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For more information about Harmony! TUG CONNECTS 2026, please visit www.tugconnects.com
Sunday, May 17
 

3:00pm CDT

Registration Desk Open 2nd Floor
Sunday May 17, 2026 3:00pm - 6:00pm CDT
TBD
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.
Sunday May 17, 2026 3:00pm - 6:00pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

5:00pm CDT

Presenter's Safety and Security Briefing
Sunday May 17, 2026 5:00pm - 5:45pm CDT
TBD
All presenters must attend one of our three sessions. We will review hotel safety and security procedures, speaker guidelines, and cover any last-minute questions.
Speakers
avatar for Lauren Brown

Lauren Brown

Speaker Liaison, Members Inc.
Once upon a time, I worked in behavioral research, during which time I conducted psychological experiments on children, the elderly, and the sick for the government. Because much of the research I conducted was in education, it sparked a fierce desire in me to learn more about how... Read More →
Sunday May 17, 2026 5:00pm - 5:45pm CDT
TBD
  Common Activities

6:00pm CDT

TUG Leadership and Hall of Fame Awards Dinner (Invitation only)
Sunday May 17, 2026 6:00pm - 9:00pm CDT
TBD
Join us for an unforgettable evening celebrating the individuals who have made an extraordinary impact on the TUG community. The TUG Leadership and Hall of Fame Awards Dinner is a cherished conference tradition — a moment to pause, reflect, and honor the peers, advocates, and leaders whose dedication and contributions have helped shape TUG into the thriving community it is today. Gather with...
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Sunday May 17, 2026 6:00pm - 9:00pm CDT
TBD
  Common Activities
 
Monday, May 18
 

6:45am CDT

Presenter's Safety and Security Briefing
Monday May 18, 2026 6:45am - 7:30am CDT
TBD
All presenters must attend one of our three sessions. We will review hotel safety and security procedures, speaker guidelines, and cover any last-minute questions.
Speakers
avatar for Lauren Brown

Lauren Brown

Speaker Liaison, Members Inc.
Once upon a time, I worked in behavioral research, during which time I conducted psychological experiments on children, the elderly, and the sick for the government. Because much of the research I conducted was in education, it sparked a fierce desire in me to learn more about how... Read More →
Monday May 18, 2026 6:45am - 7:30am CDT
TBD
  Common Activities

7:00am CDT

First Time at TUG Connects? Start Here.
Monday May 18, 2026 7:00am - 7:50am CDT
Music Row 5
New to TUG Connects? This session is your quick-start guide to making the most of your experience. We’ll cover everything you need to know—from why you should attend cocktail hour, lunch, and dinner, to what the Solution Center is and how to navigate it. We’ll also break down the “penultimate event” and share key tips on how to confidently connect and start meaningful conversations. TUG...
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Speakers
avatar for Lauren Brown

Lauren Brown

Speaker Liaison, Members Inc.
Once upon a time, I worked in behavioral research, during which time I conducted psychological experiments on children, the elderly, and the sick for the government. Because much of the research I conducted was in education, it sparked a fierce desire in me to learn more about how... Read More →
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 Mark Rhodes

Mark Rhodes

Speaker and Author
Mark Rhodes is a mainstream published author, international speaker, entrepreneur and business mentor. He has been there and done it himself in business and now helps others do the same.

