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Patrick J. “PJ” Stapleton
Board
NABCA Chairman of the
SCHEDULE OF EVENTS
Sessions are open to all registrants unless otherwise indicated.
Saturday, May 19
10:30 AM – 7:30 PM
6:00 PM – 7:30 PM
Registration
Welcome Reception
Caxambas
Islands Ballroom
(Dinner on Own)
Sunday, May 20
7:00 AM – 8:15 AM
Breakfast
7:30 AM – 6:00 PM
Registration
8:30 AM – 10:00 AM
General Session I: “2012”
10:00 AM – 10:15 AM
Morning Coffee Break
10:15 AM – 11:30 AM
Business Session I: “75 Years Young”
Sunset Terrace
Caxambas
Islands Ballroom
Islands Foyer
Islands Ballroom
Collier Hall
Royal & Coconut
Royal & Coconut
Sentry
Capri 1
11:30 AM – 2:00 PM
NABCA Trade Show & Lunch (Lunch ends at 1:30 PM)
1:30 PM – 2:45 PM
Seminar I: “Does Minimum Pricing Maximize Profit?”
3:00 PM – 4:15 PM
Seminar II: “Sampling Success”
4:30 PM – 5:00 PM
Governance Committee (Control State Officials Only)
4:30 PM – 5:30 PM
Industry Steering Committee (Committee Members Only)
6:30 PM – 9:30 PM
NABCA Trade Center & Dinner: “Pennsylvania: A Taste of History” Sunset Terrace & Quinn’s Beach
Monday, May 21
7:00 AM – 8:15 AM
Breakfast
7:30 AM – 6:00 PM
Registration & Banquet Ticket Exchange
8:30 AM – 10:00 AM
General Session II: “Economics 101”
10:00 AM – 10:15 AM
Morning Coffee Break
10:15 AM – 11:30 AM
Business Session II: “Control State Myth Busting”
11:30 AM – 2:00 PM
NABCA Trade Show & Lunch (Lunch ends at 1:30 PM)
1:30 PM – 2:45 PM
Seminar III: “Marketing Matters”
3:00 PM – 4:15 PM
Seminar IV: “Handling Product Proliferation”
4:30 PM – 5:30 PM
Board of Directors Meeting (Control State Officials Only)
6:30 PM – 9:30 PM
NABCA Trade Center & Dinner: “Caribbean Feast”
Sunset Terrace
Caxambas
Islands Ballroom
Islands Foyer
Islands Ballroom
Collier Hall
Royal & Coconut
Royal & Coconut
Sentry
Sunset Terrace & Quinn’s Beach
Tuesday, May 22
7:00 AM – 8:15 AM
Breakfast
7:30 AM – 11:30 AM
Registration & Banquet Ticket Exchange
8:30 AM – 10:00 AM
Business Session III: “Transitions”
10:00 AM – 10:15 AM
Morning Coffee Break
10:15 AM – 11:30 AM
Workshop I: “Alcohol Legislation and Policy Update”
Workshop II: “IT and Sales Reporting Update”
(Lunch on Own)
Control State – Industry Steering Committee Meetings (Invite Only)
11:30AM – 1:30 PM
6:00 PM – 7:00 PM
7:00 PM – 11:00 PM
Reception
75th Annual Banquet: “An Anniversary Celebration”
Sunset Terrace
Caxambas
Islands Ballroom
Islands Foyer
Royal & Coconut
Sentry & Sabal
Capri 7-10
Islands Ballroom
Islands Ballroom
The Honorable Tom Ridge
Keynote
The Honorable
Edward G. Rendell
Speakers
General Session I: “2012”
Mara Liasson
Peter Ricchiuti
She has received numerous awards and honors for her
reporting, including the White House Correspondents’
The Honorable Tom Ridge, The Honorable
Association Merriman Smith Award for “Excellence in
Edward G. Rendell, Mara Liasson
Daily News Reporting” in 1994, 1995 and 1997.
The political discourse over the last few years has
No matter where you stand on the issues, this
perhaps been more vitriolic than at any other time in
promising discourse will address not only the
our memory. The 2012 elections will give us a chance
presidential election, but also the general mood of
to voice our concerns and our policies through our
the country and what we may see in November 2012.
vote. To help us better understand the rhetoric and
the implications of our vote are two respected and
General Session II: “Economics 101”
renowned former governors of Pennsylvania.
Peter Ricchiuti
The Honorable Tom Ridge was twice elected
The economy has been on a rollercoaster ride for
Governor of Pennsylvania and served as the state’s
rd
43 governor from 1995 to 2001. His aggressive what seems like decades. Most people have lost equity
technology strategy helped fuel the state’s advances in their homes and value in their retirement portfolios.
in economic development, education, health care “It’s the economy, stupid” has been a campaign slogan
and the environment. Currently, he is president for out of office or in the minority politicians for years.
and CEO of Ridge Global. As the company’s chief As NABCA celebrates its 75th Annual Conference, we
executive, he leads a team of international experts should be reminded that we were born in the midst of
who help businesses and governments meet a range the great depression and 75 years later the economy
is still the number one issue for Americans. What
of strategic and operational needs.
The Honorable Edward G. Rendell, Pennsylvania’s happens now? Who’s to blame for what happened
45th governor, began a second term of office following within the last decade? Can anybody fix the problem?
a landslide re-election victory on January 16, 2007. There is no one better able to explain and answer
As governor, Rendell served as chief executive of these questions than Peter Ricchiuti.
Peter Ricchiuti is the business school professor you
the nation’s sixth most populous state and oversaw
wish
you had back in college. He teaches courses
a $28.3 billion budget. He is now a political analyst,
providing his trademark straightforward and colorful on the financial markets at Tulane University’s A. B.
commentary for NBC News and its sister cable channel, Freeman School of Business and his insight and humor
have twice made him the school’s top professor. Peter’s
MSNBC.
Mara Liasson of NPR will moderate the discussion and presentation will be “Market Signals and Uncertainty
conversation. Liasson is a political contributor for FOX Brings Opportunity.”
You won’t want to miss this session!
News Channel and a national political correspondent
for National Public Radio, which she joined in 1985.
Business Sessions
Business Session I:
“75 Years Young”
In many ways, the United States alcohol beverage industry pushed a reset button with the repeal of prohibition
in 1933. No longer was there a national policy of abstention, but a myriad of state laws that suppliers have had
to adapt to in order to be successful. Initially, many open and control states established rules and regulations to
restrict prolific purchasing practices.
The marketplace is significantly different today and we would argue that many control states have more modern
retailing and distribution operations than some private companies and open states. Will there be continued
proliferation of products and flavors? Have we learned from the past how best to regulate this sometimes
dangerous product? What impact will the changing global economy have on our markets and the suppliers?
Moderated by Chairman Stapleton, guest speakers Rob Sands, President and CEO of Constellation Brands, Inc.;
William Goldring, Chairman of Sazerac Company, Inc.; and Mark Brown, President and CEO of Sazerac Company,
Inc. will discuss these questions and more.
Business Session II:
“Control State Myth Busting”
Often, proponents of privatization don’t clearly understand how particular control systems operate. A common
statement is, “if it is run by the government, it has to be inefficient”. Other often-used criticisms and myths
range from “poor selection” to “high pricing”. Recognizing that control states operate within the restraints placed
on them, it’s important to acknowledge recent surveys and awards for many control state operations that
have modernized significantly, providing excellent customer service. For the most part, control state officials
are forbidden to advocate for their systems and the industry is reluctant to say anything publicly in support of
control systems. This makes it extremely difficult to change the perception and burst these myths. George Griffin,
Director of the Montgomery County Dept. of Liquor Control and NABCA Board Member, will moderate a panel
of experts who will try to dissect fact from fiction and recommend how best to improve the image of control.
Panelists include Bob Peter, President and CEO of the Liquor Control Board of Ontario; Simon Hunt, President of
William Grant & Sons USA; Donn Lux, Chairman and CEO of Luxco, Inc.; and Mike Keyes, President,North American
Region for Brown-Forman
Business Session III:
“Transitions”
As Chairman Stapleton’s year draws to a close, it’s time to reflect on changes and transitions. Without doubt,
2011/2012 has been an historic year for the control states. Privatization continues to loom over many systems and
not always for the same reasons. Even with notable efforts by many to modernize and provide better service to
consumers, the overall anti-government sentiment is not abating. Deregulation in every facet of life is in vogue.
