Harmony at TUG CONNECTS 2026

All presenters must attend one of our three sessions. We will review hotel safety and security procedures, speaker guidelines, and cover any last-minute questions.

Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.

The CSD/WebUI community is entering an exciting new chapter, and this year’s membership meeting at TUG Connects is all about what’s next.
 Join us as we welcome new CSD/WebUI Co‑Leaders Abigayle Franklin and Lance Melnik, recognize the Steering Committee, and dig into the practical topics members care about most — from real‑world ERS usage, to what’s new in the April release, to an open, candid discussion on the things we don’t even know to ask yet.
 This highly interactive session is designed to help members:

• Understand where CSD/WebUI is headed under new leadership
• Learn what’s new (and what matters) in the April release
• Hear unfiltered perspectives from experienced users and partners
• Walk away knowing who to turn to when questions arise around integrations, APIs, EDI, extensions, and more

 
Whether you’re a long‑time customer or newer to WebUI and CSD, this meeting is your chance to connect, ask questions, and help shape the direction of the group.
We encourage all CSD/WebUI members to attend and participate.
Agenda: 
 8:00 AM:  Welcome, Leadership Transition & Introductions

• Welcome and opening remarks
• Introduction of new CSD/WebUI Co‑Leaders
• Recognition of the CSD/WebUI Steering Committee
• Brief overview of the meeting flow and objectives

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8:15 – 9:00 AM:  Session 1: ERS — Reviewing, Submitting, and Driving Real Value
Presenter: Lance Melnik

• Overview of the ERS process: reviewing and submitting requests
• What Infor is looking for today
• Emphasis on real‑world, practical use cases
• Examples of ERS submissions that lead to meaningful product outcomes
• How members can better influence future WebUI/CSD direction

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9:00 – 9:45 AM:  Session 2: What’s New in the April WebUI/CSD Release
Presenter: Brandy Alderman (Infor)

• Highlights of the April release
• New features and enhancements relevant to CSD/WebUI users
• What’s changed, what’s improved, and what to pay attention to
• Brief Q&A

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10:15 – 11:00am:  Session 3: “We Don’t Know What We Don’t Know” – Open Panel Discussion

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11:15 - Noon:  Session 4: Open Mic — How Channel Partners Can Help (and When)

• Open, moderated discussion focused on:
• When to involve a channel partner
• Where different partners tend to excel (EDI, APIs, ION, extensions, integrations, etc.)

Join fellow Product and Pricing leaders for a collaborative network group meeting designed to address real-world challenges and share practical solutions. This session will feature brief presentations from Infor Channel Partners highlighting how their offerings and expertise can support your organization with product and pricing initiatives. In addition, we’ll have a dedicated session with Infor to hear the latest updates and developments relevant to our group, including a discussion of Infor’s ERS system and what’s ahead.

Most importantly, this meeting provides valuable time to connect with your peers who face similar challenges, exchange insights, and build relationships that extend beyond the conference. Whether you’re looking for fresh ideas, partner support, or a deeper understanding of Infor’s roadmap, this is a must-attend session for anyone involved in product and pricing strategy

Here is our schedule for the Meeting.

Here is our schedule for the Meeting.

Start    Topic
8:00     Introduction, Agenda, ERS review
8:15      NSA presentation
8:30     Central Data presentation
9:00     Acumen Solutions presentation
9:15      Tridex Systems presentation
9:30     ASW Global Consulting presentation
9:45      Break
10:15    INFOR Update
11:15     Expertek Systems presentation
11:30    Earnest & Associates presentation
11:45    Wrap Up

Welcome everyone! Whether this is your first TUG Connects or you're a returning member of the Assembly & Service community, we're glad you carved out time to be part of this conversation. This network meeting is your dedicated space to connect with peers who are working through the same challenges you are — in the field, on the floor, and in the back office. Come ready to ask questions, share what's working (and what isn't), and walk away with at least one idea you can put into practice. The best insights in this room won't come from a slide deck — they'll come from the people sitting next to you.


Today's Agenda:

• 8:00 AM  - ISM Meeting Welcome session - introductions, network 

• 9:00 AM  - ISM Roadmap and Case Study - Unified Infor CSD/ISM Analytics in Birst

• 9:45 AM  - Break

• 10:15 AM  - ISM: Improving Service Efficiencies: Unlocking your service tech’s potential with better scheduling. An in-depth review of scheduling & routing features including the interface to Google Maps, and a discussion of the Mobile App.

