Skip to content

Already a Client? Get support in 5 minutes or less. CONTACT SUPPORT NOW!

winejobs.com SUMMIT: Recruit, Develop, Retain
The Human Element | winejobs.com SUMMIT 2026

Here are your four templates.

Download them below. Then register your team for our free one-hour Cybersecurity Fundamentals Training on December 8, to help protect everyone from the most common AI scams and attacks.

Your templates

Use them as they are or adapt them for your winery. A rising tide lifts all boats, and the more of us using good guardrails, the better we all are.

AI acceptable use policy template

Tell your team what can and can't go into an AI tool. A short, plain-English policy with an approved-tools list and a sign-off line for everyone who uses AI for your winery. Who it's for: HR, owners and general managers.

Download

AI checklist for onboarding and offboarding

Use AI to bring new hires on and send departing employees off smoothly, with every step in one place. Who it's for: HR and whoever runs IT.

Download

HR use cases

Three case studies: recruiting, performance reviews, and development plans. Who it's for: HR teams deciding where to start.

AI-Assisted, Human-Led Recruiting

Prompts to get you started

Ready-to-use prompts for everyday HR work. Who it's for: anyone on your team who's curious and wants a first step.

Download

Good guardrails are only half the job

Your new templates give everyone at the winery clear rules for using AI. The other half is a team that can recognize a scam when one arrives, because the same AI that helps your people draft a job posting helps attackers draft a convincing email. The research below shows how often those emails work.

AI made scams cheaper to write and harder to spot

Attackers used to need time and skill to write messages that sound like your owner, your vendor, or your bank. Now, with AI, they can do it in seconds.

54%

of people clicked a link in spear-phishing emails written entirely by AI. Emails from human experts got the same 54%. Generic phishing got 12%.

Heiding et al., 101 participants, 2024

$3.05B

lost to business email compromise in 2025, across 24,768 complaints.

FBI IC3 2025 Internet Crime Report

22,364

complaints to the FBI in 2025 involved AI, and it is the first year the FBI's annual report has a section on AI.

FBI, 2025 Internet Crime Report release

62%

of breaches involved a person: a click, a reply or a mistake.

Verizon 2026 Data Breach Investigations Report

$25M

paid out by one finance employee after a video call where every other person on screen, the CFO included, was a deepfake.

Hong Kong police, reported by CNN, 2024

Behind every one of these numbers is a person who received a message that looked right.

Who at your winery gets these messages

Attackers look for whoever will act fast on a convincing request. That can be the front-desk person, the bookkeeper or someone who started last week.

Money icon

Payroll: a change to direct deposit

A message that looks like it's from an employee asks HR to update their bank details before Friday's payroll run.

Invoice icon

Vendors: an invoice with new bank details

A familiar vendor, a familiar logo and a note that payment instructions have changed.

New hires: a call from "the owner"

Someone who started this week doesn't yet know anyone's voice, and a cloned voice asks for a quick favor.

Wine club and tasting room: a login that looks legitimate

Club member details and card information sit in systems your team opens every day.

These are the kinds of messages our free training on December 8 prepares people for.

TUESDAY
DEC 8
1:00 to 2:00 pm PT

Send your whole team to Cybersecurity Fundamentals Training

One free hour, live online, taught by the Endsight security team. We cover email, texts, phone calls and the everyday habits that keep people from getting fooled, with examples of today's phishing attacks, including scams written with AI, cloned voices and deepfake video. Everyone who registers gets the recording by email, so shift schedules don't get in the way.

Register for December 8

AI note takers aren't permitted in this session.

Register your team in three steps

1Register yourself with the form.

2Add each teammate. Use the same form again with their name and email. Bookkeepers, payroll, front desk, tasting room and anyone who handles money or customer data come first.

3Or send them this note and let them register themselves.

Subject: Free cybersecurity training on December 8

Hi team,

We're asking everyone to attend a free one-hour cybersecurity training.

When: Tuesday, December 8, 1:00 to 2:00 pm PT (live online)
Register: https://www.endsight.net/cybersecurity-fundamentals-training

Scams written with AI are getting harder to spot. This training covers what to look for.

If you can't join live, register anyway and you'll get the recording.

Thanks,

quote-icon

"The team at Endsight does a fantastic job of explaining topics ranging from basic to technical in a way that is accessible. The content was important and the presentation made it memorable."

Smiley face

Attendee

Beverage Manufacturing | Winery

Your trainers on December 8

Jason Clause, Director of Marketing, Endsight

Jason Clause

Director of Marketing, Endsight

Jason has spent the last 18 years working in the managed IT services industry and has presented cybersecurity events for the past several years. He has a bachelor's degree in Public Relations from Kent State University and is a Microsoft Certified Professional. Jason is certified by Sophos, a worldwide leader in next-generation cybersecurity.