It’s fair to say that industry and the control systems face another year of uncertainty and tumult. Commissioner
Mark Bodi of New Hampshire and Chair-Elect of NABCA will present his goals and his priorities as he looks ahead
to his term as NABCA Chairman. John McDonnell, Chief Operating Officer of Patrón Spirits International A.G.
and newly appointed Chairman of the Board for DISCUS, will address the conference in his new role and share
the priorities and concerns of DISCUS. Charles Merinoff, Chairman and CEO of The Charmer Sunbelt Group and
in-coming Chairman of the Board of the Wine & Spirits Wholesalers Association, will speak to the issues and
goals of the wholesalers as well as other survivability concerns of the three-tier system. Additionally, we will
recognize and honor many of the past NABCA Chairmen for their guidance and devotion to the Association.
NABCA acknowledges that they have helped us to become one of the most respected and credible organizations
in the association field today.
Seminars &
Workshops
Seminar I: “Does Minimum Pricing Maximize Profit?”
Many jurisdictions control or otherwise, utilize and require minimum pricing of alcohol beverages for a multitude
or reasons; public health and safety, reducing product proliferation, eliminating loss leader discounted products,
etc. Additionally, some jurisdictions have considered tying the minimum price to annual CPI increases to keep
alcohol pricing at a level that does not encourage consumption. Is minimum pricing effective for the reasons
stated or does it create barriers for a free market system? During this session we will hear two methods of pricing
strategies and the benefits or problems connected with both.
Moderator: Stephanie O’Brien, Chair, Vermont Dept. of Liquor Control and NABCA Board Member
Panelists: Bret Mitchell, President and CEO, Nova Scotia Liquor Corporation
Jeff Anderson, Director, Idaho State Liquor Division and NABCA Board Member
Seminar II: “Sampling Success”
From a dispenser of last resort, many control states have implemented tasting/sampling rules and regulations that
allow customers to a try product before purchasing it and to learn the appropriate way to consume and perhaps
understand the culture and history of the product. While this was certainly not in the mission statement for control
systems in the thirties, most have modernized and adapted to provide better service to their customers. However,
control states must also insure a safe environment for tasting and sampling, which in our view, is where a control
system has a great opportunity to not only give their customers better service, but also to display their social
responsibility credentials. This session will showcase jurisdictions that have adopted “best practice” and successful
tasting/sampling regulation.
Moderator: Neal Insley, Chairman, Virginia Dept. of Alcoholic Beverage Control and NABCA Board Member
Panelists: Jim Short, Director of Marketing, Pennsylvania Liquor Control Board
Peter H. Cressy, President and CEO, Distilled Spirits Council of the United States (DISCUS)
Seminar III: “Marketing Matters”
As many control jurisdictions adopt modernization techniques, promotional and marketing activities have proven
helpful in generating a stronger revenue stream. It also provides suppliers opportunities to partner with the
agencies to attract new legal age customers. Because control jurisdictions generally have more products available,
this gives all suppliers an equal chance to create interest in building new brands and keeping old brands relevant
in the marketplace. No longer are control jurisdictions able to “shelf it and they will come”. Today’s customers
are looking for specials and oftentimes for something new. There are responsible ways to market alcohol other
than selling below cost, and many control jurisdictions are making it happen. This session will present marketing
options that have not only created sales and revenue lift, but have also done it responsibly.
Moderator: Ed Schmidt, Director, Wyoming Dept. of Revenue and NABCA Board Member
Panelists: K ate Paine, Director of Marketing Communications, Branding & Design, Pennsylvania LCB
Mark Bodi, Commissioner, New Hampshire State Liquor Commission and NABCA Board Member
Seminar IV: “Handling Product Proliferation”
As a monopoly, control jurisdictions must try to provide a fair and balanced approach for all
suppliers and their products to succeed. Even when numerous flavors, size extensions and new
products emerge, most control systems have tried to adopt and implement listing/delisting
policies that are transparent, understandable and fair. There are several methods control
jurisdictions use to deal with this dilemma and, more important, each jurisdiction has
unique factors that have to be considered. This session will look at two jurisdictions
that have successfully handled the explosion of products and maintained a level
playing field in a fair and transparent manner.
Moderator: S teve Bjeldanes, VP, General Sales Manager – U.S. Control Region/
National Accounts/Canada, Beam Inc.
Panelists: Lisa MacGregor, Director of Supply Chain, Liquor Control Board of Ontario
Mike Herring, Chief Administrator, North Carolina Alcoholic Beverage
Control Commission
Workshop I: “Alcohol Legislation and Policy Update”
Moderated by Chairman of the Legislative/Policy Sub-Committee of the Industry Steering
Committee Marc Satterthwaite of Brown-Forman, this workshop will provide a status report on
legislative and alcohol policy changes occurring throughout the control state market place. With
privatization discussions still ongoing in several states, along with the transition in Washington, this
session which includes reports from NABCAs general counsel and senior vice president of public policy
and communications, will be educational and topical for industry and control state officials alike. The
panel will also discuss projects and priorities for the coming year.
Moderator: Marc Satterthwaite, Vice President, Director, Control States and Canada, Brown-Forman
Panelists: J im Goldberg, General Counsel, NABCA
Steve Schmidt, Senior VP of Public Policy and Communications, NABCA
Workshop II: “IT and Sales Reporting Update”
Join IT Sub-committee Chairman Tim Wilson for a review of the changes and
improvements to NABCAs sales reports and an update of the Price Quotation Reporting
System (PQRS) which is now operating in Alabama, and will soon be launching in Idaho.
Jerry Janicki of NABCA will also participate to provide a closer look at the opportunities
and techniques to better utilize the SAM database for your organization’s particular
needs. Moderator Tim Wilson will also include a briefing on the goals and priorities of
future changes which will enhance IT reporting and communication.
Moderator: T im Wilson, Chairman, IT Sub-Committee of the Industry Steering
Committee and Divisional VP, Control States, Proximo Spirits
Panelist:
Jerry Janicki, Senior VP Operations and Chief Operating Officer, NABCA
Speakers
Steve Bjeldanes, VP, General Sales Manager – U.S. Control Region /National Accounts/
Canada
Beam Inc.
Steve is a 28 year veteran of the beverage alcohol industry in both supplier and distributor roles. He
began his career and spent 17 years in the E&J Gallo Winery system with approximately half of those
years intermittently on the actual Winery payroll in Field Sales/Marketing and Brand Management, mostly
based in the Midwest. The other half of those Gallo years were based in distributors in Sales Management
roles in Kansas City, MO and Chicago, IL.
Steve then moved on to Allied Domecq Spirits USA as their National Accounts Manager covering several of the nation’s
biggest spirits off premise customers. During his five year tenure at Allied Domecq, he was promoted to Division Vice
President in Florida, and later Illinois, before Allied Domecq was purchased by Beam Global and Pernod Ricard.
With Beam Global acquiring the Allied Domecq brands, Steve joined the Future Brands organization in Chicago, IL as the
Assistant Regional Vice President for the West and later was promoted to the role of Regional Marketing VP for the Central
part of the US for Beam Global. In 2008 Steve was promoted to the VP, General Sales Manager role he now holds managing the Control States Region. At
the end of 2010, Steve added the role of heading up the National Accounts teams for both On and Off Premise. This year, he
is now also responsible for Canada. In addition, Steve chairs the Industry Steering Committee at NABCA. He resides in the
Chicago area and is based in Beam Inc.’s headquarters there.
Mark Brown, President and Chief Executive Officer
Sazerac Company, Inc.
Mark Brown is the President and CEO of Sazerac Company, Inc., which has operations in Kentucky;
Maryland, Virginia; South Carolina; Louisiana; and California. He got his start in the beverage alcohol
business at a relatively young age when he began working in his family’s pub business in the U.K. in 1971.
