Welcome to the Promotion Optimization Institute Michael Kantor

Welcome to the Promotion Optimization Institute! Michael Kantor CEO and Founder Promotion Optimization Institute (POI) #POIRe. Summit 18

Over the next two days we will: • Be immersed in the distribution and promotion of consumer goods and services for an evolving retail environment • Understand prescriptive planning leveraging AI • Learn growth strategies by creating frictionless shopper/consumer experiences by integrating all physical, digital, and personal assets • Network, and create new relationships and strategic alliances

Certified Collaborative Marketer (CCM)™ CCM Executive Training/Certification um M er & ark S eti hop ng pe r Social Media & Mobile Marketing The Only Designation for Marketing & Merchandising Collaboration ing g nn tin Pla ecas r Fo Co ns M Cat an eg ag ory em en t & • 90% Online delivery • Executive Program held at St. Joe’s University in Philadelphia, PSU, ASU • Learn Collaborative Cultures, Skills & Strategies • Two day live kick-off, 16 - week self directed study, 2 day final collaborative workshop December 12 -13, 2018 • http: //www. poinstitute. com/c ertification/certificationccm. html s & e l a S CPG keting a M r y M Tra ar de ke tin g g M in ric P Analytics & Optimization et d ho g olo

How POI Serves Manufacturers and Retailers Obtaining Best Practices: the Promotion Optimization Institute Facilitates Your Learning Style “Help me discover” A blended approach “Teach me” Broad coverage of collaborative TPx, retail execution and analytics Outcome Meet people with similar challenges, projects, and phases Interact with leading technology and service vendors Hear the good and bad from those who along the journey Give me appropriate documents to read, and share with my team Help me work through my unique situation Certify me as a “Collaborative Marketer” CCM™ Avenue Peer networking Vendor access Case studies POI research Access to subject matter experts 16 week online course of study and certification 1 discussion format with POI leaders and all resources POI runs academic program at St. Joseph’s University (and others) – Collaborative Marketing. POI Role POI industry events, share groups, and personal introductions POI Industry events bring sponsors and user organizations together Presentations at POI events, written documents, Webinars, Meet with your team Guidance on appropriate readings as well as open access to POI resources

New POI Industry Initiative Promotion Optimization Institute e. Commerce Business Leadership Council In April 2018, we began to explore the challenges and success of suppliers and retailers on that journey, what is considered best practice, and what standards or KPI’s should be included. At POI Dallas, we will bring forth, and discuss a set of key questions and answers to unlock these challenges!

Introducing Pam Brown, Chief Commercial Officer Promotion Optimization Institute The annual POI Industry Survey will help you and your company improve promotion effectiveness & efficiency, retail execution and will reveal business successes and challenges.

2018 POI Annual State of the Industry Survey --Early Results--

2018 POI Annual Industry Survey The annual POI Industry Survey will help you and your company improve promotion effectiveness & efficiency, retail execution and will reveal business successes and challenges. POI will deliver research, best practices and POI Summit events that serve your advancement needs. The survey is broken down into two distinct yet related business processes: Trade Promotion Management (TPx) and Retail Execution.

Why the Survey is Important The results of the survey will reflect industry progress in the aggregate, and you will be able to utilize the survey results to benchmark your company. If you have taken this survey before, you will notice the questions have been “refreshed” and the dynamics reflect the changes in consumer buying behavior and market landscape.

POI’s Promise to You POI will not share your information with anyone in the manufacturer/retailer competitive landscape. Your responses will be kept confidential. Only POI research staff will be involved in the collection and data analysis. You will receive an advanced copy of the POI State of the Industry Report.

Some Incentive… Your organization will receive 3 complimentary registration passes for the next POI Summit: o Collaborative Marketing Driven by Data Analytics, November 7 -9, in Dallas Don’t miss the Revenue Management and Analytics pre-conference workshop, November 7 th, 3 -5 pm CDT. Space is limited to the first 35 Manufacturer and Retailer attendees. You’ll also be put in a drawing to receive a $500. 00 American Express Gift Certificate for taking the time to complete this important research survey.

Please take 15 minutes to complete the confidential survey today. http: //bit. ly/POI_2018_Industry. Survey

Survey Results The POI Annual State of the Industry Survey will be released in October. Disclaimer: The survey findings reported today are based on current survey inputs and may be different than the final October presentation.

Early Results

Early Results

Early Results

Early Results

Early Results

Early Results

Early Results

Please take 15 minutes to complete the confidential survey today. Look for an email from Joanie jhampto@p-o-i. org by the first break with the survey link http: //bit. ly/POI_2018_Industry. Survey

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#POIRe. Summit 18 Your TPx-RGM - Retail Execution and Global Collaboration Journey POI Research, Advisory, Webinars, Workshops, and Membership Education, Share Groups, and Certification