He has also been featured in many mainstream publications and magazines. Both of Mark’s main... Read More →
Monday May 18, 2026 7:00am - 7:50am CDT
Music Row 5
  Common Activities, Meals / Refreshments / Networking

7:00am CDT

Breakfast in Legends Ballroom 2nd Floor
Monday May 18, 2026 7:00am - 8:00am CDT
Join us for a healthy breakfast in the Legends Ballroom (2nd floor)
Monday May 18, 2026 7:00am - 8:00am CDT
  Common Activities, Meals / Refreshments / Networking

7:00am CDT

Registration Desk Open
Monday May 18, 2026 7:00am - 6:00pm CDT
TBD
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.
Monday May 18, 2026 7:00am - 6:00pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

8:00am CDT

CSD Network Meeting
Monday May 18, 2026 8:00am - 12:00pm CDT
TBD
The CSD/WebUI community is entering an exciting new chapter, and this year’s membership meeting at TUG Connects is all about what’s next. Join us as we welcome new CSD/WebUI Co‑Leaders Abigayle Franklin and Lance Melnik, recognize the Steering Committee, and dig into the practical topics members care about most — from real‑world ERS usage, to what’s new in the April release, to an...
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Speakers
avatar for Lance Melnik, Expertek Systems

Lance Melnik, Expertek Systems

Director of Professional Services, Expertek Systems

AF

Abi (Franklin) Rockey

McNaughton-McKay Electric, McNaughton-McKay Electric

Monday May 18, 2026 8:00am - 12:00pm CDT
TBD
  CSD / SX.e, General ERP, Technical

8:00am CDT

Products and Pricing Network Meeting
Monday May 18, 2026 8:00am - 12:00pm CDT
TBD
Join fellow Product and Pricing leaders for a collaborative network group meeting designed to address real-world challenges and share practical solutions. This session will feature brief presentations from Infor Channel Partners highlighting how their offerings and expertise can support your organization with product and pricing initiatives. In addition, we’ll have a dedicated session with Infor...
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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 Kevin Young

Kevin Young

Product/Pricing Manager, SMC
I've been in the Industrial Distribution industry for 35 years. I enjoy solving problems and love change.  I find new technology fascinating.  Talking about distribution is a passion.
Monday May 18, 2026 8:00am - 12:00pm CDT
TBD
  CSD / SX.e, Pricing / Margin Management

8:00am CDT

Assembly & Service - ISM Network Meeting
Monday May 18, 2026 8:00am - 2:45pm CDT
TBD
Welcome everyone! Whether this is your first TUG Connects or you're a returning member of the Assembly & Service community, we're glad you carved out time to be part of this conversation. This network meeting is your dedicated space to connect with peers who are working through the same challenges you are — in the field, on the floor, and in the back office. Come ready to ask questions, share...
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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 →
avatar for Ryan Deckard

Ryan Deckard

ERP Manager, Reinders

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 →
avatar for Jodie Jones

Jodie Jones

Business Analyst, Toro

Monday May 18, 2026 8:00am - 2:45pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

8:00am CDT

CSDe / M3 Network Meeting
Monday May 18, 2026 8:00am - 2:45pm CDT
TBD
Welcome to the TUG CSDE Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow CSDE users to share insights, tackle challenges, and explore everything this powerful distribution platform has to offer.Agenda:8:00 AM: Welcome Welcome and opening remarks, Brief overview of the days agenda8:10 – 9:00 AM: Session 1: Infor Velocity Suite - What is it &...
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Speakers
avatar for John Panzenhagen

John Panzenhagen

M3 Administrator, United Radio
When John started with United Radio 10 years ago, he knew how to spell M3. He quickly became the chief haystack inspector and finder of lost needles, uncovering the intricacies of this amazing product and identifying the how and why of what M3 does under the covers.

United Radio i... Read More →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Erich Simmer

Erich Simmer

Erp progam, Vallen USA

avatar for Justin Johnson

Justin Johnson

CEO, Motivate
Justin Johnson is the founder and CEO of Motivate, an AI-driven sales process automation platform for B2B distributors. Motivate empowers inside sales teams to reduce quote and order times by more than 45%, while its patent-pending ecommerce module has been shown to boost distributor online sales by more than 300%. A seasoned tech e... Read More →
KG

Kurt Geckler

Sales Director, Doppio Group
Monday May 18, 2026 8:00am - 2:45pm CDT
TBD
  CSDE / M3, General ERP, Technical

