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Wednesday, May 20
 

7:00am CDT

Breakfast in Legends Ballroom
Wednesday May 20, 2026 7:00am - 8:00am CDT
Join us for a healthy breakfast in the Legends Ballroom (2nd floor)
Wednesday May 20, 2026 7:00am - 8:00am CDT
TBD

7:00am CDT

Registration Desk Open
Wednesday May 20, 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.
Wednesday May 20, 2026 7:00am - 6:00pm CDT
TBD

8:00am CDT

(124) Fundamentals of Generative AI
Wednesday May 20, 2026 8:00am - 8:45am CDT
Generative AI isn’t just transforming how we work, it’s reshaping how decisions are made, tasks are completed, and roles evolve. From practical prompting techniques that improve productivity to emerging AI agents that can research, plan, and support real work, the technology is advancing rapidly. Amid the hype and concern, one reality is clear: AI doesn’t replace people. It changes what effective work looks like.

In this fast-paced, practical session, participants will explore the AI capabilities that matter most right now. You’ll see how prompting and agent-based systems are influencing modern workflows, learn about the latest tools for you to use, and how to stay relevant through your use of AI.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(132) Exploring Enterprise Automation with Infor
Wednesday May 20, 2026 8:00am - 8:45am CDT
Learn how Infor accelerates enterprise automation with innovative capabilities designed to deliver faster business value. This session highlights current features such as Review Center, concurrent runtimes that significantly reduce automation time for key processes like invoice processing and vendor management, enhanced custom execution log messages, and developer experience upgrades in RPA Studio.

You’ll also get a preview of upcoming innovations like Serverless RPA, RPA extensions, and global automation packages designed to significantly reduce time to value and accelerate automation at scale.
Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, 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 →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(166) Management by Objective, Operational Excellence and Smart Measurement with Grant W. Howard
Wednesday May 20, 2026 8:00am - 8:45am CDT
Many distributors operate without a clear framework for measuring performance or tracking progress toward their goals. Without proper metrics, companies drift—uncertain of their current position, destination, or whether they've arrived. In today's competitive environment, distributors must leverage metrics, measurements, and objectives to drive performance and achieve tangible results. When implemented correctly, these tools create systematic improvements in accuracy, consistency, and efficiency, ultimately strengthening profitability, enabling smart growth, and enhancing the customer experience.

Join distribution expert Grant Howard of the Grant W. Howard Company for a transformative session on using metrics, measurements, and objectives to generate real results. Grant will identify the critical metrics your company should monitor, demonstrate how to set achievable objectives, and outline proven strategies for reaching them. The discussion will cover business intelligence, analytics, dashboards, KPIs, scorecards, performance indicators, management by exception, and other essential tools. You'll explore practical approaches for improving your bottom line, elevating customer experience, and unlocking growth potential.

This session is platform-agnostic and valuable to all distributors, regardless of which Infor systems you use. Don't miss this high-impact opportunity to learn what it takes to move the needle and drive meaningful results in your organization.

Grant Howard is a recognized authority in the distribution industry, specializing in inventory management, operational excellence, systems optimization, and driving profits, customer satisfaction, and growth. With extensive hands-on distribution experience and service on multiple boards of directors and advisory boards, Grant brings a comprehensive perspective—from the warehouse floor to the executive suite. His results-driven approach delivers outcomes rather than leaving success to chance.
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 →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(231) eCommerce Project Management: Prioritizing When Everything Is Urgent
Wednesday May 20, 2026 8:00am - 8:45am CDT
When every stakeholder has a top priority, how do you decide what actually gets done first?

Join this dynamic panel discussion as practitioners from both the distributor and partner/vendor sides of eCommerce share strategies for managing competing demands, aligning teams, and delivering results, even when the roadmap feels like it's on fire.

Moderated by Slava Kravchuk (Founder & CEO, Atwix), this session brings together three perspectives on the same critical challenges:

  • Peter Polak, Delivery Director, Atwix (Partner/Vendor Perspective)
  • Molly Williams, PMP, Digital Sales & IT Manager, Centro, Inc. (Distributor Perspective)
  • Jeremy Ott, Sr. Digital Integration Architect, Vallen (Distributor Perspective)
 
Topics will include:

  • Prioritization frameworks and tools for eCommerce projects
  • Stakeholder alignment, trade-offs, communications and managing expectations across teams
  • Technical debt management and when to address it
  • Real-world lessons
  • Audience Q&A

Whether you're deep in an eCommerce build or planning your next phase, this panel offers candid, experience-backed insights you can put to work immediately.



