “fully vaccinated” as defined by the CDC as of February 1, 2022.
  3. As of February 1, 2022, applicable health guidelines require all participants in the Event to wear a face covering when in indoor public areas, except when actively eating or drinking. Guests are also encouraged to wear face coverings when outdoors in large gatherings.  Any changes to these guidelines will be reflected in timely communication to participants in the Event.
  4. You agree to not attend the Event if any of the following are present at any time during the Event or within 10 days prior to the Event:
    • Any symptoms of COVID-19, including but not limited to fever, cough, or shortness of breath;
    • Fever of 100.4 degrees Fahrenheit or 38 degrees Celsius, or higher;
    • Undergoing evaluation for COVID-19, such as awaiting the results of a COVID-19 test;
    • Diagnosis or positive test for COVID-19; or
    • Close contact to someone with COVID-19

    If any of the above are present at any time during the Event, you agree to immediately isolate yourself and leave the Event and notify event staff if you, or someone you have been in close contact with, (i) exhibits any COVID-19 symptoms, including those described above, or (ii) receives a positive COVID-19 test result.

  5. As necessary to comply with any applicable health guidelines and mandates, the agenda or room capacities for the Event may be revised at any time, and any changes will be reflected in timely communication to attendees.
  6. You expressly assume, and release Sovos Compliance, LLC and its affiliates from all risks, claims, damages, losses, costs, and expenses, whether or not reasonably foreseeable, associated with, resulting from or arising in connection with your participation or presence at the Event, including, without limitation, all risks of harm, damage, illness (including viruses or illness from any communicable disease) or injury (including death) to or related to your person or property.
  7. You agree that, where necessary, your contact details including name, email, address, and phone numbers may be passed to authorities concerned with carrying out contact tracing in support of COVID-19 containment measures. The minimum necessary information will be provided in response to lawful requests. Please be advised that neither Sovos Compliance, LLC nor its affiliates accept any liability for the transmission of COVID-19 nor for any failure by the relevant authorities to adequately carry out contact tracing.

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