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Harmony at TUG CONNECTS 2026

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6:45am CDT

Presenter's Safety and Security Briefing Music Row 5Lauren Brown

7:00am CDT

Breakfast in Legends Ballroom Legends Ballroom Registration Desk Open Broadway Pre-function area

8:00am CDT

(230) Self-Service Portals: What Customers Really Want to Do Online Mockingbird 1Tony Zakula • Michael Mazzoni (240) Infor OS: Data Strategy Cumberland 5Tiffany Canada • Alyssa Hall (382) Hands-on Lab - Infor OS Applications and Introduction Music Row 4Brandon Watson (405) Voice- Enabled Productivity for Infor WMS /TWL- a 3PL Success Story with Lydia Voice, Infor, & EPG Music Row 2Andrew Weith • Alex Parisi (408) The Customer Stratification Effect: E&A Client Success Stories Music Row 3Tim Plotner • Brian Lombardo (108.1) Exciting New Functionality in CSD (Also occurs at 11:15am Thursday) Music Row 5Sally Main • Julie Baltes (129) Discover the Latest AI Enabled Software Development Tools for CSD Mockingbird 4Andrew Mostello (145) The Power of Inquiry: Navigating CSD with Ease Mockingbird 3Nicole Tack (156) Utilizing Role Based Security Cumberland 4Scott Whitson (172) Best Practices to Streamline your Day-to-Day Operations Broadway A-BSteve McEnany (224) Order Entry Optimization Cumberland 3Lauren Bruckler (278) The most important function in CSD - Receiving!!! Music Row 1Steve Bloesing (325) CSD Has a New Architecture, Now What? Cumberland 1-2Chris Weaver (338) Extensibility Training 101 Mockingbird 2Andy Oberschmidt (102) Introduction to M3-based Cloudsuites; What do you Get Not Being Available in CSD Old HickoryOle Rasmussen • Mike Fletcher (901) Executive Summit Breakfast and Welcome Music Row 6Kent Justice

8:45am CDT

Open time in Solutions Center Broadway Ballroom

9:00am CDT

(609) Spark Session: AI in tax compliance: From Hype to Real Impact Theater 1, Solutions CenterAvalara • Michael Dominguez (623) Spark Session: Grow Your Business, Not your Bad Debt Theater 2, Solutions CenterWholesail • Eli Chait (902) AI Is a Leadership Issue, Not an IT Problem (Executive Summit Only) Music Row 6Jim Spellos

9:15am CDT

(513) AI + ERP in Action: Turning Data Into Decisions Music Row 2Slava Kravchuk (523) From Warehouse to Shipment: Automating Operations with Infor WMS Music Row 3Pritesh Shah, Cloudleap • Wadih Assouad, SNS (524) EDI Enablement: Special Session for UniLink Customers & EDI Users Music Row 4Sarah Butler (526) UnForm v11: Enhancements and New Functionality Mockingbird 1Paul Boushell • Allen Miglore (537) The End-to-End Operating AI for Distributors Cumberland 3Aung Latt, Canals • Canals (547) What Is The Network Advantage? How SPS Powers Your Business Across The Supply Chain Mockingbird 2Brian Finks (549) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital Mockingbird 3Matt Bordes (551) Transforming Customer Engagement - Real-World Success with Infor CRM SLX and SX.e/CSD Integration Mockingbird 4Bryan Marks (503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services Broadway A-BTony Zakula • Michael Mazzoni (505) From BOMs to browsers: building websites that work as hard as your ERP Music Row 1Jon Emerson (508) TWL Housekeeping Dashboards with ASW Global Consulting Music Row 5Andrew Weith • Lauren Bruckler • Alex Parisi (517) What's New in CD Marketplace Cumberland 1-2Daryl Ziegelman

9:20am CDT

(607) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket Theater 1, Solutions CenterLance Melnik • Expertek Systems (621) Spark Session: From ERP-Centric to Customer-Centric: Why Ecommerce Is Now a Core System Theater 2, Solutions CenterROC Commerce • Michael Benedict

