SUMMIT PROGRAM. Collaborative Promotion Optimization & Continuous Improvement Summit. TPM-TPO-Collaborative Marketing is BIGGER in Dallas!



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SUMMIT PROGRAM Collaborative Promotion Optimization & Continuous Improvement Summit TPM-TPO-Collaborative Marketing is BIGGER in Dallas! Fall Summit 2014 Dallas, Texas November 2-4, 2014

WELCOME 2

CONTENTS Table of Contents Welcome... 5 Overview... 7 Summit Agenda... 9 Keynote Speakers...11 Sponsors...21 Speakers...33 3

ADVISORY BOARD POI Certified Collaborative Marketer (CCM) Education Advisory Board Chris Boever EVP, Chief Customer Officer Pinnacle Foods Mike Nothofer Assoc. Director Strategic Pricing Johnson & Johnson 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, Trade Marketing Hormel Foods Scott McCulloch Sr. Director of Merchandising/ Category Management Duane Reade Dale Neely VP, Trade Promotion Mgt. & Optimization Genpact Elaine Oussoren Brand Aid Digital President Lisa Overman Corporate Promotions & Private Brand Marketing Food Lion, LLC Gary Singer Partner Accenture Dr. John L. Stanton Professor of Food Marketing Editor in Chief, Journal of Food Products Marketing Saint Joseph s University - Dept. of Food Marketing Ken Sullivan Senior Vice President CMS Consulting Jeremie Davis Sr. Director Technology The Dannon Company Jon Vasatka Director of Sales Operations Retail Division Continental Mills Win Weber Chairman, Chief Executive Officer Winston Weber & Associates (WWA) 4

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! WELCOME Dear POI Summit Attendees, It is my absolute pleasure to welcome you to the 4th Annual Promotion Optimization Institute (POI) Fall Summit. As we celebrate our six year anniversary, the theme of this Summit is Continuous Improvement, which is at the core of optimization. Presenters, engaged participants, new attendees, and those returning will experience something unique here. At this summit, you will have the privilege of meeting and networking with countless individuals who are leading experts at Global Brands and Banners, plus leading solutions. When writing these welcoming remarks, and considering today s current events, and the many questions received from you, I found myself relying on my background in Retail and CPG, plus my health system planning experience. As a community, we overcome obstacles together. I continue to be impressed by you, along with the strength of this growing community, which makes up the POI. That growth is demonstrated by the fact that 35% of you are new to the POI Summit experience. POI continues to lead the way, providing superior education and solid training ground for advancing collaborative promotion optimization. It is my great honor and privilege to work with Dr. John L. Stanton at Saint Joseph s University and the POI Education Advisory Board to bring this event to you. The Certified Collaborative Marketer CCM is designed for continuing education, including mastery of the collaborative skills necessary to succeed with trading partners. Together with the POI Board, we have again constructed for you the most advanced and relevant program for your professional development, and your company s benefit. Each consecutive POI Summit includes your requests and our collective vision for collaborative promotion optimization (CPO). Thanks to the many of you who continue to share your needs and opinions with us, enabling POI to continuously improve our service to the industry. We thank every speaker, board member, and sponsor who is contributing their time, experience, commitment and leadership. As you have in the past, please make the time to personally engage with them throughout the summit and create at least 6-10 new relationships. I appreciate each of you for your support, continued learning, and choosing to continuously improve at POI. Let s enjoy Dallas! Yours sincerely, Mike Kantor and the entire POI Team

The Promotion Optimization Institute would like to thank the following sponsors for their support of the Collaborative Promotion Optimization & Continuous Improvement Summit UpClearR 6

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! OVERVIEW Hotel Information The Westin Galleria Dallas 13340 Dallas Parkway Dallas, TX 75240 Exhibit Hours Sunday, November 2, 2014 6:00 PM 7:30 PM Welcome Cocktail Reception Sponsored by: Accenture Monday, November 3, 2014 7:00 AM 8:00 AM Networking Breakfast Sponsored by: Wipro Promax 10:05 AM 10:25 AM Networking Coffee Break Sponsored by: Sequoya 12:20 PM 1:30 PM Networking Lunch Sponsored by: Nielsen 3:25 PM 3:45 PM Networking Coffee Break Sponsored by: Genpact 5:30 PM 7:00 PM Networking Cocktail Reception Sponsored by: Oracle Tuesday, November 4, 2014 7:30 AM 8:30 AM Networking Breakfast Sponsored by: Adesso 10:05 AM 10:25 AM Networking Coffee Break Sponsored by: Exceedra The exhibits can be found in the Dallas Foyer. 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. 7

