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For more information about Harmony! TUG CONNECTS 2026, please visit www.tugconnects.com
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Tuesday, May 19
 

6:45am CDT

Presenter's Safety and Security Briefing
Tuesday May 19, 2026 6:45am - 7:30am CDT
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.
Speakers
avatar for Lauren Brown

Lauren Brown

Speaker Liaison, Members Inc.
Once upon a time, I worked in behavioral research, during which time I conducted psychological experiments on children, the elderly, and the sick for the government. Because much of the research I conducted was in education, it sparked a fierce desire in me to learn more about how... Read More →
Tuesday May 19, 2026 6:45am - 7:30am CDT
TBD

7:00am CDT

Breakfast in Legends Ballroom
Tuesday May 19, 2026 7:00am - 8:00am CDT
Join us for a healthy breakfast in the Legends Ballroom (2nd floor)
Tuesday May 19, 2026 7:00am - 8:00am CDT
TBD

7:00am CDT

Registration Desk Open
Tuesday May 19, 2026 7:00am - 6:00pm CDT
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.
Tuesday May 19, 2026 7:00am - 6:00pm CDT
TBD

8:00am CDT

(230) Self-Service Portals: What Customers Really Want to Do Online
Tuesday May 19, 2026 8:00am - 8:45am CDT
Today's customers expect more than just a contact form and an FAQ page — they want the power to manage their experience entirely on their own terms. This session explores the evolving landscape of customer self-service portals, diving into what users actually seek when they log in, what frustrates them when they can't find it, and what keeps them coming back.

We'll examine the gap between what organizations think customers want to do online and what the data and user behavior actually reveal. From checking account status and making payments to troubleshooting issues and updating preferences, attendees will gain a clearer picture of the tasks customers most want to complete independently — and how to design portals that make those tasks effortless.

Key takeaways will include actionable strategies for prioritizing features, reducing friction, and building trust through transparency and ease of use. Whether you're building a portal from scratch or optimizing an existing one, this session will help you align your digital self-service strategy with real customer expectations.
Speakers
avatar for Tony Zakula

Tony Zakula

CEO, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(240) Infor OS: Data Strategy
Tuesday May 19, 2026 8:00am - 8:45am CDT
Join the product management and solution consulting team for an overview of the Infor Data Strategy in conjunction with Cloudsuite Distribution. In this session, we will review current capabilities for managing your data, reporting and analytics, and how it plays an integral role in how AI can be used in your organization.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(382) Hands-on Lab - Infor OS Applications and Introduction
Tuesday May 19, 2026 8:00am - 8:45am CDT
CloudSuite Infor OS is required to access any ERP, including CSD, but what is it? This session will allow you get your hands on a LIVE CloudSuite Infor OS environment!
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(405) Voice- Enabled Productivity for Infor WMS /TWL- a 3PL Success Story with Lydia Voice, Infor, & EPG
Tuesday May 19, 2026 8:00am - 8:45am CDT
Join us as we share how a major West Coast 3PL successfully implemented Lydia Voice fully integrated with Infor WMS—a project delivered through a unique four-way collaboration between ASW Global Consulting, Infor, EPG, and the customer team.

In this session, we’ll break down why the rollout was described as a “big win”, including:
- How Lydia Voice integrates directly with Infor WMS
- The operational improvements and user satisfaction achieved
- Lessons learned from deploying voice-directed picking in a grocery environment
- How simplicity, customization, and cross-team collaboration accelerated success

We’ll also touch on how Lydia Voice delivers the same benefits for Infor TWL customers. Don’t miss this inside look at real-world results and practical takeaways for any operation exploring voice enablement."
Speakers
AP

Alex Parisi

Business Analyst, ASW Global Consulting

avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(408) The Customer Stratification Effect: E&A Client Success Stories
Tuesday May 19, 2026 8:00am - 8:45am CDT
Can you say with 100% certainty which of your customers are driving profits and which are secretly draining them? In this session, we will show real- life examples of how customer stratification has transformed the way organizations leverage this proven business model to drive process change across all their customer- facing activities.
Speakers
avatar for Tim Plotner

Tim Plotner

Director of Development, Earnest & Associates
Tim Plotner is Director of Development at Earnest & Associates.  Tim’s 40-year career has focused on serving the SMB wholesale distribution marketplace designing and delivering ERP and business analytics software.  Tim joined E&A in 2018 to develop advanced productivity and profitability... Read More →
avatar for Brian Lombardo

Brian Lombardo

Vice President, Earnest & Associates
Brian Lombardo is Vice President of Profitability and Productivity at Earnest & Associates. He’s spent over 30 years in distribution, working at the intersection of operations and technology to help companies improve profitability and productivity.

Brian spent 20 years with one of the largest bearing and power transmission distributors in North America, followed by six years at Infor, where he led strategy for their distribution solutions and several related edge products. Earlier in his career, he also worked directly with... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(108.1) Exciting New Functionality in CSD (Also occurs at 11:15am Thursday)
Tuesday May 19, 2026 8:00am - 8:45am CDT
This session will guide you through the exciting new features in Infor Cloudsuite designed to improve your workflow, boost productivity, and enhance user experience.
Speakers
SM

Sally Main

Solutions Consultant, Principal, Infor
Infor
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(129) Discover the Latest AI Enabled Software Development Tools for CSD
Tuesday May 19, 2026 8:00am - 8:45am CDT
The past year has seen lots of developments in AI/LLM tooling for software development that dramatically improve productivity. At Expertek, we’ve been building coding agent AI tooling and workflows for CSD extensions and backend systems. In this presentation, we will do a walkthrough on what tools are available, and how to get the most value coding agents. The discussion will include an overview of “harness” development, skills, and pitfalls to avoid.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBA

8:00am CDT

(145) The Power of Inquiry: Navigating CSD with Ease
Tuesday May 19, 2026 8:00am - 8:45am CDT
CSD Inquiry Screens put the information you need right at your fingertips. In this session, we’ll explore how to use these tools to quickly locate customer, product, order, and pricing details — without running reports or searching through multiple menus.

You’ll learn how to:
* Navigate the most commonly used inquiry screens in CSD
* Filter and search effectively to find data fast
* View real-time information to support customer and business decisions
* Use Inquiry Screens as a go-to resource for day-to-day tasks

Whether you’re helping a customer, verifying pricing, or tracking an order, CSD’s Inquiry Screens make it easy to get answers in seconds.
Speakers
avatar for Nicole Tack

Nicole Tack

Director of ERP, Republic Electric
Nicole Tack is a business professional focused on improving operational efficiency, communication, and ERP system adoption—especially during periods of change. She helps teams navigate new processes while identifying opportunities for long-term improvement. Nicole is a returning... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(156) Utilizing Role Based Security
Tuesday May 19, 2026 8:00am - 8:45am CDT
Learn how to manage user security more efficiently by using role based security
Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(172) Best Practices to Streamline your Day-to-Day Operations
Tuesday May 19, 2026 8:00am - 8:45am CDT
Are you spending more time chasing anomalies than understanding your overall operations? This session explores the
fundamental question of whether organizations should focus on exception management or comprehensive process oversight—and when each approach matters most.

Drawing on CSD's historical strength in exception-driven management, we'll examine how modern systems and reporting mechanisms can help you identify what truly requires your attention versus what can be automated or streamlined. Through practical examples and proven workflows, you'll learn to:
- Distinguish between meaningful exceptions and process noise
- Design reporting systems that highlight actionable insights
- Implement event triggers and workflows that reduce manual intervention
- Balance exception monitoring with holistic process understanding

Whether you're drowning in alerts or missing critical issues, this session will provide frameworks and best practices to enhance your operational efficiency by knowing exactly where to focus your attention.

Ideal for: Operations managers, process improvement professionals, and anyone looking to optimize their approach to system monitoring and workflow management.
Speakers
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As Secretary of the TUG Board and Senior Vice President at Midwest Wheel Companies, a leading heavy-duty truck parts distributor. In his role, my focus is on leveraging technology to drive competitive advantage and operational efficiency across the business.At Midwest Wheel, I lead... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(224) Order Entry Optimization
Tuesday May 19, 2026 8:00am - 8:45am CDT
This session explores strategies for order entry optimization. Whether it's improving the workflow or understanding how order entry impacts other components of the business, opportunities exist for enhancing this fundamental activity of your operation. Ultimate goal? Improving order entry for employee satisfaction and improved customer service.
Speakers
avatar for Lauren Bruckler

Lauren Bruckler

Consultant, ASW Global Consulting


Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(278) The most important function in CSD - Receiving!!!
Tuesday May 19, 2026 8:00am - 8:45am CDT
CSD is an "Inventory Management System" and where does Inventory start in your system? RECEIVING!!!!!!!

This session emphasizes a fundamental truth often overlooked in Infor CSD implementations: accurate inventory management begins at the receiving dock. Participants will discover why receiving is arguably the most critical function in CSD and how proper receiving practices cascade through every downstream process—from inventory accuracy and order fulfillment to billing and financial reporting.

The course provides comprehensive coverage of CSD's receiving workflow, including Purchase Acknowledgement (POEA), the strategic use of Purchase Pre-Receiving (PORII) and its advantages, and detailed exploration of the Receiving function (POEI). Attendees will learn best practices for assigning receiving responsibilities, navigating header information and line item processing, understanding the Final Update process, and handling receiving corrections when mistakes occur. The session also highlights practical efficiencies and techniques to improve receiving accuracy and speed.