9:00am CDT

eCommerce Network Meeting
Monday May 18, 2026 9:00am - 12:00pm CDT
TBD
Join your peers in the eCommerce & Digital Marketing Network Group for a practical, high-energy session designed to help distributors share ideas, compare approaches, and walk away with strategies you can actually put to work. This year’s session features more roundtable discussion time than ever before, a member showcase packed with real-world examples, and dedicated open networking to...
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Speakers
avatar for Scott Detar

Scott Detar

eCommerce Development / Management, E.B. Bradley Co.

avatar for Molly Williams

Molly Williams

Digital Sales and IT Manager, Centro


avatar for Jeremy Ott

Jeremy Ott

Sr. Digital Integration Architect, Vallen


Monday May 18, 2026 9:00am - 12:00pm CDT
TBD
  All ERPs, Ecommerce / Digital Marketing

12:00pm CDT

Lunch in Legends Ballroom
Monday May 18, 2026 12:00pm - 1:15pm CDT
TBD
Join us for a healthy lunch in the Legends Ballroom (2nd floor)
Monday May 18, 2026 12:00pm - 1:15pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

1:00pm CDT

Automotive / Heavy Duty Network Meeting
Monday May 18, 2026 1:00pm - 1:45pm CDT
TBD
Join us for the Automotive / Heavy Duty Network meeting.

Agenda:
Leadership going forward.  Do we want to go forward and if so need others to step up to help
Topics discussed last time and solutions deployed for them


Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 35 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e / CSD for 25 years.

He joined Central Data i... Read More →
Monday May 18, 2026 1:00pm - 1:45pm CDT
TBD
  All ERPs

1:00pm CDT

HVACR Network Meeting
Monday May 18, 2026 1:00pm - 2:45pm CDT
TBD
Welcome to the HVAC Network Meeting at TUG Connects 2026!This session brings together HVAC professionals from across the TUG community to share insights, exchange best practices, and tackle the topics that matter most to our industry.Agenda:1:00 – 1:10 – Intro’s, housekeeping1:10 – 1:30 - Co-Development Collaboration or ERS system. Making sure we get what we need into CSD.1:30 – 1:45 -...
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Speakers
avatar for Erica Svahnberg

Erica Svahnberg

MIS, Charles D Jones & Co., Inc

RH

Randy Holland

Director of Technology, Crescent Parts & Equipment
Randy Holland is Director of Technology at Crescent Parts & Equipment, where he leads technology strategy to support business growth and operational efficiency. With over 23 years at the company, he has led major initiatives including an ERP upgrade, e-commerce enhancements, and multiple... Read More →
Monday May 18, 2026 1:00pm - 2:45pm CDT
TBD
  All ERPs

1:00pm CDT

Reporting & Analytics Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
Welcome to the TUG Reporting & Analytics Network Meeting — and to TUG CONNECTS 2026! This is your community for sharing insights, swapping best practices, and connecting with fellow Infor users who rely on reporting and analytics to keep their operations running smoothly. Let's get started!1:00pm:  Introductions and agenda overview1:15pm:  Customer case studiesDragon Pack® -...
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Speakers
avatar for Jodie Jones

Jodie Jones

Business Analyst, Toro

Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
  All ERPs, Reporting & Analytics

1:00pm CDT

Finance Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
Welcome to the TUG Finance Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow Infor users who are navigating the financial side of distribution, from AP and AR to month-end close and beyond. Let's dive in! Agenda:1:00pm - New or under-utilized features in Accounting2:00pm - Vendor presentations2:45pm - Break3:15pm - Vendor presentations 4:15pm - Infor...
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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 →
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 →
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
  CSD / SX.e, Financial

