2024 CLD Conference & NextGen Summit

2024 CLD Conference & NextGen Summit

2024 CLD Conference & NextGen Summit

miami
Join us in Miami for CLD & NextGen!

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.

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CLD
Register!
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miami

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 22-23), but if you wish to continue with the CLD Conference, please stay and join your industry colleagues for the full week (July 22-24)!

 

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 23-24.

 

When you register, you will be prompted with three options. Please select the one that best suites your position.

Attendees
NextGen ONLY: $950
CLD Conference ONLY: $1,100
NextGen Leaders Summit & CLD Conference: $1,550
The Miami Beach EDITION - Hotel Room Rate (per night): $299 + taxes per night. Hotel deadline is June 28.
Please note you will be prompted to reserve your hotel accommodations in our room block when you register for this meeting. The hotel deadline has been extended until June 28.
2024 Speakers
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McKinnon
Adriana McKinnon
Logistics & Supply Chain Director, Park Street Companies
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Rai
Ajay Rai
Founder & CEO, Masava Inc.
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Anne St. John
Anne St. John, CPSA, WSET L2
Senior Director, Field Coaching and Development, Breakthru Beverage Group
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Mahapatra
Ayesha Mahapatra
Corporate Vice President and Assistant General Counsel, Republic National Distributing Company
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Mcdaniel
Catherine McDaniel
Senior Vice President, Member Advocacy, WSWA
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Chad Stone
Chad Stone
Vice President, Business Transformation & New Frontiers, Breakthru Beverage Group
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Crucitti
Chelsea Crucitti
Vice President, State Affairs, WSWA
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Chester
Chester Santos
The International Man of Memory
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jallo
Chris Jallo
Owner, Executive and General Counsel, Luekens Wine & Spirits
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Danny Brager
Danny Brager
Analyst, SipSource
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Hobbs
Dawson Hobbs
Executive Vice President, Government Affairs, WSWA
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Carson
Dwayne Carson
Senior Director, Federal Affairs, WSWA
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Creighton
Francis Creighton
President & CEO, WSWA
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Aguirre
Gustavo Aguirre
Vice President, Brand Innovation
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H.Wirtz
Hillary Wirtz
Director, Diversity, Equity & Inclusion, Breakthru Beverage Group
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Hegeman
Jake Hegeman
Senior Vice President, Legal & Regulatory, General Counsel, WSWA
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Julie Thornton
Julie Thornton
Director, Career Services, The University of Chicago Booth School of Business
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Shaw
Justin Shaw
Director, Brand & Market Strategy, M.S. Walker, Inc.
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Kate Latts
Kate Latts
President, Heaven Hill Brands
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Kyle Rivera
Kyle Rivera
Head of Sales, Crossfire Hurricane
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Lacey Sadoff
Lacey Sadoff
President, Badger Liquor
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Lori Stockel
Lori Stockel
Senior Director of Enterprise Learning & Development, Breakthru Beverage Group
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Goldman
Lowell Goldman
President & COO, RSL Holdings
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Maria Zuniga
Maria Zuniga
Interim Vice President, Commercial, Pronghorn
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Mary Clarke
Mary Clarke
Vice President, Legal & Regulatory, Assistant General Counsel, WSWA
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Shield
Natalie Shield
Principal, Kearney
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Milano
Rocco Milano
EVP Sales, Gin & Juice By Dre and Snoop
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S.Harmelin
Sara Harmelin
Vice President, Portfolio Development, Allied Beverage Group
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Jabour
Steve Jabour
Chief Sales and Operating Officer, Chief Procurement Officer, SPEC'S
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Kelly
Sean Kelly
EVP of Operations & Marketing, ABC Fine Wine & Spirits