Speakers
avatar for Molly Williams

Molly Williams

Digital Sales and IT Manager, Centro


avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

avatar for Jeremy Ott

Jeremy Ott

Sr. Digital Integration Architect, Vallen


Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(350) Infor RPA & Microsoft Power Automate
Wednesday May 20, 2026 8:00am - 8:45am CDT
Learn how Infor RPA and Microsoft Power Automate can reduce manual work and standardize repeatable processes through automation. This session highlights how each platform approaches workflow design, where cloud versus desktop automation fits, and practical patterns for connecting systems and handling exceptions—so you can confidently evaluate use cases and start building.
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. 
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(406) Turtle Accelerates Quoting and Grows Their Top and Bottom Lines
Wednesday May 20, 2026 8:00am - 8:45am CDT
Using Canals, Turtle nearly tripled their win rate, boosted sales productivity, and decreased customer response times. Learn about their journey from manually keying every order into Infor SX.e to clearing multiple orders in minutes and see a demo of the technology that’s helping them stand out from the competition.

Key takeaways:
  1. How Turtle automated quoting and order entry even without a PIM
  2. The process from proof-of-concept to implementation and rollout
  3. What the day-to-day looks like for a sales rep in Canals
Speakers
avatar for Aung Latt

Aung Latt

Sales, Canals
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(146) Your Screen, Your Style: Personalizing CSD
Wednesday May 20, 2026 8:00am - 8:45am CDT
CSD gives you the flexibility to make your workspace truly your own! In this session, we’ll explore how to personalize your CSD experience so you can work smarter, faster, and in a way that fits your unique style.

You’ll learn how to:
* Customize layouts, grids, and columns for your workflow
* Create favorites and shortcuts to access what you use most
* Adjust your display settings for a cleaner, more efficient view
* Save personalized settings that make your day-to-day tasks easier

Whether you prefer simplicity or detail, this session will help you make CSD feel like it was built just for you.
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 →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(152) Value+ Solutions for CSD: What it Is and What it Does
Wednesday May 20, 2026 8:00am - 8:45am CDT
Value+ is about accelerating outcomes, not adding complexity. This session explains what Value+ solutions for CSD are, how they fit into your environment, and where they can deliver rapid distributor value—productivity, accuracy, visibility, and customer experience. We’ll connect each capability to practical distribution scenarios and show how Value+ can help harmonize processes across departments while reducing time-to-benefit. Expect clear guidance on what to adopt first and how to build momentum.
Speakers
avatar for Brian Nigri

Brian Nigri

Infor, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... 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 →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(216) Advanced Pricing Setup and Strategies
Wednesday May 20, 2026 8:00am - 8:45am CDT
This session builds upon what you already know about the pricing hierarchy to help you understand the many other tools available to help you implement and manage your 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 →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(246) Cleaner Data, Better Decisions: Maintaining Product, Vendor and Customer Records
Wednesday May 20, 2026 8:00am - 8:45am CDT
"Garbage in, garbage out" plagues both your master records and your daily transactions. This session tackles the dual challenge of system integrity and process accuracy.
Speakers
avatar for Dawn Marie  Balukonis

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(275) Ordering Controls 101: Essential Keys for Managing Your Inventory
Wednesday May 20, 2026 8:00am - 8:45am CDT
Breaking down the building blocks to better understand how to set up and manage the keys to effectively manage your inventory assets.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  
I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences.  I'll be providing real world knowledge/experi... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(281) TWL Inventory Counts
Wednesday May 20, 2026 8:00am - 8:45am CDT
Get a clear, practical walkthrough of how to prepare for and execute physical inventory and cycle counts in TWL with confidence. This session covers best practices for setup, execution, and reconciliation to minimize disruption and improve inventory accuracy. Walk away with tips you can apply immediately to keep operations running smoothly and data reliable.
Speakers
avatar for Jerrold Griffus

Jerrold Griffus

Principal ERP/WMS Application Consultant, Aktion Associates
I work with a team of Application Consultants implementing ERP CSD/SXE & the TWL WMS Application.
I have been working with CSDSxe & TWL for ~24 years now, (8.5 years as customer managing a Contact Lens Distribution Warehouse prior to coming to work for Aktion)
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(302) ISM: Service Workflow Automation
Wednesday May 20, 2026 8:00am - 8:45am CDT
Discover the key insights provided by the new Service Manager Workspace and how you can use them to accelerate your servicing needs.
Key Takeaways: 1) Explain how to use the various elements of the Workspace 2) Understand how each element can accelerate your equipment service 3) Identify how the workspace can assist with workflow automation.
Speakers
avatar for Scott Westrum