1:00pm CDT

Inventory Management Group Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
Welcome to the Inventory Management Group (IMG) Network Meeting. You're in for a great four hours — We'll kick things off with our attendees shaping the conversation in our Attendees' Choice Roundtable, then hear from Brandy Alderman and Diane Dunbar on what's coming in the October 2026 release, and wrap up with inventory expert Grant Howard taking you through both the big picture and a deep...
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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 →
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 →
avatar for Mike Prestash

Mike Prestash

Supervisor, Inventory Management, CEEUS, Inc.
After working 25+ years in sales for electrical manufacturers, I made the move to a co-op owned electrical distributor and haven’t looked back since.  After a couple of years in sales learning the customers and operations, I moved into the procurement/inventory management side... Read More →
avatar for Josh Serwe

Josh Serwe

Director of Operations, Anchor Paper Co.

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 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 →
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

1:00pm CDT

Technical CSD/SX.e Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
Join the TUG Technical Networking Group, a dynamic forum designed for professionals and enthusiasts to explore and exchange ideas on cutting-edge advancements in Infor technology, industry trends, and the foundational principles of system optimization and AI integration. Dive deep into discussions surrounding key features of Velocity, applications in CloudSuite Distribution (CSD) and Infor...
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Speakers
avatar for Adam Taylor

Adam Taylor

Director of Development, Gypsum Management & Supply (GMS)

AR

Aaron Roma

Network/System Engineer, State Electric Supply Company

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 →
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
  CSD / SX.e, Technical

1:00pm CDT

WMS Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
Join the WMS Network Group at TUG Connects Harmony!This year’s WMS Network Meeting brings together distributors, partners, and solution experts to explore what’s next in warehouse operations and share practical ideas you can take home and apply. We’ll open with brief introductions and a network update, followed by a review of the Infor WMS(Jerry Beaston) and TWL(Sara Arnould) roadmaps. This...
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Speakers
avatar for Chris Oliver

Chris Oliver

Director of Operations, TENAQUIP

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 →
FB

Francis Brault

Business Systems Analyst, TENAQUIP


Monday May 18, 2026 1:00pm - 5:00pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

3:15pm CDT

Come and meet the Infor Support Team
Monday May 18, 2026 3:15pm - 5:00pm CDT
TBD
This session gives TUG Connects attendees a valuable opportunity to engage directly with Infor’s support team while also learning about the CareFor Success model. Participants can discuss open cases, recurring challenges, and best practices for maximizing support resources in a candid, face-to-face setting. In addition, Infor will provide an overview on how the Care for Success approach...
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Speakers
avatar for Ed Gilbert

Ed Gilbert

Director, Support Operations, Infor
Experienced Help Desk and Support Management leader with 26 years in the Software industry and 10 plus years as a member of the Infor Support global leadership team.  Focused on continuously improving customer experience through innovation, process improvement and teamwork.
avatar for Cari Rivan

Cari Rivan

Sr. Director, Customer Success & Experience, Infor
Cari Rivan is a strategic, cross-functional leader in Customer Success at Infor with deep expertise in operational excellence and AI-driven scale with nearly a decade of SaaS experience. Looking forward to connecting with you all at TUG2026!
avatar for Theresa Heinz

Theresa Heinz

VP, Customer Success & Experience, Infor
Monday May 18, 2026 3:15pm - 5:00pm CDT
TBD
  All ERPs, General ERP

3:15pm CDT

Assembly & Service - Value Add Network Meeting
Monday May 18, 2026 3:15pm - 5:00pm CDT
TBD
Welcome to the Value Add Network meeting. This is one of the most dynamic corners of the TUG community — because if you're in the value add space, you know that no two operations look quite the same, and that's exactly what makes this conversation so valuable. Whether you're managing kitting, light manufacturing, custom configurations, or something in between, the peers in this room understand...
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Speakers
avatar for Ryan Deckard

Ryan Deckard

ERP Manager, Reinders

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 →
Monday May 18, 2026 3:15pm - 5:00pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

