Destination Promotion Optimization · estination Promotion Optimization April 6-8, 2014 11 KEYNOTE SPEAKERS As Sales and Chief Customer Officer, Chris joined Pinnacle in 2011 and

SUMMIT PROGRAM

Spring Summit 2014 • Chicago, Illinois • April 6-8, 2014

Advancing your Journey with TPM-TPO-Collaborative Marketing

Destination Promotion Optimization

Destination Promotion Optimization — April 6-8, 2014 2

WELCOME

3Destination Promotion Optimization — April 6-8, 2014

Table of Contents

Welcome ........................................................................................................................ 5

Overview ....................................................................................................................... 7

Summit Agenda .......................................................................................................... 9

Keynote Speakers .....................................................................................................11

Sponsors ......................................................................................................................21

Speakers ......................................................................................................................37

CONTENTSDestination Promotion

Optimization


POI Certified Collaborative Marketer (CCM)™ Education Advisory BoardChris Boever EVP, Chief Customer Officer Pinnacle Foods

Pam Brown Director, Trade Promotion Management Del Monte Foods

Michael Bruening Revenue Management Optimization Nielsen

Tom Burkemper Sr. Director Merchandising 7-Eleven

Rick Epstein Vice President Pricing and Trade Strategy Georgia Pacific

Brian Eustace Director of Sales Operations Popcorn, Indiana

Michael Gamage Director, Price and Promotion Starbucks

Dale Hagemeyer Vice President Gartner, Inc.

Jim Hertel Managing Partner Willard Bishop

Michael Kantor Chief Executive Officer Promotion Optimization Institute, LLC

Ronald K. Klimberg, PhD Professor, Decision and System Sciences Saint Joseph’s University

Kevin Kroymann Director of Trade Marketing Hormel Foods

Mike Nothofer Assoc. Director – Strategic Pricing Johnson & Johnson

Scott McCulloch Sr. Director of Merchandising/ Category Management Duane Reade

Dale Neely VP, Customer Operations Sequoya

Elaine Oussoren President Brand Aid Digital

Lisa Overman Director of Marketing & Advertising Delhaize America

Gary Singer Partner Accenture

Dr. John L. Stanton Professor of Food Marketing Editor in Chief, Journal of Food Products MarketingSaint Joseph’s University - Dept. of Food Marketing

Ken Sullivan Senior Vice President CMS Consulting

Joseph Tallarico Global Director Unilever

Jon Vasatka Director of Sales Operations – Retail Division Continental Mills

Win Weber Chairman, Chief Executive Officer Winston Weber & Associates

ADVISORY BOARD

Destination Promotion

Optimization

Dear POI Summit Attendees,

Welcome to the 7th, and progressively growing, Promotion Optimization Institute (POI) Summit. Thank you for making POI your destination as we celebrate a record attendance with over 200 attendees! Over the next two days you can expect to be engaged around leadership, the finest examples of price/promotion strategy, and optimization practices. We have created a unique blend of expert discussions, passionate case studies, breakthrough methodologies, enabling tools, meaningful application, and inspirational vision.

POI Summits are not passive events; your participation matters! Most presentations will have a discussion element, as among you we have some of the best minds in the business. The agenda is geared towards intensive process improvement, practical implementation, advanced analytics, and collaborative growth. You will learn, bond, build, and create in collaboration with your peers. You will experience a unique environment that is designed for you to learn about price/promotion optimization while creating new relationships.

I am most proud, as is the POI Board, that we are joined at this Summit by our industry’s first Certified Collaborative Marketers (CCM)™. Everyone here at POI has the opportunity to improve, and to inspire your teams and colleagues. Although you may be at different points with your TPM-TPO-Collaborative Marketing efforts, the people at POI Summits will be your friends, your colleagues, and perhaps most importantly, your trading partners. You are all here because of your desire to improve and innovate…from strategy through execution, analysis and continuous improvement.

Whether you are a first time attendee or this is your seventh POI Summit, please make the best of your experience here. Share your knowledge and skills; don’t keep them to yourself. I urge you to make this happen by meeting new people, engaging in at least 12 different conversations, tapping into our sponsors as resources, and joining the POI community as an active member. The benefits will follow you forever.

It is POI’s desire that you challenge yourself, your peers, and our sponsors throughout the Summit. Absorb everything. And above all, have fun.

Let’s enjoy Chicago!

Yours sincerely, Mike Kantor and the entire POI Team

WELCOME


The Promotion Optimization Institute would like to thank the following sponsors for their support of the Promotion Optimization Institute and

the Collaborative Marketing for Competitive Advantage Summit

UpClearR



OptimizationOVERVIEW

Hotel InformationHyatt Regency Chicago151 East Wacker Drive

Chicago, IL 60601

Exhibit Hours

Sunday, April 6, 2014

6:00 PM – 7:30 PM Welcome Cocktail Reception Sponsored by: Accenture

Monday, April 7, 2014

7:00 AM – 8:00 AM Networking Breakfast Sponsored by: Sequoya

10:05 AM – 10:25 AM Networking Coffee Break Sponsored by: Wipro Promax

12:20 PM – 1:30 PM Networking Lunch Sponsored by: Adesso

3:25 PM – 3:45 PM Networking Coffee Break Sponsored by: TABS Group

5:30 PM – 7:00 PM Networking Cocktail Reception Sponsored by: Nielsen

Tuesday, April 8, 2014

7:00 AM – 8:30 AM Networking Breakfast Sponsored by: SAP

10:05 AM – 10:25 AM Networking Coffee Break Sponsored by: Oracle

The exhibits can be found in rooms Columbus AD. Refuel between educational sessions with a beverage, network with peers, and obtain the answers to all

of your questions. POI encourages all attendees to use this opportunity to gain additional insights from our sponsors.



