Perfect Promotion, Perfect Store, Perfect CX

Centering Commercial Capabilities to Deliver Sales & Revenue Growth, Drive Customer
Engagement & Optimize the Customer Experience
April 1-3, 2020
JW Marriott Chicago
Chicago, IL

Agenda

The finalized agenda for the POI 2020 Spring Summit will be available soon!
Here is a sneak preview of the topics that will be addressed at the Summit and a preliminary overview of timing and content for your travel and planning purposes.

Wednesday, April 1, 2020

8:30 AM - 12:30 PM

POI (Certified Collaborative Marketer (CCM)™ Education Advisory Board Meeting by Invitation Only

1:00 PM - 5:00 PM

POI Transformational Leadership Council (TLC):
This group of Sr. Executives has an industry-leading mindset. To be influential leaders and transform our organizations, we will collaborate with other strategic thinkers across the CPG industry. When strategic partners connect, break throughs happen.
The POI Transformational Leadership Council (TLC) is a change-oriented community of business and technology leaders activating strategy & transformation through a distinctive blend of meaningful agendas and discussions geared towards solving the greatest challenges today, and those geared to disrupt the industry. As thought leaders we will cover topics such as: Why companies are not winning at driving promotion efficiency, learn why promotion efficiency isn’t the end goal, understand Revenue Growth Management, Optimization and Artificial Intelligence, eCommerce best practices and how to manage and leverage modern trade to drive omni-channel businesses. The team will discuss advanced analytics strategies and capabilities, that when executed can provide your organization the visibility it has been looking for. Your organizations have a lot of data, are you struggling to drive insights and “intelligence” from the numbers. You are not alone. You will come with your experience and connect with senior leaders like yourself. We are better together, and we will work through current CPG issues that have been keeping us up at night.
*POI Transformational Leadership Council is intended for C-Suite and Senior CPG Manufacturers and Retailers. Directors are invited when attending with other senior leaders from their organization.
Facilitated by: Promotion Optimization Institute and PwC

2:00 PM - 6:00 PM

Pre-Conference Symposium for Consumer Goods: Delivering More with Less to Optimize the Consumer Experience Across Every Channel
Facilitated by: KANTAR

3:00 PM - 5:00 PM

POI Pre-conference Workshop: Getting past the AI hype. Practical and impactful use cases of AI and Machine Learning to immediately enhance your Revenue Growth Management Capabilities and Outcomes

There is a lot of dialogue about AI and how it is the panacea for all solutions nowadays. But AI is not just a checkmark to be set. There are many ways in which AI can be used, from the very basic uses with no real impact on your ROI to advanced machine learning that can significantly enhance your business case.

In this interactive workshop we want to clear the smoke, debunk some of the AI myths and give you a realistic roadmap of how to apply AI to your commercial capabilities as you want to look past the hype and are focused on tangible results across TPx, Pricing, RGM, Shopper, and CatMan .

Facilitated by: Visualfabriq

3:00 PM - 7:00 PM

Registration

6:00 PM - 7:30 PM

Welcome Cocktail Reception
Sponsored by:

Thursday, April 2, 2020

7:00 AM - 5:30 PM

Registration

7:00 AM - 8:00 AM

Networking Breakfast
Sponsored by:

8:05 AM - 8:15 AM

Welcome
Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC

8:15 AM - 9:00 AM

Keynote: Transformation 2020: How to Move People, Processes, and Systems to the Next Generation of Holistic Enterprise Planning

Including results of the POI 2020 State of the Industry Survey and Report: How Trading Partners Benefit from Holistic Enterprise Planning & Revenue Management Optimization

Manufacturers and Retailers are responding to changes in Shoppers and Commerce models through key areas relating to collaboration, analytics, and technology enablement. This session will form the basis for exceptional thought, networking and learning throughout the event. In this session, we will look at key questions, insights, and direction for our industry:

1. How and where Manufacturers are improving year over year
2. Where are we in adopting and implementing Machine Learning and AI
3. The foundations of analytical improvements

4. Ongoing movement from change management to change transformation

5. Why Manufacturers are now, more than ever advancing practices and technologies with TPM, RGM, TPO, and related solutions

6. How CG companies are accessing best practices including Customer Experience

7. A glimpse into how CPG’s and Retailers are pursuing digital trade

8. We will look at survey results both globally and for Europe to uncover opportunities for consumer goods companies to get competitive advantage
Presented by: Pam Brown, Chief Commercial Officer, Promotion Optimization Institute, LLC

