Dia will close out the 2023 CLD Conference with a session centered around unlocking the commercial power of diversity.
2023 CLD Conference & NextGen Summit
2023 CLD Conference & NextGen Summit
The WSWA Council for Leadership Development (CLD) brings together the rising leaders in the wholesale tier. Over the past 60 years, this group and conference have evolved but the main focus of the council remains the same: provide a space for the future leaders to share ideas, learn about industry topic and trends, develop and improve leadership skills, and to network.
NextGen provides a platform for the next generation of wholesaler owners and presidents to engage with their peers from companies across the country.
Who should attend the NextGen Summit?
NextGen Leaders are any member who is part of the succession plan within a wholesaler company. Whether you are family or non-family, if you are involved with the succession plan at your company, you are part of this group!
We encourage all NextGen Leaders to participate in the Summit at the beginning of the week (July 17-18), but if you wish to continue with the CLD Conference, please stay and join your industry colleagues for the full week (July 17-19)!
Who should attend the CLD Conference?
CLD Conference Attendees are rising leaders in the wholesale industry (you don’t have to be part of a succession plan). Please attend from July 18-19.
When you register, you will be prompted with three options. Please select the one that best suites your position.
Laura will join Jessica Pomerantz for a discussion on workplace burnout and quiet quitting, offering solutions and tactics that leadership can utilize to create a working environment that supports the mental health and growth of their teams.
Marc will open the CLD conference on Tuesday with a session on career and leadership development.
Danny will join Dale Stratton for an update on industry trends using SipSource data.
Dale will join Danny Brager for an update on industry trends using SipSource data.
Matthew will be speaking on the state of the cannabis industry with Wesley Hein.
Wesley will be speaking on the state of the cannabis industry with Matthew Shifrin.
Laura will speak with Jill Desmond on elevating the workplace culture.
Jill will speak with Laura Piotrowski on elevating the workplace culture.
Agenda
CLD Committee Meeting
CLD Committee Dinner
Lunch
“Learning” to Lead for a Lifetime with Jane Melvin
Great leaders never totally arrive; they are on a constant journey to learn more and lead better. Using lessons from the school of hard knocks – and one slightly more glamorous venue - this session provides unique insights that will help you build your own leadership philosophy, become a better leader, and maybe even add a little more sparkle to your life.
Elevate Workplace Culture to Enhance Company Performance
A strong and healthy workplace culture enhances company performance, attracts and retains talent, and influences the internal and external brand conversation. This session will discuss the importance of culture, the role and impact of the leader on culture, and explore paths to strengthening workplace culture.
Speakers:
- Laura Piotrowski, President and CEO
- Jill Desmond, Ed.D., Consultant
Break
Roundtable Discussion: Elevating Your Workplace Culture
Following the interactive workplace culture session, NextGen wholesaler leaders will have the opportunity to engage in peer-to-peer discussions on elements of their workplace culture, the alignment of company leaders and culture, and strategies to strengthen leader modeling of company culture.
Reception & Dinner
NextGen Leaders only! Join your peers for a casual and intimate dinner Lacey Sadoff’s residence. This is your opportunity to connect with other industry leaders across the country!!
After dinner meet-up
All registered attendees of NextGEN are invited to meet-up for an after dinner drink at the Saint Kate.
Barre Workout
Registration & Guest Services
Breakfast
Humanizing AI: Ethics, Transparency, and Navigating AI Implementations
Join Cory Knopp, Vice President of Sales at GoSpotCheck by FORM, for a deep-dive into why AI can feel so scary—and how changing your perspective on the power of human input is the first step to implementing AI in your business.Cory will also be handing out free printed guides for vetting AI vendors for attendees.
Welcome
Absolute Victory Everyday - Dimensional Insight
Let's explore the essence of victory, the qualities it requires, and the transformative power it holds.
Driving Performance Today Through Vision and Engagement: Understanding Your Leadership Traits and Your Impact on Organizational Culture
Today’s workplace environment and talent pool require leaders to question their company’s and their personal approaches to employee engagement and management. This workshop session will seek to help industry leaders/managers evaluate themselves and their current company cultures and discuss how they might pivot to better engage with their employees. Key Leadership Traits, dynamics of Organizational Cultures and the impact each has on the other will be reviewed and debated.
Speaker: Marc Strachan, Head Coach, Coach Marc Strachan Consulting
Break
Lobby School: The Importance of State Advocacy and How to Effectively Lobby in your State Capitol
Join WSWA’s lobbying team for an interactive workshop to understand why your involvement in state advocacy is more important than ever. This hands-on session will explain the best ways to build relationships with your state representatives, become involved in your state wholesaler association, concisely and effectively express your position, and role play your “elevator speech” with other attendees – it’s harder than you think!
Lunch
Sponsored by:
Inventiv
Is It Really This Bad? - A Fact-based View of Beverage Alcohol Trends
Whether it be the significant deceleration in Wine sales pre-COVID with now continuing Wine volume declines, or the slowdown in Spirit growth since their rapid growth during COVID, times are tough(er). But are there pockets of optimism? Where is the business shifting to/from? As we enter the summer season and with OND just around the corner, the balance of this year will be critical.