OptimizationAGENDA

Sunday, April 6, 20143:00 PM - 6:00 PM POI Certified Collaborative Marketer (CCM)™ Education Advisory

Board Meeting by invitation 3:00 PM - 7:00 PM Registration6:00 PM - 7:30 PM Welcome Cocktail Reception Sponsored by:

Monday, April 7, 20147:00 AM - 5:30 PM Registration 7:00 AM - 8:00 AM Networking Breakfast Sponsored by:

8:05 AM - 8:20 AM Welcome – Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC

8:20 AM - 9:10 AM Keynote: Trade Optimization, the New Frontier Presented by: Chris Boever, EVP/Chief Customer Officer, Pinnacle Foods9:15 AM - 10:05 AM General Session: “If I Knew Then What I Know Now” A View into

Retailer/Supplier Relationships from the Inside Out Presented by: Jeff Martin, SVP Business Development, Utz Quality Foods

Matt Novosel, Category Manager, Salty Snacks, Ahold USA, Inc.10:05 AM - 10:25 AM Networking Coffee Break Sponsored by:

Destination Promotion OptimizationAdvancing your Journey with

TPM-TPO-Collaborative Marketing April 6-8, 2014

Hyatt Regency Chicago, Chicago, IL 60601

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KEYNOTE SPEAKERS

As Sales and Chief Customer Officer, Chris joined Pinnacle in 2011 and leads customer relations and sales across the entire Pinnacle Foods brand portfolio. He oversees the sales force and broker organization for Pinnacle’s US retail organization. Prior to joining Pinnacle, Chris most recently served as Senior Vice President, Sales at ConAgra Foods, Inc., where he led the direct and broker sales organization for the Consumer Division. At ConAgra he advanced through positions of increasing responsibility including strategy, planning and operations across a portfolio of frozen, grocery, refrigerated and snack food brands. Chris worked in various HQ and field positions at Hormel Foods before joining ConAgra from the position of VP Sales, Business Development. Chris holds a Bachelor of Business Administration from the University of Wisconsin.

Chris BoeverExecutive Vice President and Chief Customer Officer , Pinnacle Foods, Inc.

Tim is responsible for all aspects of e-merchandising for America’s leading Internet grocer. This responsibility includes utilization of a variety of digital tools to drive merchandising success across Peapod’s Internet and mobile platforms. Additionally, Tim serves as Managing Director of Peapod Interactive, the company’s marketing services division. This division leverages the unique targeted media and information capabilities of the online shopping experience to create a suite of innovative online marketing service products. This is Tim’s second stint at Peapod, having been part of the company’s management team in the mid-late 90’s.

Prior to re-joining Peapod, Tim was Chief Executive Officer for G2, a $150MM division of the Grey Global Group that focused on bringing innovative shopper marketing solutions to clients such as Kraft, Procter & Gamble, Nokia and Diageo. In this role, Tim was responsible for leading the company’s evolution from a retail co-marketing entity to a multi-media promotional marketing agency that became a leader in the emerging space known as “shopper marketing”.

Tim has also held senior management positions at J.Walter Thompson, Ketchum Communications and Bozell, with responsibility for business units that brought integrated marketing solutions to Kellogg, Campbell’s, Sara Lee and ConAgra among others.

In his spare time, Tim is an adjunct professor at Northwestern University Medill School of Integrated Marketing Communications where he teaches a graduate level course in Shopper Marketing.

Tim Dorgan VP General Manager of E-merchandising, Peapod


KEYNOTE SPEAKERS

Jim Hertel leads business development, client service, and new solutions efforts, as well as the strategy development consulting practice for Willard Bishop – a food retail consulting company that has been delivering business-building solutions to manufacturers, retailers, and food service companies around the world for over 30 years

Throughout his career, Jim has developed insight-based growth strategies for companies including Anheuser-Busch, Campbell Soup Company, Kraft Foods, Unilever, Wal-Mart, Coca-Cola, Purina and more.

Prior to joining Willard Bishop, Jim worked in brand management at Procter & Gamble and led the client service group at Spectra Marketing – the leading targeted marketing and targeted selling services provider in the consumer goods industry. He presents at FMI, NGA, and the Outlook Leadership Conference, and is regularly quoted in industry magazines, journals, and national newspapers.

His B.A. degree in Economics is from Duke University.

Jim HertelManaging Partner, Willard Bishop

Don Scheibenreif is a research VP with Gartner’s Industries Research group. He works with Gartner’s Consumer Goods Manufacturing and Pharma clients around the world to help them understand and apply the technologies and trends that will drive profitable consumer demand and engagement.

Prior to joining Gartner in 2010, Don spent his career as a marketing professional. He was Vice President – Government and Healthcare Segment and Vice President – Strategic Marketing for W.W. Grainger, Inc., a leading B2B distributor of industrial supplies. Before Grainger, Don held a variety of senior marketing roles at True Value Company, Draftfcb, and The Coca-Cola Company. Don began his career at The Quaker Oats Company in brand management and customer marketing. His first exposure to professional marketing was appearing in several TV commercials for Joe Sedelmaier, the famed director of Wendy’s “Where’s The Beef” spot.

Outside work, Don volunteers as a member of DePaul University’s Marketing Advisory Council, is an active networker, and he mentors a number of young professionals. As a digital immigrant, he relies on his kids and his mobile device obsessed wife to mentor him and bail him out of technology jams.

He received his BS in Marketing from DePaul University and his MBA in Marketing from the University of Chicago Booth School of Business. Don lives in Northbrook, IL with his wife Mona, a Chief Financial Officer. Their two children are making their way through college.

Don Scheibenreif Research Vice President, Gartner, Inc.



OptimizationAGENDA

10:30 AM - 11:20 AM Session A: How to Plan, Train and Implement Predictive Analytic Capabilities to Achieve Wins with Retail Customers!

Presented by: Pam Brown, Director, Sales Operations, Del Monte Foods Tina Childs, Sr. Manager, Sales Operations, Del Monte Foods John Wilson, Sr. Manager, Sales Operations

11:30 AM - 12:20 PM Session A: How to Assess Your Trade Capability and Build the Case for Investment/Improvement

Presented by: Jim Keane, Sr. Director Trade & Customer Marketing, Schwan’s Consumer Brands, Inc.

