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 partner 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

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

Session 2

Hands-on Look at RGM in the Blue Platform

The UpClear team shares their perspective on RGM in CPG.  See recent advancements in the Blue Platform for RGM work in action.  

Session 3

Townhall

Townhall share group on the real tradeoffs of doing this lean — what gets deprioritized, what's non-negotiable, and what to do differently with the same budget today.  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

How to Build an Annual Trade Promotion Calendar for CPG/FMCG

How to Manage Trade Promotion Accruals 

How to Manage and Dispute Trade Deductions in CPG

We're here to help.
[email protected]

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