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

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

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

9:15am 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

9:40am 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

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

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

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

3:30pm 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

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
 


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