5:00pm CDT

Happy Hour in the Solutions Center
Monday May 18, 2026 5:00pm - 6:30pm CDT
TBD
Join us in the exhibit hall for an informal reception with open bar and hors d'oeuvres, and a chance to meet our sponsor partners.
Monday May 18, 2026 5:00pm - 6:30pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking
 
Tuesday, May 19
 

6:45am CDT

Presenter's Safety and Security Briefing
Tuesday May 19, 2026 6:45am - 7:30am CDT
TBD
All presenters must attend one of our three sessions. We will review hotel safety and security procedures, speaker guidelines, and cover any last-minute questions.
Speakers
avatar for Lauren Brown

Lauren Brown

Speaker Liaison, Members Inc.
Once upon a time, I worked in behavioral research, during which time I conducted psychological experiments on children, the elderly, and the sick for the government. Because much of the research I conducted was in education, it sparked a fierce desire in me to learn more about how... Read More →
Tuesday May 19, 2026 6:45am - 7:30am CDT
TBD
  Common Activities

7:00am CDT

Breakfast in Legends Ballroom
Tuesday May 19, 2026 7:00am - 8:00am CDT
TBD
Join us for a healthy breakfast in the Legends Ballroom (2nd floor)
Tuesday May 19, 2026 7:00am - 8:00am CDT
TBD
  Common Activities, Meals / Refreshments / Networking

7:00am CDT

Registration Desk Open
Tuesday May 19, 2026 7:00am - 6:00pm CDT
TBD
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.
Tuesday May 19, 2026 7:00am - 6:00pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

8:00am CDT

(230) Self-Service Portals: What Customers Really Want to Do Online
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Today's customers expect more than just a contact form and an FAQ page — they want the power to manage their experience entirely on their own terms. This session explores the evolving landscape of customer self-service portals, diving into what users actually seek when they log in, what frustrates them when they can't find it, and what keeps them coming back. We'll examine the gap between what...
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Speakers
avatar for Tony Zakula

Tony Zakula

CEO, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Ecommerce / Digital Marketing

8:00am CDT

(240) Infor OS: Data Strategy
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Join the product management and solution consulting team for an overview of the Infor Data Strategy in conjunction with Cloudsuite Distribution. In this session, we will review current capabilities for managing your data, reporting and analytics, and how it plays an integral role in how AI can be used in your organization.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Data Management

8:00am CDT

(382) Hands-on Lab - Infor OS Applications and Introduction
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
CloudSuite Infor OS is required to access any ERP, including CSD, but what is it? This session will allow you get your hands on a LIVE CloudSuite Infor OS environment!
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Hands-On Lab, Technical

8:00am CDT

(405) Voice- Enabled Productivity for Infor WMS /TWL- a 3PL Success Story with Lydia Voice, Infor, & EPG
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Join us as we share how a major West Coast 3PL successfully implemented Lydia Voice fully integrated with Infor WMS—a project delivered through a unique four-way collaboration between ASW Global Consulting, Infor, EPG, and the customer team. In this session, we’ll break down why the rollout was described as a “big win”, including: - How Lydia Voice integrates directly with Infor WMS - The...
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Speakers
AP

Alex Parisi

Business Analyst, ASW Global Consulting

avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Case Study

8:00am CDT

(408) The Customer Stratification Effect: E&A Client Success Stories
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Can you say with 100% certainty which of your customers are driving profits and which are secretly draining them? In this session, we will show real- life examples of how customer stratification has transformed the way organizations leverage this proven business model to drive process change across all their customer- facing activities.
Speakers
avatar for Tim Plotner

Tim Plotner

Director of Development, Earnest & Associates
Tim Plotner is Director of Development at Earnest & Associates.  Tim’s 40-year career has focused on serving the SMB wholesale distribution marketplace designing and delivering ERP and business analytics software.  Tim joined E&A in 2018 to develop advanced productivity and profitability... Read More →
avatar for Brian Lombardo

Brian Lombardo

Vice President, Earnest & Associates
Brian Lombardo is Vice President of Profitability and Productivity at Earnest & Associates. He’s spent over 30 years in distribution, working at the intersection of operations and technology to help companies improve profitability and productivity.