By the end of this session, you will understand why receiving serves as the foundation of inventory integrity in CSD, who should own the receiving process within your organization, what efficiency tools are available to enhance accuracy, and how to effectively manage receiving corrections. This session is essential for warehouse managers, receiving personnel, inventory controllers, and anyone responsible for maintaining accurate stock levels and operational excellence in CSD.
Speakers
avatar for Steve Bloesing

Steve Bloesing

ERP Manager, Gypsum Management & Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(325) CSD Has a New Architecture, Now What?
Tuesday May 19, 2026 8:00am - 8:45am CDT
A new architecture can feel disruptive—or it can be the foundation for harmony across performance, extensibility, and upgrades. This session demystifies what’s changed in CSD, what it means for integrations, personalization, reporting, and operational stability, and how distributors should adjust their plans. You’ll get a clear checklist for what to review, what to modernize, and how to avoid common pitfalls so your environment stays supportable, scalable, and ready for what’s next.
Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(338) Extensibility Training 101
Tuesday May 19, 2026 8:00am - 8:45am CDT
An introduction to extensibility and the ability to customize the ERP system. We will discuss tips and tricks for beginners, dabble in more advanced extensibility, and review the administrative tools necessary to successfully pursue personalization and extensibility in CSD.
Speakers
AO

Andy Oberschmidt

Lead Software Engineer, Acumen Group

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(102) Introduction to M3-based Cloudsuites; What do you Get Not Being Available in CSD
Tuesday May 19, 2026 8:00am - 8:45am CDT
This session explores the differing ERP philosophies of M3-based CloudSuites and CSD, outlining common ground, key distinctions, functional limitations, and where each solution delivers unique value.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(901) Executive Summit Breakfast and Welcome
Tuesday May 19, 2026 8:00am - 9:00am CDT
Join your fellow Summit attendees for a private breakfast and a welcome and introduction to this year's agenda and speakers for the summit
Speakers
avatar for Kent Justice

Kent Justice

Emcee
Kent serves as the moderator and host for the Executive Summit at TUG CONNECTS 2026, a role he has held the past five years. Kent is a lifelong storyteller - which began with writing for a San Francisco area newspaper chain when he was 17 years old. Based in Jacksonville, Florida... Read More →
Tuesday May 19, 2026 8:00am - 9:00am CDT
TBD

8:45am CDT

Open time in Solutions Center
Tuesday May 19, 2026 8:45am - 10:30am CDT
This time is dedicated to our sponsor partners. Attend a sponsor demo or just relax and spend time getting to know our partner and solutions they have to help improve your business. Snacks and drinks will be served.
Tuesday May 19, 2026 8:45am - 10:30am CDT
TBD

9:00am CDT

(609) Spark Session: AI in tax compliance: From Hype to Real Impact
Tuesday May 19, 2026 9:00am - 9:15am CDT
AI is changing how tax teams manage compliance, but not all solutions deliver real value. This session explores where AI is already improving tax processes today, from classification to research and anomaly detection. Learn how to separate meaningful innovation from noise and identify practical ways to apply AI in your compliance strategy.
Speakers
avatar for Michael Dominguez, Avalara

Michael Dominguez, Avalara

Senior Strategic Alliance Manager, Avalara

Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 1, Solutions Center

9:00am CDT

(623) Spark Session: Grow Your Business, Not your Bad Debt
Tuesday May 19, 2026 9:00am - 9:15am CDT
Midwest Wheel and 400+ distributors are using Wholesail to streamline the entire AR lifecycle — from credit applications and risk scoring to collections and payments — all on one platform.

See how a no-cost, pre-built Infor CSD integration gives customers 24/7 account visibility and self-service payments, saves your AR team hours through automated reconciliation, and gives sales real-time insight into customer payment behavior. The result: faster cash, smarter credit decisions, and an AR function that actually supports growth.
Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center

9:00am CDT

(902) AI Is a Leadership Issue, Not an IT Problem (Executive Summit Only)
Tuesday May 19, 2026 9:00am - 10:30am CDT
Generative AI is already shaping how organizations operate, make decisions, and manage risk, yet it is still often looked at as a technical initiative rather than a leadership responsibility. This session reframes AI as a shared priority for senior leaders, IT teams and staff, emphasizing how organizations can work collaboratively to guide AI decisions with clarity, trust, and accountability.

Using tools and real-world examples to illustrate current and near-future capabilities, the session explores leadership considerations including security, AI agents, automated workflows, and the critical role of staff education in successful adoption. Participants will also examine balancing productivity gains with security and risk.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Tuesday May 19, 2026 9:00am - 10:30am CDT
TBD

9:15am CDT

(513) AI + ERP in Action: Turning Data Into Decisions
Tuesday May 19, 2026 9:15am - 9:45am CDT
Your ERP has the answers. The problem is getting to them. In this session, we’ll show how MCP connects AI directly to your ERP so you can ask questions in plain language and get instant insights, reports, and recommendations. No delays, no technical bottlenecks, just real-time access to the data that drives your business.
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is the Founder and CEO of Atwix, a B2B eCommerce agency with over 15 years of experience helping distribution companies connect their ERP systems with modern digital commerce. Atwix develops modern B2B buyer portals with deep ERP and eCommerce integrations, and has built AI-powered... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 2

9:15am CDT

(523) Partner Demo - Cloudleap
Tuesday May 19, 2026 9:15am - 9:45am CDT
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 3

9:15am CDT

(524) EDI Enablement: Special Session for UniLink Customers & EDI Users
Tuesday May 19, 2026 9:15am - 9:45am CDT
If you are already an active EDI user in Infor CSD or SX.e or a current UniLink customer, this is your session. We've set aside this time specifically to hear from you — what's working, what you'd like to see, what problems you need to solve, and where your EDI program is headed next.

We'll spend time exploring EDI enablement opportunities that many of our customers haven't yet tapped — adding trading partners, expanding transaction sets, and identifying gaps in your current EDI footprint that may be leaving efficiency and revenue on the table. You’ll learn about new solutions that our customers have directly influenced and get practical ideas from your peers on getting more value from your EDI integration.

In keeping with this year's theme of Harmony, we've invited trusted Infor VAR partners to join us — because when your EDI integration and ERP environment are aligned, everything else runs smoother. Bring your questions, your challenges, and your ideas. Some of the best solutions in our community have come from customers talking to each other — and we want to create more of that here.

Who Should Attend: Current UniLink customers and any Infor CSD, CSDE or SX.e user actively managing EDI within their organization. Whether you've been an EDI user for one year or fifteen, there's an opportunity in this session for you.
Speakers
avatar for Sarah Butler

Sarah Butler

Director of Professional Services, Unilink
Waiting for description from Sarah Butler
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 4

9:15am CDT

(526) UnForm v11: Enhancements and New Functionality
Tuesday May 19, 2026 9:15am - 9:45am CDT
UnForm’s End-to-End Document Management Solution creates, captures, stores, retrieves, and delivers documents and the data they contain to automate business processes. UnForm’s integration with Infor Distribution ERPs can be deployed as either a complete Document Management Solution or as individual components to fill specific functionality needs. Licensing options include On Premise, SaaS and a fully Hosted solution.

This session will provide an overview of UnForm v11 updates and enhancements including:
• New faster server.
• New menu system that streamlines daily use.
• Updated security that brings stronger encryption and more secure access.
• Improved library structures for greater flexibility and control.
• A rewritten command line client that is faster and has new capabilities.

We will also present a brief introduction to our AI driven Intelligent Document Processing module that dramatically simplifies document capture, data extraction and data entry automation capabilities.
Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI / UnForm

avatar for Allen Miglore

Allen Miglore

President, SDSI / UnForm

Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 1

9:15am CDT

(537) The End-to-End Operating AI for Distributors
Tuesday May 19, 2026 9:15am - 9:45am CDT
See how Canals automates workflows across Sales, Customer Service, Accounting, Purchasing, and Receiving to drive speed, accuracy, and consistency. You’ll get an in-depth look at our suite of AI tools used by over 100 distributors to win, keep and grow more customers.

Key takeaways:
  1. How AI reduces reliance on manual processes and institutional knowledge
  2. What a human-in-the-loop process looks like for key workflows like sales order entry
  3. Benefits on win rate, time savings, and customer service as you respond faster and free up team members to be more proactive
Speakers
DC

Dylon Chafin, Canals

Account Executive, Canals

Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 3

9:15am CDT

(547) What Is The Network Advantage? How SPS Powers Your Business Across The Supply Chain
Tuesday May 19, 2026 9:15am - 9:45am CDT
Ready to take your business to the next level? Join SPS Commerce for a live session on streamlining operations, improving visibility, and unlocking new revenue opportunities across the supply chain with our Network Advantage. With 300,000+ trading relationships, 750M+ transactions annually, and 400+ system automation partners, the SPS Network Advantage helps businesses stay compliant with evolving EDI requirements, industry standards, and trading partner expectations.


In this session, we’ll cover how to:
  • Automate EDI and PDF orders to reduce manual work and speed processing
  • Use network-driven exception and compliance management to stay ahead of partner requirements
  • Recover lost revenue from deductions, chargebacks, and missed opportunities
  • Gain better visibility and insights for faster, smarter supply chain decisions

We’ll also show how SPS MAX AI adds intelligence to these processes by identifying risks, monitoring activity, and helping teams resolve issues faster.

Join us to learn how to build a more efficient, scalable, and intelligent supply chain with SPS Commerce.
Speakers
avatar for Brian Finks

Brian Finks

Strategic Channel Sales Manager, Infor, SPS Commerce
I am excited to connect with all TUG attendees- I am able to help discuss options for Infor users who encounter EDI needs with their customers, retailers or suppliers/vendors. SPS is the leading provider of automated EDI solutions for both the order-to-cash and procure-to-pay sides... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 2

9:15am CDT

(549) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital
Tuesday May 19, 2026 9:15am - 9:45am CDT
Distributors today are balancing rising service expectations with increasing pressure on cash and margins. This session shows how leading organizations are transforming inventory from a reactive cost center into a strategic driver of growth. Attendees will learn how to adopt a more data-driven approach to planning, improve fill rates, and unlock working capital, along with a look at how AI is reshaping supply chain decision-making.

