Events

RGM Summit LA – October 2026

  • Oct. 13, 2026
  • Los Angeles

Building RGM in Small & Mid-Market CPG

  • Tuesday, October 13th- 12 pm - 6pm
  • Beach House Hotel, Hermosa Beach, CA
  • For Representatives of Consumer Goods brands. 

Join fellow Commercial and Revenue Growth Management (RGM) leaders for a half-day built around a problem most RGM content ignores: you don't have a dedicated team, a seven-figure budget, or two years to get this right. This is a room of practitioners solving that exact constraint.  This time, we'll be in Los Angeles for this half-day share group-style conference. 

This summit is designed to foster collaboration, spark new ideas, and empower leaders to navigate the complexities of revenue growth management in the fast-moving consumer packaged goods sector.

This event will have room for only 50 participants.  It immediately follows UpClear's client-only morning meeting.

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  • Only corporate email addresses may be used for registration
  • Maximum of three attendees per company
  • Consultants and vendors: Contact us at [email protected]
  • Beach House Hotel Hermosa Beach
    1300 The Strand, Hermosa Beach, CA 90254
  • Hotel block coming soon

Agenda

During the morning, UpClear partners companies will be attending our client-only conference, Elevate West.

Lunch

Afternoon registration opens at 11:30.  Join us for lunch at noon to network with other people that do the same work you do!

Session 1

From Chasing Volume to Maximizing Value

For small and mid-sized CPG companies, Revenue Growth Management can be a powerful engine for profitable growth, but success requires more than the right analytics and tools. This session will explore how we define and understand RGM and the organizational capabilities, processes, and ways of working needed to make RGM actionable, sustainable, and embedded in everyday decision-making.

Steve Rosenstock

Partner and Consumer Products Practice Lead | Clarkston Consulting

Robert Esquivel

Senior Consultant RGM Practice | Clarkston Consulting

Session 2

RGM Without the RGM Team: Results Blueprint

Most RGM advice assumes a dedicated team, a software budget, and two years of runway. This session assumes none of that. RGM is a decision discipline, not a department. We’ll rank the levers: price increases, pack architecture, promo guidelines, killing the promotions that lose money, and recovering trade spend leakage. Then we’ll show how to sequence the quick wins, with the resources you already have, that put points on the P&L and create organizational buy-in. You’ll leave with the blueprint: the lever ranking, the quick-win sequence, the four ways these efforts stall, and what to put in front of your leadership team.

Avy Punwasee

Partner | Revenue Management Labs

Khuram Zaidi

Director | Revenue Management Labs

Session 3

The Practitioner Panel: What We Cut, What We Kept

CPG commercial and RGM leaders on the real tradeoffs of doing this lean — what got deprioritized, what turned out to be non-negotiable, and what they'd do differently with the same budget today.

Session 4

Small-group, peer-led conversations organized around the resourcing question itself:

  • Getting executive buy-in without a business case built on hypothetical ROI
  • Choosing your first pilot: one category, one customer, one lever
  • Building the data foundation with spreadsheets before you build it with software
  • Making the case for headcount once the pilot proves the point
Happy Hour

Finish the day with some fun in the California sun.  Drinks, hor d'eurves, and entertainment provided!

What you can expect.

Learn
Hear from experts and your peers about best practices and new capabilities
Share
Roundtable forum to ask questions & share your experiences

Real-time benchmarking polls with your peers
Connect
Get to know other pros that do exactly what you do!

Meet consultants & vendors with services and solutions designed for you

Who Should Attend?

Commercial, Revenue Growth Management, Trade Marketing, and Finance leaders at CPG/FMCG brands who need to move on RGM without a mandate for major new investment.
RGM
Promotional effectiveness, retailer negotiations, ROI tracking
Trade Marketing/Finance
Profitability analysis, forecasting, and margin optimization
Sales Planning
Promotion, Bottom-up, Consensus Forecasting

Past Attendees

Get your seat!

More Resources

Laptop screen with forecasting page from Blue RGM

CPG Benchmark Report: Bottom-Up Account Forecasting in 2026

Summit Hill Foods Goes Live on UpClear Blue for TPM

Why Building Your CPG/FMCG Trade Data to Mirror the Finance P&L Is a Mistake

We're here to help.
[email protected]

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