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! AGENDA Collaborative Promotion Optimization & Continuous Improvement Summit November 2-4, 2014 The Westin Galleria Dallas, 13340 Dallas Pkwy, Dallas, TX 75240 November 2, 2014 3:00 PM - 6:00 PM POI Certified Collaborative Marketer (CCM) Education Advisory Board Meeting by Invitation Only 3:00 PM - 7:00 PM Registration 6:00 PM - 7:30 PM Welcome Cocktail Reception Sponsored by: Monday, November 3, 2014 7:00 AM - 5:30 PM Registration 7:00 AM - 8:00 AM Networking Breakfast Sponsored by: 8:05 AM - 8:20 AM Welcome and Leading Retailer Omnichannel Example Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC 8:20 AM - 9:10 AM Keynote: How the Future of Retail is Created Through Your Every Day Improvements Presented by: Dr. John L. Stanton, Professor of Food Marketing, Saint Joseph s University 9:15 AM - 10:05 AM General Session: Separating the Myths from the Realities of Retailer/ Manufacturer Collaboration Presented by: Jeff Martin, Executive Vice President Sales and Marketing, Utz Quality Foods 10:05 AM - 10:25 AM Networking Coffee Break Sponsored by: 9

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! KEYNOTE SPEAKERS Matt Cook VP Grocery Channel Sales, Hillshire/Tyson Matt leads his team to drive profitable sales growth and share through direct and in-direct account management for the National Grocery Channel across all Hillshire Brands. He is responsible for delivering net revenue for their annual operating plan, in a highly impacted commodity environment through Fuel for Growth & Hillshire Investment Program trade practices. Prior to Hillshire, he led sales strategy and brand development at PepsiCo, responsible for the commercial agenda and execution of the sales operating plan by channel & customer. Matt served with the Air National Guard as Squadron Commander & Hospital Administrator for the United States Air Force Rick Davis Vice President, Business Planning, KUSA Sales Rick Davis has been Vice President, Business Planning KUSA Sales since July 2012. Mr. Davis joined Kellogg Company in 1990 as a Sales Representative in Greenville, Mississippi. He held numerous field sales roles, including multiple Account Management positions. He was promoted into the Battle Creek Corporate office in 1995 where he worked with IT on a series of technology products including Trade Promotion Management. He was promoted to Manager Sales Process and Technology which he held until returning to the field in 1997 where he held roles in people management, category management, and business development. In 2004, he returned to Battle Creek as Director, Business Management Frozen Foods where he was responsible for Sales and Demand Planning, Integrated Business Planning and Sales Reporting. He was promoted to Vice President, Business Management Morning Foods in 2008, and has held several roles in Battle Creek since, including VP Next Generation Solutions, VP DSD Distribution and Logistics, and VP Customer Investment Strategy. In 2012 he was promoted into his current role Vice President, Business Planning KUSA, where he is responsible for Sales Planning, Business Analytics, Sales Systems and Technology, and Business Insights and Reporting. Mr. Davis received a bachelor s degree in Business Administration from Arkansas State University. Mr. Davis, who was a resident of Arkansas prior to his professional career, now resides in Battle Creek, Michigan with his wife Amy. They have 6 children and 6 grandchildren. 11

KEYNOTE SPEAKERS Mike Gorshe Managing Director, Consumer Goods & Services / Retail practice, Accenture Mike is a Managing Director based out of Chicago in Accenture s Consumer Goods & Services / Retail practice. For the past twenty years, Mike has focused on client engagements throughout the world, supporting manufacturers, retailers, wholesalers and food agents in the effective management of business change to optimize consumer satisfaction, channel strategy, collaboration and shareholder value. Prior to joining Accenture, Mike spent 19 years with The Kroger Co. beginning in store management through division operations & merchandising into Corporate Leadership roles and responsibilities. As Corporate Executive Director of Store Operations, Mike supported 11 operating divisions, representing over 900 retail stores and 200,000 associates. Mike is a frequent industry speaker through academic, industry trade relations associations, trade publications and conferences. Dale Hagemeyer Vice President, Gartner Inc. Dale Hagemeyer is a Vice President in Gartner Research, where he is part of its Manufacturing Industry Advisory Service. His area of expertise is in CRM for the Consumer Goods industry including vision and strategy, business case development, vendor evaluation and selection, and implementation and support strategies. He also serves on various industry advisory boards for trade associations and periodicals. Mr. Hagemeyer has a total of 27 years of experience with the consumer goods industry including General Foods (now Kraft), PepsiCo, Quaker Oats, and Sunbeam. He also fulfilled an international assignment in Mexico from 1995 to 1996. Mr. Hagemeyer holds a BA degree in Finance and Spanish from the University of Utah and an MBA from the University of Chicago. Christopher Link VP of Sales Development, Nestlé Waters North America A 28 year veteran of the Consumer Packaged Goods industry, Chris started his career with The Pillsbury Company followed by Dole Foods and has spent the past 18 years at Nestlé Waters North America. Chris past roles at Nestlé Waters include leading the Kroger team in Cincinnati, Retail General Manger in the East and Midwest, Director of Sales Operations, and currently VP of Sales Development, responsible for the Retail commercial strategy, trade planning and optimization, forecasting, communications, and category shopper solutions. Chris earned a BS in Marketing from the University of Maryland and an MBA from Loyola University. 12

