Wine
THE TRANSITION SUMMIT
Families
A dynamic two-day retreat for owners of family and closely held businesses in the wine industry preparing for critical business transitions- scale, sale, or succession.
THE EVENT
Join us at the beautiful Charles Krug Winery in the heart of Napa Valley for two days of great food, excellent wine, and time to connect (or reconnect) with family, friends, and colleagues. Hear from wine industry leaders who have been through successful business transitions. Discover hidden opportunities and learn about overcoming challenges related to scale, sale, or succession for your family and business.
MEET OUR SPEAKERS:
Judd Wallenbrock
President & CEO
“Leading Between Generations: The First Non-Family CEO”
C. Mondavi & Family
Dr. Allie Taylor
CEO & Founder
“Icebergs & Opportunity Ahead: Navigating the hidden aspects of transition.”
Orange Kiwi
Terry Glomski
General Manager
Stronghold Vineyards
“Accidental Winery Manager: An Unplanned Reverse Family Succession”
WHO SHOULD ATTEND?
This dynamic, two-day retreat is designed exclusively for family members and key leaders from closely held wineries and vineyards engaged in or nearing a significant business transition.
THE EXPERIENCE
This event has been built with you, a wine business owner, in mind. It brings together seasoned owners and executives from the wine industry along with business transition experts to help you succeed where many owners fail.
Give Yourself an Edge
- Explore what successful families do that others don’t in business transitions
- Discover economic realities and what they mean for you
- Gain greater clarity and confidence to navigate your transition
Learn From Experience
- Explore the possibilities and pitfalls of transition from real owner experiences
- Discover how defining MOM (management, ownership, & money) gives you an edge
- Gain tips for making conflict work in your favor
Connect with Other Owners
Connect with other business owners in the wine industry around local food and, of course, wine in an iconic setting – the Charles Krug Winery at the Peter Mondavi, Sr. Family Estates.
WANT MORE INFORMATION?
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FREQUENTLY ASKED QUESTIONS
What health and safety procedures will you have in place?
Q:
A:
The safety of our guests is our first priority. All CDC and California guidelines and recommendations will be followed to ensure guests feel comfortable. This includes the following:
- As of August 6, 2021, all guests and employees are required to wear masks indoors unless eating/drinking, regardless of vaccination status, per Napa County health directive.
- There are currently no mask requirements for outdoor events in Napa County. The State of California issued guidance that masks are optional and not required for fully vaccinated individuals when outdoors but, are recommended for unvaccinated individuals.
- Guests will not be required to show proof of vaccination. All guests must self-attest that they acknowledge that: 1) the State of California strongly recommends that individuals be fully vaccinate; and 2) unvaccinated individuals are strongly recommended to wear masks.
- While the venue and staff will be following CDC and California guidelines, we ask that you do not attend if you are experiencing any symptoms related to COVID-19.
- All tables and chairs will be sanitized prior to the event.
- Restrooms will be easily accessible and monitored regularly for cleanliness.
- Hand sanitizer will be available throughout the area.
- Our policies may change based on guidance from the State of California and the CDC. Should this occur, you will be updated via email.
- For more information regarding CA State guidelines, visit covid19.ca.gov.
Covid-19
What payment methods do you accept?
Q:
A:
All tickets must be purchased in advance virtually through our Ticket Tailor registration site. A confirmation email will be sent with a QR code and ticket ID which will be verified on site. Payment options that Ticket Tailor accept include Visa, Mastercard, American Express, Discover.
Do I need to print my ticket?
Q:
A:
Please bring your ticket either printed out or have your virtual ticket ready on your phone/device.
Yes. In keeping with our core value of “Responsible Generosity”, tickets are transferrable. To transfer tickets please email admin@ockiwi.com and provide:
Q:
A:
Are tickets transferrable?
- Current ticket holder’s name and email used at time of registration
- Number of tickets being transferred
- Name(s) and email(s) of ticket holder(s) attending event
Tickets
What do tickets include?
Q:
A:
General admission tickets include access to all keynote speakers and break-out sessions as well as lunch, evening reception, beverages, and light snacks. Tickets go on sale November 01, 2021.
- Cancellations between November 01st – December 14th are subject to a $50 fee
- Cancellations between December 15th – January 14th are subject to a 50% cancellation fee
- Cancellations between January 15th – February 14th are subject to a 75% cancellation fee
- No cancellations permitted on or after February 15th, 2022.
What is your cancellation policy?
Q:
A:
Where are you located?
Q:
A:
Charles Krug Winery – 2800 Main St., St. Helena, CA 94574
Other
The Carriage House at Charles Krug has free, onsite parking which will accommodate 75 guests. There is also an overflow parking lot at the Tasting Room.
Q:
What are the parking options at Charles Krug Estate?
A:
Yes. Please reach out to admin@ockiwi.com if you require accessible seating. Wheelchair and Transfer seating is reserved exclusively for individuals with accessible needs and their companions.
Is there accessible seating?
Q:
A:
Childcare is not provided. We recognize the value of next generation participation and welcome children over the age of 14 years who intend to fully participate in the event.
Are children allowed?
Q:
A:
Meals and light snacks will be provided. If you have food allergies please email admin@ockiwi.com and we will do our best to accommodate.
What if I have food allergies?
Q:
A:
Are there any accommodation recommendations?
25 rooms blocked for each night of March 8th and March 9th
Nightly rate: $179
Night tax: 15.2%
Cut off date: January 20, 2022 (45 days prior to arrival)
Phone: 707-227-3223
A:
Q:
- For commercial airline services, the closest airports from Napa would be: Sonoma County (Santa Rosa), Oakland International, Sacramento International, and San Francisco International.
- Private: Napa County airport
What is the nearest airport?
Q:
A:
Q:
What to wear?
A:
- Dress code is business casual
- We encourage you to bring a light jacket and warmer clothing as it can get colder at night in Napa Valley in March.
- If you are traveling by car and would like to maximize your trip, there are many great stops along the way. This includes:
A:
How to optimize your drive to/from Napa Valley?
Q:
Sonoma | Yountville | Muir Woods | Downtown Napa | CIA Copia | Oxbow Market | Oakville Grocery | Pier 1 The Embarcadero
Q:
How to get around Napa Valley?
A:
- Some local hotels offer complimentary shuttle service. Contact your hotel to find out what they offer.
- Uber, Lyft and local car rental companies are available.
Orange Kiwi has set up room blocks at the following hotels. When making your reservation, please book under the Orange Kiwi room block.
25 rooms blocked for each night of March 8th and March 9th
Nightly rate: $189
Night tax: 14%
Cut off date: February 2nd, 2022
Phone: 707-643-3800 or 800-228-2800
- Sonoma
- Yountville
- Muir Woods
- Downtown Napa
- CIA Copia
- Oxbow Market
- Oakville Grocery
- Pier 1 The Embarcadero
Q:
What ticket types are available?
A:
See ticket options below.
- One person = $995.00
- Two persons = $1795.00
- Table of eight = $7,120.00
- Table of ten = $8,900.00
If purchasing a table of 8 or 10, you will be asked to provide the name and contact details of each attendee. If you would like to purchase one of these group tickets but are unsure at this time who will attend with you, please enter “TBD" in the contact details of the check out form and email admin@ockiwi.com with participant details no later than March 02, 2021.
YOUR NEXT STEP STARTS HERE
Come away with greater clarity on how to successfully navigate a challenging business transition.
Wine Families
THE TRANSITION SUMMIT
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