Agenda

Monday, July 22, 2024

Quiet Room Open

Studio 2

Registration

Forum Pre-Function
NextGen Attendees Welcome

Lunch

Forum 2
NextGen Attendees Welcome

Navigating Your Place in the Family Business

Speaker: Kate Latts, Co-President, Heaven Hill Brands

Kate Latts, Co-President of Heaven Hill Brands and third generation of the largest family-owned and led distilled spirits supplier, will lead a discussion and workshop on ‘Uncorking Your Talent: Defining Your Personal Brand in the Family Business.” Kate will take us through her journey of joining the family business, aligning with her core values, and identifying her personal brand before ultimately succeeding her father in leading the company. Through balancing family and career aspirations, Kate’s commitment to honoring those core values enabled her to reach her full potential as a leader, even as she helped grow the company to become the country’s fifth largest distilled spirits producer by volume.

Forum 1
NextGen Attendees Welcome

Networking Break

Forum Pre-Function 1
NextGen Attendees Welcome

Forging Your Own Path, Finding Your Own Brand

Speaker: Julie Thornton, University of Chicago, Booth School of Business, Executive Coach

Ever wonder how to find space within your workforce? How can you establish and secure your own brand? Navigating a multigenerational workforce presents its own unique set of challenges. The current workforce has the widest age diversity ever, with organizations often having employees working side-by-side from four to five generations. Join Julie as she dives into how to manage different generations in the workplace and how to establish your brand within that culture.

Forum 1
NextGen Attendees Welcome

Break

Forum Pre-Function 1
NextGen Attendees Welcome

WSWA Strategic Planning Input Session

Speakers: 

  • Annie Gallagher, Gallagher Consulting Group and Melissa Jackson, Gallagher Consulting Group
  • Lacey Sadoff, President, Badger Liquor
  • Chad Stone, Vice President, Breakthru Beverage Group

WSWA is embarking on a strategic planning process to ensure that the association is well-positioned to meet the future needs of its members. The organization has retained Gallagher Consulting Group as its planning partner. The firm will lead two simultaneous roundtable discussions to gather your thoughts and opinions about WSWA, the industry, and your needs.  Your input will help guide the planning effort.

Forum 1 and Forum 5
NextGen Attendees Welcome

Dinner

NextGen Leaders only! Join your peers for an intimate dinner to connect with other industry leaders across the country.

The Matador Room at The EDITION
NextGen Attendees Welcome

After Dinner Meet-Up

All registered attendees of NextGen and CLD are invited to meet-up for an after-dinner drink at the Fontainebleau Lobby Bar.

Fontainebleau Lobby Bar
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: Encompass Technologies
Tuesday, July 23, 2024

Quiet Room Open

Studio 2

Registration

Forum Pre-Function

Breakfast

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: Dimensional Insight

Welcome and Sponsor Presentations

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome

Mastering the Art of Executive Branding: Strategies for Leadership Excellence

Speakers:

  • Moderator: Lori Stockel, Senior Director, Enterprise Learning & Development, Breakthru Beverage Group
  • Moderator: Anne St. John, Senior Director, Field Coaching & Development, Breakthru Beverage Group
  • Hillary Wirtz, Director DE&I, Breakthru Beverage Group
  • Lowell Goldman, President, Lipman Brothers, LLC
  • Justin Shaw, EVP, Marketing + Growth Strategy, MS Walker
  • Ayesha Mahapatra, Corporate Vice President & Assistant General Counsel, RNDC

 

In today's business landscape, your executive brand can be the fine vintage that sets you apart. Join us for an interactive workshop designed to help you cultivate your unique persona that resonates with authority and leadership. You will gain invaluable insights from seasoned executives and collaborate with peers to develop a personalized plan for elevating your executive presence, uncorking your potential for career growth and professional excellence.

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: Infuzion Solutions

Break

Forum Pre-Function
NextGen Attendees Welcome
CLD Attendees Welcome

SipSource: What the Numbers Tell Us...

Speaker: Danny Brager, Analyst, SipSource

2023 was a turbulent (and disappointing year) for many. Was it an aberration? Just a return to pre-COVID norms? Or a tipping point?

