FMS Profit Summit Agenda

WEDNESDAY, OCTOBER 22

All Sessions at the Fairmont, Washington DC

12:00 PM - Lunch with NGA Executive Conference & Public Policy Summit | Registration

1:30 PM – Welcome & Keynote
Robert Graybill, President & CEO

The Future of Decision Support

For decades, data meant massive volumes of information that only highly experienced experts—often with 20–30 years in the industry—could interpret and turn into operational decisions. But those days are fading, and businesses need new ways to bridge the gap.

That’s where FMS comes in. Our next-generation tools start by pinpointing your operational opportunities with clarity and accuracy. From there, AI-driven solutions step in to instruct, educate, and coach both new and seasoned team members—helping them make smarter decisions, faster.

With FMS, you’re not just keeping pace—you’re equipping your team and your business to thrive in a new era of success.

2:00 PM – The New FMS Solutions | FMS Futures

Upward & Onward: The New FMS

Discover how the new FMS and the FMS Advantage is transforming the future of grocery through the power of data, AI, technology, people, and process. This session will reveal how we’re equipping the next generation of independent grocers with the tools they need to be more resilient, efficient, and profitable—today and tomorrow.

Unveiling Profit Hound™: Your Fast Track to Actionable Data
As the accounting talent gap widens and the industry continues to shift, grocers need smarter solutions. In this preview, you’ll see how Profit Hound™ combines AI, automation, and grocery-specific expertise to replace up to 40% of routine tasks—giving operators real-time control and faster insight. Get a first look at how FMS’s full suite of capabilities comes together in a single, intuitive platform built for results.

The Future of FMS: Tech, Talent & the Road Ahead

We’ll also unveil our 2026 roadmap and beyond, showcasing how FMS is preparing retailers for the next era of intelligent automation and data-driven decision-making. Learn what tools, KPIs, and innovations are coming to support a new generation of grocers ready to lead with confidence.

4:00 PM – FMS Profit Summit Guest Keynote: Overcoming Adversity in Uncertainty
Terry Wayne Virts Jr., Retired NASA astronaut, International Space Station commander, and colonel in the United States Air Force

From commanding the International Space Station to flying combat missions in the U.S. Air Force, retired NASA astronaut Terry Virts knows what it takes to lead when the stakes are high and the future is unclear. Drawing powerful parallels between space exploration and the independent grocery industry, Virts will explore how preparation, adaptability, and innovation can help leaders thrive in uncertain times. With timely insights on navigating today’s challenges—from inflation to supply chain pressures—this inspiring session will leave you equipped to face the unknown with confidence.

5:00 PM – Sponsorship Reception - Transportation will be provided from the The Fairmont to the Awards Gala at the Decatur House.

Award Gala and Dinner at the Decatur House

7:00 PM - Cocktail Reception + Awards Gala and Dinner

BBring a Guest and Celebrate at the Decatur House
Join us for an unforgettable evening of celebration at the Decatur House—one of Washington’s most historic and elegant venues, located just steps from the White House at 748 Jackson Place NW, Washington, D.C. 20006. The FMS Profit Summit Awards Gala will honor the exceptional achievements and leadership shaping the independent grocery industry.

Dress Code is Business Cocktail

Dress Attire

THURSDAY, OCTOBER 23 

All Sessions at the Fairmont, Washington DC

7:30 - 8:00 AM - Networking Breakfast | Registration | Sponsorship Pavillion

8:30 AM - Economic Outlook 2025: Insights for Independent Retailers
Dr. Anirban Basu, Chairman & CEO of Sage Policy Group

Dr. Anirban Basu, Chairman & CEO of Sage Policy Group, is known for delivering sharp economic analysis with a healthy dose of wit. In this engaging keynote, he’ll unpack today’s economic trends, outline what’s ahead, and share practical strategies to protect your bottom line in 2025 and beyond. You’ll walk away informed, prepared, and maybe even laughing.

9:15 AM - Cyber Security in the Age of AI
Tony Cartolaro, Vice President, Weidenhammer

Data thieves are getting more skilled everyday and your security policies and infrastructure need to keep up. We have read the stories of big retailers and even wholesale being crippled by these tech pirates. Preparing your infrastructure, training and policies go from prevention to post attack communication, PR and insurance. Don’t get caught flat footed. In this session you will hear concrete steps you should be taking to prepare. WSC has been FMS’s infrastructure provider and security provider for 40 years. You will hear from a 25 year veteran in data security.

10:30 AM - “What If? Building a Business That Survives the Unexpected”
Carey Berger, Founder & President at the BSR Group

What would happen if you—or one of your key team members—couldn’t come to work tomorrow? For many grocers, the answer is unclear until it’s too late. In this powerful session, a dynamic family owned independent will share how they rapidly grew their stores and learned the hard truth: growth means nothing without a plan for survivability.