Brian spent 20 years with one of the largest bearing and power transmission distributors in North America, followed by six years at Infor, where he led strategy for their distribution solutions and several related edge products. Earlier in his career, he also worked directly with... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Case Study, Reporting & Analytics, Financial

8:00am CDT

(108.1) Exciting New Functionality in CSD (Also occurs at 11:15am Thursday)
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
This session will guide you through the exciting new features in Infor Cloudsuite designed to improve your workflow, boost productivity, and enhance user experience.
Speakers
SM

Sally Main

Solutions Consultant, Principal, Infor
Infor
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 →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, General ERP

8:00am CDT

(129) Discover the Latest AI Enabled Software Development Tools for CSD
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBA
The past year has seen lots of developments in AI/LLM tooling for software development that dramatically improve productivity. At Expertek, we’ve been building coding agent AI tooling and workflows for CSD extensions and backend systems. In this presentation, we will do a walkthrough on what tools are available, and how to get the most value coding agents. The discussion will include an overview...
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Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBA
  CSD / SX.e, AI & Automation, Technical

8:00am CDT

(145) The Power of Inquiry: Navigating CSD with Ease
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
CSD Inquiry Screens put the information you need right at your fingertips. In this session, we’ll explore how to use these tools to quickly locate customer, product, order, and pricing details — without running reports or searching through multiple menus. You’ll learn how to: * Navigate the most commonly used inquiry screens in CSD * Filter and search effectively to find data fast *...
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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 →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, General ERP

8:00am CDT

(156) Utilizing Role Based Security
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Learn how to manage user security more efficiently by using role based security
Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, General ERP, Security

8:00am CDT

(172) Best Practices to Streamline your Day-to-Day Operations
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
Are you spending more time chasing anomalies than understanding your overall operations? This session explores the fundamental question of whether organizations should focus on exception management or comprehensive process oversight—and when each approach matters most. Drawing on CSD's historical strength in exception-driven management, we'll examine how modern systems and reporting mechanisms...
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Speakers
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As Secretary of the TUG Board and Senior Vice President at Midwest Wheel Companies, a leading heavy-duty truck parts distributor. In his role, my focus is on leveraging technology to drive competitive advantage and operational efficiency across the business.At Midwest Wheel, I lead... Read More →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Project Management

8:00am CDT

(224) Order Entry Optimization
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
This session explores strategies for order entry optimization. Whether it's improving the workflow or understanding how order entry impacts other components of the business, opportunities exist for enhancing this fundamental activity of your operation. Ultimate goal? Improving order entry for employee satisfaction and improved customer service.
Speakers
avatar for Lauren Bruckler

Lauren Bruckler

Consultant, ASW Global Consulting


Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry

8:00am CDT

(278) The most important function in CSD - Receiving!!!
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
CSD is an "Inventory Management System" and where does Inventory start in your system? RECEIVING!!!!!!! This session emphasizes a fundamental truth often overlooked in Infor CSD implementations: accurate inventory management begins at the receiving dock. Participants will discover why receiving is arguably the most critical function in CSD and how proper receiving practices cascade through every...
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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 →
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

8:00am CDT

(325) CSD Has a New Architecture, Now What?
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
A new architecture can feel disruptive—or it can be the foundation for harmony across performance, extensibility, and upgrades. This session demystifies what’s changed in CSD, what it means for integrations, personalization, reporting, and operational stability, and how distributors should adjust their plans. You’ll get a clear checklist for what to review, what to modernize, and how to...
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Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Technical

8:00am CDT

(338) Extensibility Training 101
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
An introduction to extensibility and the ability to customize the ERP system. We will discuss tips and tricks for beginners, dabble in more advanced extensibility, and review the administrative tools necessary to successfully pursue personalization and extensibility in CSD.
Speakers
AO

