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Harmony at TUG CONNECTS 2026
Harmony at TUG CONNECTS 2026
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Harmony!
TUG CONNECTS 2026,
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www.tugconnects.com
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Tuesday
, May 19
6:45am
CDT
Presenter's Safety and Security Briefing
TBD
Lauren Brown
7:00am
CDT
Breakfast in Legends Ballroom
TBD
Registration Desk Open
TBD
8:00am
CDT
(230) Self-Service Portals: What Customers Really Want to Do Online
TBD
Tony Zakula • Michael Mazzoni
(240) Infor OS: Data Strategy
TBD
Tiffany Canada • Alyssa Hall
(382) Hands-on Lab - Infor OS Applications and Introduction
TBD
Brandon Watson
(405) Voice- Enabled Productivity for Infor WMS /TWL- a 3PL Success Story with Lydia Voice, Infor, & EPG
TBD
Alex Parisi • Andrew Weith
(408) The Customer Stratification Effect: E&A Client Success Stories
TBD
Tim Plotner • Brian Lombardo
(108.1) Exciting New Functionality in CSD (Also occurs at 11:15am Thursday)
TBD
Sally Main • Julie Baltes
(129) Discover the Latest AI Enabled Software Development Tools for CSD
TBA
Andrew Mostello
(145) The Power of Inquiry: Navigating CSD with Ease
TBD
Nicole Tack
(156) Utilizing Role Based Security
TBD
Scott Whitson
(172) Best Practices to Streamline your Day-to-Day Operations
TBD
Steve McEnany
(224) Order Entry Optimization
TBD
Lauren Bruckler
(278) The most important function in CSD - Receiving!!!
TBD
Steve Bloesing
(325) CSD Has a New Architecture, Now What?
TBD
Chris Weaver
(338) Extensibility Training 101
TBD
Andy Oberschmidt
(102) Introduction to M3-based Cloudsuites; What do you Get Not Being Available in CSD
TBD
Ole Rasmussen • Mike Fletcher
(901) Executive Summit Breakfast and Welcome
TBD
Kent Justice
8:45am
CDT
Open time in Solutions Center
TBD
9:00am
CDT
(609) Spark Session: AI in tax compliance: From Hype to Real Impact
Theater 1, Solutions Center
Michael Dominguez, Avalara
(623) Spark Session: Grow Your Business, Not your Bad Debt
Theater 2, Solutions Center
Eli Chait, Wholesail
(902) AI Is a Leadership Issue, Not an IT Problem (Executive Summit Only)
TBD
Jim Spellos
9:15am
CDT
(513) AI + ERP in Action: Turning Data Into Decisions
Music Row 2
Slava Kravchuk
(523) Partner Demo - Cloudleap
Music Row 3
(524) EDI Enablement: Special Session for UniLink Customers & EDI Users
Music Row 4
Sarah Butler
(526) UnForm v11: Enhancements and New Functionality
Mockingbird 1
Paul Boushell • Allen Miglore
(537) The End-to-End Operating AI for Distributors
Cumberland 3
Dylon Chafin, Canals
(547) What Is The Network Advantage? How SPS Powers Your Business Across The Supply Chain
Mockingbird 2
Brian Finks
(549) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital
Mockingbird 3
Matt Bordes
(551) Transforming Customer Engagement - Real-World Success with Infor CRM SLX and SX.e/CSD Integration
Mockingbird 4
Bryan Marks
(503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services
Broadway A-B
Tony Zakula • Michael Mazzoni
(505) From BOMs to browsers: building websites that work as hard as your ERP
Music Row 1
Jon Emerson
(508) TWL Housekeeping Dashboards with ASW Global Consulting
Music Row 5
Andrew Weith • Lauren Bruckler • Alex Parisi
(517) What's New in CD Marketplace
Cumberland 1-2
Daryl Ziegelman
9:20am
CDT
(607) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Theater 1, Solutions Center
Lance Melnik, Expertek Systems
(621) Spark Session: From ERP-Centric to Customer-Centric: Why Ecommerce Is Now a Core System
Theater 2, Solutions Center
Michael Benedict, ROC Commerce
9:40am
CDT
(615) Spark Session: Power BI vs Birst - Analytics Architecture Explained
Theater 1, Solutions Center
Mark Henson, OrangeQuery
(620) Spark Session: Why Fixing Your Internal Warranty Process Will Never Be Enough
Theater 2, Solutions Center
Ben Firman, Continuum
10:00am
CDT
(611) Spark Session: Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Theater 1, Solutions Center