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! KEYNOTE SPEAKERS Bob Richardson VP Sales, Customer Development, The Clorox Company Bob leads sales, and customer development for the Clorox Company, a $5 billion international company based in Oakland, CA. They market #1 Brands such as Clorox Bleach, 409 Cleaners, Tilex, Pine Sol, Glad trash bags, Fresh Step cat litter, Hidden Valley dressings, Kingsford charcoal, Brita water filters, and Burt s Bees natural products. Bob has held positions in engineering, management, sales and marketing with all classes of trade for over 43 years with Clorox, First Brands and Union Carbide. He is a Graduate NC State University, Class of 1971, with a BS in Engineering Operations. Bob is an avid sportsman, and loves all sports, hunting, fishing, travel. He s married 35 years to his lovely wife, Leigh and has twin sons Jon and Chris. John L. Stanton Ph. D. Professor of Food Marketing, Saint Joseph s University 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. 13

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! AGENDA 10:30 AM - 11:20 AM Session A: How to Integrate TPM and Predictive Analytics to Achieve Profitable Growth Presented by: Chuck Scott, Trade Promotions Manager, Ainsworth Pet Nutrition Session B: CCM Collaborative Cultures and Strategies Presented by: Jim Hertel, Managing Partner, Willard Bishop 11:30 AM - 12:20 PM Session A: Moving Beyond Building Blocks to Achieve Sustainable TPM/TPE to Win in a Global Marketplace Presented by: Jeppe Vangsted, Senior Director Global Customer, LEGO Soren Andersen, Director, LEGO Kimberly Bryant, Sr. Manager, Strategy, Accenture Session B: Creating a Fully Enabled Value Chain Presented by: Linda Peel, Director CG, Oracle Dale Neely, Vice President, TPM/TPO, Genpact 12:20 PM - 1:30 PM Networking Lunch Sponsored by: 1:40PM - 2:30 PM General Session: The Seven Deadly Sins of Failed Business Cases and How to Avoid Them. Presented by: Jim Maholic, Author, Business Cases That Mean Business, Vice President, Hitachi Consulting 2:35 PM - 3:25 PM Session A: A Programmatic Approach to Getting the Money from Trade Investment Presented by: Chris Haller, Vice President Strategic Plan Projects, Tyson Foods, Inc. Session B: How Innovating Offers Lead to Radically Better Promotions Presented by: David Moran, Chairman and Co-Founder, Eversight, Inc. 3:25 PM - 3:45 PM Networking Coffee Break Sponsored by 15

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! AGENDA 3:45 PM - 4:35 PM Session A: Taking Your Cross-Functional TPO Capabilities to the Next Level Moderated by: Daniel Maxwell, Divisional Vice President, Sequoya Panel: Lisa Gibbons, Senior Trade Marketing Manager, Keurig Green Mountain Luke Gniazdowski, Promotional Effectiveness, Philips Consumer Lifestyle, North America Session B: How Do Your Promotions Compare with Best-in-Class? - Benchmarking Study Presented by: Doug Bennett, SVP, Custom Analytics, Nielsen 4:35 PM - 5:25 PM Keynote: Continuously Improving to Perform: Prioritizing Industry Drivers in Changing and Challenging Times Moderated by: Michael Gorshe, Partner, CGS & Retail, Accenture Panel: Chris Link, VP Channel Strategy Retail Sales, Nestle Waters Rick Davis, Vice President, Business Planning Kellogg s Company Matt Cook, VP Grocery Channel Sales, Hillshire/Tyson Foods Bob Richardson, VP Sales, Customer Development, The Clorox Company 5:30PM - 7:00 PM Networking Cocktail Reception Sponsored by Tuesday, November 4, 2014 7:00 AM - 12:30 PM Registration 7:00 AM - 8:00 AM Networking Breakfast Sponsored by: 8:00 AM - 8:05 AM Welcome Michael Kantor, CEO and Founder, Promotion Optimization Institute, LLC 8:05 AM - 8:55 AM Keynote: The People, Processes, and Tools You Need Next to Understand and Reach Your Best Shoppers/Consumers Presented by: Dale Hagemeyer, Vice President, Gartner Inc. 8:55 AM - 9:45 AM Session A: Continuously Improving Your Forecast Accuracy on Promotion and Across Channels and Categories Presented by: Jeremie Davis, Senior Director of Technology, The Dannon Company Session B: The 2nd Annual Consumer Value Study - Consumables Presented by: Dr. Kurt Jetta, Founder, TABS Group 17