Andy Oberschmidt

Lead Software Engineer, Acumen Group

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Technical

8:00am CDT

(102) Introduction to M3-based Cloudsuites; What do you Get Not Being Available in CSD
Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
This session explores the differing ERP philosophies of M3-based CloudSuites and CSD, outlining common ground, key distinctions, functional limitations, and where each solution delivers unique value.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD
  CSDE / M3, General ERP

8:00am CDT

(901) Executive Summit Breakfast and Welcome
Tuesday May 19, 2026 8:00am - 9:00am CDT
TBD
Join your fellow Summit attendees for a private breakfast and a welcome and introduction to this year's agenda and speakers for the summit
Speakers
avatar for Kent Justice

Kent Justice

Emcee
Kent serves as the moderator and host for the Executive Summit at TUG CONNECTS 2026, a role he has held the past five years. Kent is a lifelong storyteller - which began with writing for a San Francisco area newspaper chain when he was 17 years old. Based in Jacksonville, Florida... Read More →
Tuesday May 19, 2026 8:00am - 9:00am CDT
TBD
  Executive Summit

8:45am CDT

Open time in Solutions Center
Tuesday May 19, 2026 8:45am - 10:30am CDT
TBD
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.
Tuesday May 19, 2026 8:45am - 10:30am CDT
TBD
  Common Activities, Meals / Refreshments / Networking

9:00am CDT

(609) Spark Session: AI in tax compliance: From Hype to Real Impact
Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 1, Solutions Center
AI is changing how tax teams manage compliance, but not all solutions deliver real value. This session explores where AI is already improving tax processes today, from classification to research and anomaly detection. Learn how to separate meaningful innovation from noise and identify practical ways to apply AI in your compliance strategy.
Speakers
avatar for Michael Dominguez, Avalara

Michael Dominguez, Avalara

Senior Strategic Alliance Manager, Avalara

Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Financial

9:00am CDT

(623) Spark Session: Grow Your Business, Not your Bad Debt
Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center
Midwest Wheel and 400+ distributors are using Wholesail to streamline the entire AR lifecycle — from credit applications and risk scoring to collections and payments — all on one platform. See how a no-cost, pre-built Infor CSD integration gives customers 24/7 account visibility and self-service payments, saves your AR team hours through automated reconciliation, and gives sales real-time...
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Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, AI & Automation, Financial

9:00am CDT

(902) AI Is a Leadership Issue, Not an IT Problem (Executive Summit Only)
Tuesday May 19, 2026 9:00am - 10:30am CDT
TBD
Generative AI is already shaping how organizations operate, make decisions, and manage risk, yet it is still often looked at as a technical initiative rather than a leadership responsibility. This session reframes AI as a shared priority for senior leaders, IT teams and staff, emphasizing how organizations can work collaboratively to guide AI decisions with clarity, trust, and accountability. ...
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Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Tuesday May 19, 2026 9:00am - 10:30am CDT
TBD
  Executive Summit

9:15am CDT

(513) AI + ERP in Action: Turning Data Into Decisions
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 2
Your ERP has the answers. The problem is getting to them. In this session, we’ll show how MCP connects AI directly to your ERP so you can ask questions in plain language and get instant insights, reports, and recommendations. No delays, no technical bottlenecks, just real-time access to the data that drives your business.
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is the Founder and CEO of Atwix, a B2B eCommerce agency with over 15 years of experience helping distribution companies connect their ERP systems with modern digital commerce. Atwix develops modern B2B buyer portals with deep ERP and eCommerce integrations, and has built AI-powered... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 2
  All ERPs, Partner Demo, AI & Automation, Reporting & Analytics

9:15am CDT

(523) Partner Demo - Cloudleap
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 3
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 3
  All ERPs, Partner Demo, Transportation Management