Scott Westrum

Infor
I am a Sr. Business Analyst and Quality Manager for Infor Service Management, and have been working with the application for 25 years.  I'm focused on designing business solutions by emphasizing quality metrics in the entire development life cycle.  When I'm not working, I enjoy... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(332) New models in M3 (Item restriction, API security, Supplier Rebates, Smart traceability)
Wednesday May 20, 2026 8:00am - 8:45am CDT
This session presents new M3 business models and functions that improve control, security, and efficiency through item restrictions, API security, supplier rebates, and smart traceability.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Mikael Forsman

Mikael Forsman

VP Solution Consulting, Infor
Mikael have been in the ERP space for distributers and more for +25 years, supporting clients in North America as well around the world.

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(374.1) Hands-on Lab: M3 Experience Designer Basics - Part 1 (Part 2 occurs at 8am Thursday)
Wednesday May 20, 2026 8:00am - 8:45am CDT
In this hands-on Academy session, you will learn the fundamentals of M3 Experience Designer by enhancing the standard Customer Support Center application. Step by step, you will add real-time delivery and credit indicators, configure data services, and create interactive filters. By the end of the session, you will understand how to extend standard M3 applications to surface the operational insights that matter most to your business.

Ideal for business and IT professionals, including process owners and key users, who are new to Experience Designer.
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.

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(910) Executive Summit Breakfast
Wednesday May 20, 2026 8:00am - 9:00am CDT
Join your fellow Summit attendees for a private breakfast.
Wednesday May 20, 2026 8:00am - 9:00am CDT
TBD

8:45am CDT

Open time in Solutions Center
Wednesday May 20, 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.
Wednesday May 20, 2026 8:45am - 10:30am CDT
TBD

9:00am CDT

(911) Leading Forward: Using Today's Tools to Build a Better Tomorrow. (Executive Summit Only)
Wednesday May 20, 2026 9:00am - 10:30am CDT
In an era of constant change, the strongest leaders aren’t waiting for the perfect moment or the next big tool—they're leveraging what they already have: their people, their presence, and their ability to connect.

This live session is designed for executives who want to lead with intention and resilience. We’ll explore how to harness the often-overlooked tools already at your fingertips—emotional intelligence, conflict resolution, and the ability to truly understand your people—to create stronger teams and more sustainable success.

Key Takeaways from this session:
- How to activate emotional intelligence to navigate uncertainty and inspire trust and engagement
- Practical strategies for resolving conflict with empathy and accountability
- The critical shift from control to connection in leading high-performing teams
- Why understanding the human side of work is the key to building and sustaining the future of work

Leadership isn’t about waiting for the right conditions—it’s about using what you have today to shape a better tomorrow. Join us and start leading forward.
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 →
Wednesday May 20, 2026 9:00am - 10:30am CDT
TBD

10:30am CDT

General Session in the Country Music Hall of Fame Theater
Wednesday May 20, 2026 10:30am - 12:00pm CDT
TUG Keynote Presentation with Infor CEO Kevin Samuelson.
Kevin and his executive team return to TUG CONNECTS for their fourth appearance with our community. Under his leadership, Infor continues to drive innovation and deliver powerful, industry-specific cloud solutions for distributors. Join the Infor executive team as they share Infor’s vision for the future and what it means for the businesses that move the world.
Wednesday May 20, 2026 10:30am - 12:00pm CDT
TBD

12:00pm CDT

Lunch in Legends Ballroom
Wednesday May 20, 2026 12:00pm - 1:15pm CDT
Join us for a healthy lunch in the Legends Ballroom (2nd floor)
Wednesday May 20, 2026 12:00pm - 1:15pm CDT
TBD

1:45pm CDT

(912) Infor Executives Roundtable (Executive Summit Only)
Wednesday May 20, 2026 1:45pm - 2:45pm CDT
Join Infor CEO Kevin Samuelson and other key Infor executives for an open discussion of current challenges and opportunities. You’ll hear about Infor’s latest initiatives to improve your customer experience and provide tools to help streamline your company operations and improve your competitive advantage, and have an opportunity to provide feedback to the people at Infor that can make a difference.
Wednesday May 20, 2026 1:45pm - 2:45pm CDT
TBD

2:00pm CDT

(125) The Practical AI Stack: Agents, Skills, and Modern Workflows
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
As AI moves beyond simple prompts and chatbots, organizations are beginning to assemble practical stacks of tools that allow AI to take on real work. This session explores a modern, 2026-era view of the AI stack—one example of how agents, reusable skills, prompting strategies, and workflows can work together to support everyday business processes.