Session B: CCM™ - Trade Marketing for the Collaborative Marketer Presented by: Rick Pensa, President/CEO, CPGToolBox.com, LLC

12:20 PM - 1:30 PM Networking Lunch Sponsored by:

1:40PM - 2:30 PM General Session: Campbell’s Lessons Learned in Their Trade Optimization Journey

Presented by: Mike Bizzoco, Director, IT Business Engagement - US Retail, Campbell Soup Company John Ericson, Sr. Manager, Solution Consulting, Accenture CAS

2:35 PM - 3:25 PM Session A: “A Six Sigma Based Approach to Trade Promotion Optimization”

Presented by: Kevin Kroymann, Director of Trade Marketing, Hormel Session B: CCM™ - Social Media for the Collaborative Marketer: What

Everyone Should Know Now Presented by: Elaine Oussoren, President, Brand Aid Digital3:25 PM - 3:45 PM Networking Coffee Break Sponsored by

3:45 PM - 4:35 PM General Session: What Mobile/Social/Big Data Does NOT Change at Retail

Presented by: Dr. John L. Stanton, Professor of Food Marketing, Saint Joseph‘s University

4:35 PM - 5:25 PM Keynote: From Home or the Store - How Paying Attention to e-commerce Pays Off

Presented by: Tim Dorgan, VP General Manager of E-merchandising, Peapod Jim Hertel, Managing Partner, Willard Bishop



OptimizationAGENDA

5:30PM - 7:00 PM Networking Cocktail Reception Sponsored by

Tuesday, April 8, 20147:30 AM - 12:30 PM Registration 7:30 AM - 8:30 AM Networking Breakfast Sponsored by:

8:35 AM - 8:45 AM Welcome – Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC

8:45 AM - 9:35 AM Keynote: The Next Phase of ‘Me’ Marketing: How Trading Partners are Gearing up for the Promise of Real-Time, Context-Aware Promotions in Consumer Goods

Presented by: Don Scheibenreif, Vice President, Gartner, Retailer/Manufacturer Panel

9:35 AM - 10:05 AM General Session: The POI Trade Promotion Optimization Challenge II Presented by: Nielsen10:05 AM - 10:25 AM Networking Coffee Break Sponsored by:

10:30 AM - 11:00 AM General Session: The POI Trade Promotion Optimization Challenge II Presented by: TABS Group11:00 AM - 11:30 AM General Session: The Trade Promotion Optimization Challenge II Presented by: SAP11:30 AM - 12:00 PM General Session: The Trade Promotion Optimization Challenge II Presented by: T-Pro Analytic Solutions12:00 PM - 12:30 PM General Session: The Trade Promotion Optimization Challenge II Presented by: Accenture12:30 PM - 12:35 PM Closing/Action Items – Michael Kantor, CEO and Founder Promotion

Optimization Institute, LLC


The Goal:The goal of the POI “TPO Challenge II” is to build wide-spread awareness and understanding for the CPG and Retailer attendees, and for the solu-tions vendor participants to showcase their capabilities around a Trade Promotion problem. We believe this will significantly help realign the focus of trading partners across sales, marketing, merchandising, finance, and supply chain to look more at promotional outcomes.

The five vendor participants have each been given a data set from a masked CPG Company consisting of:

Metrics of Success (for the forecasted promotion):

other measures of Success (Approach, Optimization, Plan):

In summary, the expectation of this exercise is that the combination of predictive ac-curacy along with insights into a promotion scenario will help to usher in a new way of engaging, understanding, collaborating, and growth.

Panel of JudGeS: Don Scheibenreif, Gartner Michael Kantor, Promotion Optimization Institute, LLCRonald Klimberg, PhD, Saint Joseph’s UniversityJohn L. Stanton, PhD, Saint Joseph’s UniversityCPG and Retailer Attendees at the POI Summit

The Promotion optimization Institute congratulates all of our participants!

TPO ChALLenGe IIShowcase and Results – April 8, 2014

• 2 Product groups • 3 Products (pricing/spend details, etc.)• 2 Years historical Data (tactic, duration, etc.)• One Current Promotion at Retail

• Weekly Shipments• Weekly Consumption• historical Calendar• Syndicated ACV

• Forecast Accuracy• Volume

• Incremental Lift• ROI (Incremental Profit/Promotional Spend)

• Optimization Strategy• Optimized Promotion Capabilities• Recommendations

• Collaborative Approach to Optimization• Other, Creative Approach



OptimizationCHALLENGE

POI TPO CHALLENGE II NOTES

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OptimizationSPONSORS

Accenture

Accenture is a global management consulting, technology services and outsourcing company, with approximately 281,000 people serving clients in more than 120 countries. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the world’s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US$28.6 billion for the fiscal year ended Aug. 31, 2013. About Accenture Consumer Goods & Services: Our Consumer Goods industry professionals around the world work with companies in the food, beverages, agribusiness, home and personal care, consumer health, fashion and luxury, and tobacco segments. With decades of experience working with the world’s most successful companies, we help clients manage scale and complexity, transform global operating models to effectively serve emerging and mature markets, and drive growth through evolving market conditions. We provide end-to-end business services as well as individual consulting, technology and outsourcing projects in the commercial and supply chain areas, enterprise solutions and integrated business services. Our industry-leading sales platform, Accenture CAS, helps consumer goods companies to deliver products to market faster at lower cost providing superior trade promotion management and optimization, retail execution and direct store delivery. For additional information visit: www.accenture.com and www.accenture.com/ConsumerGoods

For additional information contact:Gary Singer [email protected] Alex Kushnir [email protected] Farrell [email protected] www.accenture.com/consumergoods

Adesso Solutions

Adesso Solutions is a leading provider of Trade Promotion Management (TPM) software and solutions for the Consumer Goods industry. Our tools help manufacturers track, analyze, and integrate sales and performance data to make more effective business decisions and enhance ROI. The Adesso Solutions TradeAdvantage™ suite, built on a cutting-edge Microsoft® platform, is utilized in the Food and Beverage—Retail and Food Service, Health and Beauty, Electronics, Apparel, Pharmaceutical and other sectors to effectively manage the total trade promotion cycle from budgeting, forecasting, planning and execution to settlement and post-promotion evaluation.Currently, more than 120 customers and 8,500 users employ Adesso Solutions tools to process more than 300,000 promotions annually representing more than $4 billion in trade spend. For additional information contact: www.AdessoSolutions.com(847) 342-1095




Data Ventures, Inc. (Coca-Cola Consolidated, Inc.)

