2024 Direct-to-Consumer Wine Survey: Report, Results and Benchmarks virtual event
Dec 
31
, 
2024
 - 
7pm 
EST

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2024 Direct-to-Consumer Wine Survey: Report, Results and Benchmarks virtual event
December 
31
, 
2024
7:00pm 
EST
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What to Expect

Please join us Tuesday, June 25 for our 2024 Direct-to-Consumer Wine Survey: Report, Results and Benchmarks virtual event. 
 
During this live session, our panel of wine industry leaders will share the findings from the latest DTC wine survey, discuss wine sales and marketing trends and examine industry growth strategies.  
 
We’re looking forward to another lively event that can help you address the issues impacting your business this year and beyond.  
 
2024 topics include: 

• The impact of changes in consumer demographics and reduction of volume sales  
• The hidden benefits of the current overproduction throughout the US alcohol beverage industry 
• The innovations that continue to propel direct sales beyond the tasting room 

As always, our survey results are based on input from wineries across the US, including the major AVA associations. We have publicly researched the wine industry for more than 20 years and spent more than a decade producing nationwide benchmarks for direct-to-consumer wine sales. 



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Agenda

Day 1
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Day 2
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Day 3
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Day 5
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Day 1 - Dec 1

DAY 1

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 1

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 1

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 1

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Featured Speakers

MJ Dale

Founder and CEO

Customer Vineyard

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MJ is a leader with years of experience developing business strategy and driving wine and beverage alcohol industry innovation. She grew up in Sonoma, went to high school in Napa, so all her first jobs were in wine–from vineyard to bottling line to the tasting room.  After graduate school, she left to explore new places and honed her management expertise via key positions including Director of Product Development for Westin Hotels & Resorts, Vice President Customer Marketing nationally for AT&T Wireless and CMO for Gateway Computers.  


She returned to California wine country to raise her family and has since partnered with many wine & spirits businesses to transform their consumer sales & marketing strategies and business operations. She founded Customer Vineyard in 2015 to help the wine industry and beverage alcohol businesses better leverage consumer data—in other words translate detailed customer insights into profitable action.  MJ holds a BA degree from Santa Clara University and a JD from UC Davis School of Law.  

Sonyia Grabski

General Manager

Trinitas Cellars

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Throughout her career, Sonyia has played a significant role in the wine industry, leading sales and marketing efforts for a variety of esteemed organizations. Her extensive experience includes driving initiatives for Constellation Wines, Terlato Wine Group and Visit Napa Valley. Beyond her roles in these companies, Sonyia has operated her own consulting business, developing strategies for clients such as Iron Horse, Bonny Doon, Highway 12, VinoPro and many others. 
  
Sonyia joined the team at Trinitas Cellars as the General Manager in June,2019, bringing with her over two decades of experience in wine sales.  Sonyia is known as a prime thought leader and amplifier in identifying market trends, innovative approaches in the wine industry, which include wine sales programs and consumer targeting, acquisition and retention. Her programs are supported by effective and thorough marketing tactics to support long-term growth and profitability for the company and brand’s essential messaging.  

Janiene Ullrich

Vice President of Customer Experience

Silver Oak Cellars

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Janiene got her start in the wine industry in 2000 as a warehouse Receiving Clerk at Niebaum-Coppola Estate Winery while pursuing associate degrees in Fine Art and Social and Behavioral Science. She moved into a part-time Merchandising Assistant role while earning her Art History degree from UC Berkely, returning full-time upon graduation. She continued advancing and eventually oversaw Merchandise operations, sourcing retail and décor items for Francis Ford Coppola Winery, Rubicon Estate and Francis Coppola’s resort properties. Over time, Janiene took on oversight of eCommerce and fulfillment, resort operations in Belize, Guatemala and Italy, in-house Creative services, Café Zoetrope and Zoetrope All-Story Magazine. Janiene spent her last three years at The Family Coppola, overseeing hospitality, restaurant, club and eCommerce operations. In 2021 she joined the Bunch at Silver Oak as Vice President of Customer Experience where she oversees tasting rooms, private events, membership, merchandising, customer care and fulfillment and serves as a member of the management team focused on strategy, company culture and employee engagement. She lives in Napa with her husband, Chad, daughters Willa and Lana and the family’s Siberian husky, Balto.

Rob McMillan

EVP & Founder

 Silicon Valley Bank Wine Division

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Rob McMillan is one of the top wine business analysts in the United States and the author of Silicon Valley Bank’s highly regarded annual State of the Wine Industry Report. With decades of experience researching the wine business, his views are sought after and trusted by winery owners, journalists, entrepreneurs and investors. He is a prominent speaker domestically and internationally and is extensively quoted in national, regional and trade press. He has been named multiple times as one of the Top 50 Most Influential People in the US wine industry. 
 
Rob’s banking career has spanned 35-plus years — more than 25 with Silicon Valley Bank. In that time, he has held positions of increasing responsibility, including division manager of the Wine Group, executive manager of the bank’s Commercial Division and several years as a member of Silicon Valley Bank’s Managing Committee. He is currently responsible for establishing new winery relationships and offers private management presentations and strategic consulting to the bank’s clients across the portfolio. 
 
Rob received a bachelor’s degree in finance/economics from Sacramento State University and an MBA from Santa Clara University’s Leavey School of Business. He has served on boards in diverse industries and continues to be an advisor to wineries and industry associations across the wine business. 
 
Rob is a father of two. He enjoys the outdoors, travel and golf and takes any opportunity to play percussion and drums in live settings. 

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Virtual Event Information

Please Note: Registration is required to join and participate in this virtual event via Zoom.  
A link to join will be included in your registration confirmation email. 


If you have any questions regarding this event, please contact Courtney McClintock at cmcclint@svb.com.

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Resources

Please join us Tuesday, June 25 for our 2024 Direct-to-Consumer Wine Survey: Report, Results and Benchmarks virtual event. 
 
During this live session, our panel of wine industry leaders will share the findings from the latest DTC wine survey, discuss wine sales and marketing trends and examine industry growth strategies.  
 
We’re looking forward to another lively event that can help you address the issues impacting your business this year and beyond.  
 
2024 topics include: 

• The impact of changes in consumer demographics and reduction of volume sales  
• The hidden benefits of the current overproduction throughout the US alcohol beverage industry 
• The innovations that continue to propel direct sales beyond the tasting room 

As always, our survey results are based on input from wineries across the US, including the major AVA associations. We have publicly researched the wine industry for more than 20 years and spent more than a decade producing nationwide benchmarks for direct-to-consumer wine sales. 

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Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank ("SVB"), as a division of First-Citizens Bank & Trust Company, provides banking and financial services, along with industry insights to vineyards and wineries. SVB is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. 

  

Further, SVB disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. The views expressed are solely those of the author and do not necessarily reflect the views of First-Citizens Bank & Trust Company or any of its affiliates. 

 

If you are a client or prospect of SVB, you can manage your email preferences, or unsubscribe from receiving promotional or marketing email communications from SVB, at any time by visiting the Silicon Valley Bank Manage Email Preferences page. Read about our Privacy Notice. If you have any questions or concerns about our Privacy Notice, please contact us by email: privacyquestions@firstcitizens.com. 

  

©2024 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. 3003 Tasman Drive, Santa Clara, CA 95054. Member FDIC.

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