Andavi Summit 2023

Selling Insights

May 8th and 9th, 2023
Napa, CA

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Join us this May at the Marriott Hotel in the beautiful Napa Valley for two days of educational and insightful seminars that will bring together leaders in the beverage alcohol industry and shine a light on trends, technology, and tips for success utilizing software and data.

Why Attend?

Learn best practices from business titans

Network with leaders in the industry

Develop skills in the latest business technologies designed for sales execution

Hone in on the tools to make your business and your team successful in the beverage alcohol industry

Additional resources include hands-on training with our experts in data analytics and software solutions

Who Should Attend?

Executive Leaders

Sales Executives

Business Analysts

Finance Teams

Location

Napa Valley Marriott Hotel and Spa

3425 Solano Ave, Napa, CA 94558

Room block available

Schedule

Sunday, May 7th, 2023

7:00 – 9:00 pm: Early Check-in and Meet and Greet Cocktail Reception

Monday, May 8th, 2023

8:30 am – 5:00 pm: Conference and Breakout Seminars

12:00 pm – 1:00 pm: Hosted Lunch on the Patio

5:00 pm – 6:00 pm: Networking Happy Hour in the South Yard

Tuesday, May 9th, 2023

8:30 am – 10:00 am: Andavi Solutions Product Roadmap

10:15 am – 12:00 pm: Breakout Seminars and Hands-on Training

Breakout Session Topics

Choose between 15 different Breakout Sessions focusing on Sales, Finance, Data Analytics, and more.

Sales Sessions:

Executing KPIs with Your Partners
Communicating goals, progress, and results are often challenging in the three-tier system. This session focuses on sharing tools and tactics for communicating KPIs amongst your partners.
Your Perfect Store
Defining what a perfect retailer looks like, sharing that definition, and executing it require a lot of coordination. This session is a supplier’s guide to defining and measuring the perfect retail outlet.
Simplifying Store Authorizations
Retailers and suppliers authorize products to locations, but who fulfills them and how will they know? Avoid tracking authorizations on spreadsheets and learn the tools and techniques to work smarter with your authorizations.
Measuring the Feet on the Street
In a perfect world, sales managers could translate all of their sales data and activities into strategy. This session will focus on how organizations measure sales teams’ effectiveness and how to determine which activities offer the greatest ROI.
Automating the Category Management Process
This session discusses the category management process and balancing new additions, losses of discontinued products, projecting models, and updating hundreds or thousands of planogram files. Learn how the utilization of AI can save hours in the process.

Finance Sessions:

Calling 50 Distributors for 1 Price?
One side effect of alcohol’s three-tier system is the need for retailers to get individual pricing per state for each SKU. This paneled discussion will center on working through the pricing process with every state’s unique alcohol pricing laws while remaining in compliance.
Understanding Net Revenue
What are you doing to communicate with your chain neighbors? Hear strategies and reactions from various parts of the supply chain as they discuss successes and failures.
Feeding the Finance Beast
Sales operations require feeding volumes, spend, and profitability to financial models. This session goes into organizations sharing their creative ways to automate and ease the process for accruals, rates per case, and incentives volumes by profitability.
Strategy Building Blocks
Most businesses set high-level sales targets like “increase sales by 10% over last year,” without any concrete plan for how to get there. In this session, we’ll discuss creating strategies to achieve growth, including bottom-up forecasting and goal building using actionable metrics.
Budget Season Blues
After chasing down coworkers to submit budgets, sales plans, or allocation projections, now you must somehow synthesize Excel spreadsheets into a budget for the entire business. We’ll demonstrate how Adaptive Insights can help you simplify the planning process and make reforecasting a snap.

Date Analytics Sessions:

Creative Data Analysis
Sales execution analysis often stops with sales reports, but can you find your sales per cubic foot at a retailer? Can you see your bulk wine inventory with days of supply? Hear many ideas like these in this engaging discussion on creative data analysis and the tools to get your data working for you.
When you don’t feel like a VIP...
Andavi Solutions has entered the beverage alcohol scene with a mission to be the premier sales execution software provider. This session is a simple dialogue on what Andavi Solutions delivers to make you feel like a true VIP.
Break Your Excel Habit
Data visualizations communicate data more efficiently than spreadsheets and grids. Business intelligence features like drill down and slicers make your data interactive and more powerful. This session will help you master the art and science of delivering data in a visualization format.
The KISS Principle meets Atomic Habits
Software solutions are when people, processes, and technology intersect. But each of these can be challenging. User adoption is achieved when software can Keep It Simple (KISS), while also creating small habits. Get your ‘untrainables’ to buy in with these small wins.

Sponsorship Opportunities

Join Andavi Solutions as a partner and get access to over 150+ beverage alcohol and CPG leaders. Showcase your organization through multiple sponsorship tiers and get the chance to exhibit at the Andavi Summit.

Sponsorship Packages

Andavi Summit

Selling Insights

May 8th and 9th, 2023
Napa, CA