Risk Management and Reinventing the Business Model
Business/Operations Breakout Session

From field to table, change has never been faster across all parts of the wine industry. Regardless of if you’re a boutique winery, grape grower, a big vertically integrated multi-channel wine brand, or part of related industry services, we all have to adapt and grow to meet this moment in a highly fluid marketplace with increased risks.

Our panel will explore their different, ongoing journeys from assessing and managing risks, to rolling up their sleeves to pivot quickly, reinventing their plans and business models.

Get inspired in your own process of surviving and thriving with our strong focus on the future and lively discussion about strategic resets to win in the new grape and wine marketplace.  

Email Header



Julie Lumgair
Art Nouveau Wines, California

Julie Lumgair is an award-winning consulting and hands-on winemaker. Her wines span eighteen vintages and 25 varietals from Napa Valley, Sonoma County and Italy. She has served in many combined estate winemaking and winegrowing roles with a keen eye on agricultural and cellar practices increasing both sustainability and top quality. Her calling cards are consistently producing acclaimed wines that reflect their place, excellence in winery operations, substantial innovation and trial programs feasible for artisan wineries’ scale, a passionate attention to customer delight and long-lasting relationships.

Email Header



Corey Beck
Delicato Family Wines, California

Corey’s first stop in the business was at Chateau Montelena where he followed in his Grandfather’s footsteps. In 1998 the Coppola family brought Corey on to their winemaking team and the 20 later he was named CEO of the Francis Coppola Winery. He then led the company through the merger with Delicato Family Vineyards in 2021 and currently holds the title of EVP Production and Chief Winemaker


Roy Martinez
Exit Strategies Group, California

Roy is a Certified California Business Broker (CBB) and a Certified Valuation Analyst (CVA) at Exit Strategies Group in Petaluma, CA.  Roy specializes in small business brokerage and lower middle market merger and acquisition work ($2-25 million).  He is building a vertical market focus in products and services related to the wine industry.  Roy also is also active in the valuation of small to medium-sized privately-held companies. 


Rob McMillan
SVB Financial Group, California

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, described by the New York Times as “… probably the most influential analysis of its kind.”


Nicolas Quillé
Crimson Wine Group, Oregon

Nicolas Quillé was born in Lyon, France, into a family with three generations working in the wine business.  Nicolas holds a master’s in oenology (Diplôme National d’Oenologie) from the University of Dijon in Burgundy, a postgraduate degree in sparkling winery management from the University of Reims in Champagne and an MBA from the University of Washington in Seattle.  Nicolas has worked for wineries in Burgundy, Provence, Champagne, the Rhône valley, the Douro valley, Oregon, Washington and California.

Unified Symposium on Twitter

Loading tweets...