What do the numbers tell about 2024, and what we can expect going forward? Join beverage alcohol industry veteran and SipSource Analyst Danny Brager as he provides his analysis and opinions on what's to come in 2024 for the industry.

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome

Lunch

Forum Pre-Function
NextGen Attendees Welcome
CLD Attendees Welcome

WSWA Policy Priorities

Speakers: 

  • Francis Creighton, President & CEO, WSWA

  • Dawson Hobbs, Executive Vice President, Government Affairs, WSWA

  • Jake Hegeman, Senior Vice President, Legal & Regulatory, General Counsel, WSWA

  • Catherine McDaniel, Senior Vice President, Member Advocacy, WSWA

  • Chelsea Crucitti, Vice President, State Affairs, WSWA

  • Dwayne Carson, Senior Director, Federal Affairs, WSWA

 

Whether it's alcohol shipping or bottle deposits, policy debates impacting the future of the beverage alcohol sector occur every day in State Capitols and Washington, D.C. This session will walk through key legislative, regulatory and legal issues impacting the wholesale tier and provide a window into the work WSWA staff are doing to advocate for our industry.

 

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome

Break

Forum Pre-Function
NextGen Attendees Welcome
CLD Attendees Welcome

Retail Theft Panel

Panelists:

  • Natalie Shield, Principal, Kearney

  • Chris Jallo, Executive & General Counsel, Luekens Wine & Spirits
  • Sean Kelly, ABC Fine Wine & Liquors

Securing retail inventory while minimizing customer friction and limiting the impact on store employees is a difficult balancing act. Come listen to experts from Kearney, Florida retailers and leading wine and spirits supplier talk about the growing problems associated with organized retail theft. They will discuss costs and benefits associated with various security solutions as well as how producers and distributors can support their retail partners.

Forum 1, 2 and 3
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: City Hive

Break

NextGen Attendees Welcome
CLD Attendees Welcome

Reception and Dinner at SGWS Wynwood Facility

SGWS Hospitality Center: 2049 N. Miami Ave., Miami, FL 33127
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: Constellation Brands
SPONSORED BY: Tito's Handmade Vodka

After Dinner Meet-Up

ASTRA Rooftop Garden
NextGen Attendees Welcome
CLD Attendees Welcome
SPONSORED BY: Masava
Wednesday, July 24, 2024

Quiet Room Open

Studio 2

Registration

Forum Pre-Function

Breakfast

Forum Pre-Function
CLD Attendees Welcome
SPONSORED BY: Account360.AI

Welcome and Sponsor Presentations

Forum 1, 2 and 3
CLD Attendees Welcome

The Mind: Tap into Your Most Valuable Asset with Chester Santos, International Man of Memory

Speaker: Chester Santos, International Man of Memory

Feel like you cannot remember what you used to? Curious how to sharpen your skills? Join Chester Santos – “The International Man of Memory” as he showcases his unique ability to not only demonstrate extraordinary feats of the mind, but also educate all of us to do the same. A U.S. Memory Champion, widely regarded to be the world’s leading memory skills expert, Chester has helped millions of people around the world to realize the benefits of an improved memory and sharper mind. 

Forum 1, 2 and 3
CLD Attendees Welcome

Break

Forum Pre-Function
CLD Attendees Welcome

AI in the Alcohol Industry

Speaker: Ajay Rai, Founder and CEO, Masava

Join Ajay Rai as he delves into the transformative impact of AI on the beverage alcohol industry. This session will explore how AI is not only enhancing but also disrupting traditional wholesale methodology, providing insights on leveraging AI to optimize business operations. Ajay will offer a top line education on AI, breaking down complex concepts into practical knowledge. Attendees will leave with actionable takeaways to guide their teams in strategically integrating AI over the next few years, ensuring they stay ahead in a rapidly evolving market.