Key Takeaways
  • Turn inventory into a competitive advantage that drives growth, service, and profitability
  • Identify and eliminate the hidden costs of reactive buying behaviors
  • Understand how AI enables faster, more confident supply chain decisions
Speakers
MB

Matt Bordes

Chief Revenue Officer, Blue Ridge Global

Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 3

9:15am CDT

(551) Transforming Customer Engagement - Real-World Success with Infor CRM SLX and SX.e/CSD Integration
Tuesday May 19, 2026 9:15am - 9:45am CDT
Join us for an in-depth session exploring how Infor CRM SLX can transform the way your teams manage customer relationships and drive revenue growth. See how built-in AI capabilities can explode your team's efficiency, delivering intelligent account analysis, actionable suggestions, an AI-powered assistant for instant lookups, and a personalized news feed for every account — all without leaving the CRM. We'll show you how the real-time, bi-directional integration with SX.e/CSD ERP creates a true 360° view of every customer — seamlessly connecting your sales and operations through industry-leading open APIs. No more switching between systems or working with incomplete data.

What to expect from Infor CRM SLX and SX.e/CSD integration
  • See how the latest features like AI will benefit your organization
  • View how easily it connects with Outlook and works on mobile
  • See how our SX.e/CSD customers are benefiting from Infor CRM SLX now
  • View how CRM dashboards and reporting make finding data easy
Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
About SyncsiteOur approach
Our process is straightforward: we seek to understand the business first, build what is needed, ensure the solution can scale with growth and new technology, and support it over the long term.
Stability and longevity
With over 25 years in business, we offe... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 4

9:15am CDT

(503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services
Tuesday May 19, 2026 9:15am - 9:45am CDT
Managing payments across disconnected systems creates unnecessary complexity, manual data entry, and risk for distribution businesses. In this session, Kodaris will demo its turnkey payments platform — purpose-built to work inside Infor Distribution ERPs. Demo and discussion topics will include:
  •  AR Customer and Payment portals
  • Embedded CSD payment processing (Card Present and Not Present)
  • E-Commerce checkout (platform agnostic)
  • ACH & EFT payment options
  • Automated Reconciliation
  • Token Synchronization
  • Secure Payment Request Links
  • Store Credits & Gift Cards processing
  • AP Payments processing

You'll see firsthand how a robust financial platform drives efficiency by eliminating double-entry, automating reconciliation, and giving your team a single pane of glass for every payment flow. We'll also walk through real-world configuration options like customer-level payment personalization, Level 2/3 B2B fee optimization, and AI-powered fraud protection, so you can.

Three Takeaways:
  • One platform, every payment flow: Learn how Kodaris consolidates AR, AP, e-commerce, and in-person payments into a single pane of glass natively inside your Infor Distribution ERP, eliminating double-entry and disconnected systems.
  • Automation that reduces risk: Discover how automated reconciliation, token synchronization, and AI-powered fraud protection reduce manual errors and protect your business.
  • Real-world configuration for B2B needs: Understand how customer-level payment personalization and Level 2/3 B2B fee optimization can be configured to fit your business.
Speakers
avatar for Tony Zakula

Tony Zakula

CEO, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Broadway A-B

9:15am CDT

(505) From BOMs to browsers: building websites that work as hard as your ERP
Tuesday May 19, 2026 9:15am - 9:45am CDT
Your ERP already holds the data your customers need — real-time inventory, job status, complex part configurations, BOM structures, pricing, and more. What if your website could surface all of it in a sleek, intuitive experience that makes doing business with you effortless?

In this live demo session, we'll pull back the curtain on websites we've built for B2B organizations just like you — showing how ERP data can power everything from complex parts creation and configurators to job management portals and customer self-service tools. See what's actually possible, steal some ideas, and leave knowing exactly what "a great B2B website" looks like in the real world.
Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 1

9:15am CDT

(508) TWL Housekeeping Dashboards with ASW Global Consulting
Tuesday May 19, 2026 9:15am - 9:45am CDT
How do you know if your warehouse operation is running optimally? This session explores ASW's TWL Housekeeping Dashboard - a collection of essential, real-time TWL metrics to help supervisors and managers quickly assess strengths and weaknesses and prioritize workflow.
Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
avatar for Lauren Bruckler

Lauren Bruckler

Consultant, ASW Global Consulting


AP

Alex Parisi

Business Analyst, ASW Global Consulting

Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 5

9:15am CDT

(517) What's New in CD Marketplace
Tuesday May 19, 2026 9:15am - 9:45am CDT
Central Data has developed a catalog of enhancements for CloudSuite Distribution. Join Daryl and see what's new in CD Marketplace. Our extentions and SaaS offerings can streamline workflows, enhance functionality, and address last-mile gaps not covered out of the box including: CD Audit, CD Schedule, CD Ship, CD Search, Display Calculations, Updatable Grid, Display Acronyms and many more.
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 35 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e / CSD for 25 years.

He joined Central Data i... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 1-2

9:20am CDT

(607) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Tuesday May 19, 2026 9:20am - 9:35am CDT
FieldOffice has expanded beyond the iPad. With FieldOffice for iPhone, your team gets real-time, mobile access to Infor CloudSuite Distribution and SX.e — empowering them to quote, sell, and service customers anywhere, anytime, with no extra hardware and no extra bag.

This session will feature FieldOffice running on a phone, the device your sales reps already carry every day. We'll also discuss what's on the roadmap, including AI enablement, for later in the year.
Speakers
avatar for Lance Melnik, Expertek Systems

Lance Melnik, Expertek Systems

Director of Professional Services, Expertek Systems

Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 1, Solutions Center

9:20am CDT

(621) Spark Session: From ERP-Centric to Customer-Centric: Why Ecommerce Is Now a Core System
Tuesday May 19, 2026 9:20am - 9:35am CDT
Your ERP runs the business. Ecommerce grows it. For too long, ecommerce has been treated as a channel bolted onto the ERP, leaving marketing teams waiting on IT and customers navigating clunky interfaces that were never built with them in mind. In this session, we explore why ecommerce is no longer just a storefront, but the critical customer interaction layer that transforms ERP data into real revenue. Learn how modern commerce platforms work seamlessly on top of Infor, empowering your team to personalize, scale, and move fast without waiting on the next upgrade cycle.
Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center

9:40am CDT

(615) Spark Session: Power BI vs Birst - Analytics Architecture Explained
Tuesday May 19, 2026 9:40am - 9:55am CDT
Explore the analytics options available to Infor CloudSuite Distribution customers and understand the key differences between Birst, Power BI and modern analytics architectures.

This session will cover:
• how data can be accessed and extracted from the Infor MT Data Lake
• common architecture patterns for Infor analytics
• the tools and components typically involved
• the role of ETL, data warehouses and data lakes
• key differences between Birst and Power BI setups

Designed for both business and technical audiences, this session aims to simplify the modern Infor analytics landscape and help attendees better understand the analytics options available within the Infor ecosystem.
Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center

9:40am CDT

(620) Spark Session: Why Fixing Your Internal Warranty Process Will Never Be Enough
Tuesday May 19, 2026 9:40am - 9:55am CDT
This session explores why symmetry is your biggest Customer Experience opportunity and why AI is the only solution that can fix both sides at once.

In every other transaction, your operational pain is invisible to your customer. For example, they order how they want and you absorb the friction. Returns break that pattern: for the first time the pain is mutual, which makes automation not just an efficiency play but a direct competitive weapon. This session shows how AI is closing both gaps simultaneously.
Speakers
BF

Ben Firman, Continuum

Sales, Continuum

Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center

10:00am CDT

(611) Spark Session: Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Tuesday May 19, 2026 10:00am - 10:15am CDT
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach
Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center

10:00am CDT

(614) Spark Session: AI for CSD - The Formula for Success
Tuesday May 19, 2026 10:00am - 10:15am CDT
Whether you are AI curious or already an expert, the key to successfully leveraging AI to extend and enhance CSD is to keep it actionable, secure and results-driven. In this session we will review the best practices to do just that. We will also review AI extensibility options and existing plug-and-play modules. Spend 15 minutes and discover what's possible in AI for CSD.
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center

10:30am CDT

General Session in the Country Music Hall of Fame Theater
Tuesday May 19, 2026 10:30am - 12:00pm CDT
TUG Keynote Presentation with Josh Linkner.
Josh is a five-time tech entrepreneur, New York Times bestselling author, and jazz guitarist, bringing The Music of Business to life on the TUG CONNECTS 2026 stage. Blending lessons from the improvisational world of jazz with insights from his book Big Little Breakthroughs, Josh reveals how everyday creativity fuels extraordinary results. Get ready for an energizing keynote that hits all the right notes on collaboration, innovation, and performance under pressure.
Speakers
avatar for Josh Linkner

Josh Linkner

Josh Linkner – a New York Times bestselling author – is a rare blend of business, art, and science.On the business front, Josh Linkner’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s... Read More →
Tuesday May 19, 2026 10:30am - 12:00pm CDT
TBD

12:00pm CDT

Lunch in Legends Ballroom
Tuesday May 19, 2026 12:00pm - 1:15pm CDT
Join us for a healthy lunch in the Legends Ballroom (2nd floor)
Tuesday May 19, 2026 12:00pm - 1:15pm CDT
TBD

1:15pm CDT

(519) Gain Clearer Financial Insights from your Infor Data
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
This demo session highlights what's new in Phocas Financial Statements and Budgets & Forecasts — and shows how the latest features make financial reporting, planning, and collaboration faster and more flexible than ever.