In 1976 Brown joined British alcohol cider-maker H.P. Bulmer as a salesperson, and by 1978 was Sales
Trainer. He came to the United States in 1980, operating as the U.S. Field Sales Manager for Bulmer.
From 1981 to 1992 he served as Director of New Products, National Sales Manager and, eventually,
Vice President of Sales and Marketing with Sazerac. Brown left Sazerac and joined Brown-Forman (no relation) as Senior
Vice President and COO of the Select Brands Group for two years. He then spent the next three years as President of the
Advancing Markets Group, before returning to Sazerac in June 1997 in his current role.
Brown holds an MBA from Tulane University in New Orleans. He and his wife Jane have two sons, Thomas and Sam.
Peter H. Cressy, President and Chief Executive Officer
Distilled Spirits Council of the United States (DISCUS)
Dr. Peter H. Cressy joined the Distilled Spirits Council as President and Chief Executive Officer in
September 1999. An educator and retired U.S. Navy Rear Admiral, Dr. Cressy has an impressive history of
leadership positions.
He came to the Distilled Spirits Council following six years as Chancellor of the University of Massachusetts
Dartmouth. Under his tenure, the University had a significant impact on the economic, educational and
cultural resurgence of Southeastern Massachusetts. U.S. News & World Report honored the University by
recognizing it as a Top Ten Northern Regional University. Dr. Cressy’s academic career also included two years as President of
the Massachusetts Maritime Academy as well as numerous teaching assignments.
His 28 year naval career included key appointments at the State Department, House of Representatives, the Pentagon
and several commanding officer positions. His operational assignments included duties in Alaska, Japan, Iceland, Italy, the
Mediterranean and shipboard duty off the coast of Vietnam during the evacuation of Saigon and the Mayaguez Rescue. He
concluded his career as Commander, Fleet Air Mediterranean and Commander, NATO Air Mediterranean during Desert Storm.
A 1963 graduate of Yale University, he has a Master’s Degree in International Affairs from George Washington University,
an MBA from the University of Rhode Island, and a Doctorate in Education from the University of San Francisco. He also
graduated with distinction from the Naval War College.
During his tenure as President and CEO of the Distilled Spirits Council, Dr. Cressy has successfully advocates for tough
comprehensive laws to fight underage and drunk driving drinking. He has also been effective in establishing rigorous
standards for the beverage alcohol industry’s widely praised alcohol Marketing and Advertising Code.
William Goldring, Chairman
Sazerac Company, Inc.
William Goldring, patriarch of the Goldring family, is the third-generation to lead the family in the
beverage alcohol business. The company’s origin in beverage alcohol began in 1898 in Pensacola, Florida,
founded by Newman Goldring, Bill’s grandfather. Bill currently serves as Chairman of both the Sazerac
Company (America’s largest distiller) and Crescent Crown Distributing, (the nation’s second largest beer
wholesaler). Sazerac owns and manufactures nearly 200 brands of spirits sold throughout the country
and internationally, with a special focus on vodka products and high quality, award winning bourbons. Bill has dedicated his entire career to the beverage alcohol business, where he has spent over 45 years.
Bill is also, or has been, Chairman of Spar Advertising; Board of Directors of the Audubon Institute Foundation; Ogden
Museum of Southern Art; Goldring Family Foundation; and Woldenberg Foundation. He is a member of Touro Infirmary
Board of Directors; Tulane University Board of Administrators; Tulane University Business School Council; New Orleans
Business Council Board of Directors; Anti-Defamation League Board of Directors; Temple Sinai Board of Directors; Louisiana
Association of Business and Industry; National Beer Wholesalers Association; Isidore Newman School; New Orleans Chamber
of Commerce; World Trade Center. He and his wife, Jane, have three children, Jeffrey Goldring, Diane Franco, Marc Goldring,
and four grandchildren, Eli Franco, Stephen Goldring, and Maggie & Ashton Goldring.
Michael C. Herring, Chief Administrator
North Carolina Alcoholic Beverage Control Commission
Mike Herring has served as Chief Administrator of North Carolina’s ABC Commission since 1995. He
oversees a staff of more than 40 charged with regulating all alcohol production, transportation and
sales in the nation’s 10th largest state. North Carolina’s ABC Commission regulates roughly 17,000 retail
outlets that sell or serve alcohol. Four hundred of these locations are ABC Stores that serve as the sole
purchase outlets for bottled spirituous liquor. Under Mike’s tenure as Chief Administrator of the NC ABC
Commission, local ABC store sales revenues have more than doubled to $746 million from the $355
million tallied in fiscal year 1995, when he took the helm.
Mike has spent his career at the ABC Commission, joining the staff in 1981 after graduating in Business Management from
North Carolina State University in 1980. He and his wife Liz live in Wake Forest, NC and are parents of one daughter.
Simon J. Hunt, President
William Grant & Sons USA
Simon J. Hunt joined William Grant & Sons in October 2007 as President of William Grant & Sons USA
and Managing Director of North America. He is a member of the William Grant & Sons, Ltd. Executive
Team and sits on the boards of Peter Mielzynski Agency of Canada and Tequila Milagro of Mexico.
Simon has extensive worldwide experience in the spirits and wine industry coming to William Grant
& Sons from Malibu-Kahlua International (Pernod Ricard) where as CEO he ran their operations globally.
Prior, he held senior local and global marketing positions at Allied Domecq and Diageo He holds a
bachelor Degree from the London School of Economics and an MBA from London Business School.
Speakers Cont.
Michael J. Keyes, President, North America Region
Brown-Forman
Mike Keyes is President of the North America Region at Brown-Forman Corporation and a member of
the company’s executive leadership team. Prior to taking on the role as President of the North America
Region, Keys served as managing director, North America Group. Before that role, he served as senior
vice president and managing director, Jack Daniel’s, where he helped lead Jack Daniel’s, the number-one
selling whiskey in the world, in many marketing and sales activities.
Keyes started at Brown-Forman in 1991 when he joined the Korbel brand team in the Wine Group,
assuming the role of Korbel brand general manager shortly thereafter. In 1997 Keyes joined the Jack Daniel’s brand team as
brand director, and in 1998 was named vice president and brand director. Prior to joining Brown-Forman, Keyes served as
category manager for Scotch Whisky brands at Hiram Walker/Allied Lyons, and he also held sales and marketing positions
with the Stroh Brewery Company.
He earned his bachelor’s degree from the University of Michigan. Keyes, his wife, Beth, and their three children reside in
Louisville, Kentucky.
Donn Lux, Chairman and Chief Executive Office
Luxco, Inc.
Donn Lux is Chairman & and Chief Executive Officer of Luxco, Inc. (Luxco). His father, Paul A. Lux, founded
Luxco in 1958, as primarily a private label bottler of distilled spirits. Since that time, Luxco has grown to
become an international bottler, importer, exporter and marketer of distilled spirits and wine. Prior to
being appointed Chairman & CEO, Donn held positions as a President, Divisional Sales Manager, Director
of New Brand Development, Director of Marketing, and Executive Vice-President. Donn was appointed
President in September of 1991 and Chairman in 2010. Growing up in the business, he basically worked
in every department in the manufacturing and production process as well as in sales and marketing.
In 1982, after graduating from Tulane University with a Bachelor’s degree in Management, he worked for the company for
two years. In 1984, he left the company to attend the Kellogg Graduate School of Management at Northwestern University
to earn an MBA. After Kellogg, he worked for Carnation Company (a division of Nestle) in Marketing Management in Los
Angeles, California. Donn returned to Luxco in late 1987 as Director of New Brand Development.
Donn serves on the board of the President’s Forum, The Distilled Spirits Council of the United States (DISCUS), the National
Alcohol Beverage Control Association (NABCA) Industry Steering Committee, Saint Louis University Board of Trustees and
the St. Louis Regional Business Council (RBC). His philanthropic activities include serving on the boards of the Social Venture
Partners (RBC), the University City Children’s Center and the Lux Family Foundation. The Lux Family has been a long-time
supporter of the St. Louis Zoo, St. Louis Children’s Hospital and Barnes-Jewish Hospital. He has been a member of Young
Presidents Organization (YPO) since 1992 and has served its board in numerous capacities.