Data Ventures is a global analytics and consulting company specializing in the Retail, Consumer Goods and Financial industries for pattern recognition and anomaly detection, with a rich history that traces back to the Los Alamos National Laboratories in New Mexico, USA. Data Ventures’ proprietary iDV Analytics Platform can tackle very large data sets of retailer scan data and loyalty card data to identify patterns in shopper and product behavior. Drilling down to the item, store, shopper and basket levels, we can predict consumer behavior and identify causal factors to influence change and enhanced decision-making. Rocket Science Made Practical and Affordable™ in over 50 countries worldwide!For additional information contact: Mr. Gary L. Black Sr. Director, Sales & Client Development 6101 Carnegie Blvd., Suite 520 Charlotte, NC 28209 (704) 887-1012

Clarkston Consulting

Clarkston Consulting is a different kind of management and technology consulting firm. We deliver a unique experience for market leaders within the Consumer Products and Life Sciences industries. Considering professionalism, expertise, and value as prerequisites, we take service a step further through our unyielding commitment to the success of people as individuals, both our clients and our employees. By combining integrity, adaptability, and a whatever-it-takes attitude, we have achieved an extremely high rate of referral and repeat business and a 10-year average client satisfaction rate of 96%.For additional information contact:Steve Rosenstock Associate Partner, Consumer Products Industry Leader1199 Route 22 East Mountainside, NJ [email protected]

CPGToolBox.Com

CPGToolBox is dedicated to the development and sale of relevant CPG sales and marketing tools built in the cloud on the force.com platform. The CPGToolBox team has leveraged over 150 years of CPG and TPM experience to produce a full function Trade Promotion Management tool in the cloud that is easy to use, easy to learn and can be installed in a matter of months. So, whether its forecasting, planning, reporting & analysis or getting your hands around runaway trade promotion spending...CPGToolBox Trade Planner can get you to your objectives at 1/10th the cost of typical on-premise TPM solutions. For additional information contact: Rick Pensa President/CEO [email protected] (678)503-5001





Hitachi Consulting

As the global consulting company of Hitachi, Ltd., Hitachi Consulting brings business visions to life through in-depth industry expertise combined with innovative technology solutions and services. From articulating strategy through deploying and maintaining applications, Hitachi Consulting helps clients quickly realize measurable business value and achieve sustainable ROI.Hitachi Consulting’s client base includes 35 percent of the Fortune 100 and 25 percent of the Global 100, along with many mid-market leaders.With offices in North America, Europe, the Middle East and Asia, the company employs more than 5,000 professionals with delivery centers in India and China for global delivery scale. For additional information contact:Don Lanham Director Business Development, Consumer Products Industry123 North Wacker Drive, Suite 1200Chicago, IL [email protected]

Genpact Limited

Genpact Limited (NYSE: G), a global leader in business process management and technology services, leverages the power of smarter processes, smarter analytics and smarter technology to help its clients drive intelligence across their enterprise. Genpact’s Smart Enterprise Processes (SEPSM) framework combined with industry vertical expertise leads to superior business outcomes. Genpact’s Smart Decision Services deliver valuable business insights through targeted analytics, reengineering expertise, and advanced risk management. Making technology more intelligent by embedding it with process and data insights, Genpact also offers a wide range of technology services. The company’s 60,000+ global professionals deliver services from a network of 70+ centers to its 700+ clients.For additional information visit: www.genpact.com

Exceedra

Exceedra is a global provider of Integrated Business Planning & Insight solutions to Consumer Goods companies. Our solutions deliver capabilities for clients to simplify commercial, financial and supply chain processes and achieve greater performance in Trade Promotion Management & Optimization, Customer Business Planning, Joint Business Planning and Sales and Operational Planning. The end to end solution empowers functional teams to maximize revenue and margin opportunities while avoiding risks.Exceedra customers Dyson, Bayer, Sony Music, Birds Eye, Weetabix, United Biscuits, Cloetta and Hain Celestial have deployed our solutions on the cloud or on-premise.Since 2009, Exceedra has rapidly expanded with offices in the UK, US and Australia.

For additional information contact: Richard Nicholas SVP Sales and ConsultingOne Gateway Center, Suite 2600, Newark, New Jersey, 07102+1 (877) 808-1675 [email protected]






Optimization

Oracle

Oracle (NASDAQ: ORCL) is the world’s most complete, open, and integrated business software and hardware systems company. With more than 370,000 customers—including 100 of the Fortune 100—in more than 145 countries around the globe, Oracle is the only vendor able to offer a complete technology stack in which every layer is engineered to work together as a single system. Oracle’s industry-leading products give customers unmatched benefits including unbreakable security, high availability, scalability, energy efficiency, powerful performance, and low total cost of ownership. For additional information visit: www.oracle.comHerbert Klein Industry Lead Consumer Products [email protected]

SPONSORS

Nielsen

Nielsen captures the most complete understanding of consumers worldwide. We provide our clients with comprehensive consumer insights for faster, smarter, better decisions, helping them grow their businesses. Nielsen’s Revenue Management combines these insights with proven analytics and an integrated technology suite for sales process and trade promotion management and optimization. Our clients achieve profitable growth, increased trade efficiency, better forecast accuracy, reduced operational costs and simplified processes. For additional information visit: Nielsen.comFor additional information contact:Bennett Cox 704-779-8761

Relational Solutions, Inc.

Relational Solutions Post Promotion Automation & Analytics (PPAA) allows CPG trade and marketing groups to understand trade spend effectiveness. It aligns promotional plans, shipments and consumption so you can maximum trade spend ROI. PPAA presents analytics that assess incremental margin, calculate base to incremental volume, determine trade spend ROI, gauge promotional performance versus share, etc. PPAA evaluates tactics based on trade spend, lift and ROI. Relational Solutions’ integration engine automates POS data for use by retail teams, marketing, sales, supply chain and management. Our flexible architecture integrates unique data sources to provide you with insights needed to achieve a competitive advantage.For additional information visit: relationalsolutions.com

Janet Dorenkott Managing Director, Business Analytics & Advisory Services25050 Country Club Blvd.,North Olmsted, OH 44070440-899-3296 x225 [email protected]


Sequoya

Providing solutions to optimize business plans and provide category insights is our mission at Sequoya. Consumer Demand Management (CDM), and the prediction of future consumer response, is a requirement to achieve our mission and is integrated into every solution.Sequoya TPO benefits from this integration as predictive analytics are embedded in the planning process to forecast volume, margin, revenue, trade efficiency (CPIU), total trade liability and return on trade investment. The ROI promises of TPO are only realized when the underlying forecast is accurate. Using a Software as a Service deployment, we manage the data, model tuning and forecast validation so that you can focus on building the most efficient trade plan.For additional information contact: Dale Neely Vice President, Customer OperationsSEQUOYA203.505.5031 [email protected]

SAPHelping the world run better

SAP empowers people and organizations to work together more efficiently and use business insight more effectively. From back office to boardroom, warehouse to storefront, and desktop to mobile device, SAP empowers people and organizations to work together more efficiently - and use business insight more effectively. We do this by extending the availability of software across on-premise installations, cloud and on-demand deployments, and mobile devices. We believe that the power of our people, products, and partners unleashes growth and creates significant new value for our customers, our company, entire industries, and the economy at large.For additional information contact:Paul Larson Industry Principal, Consumer ProductsSAP America, [email protected]