Join Dale Stratton and Danny Brager as they take a fact-based view through the lens of SipSource and other supplementary sources in examining past and present trends, and offer their thoughts on what lies ahead.
Break/Clothing Change
The Amazing Race: Explanation & Team Formation
The Amazing Race: Milwaukee Edition
Join your industry peers for a friendly competition around Milwaukee! Attendees will be broken into small groups, will be given clues and must complete a series of activities around the city. Get to know each other while exploring Milwaukee. Be the first team to complete the Race and win a prize!
Reception & Dinner
After dinner meet-up (NextGen & CLD Attendees Invited)
All registered attendees of NextGEN and CLD are invited to meet-up for an after dinner drink at the Saint Kate.
HIIT Workout
Breakfast
Registration & Guest Services
City Hive Presentation
Day 2 Welcome
Molson Coors – Becoming a Beverage Company
During this interactive fireside chat, Andrew McGuire, Chief Commercial Solutions Officer for Molson Coors will have a candid discussion on how Molson Coors started and where it is going. Hear Andrew talk about various business initiatives and projects Molson Coors is focused on in the coming years. Bring your questions to this session as it is an opportunity for you to ask anything you are wondering about!
Managing Your Teams’ Mental Health
Are your team members staying engaged and productive or do you see them experiencing burnout or is quiet quitting occurring? Mental health and emotional well-being is top of mind for the workforce, and it's reshaping our roles and responsibilities as leaders and managers. This discussion will highlight some of the most pressing issues we're encountering in the wine & spirits wholesale sector, such as workplace burnout and quiet quitting, and offer solutions and tactics that leadership can utilize to create a working environment that supports the mental health and growth of their teams.
Speakers:
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Laura Louise Green, LPC, Founder, Healthy Pour
-
Jessica Pomerantz, Consultant, Healthy Pour
Break
TTB Trade Practice Rulemaking: What’s in Store?
This year, alcohol industry members had their first chance in nearly 30 years to comment on how TTB’s trade practice regulations might be updated to reflect changes in technology and the marketplace. In this session, hear a breakdown of what the industry said, what’s going to happen next, and what it could mean for your business.
Moderator:
Alan Rosenberg (RNDC)
Panelists:
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Luis Gonzalez (RNDC)
-
Mike Wittenwyler (Wisconsin Wine & Spirits Institute)
-
Jake Hegeman (WSWA)
Cannabis Sector Insights: State of the Industry
In the nearly 10 years since Colorado first legalized adult-use cannabis, 23 other states and the District of Columbia have followed suit. With more than half the U.S. population residing in one of these states, patterns are forming around what is, and is not, working in the industry. Join this panel for a look at the state of adult-use cannabis manufacturing, distribution and retail with an eye towards where the industry is headed in the coming years.
Moderator: Michael Klauer, CEO, President, Momentum Beverage Group
Panelists:
-
Wesley Hein, Board President, Cannabis Distribution Association.
-
Matt Shiffrin, CEO and Owner, Pioneer Interests
Lunch
Leading Through Action: Jackson Family Wines Multigenerational Approach for a More Sustainable Future Across the Wine Industry
Jackson Family Wines continues to lead the wine industry forward through their commitment to climate action and environmental sustainability efforts that are rooted in good. This session will provide an overview of the key sustainability practices in the vineyards and wineries that are making their multigenerational wine business more resilient in the face of climate change, why it matters to consumers, and the strategies that wineries and distributors can collaborate on to make a positive impact in our local communities and across our global wine industry.
Speaker: Aaron Schreiber-Stainthorp, Director of Sustainability, Jackson Family Wines
Stories of Ransomware Resilience
In this talk, we will dive into the world of ransomware defense, equipping you with essential knowledge and practical strategies to prepare your organization against cyber threats. Three wholesaler peers will share their own stories and have a discussion on how they navigated a ransomware attack and key lessons that they learned through the process. Cyber security expert and consultant, Lucas Morris will lead the discussion and include his pro tips to help ensure the industry stays as safe as possible!
Panelists:
Lowell Goldman, President & COO, RSL Holdings (Lipman Brothers)
Lee Hastings, Vice President, Moon/Central Distributing
Joseph Rodriguez, Assistant Director of IT, Allied Beverage Group
Lucas Morris, Security Risk Advisors (Moderator)
Break
Unlock the Commercial Power of Diversity with Dia Simms
As next-gen owners, we have an opportunity to recruit, retain and advance diverse teams and portfolios of brands, both of which have real positive commercial upside when put into action. Dia Simms, co-founder of Pronghorn and CEO of Lobos 1707 Tequila and Mezcal, will describe how to turn vision into action as we lead diverse practices for our companies.
Speaker: Dia Simms, Co-Founder of Pronghorn and CEO of Lobos 1707 Tequila and Mezcal
CLD Closing
Reception & Dinner Aboard a Boat!
Boat leaves the dock promptly at 5:30 pm - don't be late! It is about a 10 minute walk from the St. Kate - The Arts Hotel.