Key Takeaways:

1. Real-time financial visibility, directly from your Infor data. See how Phocas Financial Statements eliminates the manual effort of linked spreadsheets and error-prone exports, giving finance teams accurate, up-to-date P&Ls and reports they can trust.

2. Budgeting and forecasting built for the way distributors actually plan. Phocas Budgets & Forecasts makes it easy to build, update, and collaborate on plans without the version control headaches. We'll demo the latest features that give finance leaders more flexibility and control over the planning process.

3. Already using Phocas for finance? Here's what's new. We'll walk through recent product updates and new capabilities in Financial Statements and Budgets & Forecasts — so you can leave knowing exactly how to get more out of what you already have.
Speakers
JT

Jordena Tibble

Product Manager, PHOCAS

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 5

1:15pm CDT

(521) Simplify Exemption Certificate Management and Reduce Audit Risk
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Managing exemption certificates manually can create gaps, errors, and audit exposure. In this demo, see how Avalara Exemption Certificate Management helps automate collection, validation, and storage of certificates. Learn how to centralize your process and improve compliance with less manual effort.
Speakers
avatar for Stephen Swagerty

Stephen Swagerty

Snr. Sales Executive, Avalara

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 4

1:15pm CDT

(525) Get Paid in Full: How Purpose-Built EDI Eliminates Chargebacks for Infor Distributors
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
How Infor CSD, CSDE & SX.e Users Are Protecting Margins with EDI
Every distributor knows the sting of an EDI chargeback - they are one of the most persistent margin challenges you may face. Pinpointing where data breaks down and closing that gap is what stops chargebacks, rejected shipments, and fulfillment delays at the source.

For years, UniLink has worked with Infor Distribution users, and we’ve seen the same failure patterns appear repeatedly across CSD and SX.e environments. In this session, we’ll talk through where these problems originate, why they are easy to miss, and what it takes to resolve them before they travel downstream and reach your trading partners.

We'll focus time on the ASN (EDI 856), the document responsible for more chargebacks and warehouse fulfillment issues than any other in distribution. We’ll show you how UniLink’s new solution cleans up complex or broken Advanced Ship Notices in CloudSuite and automatically turns them into accurate, carton-level shipment data.

This session is ideal for operations managers, warehouse and fulfillment leaders, IT directors, and finance professionals at companies running Infor CSD, CSDE or SX.e and who work with trading partners that require EDI compliance — especially those selling to or purchasing from big-box retailers, national distributors, or any partner with strict ASN requirements.
Speakers
avatar for Sarah Butler

Sarah Butler

Director of Professional Services, Unilink
Waiting for description from Sarah Butler
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 1

1:15pm CDT

(528) The Best Just Got Better — Introducing the New AI-Enabled WebAccess
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
For more than 26 years, MaxRecall has helped wholesale distributors bring order to document chaos—improving visibility, tightening processes, and reducing the hidden costs buried in manual workflows. That foundation hasn’t changed. What has changed is how far we can now take it.

We’ve redesigned WebAccess with a clear objective: make document-driven processes faster, more accurate, and easier to manage—without adding complexity to your operation. This is not a feature release. It’s a step forward in how documents are captured, understood, and put to work across your business.

You’ll hear plenty about AI in today’s market. We’ve taken a different approach. Instead of chasing hype, we’ve applied AI where it delivers measurable impact—reducing manual indexing, improving data accuracy, and keeping workflows moving without interruption. The result is a system that works the way your team already operates, only faster and with far less effort.

What Makes the New WebAccess Different
  • Streamlined Document Capture & Indexing: Reduce manual entry with intelligent data extraction that improves speed and consistency. 
  • Batch Processing with Full Visibility: Process high volumes of documents while maintaining real-time insight into status and exceptions.
  • Seamless ERP Integration: Move data from documents directly into your ERP, eliminating rekeying and reducing errors.
  • Simplified User Experience: A redesigned interface built for clarity and efficiency—so your team can get up to speed quickly and stay productive. 
  • Built to Scale with Your Operation: Handle growing document volumes without increasing headcount or operational strain. 
See It in Action

In this live demo session, you’ll get a firsthand look at how the new AI-enabled WebAccess platform performs in real-world scenarios. We’ll walk through the workflows, highlight where time is saved, and show how documents move cleanly through your organization—from capture to completion.

If you’re an existing MaxRecall customer, this is your opportunity to see how the platform has evolved—and how to unlock more value from your current investment. If you’re evaluating document management solutions, you’ll quickly understand what a proven, production-ready system should deliver.

The best just got better.

Join us for the demo and see how the new WebAccess can move your document processes—and your business—forward.
Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall Technologies

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 2

1:15pm CDT

(532) Beyond Your ERP: Transforming Accounts Receivable with AI
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Your ERP was built to manage your business — but it wasn't built to run your AR department. Join us to explore how AI is closing the gap: automating cash application, streamlining collections, and giving AR teams back the time they spend on manual work. We'll also take a look at Billtrust's current capabilities and what's coming on the roadmap — so you leave with a clear picture of what's possible today and where the technology is headed.
Speakers
MT

Matt Thomas

Senior Solutions Consultant, Billtrust

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 3

1:15pm CDT

(553) Easier PO Management in CSD with SourceDay
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Volatility has become a permanent challenge for distributors running CloudSuite Distribution. In this session, Clint McRee, Co-founder and Chief Strategy Officer at SourceDay, will show how SourceDay–Infor's only certified supplier portal for CSD–modernizes supplier collaboration to keep PO data accurate and up to date. Learn why manual PO processes and email-based communication fail, and how distributors use SourceDay to prevent inventory shortages, improve on-time delivery, reduce safety stock and protect margins in an unpredictable world.

Attendees will learn how Infor CloudSuite Distribution customers use SourceDay—the only Infor-certified supplier portal for CSD—to:

1) Detect inbound supply risks earlier, before they impact production
2) Improve supplier confirmations on price, quantity, and due dates
3) Increase on-time delivery and material availability despite ongoing disruption
4) Reduce chaos and inefficiency caused by inaccurate PO data

This session is designed for CSD users looking to strengthen inbound supply, protect operational performance, and build resilience without overburdening their teams.
Speakers
avatar for Clint McRee

Clint McRee

Co-founder & Chief Strategy Officer, SourceDay, Inc

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 6

1:15pm CDT

(506) From BOMs to browsers: building websites that work as hard as your ERP
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Your ERP already holds the data your customers need — real-time inventory, job status, complex part configurations, BOM structures, pricing, and more. What if your website could surface all of it in a sleek, intuitive experience that makes doing business with you effortless?

In this live demo session, we'll pull back the curtain on websites we've built for B2B organizations just like you — showing how ERP data can power everything from complex parts creation and configurators to job management portals and customer self-service tools. See what's actually possible, steal some ideas, and leave knowing exactly what "a great B2B website" looks like in the real world.
Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2

1:15pm CDT

(507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
See EBizCharge in action with a live demo showcasing how it integrates seamlessly within CSD. From processing payments to reconciling transactions, discover how EBizCharge eliminates manual work and keeps your team working entirely within CSD.

Key Takeaways:
  • See the integration firsthand — Watch how EBizCharge works natively inside CSD, from payment processing to automatic posting.
  • Explore a full suite of payment features — From Credit Card & ACH processing and Recurring Billing to Email Payment Links, a Customer Portal, Surcharging, EMV, and PCI-validated compliance. Everything your team needs is built in and ready to go.
  • Know what's possible for your team — Walk away with a clear picture of how EBizCharge can be implemented and what it looks like day-to-day for AR, finance, and operations.
Speakers
avatar for Matt Rogers

Matt Rogers

Vice President of Strategic Alliances, EBizCharge
I've been with EBizCharge for over 10 years and have heard from many Infor users the need for a payment solution that works directly inside CSD without relying on bridges or disconnected tools. I worked closely with the Infor team as we built out our Infor CSD payment solution, and... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2

1:15pm CDT

(509) Modernizing Payment Processing in Infor CloudSuite Distribution with Securely
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Payment processing is a critical part of the order-to-cash cycle, yet for many distributors it still operates outside the core ERP workflow. As transaction volumes grow and expectations around automation, security, and cost control increase, distributors are looking for ways to bring payment management directly into Infor CloudSuite Distribution (CSD).

In this 30-minute session, ASW Global Consulting will introduce Securely and explore how distributors can streamline and modernize payment processing within CSD.
Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Broadway A-B

1:15pm CDT

(510) Customer ROI: How Customer Stratification and ProSales Help You Maximize Your Customer Base
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Not all customers are created equal, and their value to your business should be reflected in their pricing. Factors like muscle memory, gut feeling, last price paid, emotional attachment, squeaky wheel syndrome, and likeability bias can often lead to pricing customers below their true worth. Join us for this crucial session as we delve into customer stratification, reveal its significance for your operations, and demonstrate how this industry-leading model is built into our ProSales tool to yield incredible insights.
Speakers
avatar for Tim Plotner

Tim Plotner

Director of Development, Earnest & Associates
Tim Plotner is Director of Development at Earnest & Associates.  Tim’s 40-year career has focused on serving the SMB wholesale distribution marketplace designing and delivering ERP and business analytics software.  Tim joined E&A in 2018 to develop advanced productivity and profitability... Read More →
avatar for Brian Lombardo

Brian Lombardo

Vice President, Earnest & Associates
Brian Lombardo is Vice President of Profitability and Productivity at Earnest & Associates. He’s spent over 30 years in distribution, working at the intersection of operations and technology to help companies improve profitability and productivity.