Panelists: Jimmy, Karen, and Jai Freeman - Freeman Foods

11:30 AM - Strategies to Better Control Labor Costs
Sunil Vatave, Co-Founder and President at Canary Hiring Technologies

Labor costs continue to put pressure on grocer margins. This talk will discuss three of the major cost drivers and strategies to manage down your labor costs. - How the Big Beautiful Bill can negatively impact labor cost and what to do about it. - Reducing turnover costs through early detection of attrition drivers. - Mitigating benefits costs through alternatives to traditional health plans.

12:30 - Lunch & Sponsor Pavillion

1:30 PM - Executive Sessions

STRATEGIC TRACK

Mergers & Acquisitions in Today's Supermarket Environment
Dante Franceschelli, The Food Partners

Some organizations are looking for growth opportunities, while others are looking to exit. This session will give you an in-depth look at multiples and what drives those multiples up for your business. 

OPERATIONAL TRACK

GOT Systems and the Future
Doug Haworth, GOT Systems

Explore the next generation of GOT Systems and how the launch of real-time, data-driven tools can help retailers improve performance by department. Learn how to transform your store’s operations, maximize profits, and respond quickly to trends by leveraging the new GOT Portal. 

2:30 PM

STRATEGIC TRACK

FMS Financial Outlook
Robert Graybill, President & CEO

We have seen the trends from pre-Covid 19 to post Covid 19 inflation. In today’s current economic environment we are seeing softening in the marketplace and ever stronger competition. Learn what the profit leaders are doing to both excel in today’s market and prepare for what’s next.  

OPERATIONAL TRACK

Building Financial Fluency in Independent Grocery
Doug Madenberg, The Feedback Group

Financial literacy isn’t just for CFOs—it’s a critical skill for store managers, department heads, and high-potential leaders. But research shows that many independent grocery teams overestimate profit margins and underappreciate the financial levers that drive long-term success.

This session brings together three dynamic retailers who are moving beyond awareness to action—each bringing a unique approach to building a financially fluent organization:

  • Mandy Tomlin, CFO, Brookshires Grocery Company
  • Paul Rowton – VP, Edwards Food Giant
  • William Burns – President, Grocery Basket of Grenada, MS

We’ll explore how these companies are building cultures of financial fluency, encouraging data-driven decision making, and equipping the next generation of store leaders to think like owners.
Whether you’re just starting or looking to go deeper, you’ll walk away with actionable ideas—and a better understanding of how to take the next step on your financial literacy journey.

3:30 - 4:30 PM

Smarter Benchmarking and Budgeting For The Data Driven Grocer
Rachael Gideo, FMS

The “post-COVID” economy is bringing retailers back to pre-2020 trends—but with new challenges that demand sharper financial planning. In this session, Rachael Gideo, Sr. Director at FMS, will show you how to build a budget that benchmarks near real-time data against forecasts, giving your team a clear roadmap to success.

Effective budgeting aligns every level of the organization with leadership’s strategic goals, creates transparency, and motivates teams through profit-sharing tied to measurable results. More than numbers, a strong budget is a powerful tool to refocus and reenergize teams in the face of economic shifts, technological disruption, evolving markets, or regulatory changes.

FMS Accounting Platform (Apps) Tips & Tricks
Don Heinerichs, FMS
Marion Nicholson, FMS

Automate your process to upload sales, time & attendance, billbacks, payroll, fixed assets, and invoices through leveraging interfaces and uploads in the FMS accounting platform. In this session our tenured FMS experts will help you better leverage the platform to decrease error prone manual inputs that can lead to data entry mistakes or lack of data. By learning to decrease data collection times with precision accuracy you will empower your people to make data driven decisions faster.  

GOT to Improve the Bottom Line - Shrink Management
Doug Haworth, GOT Systems

Global and domestic economic shifts, new legislation, and ongoing geopolitical conflicts are putting added pressure on grocery operations. Managing shrink has never been more essential to profitability. In this session, Doug Haworth and the GOT Team will demonstrate how GOT equips retailers to take control with actionable, real-time data. Learn how to combat losses by identifying shrink and markdown trends, order smarter with precise demand forecasting, and manage perishable inventory effectively. See how enhanced placement tools streamline labor, improve price verification, and highlight top sellers. Discover how smarter data use drives stronger margins and operational efficiency.

One-on-one or group training will also be available Friday morning from 8:00–11:00 a.m., followed by lunch.
Need 1:1 or special training?  To request a session and topic, reserve your spot here!


FRIDAY, OCTOBER 24

8:00 AM – 12:00 PM Post-Profit Summit Programming

One-on-one or group training will also be available Friday morning from 8:00–11:00 a.m., followed by lunch.
Need 1:1 or special training?  To request a session and topic, reserve your spot here!
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Advanced UX Strategies
Jan 2023 - May 2023

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Google UX
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