9:00 AM - 9:45 AM

General Session: Combining Data, Insights, and Execution for Omni-Channel Success
Presented by:

9:45 AM - 10:15 AM

Networking Coffee Break
Sponsored by:
Blacksmith Applications logo jpeg

10:15 AM - 11:00 AM

Session A: A Strategic Approach to Getting the Maximum Benefits from Your Trade Investment Across Channels

Panelists:

Nicole Craig, Senior Director Global Trade Architecture, Kellogg’s Global Growth Team

Denis Wovenden, Associate Director, Revenue Growth Management, Kellogg’s
Tara Scott, Director, Revenue Growth Management at Coca-Cola Canada

Session B: Aligning Sales and Marketing for Growth with Trading Partners
Presented by:

11:05 AM - 11:50 AM

Session A: Applying Advanced Analytics and Optimization through an RGM Lens
Presented by:

Session B: Integrating AI to Achieve Perfect Store Goals
Presented by:

11:50 AM - 12:50 PM

General Session: POI Lightning Talk Session I
10 - five-minute talks presented sequentially without interruption. The point of each lightning talk is not to give a detailed talk but rather to present briefly the latest and most interesting technological advancements. They cover the vendors capabilities, start with the good stuff, and end making a point.
Presented by: Leading Solutions Providers

12:50 PM - 1:55 PM

Networking Lunch
Sponsored by:

2:00 PM - 2:45 PM

General Session: Pepsi’s Evolution from Trade Promotion Management to Revenue Management
In this session, Ricardo Cuellar, Pepsi Latin America’s Director of Revenue Management and Capabilities, will review Pepsi’s evolution from treating shelf pricing, trade promotion and assortment as separate disciplines to bringing all three parts into one function. He will share the company’s challenges of coordinating these three functional areas across six countries and three distinct business units.
Presented by: Dr Kurt Jetta Executive Chairman & Founder, TABS Analytics
Ricardo Cuellar Director Revenue Management & Capabilities, PepsiCo LATAM

2:50 PM - 3:35 PM

Session A: How Best-in Class Sales Teams Operate in a RGM Driven Organization
Presented by:

Session B: Driving Growth by Understanding Multi-Channel Trade Promotion Management
The definition of TPx can differ depending on which CPG company you ask across functions and channels. Progressive organizations are getting finance, marketing, sales, supply and demand planning on board to nail down planning and P&L management to know where the ROI is coming from. Join trade marketing and RGM leaders from Butterball and Sarah Lee Frozen Bakery to learn how their organizations brought together the right technology with the right people to drive results in a tightly-integrated holistic environment.
Presented by:

3:35 PM - 4:05 PM

Networking Coffee Break
Sponsored by:

4:05 PM - 4:50 PM

General Session: Understanding Shoppers and Consumers to Achieve Growth in a D2C World
Presented by:

4:55 PM - 5:55 PM

General Session: Making "Click and Collect" Achieve Customer Experience and Profitability Goals
Presented by:

6:00 PM - 7:30 PM

Networking Cocktail Reception
Sponsored by:

Friday, April 3, 2020

7:00 AM - 12:30 PM

Registration

7:00 AM - 8:00 AM

Networking Breakfast

Sponsored by:
Exceedra-AFS-Logo NEW 3 25

8:00 AM - 8:05 AM

Welcome
Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC

8:05 AM - 8:50 AM

Keynote: Continuously Disrupting Commerce! Redefining the Business by Exceeding Customers' Expectations
Presented by:

8:50 AM - 9:35 AM

General Session: Building a Roadmap for the Next Years to Thrive - The Strategies, Skillsets, and KPI's for Success
Presented by:

9:35 AM - 10:00 AM

Networking Coffee Break
Sponsored by:

10:00 AM - 12:25 PM

POI Concurrent Deep Dive ROI Centered Workshops
A. How to Drive Efficiencies and Effectiveness Trade Promotion Management
B. How to Structure Your RGM CoE Team for Success
C. Activating Advanced Analytics, Optimization, and Data Management Across the Enterprise
D. How to Enable Growth through Personalization and Digital Commerce
E. Retailer Omni-Channel Growth

12:25 PM - 12:30 PM

Closing/Action Items – POI Berlin European Summit, Canadian, and Fall Annual Summit 2020
Michael Kantor, Chief Executive Officer and Founder, Promotion Optimization Institute, LLC

Workshop for Consumer Goods: