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We had a blast in Austin discussing strategies to optimize the process of managing deductions. New connections, new ideas!
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 | THURSDAY, FEBRUARY 27, 2025 |
 | AUSTIN, TEXAS |
 | FOR REPRESENTATIVES OF CPG BRANDS* |
*Validated with email address. If you’re not with a brand and you’d still like to attend, please contact us using the question field below.
Contributors include:
| Start | Topic | Presenter |
| 8:30 | Doors open; breakfast | |
| 10:00 | Welcome & Introduction | Thierry Soudee, UpClear |
| 10:30 | What’s happening in CPG Deductions: Insights & Trends In this session, we will discuss the results and insights gained from a survey of industry practitioners about deductions. Topics include deduction benchmarks, metrics, and best practices. | Kathy Rotondo, IAB |
| 11:15 | Role of Technology in Deduction Managment This session will focus on categories of technology used in different stages of the deduction management process. We’ll also share what software companies have to think about as they work to deliver systems that help improve the efficiency and productivity of this process. | Andrew Dentinger, UpClear |
| 11:45 | Panel: Deduction Management Strategies & Best Practices In this session, we’ll react to the trends & dynamics in CPG Deduction Management reported in the preceding presentations. The panel, consisting of representatives from CPG companies of different sizes, will add color commentary to these trends and discuss their approach to tackling deductions. | Facilitated by Kurt Kaiser, UpClear |
| 12:30 | Lunch | |
| 1:30 | Process Changes to Payback: How do you get results? During this session, Jenna will walk us through the value of focusing on deductions. Using a few different case studies, you’ll walk away with the most effective strategies for disputing, reducing deductions, and increasing cash flow. | Jenna Oviedo, JAVE Insights |
| 2:15 | UNFI & Kehe: Getting it right with distributors In this session, we’ll discuss best practices in working with distributors and managing distributor and indirect retailer deductions. We’ll discuss how you can leverage insights to identify areas to optimize deductions and trade spend. | Kyle Barnholt, TrewUp |
| 3:00 | Roundtable Discussion We’ll break up into groups to talk about topics presented throughout the day. The groups will be tasked to summarize their takeaways, comments, and further questions. Then we’ll come back together as a large group to learn from each other. | |
| 4:30 | Happy Hour Mixer Austin musician Jeff Haney performs as we close the day getting to know each other a little more and enjoy happy hour drinks and snacks. |
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