• 11:15 AM - ISM Mobile
• 12:00 PM  - Lunch
• 1:00 PM  - Single Source Presentation - Top Extensions requested by Customers / Discuss CO-DEV
• 2:00 PM  - ERS Discussion / Ask you ISM Question
• 2:45 PM  - Meeting Adjourned

Welcome to the TUG CSDE Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow CSDE users to share insights, tackle challenges, and explore everything this powerful distribution platform has to offer.

Agenda:
8:00 AM: Welcome 

• Welcome and opening remarks, Brief overview of the days agenda

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8:10 – 9:00 AM: Session 1: Infor Velocity Suite - What is it & What’s New! Hosted by Infor’s Max Fisher- Director, Product management and all round nice guy. 

• Infor Velocity Suite - What is it & What’s New!

Break 9:00-9:15am

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9:15 – 10:00 AM: Session 2: Agile Dragon presents CSDE Finance Reporting. Hosted by Ching Cooper 

Break 10:00 – 10:15

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10:15 – 11:00am: Session 3: “” – M3 and Thing You Don’t Know. Hosted by John Panzenhagen

• Identify some of the hidden aspects of M3
• Discover areas that need proactive management
• Identify potential problem areas and how to avoid them

Break 11:00 – 11:15

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11:15 - Noon: Session 4: Open Mic —

• Open, moderated discussion focused on: Network Leaders, Meetings and monthly webinars, what we can do to improve M3 Reach

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01:10pm – 01:50pm: Session 5: Using AI in Infor to Increase Productivity, Reduce Costs, and Grow Revenue. Hosted by Justin Johnson GoMotivate

• Sales Order Automation to streamline order processing and reduce pricing errors • Sales Insights to analyze historical Infor data and surface revenue opportunities • PO to Cart to convert emailed purchase orders into structured digital transactions inside Infor

2:00pm – 02:45pm: Session 6: Doppio Group “What comes next”
 
Break 2:45pm – 3:00pm
 

03:00pm – 3:30pm: Session 7 : Infor’s Ole Rasmussen Talk M3 Products

• discuss and evaluate the M3 product roadmap

Join your peers in the eCommerce & Digital Marketing Network Group for a practical, high-energy session designed to help distributors share ideas, compare approaches, and walk away with strategies you can actually put to work.
This year’s session features more roundtable discussion time than ever before, a member showcase packed with real-world examples, and dedicated open networking to close out the morning.

Session Agenda

9:00 AM – 10:00 AM | Introductions, Network Update & Member Showcase

We’ll kick things off with quick introductions and a brief network update, including a high-level recap of key B2B eCommerce trends, learnings from 2025, and what lies ahead.
From there, we’ll move directly into the Member Showcase, where TUG members will share real features and functionality they have customized, what they changed, why they did it, and the results they have seen. Each presenter will share a short demo or walkthrough followed by Q&A.

Member Showcase Presenters:

• Andrew Rentz, Chamberlain Oil Co., Inc. | AI-Powered Search: Rules, Logic, and Real Results
  Gain an inside look at how Chamberlain Oil integrates AI search with real-world rules and logic to improve search results, speed up navigation, and deliver a better user experience.
• Molly Williams, Digital Sales & IT Manager, Centro Solves | Turning Complex Products into Simple Choices
  See how Centro Solves created a guided, configurator-like shopping experience for technical product lines without a dedicated configurator tool, with live examples and a look at the impact for both customers and vendors.
• Jason Schoulte, IT Project Manager, Schimberg | Vendor Managed Inventory Through the eCommerce Mobile App
  Find out how Schimberg eliminated paper-based processes and simplified its Vendor Managed Inventory service through its eCommerce mobile app.

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10:15 AM – 11:30 AM | Roundtable Discussion

We are expanding what worked so well last year with an extended roundtable designed to maximize peer conversation, practical idea sharing, and open discussion around the challenges and opportunities shaping B2B eCommerce and digital marketing.
Small-group breakouts will explore what is actually moving the needle in eCommerce today, where manufacturers and distributors are still misaligned on product content, how customer expectations are changing, which KPIs truly matter, and how teams are proving the value of digital internally. Conversations may also cover AI use cases, personalization, friction in the digital customer journey, sales and eCommerce alignment, manufacturer-distributor partnerships, and digital marketing tactics that are no longer worth the effort.
Each group will have the opportunity to discuss real-world experiences, compare what is working versus not working, and share key takeaways back with the full group.