9:40am CDT

(615) Spark Session: Power BI vs Birst - Analytics Architecture Explained Theater 1, Solutions CenterOrangeQuery • Mark Henson (620) Spark Session: Why Fixing Your Internal Warranty Process Will Never Be Enough Theater 2, Solutions CenterContinuum • Ben Firman

10:00am CDT

(611) Spark Session: Unlocking Infor: How to Fix Product Data Without Replacing Your ERP Theater 2, Solutions CenterBluemeteor • Allyson Larson (614) Spark Session: AI for CSD - The Formula for Success Theater 1, Solutions CenterAcumen Group • Kareena Dong

10:30am CDT

General Session in the Country Music Hall of Fame Theater Country Music Hall of Fame TheaterJosh Linkner

12:00pm CDT

Lunch in Legends Ballroom Legends Ballroom

1:15pm CDT

(519) Gain Clearer Financial Insights from your Infor Data Music Row 5Jordena Tibble (521) Simplify Exemption Certificate Management and Reduce Audit Risk Music Row 4Stephen Swagerty (525) Get Paid in Full: How Purpose-Built EDI Eliminates Chargebacks for Infor Distributors Mockingbird 1Sarah Butler (528) The Best Just Got Better — Introducing the New AI-Enabled WebAccess Mockingbird 2Eric Whitener • Raymond Brooks (532) Beyond Your ERP: Transforming Accounts Receivable with AI Mockingbird 3Matt Thomas (553) Easier PO Management in CSD with SourceDay Cumberland 6Clint McRee (506) From BOMs to browsers: building websites that work as hard as your ERP Old HickoryJon Emerson (507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD Cumberland 1-2Matt Rogers (509) Modernizing Payment Processing in Infor CloudSuite Distribution with Securely Broadway A-BAndrew Weith (510) Customer ROI: How Customer Stratification and ProSales Help You Maximize Your Customer Base Music Row 1Tim Plotner • Brian Lombardo (512) Harmony in Motion: AI for Modern Distribution Music Row 2Mary Bennett • Krishna Patwari (515) Frictionless and Simplified E-commerce with Expertek’s FieldRep: Text Message-based Agentic AI Music Row 3Jeremiah Curtis (530) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management! Cumberland 3Marty Rhodes (533) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP Cumberland 4Bluemeteor • Allyson Larson (535) Bid Prep for CloudSuite Distribution Mockingbird 4Acumen Group • Kareena Dong (538) Warranty: The HVAC and Plumbing Distribution Problem Everyone Has Cumberland 5Continuum • Ben Firman

1:30pm CDT

(903) Open Roundtable with Keynote Presenter Josh Linkner (Executive Summit Only) Music Row 6Josh Linkner

2:00pm CDT

(105) Current Distribution Trends, Challenges and Opportunities - And How CloudSuite will Help Prepare you for 2027 Music Row 5Mike Fletcher • Steve Levy (127) What the Heck is Agentic AI and How do you Get it? Cumberland 1-2Max Fisher • Sarada Vempati (138) Overview of Robotic Process Automation and Infor Document Processor Solution Mockingbird 2Marcio DeBarros • Somasundaram, Rohan (143) Excel, Reimagined: Using Copilot and AI to Work Faster and Smarter Cumberland 4Jim Spellos (174) Train the Trainer Cumberland 5Brian Munday (262) Infor Document Management for Users & Administrators Music Row 1Brandon 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) Cumberland 3Grant Howard (403) Real Results from Real Data: How Central Pro Supply Grows with Phocas Music Row 3Alexa West • Holly Horner (404) When the Digital Journey Feels Unclear: The Turtle Case Study in Finding Clarity, Priorities, and ROI Music Row 2Jon Emerson (100.1) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Wednesday) Broadway A-BChris Weaver • Brandy Alderman • Julie Baltes (201) GL Accounts Setups, R&D Operator and Journal Originations Mockingbird 1Steve Bloesing • Tara Morrow (209) Managing Tariffs Old HickoryScott Smithson (210) Basic Pricing Setup - How the Hierarchy Works and How to Set It Up Mockingbird 3Della Coffelt (222) Understanding Promise Dates and Ship Dates Mockingbird 4Brent Knull (380) Hands-on Lab - CSD Extensions Music Row 4Jim Hatch (148) User Experience Overview Cumberland 6Peter Johansson • Gustaf Persson