Donn currently resides in St. Louis, Missouri with his wife of 22 years, Michele; their two sons, Philip and Andrew; and a host
of their beloved family pets. In their free time, they enjoy spending time at their family farm outside of St. Louis – Woody
Creek, as well as traveling, aviation, hunting, the outdoors, and all types of sporting activities.
Lisa MacGregor, Director of Supply Chain
Liquor Control Board of Ontario
Lisa MacGregor is the Director of Supply Chain of the LCBO, one of the largest liquor purchasers in
the world with 620 stores and annual sales of $4.7 Billion. Lisa holds a Masters in Economics from the
University of Guelph and joined the LCBO in 1992. She held various positions before assuming her current
position in 1999. LCBO’s Supply Chain department is responsible for delivering innovative product flow
solutions that improve customer satisfaction and enhance business relationships, all while reducing the
cost of doing business. The LCBO’s Supply Chain network has undergone a tremendous transformation, since 1999. Lisa has led a team that has
streamlined and re-engineered the entire supply chain business process across all key operational areas of the organization
including: Retail Operations; Merchandising; Inventory Management; and Logistics. Touch points for material handling
have been reduced to a more “just in time” delivery, resulting in reduced inventory and operational costs while increasing
service levels. Collaborative planning and forecasting with vendors has driven costs out of the entire system to achieve winwin performance results. Under Lisa’s leadership, the improvements in LCBO’s supply chain operations has contributed to
significant increases in sales; improvements in inventory turns; reductions in net inventory and increased profitability. On
behalf of the LCBO, Lisa has won numerous awards for developing innovations in retail technology and employee training.
John McDonnell, Chief Operating Officer
Patrón Spirits International A.G.
John McDonnell has enjoyed a career filled with opportunities to launch and market successful global
spirits brands. He began at Joseph E. Seagram & Sons, where he spent years in various domestic and
international sales and marketing positions. He joined Patrón and was appointed to his current position
in January 2005. In this role, he monitors and manages the company’s day-to-day activities, reporting
to the Chief Executive Officer. He also helped close the company’s acquisition of ultra-premium Ultimat
vodka and has led the company’s international and duty-free expansion into over 130 countries and
islands worldwide. In February 2012, John was elected Chairman of the Distilled Spirits Council of the United States (DISCUS),
the national trade association representing America’s leading distillers.
Charles Merinoff, Chairman and Chief Executive Officer
The Charmer Sunbelt Group
Charles Merinoff is the chairman and chief executive officer of The Charmer Sunbelt Group
(CSG). Following his graduation from the University of Wisconsin in 1980, Charles joined the family’s
business, working in various positions in operations, purchasing and sales. In 1991, Charles was named
president of Charmer Industries, the family’s Metro New York business.
In 1994, the family acquired Sunbelt Beverage Corporation, then operating distributorships in several
Eastern states. Sunbelt continued to expand through acquisitions and partnerships, and in 1997 the
wholesale companies in which the family had an interest became known as The Charmer Sunbelt Group. In 2011, he was
named chairman of the board of Sunbelt Holding Inc.
Charles devotes a significant amount of time and resources to charitable organizations. Charles has been a member of
the Federal Law Enforcement Foundation since 1999, and is currently its treasurer and an active member of its board of
directors. He also sits on the board of trustees of the Culinary Institute of America and is on the board of directors of the
Thurgood Marshall College Fund, and in 2010 was elected to the board of trustees of the North Shore-Long Island Jewish
Health Systems and the executive committee of Lenox Hill Hospital. He has been honored over the years by the Boys Town of
Italy, the Boy Scouts of America and the UJA-Federation of New York. Charles spearheads the annual Wine and Wishes tasting
and auction, which has raised over $4 million for the Make-A-Wish Foundation of Metro New York. Charles is currently the
chairman of the Wine & Spirits Wholesalers Association of America (WSWA), the national trade association for wholesalers
in the wine and spirits industry.
Bret Mitchell, President & Chief Executive Office
Nova Scotia Liquor Corporation
Bret Mitchell joined the Nova Scotia Liquor Corporation, the fourth largest retailer of beverage alcohol
in Canada, as President and CEO in January 2006 with over 25 years of senior retail experience in the
supermarket and sporting goods and apparel industries. During Bret’s tenure as CEO, the NSLC has
increased net sales by over 51% and improved net income by 64% or $53.2 million. Under his leadership
the NSLC has become a customer service driven retailer and has achieved customer satisfaction ratings
of over 91%. The NSLC has been recognized with over 60 national and international awards in marketing,
occupational health & safety, communications, merchandising, supply chain, store design and corporate and social
responsibility. Bret has been recognized as one of Atlantic Canada’s Top 50 CEO’s 4 times.
Prior to joining the NSLC Bret was the Chief Merchandising Officer for the Forzani Group. In this role his responsibilities
included marketing, advertising, merchandising, and purchasing for Sport Check and Coast Mountain Sports. He also was
responsible for the warehousing, logistics and distribution of all Forzani Group banners. His accomplishments included
creating and implementing a five year brand strategy for Sport Check.
Speakers Cont.
Bret’s career includes seventeen years of progressively more senior positions in the grocery retail business. He began his
career with A&P in 1976. In 1991 he joined Sobeys holding several merchandising and operations roles rising to Vice President,
Corporate Category Management based in Stellarton, Nova Scotia in 1998. Bret was then promoted to Vice President,
National Procurement and Category Management in 1999 and led the integration in Ontario of Sobeys and the Oshawa
Group in category management, grocery and general merchandising. In 2000, Bret assumed the role of Senior Vice President,
Merchandising and Marketing for Sobeys Ontario Division based in Toronto. In 2002 Bret moved to the position of Senior Vice
President, National Merchandising, Fresh Foods, Retail Brands and Business Process Improvement.
Kate Paine, Director of Marketing Communications, Branding & Design
Pennsylvania Liquor Control Board
Kate Paine came to the Pennsylvania Liquor Control Board in 2007 to manage the rebranding of the
retail functions of the agency, overseeing the project from concept to implementation in stores and
online. In her current role as Director of Marketing Communications, Branding & Design, Kate oversees
advertising, retail design for 600+ stores, e-commerce, digital marketing and ongoing management of
the “Fine Wine & Good Spirits” brand.
Under Kate’s design leadership, the PLCB has opened eleven redesigned “Fine Wine & Good Spirits”
stores, which have seen an approximate 30% increase in sales. This well-received design is being rolled out statewide
in 2012 through a “kit of parts” approach. The PLCB also rebranded its online presence with the successful launch of
FineWineAndGoodSpirits.com, a beautiful retail-focused website that is attracting 80% more traffic and continues to be
a popular resource for Pennsylvanians. To further these digital marketing efforts, Kate oversees the agency’s social media
presence on Facebook, Twitter, YouTube and FourSquare, as well as the PLCB’s mobile app.
Kate’s current passion is Integrated Marketing, ensuring a consistent experience for consumers as they “pre-tail” via
advertising, digital marketing and social media; as they shop featured products and programs in stores; and as they enjoy
these wines and spirits and share their thoughts post-purchase. All facets of the promotional communications are infused
with education and know-how, elevating the consumers’ experience with wines and spirits.
Bob Peter, President and Chief Executive Officer
Liquor Control Board of Ontario
Bob Peter is the current President & CEO of the Liquor Control Board of Ontario (LCBO), the largest
liquor jurisdiction in Canada with 620 stores and annual sales of $4.7 billion. Bob joined the LCBO in
2001. His career spans over 40 years in Canadian retailing. His high level positions included President
of Simpsons Department Stores, President of the Bay Department Stores, Chairman of the Bay Specialty
Stores and Executive Vice President of the Hudson’s Bay Company. Bob has served as a cabinet member
of the United Way of Greater Toronto, a Director of the Retail Council of Canada, the Toronto Symphony
Orchestra and the Toronto Zoo.
Rob Sands, President and Chief Executive Officer
Constellation Brands, Inc.