Brian spent 20 years with one of the largest bearing and power transmission distributors in North America, followed by six years at Infor, where he led strategy for their distribution solutions and several related edge products. Earlier in his career, he also worked directly with... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 1

1:15pm CDT

(512) Partner Demo - NSA
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2

1:15pm CDT

(515) Frictionless and Simplified E-commerce with Expertek’s FieldRep:  Text Message-based Agentic AI  
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Your customers aren't downloading apps, remembering passwords, or navigating portals from a muddy crawl space. They're texting. FieldRep by Expertek puts your entire Infor CSD system — inventory, pricing, ordering, account balances — in your customers' pocket via simple text message. In any language. 24/7. No training required. In this session, you'll see FieldRep live, text it yourself from your seat, and watch real ERP data come back to your phone in seconds. If your counter staff is buried in calls, your after-hours orders are going to competitors, and your portal adoption is stuck in single digits, this is the session you don't want to miss.
Speakers
avatar for Jeremiah Curtis

Jeremiah Curtis

Director of Operations, Expertek
Jeremiah Curtis is Director of Operations at Expertek Systems Inc., where he leads the professional services and support teams serving the Infor distribution community. With nearly 30 years in enterprise technology — including over two decades at Infor Global Solutions — Jeremiah... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 3

1:15pm CDT

(530) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Manual spreadsheets are still the backbone of commission, bonus, and rebate programs for many organizations—leading to errors, delays, disputes, and lost trust. In this session, attendees will learn how organizations using Infor CSD are replacing spreadsheet-driven incentive processes with automated, datadriven systems that handle complex commission, bonus, rebate, and royalty calculations with accuracy and control.

Using real customer examples, this session will walk through how modern incentive management works, from data synchronization through payment and claw backs, and demonstrate how companies can scale incentive programs without increasing risk or administrative burden.
Speakers
avatar for Marty Rhodes

Marty Rhodes

Product Manager, Single Source Systems

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 3

1:15pm CDT

(533) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach

Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 4

1:15pm CDT

(535) Bid Prep for CloudSuite Distribution
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Join us for a live demonstration of Bid Prep for CSD, which automates the creation, tracking and fulfillment of your bids. This is a robust, high value module that is a necessity for any Distributor that goes beyond short term quotes and is generating proposal-style bids. By automating the proposal process your company can generate more quotes in less time, and enable your sales team to engage in more opportunities overall. Come see Bid Prep in action and learn what it can do for your business.
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 4

1:15pm CDT

(538) Warranty: The HVAC and Plumbing Distribution Problem Everyone Has
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
See how leading Infor distributors stopped bleeding margin and started winning contractors with AI Warranty Processing.

Warranty is the most universally despised process in HVAC - manual, disconnected systems at every layer of the supply chain create a margin killer for distributors: claims falling through the cracks at the counter, missed vendor credits, 45-day reconciliation cycles, and customer churn from a broken experience that contractors never forget. This session breaks down exactly where the P&L bleeds and shows how leading distributors on Infor are automating their way from liability to competitive advantage.
Speakers
avatar for Ben Firman, Continuum

Ben Firman, Continuum

VP of Sales, Continuum

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 5

1:30pm CDT

(903) Open Roundtable with Keynote Presenter Josh Linkner (Executive Summit Only)
Tuesday May 19, 2026 1:30pm - 2:15pm CDT
This engaging session is a roundtable and follow-up to the general session presentation from our keynote speaker, Josh Linkner.
Josh s a dynamic entrepreneur, New York Times bestselling author, and one of today’s most compelling voices on innovation and creative leadership. As a five-time tech founder and venture capitalist, Josh brings real-world insight into how organizations can thrive amid disruption. His high-energy keynote blends inspiring storytelling with practical strategies that empower teams to think boldly, embrace uncertainty, and unlock everyday creativity. Engaging, relatable, and deeply actionable, Josh challenges conventional thinking and equips audiences to turn imagination into impact.
Speakers
avatar for Josh Linkner

Josh Linkner

Josh Linkner – a New York Times bestselling author – is a rare blend of business, art, and science.On the business front, Josh Linkner’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s... Read More →
Tuesday May 19, 2026 1:30pm - 2:15pm CDT
TBD

2:00pm CDT

(105) Current Distribution Trends, Challenges and Opportunities - And How CloudSuite will Help Prepare you for 2027
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Distributors are navigating margin pressure, customer experience demands, labor constraints, and accelerating digital expectations. This session connects today’s trends to what’s coming next—and how CloudSuite helps you build a harmonized strategy for 2027 readiness. We’ll cover where leading distributors are investing (automation, visibility, data-driven decisions, integration, and AI) and how to align technology with operational priorities. Leave with a practical lens for planning initiatives that improve resilience and competitiveness.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(127) What the Heck is Agentic AI and How do you Get it?
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Agentic AI promises more than answers—it promises action. In distributor terms: fewer handoffs, faster resolutions, and more work completed autonomously under human guidance. This session breaks down what agentic AI is, what it is not, and how to approach it safely so you create harmony between automation and control. Learn the building blocks (data, workflows, security, governance), the best starter use cases, and how to avoid costly missteps. You’ll leave with a realistic adoption path—not just buzzwords.
Speakers
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(138) Overview of Robotic Process Automation and Infor Document Processor Solution
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
This course provides an overview of our Robotic Process Automation (RPA) and the Infor Document Processor (IDP) solution, focusing on automating repetitive tasks and document-driven workflows. We'll explore how to design, configure, and deploy automation using Infor tools, with practical examples that connect concepts to real-world scenarios. We'll also touch on the new features that have come to the RPA and IDP platform for 2026.04.
Speakers
avatar for Somasundaram, Rohan

Somasundaram, Rohan

Senior Product Manager, Infor

I am technology and strategy professional based in New York City, currently in the role of Senior Product Manager on the Infor OS Platform team at Infor. I focus on owning the product strategy for Infor's IDM (Document Management) and IDP (Document Processor for OCR) capabilities... Read More →
avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(143) Excel, Reimagined: Using Copilot and AI to Work Faster and Smarter
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Excel is evolving from a spreadsheet tool into an AI-powered workspace. This session explores how tools like Microsoft Copilot are changing the way professionals analyze data, generate insights, and work more efficiently inside Excel, while also looking beyond Copilot to other AI-enabled tools and platforms.

Participants will see practical examples of how large language models can assist with analysis, reporting, and decision-making without requiring advanced technical skills. The session balances Copilot-specific capabilities with a broader view of what’s possible using modern AI tools, helping attendees understand how Excel fits into today’s AI-driven workflows.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(174) Train the Trainer
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
The presentation will explore the crucial role of Train the Trainer programs in organizational success. These programs are designed to empower employees by equipping trainers with the necessary skills and knowledge to effectively teach others. By enhancing the capabilities of in-house trainers, organizations can ensure consistent and high-quality training, leading to improved employee performance, increased productivity, and overall business growth. The presentation will highlight the key benefits, implementation strategies, and success stories of Train the Trainer programs
Speakers
avatar for Brian Munday

Brian Munday

Consultant, ASW Global Consulting
I am not just a consultant, I know warehousing .
I have spent my entire career in warehoiusing an distribution. I started on the assembly floor and working my way through every job in the warehouse.
With twenty years of experience in warehousing, distribution, purchasing, project management, and software implementations, I’ve developed the ability to see all sides of a problem and come up with creative, complete solutions.Continuous improvement isn’t just a slogan for me. If y... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(262) Infor Document Management for Users & Administrators
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents, for users. Backend Administration for IDM has many available settings and tools, including but not limited to: ACL’s, API’s Control Center, Utilities JAR, and Stream Serve Adapter.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(270.1) Best Practices Inventory Management with Grant W. Howard: Part 1 – Improving Product Availability and Customer Fill Rate (Part 2 occurs at 3:30pm Tuesday)
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and customer experience. Distributors must balance the objectives of top and bottom-line growth with the objectives of customer service and company longevity. Now more than ever distributors must understand the difference between buying and selling inventory versus managing inventory for growth, profit and customer experience.

Many distributors struggle with how to properly manage inventory, what the objectives are and how it all must come together to drive stellar customer experience and maximize bottom line. Many distributors forget that INVENTORY is the reason for their being. Grant will discuss the objectives, the tools and the key processes that allow a distributor to offer stellar customer service while realizing improved returns and increased turns on their inventory investment. Fill Rates, Turns, Freight, Transactional Cost, Surplus and Measurement will be discussed. Big picture – better profits, better service, better company!

Whether your company is getting ready to implement an inventory management process, it already has a solid inventory management process established, or is somewhere in between; you will want to understand and implement these powerful inventory management objectives and concepts. Don't miss this high impact, fast-moving opportunity to take your company's inventory management process to a new level. This session is nonsystem specific; no matter what system you are using, you will want to attend this session.

Grant Howard is a distribution industry expert and authority on “Best Practices” inventory management, operational excellence and smart technology utilization. He is well known for his ability to take real world problems and issues and turn them into opportunities; applying real world solutions that work and drive results. Grant is the conceptual designer of the Advanced Inventory Management (AIM) features and techniques in the SX.e, FACTS and A+ ERP systems.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(403) Real Results from Real Data: How Central Pro Supply Grows with Phocas
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Holly Horner from Central Pro Supply shares the measurable impact Phocas has had across her distribution business — from recovering missed rebate dollars and improving margin visibility, to elevating sales performance and identifying entirely new revenue categories. Along the way, she'll share how Phocas helped transform Central Pro Supply into a data-driven organization where every department speaks the same language.