Participants will see how effective prompting plays a key role in shaping reliable AI agents and skills, and how lightweight workflows can help AI operate beyond simple conversations. Coding knowledge is not a prerequisite, though light code examples may be used for illustration. The focus remains on practical understanding, application, and informed decision-making.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(134) Infor OS: Artificial Intelligence - AI, GenAI, Agentic AI
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Distributors are being asked to move faster, serve better, and do more with the same teams. In this session, learn how Infor OS brings AI, GenAI, and the next wave - agentic AI - into harmony with your data, workflows, and user experience. We’ll translate the hype into practical distribution outcomes: faster decisions, fewer manual touches, improved service levels, and scalable productivity. You’ll leave with a clear mental model of what each “AI” category does, where it fits in your landscape, and how to prioritize use cases that drive measurable value.
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 →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(263) Infor Document Management: Latest Processing and Analytical Capabilities
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Documents are the lifeblood of distribution—PODs, invoices, packing slips, certs, and compliance paperwork. This session highlights what’s new in Infor Document Management and our new capabilities as part of Velocity Suite that bring harmony to how documents are stored, indexed, secured, and retrieved.
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 →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(304) WMS Product Overview and Roadmap
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Get a firsthand look at where Infor WMS is headed. In this session, the Infor product team will walk through the current state of the WMS platform and share what's coming next — including upcoming features, enhancements, and long-term product direction. Whether you're a current WMS user or evaluating your options, this is your opportunity to hear directly from the people building the product and ask the questions that matter most to your operation.
Speakers
avatar for Jerry Beaston

Jerry Beaston

WMS Senior Product Manager, Infor
I have worked in the Supply Chain space for 40 years and for the last 10 years with Infor as the Senior Product Manager for Infor WMS.  Previous experience includes working for Spencer Gifts retail as ERP Planning and Allocation manager, Silo Electronics as ERP and WMS manager, The... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(100.2) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Tuesday)
Wednesday May 20, 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 →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(110) 13 Hidden Gems IV: Hidden in Harmony (The Sequel to the Sequel… to the Sequel!)
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
The saga continues! In Part 4 of our legendary Hidden Gems series, we strike a new chord with 13 brand-new discoveries — no repeats, no reruns, just fresh ways to unlock more value from CloudSuite Distribution. This session blends the rhythm of efficiency with the melody of innovation, showing you how these overlooked features can create real harmony in your daily workflows. Come ready for a fast-paced, playful, and practical session where every note hits just right.
Speakers
avatar for John Kociuba

John Kociuba

Business Consultant, NSA
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(147) Implementing the Infor Standard Workspaces
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Infor's standard workspaces are a great way to get the right information to the right people in your organization. This session walks you through the additional set up to quickly roll these out to your users.
Speakers
avatar for Delaney Neubauer

Delaney Neubauer

Central Data

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(225) Process Mining in Depth: Order to Cash - A Deep Dive into the Sales Side of Process Mining
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Order-to-cash is the heartbeat of distribution—and it’s full of hidden friction: holds, backorders, substitutions, shipping exceptions, invoice disputes, and credit delays. This deep dive uses O2C process mining to expose where harmony breaks between sales, warehouse, shipping, and finance. Learn how to reduce touches, shorten cycle time, improve perfect order rate, and raise customer satisfaction—using measurable insights that help you target the changes with the biggest payoff.
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 →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(273) Dead Stock, Surplus – Roundtable
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Every distributor faces it: inventory that won't move. Whether it's obsolete parts, overstocked items, or products that simply stopped selling, dead stock ties up capital and warehouse space while delivering zero ROI. In this roundtable we’ll share real-world strategies for identifying, managing, and liquidating surplus inventory. We'll discuss how to leverage CSD's reporting capabilities to spot slow-movers before they become dead stock, discuss disposition strategies that actually work, and tackle the tough questions around write-offs and markdown pricing. Bring your war stories and walk away with actionable tactics from other distributors who've been there.
Speakers
avatar for Josh Serwe

Josh Serwe

Director of Operations, Anchor Paper Co.

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(284) One-Time Costs, Special Line Types, and Non-Stock – When to Use What
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
This session breaks down the critical differences between One-Time Costs, Special Line Types, and Non-Stock items. We will provide clear definitions and real-world scenarios for each, ensuring your team knows exactly "When to Use What."
Speakers
avatar for Dawn Marie  Balukonis

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(377) Hands-on TWL Lab - Part 1
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Get ready to roll up your sleeves! This interactive, back-to-back lab session is designed to help you maximize your use of Infor TWL through practical, hands-on learning. Our experts will guide you step by step, ensuring you walk away with both knowledge and confidence to apply what you’ve learned.

