The Deduction Management Forum for Mid-Market CPG.

Thursday, Feb 26
Canvas Hotel Dallas, TX.
For Representatives of Consumer Goods brands.

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.

$184+tax/night rate available in room block through the Canvas Hotel. Quantity is limited. Booking link is provided at registration.

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Only corporate email addresses may be used for registration
Consultants and vendors: Contact us at [email protected]

Who Attends?

This forum is designed for the people in your organization that manage deductions.

Accounting

The team in the middle of it all. Validating,disputing, categorizing dedcutions.

Finance

Pulling it all together. P&L Reporting, Accruals & Reversals

Sales Operations

Overseeing the field sales team's participation in deduction management.

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.

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.

Our panel reacts to what they've hear throughtout the day and discusses strategies for reseaching deduction validity.

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

Agenda

Start	Description
8:30 AM	Doors open, registration & breakfast
10:00 AM	Kickoff & Update since '25 Deduction Summit
10:30 AM	Morning Speakers
12:30 PM	Lunch
1:30 PM	Afternoon Speakers
3:00 PM	Roundtable Peer-to-Peer Discussion
4:30	Closing
4:30 -6 PM	Rooftop Happy Hour