Best Practices for In-Year Promotion Management
By Ken Accardi Executive Summary Three quarters through the year, you’re in the mids...
 | THURSDAY, OCTOBER 9, 2025 |
 | CAPITAL ART, 3073 17TH STREET SAN FRANCISCO, CA |
 | FOR REPRESENTATIVE OF CPG BRANDS RESPONSIBLE FOR SALES FORECASTING ACTIVITIES (Sales Leaders, Trade Marketing, Sales Operations, Sales Planning) |
Join us in San Francisco for a complimentary share group-style conference on Thursday, October 9! We are meeting to learn and collaborate on best practices for CPG customer planning and execution in the ever-evolving routes-to-market in CPG.
UpClear Clients: If you have registered for the Elevate Client Conference. you’re already registered.
| Start Time | Description |
| From 8:30 | Registration & Networking Coffee, light breakfast |
| 10:00 | Welcome |
| 10:30 | Benchmarking CPG Customer Team Forecasting Practices Results of inaugural CPG Customer Team Forecasting benchmarking survey are presented |
| 11:15 | Panel: Customer Team Forecasting in Your Organization: Headwinds & Tailwinds Panelists discuss their experiences working with Customer Team bottom-up forecasts |
| 11:45 | 3-Tier Forecasting: Incorporating Distributor-to-Retailer Actuals in your Process Kyle Barnholt- Founder & CEO, TrewUp |
| 12:30 | Lunch |
| 1:30 | Forecasting Consumption: How it Transforms Priorities Brian Hawkins- Finance Director, Electrolit |
| 2:15 | Improving Customer Forecasting… Where to Start Don Baker- Partner, The Partnering Group |
| 3:00 | Roundtable sessions |
| 4:30 | Closing remarks |
| To 6:30 | Drinks and networking |
Participants from previous events include:
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