Sovos ShipCompliant Wine Summit

Join us for education and insight on compliance and beyond,
ShipCompliant user training, and networking with your peers

Register now


May 28, 2020


Marriott Napa Valley



Event Summary

The Sovos ShipCompliant Wine Summit is a rich opportunity to exchange ideas about how wineries can manage compliance and improve customer experience in the digital age. The event also offers an optional three-hour user training session on the afternoon of May 27.

What to Expect at the 2020 ShipCompliant Wine Summit

The 2020 event will deliver on the topics that are essential to your business—both in the realm of compliance and beyond. You can expect:

  • Updates on the latest regulations affecting the wine industry
  • Sessions focused on hospitality and customer experience
  • Strategies for growth
  • The opportunity to chat with wine industry experts
  • Networking with a variety of wine industry members
  • Conversations with our sponsors
  • Presentation of the Vinners, our annual customer awards for Most Captivating Label, Most Engaging Tasting Room Experience, Most Successful Wine Club Promotion, and Must-Follow Instagram account (nominate your winery through May 1!)
  • Optional ShipCompliant user training on May 27 (details below)

Be on the lookout for speakers, session topics, and more in the coming months, and please plan to join us in 2020.

Register Now

Meet the Speakers


Keren Eldad

As a business coach and speaker, Keren Eldad, a.k.a. Coach Keren, is a trusted advisor to industry-leading executives and entrepreneurs. Since 2016, powerhouses have sought her out to help them make significant breakthroughs in the profitable growth of their business while revitalizing their energy and defining the meaning of their entire lives. Coach Keren’s clients include Christian Dior/LVMH, Van Cleef & Arpels, Vacheron Constantin, IWC, Waypoint Helicopter Leasing, Beyond Capital and others. 

A diplomat’s daughter and graduate of the London School of Economics, Keren speaks five languages and can easily relate her message to anyone and everyone, including her social media following of 100K. Having served in the Israeli army and emerged into coaching from crisis counseling, Keren believes in service as a way of life. As a coach, she is accredited by the ICF, WCI and TTI Insights (ACC, CPC, CEC , C.P.M.A., C.P.B.A., C.P.T.A.), and is a top-level Crisis Counselor with Crisis Text Line.

2020 Agenda Overview

Wednesday, May 27

Sovos ShipCompliant User Training

user training

Keys to a Healthy Account

Track 1

Get it Done Right: The Ins and Outs of State Filings

Track 2

Oh Ship! Fulfillment Best Practices

track 1

Getting a Handle on Brand Label Registrations

Track 2

Let’s Talk About DEX! (Delivery Experience, That Is)

Thursday, May 28


Registration and Breakfast


Sovos Opening Session

Guest Keynote

Change with Enthusiasm:
The Four Strategies To Create a Proactive, Engaged Culture

Keren Eldad



General Session

The Modern Wine Market: Trends and Analysis Shaping Wine Sales

Rob McMillan, EVP and Founder, Silicon Valley Bank

General Session

Regulatory Updates

Matthew Botting, General Counsel, California Alcoholic Beverage Control



track 1

Session 1: Sales Tax and the DtC Shipper

Chuck Maniace, VP, Regulatory Analysis and Design, Sovos

track 2

Session 1: Seizing Digital Opportunities to Grow Your Business

track 3

Session 1: Building Self-Awareness for Better Business Outcomes

Vanessa Diaz, Learning & Development Manager, Sovos



track 1

Session 2: Compliance Never Ends: Make Sure Your Operations Are Following the Latest Changes

track 2

Session 2: Staying Relevant: Marketing Best Practices to Gain and Maintain Customer Loyalty

Karen Bonarrigo, Chief Administrative Officer/Owner, Messina Hof Winery

track 3

Session 2: Insights into Change Management

Vanessa Diaz, Learning & Development Manager, Sovos




State of the Industry

Steve Gross, Vice President, State Relations, Wine Institute


Closing Session

Including presentation of the Vinners customer awards


Wine Party/Networking Reception

Attendees can get up to 6 CPE credits attending the Summit.

Sovos is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: See Sovos CPE Information.


Marriott Napa Valley
3425 Solano Ave, Napa, CA 94558
If you are attending the training the day prior to the Summit and need a free hotel room please contact Inventory is limited.


Sovos ShipCompliant continues to monitor news about the evolving spread of the novel coronavirus, or COVID-19. At this time, we are planning to move forward with the 2020 Wine Summit.

We are regularly reviewing updated guidance from the World Health Organization, Centers for Disease Control and Prevention (CDC) and other agencies, and we will adapt our response accordingly.

Should developments necessitate that we cancel or postpone the 2020 Wine Summit, we will notify registrants as soon as possible and apply the following refund policy, which ensures you’ll receive a full refund should Sovos ShipCompliant need to cancel the event:


If for any reason you need to cancel your registration, you will be 100% refunded. If Sovos ShipCompliant cancels the event, likewise you will receive a full refund of your registration fees.

Our top concern is the health and safety of everyone planning to join us for this event. You can register today knowing that a full refund will be issued should the event be cancelled.

Questions? Please be in touch.