Bottles Brews & Buds 2021 Virtual Conference

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  • Date/Time
    • Aug 5, 2021 - Aug 6, 2021
    • Sign In: 11:40am (PT)
    • Day 1: 12:00pm - 4:00pm (PT)
    • Day 2: 12:00pm - 3:55pm (PT)
    • Add to Calendar
  • Credits
    • 8.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (8.00)
  • Vendor
    • *** ISCPA ***
  • Level
    • Overview
  • Fields of Study
    • Specialized Knowledge


Working in wine and spirits? Accounting for ale? Curious about cannabis? Let us help you craft your practice by demystifying the risks and rewards of these rapidly growing industries at this conference! Customize your conference with multiple CPE tracks. Our nationally-renowned instructors will distill the latest updates into engaging sessions full of local flavor. Connect, share insights, and expand your network with other CPAs from your state and beyond your your field. Open your mind to bold new possibilities in accounting.

2021 BBB Conference Program

Join us after CPE sessions for fun bonus programing - for example, sip on a state-themed drink during a virtual dueling pianos performance!

This year's conference features:

  • A panel discussion on the impact 2020 had on the cannabis, beer, and wine & spirits industries featuring the CEOs from seven state CPA societies
  • Updates on the tricky subject of banking for cannabis clients
  • A fraud case study, complete with best practice takeaways, for the beer and cannabis industries

Bottles, Brews & Buds is presented by the Alaska, Colorado, Hawaii, Idaho, Montana, Oregon, and Washington Societies of CPAs.

Registrations are processed through the WA Society website - click here to register.

Designed For

Accounting professionals in alcohol and cannabis industry.


Attendees will leave the conference with new insights and an increased understanding of the issues and challenges for accounting in the wine making, brewing, distilling, and cannabis industries.

  • Changes that 2020 brought to each of the industries.
  • Fraud case study and best practices for beer and cannabis industries.
  •  Cyber security concerns.
  • Accounting struggles for today’s craft distiller and much more!


All times are Pacific Time Zone


Welcome Screen and Login  - 11:40am - 12:00pm

Welcome and Announcements - 12:00 - 12:05pm

General Session - 12:05 - 12:30pm

  • Opening Panel - Changes that 2020 Brought to Each of the Industries
    • Crista Burson President & CEO, Alaska Society of CPAs
    • Laura Lantz Executive Director & CEO, Idaho Society of CPAs
    • Sherri McPherson President / CEO, Oregon Society of CPAs
    • Kathy Castillo Executive Director, Hawaii Society of CPAs
    • Mary Medley President & CEO, Colorado Society of CPAs
    • Kimberly Scott President & CEO, Washington Society of CPAs
    • Allen Lloyd Executive Director, Montana Society of CPAs

Breakout Session - 12:30 - 1:20pm

  • Mergers and Acquisitions in Beer, Wine, and Spirits
    • Bethany Hatef Associate, McDermott Will & Emery LLP
  • Cannabis Risks and Controls: How to Identify, Document, and Manage Your Unique Control Environment
    • Amanda Erven
      • Learn how to create a Cannabis Risk and Control Matrix (CRCM) that is useful for investors, regulators, auditors, and anyone needing comfort in your unique processes.

Break - 1:20 - 1:30pm

Breakout Session - 1:30 - 2:45pm

  • Panel of Industries - How We All Depend on Each Other
    • Stephanie Artino
  • Update on Cannabis
    • Gregory White President, WGN PS

Break - 2:45 - 2:55pm

Breakout Session - 2:55 - 3:45pm

  • Accounting Struggles for Today’s Craft Distiller
    • Donald Snyder
      • A glimpse into a modern craft distillery team and what they need. Explore current distillery-focused accounting and manufacturing software available. Explore a best-in-class internal audit of a craft distillery (from TTB compliance red flags to COGS tracking).
  • Wine Not Make The Most of My Business
    • Nicole Bolton &  Angela Albers
      • Explore any potential tax issues, business tips, potential business pitfalls, business suggestions, and business warnings targeted at CPAs working with winery clients, as well as winery owners and management.
  • Overview of What Other States are Doing with Legislation around Cannabis
    • James Cox & Roger Goodman

Adjourn  - 3:45 - 3:50pm

Networking & Games - 3:50 - 4:30pm


Welcome Screen and Login  - 11:40am - 12:00pm

Welcome and Announcements - 12:00 - 12:05pm

General Session - 12:05 - 12:55pm

  • Fraud Case Study and Best Practices for Beer and Cannabis Industries
    • Glen Klinkhart

Break - 12:55 - 1:00pm

Breakout Session - 1:00 - 1:50pm

  • R&D in the Winemaking Industry
    • Nina Nititadakul
      • The processes involved in growing, irrigating, harvesting, blending, and aging wine make this industry a strong candidate for claiming the Research and Development (R&D) tax credit. This tax credit, more commonly known as the Research Tax Credit (RTC), was designed as an incentive for U.S. companies to conduct innovative activities, increase research spending, and keep jobs in America. Get the background you need to understand this tax credit during this session.
  • Cannabis Banking Panel
    • Sabrina Webb &  Ed Perlmutter
  • Cyber Security
    • David Leonhardt

Break - 1:50 - 2:00pm

Breakout Session - 2:00 - 2:50pm

  • Why is State and Local Tax so Tough for Spirits and Brew?
    • Judy Vorndran &  Stacey Roberts
      • There’s big tax revenue to be had in brew and booze, and the federal government, states, and some local jurisdictions are collecting. In all, about 40 percent of the retail price of beer goes toward covering applicable taxes, costs that are passed along to consumers in the form of higher prices. The tax cost tied up in spirits is typically higher than other retail products. Join Judy Vorndran, Esq., CPA, and Stacey Roberts, CPA, of TaxOps as they dig into the morass of taxing spirits, brew and wine to help you make sense of it all.
  • Cannabis Legal Liability Insurance and Licensing
    • Ric Rosario CEO, CAMICO Mutual Insurance Co

Break - 2:50 - 2:55pm

Breakout Session - 2:55 - 3:45pm

  • Breweries and Wineries Closing Presentation
    • Geni Whitehouse
  • Cannabis Closing Presentation
    • Kathryn Maxson-Landis

Adjourn  - 3:45 - 3:55pm

Advanced Prep

  • Digital PDF Manual – Free (included in the cost of your registration)
  • Look for an email from with instructions for downloading the digital PDF manual one business day prior to the event.
  • Click here to register - clicking here will take you away from the ISCPA website to the WSCPA website
  • Register Now

    Please see the event description for details on how to register for this event.

    If you have any questions, please email us at

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