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11:30 AM – 12:00 PM | Wrap-Up & Open Networking
We’ll close with a group wrap-up to capture key takeaways from the morning, followed by open networking time to continue conversations and connect with fellow members.

Join us for a healthy lunch in the Legends Ballroom (2nd floor)

Join us for the Automotive / Heavy Duty Network meeting.

Agenda:
Leadership going forward.  Do we want to go forward and if so need others to step up to help
Topics discussed last time and solutions deployed for them

Welcome to the HVAC Network Meeting at TUG Connects 2026!This session brings together HVAC professionals from across the TUG community to share insights, exchange best practices, and tackle the topics that matter most to our industry.

Agenda:
1:00 – 1:10 – Intro’s, housekeeping
1:10 – 1:30 - Co-Development Collaboration or ERS system. Making sure we get what we need into CSD.
1:30 – 1:45 - Infor’s Product Recommender – demo from Randy
1:45 – 2:00 – break
2:00 – 2:20 – Credit card processing, new options and features CenPos-Kodaris-EBizCharge
2:20 – 2:45 – Extensions and Q&D’s – best tools that nobody knows about

Welcome to the TUG Reporting & Analytics Network Meeting — and to TUG CONNECTS 2026! This is your community for sharing insights, swapping best practices, and connecting with fellow Infor users who rely on reporting and analytics to keep their operations running smoothly. Let's get started!

• 1:00pm:  Introductions and agenda overview
• 1:15pm:  Customer case studies
  • Dragon Pack® - Operations, Bjoern Stammerjohann - Master
  • Phocus, Andrew Carlson - Medart
• 1:45: Orange Query product demo
• 2:00pm:  Break
• 2:10pm:  Infor Data Platform Roadmap and Update
  • Hear about the new and exciting capabilities within the Infor Data Platform and Cloudsuite Analytics. We will be highlighting new capabilities with GenAI and our exciting analytics roadmap.
• 2:45pm:  Break
• 3:15pm:  Audit solution offerings
  • Infor CSD Audit
  • Central Data Audit
  • DataAnalytics Audit Workcenter by Aktion
  • Dragon Pack® - Audit by Agile Dragon Group
• 4:30pm: Infor Embedded Analytics
  • See how you can use widgets and Infor context capabilities to bring analytics and data into your everyday workflow.

Welcome to the TUG Finance Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow Infor users who are navigating the financial side of distribution, from AP and AR to month-end close and beyond. Let's dive in!


Agenda:

• 1:00pm - New or under-utilized features in Accounting
• 2:00pm - Vendor presentations
• 2:45pm - Break
• 3:15pm - Vendor presentations
• 4:15pm - Infor RPA AP Workflow demo, AP Dashboard/APECE

Welcome to the Inventory Management Group (IMG) Network Meeting. You're in for a great four hours — We'll kick things off with our attendees shaping the conversation in our Attendees' Choice Roundtable, then hear from Brandy Alderman and Diane Dunbar on what's coming in the October 2026 release, and wrap up with inventory expert Grant Howard taking you through both the big picture and a deep dive into the Buyer's Day. Let's make the most of our time together.

• 1:00 - 1:45pm - Roundtable “Attendees Choice”:  It’s your 45 minutes! What do you want to Roundtable?  Roundtables lead by Brandy Meeker, Josh Serwe, and Mike Prestash and Grant Howard. Pick from a list of topics, and the most votes will be a roundtable.
• 2:00 - 2:45pm - Brandy Alderman and Diane Dunbar with Infor will highlight upcoming enhancements in the October 2026 release and provide a look into the Advanced Buyer Workspace.
• 2:45 - 3:15pm - Refreshment break
• 3:15 - 4:00pm - Grant Howard, best practices inventory management authority, will lead a round table discussion regarding Infor’s Inventory Management Updates and Modernization project.  Infor has partnered with Grant for expertise, guidance and to bring users’ feedback to the project. Be part of the discussion, help confirm what is needed and have a voice in the priorities.
• 4:15 - 5:00pm - Grant Howard presents a detail look at “A Buyers Day”.  Join your peers along with Inventory Expert Grant Howard for an information packed 45 mins on how Inventory Management affects the Big Picture and what the buyer’s day looks like.  Working the demand control center, surplus inventory, acknowledging and managing open PO’s, working exceptions in ICAMU, and other key items that move the needle for customer experience and profitability.