When Central Pro implemented Phocas Rebates, they quickly discovered they had never reached their second rebate band with a key vendor — and used that visibility to renegotiate better terms. They also began shifting purchasing between manufacturers based on rebate positioning, turning what used to be a passive annual check into an active margin strategy.

On the sales side, reps now walk into customer meetings armed with buying history and insights from Phocas, acting as trusted advisors rather than order-takers. One rep independently used Phocas to identify his best late-season ice melt customers and built a proactive outreach plan entirely on his own.

The impact goes beyond day-to-day performance. By spotting an emerging pattern in their sales data, Central Pro made the strategic decision to hire a dedicated drainage team — opening up an entirely new revenue stream that simply wouldn't have been visible without Phocas.
Speakers
avatar for Alexa West

Alexa West

Account Executive, Phocas Software
Passionate about helping Infor customers save time on reporting and uncover better insights from their business data.

avatar for Holly Horner

Holly Horner

Director, Information Systems, Central Pro Supply
I'm Holly Horner, Director of Information Systems at Central Pro Supply — a family-owned wholesale distributor supplying the green industry across 63 branches and counting. Over my 17 years with the company, I've had a front-row seat to significant growth in both revenue and reach... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA

2:00pm CDT

(404) When the Digital Journey Feels Unclear: The Turtle Case Study in Finding Clarity, Priorities, and ROI
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Turtle partnered with Americaneagle.com to drive alignment and momentum across a connected set of ecommerce, ERP, CRM, and marketing initiatives. This session will show how Turtle's leadership team turned a defined set of priorities into a practical roadmap focused on measurable near-term progress, ROI visibility, and phased execution.

You will see how stakeholder workshops, site audits, backlog prioritization, and business-case framing created clarity, built internal alignment, and defined funded next steps. This session is designed for organizations managing multiple technology initiatives and building the business case for where to invest first.
Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA

2:00pm CDT

(100.1) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Wednesday)
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Ready to navigate the future of CSD? Join us for an engaging deep-dive into the latest roadmap that's set to transform how we connect, innovate, and grow. Whether you're a new customer or have been around a while, this session will give you clear insights, exciting milestones and a peek behind the curtain. Don't miss out - it's going to be an adventure!

In this session you will:

  1. Share in our success as we review the accomplishments over the last year
  2. Peak a few months into the future to see the excitement that awaits you in October's release
  3. Time travel into 2027 and beyond to see the exhilarating enhancements we have planned

Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(201) GL Accounts Setups, R&D Operator and Journal Originations
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
This session provides a comprehensive overview of General Ledger account configuration and automation within CSD. We will explore how to properly set up and maintain GL accounts, understand the role and functionality of the R&D (Revenue and Distribution) Operator in automating journal entries, and learn the system logic that determines which GL accounts are selected for various transactions. The session will trace the path from transaction initiation through journal origination, examining how different functions—including billing, payments, adjustments, and inventory movements—trigger specific GL account assignments. Attendees will gain clarity on the relationship between operational transactions and financial posting, learn to troubleshoot GL mapping issues, and understand best practices for ensuring accurate financial reporting. This session is crucial for finance team members, accounting managers, system administrators, and anyone responsible for maintaining the integrity of financial data within CSD.
Speakers
avatar for Steve Bloesing

Steve Bloesing

ERP Manager, Gypsum Management & Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →
TM

Tara Morrow

Senior Applications Systems Analyst, McNaughton-McKay Group

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(209) Managing Tariffs
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Needing to understand how manage tariffs has been increasingly important in the current environment. Learn what your options are in CSD
Speakers
avatar for Scott Smithson

Scott Smithson

SVP Consulting & Project Mgmt, Central Data
I’ve been using CSD/Trend/SX.e for more than 30 years, 20 of which as a consultant. I’ve been involved in several dozen implementations and have assisted many more companies with their systems, processes, and use of the software. I have a passion for change management and the... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(210) Basic Pricing Setup - How the Hierarchy Works and How to Set It Up
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
This session focuses on the hierarchy so that you have a full understanding of how pricing works. This provides you with the perfect stepping stone to building a pricing strategy.
Speakers
avatar for Della Coffelt

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(222) Understanding Promise Dates and Ship Dates
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Control the dates that drive order fulfillment: Requested Ship Date (when customers want it) and Promise Date (when you'll actually ship it). Learn how these dates flow across headers and lines to orchestrate your fulfillment workflow from entry to delivery.
Speakers
avatar for Brent Knull

Brent Knull

Business Consultant, Acumen Group
As a Business Consultant at Acumen Group, I help distribution organizations get real, lasting value from their Infor ERP investment. With 10+ years of hands-on experience in SX.enterprise and CloudSuite Distribution — and 15+ years working in the distribution industry — I bring... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(380) Hands-on Lab - CSD Extensions
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Extensibility is a technical way to make simple changes with no coding or more complex changes such as completely new functions or adding new data to an existing function. Complex extensions require expertise of JavaScript. This session will review basic Extensions and extension management. Attendees will have the opportunity to build their own extension in the lab!
Speakers
avatar for Jim Hatch

Jim Hatch

Senior Consultant, Tridex Systems
Jim Hatch is s 35 year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(148) User Experience Overview
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
An overview of User Experience technologies available across M3 CloudSuites, with practical use cases and examples demonstrating how and why to apply them effectively
Speakers
avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:45pm CDT

Afternoon Break in the Solutions Center
Tuesday May 19, 2026 2:45pm - 3:30pm CDT
Come to the exhibit hall for snacks, drinks and time to visit with a sponsor or two.
Tuesday May 19, 2026 2:45pm - 3:30pm CDT
TBD

2:45pm CDT

(904) The Leadership Advantage: Mindset, Skills, and Influence (Executive Summit Only)
Tuesday May 19, 2026 2:45pm - 4:15pm CDT
Many leaders in the distribution industry rise into management roles through technical expertise and operational excellence. Yet few are given the opportunity to develop the leadership mindset, people skills, and communication capabilities that drive sustained team performance.

This session explores how effective leadership is less about authority and more about influence. Executives will gain insight into the often-underestimated impact leaders have—both positive and negative—on engagement, productivity, and results.

In this session, Mark will explore:
- Leadership mindset and presence — building confidence, self-awareness, and the distinction between leadership and management
- Communication that drives performance — using language effectively, navigating difficult conversations, and influencing outcomes
- Developing and empowering people — coaching and mentoring, delegation, and enabling accountability and growth
- Leading through change and complexity — aligning vision, values, and behaviors while guiding teams through uncertainty
- Modern leadership challenges — managing remote teams and maintaining engagement, alignment, and performance

Throughout the session, Mark will share real-world examples drawn from practical leadership experience, illustrating how these principles can be applied immediately to drive stronger performance and leadership impact.
Speakers
avatar for Mark Rhodes

Mark Rhodes

Speaker and Author
Mark Rhodes is a mainstream published author, international speaker, entrepreneur and business mentor. He has been there and done it himself in business and now helps others do the same.

He has also been featured in many mainstream publications and magazines. Both of Mark’s main... Read More →
Tuesday May 19, 2026 2:45pm - 4:15pm CDT
TBD

3:00pm CDT

(605) Spark Session: Where Are You Losing Revenue in Your ERP? (Live Preview)
Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Most manufacturers and distributors rely heavily on their ERP systems but only use a fraction of their capabilities to drive revenue. In this session, we’ll walk through a quick framework to identify where businesses are losing efficiency, missing opportunities, and limiting growth within their current ERP and buying experience. This is a live preview of the ERP Revenue Audit we’re offering at the show, designed to uncover actionable insights in minutes.
Speakers
avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center

3:00pm CDT

(608) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Tuesday May 19, 2026 3:00pm - 3:15pm CDT
FieldOffice has expanded beyond the iPad. With FieldOffice for iPhone, your team gets real-time, mobile access to Infor CloudSuite Distribution and SX.e — empowering them to quote, sell, and service customers anywhere, anytime, with no extra hardware and no extra bag.

This session will feature FieldOffice running on a phone, the device your sales reps already carry every day. We'll also discuss what's on the roadmap, including AI enablement, for later in the year.
Speakers
avatar for Lance Melnik, Expertek Systems

Lance Melnik, Expertek Systems

Director of Professional Services, Expertek Systems

Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 2, Solutions Center

3:30pm CDT

(135) Infor Process Intelligence: A High-level Overview of the Catalogue, Modeler, and Mining capabilities.
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
This session provides a high-level overview of Infor Process Intelligence, highlighting its three core capabilities: the Catalogue, Modeler, and Mining. Attendees will learn how the Catalogue offers industry-specific business processes to streamline implementations, how the Modeler enables customization and extension of the industry process catalog to meet unique business needs, and how Mining delivers deep insights into process execution by identifying deviations, root causes, bottlenecks, and cycle time inefficiencies.
Speakers
avatar for Siddharth Chalasani

Siddharth Chalasani

Manager, Product Management, Infor
Siddharth Chalasani is a Manager of Product Management at Infor, leading the Infor Process Intelligence portfolio with a focus on process mining and intelligent automation. With a career that began in consulting, Siddharth implemented Infor ERP solutions across multiple industries... Read More →
avatar for Suresh Jayaraman

Suresh Jayaraman

SVP of Product Management, Infor
Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(160) People, Process, THEN Technology- Effective Change Management
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Successful transformation doesn’t start with technology—it begins with people and processes. This session highlights the essential role of change management in driving lasting improvements and achieving operational success.