Retail Velocity

Retail Velocity’s “big data” insights fuel strategic decision-making throughout the enterprise, i.e. category management, account management, marketing, finance, demand planning, replenishment, trade promotion, and more.We connect our clients to over 300 retailers’ and distributors’ POS data streams and align this data with internal ERP and external data sources for a “single version of the truth” expanding visibility from factory production to shopper purchase. Key partnerships •MicrosoftGoldPartner-ApplicationDevelopment•SAPPartner •CertifiedIntegrationwithSAPApplications•CertifiedIntegrationwithDSiM,anSAPHANAapplicationVelocity is available either on-premise or in the cloud and supports POS data streaming to any third party platform. For additional information contact: [email protected] or visit us at www.RetailVelocity.com






Optimization

TABS Group

TABS Group is a technology-enabled analytics firm founded by Dr. Kurt Jetta in 1998. Its mission: leverage analytical innovation to simplify and improve the way analytics are conducted in the Consumer Products Industry. TABS Group’s newest analytical platform, TABS Promo Advantage™, focuses on: Trade Promotion Measurement, Planning and Optimization. TABS Promo Advantage clients receive quarterly updates of TABS PromoMaster®, a software solution that provides in-depth, but easy to use, analysis and reports of promotional effectiveness. The TABS AccuBase™ model used in the software is the most accurate and extendable model of baseline sales in the industry. It can be used for any retailer that has scanner data, such as specialty outlets like Home Depot. TABS Promo Advantage also includes Account Promotional Planning and Optimization capabilities.For additional information contact:David ButcherPartner and Senior Consultant(805) [email protected]

SPONSORS

T-Pro Solutions Optimizing Promotion ReturnsT-Pro Solutions, with its T-Pro Analytics predictive analytics and post promotion analysis SaaS solution, consolidates the disparate business intelligence silos necessary to maximize the significant CPG trade investment, into one scalable and real-time database. T-Pro Analytics provides its clients with accurate “what if” scenario planning capability and post promotion analysis, that is tightly integrated to any TPM solution—ranging from sophisticated solutions to “spreadsheets.” This intelligence allows users to make strategic and tactical adjustment to the overall trade spend, resulting in a quantified ROI and optimizing promotion returns.For additional information contact: Wayne Spencer President/FounderT-Pro Solutions, Inc.484-241-0883 [email protected]





Wipro Promax Analytics Solutions

Wipro Promax Analytics Solutions (WPAS), a Wipro Group Company, is a world-leading specialist in Trade Promotion Management, Forecasting & Volume Planning, Customer Account Planning & Budgeting and Modelling & Trade Promotion Optimization. With headquarter operations based in Australia and offices in North America, United Kingdom, Central Europe, India and New Zealand, WPAS boasts an impressive stable of global consumer goods companies. Promax solutions are the result of more than twenty-four years’ experience of working in close collaboration with leading consumer goods manufacturers, retailers and distributors.The Promax PX solution has been designed to allow a seamless, automated process to Track, Predict and Optimize promotions and trade spend. It incorporates the most sophisticated tools to maximize a client’s return on trade spend investment and deliver optimal outcomes for retail partners.Wipro Ltd. (NYSE:WIT) is a leading Information Technology, Consulting and Outsourcing company that delivers solutions to enable its clients do business better. Wipro delivers winning business outcomes through its deep industry experience and a 360 degree view of “Business through Technology” - helping clients create successful and adaptive businesses. A company recognized globally for its comprehensive portfolio of services, a practitioner’s approach to delivering innovation and an organization wide commitment to sustainability, Wipro has a workforce of 140,000 serving clients across 61 countries.For additional information visit: www.wipro.com/Promax

UpClearUpClear provides Enterprise Software-as-a-Service to Consumer Goods companies, helping them control and maximize promotion ROI through planning collaboration, workflow efficiency, and analytics.Our flagship software BluePlanner is a best-in-class platform for Sales Planning, Trade Promotion Management and Analytics. Its ease of use, intuitive design, and flexibility make it a valuable integrated solution across the entire organization. From our offices in New York, London and Hong Kong, UpClear serves clients in 16 countries. Our SaaS model and the high level of system configurability allow us to deploy in record time and at no cost to Consumer Goods companies of any size.For additional information contact: Thierry Soudee CEO1133 Broadway, Suite 720New York, NY 10010212-989-5000 [email protected]

UpClearR



Doug Bennett is the North American leader for the Performance Management custom analytics practice – since July 2012. Performance Management delivers world class analytic solutions on what consumers watch and buy that positively impacts the return on strategic marketing and trade promotion investments that fuel profitable growth. Mr. Bennett is ultimately accountable for value creation and delivering Nielsen’s Marketing ROI and Pricing/Trade analytics vision across all client segments. In his 17 years at Nielsen, Mr. Bennett held positions of increasing responsibility serving top CG clients including Kraft Foods, Kimberly Clark, and General Mills. From contributing analyst to project manager over cross-functional groups, he has consistently delivered significant growth in client satisfaction, revenue and profits through value-added solutions against the clients’ business opportunities. Prior to Nielsen, Mr. Bennett worked with Accenture to implement enterprise-wide IT solutions for tier I clients.

Mr. Bennett holds a degree in Business Administration in from Miami University in and a MBA from the Kellogg School of Management, Northwestern University. He lives in Minneapolis with his wife and four children.

Doug BennettSenior Vice President, Custom Analytics, Nielsen

Mike Bizzoco is Director and Information Technology (IT) lead for the US Retail business division at Campbell Soup Company. Mike works with the US Retail Senior Leadership Team and develops IT strategic focus areas and execution in such areas as Trade Management, Retail Execution, Analytics, Revenue Management, Digital, Mobility, and others. He has been with Campbell for over 13 years.

Previously, Mike served in roles as Director IT leading Campbell’s Global Business Intelligence program, supporting the North America and Australia-New Zealand SAP roll-out, leading the IT team in support of Campbell’s Food Service division, and deploying trade management systems and analytics in Campbell North America. Prior to Campbell, Mike served as an officer in the United States Army for over 9 years.

Mike earned his Bachelor’s of Science degree in Civil Engineering at Drexel University in Philadelphia, PA. He also earned his Master’s in Business Administration in Marketing at the University of Scranton in Scranton, PA.

Mike Bizzoco Director, IT Business Engagement - US Retail, Campbell Soup Company


OptimizationSPEAKERS


Kimberly Bryant is aligned to Accenture’s Strategy practice and specializes in Trade Promotion and Channel Incentive Optimization. Kimberly’s clients include major CPG manufacturers as well as major high tech and automotive & industrial clients. She has developed global business processes in the trade promotion management and retail customer management areas. Additionally, Kimberly has worked with clients to optimize their spending across several industries. Prior to joining Accenture, Kimberly was in Retail Marketing with Activision/Blizzard where she was responsible for creating promotional programs and managing multi-million dollar trade budgets for major retailers such as Walmart, Target and Best Buy. Prior to Activision, Kimberly worked in Trade Marketing at Johnson & Johnson Consumer focused on the Neutrogena brands. In this role, she managed key promotions and launches. In addition, Kimberly has 5+ years of experience in various Operations roles at J&J. She is a certified 6 Sigma Black Belt having certified on a display (POP) process redesign at J&J. Kimberly holds a B.A. (Temple University) and a M.A. (Montclair State University) in Industrial and Organizational Psychology.

Kimberly BryantSenior Manager, Strategy, Accenture

Pam Brown is the Director of Sales Operations for Del Monte Foods International. Her work in Sales Strategy includes: Sales planning, trade management, trade systems, sales policies & processes and sales training. She drives solutions and change across the organization based on corporate strategy & with the support of cross functional partnerships. Key successes & projects include the development and release of Del Monte’s “Atlas” Siebel TPM system, developing & deploying a Best in Class Planning national training curriculum, implementing “COMPASS” a Demand Tec Predictive Planning System & most recently leading a new Sales Training Organization.

Prior to joining Del Monte Pam worked for Helene Curtis/Unilever and quickly progressed through numerous sales positions of increasing responsibility. She then joined Kayser-Roth and became the Western Division Sales Director covering all CPG business west of the Mississippi. Over her 20 years of Sales experience she has demonstrated a passion for creating a competitive advantage through high-performing teams.

Pam earned her BA in Business Administration from the University of California at Riverside.

Pam and her husband Mike (20 years) have a daughter Madelyn (14), son Trevor (9) and a new arrival Lillyanna (4 mos). Pam also serves in a broad array of community and industry leadership roles.

Pam Brown Director of Sales Operations, Del Monte Foods International

SPEAKERS


John Ericson is the North American Lead for Solution Consulting at Accenture CAS and is focused on Trade Promotion Management and Optimization. John began his career in software about 17 years ago and has primarily worked in solution consulting as both a manager and an individual contributor. He has been working with price and promotion optimization solutions for over 10 years. Prior to Accenture CAS, John worked with price optimization providers M-Factor and Signal Demand.

John earned his Bachelor of Science degree in Mechanical Engineering at Syracuse University in Syracuse, NY. He also earned his Master’s in Business Administration and Masters in Management Information Systems at Boston University in Boston, MA.

John EricsonSr. Manager, Solutions Consulting, Accenture CAS

Martin Burgard is aligned to Accenture’s Technology practice and specializes in Trade Promotion Management & Optimization. Martin’s work with clients include major CPG manufacturers. As global product manager, he is driving forward the selling & development of the Accenture CAS trade promotion optimization solution. Prior to the acquisition of CAS by Accenture, Martin worked as a business analyst to define use cases for the development of the trade promotion management and optimization solution. Prior to joining CAS, Martin worked at a university chair and conducted research in the area of business intelligence and data mining. He worked together with multiple companies from various industries in Germany to get insights about the factual use and benefits of business intelligence systems. Martin received his PhD in Analytics and has over 9 years work experience. Martin holds a M. A. (Saarland University) in Information Science.

Dr. Martin BurgardSoftware Product Manager TPO, Accenture CAS

Tina Childs is the Senior Manager of Sales Operations for Del Monte Foods, Inc. Her work includes: trade management, trade systems communication, broker contract management and the management and training of sales new hires, sales systems, policies and processes. She drives the communication for the trade systems and facilitates system share groups to connect users. Key project wins include supporting the launch of the COMPASS Predictive Planning System, developing a COMPASS Training Certification process, developing and standardizing a new hire on-boarding and orientation process for Sales, and creating an eLearning module for process and policy releases. Prior to joining Del Monte, Tina worked for Jamba Juice holding a variety of positions. She worked her way up in the organization while acquiring a range of skills and experience. Tina earned her MBA from George Mason University and BA in Business Administration from Washington State University. Tina coaches her daughter’s soccer team and is a member of the soccer league Board of Directors. She is also a member of the Network of Executive Women.

Tina Childs VP Category Leadership, Hostess Brands Inc.




Dr. Kurt Jetta founded TABS Group in 1998 with the mission of delivering analytical innovations that simplify and improve the way business analysis is conducted in the consumer products industry. This vision continues to build traction in the industry as the company has grown revenue by 20% per year since its inception. Some of his noteworthy contributions to the industry are his invention of new performance measures such as Sales Productivity, Organic Growth, Innovation Indices, Buyer Conversion Efficiency and Category Space Elasticity. He is also the inventor of TABS Group software such as QuickTABS®, TABS AisleMaster™, TABS RetailWorks™, TABS PromoMaster®, TABS PanelMaster™, and TABS WorldView™. TABS WorldView is the latest TABS Group innovation that is the first service to provide a fully integrated and harmonized view of all syndicated data sources around the globe at the item level. While building his analytics firm, Dr. Jetta completed his Ph.D. in Economics in 2008 where he specialized in Consumer Demand Theory.

Dr. Kurt JettaCEO and Founder, TABS Group Inc.

Richard Hall is Senior Vice President for the global Performance Management Price and Promotion practice at Nielsen. He is directly responsible for the design and development of Nielsen’s Revenue Management solution, which drives insights into all phases of the sales process to dramatically improve business performance. Prior to joining Nielsen, Mr. Hall founded and led G4 Analytics where he developed an innovative sales planning and optimization solution which was acquired by Nielsen. Mr. Hall has spent over 25 years helping companies use advanced analytics to improve business results. He is a leading expert in sales planning, trade promotion management and retail execution. Mr. Hall started his career as a software developer and project manager and has continued to bridge the gap from technology to business to drive business outcomes. He holds a Bachelor of Arts graduate from the University of New Mexico and lives in Washington, DC with his wife and daughter.

Richard HallSenior Vice President, Trade Promotions, Nielsen

Michael Kantor is CEO and founder of the Promotion Optimization Institute, LLC. He has created and is executing with a brilliant, committed group of retail, CPG, and academic leaders the Certified Collaborative Marketer (CCM)™ curriculum and certification for how to collaborate with trading partners. He continuously produces the best industry events on collaborative price/promotion optimization. Previously he was managing director of TPMA. He has spent his career creating retail and brand price/promotion optimization programs that drive improved loyalty and profits. Mike co-chaired and developed with Gartner, Inc. and leading CPG executives the industry’s first standard set of trade promotion definitions/metrics; and pioneered efforts to define and document trade promotion management in foodservice. Mike began his career in retail advertising and operations as senior vice president, Drug World Pharmacies. He has written for numerous industry publications, primary research, redesigned the NYC Hospice delivery model, and speaks at industry events.

Michael Kantor CEO and Founder, Promotion Optimization Institute, LLC

SPEAKERS


Jim Keane is an accomplished CPG Sales & Marketing executive with over 25 years experience leading turn-a-rounds for some of the industry’s most well-known companies including M&M Mars, The Coca-Cola Company, and The Schwan Food Company. Jim leads Customer Marketing, Trade Strategy, and Sales Planning for Schwan’s Consumer Brands and is in the midst of his turn-a-round efforts on Trade Investment Strategy for Schwan’s.

Jim’s successes include leading the Tony’s Brand to #1 in growth within the Frozen Pizza Category and consistently leading businesses to #1 share positions for M&M Mars and The Coca-Cola Company. He is well versed in building strong retail partnerships in North America. Most recently, Jim has brought Schwan’s Trade investments under control and driven optimization improvements that now has Schwan’s realizing nearly 3X the industry average in % of profitable trade promotions.

Jim’s personal interests include volunteering in college football recruiting, playing baseball across the U.S., and spending time with his wife and family.

Jim Keane Sr. Director Trade & Customer Marketing Schwans Consumer Brands, Inc.

Kevin R. Kroymann is the national manager of trade marketing for the consumer products sales division of Hormel Foods and is based in Austin, Minn. In his role, Kevin is responsible for the customer trade marketing team and delivering the overall business plan to achieve volume, share and sales goals. He assumed his current position in October 2005 after achieving diverse work experience at several Hormel Foods facilities. Kevin began his career with Hormel Foods in 1990 as a relief foreman at the Fremont (Neb.) plant, and held numerous positions there until he transferred to Dold Foods (Wichita, Kan.) in 1995 to assume the role of personnel manager. In 1996, Kroymann transferred to Osceola (Iowa) Food and became the plant’s personnel manager. He was relocated to the Austin (Minn.) plant in 2000, where he served as the superintendent of cured and smoked meats and value-added fresh pork. 2003- 2005, Kevin served as a Six Sigma project manager at the corporate office in Austin. Kevin graduated from the University of Iowa in 1988 with a bachelor’s degree in business administration economics. He also pursued a master’s degree and graduated from the University of Nebraska – Omaha in 1994. Kevin resides in Austin and is a cantor at St. Edward’s Catholic Church, and also coaches youth basketball.

Kevin R. Kroymann National Manager, Trade Marketing Hormel Foods Corporation




Matt Novosel currently serves as a Category Manager for Ahold USA. He manages the Salty Snacks, Cookies/Crackers and Commercial Bakery desks for the Giant of Carlisle and the Giant of Landover divisions. He is responsible for Sales & Profit in these respective categories.

Matt joined Ahold/Giant Food Stores LLC in 1997 as a store associate and served in various roles. In 2003, Matt moved to the Corporate Office as a Planogram analyst and shortly after worked in Merchandising. Since then, he has been a supply chain coordinator, merchandiser and is now a Category Manager.

Matt is a graduate of Penn State Business Academy for High Performance Management and Leadership Harrisburg and has a degree in Business Administration. He resides in Mechanicsburg, PA with his family.

Matt Novosel Category Manager-Salty Snacks, Commercial Bakery and Cookies/Crackers, Ahold USA

Elaine Oussoren, the owner operator of Brand Aid Digital, is a digital expert with a broad based life sciences background. Her past career as founder and Managing Partner of Boomerang Pharmaceutical Communications NA, included leading the agency to AOR assignments in top pharmaceutical and CPG brands.

Her competencies include: digital strategy, website development, HCP portals (eDetailing), disease awareness campaigns, SEO/SEM, patient recruitment, investigator portals, intranet development, social media marketing using Facebook, Twitter, YouTube, and LinkedIn, metrics, analytics, IT, mobile applications, eCRM and corporate websites.

Elaine has played a role in healthcare professional, patient, and consumer marketing activities for dozens of prescription products in numerous disease categories, with a special expertise in oncology.

Elaine Oussoren President, Brand Aid Digital

Jeff Martin is a high-impact strategist with 33 years of experience spanning store operations, marketing, merchandising, supply chain and strategic business unit leadership. In 2013, Jeff was appointed to the executive team at Utz Quality Foods. As the SVP of Business Development, Jeff spearheads strategies to improve sales, promotional effectiveness and profitability, ensuring the company is well positioned for future growth.

Prior to Utz, Jeff established and operated a consulting firm, Martin Consulting LLC. In 2009 Jeff served as the EVP of Merchandising and Marketing for Ahold USA, and development/implemented Marketing and Merchandising strategies helping Ahold USA reach a record $25 Billion in Sales and $1 Billion in Earnings in 2011.

In this position, Jeff was responsible for leading the merchandising, procurement, marketing, and private brands teams for Ahold USA. He was presented with Supermarket News’ 2012 Marketer of the Year Award for his leadership at Ahold USA. Jeff enjoys time with his wife Andrea, daughter Shayna, and two stepsons, Max and Sid. When Jeff isn’t pursing his passion for retail, he is an avid outdoorsman, terrible golfer, and a big NASCAR race fan.

Jeff Martin SVP of Business Development, Utz Quality Foods

SPEAKERS


Rick Pensa advises Consumer Package Goods (CPG) companies on how to drive increased return on their trade promotion spending investment. Rick has been a CPG professional for over 43 years holding positions in sales, sales management, trade marketing and consulting. He has worked with over 53 CPG companies in such diverse categories such as Beverages, Produce, OTC Products, Snacks, Frozen Foods, Tobacco and Hardware, and he brings a broad depth of experience to his clients’ trade promotion problems. Rick is also skilled in Consumer Segmentation & Targeting, geo-demographic data visualization and Sales Force Automation.