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! AGENDA 9:45 AM - 10:05 AM Networking Coffee Break Sponsored by: 10:10 AM - 11:00 AM Session A: The Journey is Global and the Destination is Optimization Presented by: Andy Wiggins, Vice President - Global Trade Investment, Energizer Holdings, Inc. John Abshear, Director Global Trade Investment Planning, Energizer Holdings, Inc. Session B: Choosing the Right Direction at the Crossroads of Merchandising and Trade Marketing Moderated by: Win Weber, Owner, Winston Weber & Associates Panel: David Arens, Divisional Merchandise Manager, Army & Air Force Exchange Service Lisa J. Overman, Corporate Promotions & Private Brand Marketing, Food Lion, Marketing Department 11:00 AM - 11:45 AM General Session: What Trade Promotion Programs Should Look Like - One Retailer s View Presented by: Tom Burkemper, Sr. Director Merchandising, 7-Eleven, Inc. 11:45 AM - 12:30 PM General Session: Latest Breakthroughs in Insight-led Category Optimization Presented by: Brian Elliott, Chief Executive Officer, Periscope, a McKinsey Solution 12:30 PM - 12:35 PM Closing/Action Items Michael Kantor, CEO and Founder Promotion Optimization Institute, LLC 19

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! SPONSORS Accenture Accenture is a global management consulting, technology services and outsourcing company, with more than 293,000 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. Its home page is www.accenture.com. 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-toend business services as well as individual consulting, technology and outsourcing projects in the commercial and supply chain areas, enterprise solutions and integrated business services. To read our proprietary industry research and insights, visit www.accenture.com/consumergoods. For additional information visit: www.accenture.com and www.accenture.com/consumergoods For additional information contact: Gary Singer gary.e.singer@accenture.com Alex Kushnir alex.kushnir@accenture.com Kerry Farrell at Accenture CAS kerry.farrell@accenture.com Adesso Solutions Adesso Solutions is a leader in delivering Trade Promotion Effectiveness for small and medium sized Consumer Packaged Goods manufacturers. Adesso leverages their long history and deep expertise in the industry plus a unique suite of solutions including an online community for client collaboration. Adesso Solution s all-encompassing TPM (Trade Promotion Management) product on a cloud-based SaaS common platform (.Net), and unique consultative services maximize trade promotion effectiveness for the whole client community. For more information, visit www.adessosolutions.com or call (847) 342-1095 Ext 4010. 21

SPONSORS 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 and a Rebate Management tool. These cloud-based solutions are built to be 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 rpensa@cpgtoolbox.com (678) 503-5001 Ext. 301 phone ECRM Data ECRM Data is the leading provider of promotional data and analytics. Our promotional tracking, analysis and planning solutions are comprehensive, detailed and designed to give you the tools you need to successfully plan and analyze all aspect of your marketing strategy. From promotional compliance to the harmonization of syndicated sales data, ECRM Data has a solution to fit your needs. For additional information contact: John Allen 440-528-0412 W 561-306-3276 C jallen@ecrmdata.com Eversight, Inc. Headquartered in Palo Alto, Calif. and founded in 2013, Eversight provides Offer Innovation software that helps retailers and consumer goods companies dramatically improve promotion effectiveness and make better use of trade spend dollars. Eversight disrupts the $300B+ world of trade promotions by combining the latest in predictive analytics, cloud software, data science, and behavioral economics. Eversight Cloud enables customers to remove the guesswork and risk from trade promotions by micro-testing thousands of unique offers with real shoppers to find the best performing ones. Eversight serves as a strategic partner to some of the largest CPG brands and retailers, including Unilever and BIC. Promotions based on Offer Innovation have yielded an unprecedented 20-50 percent improvement in volume sales over traditional promotions. For more information, visit www.eversightlabs.com. For additional information contact: Angee Walls VP Sales & Business Development Eversight awalls@eversightlabs.com 22