In this session, you’ll learn how to:
✅ Set up ABC rankings in TWL and configure velocity-based cycle counting for smarter inventory control
✅ Create autodrop rules in the Order Drop Manager to automate and streamline order processing
✅ Review and apply the ASW TWL Housekeeping Checklist to optimize system performance
✅ Apply best practices to properly train employees on how to interact with product when using the Mobile Computer during the receiving, put away and picking processes. Live demo with an actual mobile computer in hand!

Whether you’re new to TWL or looking to sharpen your expertise, this lab is packed with actionable takeaways and real-world application to elevate your warehouse operations.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  
I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences.  I'll be providing real world knowledge/experi... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(204) M3 Finance Management for the North American Markets
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
This session presents the M3 finance roadmap for North American markets, covering future direction and providing insight into US-specific functionality and strategic capabilities
Speakers
AB

Andreas Barkarö

Product Manager, Infor

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(335) Configuration Management
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
This presentation explores Configuration Management principles, best practices, and governance approaches to ensure consistency, control, and reliability across complex systems and product environments
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, 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.

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:30pm CDT

(913) From Disruption to Dominance: Strategies for the Next Era of Distribution (Executive Summit Only)
Wednesday May 20, 2026 2:30pm - 3:30pm CDT
As the industry evolves, leaders must anticipate the next wave of challenges—from digital competitors to operational shifts—before they arrive. This session highlights the most impactful trends and shows how proactive executives, working with Infor, can translate them into growth opportunities. You’ll gain practical insights to strengthen resilience and accelerate performance.
Speakers
avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

avatar for Rick Rider

Rick Rider

SVP, Product Management, Infor

Wednesday May 20, 2026 2:30pm - 3:30pm CDT
TBD

2:45pm CDT

Afternoon Break in the Solutions Center
Wednesday May 20, 2026 2:45pm - 3:30pm CDT
Come to the exhibit hall for snacks, drinks and time to visit with a sponsor or two.
Wednesday May 20, 2026 2:45pm - 3:30pm CDT
TBD

3:30pm CDT

(104) The Future of Data Management & Transformation: Optimize Margins and Improve Customer Service
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Data is only as valuable as it is accurate. This session explores how Infor's data mesh technology is transforming the way distributors cleanse, harmonize, and govern their data — turning what was once a back-office headache into a competitive advantage that drives margin improvement and stronger customer relationships.
Speakers
avatar for Brad Symaka

Brad Symaka

Director of Sales, Data Management Solutions, Infor


avatar for Sam Zalat

Sam Zalat

Director, Global Professional Services, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(122.1) AI for Distribution - How Our Customers are Using It (Also occurs at 10am Thursday)
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
See how our CSD customers and community are using Infor's Artificial Intelligence solutions. All the way from Machine Learning & Automation to GenAI & Agentic. Learn about real customer usecases, their projects, and their ROI.
Speakers
avatar for Brian Nigri

Brian Nigri

Infor, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... 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 →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(161) Creating a Culture of Continuous Improvement
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Sustainable success doesn’t come from one-time fixes—it comes from building a culture where improvement is ongoing and embraced at every level. In this session, we’ll explore what it takes to create an environment that empowers individuals and teams to continuously refine processes, innovate solutions, and adapt to change. You’ll learn practical strategies to foster accountability, encourage collaboration, and remove barriers that stall progress.
Whether you’re leading a small team or guiding organizational transformation, this presentation will equip you with the mindset and tools to build a workplace where continuous improvement becomes second nature.
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 →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(252) Product Data That Sells: What Manufacturers Need to Provide and the 10 Attributes That Matter Most
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
In today’s digital buying environment, strong product content is no longer optional, it is essential to helping customers find, evaluate, and confidently purchase products. But for many organizations, the challenge starts upstream: manufacturers are not always sure what data distributors need, and distributors are often left trying to build compelling product experiences from incomplete or inconsistent information.

This session connects both sides of that challenge. We will break down the product data manufacturers need to provide in order to support distributor success, while also highlighting the 10 key product attributes that most directly influence online buying decisions. From core specifications and descriptive content to digital assets, compliance details, and enriched attributes, attendees will gain a practical framework for what “good” product data really looks like and why it matters.