Rob Sands joined Constellation Brands in June 1986 as general counsel overseeing the legal affairs
of the company, in particular its acquisitions. In 1993, he was appointed to the position of executive
vice president and general counsel. In 1998, upon acquisition of the company’s U.K. division that Sands
spearheaded, he was appointed to the role of chief executive officer of Constellation International, with
responsibility for oversight of this division. From early 2000 through most of 2002, he served as group
president with responsibility for Canandaigua Wine Company and the U.K. Division. In December 2002,
Sands was appointed to the roles of president and chief operating officer with responsibility for the company’s two divisions,
Constellation Wines and Constellation Beers and Spirits. In July 2007, Sands was named President and Chief Executive Officer
of the company. He is also a member of Constellation’s board of directors.
Prior to joining Constellation, Sands was an associate with the Rochester law firm of Harter, Secrest & Emery. He received a
Bachelor’s Degree from Skidmore College in 1981 and his doctorate from Pace University School of Law in 1984.
Sands is chairman of the board of the New York Wine and Culinary Center, a member of the board of trustees of the
Rochester General Health System, a member of the board and executive committee of the Rochester Business Alliance, and
a member of the board of trustees of Thompson Health. In 2008, Sands was named an inaugural member of the Federal
Reserve Bank (FED) of New York’s Upstate New York Regional Advisory Board. The 10-member board provides the FED with
business insights for upstate New York.
Marc Satterthwaite, Vice President, Director, Control States and Canada
Brown-Forman
Marc Satterthwaite was appointed to the position of Vice President, Director, Control States and Canada
in 2011 and is now celebrating his 24th year of employment with Brown-Forman. He has been a Vice
President with the company since 2000. Prior to his current role, he held a variety of leadership positions
that spanned sales, marketing, and operations. Within sales, these positions included Division Manager
of fifteen states in the Central/Midwest U.S., Illinois Sales Manager, Louisiana Sales Manager, Maryland/
DC/Delaware Market Manager, and Mississippi Merchandiser. Additionally, Marc worked in three different
brand management roles on Jack Daniels RTDs and Finlandia Vodka. He is active within a number of charitable organizations
and recently served on two boards, Western Kentucky University and Discover Downtown La Grange. His education includes
a Bachelors of Science degree in Finance with a minor in Economics from WKU and an MBA from the University of New
Orleans. He resides in Louisville, Kentucky, with his wife, Vicki, in their “empty nest” home following the recent departure of
their son and daughter to High Point University and Dayton University, respectively. In his spare time, and because he will
never be a good golfer, he enjoys renovating an old commercial building that he owns.
James H. Short, Jr., Director of Marketing
Pennsylvania Liquor Control Board
James H. Short, Jr., Director of Marketing for the PLCB, serves as the principal adviser to the Board on
purchasing, distribution, marketing and sales of wine and spirits. Jim manages a team responsible for
developing innovative promotional ideas and marketing techniques for PA Wine & Spirits Stores.
Jim began his career at the Pennsylvania Liquor Control Board as a store clerk in 1984, and advanced
through various positions within store operations. Jim accepted a position with the marketing department
at PLCB headquarters in 1991 as a merchandising/pricing coordinator and rose to his current position as
the director of marketing in 2003.
In addition to his work at the PLCB, Jim is a member of the Greater Zion Missionary Baptist Church where he is very active in
the men’s ministry, homeless ministry and enthusiastically volunteers with the charitable organization, New Life Community
Development Corporation.
A native of Bryn Mawr, Pennsylvania, Jim studied at Indiana University of Pennsylvania. Jim resides in Harrisburg and enjoys
spending time watching Susquehanna Township Athletics with his wife, Denise, and their two children, Darius and Maya.
Tim Wilson, Divisional VP, Control States
Proximo Spirits
Tim Wilson joined Proximo Spirits is September of 2007. Tim is in charge of the Control States and
the Canadian Providences for Proximo. A 29 year veteran of our industry, he has vast experience on
the Distributor, Broker and Supplier sides of our Business. Tim also serves and represents the member
companies of the Industry Steering Committee as the chairman of the IT Committee. He is excited about
the opportunities that exist for the committee and hopes to get insight from members on how the
Industry can work better with the Control States.
The Wilsons call Ohio home. He, his wife, Kyndall, and their two girls relocated to Dublin in 2003. Tim attended Old
Dominion University in Norfolk, VA and is very proud that his youngest daughter, Kelsey, will begin improving the family
name there in September when she proudly becomes a Monarch. His oldest daughter, Jordan, is a senior at Chamberlain
University in Columbus.
Officers
Patrick J. Stapleton, III, Board Member & NABCA Chairman
Pennsylvania Liquor Control Board
Mr. Stapleton of Malvern, Pa., was appointed to the Pennsylvania Liquor Control Board by Governor Tom
Ridge on June 17, 1997. He was reconfirmed by unanimous votes of the state Senate on May 10, 2000 and
on May 17, 2004. Stapleton served as chairman of the PLCB from January 2007 through October 2011.
Additionally, Stapleton was named chairman of the National Alcohol Beverage Control Association in May
2011 and continues to serve in that role. During Stapleton’s tenure, the Pennsylvania Liquor Control Board
(PLCB) enjoyed record growth and a renaissance in its commitment to consumers by expanding choices and improving the
retail shopping experience. As one of the largest purchasers of wine and spirits in the world, the PLCB leverages its buying
power, providing consumers with phenomenal opportunities, such as the Chairman’s Selection program. Stapleton, a native
of Indiana, Pa., and a graduate of the University of Notre Dame and the Tulane University School of Law, is an attorney
practicing with the Philadelphia/Pittsburgh-based law firm of Weber, Gallagher, Simpson, Stapleton, Fire and Newby, where
he specializes in commercial litigation, bankruptcy, medical malpractice and general casualty litigation. He began his legal
career in Philadelphia, as an assistant district attorney in 1982 and later became a partner at the Rawle & Henderson law firm
before joining his current firm in 1994. He has served on the Pennsylvania Supreme Court Mediation Task Force and was
named one of Pennsylvania’s “Super Lawyers” by Philadelphia Magazine. In addition to his law experience, Stapleton has been
involved in various business and economic development consulting projects and is a director of Enterprise Bank of Allison,
Park, Pa. He is active in a variety of charitable organizations including Habitat for Humanity and the National Multiple Sclerosis
Organization.
Mark M. Bodi, Commissioner & NABCA Chairman-Elect
New Hampshire State Liquor Commission
Mr. Bodi was appointed as a member to the New Hampshire Liquor Commission in May of 2007. Prior
to his appointment, Mr. Bodi was partner and President of Griffin Bodi & Krause, Northern New England’s
largest advertising, marketing and public relations firm. While at the firm for nearly two decades, Bodi
specialized in financial services marketing and communication as well as retail wine and spirits marketing.
He has been the recipient of numerous awards for marketing, creative and communications excellence.
In 1976, Mr. Bodi was the second youngest member ever to be elected to the New Hampshire Legislature where he served
three terms. Bodi is a graduate of the University of New Hampshire and has served as a guest lecture at Harvard University.
Mr. Bodi and his wife Marie reside in Portsmouth, NH. He will serve as Chairman of NABCA during 2012/2013.
James M. Sgueo, President & CEO
National Alcohol Beverage Control Association (NABCA)
Mr. Sgueo is the President and CEO of the National Alcohol Beverage Control Association (NABCA). A
graduate of the University of Maryland with a B.A. in History, Mr. Sgueo served 23 years with NABCA as
Systems Analyst, Director of Statistical Operations, and Deputy Director, prior to taking the leadership
role of the Association in January of 1993. Now in his 40th year with NABCA, Mr. Sgueo has dedicated
his time toward establishing working relationships among all interested parties in the alcohol beverage
community through committee work, meetings, conferences and other means. Mr. Sgueo’s broad knowledge of the control
state systems and the alcohol beverage industry is evident in the growth NABCA has experienced
during his tenure.
