Education Event: Chargebacks, Free-fills and Pitfalls — Oh, My!

Thursday, Mar 19




To continuously provide education for real world situations, we present monthly
Education Events. Learn from the experts how to succeed with your business!

Chargebacks, Free-fills and Pitfalls — Oh, My!


When: March 19, 2019, 5:30 – 7:30 PM
Where: CASE Building, CU Boulder campus (1725 Euclid Ave, Boulder, CO 80309)
Subject Track: Finance

Your brand is on fire. Everyone wants it and new distribution is exciting. But are you financially ready? Do you understand the cash implications, risks and pitfalls that inevitabily go hand in hand with this exciting time? Our expert panel will discuss distributor paperwork, promotions and risks so you can better plan for growth.


Learn from the Experts

Bob Burke  – Principal, Natural Products Consulting, LLC
Nikki Moskaluk  – Co-Founder of TPM software, Cresicor
Jennifer Allen  – Senior Director of Category Management, KeHe Distributors
Daniel Morrison  – Director of Business Development, Green Spoon Sales


Meet the Panelists

Bob Burke
As a consultant since 1998, Bob Burke provides assistance in bringing natural, organic and specialty products to market across most classes of trade. This includes work in strategic planning, growth strategies, writing sales, marketing and business plans, budgeting, pricing, building distribution, broker selection and management, organizational development, strategic options, financing, branding, trade spending management and assistance around M&A, due diligence and venture strategy groups. He is also the co-author and co-publisher of the Natural Products Field Manual, Eighth Edition. Prior to consulting, Bob was with Stonyfield Farm Yogurt for 11 years as Vice President, Sales & Corporate Development and Vice President, Marketing & Sales. He has held marketing positions with Colombo, Inc. and Sperry Top-Sider. He received an MBA from Babson College. He currently serves as an outside director for EcoFish, Saffron Road, Farmwise, Cali’Flour Foods and King Arthur Flour. He serves on the advisory boards of The Chaat Co., and Thirsty Ventures. He is a former director of Orgain, Stonyfield Farm, Equal Exchange, Stirrings, Wildwood, Nutrabella, FoodState Inc. and the Specialty Food Association. He is on the Selection Committee at Nutrition Capital Network. He serves on the admissions committee of the Specialty Food Association. He also serves on the Editorial Advisory Board of Nutrition Business Journal. He serves as a Beachheads Advisor with New Zealand Trade & Enterprise.

Jennnifer Allen
Jennifer is the Senior Director Category Management & Customer Onboarding – Fresh at KeHE Distributors. She has spent the better part of 17 years in the hospitality, retail and distribution arena. Holding numerous, successively more advanced Leadership positions within Whole Foods Market (Rocky Mountain Regional) and KeHE Distributors (National) the past 9 years. In addition to leading teams and programs in multiple categories, her primary focus the past 3 years with KeHE has been Supplier onboarding (specifically New Supplier Agreement and definitions), DC/Retail Partner Integration and Program Development and Innovation . Jennifer has received numerous regional and national awards; including Whole Foods Market Global All Star in 2014 and the KeHE MVP Award in 2019.  She and her husband, Rob, have 4 sons and reside in Falcon, CO.

Nikki Moskaluk
Nikki Moskaluk is the Co-founder of a Trade Promotion Management Software, Cresicor, which is built by CPG for CPG and designed to fit the typical business model of small to midsize CPG companies. For the past 8 years, she has been immersed in all things trade spend related at lead brands: Celestial Seasonings, Justin’s, Perfect Bar, Lily’s Sweets. Through collaboration with her three talented colleagues, they built a platform which aims to deliver clear value when analyzing trade dollars. Her educational foundation includes a B.S. in Accounting from the University of Colorado Boulder.  Nikki is committed to not only making the mundane deductions process enjoyable, but she continues to push towards streamlining chargeback documentation, accelerating deductions processing, and providing efficient tools outside of Excel or Google.

Daniel Morrison
Daniel began his natural products career bagging groceries at Whole Foods Market while attending High School in Southern California. After completing college in 2006 in Flagstaff, Arizona; Daniel moved to Colorado to establish his roots. He spent several years building a natural cleaning products company before diving into the broker side of the business. Daniel moved up the ranks from Sales Representative, to Key Account Executive, to Brand Manager. After gaining extensive experience on the broker side of the business, Daniel took an offer as National Sales Manager with Made in Nature. Daniel reshaped their Natural and conventional business and grew sales at all National accounts pulling from UNFI, KeHE, and other specialty/conventional distributors. In addition to the above, Daniel helped start the Boulder, CO based company, Evo Hemp. He has been with Green Spoon Sales for a little over two years assisting with Brand Management/  Business Development and is currently the Director of Distributor Relations. Outside of work, Daniel can be found snowboarding, mountain biking, travelling, seeing live music, working in the garden, and enjoying great food with his family and friends. 


Registration Information

Pre-Event: Members: $15, Non-members: $20.
Day-Of: Members: $21, Non-members: $26.
Refund requests will be honored up to 48 hours before the event.

 If this registration fee creates a financial hardship for you, please contact to discuss opportunities to become a volunteer in exchange for admission to this event. 


Easiest Venue Access: The Euclid Parking garage located between Broadway and 18th Street (east of the University Memorial Center) is directly below the CASE building venue. This is a “Pay by Plate” paystation lot. Click here for more information on the Euclid Parking garage and here to view the lot on the University of Colorado parking map (Quadrant P-11 on the map).

Free Parking: Street parking on College Avenue, Euclid Avenue, or Aurora Avenue is avaialble. Please observe street signs for details.