Whether you are a manufacturer looking to better support your channel partners or a distributor trying to improve product listings and conversion, this session will provide clear, actionable guidance for building a stronger product data foundation. Attendees will leave with a better understanding of the information required to sell more effectively, reduce friction in the buying process, and create product content that performs across digital channels.
Speakers
avatar for Brendan Cameron

Brendan Cameron

Head of Manufacturing & Distribution, Americaneagle.com
https://www.americaneagle.com/speakers/brendan-cameron​​​

Brendan is a Strategic Accounts Director at Americaneagle.com currently working on numerous sites in the B2B and B2C marketplaces. He has experience working with clients both large and small, and managing highly-c... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(150) Workflows 101
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Learn the Basics of Workflow Management in CSD and Make the System Work for You!

This session is the entry point for automating business processes using Infor ION workflows. We will review how to create a workflow, walk through examples, and discuss ways of utilizing workflows to enhance your business while making daily work life easier.
Speakers
AO

Andy Oberschmidt

Lead Software Engineer, Acumen Group

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(276) No GPS Required: Navigating the CSD Demand Center
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Get your bearings in one of CSD's most powerful operational hubs. This session provides a guided tour of the Demand Center interface, helping users understand how to move efficiently through its menus, screens, and features. Whether you're new to the Demand Center or looking to sharpen your skills, you'll learn how the layout is organized, where to find key functions, and how to navigate with confidence to support your demand planning and replenishment workflows. Walk away ready to work smarter and faster in the tools you use every day.
Speakers
avatar for Brandy Meeker

Brandy Meeker

Director of Procurement, SMC
With over 24 years of experience at SMC, I have built a strong foundation in purchasing and procurement operations. I currently serve as Co-Director of Procurement, where I help lead strategic initiatives to enhance efficiency, collaboration, and overall performance within the department... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(280) Cycle Counting: The Daily Routine That Changes Everything
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Kill the annual shutdown. Count daily, catch errors instantly, hold teams accountable in real-time. Learn how to execute the counting processes in CSD and TWL that transforms chaos into precision—every single day beats once a year.
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 →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(303) Production Tools in CSD - Kit Production versus Value Add
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Does your company produce products from materials? Do you need some guidance in what tools are available in CSD to accomplish the job? This session will give you insight the options available to you.
Speakers
avatar for Delaney Neubauer

Delaney Neubauer

Central Data

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(322) Keep CSD Running at its Best!
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Keep CSD running in tip top shape.  What affects performance, what to do about monthly and bi-annual updates, what to keep updated, where to get new features, CloudSuite Self Service Portal, and more!
Speakers
avatar for Brian Jones

Brian Jones

VP Technology, NSA

avatar for Sergio Garcia

Sergio Garcia

Consultant, NSA
Dynamic bilingual technical consultant with extensive business experience, focusing on technology solutions, systems integration, B2B/B2C and finding ways to add value using technology with Infor SX and CSD CloudSuite Distribution ERP systems.  Currently serving as Enterprise Arquitect... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(342) 10 Game-Changing CSD Extensions I Would Implement if I Were a Customer
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Want to unlock the full potential of CloudSuite Distribution? In this session, we’ll explore the 10 must-have extensions that can transform your operations, streamline workflows, and maximize ROI. You will learn which extensions I would implement first as a customer, including tools that optimize inventory, simplify processes, and enhance overall operational efficiency — and how they can drive accuracy, speed, and growth in your business.
Speakers
avatar for John Kociuba

John Kociuba

Business Consultant, NSA
In August 2023 John joined the NSA team. With over thirty years of experience in the distribution and remanufacturing industry, he has a true understanding of the needs and connectivity challenges of all aspects of the sales and distribution business. John has learned about operational... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(378) Hands-on TWL Lab - Part 2
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Get ready to roll up your sleeves! This interactive, back-to-back lab session is designed to help you maximize your use of Infor TWL through practical, hands-on learning. Our experts will guide you step by step, ensuring you walk away with both knowledge and confidence to apply what you’ve learned.

In this session, you’ll learn how to:
✅ Set up ABC rankings in TWL and configure velocity-based cycle counting for smarter inventory control
✅ Create autodrop rules in the Order Drop Manager to automate and streamline order processing
✅ Review and apply the ASW TWL Housekeeping Checklist to optimize system performance
✅ Apply best practices to properly train employees on how to interact with product when using the Mobile Computer during the receiving, put away and picking processes. Live demo with an actual mobile computer in hand!