Allyson Larson, Bluemeteor
(614) Spark Session: AI for CSD - The Formula for Success
Theater 2, Solutions Center
Kareena Dong, Acumen Group
10:30am
CDT
General Session in the Country Music Hall of Fame Theater
TBD
Josh Linkner
12:00pm
CDT
Lunch in Legends Ballroom
TBD
1:15pm
CDT
(519) Gain Clearer Financial Insights from your Infor Data
Music Row 5
Jordena Tibble
(521) Simplify Exemption Certificate Management and Reduce Audit Risk
Music Row 4
Stephen Swagerty
(525) Get Paid in Full: How Purpose-Built EDI Eliminates Chargebacks for Infor Distributors
Mockingbird 1
Sarah Butler
(528) The Best Just Got Better — Introducing the New AI-Enabled WebAccess
Mockingbird 2
Raymond Brooks
(532) Beyond Your ERP: Transforming Accounts Receivable with AI
Mockingbird 3
Matt Thomas
(553) Easier PO Management in CSD with SourceDay
Cumberland 6
Clint McRee
(506) From BOMs to browsers: building websites that work as hard as your ERP
Music Row 2
Jon Emerson
(507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD
Cumberland 1-2
Matt Rogers
(509) Modernizing Payment Processing in Infor CloudSuite Distribution with Securely
Broadway A-B
Andrew Weith
(510) Customer ROI: How Customer Stratification and ProSales Help You Maximize Your Customer Base
Music Row 1
Tim Plotner • Brian Lombardo
(512) Partner Demo - NSA
Music Row 2
(515) Frictionless and Simplified E-commerce with Expertek’s FieldRep: Text Message-based Agentic AI
Music Row 3
Jeremiah Curtis
(530) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Cumberland 3
Marty Rhodes
(533) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Cumberland 4
Allyson Larson, Bluemeteor
(535) Bid Prep for CloudSuite Distribution
Mockingbird 4
Kareena Dong, Acumen Group
(538) Warranty: The HVAC and Plumbing Distribution Problem Everyone Has
Cumberland 5
Ben Firman, Continuum
1:30pm
CDT
(903) Open Roundtable with Keynote Presenter Josh Linkner (Executive Summit Only)
TBD
Josh Linkner
2:00pm
CDT
(105) Current Distribution Trends, Challenges and Opportunities - And How CloudSuite will Help Prepare you for 2027
TBD
Mike Fletcher • Steve Levy
(127) What the Heck is Agentic AI and How do you Get it?
TBD
Sarada Vempati • Max Fisher
(138) Overview of Robotic Process Automation and Infor Document Processor Solution
TBD
Somasundaram, Rohan • Tanya Gonzalez
(143) Excel, Reimagined: Using Copilot and AI to Work Faster and Smarter
TBD
Jim Spellos
(174) Train the Trainer
TBD
Brian Munday
(262) Infor Document Management for Users & Administrators
TBD
Brandon Watson
(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)
TBD
Grant Howard
(403) Real Results from Real Data: How Central Pro Supply Grows with Phocas
TBA
Alexa West • Holly Horner
(404) When the Digital Journey Feels Unclear: The Turtle Case Study in Finding Clarity, Priorities, and ROI
TBA
Jon Emerson
(100.1) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Wednesday)
TBD
Chris Weaver • Brandy Alderman • Julie Baltes
(201) GL Accounts Setups, R&D Operator and Journal Originations
TBD
Steve Bloesing • Tara Morrow
(209) Managing Tariffs
TBD
Scott Smithson
(210) Basic Pricing Setup - How the Hierarchy Works and How to Set It Up
TBD
Della Coffelt
(222) Understanding Promise Dates and Ship Dates
TBD
Brent Knull
(380) Hands-on Lab - CSD Extensions
TBD
Jim Hatch
(148) User Experience Overview
TBD
Peter Johansson • Gustaf Persson
2:45pm
CDT
Afternoon Break in the Solutions Center
TBD
(904) The Leadership Advantage: Mindset, Skills, and Influence (Executive Summit Only)
TBD
Mark Rhodes
3:00pm
CDT
(605) Spark Session: Where Are You Losing Revenue in Your ERP? (Live Preview)
Theater 1, Solutions Center
Peter Polak, Atwix
(608) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Theater 2, Solutions Center
Lance Melnik, Expertek Systems
3:30pm
CDT
(135) Infor Process Intelligence: A High-level Overview of the Catalogue, Modeler, and Mining capabilities.
