The Deduction Management Forum for Mid-Market CPG.
This event has concluded. Event presentations are available to all attendees. The password to access them was sent via email. If you attended and need the password or are interested in receiving materials from this event, please contact us at [email protected].
Join us on February 26, 2026, in Dallas, Texas for the second-annual CPG Deduction Summit — a dedicated forum designed for mid-market consumer-goods finance, accounting, and trade teams to come together, exchange real-world deduction-management strategies, and reclaim lost bottom-line dollars.
You’ll hear from industry peers, software providers, and consultants who’ve navigated the deduction maze; participate in roundtable discussions and benchmarking polls; and walk away with concrete tactics to manage data, validate, dispute, and reduce invalid deduction claims. In a landscape where 5–10 % of deduction dollars are often invalid and half of disputed claims go unpaid, this summit offers a rare opportunity: transform deductions from cost center to strategic advantage.
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Who Attends?
This forum is designed for the people in your organization that manage deductions.
Session Overviews
What we'll be talking about at the 2026 CPG Deduction Summit
UpClear's Kurt Kaiser presents the results from the 2026 Deduction Practices Benchmark Study. Learn what your peers are experiencing and how they're attacking the process with this new research.
Kathy Rotando from IAB takes you through trends in deduction practices at major US retailers like Walmart, Target, and Others.
Our panel discusses strategies for reseaching deduction validity.
Distributors often deliver the most challenging forms of deductions. Many document formats. Many customers, products, and types of deductions all in one line item on your remittance. TrewUp's Kyle Barnholt takes us through strategies for attacking deduction management for this type of customer.
Tanay Kothari from Floret breaks down the end-to-end deductions lifecycle — validation, approval, dispute, and cash application — and maps it to a clear operating model across Ops, Finance, and Sales. We’ll discuss how teams design workflows that rely on smart delegation and automation to eliminate manual handoffs, recoup lost deduction dollars, and reduce time spent on data entry. The goal: a deductions process that’s fast, auditable, and collaborative.
Peer-to-peer discussion was last year's most popular session. We'll determine table topics, then split up to discuss challenges, experiences, and practical solutions.
Past Attendees
Orden del día
| Start | Descripción |
|---|---|
| 8:30 AM | Doors open, registration & breakfast |
| 10:00 AM | Kickoff & Update since '25 Deduction Summit |
| 10:30 AM | Morning Speakers |
| 12:30 PM | Almuerzo |
| 1:30 PM | Afternoon Speakers |
| 3:00 PM | Roundtable Peer-to-Peer Discussion |
| 4:30 | Closing |
| 4:30 -6 PM | Rooftop Happy Hour |
Socios
What you can expect.
Aprender
Hear from deduction experts and your peers on the ways they prepare for, manage, and analyze deductions
Share
Roundtable forum to ask questions & share your experiences
Real-time benchmarking polls with your peers.
Real-time benchmarking polls with your peers.
Conectar
Get to know other pros that do exactly what you do!
Meet consultants & vendors with services and solutions designed for you
Meet consultants & vendors with services and solutions designed for you
Add to the Benchmark...then find out how your practices compare to your peers.
Please take the Deduction Management Practices Survey. Your anonymous input will contribute to benchmark research we'll be presenting at the Summit.
Highlights from 2025
Get your seat!
Click here to register for Deduction Summit '26
Questions?
Más recursos
Lo que aprendimos en BevNET Live NYC 2026
Cómo colabora Twinings con UpClear para impulsar un crecimiento comercial continuo
Estamos aquí para ayudarte.
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