Forum 1, 2, and 3
CLD Attendees Welcome

Celebrity Brands: How to be Successful

In this session with Rocco Milano, Executive Vice President of Sales at Gin & Juice By Dre and Snoop, you'll get the real story behind three entrepreneurs' unexpected turn in Dallas almost a decade ago to create a game-changing RTD with On the Rocks Cocktails. Learn how the upstart brand reached new heights and eventually became acquired by one of the largest liquor companies in the world. Milano will also reveal his next exciting chapter where RTDs and celebrities merge on a new project.

Forum 1, 2 and 3
CLD Attendees Welcome

Lunch

La Vista Terrace

Cannabis and Hemp Outlook: What's in, What's Out for the Beverage Sector?

Speakers:

  • Mary Clarke, Vice President, Legal & Regulatory, Assistant General Counsel, WSWA
  • Mike Smith, Principal, Delta Emerald Ventures
  • Steve Jabour, Statewide Director Wholesale Department, SPEC'S

 

Hemp-Derived THC has roared onto the national stage in recent years and taken much of the spotlight from the now decade-old adult-use cannabis legalization movement. With over half of U.S. adults living in legalized recreational cannabis states, what's the status of these two THC categories? This session will lay out the current landscape with particular attention to the rise of hemp-derived beverages and their increased presence in the retail alcohol channel.

Forum 1, 2 and 3
CLD Attendees Welcome

Break

Forum Pre-Function
CLD Attendees Welcome

Innovation in Today’s Market: Investment, Acceleration and Activation

Speakers: 

  • Sara Harmelin, Vice President, Portfolio Development at Allied Beverage Group
  • Gustavo Aguirre, VP Brand Incubation, SPROUT Beverage
  • Kyle Rivera, Head of Sales, Crossfire Hurricane
  • Maria Zuniga, Interim VP for Commercial, Pronghorn
     

 

What makes a brand “investable?”

What will be THE brand in 10 years?

Who will be leading that brand? In what category?

Innovation is the lifeblood of our industry yet it’s hard to get going in a down market. Hear from those who find, guide, and support those future brands from nascency to sales launch. Speaking from different aspects of the bev alc industry, the panel will speak about finding, developing and readying a brand to go to market in 2024. Topics will touch on market and category trends, launch strategies and when and how to commit to a wholesale partner.

 

Forum 1, 2 and 3
CLD Attendees Welcome
SPONSORED BY: Jenda

Managing Risks & Safeguarding Product in the New Normal

Speaker: Adriana McKinnon, Logistics & Supply Chain Director, Park Street Companies

Successfully shipping alcohol internationally requires careful planning, adherence to regulations, and implementing best practices to mitigate risks. In this talk, Adriana Mckinnon, Logistics & Supply Chain Director at Park Street, will share stories highlighting the greatest risks affecting international logistics, along with tips on how to effectively manage the complexities of transporting alcohol around the world.

Forum 1, 2 and 3
CLD Attendees Welcome

Venetian Lady Yacht Reception & Dinner

Note: Uber codes to be provided from The EDITION Hotel. Depart hotel at 5:30 pm.

Uber Drop Off: 401 Biscayne Blvd., Miami FL
CLD Attendees Welcome

After Dinner Meet-Up

Pier 5 at Bayside Marketplace
CLD Attendees Welcome
SPONSORED BY: SHAW ROSS
Thursday, July 25, 2024

Departures

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account 360 ai
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Blue Ridge
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BrandMuscle
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Cityhive
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Constellation Brands
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Dimensional
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Encompass
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Infuzion
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Jenda
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masava
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shaw-ross
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Tito's
Meetings and Conventions Contacts
Kari Langerman
Senior Vice President, Meetings and Events
202.243.7516
Lisa Koenig
Senior Director, Meetings and Events
202.371.9786
Catherine Ontko
Senior Coordinator, Meetings and Events
757.775.8530