Stephen Hicks, Security Practice Manager, Endsight

Stephen Hicks

Security Practice Manager, Endsight

Stephen has spent his entire professional career in the technology industry. He holds an MBA from Saint Mary's College and just over a dozen technical certifications, including the advanced cybersecurity certifications CISSP and CISM. He has a second-degree black belt in Shito Ryu Karate and loves to scuba and ski.

Security is just one of the three streams we discussed at the summit. Here are the other two: fluency and data.

Security is the stream our December 8 training covers. Data and fluency are the other two, and they are what the rest of this page covers, ready to bring to your next staff meeting.

Data: decide what goes into AI, and decide it together

Your people are already using AI, so basically, the toothpaste is out of the tube. A few clear guardrails give them the confidence to use it well, and HR and whoever runs your IT, even if that's operations, work out those guardrails together. The easiest ones to remember are three rules of thumb. Whatever you type into an AI tool, someone is on the receiving end, so before anything goes in, think about who you would be telling.

Airplane icon

The stranger at the airport bar

Public information: job postings and anything already on your website.

Two people icon

Your work friend in another department

Company data: internal documents and customer information, in approved tools only.

Person with shield icon

Your assistant, the one who sits next to you

Your most sensitive data: pay, leave, and medical details, in a tool your company controls.

Fluency: put AI to work, one task at a time

Hand off: AI runs it. You check it.

Leave balance reconciliation, every month.

Help me: AI drafts. You finish.

Job postings, and benefits answers from your own handbook.

Hand icon

Hands on: You decide. AI prepares.

An annual review drafted from a year of notes.

Start with quick wins: pick work you repeat, run AI beside the way you do it today, and retire the manual step only after three clean months. Then bring everyone along: explain why you are adopting AI, start with a small pilot group, name a champion for each subject area, and keep learning together every month.

Warning iconWhat AI can't touch

The hard conversation
AI won't sit across from an employee and have it.
An employee relations investigation
Judgment, credibility and fairness stay with people.
Reading the culture
Only people can tell you what's going on inside your company.
Employment decisions
Hiring, rating, promotion and discipline need someone accountable.

AI can help you prepare. Only a person can show up.

AI is here to stay, so choose your lens

The only way everything above works is if your people stay in the loop and stay employed. That is the lens we choose, and the research below backs it up.

Technology has always moved faster than the way we use it, and AI made that gap bigger, fast. Some people look at that gap and see a utopia, where jobs become optional. Others see the end of days, with half of entry-level white-collar jobs gone. Most of us land somewhere between. Here at Endsight, we choose optimism, with flexibility.

Lean: redeploy, don't remove

When you find efficiency, move people to higher-value work. Lay people off for it, and teams stop looking for efficiencies.

Maslow: people need purpose

Work gives people purpose. The responsible path is retooling people for more meaningful work.

Chart line icon

Jevons Paradox: cheaper means more

When something gets cheaper to use, we use more of it. A team that can do five times the work takes on five times the work.

What the research says about cutting staff for AI

55%

of leaders who made AI-driven layoffs say they got those decisions wrong. (Orgvue, 2025)

1 in 2

AI-attributed layoffs Forrester expects to be quietly reversed. (Predictions 2026)

74%

of layoff survivors say their own productivity dropped. (Leadership IQ)

+55%

growth in Mayo Clinic radiologists since 2016, the year an AI pioneer said to stop training them. (New York Times, 2025)

Every one of these numbers is about the same choice: whether AI replaces your people or helps them do more.

Automate the admin. Assist the judgment. Enable the human.

AI is here to stay, and your people are the ones who make it work. Your templates cover data and fluency, and one free hour on December 8 covers security.

Questions from the session

Erin will send us every question from the room that we didn't get to. We will answer each one in writing and post the answers here after the event recap goes out.

Your speakers

Josh Carroll, Co-founder and CEO of Endsight

Josh Carroll

Co-founder and CEO, Endsight

Josh co-founded Endsight and has helped run it since 2004, first as COO, then as president, and now as CEO. Endsight works with about 100 wineries. Before Endsight, Josh was vice president at PCSNetworks, and he started his career at Texas Instruments in engineering, marketing and sales. He holds a BS in engineering from Michigan State University. Josh is a lean practitioner, which shapes how he thinks about AI: when a team finds time, you put that time into higher-value work and keep the people who found it.

Carissa Tilford, HR Generalist at Endsight

Carissa Tilford

HR Generalist, Endsight

Carissa handles HR for Endsight's 130-person team, from employee relations to company-wide projects, and uses AI every day for reviews, policies and the never-ending admin. Before Endsight, she spent more than six years as director of operations at an architecture firm, where she ran HR and operations side by side. Earlier, she supported executives at Apple and Pearson. She holds the Professional in Human Resources (PHR) California certification from HRCI and a BA in organizational communication from Sacramento State.

You have the guardrails. Now train the people who use them.

Downloading the templates gets you halfway. The other half is one free hour with the Endsight security team: Cybersecurity Fundamentals Training, live online on Tuesday, December 8, from 1:00 to 2:00 pm PT. Everyone who registers gets the recording.