Join the TUG Technical Networking Group, a dynamic forum designed for professionals and enthusiasts to explore and exchange ideas on cutting-edge advancements in Infor technology, industry trends, and the foundational principles of system optimization and AI integration. Dive deep into discussions surrounding key features of Velocity, applications in CloudSuite Distribution (CSD) and Infor Document Management (IDM), and gain insights into how these tools are shaping operational efficiency and driving innovation across industries.

The group also provides a unique opportunity to engage in forward-thinking conversations about the transformative impact of artificial intelligence, AI agents, and the critical importance of maintaining clean, organized, and reliable data to ensure successful implementation and sustained growth. Whether you're interested in leveraging emerging technologies or seeking to understand the current and future state of AI within industry systems, this networking group offers a collaborative environment for knowledge sharing and professional development.

Additionally, you’ll have the chance to join an exclusive roundtable discussion featuring Infor technical and product leadership, alongside AI development talent, to explore the cutting-edge capabilities of AI and the ERP NextGen platform. Hear directly from experts about emerging trends, best practices, and the future of enterprise systems powered by AI. Expand your expertise, stay ahead of the curve, and connect with like-minded peers who share a passion for technical excellence and innovation.

Join the WMS Network Group at TUG Connects Harmony!

This year’s WMS Network Meeting brings together distributors, partners, and solution experts to explore what’s next in warehouse operations and share practical ideas you can take home and apply.

We’ll open with brief introductions and a network update, followed by a review of the Infor WMS(Jerry Beaston) and TWL(Sara Arnould) roadmaps. This segment will highlight upcoming capabilities, key enhancements, and areas where members can expect meaningful improvements. We’ll also include a dedicated Q&A period to address member questions and spark discussion.

First Supply will be speaking about their automation journey within their new Distribution Center. Michael O'Brien(VP of IT) and David Church(IT Applications Manager) will walk through their decision-making process, implementation experience, and the operational gains they’re seeing today. It’s a chance to hear directly from a peer who has navigated the shift from traditional workflows to high‑density, robotics‑enabled fulfillment.

We’ll welcome several solution providers and implementation partners who support the WMS ecosystem. They’ll share the tools, services, and optimization strategies they offer—along with examples of how distributors are using these solutions to streamline processes, improve accuracy, and scale more confidently.

Afterwards, we’ll feature a roundtable segment designed for open conversation and peer problem‑solving. Group discussions will give everyone space to dig into real challenges and compare approaches and share key takeaways. Discussion topics may include RF workflow design, receiving and putaway strategies, cubes weights and unit of measure, labor planning, cycle counting, automation readiness, KPI tracking, and other member‑driven priorities.

Schedule:
1:00pm - Welcome and introductions
1:15pm  - TWL and WMS Roadmaps with Q&A periods for both
2:15pm - First Supply's Journey to Automation
2:45pm - Refreshment break
3:15pm - Partner presentations
4:15pm - Roundtables 
5:00pm - Meeting adjourned

This session gives TUG Connects attendees a valuable opportunity to engage directly with Infor’s support team while also learning about the CareFor Success model. Participants can discuss open cases, recurring challenges, and best practices for maximizing support resources in a candid, face-to-face setting. In addition, Infor will provide an overview on how the Care for Success approach accelerates value and ROI through tailored engagement across Scaled, Professional, and Enterprise tiers—combining digital tools with proactive, expert guidance to reduce risk, prevent disruption, and drive continuous success.

Who should attend:
IT leaders, functional owners, and anyone responsible for driving adoption, realizing value, and getting the most out of their Infor investment.

Welcome to the Value Add Network meeting. This is one of the most dynamic corners of the TUG community — because if you're in the value add space, you know that no two operations look quite the same, and that's exactly what makes this conversation so valuable.


Whether you're managing kitting, light manufacturing, custom configurations, or something in between, the peers in this room understand your world in a way that a general session simply can't replicate. This is your chance to get specific — about the workflows you're navigating, the Infor tools you're leaning on, and the workarounds you've built that maybe shouldn't have to be workarounds at all.


Come ready to share openly and listen actively. The goal isn't to have all the answers — it's to leave with better questions, a few new connections, and at least one idea worth taking back to your team.


Agenda:

• 3:15 PM - Introductions, network / Introduction to CD Marketplace
• 4:15 PM - ERS Discussion, Case Study and Roundtable discussion
• 5:00 PM - Meeting Adjourned

Join us in the exhibit hall for an informal reception with open bar and hors d'oeuvres, and a chance to meet our sponsor partners.