Preliminary Conference Agenda

Whether you're a start-up, brewpub, or microbrewer, industry experts will show you how to get the financing and investment you need to build/expand your business! Final speakers and topics to be determined.

Tuesday  |  August 23, 2016

Event Time
Welcoming Remarks and Craft Beer Export Overview
• Pete Cook, The Brewing & Distilling Network
1:00pm
TTB Requirements & Resources
• Courtney Perez, Alcohol Tobacco & Trade Bureau, International Affairs Division
1:30pm
The U.S. Export Assistance Center
• Pellson Lau, SBA Office of International Trade
2:00pm
Networking Break 2:30pm
Resources for Exporting from California
• Victor Castillo, California Center for International Trade Development
2:45pm
Export Financing Assistance
• Sandra Donzella, Export-Import Bank of the U.S. - Western Region
3:15pm
Exporting Program Assistance
• Janet Kenefsky, WUSATA
3:45pm
Exporting Panel Q&A and Open Forum 4:30pm
Adjourn 5:00pm


Wednesday  |  August 24, 2016

Event Time
Exhibit Setup 6:00am - 8:30am
Registration Desk Open 7:30am - 4:00pm
Continental Breakfast in the Exhibit Area 7:30am - 8:30am
Welcome Remarks
• Peter Cook, The Brewing & Distilling Network
8:00am
Craft Beer Industry Overview
• Michael Uhrich, The Beer Institute
8:15am
Communications & Expectations
• Jason Gladfelter, Oval Options
8:45am
Panel Discussion: Positioning Your Brewery as Best in Class for the Next Step in the Journey
• Moderator: Scott Ebert, Baker Tilly
• Panelist: Jack McCraine, Baker Tilly
• Panelist: Milo Arkema, Baker Tilly
9:00am
Break in the Exhibit Area 10:00am
Debt Panel
A discussion on debt available, programs and approaches for loans for brewery start-up, acquisition, expansion, and construction.
• Moderator: Jeff Clark, Live Oak Bank
• Panelist: Brian Mulvaney, Bank of America
• Panelist: Adam Beak, Bank of the West
• Panelist: Kris Kennedy, First Community Bank
10:30am
Equity Panel
A panel discussion on various approaches to equity financing for brewery start-ups, expansion, acquisition, and exit strategies.
• Moderator: Michael Faircloth, Merrill Lynch
• Panelist: Ryan Schildkraut, Freeland Briese
• Panelist: Scott Sellers, Encore Consumer Capital
11:00am
Preparing Your Brewery for Strategic Investment
• Kevin O'Brien, Zepponi & Co.
• Jesse Lyon, Davis Wright Tremaine
11:30am
Networking Lunch 12:00pm
Case Studies Panel
A panel discussion on covering finance and investment case studies regarding larger breweries, micro-breweries, brewpubs, etc.
• Moderator: Scott Metzger, Founder, Freetail Brewing
• Panelist: Nigel Heath, Absolution Brewing Company
• Panelist: Mike Hess, Hess Brewing Company
• Panelist: Nico Freccia, 21st Amendment Brewery
1:00pm
M&A Panel
A panel discussion regarding various M&A activity in the craft brewery world, including equity plays, craft-on-craft acquisitions, mergers, distribution plays, and "big beer" buying craft players.
• Moderator: Mike Mitaro, President, Brewers Advisory Group, former Owner and Chairman, Carlsberg USA & Rhinegold Brewing
• Panelist: Craig Spitz, CFO of Stone Brewing and Executive with True Craft
• Panelist: Townsend Ziebold, Managing Partner, First Beverage
2:00pm
Dealmaker's Session & Craft Beer Tasting 
Find out more about the Dealmaker's Session or Craft Beer Tasting
3:00pm - 5:30pm

Evening open for client dinners, brewery tours, hospitality suites, etc.


We are happy to advertise brewery tours for San Diego-based brewers who would like to offer tours to conference attendees on the evenings of the 23rd , 24th , or 25th. Brewers must have at least one representative registered for the conference in order to be eligible for this offer.



Thursday  |  August 25, 2016

Event Time
Registration Desk Open 7:00am - 10:00am
Continental Breakfast in the Exhibit Area 8:00am - 9:00am
Welcome Remarks
• Pete Cook, The Brewing & Distilling Network
8:30am
Strategic Planning: Growth, Succession & Exit Planning
• Moderator: Kyle Leingang, Associate, Dorsey & Whitney LLP
• Panelist: Jeff Cleveland, Managing Director, D.A. Davidson
• Panelist: Brian Rauso, CEO, Noble Ale Works
• Panelist: Mike Burbank, Managing Director, Morgan Stanley

8:45am
Capital Raising & Tax Incentive Considerations
• Vincent Bradley, CEO, FlashFunders
• Jeff Pera, Grant Thornton LLP
• Dominick Grande, Winthrop & Weinstine
9:45am
Break in the Exhibit Area 10:15am
Due Diligence Panel
Considerations for those looking to invest in craft breweries
• Moderator: Marc Logan, RSM US LLP
• Panelist: Brad Windecker, OrchestratedBEER
• Panelist: LJ Govoni, Boston Capital Leasing
• Panelist: Vann Russell, Arlington Capital Advisors
10:45am
Equipment Leasing and Financing Solutions
• Brent Hall, Brewery Finance
• LJ Govoni, Boston Capital Leasing
11:30am
Craft Brewery Business Design: Trade-offs between Scale, Creativity, Happiness and Profitability
• Sam Holloway, Crafting a Strategy
12:00am
Closing Remarks
• Pete Cook, The Brewing & Distilling Network
12:30pm