Harmony at TUG CONNECTS 2026

Harmony at TUG CONNECTS 2026

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

Kristie Lutz

Carrier Great Lakes

Business Intelligence Analyst/ERP Manager

Livonia, MI

https://carriergreatlakes.com

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About me

Carrier Great Lakes is a HVAC Distribution company in Michigan & Northern Ohio. We went live on CSD April 2025, migrating from SXe 6.0.060. We currently use White Cup BI (and really miss MITS) and SPI E-Commerce.

3:00pm CDT

Registration Desk Open 2nd Floor TBD

7:00am CDT

Breakfast in Legends Ballroom 2nd Floor

8:00am CDT

CSD Network Meeting TBDLance Melnik, Expertek Systems • Abi (Franklin) Rockey Products and Pricing Network Meeting TBDBrian Nigri • Kevin Young

12:00pm CDT

Lunch in Legends Ballroom TBD

1:00pm CDT

HVACR Network Meeting TBDErica Svahnberg • Randy Holland Reporting & Analytics Network Meeting TBDJodie Jones

5:00pm CDT

Happy Hour in the Solutions Center TBD

7:00am CDT

Breakfast in Legends Ballroom TBD

8:00am CDT

(108.1) Exciting New Functionality in CSD (Also occurs at 11:15am Thursday) TBDSally Main • Julie Baltes (156) Utilizing Role Based Security TBDScott Whitson (338) Extensibility Training 101 TBDAndy Oberschmidt

8:45am CDT

Open time in Solutions Center TBD

9:15am CDT

(503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services Broadway A-BTony Zakula • Michael Mazzoni (517) What's New in CD Marketplace Cumberland 1-2Daryl Ziegelman

10:30am CDT

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

12:00pm CDT

Lunch in Legends Ballroom TBD

1:15pm CDT

(519) Gain Clearer Financial Insights from your Infor Data Music Row 5Jordena Tibble (507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD Cumberland 1-2Matt Rogers (512) Partner Demo - NSA Music Row 2

2:00pm CDT

(201) GL Accounts Setups, R&D Operator and Journal Originations TBDSteve Bloesing • Tara Morrow (222) Understanding Promise Dates and Ship Dates TBDBrent Knull (380) Hands-on Lab - CSD Extensions TBDJim Hatch

2:45pm CDT

Afternoon Break in the Solutions Center TBD

3:30pm CDT

(112) Getting the most from CSD: Commonly Under-used Features TBDDiane Dunbar • Brandon Stacken • Brandy Alderman • Julie Baltes (214) Managing Pricing records using PDEM TBDKevin Young

4:30pm CDT

(208) Closing the Loop on AP: Managing ACH, Credit Cards, and Vendor Payments TBDBrian Kelly (315) Proof of Delivery – POD Overview on CSD and Your Mobile Device TBDChani Wagh • Brandon Stacken

5:00pm CDT

Happy Hour in the Solutions Center TBD

7:00am CDT

Breakfast in Legends Ballroom TBD

8:00am CDT

(246) Cleaner Data, Better Decisions: Maintaining Product, Vendor and Customer Records TBDDawn Marie Balukonis (275) Ordering Controls 101: Essential Keys for Managing Your Inventory TBDTony Bruckler

8:45am CDT

Open time in Solutions Center TBD

9:15am CDT

(501) Sales and Inventory Visibility Built Into Your Birst Environment | A Back to Birst Session Cumberland 1-2Craig Vigor • Victoria Christiansen • David Murphy, Agile Dragon • Bill Payne (504) The Kodaris AI Platform: Artificial Intelligence With a Purpose Broadway A-BTony Zakula • Michael Mazzoni

10:30am CDT

General Session in the Country Music Hall of Fame Theater TBD

12:00pm CDT

Lunch in Legends Ballroom TBD

1:15pm CDT

(502) GL Reporting That Matches the Board's Expectations | A Back to Birst Session Broadway A-BChing Cooper • Bill Payne (520) Smarter Sales and Operations Insights with Phocas Cumberland 1-2Alexa West • Alex West (518) Introducing CD Audit and CD Schedule Music Row 5Daryl Ziegelman

2:00pm CDT

(110) 13 Hidden Gems IV: Hidden in Harmony (The Sequel to the Sequel… to the Sequel!) TBDJohn Kociuba (147) Implementing the Infor Standard Workspaces TBDDelaney Neubauer (284) One-Time Costs, Special Line Types, and Non-Stock – When to Use What TBDDawn Marie Balukonis

2:45pm CDT

Afternoon Break in the Solutions Center TBD

3:30pm CDT

(150) Workflows 101 TBDAndy Oberschmidt (280) Cycle Counting: The Daily Routine That Changes Everything TBDBrent Knull (322) Keep CSD Running at its Best! TBDBrian Jones • Sergio Garcia (342) 10 Game-Changing CSD Extensions I Would Implement if I Were a Customer TBDJohn Kociuba

4:30pm CDT

(356) Infor OS ION: Processes Available Inside the ION Desk Application TBDBrandon Watson (392) Sip, Connect, Succeed: Women in Distribution Social Hour TBDSara Weith • Della Coffelt (258) SAAMM- Understanding and how to use Mass Maintenance tools TBDErrin Bray (379) Hands-on Lab - Tridex Mobile Apps TBDRoger Realsen • Mark Jelencic

6:00pm CDT

An Evening in the Hall of Fame TBD

7:00am CDT

Breakfast in Legends Ballroom TBD

8:00am CDT

(241) Infor OS Data Fabric and DataPond TBDBrandon Watson

9:15am CDT

Open time in Solutions Center TBD

10:00am CDT

(359) CloudSuite and InforOS Utilization and Overages TBDBrian Jones (360) Using ETCC to manage EDI orders TBDDave Rumsch • Lacey Holtz

11:15am CDT

(243) Data Fabric Progression and Preview of What is Coming TBDTiffany Canada • Jill Papendick (268) Document Output Management and Managing Forms Templates in IDM TBDRoger Realsen (108.2) Exciting New Functionality in CSD (Also occurs at 8am Tuesday) TBDSally Main • Julie Baltes (151) Planning the Perfect Event: CSD Event Triggers and Actions TBDAndrew Miller (220) Give Order Entry a Boost - Revisiting Lesser Used Features TBDErrin Bray (305) Serials, Lots, Kits- OH MY! TBDLauren Bruckler (362) CloudSuite Distribution: EDI TBDJim Hatch

12:00pm CDT

Lunch in Legends Ballroom TBD

1:00pm CDT

TECH DAY: Engineering the Experience: Widgets, Workspaces, and Infor Portal Music Row 5Paul Horne • Sheryll Limmex TECH DAY: Unveiling the Data Fabric: Centralizing, Securing, and Empowering Enterprise Data Music Row 4Jill Papendick • Kevin Heiman