Rick founded Insight, Information & Consulting Services in 1998 and is a cofounder of CPGToolBox.com, LLC. He has spoken extensively, blogs and shared his position on the use and interpretation of trade promotion metrics.

Rick Pensa Founder, Insight, Information & Consulting Services, Cofounder , CPGToolBox.com

Wayne Spencer has over 39 years of experience in the CPG sector in diverse rolls including; sales management, trade promotion management, and software business development and consulting. Wayne has 12 years’ experience in the CPG manufacturer sector with Procter & Gamble, Johnson & Johnson, American Cyanamid and Georgia Pacific. He was the Director of Trade Promotions at American Cyanamid (Shulton Division) and National Sales Manager at Georgia Pacific. He spent 10 years as a Vice President at ABD Sales from 1988-1998, the largest food broker in the New York market. Wayne also has 15 years’ experience with Spar and the Synectics Group in trade promotion consulting and software business development. He was the SVP of Business Development for 12 years at the Synectics Group.

Wayne founded T-Pro Solutions in June of 2011.

Wayne Spencer President/Founder, T-Pro Solutions

Colby Sheridan joined SAP in January as a Global Director in the Consumer Products Industry Business Solutions organization. With over 22 years of Consumer Products industry experience, Colby brings a real world-based perspective to solving his clients’ Trade Management, Sales Execution and Mobility related challenges. His background includes almost 10 years in market research for both Nielsen and IRI, 10 years in Sales and Business Development functions with CP-specific software solution providers, and started his career as a Retail Merchandiser for a Food Broker.

Colby Sheridan Global Director, Consumer Products Industry Business Solutions, SAP



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To help you meet your marketing/merchandising goals, POI is dedicated to providing education, clarity, and best practice insight. POI provides active leadership, creates and supports the CCM certificate program, and guidance around the unique requirements for partners to optimize their promotions in serving consumers.

Visit www.p-o-i.org/membership.html, and join today.

Want to know where you stand in relation to your peers on your TPM-TPO-CPO Journey? There is still time to be included in the POI TPM-TPO Capabilities Benchmarking Survey – It’s a follow up study/guide to the Charting Your Course to TPO that POI and Dale Hage-meyer at Gartner are conducting now. It will take you 10 minutes to complete, and all responses are kept strictly confidential.

Please take the survey today: https://www.surveymonkey.com/s/TPObenchmarkingstudyII

Make Plans Now To Join Us With Your

Team at

The POI Fall SummitRegister to attend with your customer team and trading partners

November 2-4, 2014The Westin Galleria Dallas, Dallas, TX

Check for updates at www.p-o-i.org/events.html


John Wilson is a Senior Manager of Sales Operations for Big Heart Pet Brands. He has worked in the CPG industry for over twenty years in Information Systems and Sales roles for EDS, Del Monte, and Big Heart.

His TPM/TPO background includes development of Del Monte’s initial trade promotion planning system and subsequent implementations and management of CAS and Siebel solutions. John was most recently on the core team in the deployment of the DemandTec Predictive Planning System.

John supports the entire sales organization with their use of promotion planning applications, providing guidance on creating, maintaining and monitoring plans. He also works cross functionally with I.T., Finance, Marketing, and Demand Planning to insure the incorporation of system interdependencies.

His unique mix of technical and sales knowledge enhances his role as the Sales/I.T. Liaison. He proactively works to analyze issues and gather user input to provide I.T. direction on enhancing the efficiency and effectiveness of the trade promotion systems.

John Wilson Senior Manager of Sales Operations, Big Heart Pet Brands

John Weller has over 24 years of experience designing and implement ing trade promotion management/opt imization solutions for numerous Fortune 500 CPG companies in the United States and Canada. He has implemented over 100 TPM/TPO proj ects in over 60 CPG product categories. John spent 21 years with Synect ics Group, Inc. holding positions of project manager, Di rector of Client Services and SVP of Client Services. He also spent 2 years as President/Founder of Tourmalet Consulting Group, LLC.

John j oined T-Pro Solutions as a founding partner in 2012.

John Weller Chief Knowledge Officer/Founder, T-Pro Solutions

John L. Stanton has a Ph.D. in Quantitative Methods and Marketing from Syracuse University, and has been in the food industry for about 40 years. He is a professor at the food marketing department at Saint Joseph’s University in Philadelphia. Dr. Stanton had also worked in the food industry, having been VP Marketing for Melitta, and Tengelmann in Germany. Dr. Stanton was also director of research of an ad agency, consulting with food companies including Campbell Soup, P & G, Acme, Kroger, Frito Lay, Kellogg and others.

He serves on the Board of Directors of a number of food companies including Herr’s Foods, Premio Foods, The Philadelphia Cheesesteak Company, Promotion Optimization Institute, and David Michael.

Dr. Stanton has served as an expert and expert witness to many food and beverage companies including Whole Foods, Target, Coca Cola, Ahold, Supervalu, Boars Head, Safeway and many others. He has written 10 books and is currently the editor of the Journal of Food Products Marketing, and an editorial advisor of the British Food Journal.

Jon L. Stanton Ph. D.Professor of Food Marketing, Saint Joseph’s University




Retailers and CPG executives who want to become proficient in collaborating with each other on business planning will have an opportunity now to become a Certified Collaborative Marketer (CCM). Beginning June 4-5, 2014, the Promotion Optimization Institute (POI) here, in collaboration with Dr. John L. Stanton at St. Joseph’s University, Philadelphia, offer an accredited educational program leading to a certificate as a Certified Collaborative Marketer (CCM)™.

The program starts as a 1½-day session at the university, followed by an online portion, and culminating in a return to the university for a three-day, collaborative business planning exercise.

Lisa Overman, brand marketing and advertising for Harveys & Reid Supermarkets, Nashville, GA, is enrolled to become a CCM through the program. “It’s very cool,” she said.

The program costs $4,995 with a 10% discount for POI members. Certain sessions from industry conferences will count towards the certificate.

Learn more, and enroll today at www.p-o-i.org/ccm.php

The CertifiedCollaborative Marketer (CCM)™ credenTiaL

EnrollmEnt is opEn

Coursework begins June 4-5, 2014

Summit Special!Sign up for the June 4-5 Orientation during the

POI Fall Summit and receive $1,000 off your enrollment.


WELCOME

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Destination Promotion Optimization · estination Promotion Optimization April 6-8, 2014 11 KEYNOTE SPEAKERS As Sales and Chief Customer Officer, Chris joined Pinnacle in 2011 and