Directors
H. Mac Gipson, Administrator
Alabama Alcoholic Beverage Control Board
Mr. Gipson was selected to be the Administrator of the Alabama Alcoholic Beverage Control Board on
January 17, 2011 by Governor Robert Bentley. An Alabama political veteran, Gipson served four terms in the
Alabama House of Representatives representing Autauga and Elmore counties. While a state legislator, he
served on the Travel and Tourism Committee and was instrumental in crafting the state education budget
as a member of the House Education Appropriations Committee. A U.S. Army veteran, Gipson is the retired CEO of Gipson’s
Auto Tire in Prattville and Millbrook. He is a member of the First United Methodist Church in Prattville, American Legion Post
122, Autauga Cattleman’s Association, YMCA Board of Prattville and a member of Easter Seal Board. He and his wife, Mary Lee,
are the parents of four children and six grandchildren and reside in Prattville, Alabama.
Jeffrey R. Anderson, Director
Idaho State Liquor Division
Mr. Anderson was appointed Director of the Idaho State Liquor Division by Governor C.L. “Butch” Otter on
April 30, 2010. Mr. Anderson continues to serve as Director of the Idaho Lottery, a position he’s held since
January 9, 2007. He came to state service after twenty-six years in broadcasting, most recently as Vice
President and General Manager of CBS television affiliates KBOI (Boise) and KIDK (Idaho Falls). Mr. Anderson
currently serves as President of the National Association of State and Provincial Lotteries (NASPL). He was previously NASPL
First Vice-President, Second Vice-President, Secretary, Treasurer, and Region IV Director. Mr. Anderson also serves on the
board of directors of the Multi-State Lottery Association (MUSL). As ISLD Director, he is a member of the board of directors
of the National Alcohol Beverage Control Association (NABCA) and serves on the NABCA Internal Affairs and Finance
Committees. While in local broadcasting, Mr. Anderson was involved in a variety of executive board-level posts for the Idaho
State Broadcasters Association, including legislative liason representing the industry’s interests to Congress and the Idaho
legislature. He was the 2001 recipient of the National Association of Broadcasters Service to America Award for Service to
Children. Mr. Anderson received a Bachelor of Science, Business Administration degree from California State University, Chico
with a double major in Communications. Jeff resides in Boise, Idaho with his wife of 29 years, Theresa Anderson.
Steve Larson, Administrator
Iowa Alcoholic Beverages Division
Mr. Larson was appointed Administrator of the Iowa Alcoholic Beverages Division on May 1, 2010. He
has recently implemented initiatives including policies and procedures for enhancing customer service,
extensive cost savings measures, improving education and outreach programs, renewing the alcohol
compliance program and increasing transparency. Mr. Larson has also focused on revitalizing the agency’s
relationships with partners such as other state agencies, prevention groups, trade associations, industry partners and local law
enforcement officials. A native of Burlington, Mr. Larson’s career in public service dates to 1984. He has extensive experience
in regulatory compliance, treasury management, and governmental relations. Mr. Larson has served on numerous boards
and commissions including the State Appeals Board, Vision Iowa, I-Jobs, and the Iowa Accountability and Transparency
Board, National Association of Unclaimed Property Administrators and the National Association of State Treasurers. Notable
achievements include the 2007 Presidential Distinguished Services Award for Outstanding Service, Golden Dome awards
on Dedication to Process Improvement. Mr. Larson graduated with honors from William Penn University in Oskaloosa, Iowa,
with a B.A. in Business Administration. He is a member of the National Alcohol Beverage Control Association and the National
Conference of State Liquor Administrators.
Directors Cont.
Gerry Reid, Director
Maine State Liquor & Lottery Commission
Gerald T. “Gerry” Reid is the Director of the Maine Bureau of Alcoholic Beverages and Lottery Operations.
Mr. Reid has over 30 years of experience in brand strategy, marketing, and new product development for
various companies including those in the food and beverage industry. He most recently was Managing
Director at Jose Cuervo International, and had worked at Diageo North America as Senior Vice President of
the company’s global tequila portfolio. He also held prior positions at Diageo as Vice President of Strategy and Vice President
of Consumer Marketing. Throughout his career, he gained extensive experience in the food industry, working for Kraft Foods
in new product development and as Vice President for confectionary products. He served in the U.S. Army reserve for six
years. He graduated from the University of Wisconsin at Madison with a master’s degree in marketing, and earned a bachelor’s
degree in marketing and economics from the university’s Whitewater campus. Mr. Reid resides in Northport, Maine with his
wife “Dee”.
George F. Griffin, Director
Montgomery County, Maryland Department of Liquor Control
Mr. Griffin has been Director of the Montgomery County, Maryland, Department of Liquor Control since
February 2001 and he served as NABCA’s Chairman during 2005/2006. Prior to that appointment, he served
as Montgomery County’s Assistant Chief Administrative Officer, responsible for coordinating and guiding
governmental operations. Previously, Mr. Griffin served as Special Assistant to the County Executive, a role
he was appointed to in December, 1994. Prior to that appointment, Mr. Griffin was the Executive Director of the Greater
Bethesda-Chevy Chase (B-CC) Chamber of Commerce and a past president of the Metropolitan Washington D.C. Council of
Chambers. He has also been an associate broker with a regional commercial real estate firm, and a small business owner.
He has served on numerous Boards of Directors and committees including the Washington D.C. Water and Sewer Authority
and the Strathmore Hall Arts Foundation. Mr. Griffin graduated from Washington & Lee University (Lexington, VA) with a
bachelor’s degree in Politics, and earned a Masters in Public Policy degree from the University of Maryland (College Park, MD).
He resides in Rockville, Maryland, with his wife and son.
Andrew J. Deloney, Administrative Commissioner
Michigan Liquor Control Commission
Mr. Deloney was appointed as an Administrative Commissioner to the Michigan Liquor Control Commission
on June 10, 2011 for a term that expires on June 12, 2015. Prior to this appointment Deloney served as vice
president of public affairs for the Michigan Restaurant Association, a position he held since 2003. Before
that, he was the assistant state director for Michigan’s arm of the National Federal of Independent Business.
Andy also previously served as a legislative assistant in the Michigan House of Representatives. Deloney earned a bachelor’s
degree in political science with a concentration in public service from Albion College. J. Ed Morgan, Commissioner
Mississippi State Tax Commission Alcoholic Beverage Control Division
Mr. Morgan is the chief executive officer of the Department of Revenue. Mr. Morgan was appointed
Commissioner of Revenue and Chairman of the State Tax Commission, on January 1, 2009. He was
subsequently appointed as the first Commissioner of Revenue for the Mississippi Department of Revenue on
July 1, 2010. His term expires June 30, 2016. Morgan, a Hattiesburg native, served four years as state senator
from District 45 in the Hattiesburg area. He served three terms as mayor of Hattiesburg and was City Council President.
Morgan also has been president of the Mississippi Municipal League, Chairman of the Mississippi Workers’ Compensation
Pool and Chairman of the Mississippi Insurance Service Company. Morgan previously worked with SouthGroup Insurance
Services and as a partner in F&S Construction Company. Prior to those positions, he worked as vice president of Lee Gunn Oil
Exploration, vice president of Southern Vital Record Center and Vice President of L&A Construction Company. He has worked
with several community organizations, including the American Red Cross and the Boy Scouts of America. Morgan received
a bachelor’s degree from the University of Alabama and a law degree from Mississippi College. He has four children and six
grandchildren.
Shauna Helfert, Liquor Control Division Administrator
Montana Department of Revenue
Mrs. Helfert is the Administrator of the Department of Revenue’s Liquor Control Division. Mrs. Helfert served
as NABCA Chair during 2009/2010. Mrs. Helfert became involved in liquor for the Department of Revenue
in May 1998 where she started as the Liquor Distribution Manager. She is a certified Public Accountant and
a 1993 Graduate of Montana State University with a B.S. in Business Administration. Prior to working as an
Administrator, Mrs. Helfert worked as an auditor for the Corporation Tax Division with the Department of Revenue and for
the Federal Department of Agriculture, as a Human Resource Officer. She lives in Helena with her husband, Erik, and sons,
Chace and Kash.