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! SPONSORS 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, Birds Eye, Weetabix, United Biscuits, Cloetta and Unilever 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 Consulting One Gateway Center, Suite 2600, Newark, New Jersey, 07102 (201) 299 2500 phone richard.nicholas@exceedra.com Genpact Limited Genpact (NYSE: G) stands for generating business impact. We design, transform, and run intelligent business operations including those that are complex and specific to a set of chosen industries. The result is advanced operating models that foster growth and manage cost, risk, and compliance across a range of functions such as finance and procurement, financial services account servicing, claims management, regulatory affairs, and industrial asset optimization. Our hundreds of long-term clients include more than one-fourth of the Fortune Global 500 and of those, over 10 are in the top 25. For additional information visit: www.genpact.com Hitachi Consulting Hitachi Consulting is the global management consulting and IT services business of Hitachi Ltd., a global technology leader and a catalyst of sustainable societal change. Working within their existing processes and focusing on targeted functional challenges, we help our clients respond to dynamic global change with insight and agility. Our unique approach delivers measurable, sustainable business results and a better consulting experience. For additional information visit: www.genpact.com For additional information contact: Don Lanham Director Business Development, Consumer Products Industry 123 North Wacker Drive, Suite 1200 Chicago, IL 60606 (262) 227-6235 phone dlanham@hitachiconsulting.com 23

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# 1 Business Software Complete. Open. Integrated. oracle.com/goto/bizsoftware or call 1.800.ORACLE.1 Copyright 2010, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. 25

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TPM-TPO- Collaborative Marketing is BIGGER in Dallas! SPONSORS Nielsen As marketplace success is being judged on increasingly narrower margins, leaders are investing in revenue management capabilities to deliver on profitability goals. Nielsen s Revenue Management and Optimization (RMO) is centered on driving insights into the complete revenue management process. Combining granular market data, powerful analytics, a fully-integrated software suite and deep insights-activation expertise, RMO is helping clients achieve success. Come by our booth and learn more about Nielsen s newly-released Trade Promotion Landscape Analysis. Do you know how your promotions compare to your competitors? For more information, contact your Nielsen representative or revenuemanagement@nielsen.com 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.com Herbert Klein Industry Lead Consumer Products herbert.klein@oracle.com Periscope, a McKinsey Solution Periscope, a McKinsey Solution, offers a suite of insight-driven commercial performance solutions for the consumer goods, retail, wholesale/distribution, manufacturing, chemicals, banking, travel and hospitality industries. Designed to improve commercial performance and manage pricing challenges. Periscope Category Optimization Solutions include Promotion Advisor and Assortment Advisor platforms. Periscope Price & Margin Optimization Solutions include Performance Vision, Market Vision, Price Advisor, and Deal Advisor platforms. All are complemented by Periscope University capability building services. Each solution combines ongoing data management, analytical insights, software tools, and capability-enhancing support that deliver continuing client impact by embedding McKinsey s IP into our client s everyday way of working. For additional information visit: http://periscope.mckinseysolutions.com/ 27

TPM-TPO- Collaborative Marketing is BIGGER in Dallas! SPONSORS SAP Helping 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 ondemand 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 Products SAP America, Inc. Paul.larson@sap.com 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: Richard Althoff Dan Maxwell President/CEO Divisional Vice President SEQUOYA SEQUOYA (941) 780-2363 phone (925) 918-2834 phone ralthoff@sequoya.com dmaxwell@sequoya.com 29

SPONSORS Strategy& Strategy& is a global team of practical strategists committed to helping you seize essential advantage. We do that by working alongside you to solve your toughest problems and helping you capture your greatest opportunities. These are complex and high-stakes undertakings often game-changing transformations. We bring 100 years of strategy consulting experience and the unrivaled industry and functional capabilities of the PwC network to the task. Whether you re charting your corporate strategy, transforming a function or business unit, or building critical capabilities, we ll help you create the value you re looking for with speed, confidence, and impact. We are a member of the PwC network of firms in 157 countries with more than 184,000 people committed to delivering quality in assurance, tax, and advisory services. Tell us what matters to you and find out more by visiting us at strategyand.pwc.com. For additional information contact: Katrina Rothstein Director Strategy& Katrina.Rothstein@strategy&.pwc.com (856) 524-0094 T-Pro Solutions Optimizing Promotion Returns T-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 adjustments to the overall trade spend, resulting in optimal promotion plans with quantified promotion returns. For additional information contact: Wayne Spencer President/Founder T-Pro Solutions, Inc. (484) 241-0883 phone wspencer@t-prosolutions.com 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: Mike Surmeian Senior Vice President, Consulting (818) 700-8541 phone mikesurmeian@tabsgroup.com 30