Key Takeaways:
The Role of People: Understanding how leadership, team dynamics, and user adoption are the foundation of effective change. Learn how to engage and empower your workforce to embrace transformation.
The Process to Follow: Discover proven frameworks and strategies to guide your organization through structured and sustainable change. From planning to execution, the right process ensures a smooth transition.
The Role of Technology: Explore why technology should come last, serving as the enabler—not the driver—of change. Learn how to align technology choices with your people and process for maximum impact.
This session emphasizes the synergy of people, process, and technology, providing actionable insights to help organizations prioritize what matters most for lasting success.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(244) Data Governance & the Golden Record in the Multiverse
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
This will be an interactive session. Attendees will be expected to bring their Dirty Data scenarios and be prepared to conquer them once and for all or at least figure out a strategy to start the cleaning process. We will Discuss tips and tricks and the importance of clean data and having the golden record. Every aspect of your Business deals with Data and we will uncover all the touch points along with the importance of the Golden Record.
Speakers
HC

Heather Clark

ERP Technical & Business Solutions Change Manager, York Factory Direct, a Bosch Company

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(260) From Paper to Process: Automate Document Workflows Using Infor OS Velocity
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Paper, PDFs, and email attachments create friction across order entry, purchasing, receiving, and AP. This session shows how Infor OS Velocity orchestrates documents and decisions in harmony, turning slow handoffs into streamlined, trackable workflows. See how distributors can reduce cycle time, eliminate rekeying, improve audit readiness, and increase throughput—without adding headcount. Walk away with practical patterns for automating common document workflows and a roadmap to move from “paper chasing” to process excellence.
Speakers
avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(270.2) Best Practices Inventory Management with Grant W. Howard: Part 2 – Decreasing Inventory, Freight, and Transactional Costs (Part 1 occurs at 2pm Tuesday)
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and customer experience. Distributors must balance the objectives of top and bottom-line growth with the objectives of customer service and company longevity. Now more than ever distributors must understand the difference between buying and selling inventory versus managing inventory for growth, profit and customer experience.

Many distributors struggle with how to properly manage inventory, what the objectives are and how it all must come together to drive stellar customer experience and maximize bottom line. Many distributors forget that INVENTORY is the reason for their being. Grant will discuss the objectives, the tools and the key processes that allow a distributor to offer stellar customer service while realizing improved returns and increased turns on their inventory investment. Fill Rates, Turns, Freight, Transactional Cost, Surplus and Measurement will be discussed. Big picture – better profits, better service, better company!

Whether your company is getting ready to implement an inventory management process, it already has a solid inventory management process established, or is somewhere in between; you will want to understand and implement these powerful inventory management objectives and concepts. Don't miss this high impact, fast-moving opportunity to take your company's inventory management process to a new level. This session is nonsystem specific; no matter what system you are using, you will want to attend this session.

Grant Howard is a distribution industry expert and authority on “Best Practices” inventory management, operational excellence and smart technology utilization. He is well known for his ability to take real world problems and issues and turn them into opportunities; applying real world solutions that work and drive results. Grant is the conceptual designer of the Advanced Inventory Management (AIM) features and techniques in the SX.e, FACTS and A+ ERP systems.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(352) Infor OS API Gateway
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
ION API can be used for internal or external resources and is a vital piece for many integrations. Join this session to find out why, as we cover the Standard API’s available for the common Infor Applications and Components. We will also review Third-Party API’s, OAuth Security, and how to test against the API’s for development purposes.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(401) How Companies on CSD Are Getting More From What They Already Own | A Back to Birst Session
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
All Infor CSD customers have Birst. Not all of them are using it to its potential. Since Dragon Pack launched in 2023, Agile Dragon Group has worked with distributors across the country to turn their standard Birst license into a genuine platform for operational and financial change — without new software, without data leaving their Infor environment, and without the implementation risk that comes with bolting on a third-party tool.


In this session, ADG will walk through how customers across distribution verticals have used Dragon Pack to solve problems they had been working around for years, including:
  • Audit Visibility — surfacing what changed, who changed it, and when, without manual research or a separate tool
  • Financial Reporting — GL history, reconciliation, and bank-ready outputs that finally match what the accounting team needs
  • Cross-System Integrated Reporting — combining data across CSD and ISM into a single reporting layer without leaving the Infor environment
  • External Data Integration — bringing outside sources like DQT directly into Birst to enrich what CSD already knows
  •  Go-Live Readiness — moving from gut-feel to data on whether CSD users are ready before the truck rolls
  • Custom Capabilities and Analytical Maturity — extending Dragon Pack to reflect each organization's unique workflows and evolving reporting needs
  • Live Access — how Birst's Live Access feature is being used in production today to deliver real-time inventory visibility inside CSD
What makes this session unique is who will be in the room. The full ADG development team — the people who actually built the solutions currently running in production — will be present and available for questions. Current Dragon Pack customers are invited to attend, see what others in the community have been achieving, and share their own experience firsthand. If you are already a subscriber, this is your chance to see the full picture of what the platform has become. If you are evaluating, there is no better room to be in.


Try Dragon Pack at TUG — Special Member Offer

• Free 2-month trial in live production — exclusively for TUG members

• Free while you are in-flight — no cost during your active CSD implementation

• Monthly subscription, always month-to-month — no long-term commitment, cancel any time

Stop by the ADG booth to sign up or speak with a member of the team in the room.
Speakers
avatar for “Birst Bill “Payne

“Birst Bill “Payne

Founder - CEO, Agile Dragon Group
Reporting & Analytics, Birst Products & Consulting, Infor Product Partner
avatar for Ching Cooper

Ching Cooper

Financials and M3 Product Owner, Agile Dragon Group
In my 20+ years of professional experience, I'm always looking to bridge business and technology. Business users have trusted me to understand their processes, problems, and expectations for using information and implementing technology to meet their expectations. I've led over 100... Read More →
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(112) Getting the most from CSD: Commonly Under-used Features
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Many powerful features often go unnoticed, leaving untapped potential on the table. In this session, we’ll uncover the most underused functionalities within CloudSuite Distribution
Speakers
avatar for Diane Dunbar

Diane Dunbar

Director, Solution Consulting, Infor
I started working with software companies service wholesale distribution in 1992. ​I spent the first few years of career working in sales and the next few years in implementation. In 2002 I moved into a pre-sales/Solution Consulting role and joined Infor in 2012. In 2022 I was promoted... Read More →
avatar for Brandon Stacken

Brandon Stacken

Principal Solution Consultant, Infor
I am a Principal Solution Consultant within the wholesale distribution division of Infor primarily responsible for providing solution and industry expertise as a trusted advisor to our customers as well as a voice for our Infor Distribution products with 12+ years of experience using... Read More →
avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(123) Extending CSD with AI : The Latest AI Technologies and How to Apply Them
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
AI is already reshaping how distributors operate, serve customers, and scale expertise. This session explores how today’s AI tools can extend and enhance CSD without losing the human element.

What you’ll learn:
• Key AI technologies impacting distribution right now
• How AI can augment CSD to improve speed, accuracy, and consistency
• Practical ways to apply AI across your team
• Where do we start?!
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

AO

Andy Oberschmidt

Lead Software Engineer, Acumen Group

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(130) AI: Uncovering Your Businesses Patterns
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
For the third year, we overview the latest AI technologies that are developing and their applications to distribution.

For the first year, we will explore a functional set of P.E.A.R.L.S - Practical Examples of Agents in Real Life Systems, which demonstrate workflows where human and agent work together to get more done across several ERP domains.
Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(141) Leveraging all Levels of Reporting within the CSD GL Module
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Presenting all the way you can slice and dice the information, straight from the GL mapping options, allowing you to leverage the fully imbeded reporting fonctionalities. We will take a look at different ways to separate (or group) divisions, locations, regions, departements, cost centers, etc.
Speakers
avatar for Valerie Vivier

Valerie Vivier

Business Consultant, NSA
With over 25 years of experience in the finance and accounting field, Valerie has an in-depth understanding of reporting requirements, corporate processes, and executive motivations. Throughout her career, she has participated in multiple M&A integrations and has firsthand experience... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(214) Managing Pricing records using PDEM
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
This presentation provides a comprehensive guide to managing pricing records through the PDEM (Pricing Data Entry and Maintenance) module within Infor Customer Service Desk (CSD). It covers the essential processes and best practices for creating, updating, and maintaining accurate pricing information to ensure proper billing and revenue management. Attendees will learn how to navigate the PDEM interface, understand pricing hierarchies and structures, handle price adjustments and effective dating, and troubleshoot common pricing-related issues. Whether you're new to Infor CSD or looking to optimize your pricing management workflows, this session will equip you with the knowledge to efficiently manage pricing records and maintain data integrity across your customer service operations.
Speakers
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC
I've been in the Industrial Distribution industry for 35 years. I enjoy solving problems and love change.  I find new technology fascinating.  Talking about distribution is a passion.
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(226) Infor CPQ (Configure Price Quote) - Picture What's Possible
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Visualization has revolutionized how sales teams and customers build quotes and experience products long before an order is placed. From stunning photorealistic images and immersive 3D models to augmented reality and automated 2D/3D CAD, modern visualization tools are transforming the way manufacturers sell.