A.D. “Zander” Guy, Jr., Chairman
North Carolina Alcoholic Beverage Control
Mr. Guy was sworn in as Chairman of the North Carolina Alcoholic Beverage Control Commission in February
2012. He has served as a member of the Commission since October 2009. Mr. Guy is a native North Carolinian
who has always lived and worked in the southeastern part of the state. He attended Campbell University
and is a graduate of the Realtors Institute. Mr. Guy currently serves a Mayor of the Town of Surf City and is a
member of the Cape Fear Community College Trustee Board. He previously served on the N.C. Banking Commission under
Governors Hunt, Martin, Easley and Perdue. He is past President of the Neuse River Council of Governments, past member
of the Local Government Advocacy Council, and former Mayor and Councilman of the City of Jacksonville. For more than 20
years he has held elected office in municipal government. Mr. Guy is married to Sabrina M. Guy, and they have three children
and one grandchild.
Bruce D. Stevenson, Superintendent
Ohio Department of Commerce Division of Liquor Control
Mr. Stevenson was appointed Superintendent of the Ohio Division of Liquor Control by Ohio Department
of Commerce Director David Goodman on January 26, 2011. Prior to his appointment, Mr. Stevenson has
served as Acting Superintendent since November 2010. Mr. Stevenson has worked for the Division of Liquor
Control in various capacities for the past 20 years, and has extensive knowledge and experience regarding
the regulation of Ohio’s liquor industry. For the past 13 years, Mr. Stevenson had served as Deputy Superintendent of the
Division’s Licensing Section, responsible for the issuance and renewal of the state’s 23,000 manufacturer, wholesale distributor
and retail permit licenses. Other positions held by Mr. Stevenson with Liquor Control include Chief of the Permit Division
from 1993-1997, and Chief of the Beer and Wine Division from 1991-1992. Prior to joining the Division, Mr. Stevenson worked
for Gold Circle Stores in Columbus, Ohio. Mr. Stevenson is a graduate of Youngstown State University with a Bachelor of
Science degree. He and his wife Linda have two adult children and reside in Urbana, Ohio.
Cassandra C. SkinnerLopata, Chair
Oregon Liquor Control Commission
Ms. SkinnerLopata was appointed by Oregon Governor John Kitzhaber to serve as the Chair of the Oregon
Liquor Control Commission’s Board of Commissioners on July 5, 2011. She has been a member of the OLCC’s
Board of Commissioners since June 2009. She also currently holds the positions of General Counsel and
Medicaid Program Director for Agate Healthcare, a dynamic health plan serving Medicare and Medicaid
recipients in Lane County, Oregon. Cass is a graduate of the University of Oregon School of Law - is a proud mother of five,
and remains an active member in her community. She is a current member of the Oregon State Bar, the Lane County Bar
Association, Lane County Women Lawyers, the Oregon Gay and Lesbian Law Association, and the Oregon Minority Lawyers
Association. In addition to serving on the Board of Directors for NABCA, Cass currently serves on the Board of Directors
for Oregon Women Lawyers and on the Advisory Board for the Survivors Justice Project. Her broad range of community
service has included positions on the Governor’s Council on Domestic Violence, the Lane County Human Rights Advisory
Committee, and the Board of Directors for Head Start of Lane County, and Breaking Free - a non-profit organization promoting
Directors Cont.
empowerment and self-defense for women and girls. She has served as a volunteer for the Attorney General’s Sexual Assault
Task Force and Lane County Legal Aid. She continues to volunteer as a quarterly guest speaker for the University of Oregon
Student Health Center’s Peer Health Education Program, and has graded bar exams for the Oregon State Bar Board of Bar
Examiners for the past four years. Cass is a recent recipient of the 2010 Rising Business Stars Award from the RegisterGuard Blue Chip Business magazine. The award recognized her professional excellence and significant contributions to her
community.
TBD
Utah Department of Alcoholic Beverage Control
Stephanie O’Brien, Chair
Vermont Department of Liquor Control
Ms. O’Brien’s appointment by Governor Jim Douglas to the State of Vermont’s Liquor Control Board in
September 2007 allowed her to become the first female in the history of the board to serve as a member and
in 2011 Chair, as appointed by Governor Peter Shumlin. Since joining the board Ms. O’Brien has contributed
to the opening of two new agency stores, to allow product tastings in agency stores with a permit from the
DLC. And, all are looking forward to implementing a modern ERP and point of sale system to keep the business efficient
and effect, this project is underway. Ms. O’Brien serves as a board member of the Lake Champlain Regional Chamber of
Commerce and Congressman Peter Welch’s Business Advisory Council. She serves as an ambassador for the United Way’s
annual fund raising campaign. She is a real estate Broker and holds several certifications through the National Center for
Housing Management which include being a Certified Occupancy Specialist; Certified Manager of Maintenance; Certified
Financial Specialist; Certified Manager of Housing. Ms. O’Brien is the former President & CEO of O’Brien Brothers Agency and
her prior board experience includes service on the executive committee of the Vermont Housing Managers Association and
to the Vermont Housing Council, the latter being an appointment by former Governor Howard Dean. She is a graduate of
Plymouth State College in Plymouth, New Hampshire. On the weekends you will find her out of the slopes skiing, hiking or
out on an adventure with her daughter Grace and husband Roger.
J. Neal Insley, Chairman
Virginia Alcoholic Beverage Control Board
After graduating from college, Mr. Insley began his career in 1993 as a Police Officer with the Virginia Marine
Police. In 1996, he was hired as a Special Agent with the Virginia Department of Alcoholic Beverage Control. In
1999, Mr. Insley was accepted into law school and continued to perform his duties as an ABC Special Agent,
while attending law classes in the evenings and on the weekends. In 2003, Mr. Insley graduated from law
school and was admitted to practice law in Virginia. Mr. Insley left ABC to work as a state prosecutor. After prosecuting for a
few years in two separate jurisdictions, Mr. Insley entered the private sector and focused his practice in ABC Law. In his private
practice, Mr. Insley has represented clients ranging from small solo-proprietorships to national chain restaurants, distributors
and manufactures of alcohol in an array of ABC related issues. In 2010, Mr. Insley was appointed by Virginia Governor Robert
F. McDonnell to serve as Commissioner and Chairman of the Virginia Alcoholic Beverage Control Board.
Sharon Foster, Chair
Washington State Liquor Control Board
Mrs. Foster was appointed by Governor Chris Gregoire as Chair of the Washington State Liquor Control Board,
effective August 15, 2009. Mrs. Foster is a retired self employed contract lobbyist who lives in Olympia. She
retired in 2004 and was a lobbyist for 20 years. Among her clients were the YMCA, the Council of Youth
Agencies, the California Wine Institute, NARAL, Community Mental Health, the Washington Restaurant
Association, Oracle and Traffic Safety Education. Prior to becoming a registered lobbyist Sharon was the State of Washington
Director of the YMCA Youth and Government Program, which she ran for 10 years and an employee of the YMCA of the
USA. Sharon has been on the Heritage Park Board, overseers of the park area surrounding Capitol Lake on the campus of
the Washington State Capitol, for 20 years and more recently a steering committee member of Oly 2012, a citizens group
dedicated to enhancing the viability of downtown Olympia. Sharon was raised in Mt. Vernon, WA and now resides in Olympia
with her husband Dean. They have 5 children and enjoy many wonderful grandchildren.
Ronald Moats, Commissioner
West Virginia Alcoholic Beverage Control Administration
Mr. Moats is currently the Commissioner of the West Virginia Alcohol Beverage Control Administration,
Charleston, West Virginia. Immediately prior to this position, he served as Assistant Director at the West
Virginia Lottery. Mr. Moats also lead a number of projects for then Governor Joe Manchin during his tenure at
the Governor’s Office which began in 2005 and concluded in September 2010. From 1989 through January
2005, Mr. Moats worked at the WVABCA and held the title of Acting Commissioner for two years during 2003 and 2004. Mr.
Moats is a graduate of Fairmont State University, Fairmont, WV with a Bachelor of Science degree and a graduate of Potomac
State College, Keyser, WV with an Associate of Arts degree.