2:45pm CDT

Afternoon Break in the Solutions Center Broadway Ballroom (904) The Leadership Advantage: Mindset, Skills, and Influence (Executive Summit Only) Music Row 6Mark Rhodes

3:00pm CDT

(605) Spark Session: Where Are You Losing Revenue in Your ERP? (Live Preview) Theater 1, Solutions CenterAtwix • Peter Polak (608) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket Theater 2, Solutions CenterLance Melnik • Expertek Systems

3:30pm CDT

(135) Infor Process Intelligence: A High-level Overview of the Catalogue, Modeler, and Mining capabilities. Mockingbird 3Suresh Jayaraman • Siddharth Chalasani (160) People, Process, THEN Technology- Effective Change Management Music Row 1Sara Weith (244) Data Governance & the Golden Record in the Multiverse Cumberland 6Heather Clark (260) From Paper to Process: Automate Document Workflows Using Infor OS Velocity Cumberland 1-2Alyssa 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) Cumberland 3Grant Howard (352) Infor OS API Gateway Mockingbird 1Brandon Watson (401) How Companies on CSD Are Getting More From What They Already Own | A Back to Birst Session Music Row 2“Birst Bill “Payne • Ching Cooper • Craig Vigor • Victoria Christiansen • David Murphy, Agile Dragon (112) Getting the most from CSD: Commonly Under-used Features Broadway A-BDiane Dunbar • Brandon Stacken • Brandy Alderman • Julie Baltes (123) Extending CSD with AI : The Latest AI Technologies and How to Apply Them Music Row 5Kareena Dong, Acumen Group • Andy Oberschmidt (130) AI: Uncovering Your Businesses Patterns Mockingbird 4Scott Whitson (141) Leveraging all Levels of Reporting within the CSD GL Module Mockingbird 2Valerie Vivier (214) Managing Pricing records using PDEM Cumberland 4Kevin Young (226) Infor CPQ (Configure Price Quote) - Picture What's Possible Music Row 3Travis Theel • Konrad Gren (153) CSDe Velocity Suite examples Cumberland 5Andreas Barkarö • Gustaf Persson (372) Hands-on Lab: M3 Workspaces & Contextual Widgets – Enhancing Role-Based Views Music Row 4Mike Fletcher • Peter Johansson

4:15pm CDT

(905) Private Networking Break (Executive Summit Only) Music Row 6

4:30pm CDT

(121) How GenAI is Redefining the Enterprise Landscape Cumberland 4Marcio DeBarros • Tiffany Canada (250) PDM, PIM, MDM- 3rd Party Tools for Managing Data. Mockingbird 2George Temple • Michael Mazzoni (320) Infor Platform Technology Overview Mockingbird 1Carsten Steinhoefel • Jill Papendick • Sheryll Limmex (324) A Day in the Life of IT and Introducing CloudSuite Into Your Environment Old HickoryMatt Petty (391) Women in Distribution: From Networking to Real Opportunities Music Row 1Sara Weith • Della Coffelt (170.1) Mergers & Acquisitions - Part 1 (Part 2 occurs at 4:30pm Wednesday) Music Row 3Carol Shinya • Kathy Lundquist (208) Closing the Loop on AP: Managing ACH, Credit Cards, and Vendor Payments Music Row 5Brian Kelly (218) Infor Pricing Intelligence: Learn What it is and How it can Benefit Your Company Broadway A-BSandeep Anand (267) Connect the Docs: Custom IDM Document Types Cumberland 1-2Andrew Miller (314) WLIT & Daily TWL Housekeeping Music Row 2Sara Arnould (315) Proof of Delivery – POD Overview on CSD and Your Mobile Device Cumberland 6Chani Wagh • Brandon Stacken (371) Hands-on Lab - CSD WebUI Basics: The New Look and Feel, and Basic Navigation Music Row 4Mark Jelencic • Andrea Watson (101) Roadmap for CSDE & Other M3 Cloudsuites Mockingbird 3Ole Rasmussen • Mike Fletcher

5:00pm CDT

Happy Hour in the Solutions Center Broadway Ballroom