The payoff? Fewer costly mistakes, faster decisions, and profit margins that skyrocket. Discover how Infor’s CPQ Visualization can elevate your entire sales game!
Speakers
avatar for Travis Theel

Travis Theel

Senior Solutions Consultant, Infor
Infor CPQ.  Increase sales.  Reduce costs.  Differentiate brand.
avatar for Konrad Gren

Konrad Gren

CPQ Solution Specialist, Infor


Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(153) CSDe Velocity Suite examples
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Discover how Value+ Solutions transform Customer Service & Distribution by combining innovative tools and data-driven insights to boost efficiency and drive growth. This session will show you what Value+ Solutions really are and how they optimize workflows while unlocking new business opportunities. Don’t miss the chance to learn how these solutions can elevate your CSDE operations from good to game-changing.
Speakers
AB

Andreas Barkarö

Product Manager, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(372) Hands-on Lab: M3 Workspaces & Contextual Widgets – Enhancing Role-Based Views
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
In this hands-on Academy session, you will explore how Workspaces and M3 Widgets organize information and actions around specific roles. We will review standard Workspaces, understand how contextual widgets function, and demonstrate how to enhance a standard Workspace by adding and configuring additional widgets. By the end of the session, you will understand how Workspaces are structured and how to make practical enhancements that improve visibility and usability for your users.

Ideal for business and IT professionals, including process owners and key users, who want to better understand and improve role-based views in M3.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

4:15pm CDT

(905) Private Networking Break (Executive Summit Only)
Tuesday May 19, 2026 4:15pm - 5:00pm CDT
Enjoy this time as an open-roundtable discussion, exclusively for executive summit distribution executives to share insights, challenges, and strategies.
Tuesday May 19, 2026 4:15pm - 5:00pm CDT
TBD

4:30pm CDT

(121) How GenAI is Redefining the Enterprise Landscape
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Learn how GenAI has democratized AI landscape. This session will overview what GenAI can and cannot do for enterprise and will give you a clear view of embedded GenAI capabilities and discover the roadmap ahead.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(250) PDM, PIM, MDM- 3rd Party Tools for Managing Data.
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
PDM, PIM, MDM — the acronyms are everywhere, but what do they actually mean for your business, and how do you choose the right tool? This session demystifies the landscape of third-party data management solutions, breaking down the key differences between Product Data Management, Product Information Management, and Master Data Management. Whether you're evaluating vendors or simply trying to make sense of your current tech stack, leave with a clearer picture of which tools fit your data strategy and where they overlap.
Speakers
avatar for George Temple

George Temple

Relationship Manager, Kodaris


avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(320) Infor Platform Technology Overview
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Join for a high-level look at the core technologies that power the Infor platform and how they work together. Participants will explore the foundational platform services and extensibility options that support modern Infor solutions.

This session is ideal for technical and business audiences looking to better understand the platform’s capabilities and how to leverage them effectively.
Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Jill Papendick

Jill Papendick

Manager - Infor OS Global Enablement, Infor
I’ve spent the past 13 years at Infor working with Infor OS applications, especially Infor Data Fabric. I’ve recently moved into a Development role where I focus on building enablement content for customers, partners, and fellow Inforians. I’m always happy to chat about Infor... Read More →
avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(324) A Day in the Life of IT and Introducing CloudSuite Into Your Environment
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Finding more time in your day to manage an additional layer of technology with Infor OS will be challenging but the opportunity to integrate that technology into the business can and will provide great value for your company.
Speakers
avatar for Matt Petty

Matt Petty

President, Tridex Systems
At Tridex Systems we focus on Enterprise Cloud Services that complement and supplement our customers business and IT organizations.  As an Infor Alliance Partner and with a nationwide workforce experienced in application, development, technical and management consulting, our people... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(391) Women in Distribution: From Networking to Real Opportunities
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Join us for an engaging and energizing Women in Distribution (WID) Session, where meaningful connections go beyond introductions to become real career connections. In this interactive session, prominent female leaders in the distribution industry will share candid insights on how to truly leverage your network for growth, understanding, and advancement.

Together, we’ll explore how to build authentic relationships, follow up with intention after events like TUG Connects, and transform everyday conversations into lasting professional opportunities. Our panel will also address the top challenges women face in distribution today—from visibility and advancement to navigating leadership spaces—and offer practical strategies you can apply immediately.

Whether you're looking to expand your network, elevate your career, or simply connect with other driven women in the industry, this session is designed to leave you inspired, equipped, and ready to take action.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
avatar for Della Coffelt

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(170.1) Mergers & Acquisitions - Part 1 (Part 2 occurs at 4:30pm Wednesday)
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Acquiring a new company isn't just a lot of paperwork and contracts. What are the considerations for CSD? Steps and considerations on how to merge companies and/or add a new acquisition to CSD.
Speakers
avatar for Carol Shinya

Carol Shinya

Director of Global Accounts, NSA
BIG Supporter of TUG, believe it's a great group, well organized: run by the users for the users!  I've been a long time user or implementer of all things SX.enterprise & CSD.
avatar for Kathy Lundquist

Kathy Lundquist

VP of Professional Services, NSA
TUG is by far the best distribution ERP user group with strong participation from seasoned users and industry professionals.  With over 25 years of SX.e and CSD CloudSuite Distribution consulting experience, my primary focus is helping companies leverage system knowledge for Mergers... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(208) Closing the Loop on AP: Managing ACH, Credit Cards, and Vendor Payments
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Managing vendor payments can feel messy, especially when juggling credit cards, ACH, checks, and rebates. This session will walk through best practices for setting up and managing electronic payments in AP, including credit card handling, ACH workflows, and how to simplify reconciliation. Learn how to streamline the process, tighten controls, and take the stress out of vendor payments
Speakers
avatar for Brian Kelly

Brian Kelly

Consultant, Acumen Group

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(218) Infor Pricing Intelligence: Learn What it is and How it can Benefit Your Company
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Infor Pricing Intelligence helps companies make smarter, more consistent pricing decisions using data-driven recommendations and market insights. In this session, you’ll learn what the solution is, how it works, and how it helps organizations protect margin, respond to market changes, and support sales with greater confidence.
Speakers
avatar for Sandeep Anand

Sandeep Anand

Vice President, AI, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(267) Connect the Docs: Custom IDM Document Types
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Learn how to use CSD event triggers and actions to move from reactive monitoring to proactive system management. This session shows real-world examples of detecting critical system activity and automatically notifying the right people before issues escalate. Walk away with practical tips to reduce manual checks, cut noise, and gain real-time visibility into what matters most.
Speakers
avatar for Andrew Miller

Andrew Miller

Managing Consultant, Aktion Associates
Lead developer of CSD and SX.e for the supply chain division of Aktion Associates. Core competencies include Infor ION and BOD development, CSD extensions for frontend functionality and backend Progress development and upcoming v12 PostgreSQL changes for CSD.
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(314) WLIT & Daily TWL Housekeeping
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Small daily disciplines prevent big operational problems. This session covers WLIT and daily TWL housekeeping practices that keep your warehouse data, queues, labels, and processes in harmony. Learn what to monitor, what to clean up, and how to establish routines that reduce downtime, prevent inventory discrepancies, and improve system performance. Ideal for teams who want fewer surprises, faster issue resolution, and more consistent warehouse execution.
Speakers
avatar for Sara Arnould

Sara Arnould

Principle Consultant, Distribution, Infor
Sara joined Infor Distribution Business Consultant team in 1999. Coupled with her strong operational management background and life experiences in distribution, manufacturing and engineering, Sara is able to help end users understand and document their business process flow and meet... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(315) Proof of Delivery – POD Overview on CSD and Your Mobile Device
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Discover Infor's Proof of Delivery application included in your CSD subscription, and its core functionality—including route creation, driver mobile access, and distributor order visibility. Existing users will gain insights into recent enhancements and upcoming roadmap initiatives.
Speakers
avatar for Chani Wagh

Chani Wagh

Senior Solution Consultant, Infor
Chani Wagh is a Senior Solution Consultant at Infor, specializing in CloudSuite Distribution.  She has a degree in Operations Management from Baruch College and has been at Infor for seven years.

In her spare time, she enjoys playing with her daughter, tending to her orchid collection, reading Sci-Fi/Fantasy novels, and attending Broadway Shows... Read More →
avatar for Brandon Stacken

Brandon Stacken

Principal Solution Consultant, Infor
I am a Principal Solution Consultant within the wholesale distribution division of Infor primarily responsible for providing solution and industry expertise as a trusted advisor to our customers as well as a voice for our Infor Distribution products with 12+ years of experience using... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(371) Hands-on Lab - CSD WebUI Basics: The New Look and Feel, and Basic Navigation
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
CloudSuite Distribution has been updated monthly, while SX.e has not been updated since August 2021. In this session we will take a look at the new Look and feel along with basic navigation across the environment.
Speakers
avatar for Mark Jelencic

Mark Jelencic

Consutlant, Tridex Systems
Mark has served many roles in supply chain for around 20 years, primarily focusing on inventory management and controls, purchasing, and financial analysis.  15 of those years was spent building and tailoring custom ERP’s, meeting, or exceeding client expectations, while increasing... Read More →
avatar for Andrea Watson

Andrea Watson

Project Manager, Tridex Systems
Andrea has 20+ years working with SXe / Infor WebUI & CSD as well as 5+ years working with all Infor OS products including Infor Service Management. She has experience working at various Infor customer distribution and Infor partner companies. Today, Andrea works at Tridex Systems... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

4:30pm CDT

(101) Roadmap for CSDE & Other M3 Cloudsuites
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
Discover the future of CSDE and M3 CloudSuites through a strategic roadmap session, highlighting long-term direction, emerging capabilities, and opportunities to co‑innovate early.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD

5:00pm CDT

Happy Hour in the Solutions Center
Tuesday May 19, 2026 5:00pm - 6:30pm CDT
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.
Tuesday May 19, 2026 5:00pm - 6:30pm CDT
TBD
 


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