Edmund J. Schmidt, Director
Wyoming Department of Revenue, Liquor Division
Mr. Schmidt was appointed as Director of the Wyoming Department of Revenue by Governor Dave
Freudenthal in February 2003, and he served as NABCA’s Chairman during 2007/2008. The department
is the primary tax collection agency for the state through its sales, mineral and property tax divisions. The
department, through its Liquor Division, is also the exclusive wholesaler of alcoholic beverages in the state
and monitors alcohol control laws and licenses malt beverage wholesalers. Mr. Schmidt graduated from the University of
Wyoming with a Bachelor of Arts degree in 1967 and received his law degree from the University of Wyoming in 1974. He
served as a lieutenant in the infantry in South Vietnam in 1969-1970. After law school he served as a manager of land/legal
operations for several independent oil & gas operators in the Rocky Mountain region. Prior to joining the Department of
Revenue, Mr. Schmidt served on the State Board of Equalization from January 1998 to March 2003. He was elected Chairman
of the State Board of Equalization in April 1999. The Board is a panel of administrative law judges hearing tax appeals from
final decisions of the Department of Revenue and county boards of equalization.
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DICTADOR
www.rumdictador.com
MHW LTD.
www.mhwltd.com
VISION WINE & SPIRITS, LLC
www.visionwineandspirits.com
Maurice Cooper et Cie.
DIMENSIONAL INSIGHT
www.dimins.com
EXEL
www.exel.com
MUTUAL WHOLESALE LIQUOR, INC.
www.mutualwholesale.us
WHYTE & MACKAY AMERICAS
www.whyteandmackay.com
NATIONAL BEER AND
WHOLESALERS ASSOCIATION
www.nbwa.org
www.centerforalcoholpolicy.org
WINEBOW, INC.
www.winebow.com
DBA INTERNATIONAL IMPORT EXPORT
Thanks to all our Trade Show companies for participating!
NABCA Trade Center 2012
BACARDI U.S.A., INC
www.bacardi.com
HEAVEN HILL DISTILLERIES, INC.
www.heaven-hill.com
PHILLIPS DISTILLING COMPANY
www.phillipsdistilling.com
BEAM, INC.
www.beamglobal.com
HOOD RIVER DISTILLERS, INC.
www.hrdspirits.com
PROXIMO SPIRITS, INC.
www.proximospirits.com
BROWN-FORMAN
www.b-f.com
IMPERIAL BRANDS, INC.
www.ibrandsinc.com
RÉMY COINTREAU USA
www.remyusa.com
CAMPARI AMERICA
www.camparigroup.com
LUXCO, INC.
www.luxco.com
SAZERAC COMPANY, INC.
www.sazerac.com
CASTLE BRANDS, INC.
www.castlebrandsinc.com
MCCORMICK DISTILLING CO., INC.
www.mccormickdistilling.com
SERRALLES USA
www.destileriaserralles.com
CHARLES JACQUIN ET CIE., INC.
www.pravdavodka.com
MOËT HENNESSY USA
www.mhusa.com
SIDNEY FRANK IMPORTING CO., INC.
www.sidneyfrankco.com
CONSTELLATION WINES U.S.
www.cbrands.com
M.S. WALKER, INC.
www.mswalker.com
WESTERN SPIRITS BEVERAGE COMPANY
www.westernspirits.com
DIAGEO
www.diageo.com
PALM BAY INTERNATIONAL
www.palmbay.com
WHITE ROCK DISTILLERIES, INC.
www.whiterockdistilleries.com
E & J GALLO
www.gallo.com
PATRON SPIRITS COMPANY, THE
www.patronspirits.com
WILLIAM GRANT & SONS, INC
www.grantusa.com
FRANK-LIN DISTILLERS PRODUCTS, LTD.
www.frank-lin.com
PERNOD RICARD USA
www.pernod-ricard-usa.com
THE WINE GROUP
www.underdogwinemerchants.com
Thanks to all our Trade Center companies for participating!
Past Chairs
NABCA would like to extend its gratitude to all of the Past Chairs who have served the
organization over the years, many of whom have joined us at this year’s Annual Conference!
Kenneth F. Wynn
Utah
1985-1986
1998-1999
R.M. “Johnnie” Burton
Wyoming
2000-2001
Eben B. Marsh
Maine
2001-2002
Guy Marcotte
Maine
1986-1987
Randall C. Smith
Alabama
2002-2003
Robert E. Brenner
Wyoming
1987-1988
James M. “Dyke” Nally
Idaho
2003-2004
William Paul Powell, Jr.
North Carolina
1991-1992
Lynn M. Walding
Iowa
2004-2005
Paula C. O’Connor
Washington
1992-1993
George F. Griffin
Montgomery Cty, MD
2005-2006
James A. Goodman
Pennsylvania
1993-1994
Philip D. Lang
Oregon
2006-2007
Maxine L. Perry
Michigan
1994-1995
Dan O’Brien
Vermont
Honorary
Michael A. Akrouche
Ohio
1995-1996
Edmund J. Schmidt
Wyoming
2007-2008
W. Eugene Hallman
Oregon
1996-1997
Douglas A. Fox
North Carolina
2008-2009
Ed Buelow, Jr.
Mississippi
1997-1998
Shauna Helfert
Montana
2009-2010
John W. Byrne
New Hampshire
1999-2000
And for those who are no longer with us, we think of you often and fondly…
Col. R. MCC. Burlington
Virginia
1938-1939
James F. Ervin
Maryland
1964-1965
Bernard E. Manley
Iowa
1939-1940
Homer R. Adcock
Iowa
1965-1966
R.E. Kelly
West Virginia
1940-1941
Everett T. Copenhaver
Wyoming
1966-1967
E. Roy Albright
Alabama
1941
A.D. Cohn
Pennsylvania
1967
M.L. Curtis
Iowa
1941-1943
Garland Sponburgh
Washington
1967-1969
Evro M. Becket
Washington
1943-1944
Donald D. Cook
Ohio
1969-1970
William A. Jackson
New Hampshire
1944-1945
Costas S. Tentas
New Hampshire
1970-1971
John E. Toomey
Alabama
1945-1946
John E. Martin
Oregon
1971-1972
Dick R. Lane
Iowa
1946-1948
Stanley G. Thayer
Michigan
1972-1973
Owen J. Cleary
Michigan
1948-1949
Jack C. Hood
Washington
1973-1974
Ray E. Tarbox
New Hampshire
1949-1950
Lawrence M. Dawson
Vermont
1974-1975
John W. Hardy
Virginia
1950-1951
Bill K. Webster
Idaho
1975-1976
Peter A. Bove
Vermont
1951-1952
Archer L. Yeatts, Jr.
Virginia
1976-1977
Earl Wright
Wyoming
1952-1953
Louis G. Jarboe
Michigan
1977-1978
Robert L. Smith
Washington
1953-1954
Frank V. Potts
Alabama
1978-1979
J. William Pace
Utah
1954-1955
Leroy M. Hittle
Washington
1979-1980
Frank M. Krebs
Ohio
1955-1956
Clifford E. Reich
Ohio
1980-1981
J.E. Rafn
Montana
1956-1957
Rolland A. Gallagher
Iowa
1981-1982
Ralph A. Gallagher
Maine
1957-1958
Marvin L. Speight, Jr.
North Carolina
1982-1983
Warren Wright
Virginia
1958-1959
Daniel W. Pennick
Pennsylvania
1983-1984
Charles W. Bryant
Washington
1959-1960
Parnell C. Kirby
Vermont
1984-1985
Patrick E. Kerwin
Pennsylvania
1960-1961
J. David Shobe, Jr.
Virginia
1988-1989
William A. Styles
New Hampshire
1961
Jerome I. Baylin
Montgomery Cty, MD
1989-1990
John G. Bruce
Virginia
1961-1962
Boyd Harris
Idaho
1990-1991
Joseph L. Wisniewski
Michigan
1962-1963
Joseph J. Acorace
New Hampshire
1995
Fred Charlton
Idaho
1963-1964
Dan A. Gwadosky
Maine
2010-2011
.35 trees
preserved for
the future
150 gal
wastewater
flow saved
Printed on 30%
post consumer
recycled paper
17 lbs solid
waste not
generated
33 lbs net
greenhouse
gases prevented