Whether you’re new to TWL or looking to sharpen your expertise, this lab is packed with actionable takeaways and real-world application to elevate your warehouse operations.
Speakers
avatar for Tony Bruckler

Tony Bruckler

Lead Consultant, ASW Global Consulting
Hey Tuggers!  Glad to be back this year.  
I've been coming to Tug for the last 15 years.  The first 10 was as a user and the last 5 has been as a vendor sponsor/speaker.  Being on both sides of the table, I understand what users are looking for when they attend these conferences.  I'll be providing real world knowledge/experi... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(207) What's New in A/P
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Explore the latest Accounts Payable advancements, with a focus on efficiency, automation, and the Value+ solution for streamlined supplier invoice capture
Speakers
AB

Andreas Barkarö

Product Manager, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

(321) The Development Process and How to Managing Monthly Releases
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
Since the first M3 MT Cloud release in April 2018, the Infor M3 Product Team have added new Product and Industry features, New Applications / Add-ons, Improvements to existing integrations, New Country Versions & Improved Tooling within the UI and Suite. Functional changes are delivered in April and October with early announcements, guidance and enablement in the Feature Release. IN this session we discuss the Infor internal process and how you can use the informaiton to improve your business month over month.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

4:30pm CDT

(126) Building a Successful AI solution - What it Takes to Succeed in the AI Journey
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Learn what it takes to build a successful Artificial Intelligence implementation.  This session will focus on the overview of the essential components needed for an AI implementation, including use case definition, data collection, modeling, architecture, deployment and adoption.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

MF

Max Fisher

Directory, Product Management - Velocity Suite, 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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(333) What's New in ION Integrations
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Integration is where harmony is either achieved—or lost. Join this session for the latest in ION integrations, including updates that help distributors connect applications with less custom code, better monitoring, and faster troubleshooting. We’ll cover modern integration patterns that reduce fragility and accelerate change, so you can onboard new partners, add capabilities, and keep data consistent across systems. Walk away with actionable ideas to improve reliability and reduce integration “noise” that slows operations.
Speakers
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

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(340) Advanced Extensibility with Mongoose and Workspaces
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Discover how Infor Mongoose can be used to create custom widgets that enhance the Infor OS Portal experience. This session highlights how purpose-built widgets can surface critical insights, and focus user attentionwithin Portal workspaces. You’ll see approachable design concepts that show what’s possible—often without writing code.
Speakers
avatar for Paul Horne

Paul Horne

Sr. Director Product Management, Infor OS, Infor
Paul is Sr. Director of Product Management for several OS Products including Infor Mongoose and Portal  His focus is on citizen development and creative business solution delivery, with toolsets for the Infor family of products. Paul has more than 30 years in industry including 20... Read More →
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(356) Infor OS ION: Processes Available Inside the ION Desk Application
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
ION Desk is responsible for all Business Object Documents (BODs) inbound and outbound to all applications using BODs. This session will review the different processes available inside of the ION Desk application. With examples of Alerts for High Dollar Sales Orders or Task for Releasing Orders on Credit Hold, with a click of a button from the Portal, Tablet or Mobile Device. This is the replacement for Event Manager!
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. 
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(392) Sip, Connect, Succeed: Women in Distribution Social Hour
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Unwind, recharge, and keep the conversation going at our Women in Distribution Social session. Following the momentum of yesterday’s session, this casual and welcoming gathering gives you space to connect more personally with fellow attendees and continue the discussions that matter most.

Grab a drink, share stories, exchange ideas, and build relationships in a relaxed, lighthearted environment alongside other women in the distribution industry. Whether you’re deepening connections you’ve already made or meeting someone new, this is your opportunity to grow your network in a way that feels natural, supportive, and fun.

Because sometimes the most meaningful opportunities start with a simple conversation.
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(140) Top 10 Reports for Newbies
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
CSD has so many reports, how do you know which ones you need to run your business? We pick 10 reports that can provide quick wins, plus walk you through the ranges and options. Auditing, Balancing and Analysis are at your fingertips with CSD’s Top 10 reports.
Speakers
avatar for Brian Kelly

Brian Kelly

Consultant, Acumen Group

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(170.2) Mergers & Acquisitions - Part 2 (Part 1 occurs at 4:30pm Tuesday)
Wednesday May 20, 2026 4:30pm - 5:15pm 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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(205) Month-end and Year-end Reporting
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
This session delivers a strategic guide to essential financial and operational reporting processes within Infor CSD for both month-end and year-end close procedures. Participants will learn which critical reports to run during monthly close cycles to ensure accurate financial reconciliation, identify the additional year-end reports required for annual compliance and audit readiness, and discover efficient methods for scheduling, organizing, and automating these reporting tasks. The session covers best practices for establishing a standardized reporting calendar, configuring report parameters for consistency and accuracy, streamlining the close process to reduce manual effort, and implementing quality control checkpoints to catch discrepancies before they impact financial statements. Attendees will leave with a practical framework for managing reporting workflows, reducing close time, and ensuring comprehensive documentation. This session is invaluable for accounting staff, finance managers, controllers, and CSD administrators responsible for timely and accurate period-end reporting.
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(258) SAAMM- Understanding and how to use Mass Maintenance tools
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Learn quick and easy ways to create lists of data from common files, create templates to use over and over & update data in mass.
Speakers
avatar for Errin Bray