TBD
Siddharth Chalasani • Suresh Jayaraman
(160) People, Process, THEN Technology- Effective Change Management
TBD
Sara Weith
(244) Data Governance & the Golden Record in the Multiverse
TBD
Heather Clark
(260) From Paper to Process: Automate Document Workflows Using Infor OS Velocity
TBD
Alyssa Hall
(270.2) Best Practices Inventory Management with Grant W. Howard: Part 2 – Decreasing Inventory, Freight, and Transactional Costs (Part 1 occurs at 2pm Tuesday)
TBD
Grant Howard
(352) Infor OS API Gateway
TBD
Brandon Watson
(401) How Companies on CSD Are Getting More From What They Already Own | A Back to Birst Session
TBD
“Birst Bill “Payne • Ching Cooper • Craig Vigor • Victoria Christiansen • David Murphy, Agile Dragon
(112) Getting the most from CSD: Commonly Under-used Features
TBD
Diane Dunbar • Brandon Stacken • Brandy Alderman • Julie Baltes
(123) Extending CSD with AI : The Latest AI Technologies and How to Apply Them
TBD
Kareena Dong, Acumen Group • Andy Oberschmidt
(130) AI: Uncovering Your Businesses Patterns
TBD
Scott Whitson
(141) Leveraging all Levels of Reporting within the CSD GL Module
TBD
Valerie Vivier
(214) Managing Pricing records using PDEM
TBD
Kevin Young
(226) Infor CPQ (Configure Price Quote) - Picture What's Possible
TBD
Travis Theel • Konrad Gren
(153) CSDe Velocity Suite examples
TBD
Andreas Barkarö • Gustaf Persson
(372) Hands-on Lab: M3 Workspaces & Contextual Widgets – Enhancing Role-Based Views
TBD
Mike Fletcher • Peter Johansson
4:15pm
CDT
(905) Private Networking Break (Executive Summit Only)
TBD
4:30pm
CDT
(121) How GenAI is Redefining the Enterprise Landscape
TBD
Tiffany Canada • Tanya Gonzalez
(250) PDM, PIM, MDM- 3rd Party Tools for Managing Data.
TBD
George Temple • Michael Mazzoni
(320) Infor Platform Technology Overview
TBD
Carsten Steinhoefel • Jill Papendick • Sheryll Limmex
(324) A Day in the Life of IT and Introducing CloudSuite Into Your Environment
TBD
Matt Petty
(391) Women in Distribution: From Networking to Real Opportunities
TBD
Sara Weith • Della Coffelt
(170.1) Mergers & Acquisitions - Part 1 (Part 2 occurs at 4:30pm Wednesday)
TBD
Carol Shinya • Kathy Lundquist
(208) Closing the Loop on AP: Managing ACH, Credit Cards, and Vendor Payments
TBD
Brian Kelly
(218) Infor Pricing Intelligence: Learn What it is and How it can Benefit Your Company
TBD
Sandeep Anand
(267) Connect the Docs: Custom IDM Document Types
TBD
Andrew Miller
(314) WLIT & Daily TWL Housekeeping
TBD
Sara Arnould
(315) Proof of Delivery – POD Overview on CSD and Your Mobile Device
TBD
Chani Wagh • Brandon Stacken
(371) Hands-on Lab - CSD WebUI Basics: The New Look and Feel, and Basic Navigation
TBD
Mark Jelencic • Andrea Watson
(101) Roadmap for CSDE & Other M3 Cloudsuites
TBD
Ole Rasmussen • Mike Fletcher
5:00pm
CDT
Happy Hour in the Solutions Center
TBD
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