Errin Bray

Solutions Architect, Central Data
I have been working with SX.e (both GUI and CHUI) since 2007 and have been with Central Data for over seven years. I began my career there as a Business Consultant, specializing in CSD implementations, purchasing processes, and data migrations. I am now a Solution Architect, where... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(282) TWL Inventory Best Practices-Cycle Counting, Physicals, and More
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
This session will highlight the importance of proactive inventory management and its impact on business operations. Attendees will learn best practices for effectively setting up and conducting TWL cycle counts and physical inventories. Key takeaways include:

Understanding Proactive Inventory Management: Recognize why maintaining accurate inventory is critical for efficient business operations.
TWL Cycle Counting Best Practices: Discover strategies for setting up and conducting cycle counts that enhance inventory accuracy.
Daily Inventory Housekeeping: Learn best practices for maintaining daily inventory operations to prevent discrepancies and improve overall inventory management.
By the end of this session, participants will be equipped with the knowledge to optimize their inventory management practices and support seamless business operations.
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(285) Storeroom Overview - Managing Customer Inventory
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Explore Infor StoreRoom's Vendor Managed Inventory solution. Whether you're new to the platform or an existing user, this session covers core capabilities, recent enhancements, and upcoming roadmap features to help you maximize your VMI operations.
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(310) Managing a TWL Warehouse - Daily, Weekly Admin tasks
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
This Session will concentrate on some Key Admin tasks that should reviewed Daily and Weekly in order to assist with Keeping CSD and TWL in Sync.
Learn proven strategies and routine tasks for keeping data clean, accurate, and reliable in a TWL warehouse. This session highlights common data issues, preventative maintenance best practices, and practical ways to improve system performance and reporting. Attendees will leave with actionable tips to maintain data health and avoid downstream operational problems.
Speakers
avatar for Jerrold Griffus

Jerrold Griffus

Principal ERP/WMS Application Consultant, Aktion Associates
I work with a team of Application Consultants implementing ERP CSD/SXE & the TWL WMS Application.
I have been working with CSDSxe & TWL for ~24 years now, (8.5 years as customer managing a Contact Lens Distribution Warehouse prior to coming to work for Aktion)
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(346) Enhancements Roundtable: An open Discussion with Infor on How to Handle CSD Enhancements
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Join an open discussion about the Infor Enhancement Request System, how to make the most of it, and discuss with the CSD team what the lifecycle of an ER is. What happens after they are submitted? How are enhancements prioritized? Why does it take so long sometimes?

Our team of experts will be on hand to discuss the process and answer your burning questions about the current enhancement list.
Speakers
avatar for Brian Nigri

Brian Nigri

Infor, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(379) Hands-on Lab - Tridex Mobile Apps
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Come to this hands-on Lab session for Tridex Systems' Mobile Apps: Mobile Cycle Count, Mobile ePOD, Mobile Bin Replenishment, and Mobile Customer
Speakers
avatar for Roger Realsen

Roger Realsen

Director of Cloud Technologies, Tridex Systems
Roger Realsen is a 30+ year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer in 1993 where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and... Read More →
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 →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

(158) Ask the Experts Panel - Infor-Led Roundtable
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
A collaborative roundtable bringing together Infor specialists and attendees to exchange perspectives, address participant questions, and discuss key ideas and the current state of the industry.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

6:00pm CDT

An Evening in the Hall of Fame
Wednesday May 20, 2026 6:00pm - 10:00pm CDT
Join us for An Evening in the Country Music Hall of Fame — an exclusive dinner reception at the iconic Country Music Hall of Fame & Museum, reserved for TUG CONNECTS 2026 attendees.

Begin the night with cocktails and conversation in the grand Event Hall, then let the evening unfold around you. Explore the museum's legendary galleries with a private docent tour. Drift into the Conservatory, where Nashville songwriters perform in-the-round and share the stories behind the songs. And if you find your way to the Ford Theater, you'll discover something special waiting — a speakeasy, a bourbon tasting, and acoustic music you won't soon forget.

This is Nashville at its finest. This is the TUG CONNECTS community at its best!
Wednesday May 20, 2026 6:00pm - 10:00pm CDT
TBD
 


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