9:15am CDT

(524) EDI Enablement: Special Session for UniLink Customers & EDI Users
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 4
If you are already an active EDI user in Infor CSD or SX.e or a current UniLink customer, this is your session. We've set aside this time specifically to hear from you — what's working, what you'd like to see, what problems you need to solve, and where your EDI program is headed next. We'll spend time exploring EDI enablement opportunities that many of our customers haven't yet tapped —...
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Speakers
avatar for Sarah Butler

Sarah Butler

Director of Professional Services, Unilink
Waiting for description from Sarah Butler
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 4
  All ERPs, Partner Demo, AI & Automation, EDI

9:15am CDT

(526) UnForm v11: Enhancements and New Functionality
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 1
UnForm’s End-to-End Document Management Solution creates, captures, stores, retrieves, and delivers documents and the data they contain to automate business processes. UnForm’s integration with Infor Distribution ERPs can be deployed as either a complete Document Management Solution or as individual components to fill specific functionality needs. Licensing options include On Premise, SaaS and...
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Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI / UnForm

avatar for Allen Miglore

Allen Miglore

President, SDSI / UnForm

Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 1
  All ERPs, Partner Demo, AI & Automation, Document Management

9:15am CDT

(537) The End-to-End Operating AI for Distributors
Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 3
See how Canals automates workflows across Sales, Customer Service, Accounting, Purchasing, and Receiving to drive speed, accuracy, and consistency. You’ll get an in-depth look at our suite of AI tools used by over 100 distributors to win, keep and grow more customers. Key takeaways: How AI reduces reliance on manual processes and institutional knowledgeWhat a human-in-the-loop process looks like...
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Speakers
DC

Dylon Chafin, Canals

Account Executive, Canals

Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 3
  All ERPs, Partner Demo, AI & Automation, Sales / Quoting / Order Entry

9:15am CDT

(547) What Is The Network Advantage? How SPS Powers Your Business Across The Supply Chain
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 2
Ready to take your business to the next level? Join SPS Commerce for a live session on streamlining operations, improving visibility, and unlocking new revenue opportunities across the supply chain with our Network Advantage. With 300,000+ trading relationships, 750M+ transactions annually, and 400+ system automation partners, the SPS Network Advantage helps businesses stay compliant with evolving...
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Speakers
avatar for Brian Finks

Brian Finks

Strategic Channel Sales Manager, Infor, SPS Commerce
I am excited to connect with all TUG attendees- I am able to help discuss options for Infor users who encounter EDI needs with their customers, retailers or suppliers/vendors. SPS is the leading provider of automated EDI solutions for both the order-to-cash and procure-to-pay sides... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 2
  All ERPs, Partner Demo, AI & Automation, EDI

9:15am CDT

(549) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 3
Distributors today are balancing rising service expectations with increasing pressure on cash and margins. This session shows how leading organizations are transforming inventory from a reactive cost center into a strategic driver of growth. Attendees will learn how to adopt a more data-driven approach to planning, improve fill rates, and unlock working capital, along with a look at how AI is...
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Speakers
MB

Matt Bordes

Chief Revenue Officer, Blue Ridge Global

Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 3
  All ERPs, Partner Demo, Purchasing / Inventory Management, Ecommerce / Digital Marketing, Data Management

9:15am CDT

(551) Transforming Customer Engagement - Real-World Success with Infor CRM SLX and SX.e/CSD Integration
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 4
Join us for an in-depth session exploring how Infor CRM SLX can transform the way your teams manage customer relationships and drive revenue growth. See how built-in AI capabilities can explode your team's efficiency, delivering intelligent account analysis, actionable suggestions, an AI-powered assistant for instant lookups, and a personalized news feed for every account — all without leaving...
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Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
About SyncsiteOur approach
Our process is straightforward: we seek to understand the business first, build what is needed, ensure the solution can scale with growth and new technology, and support it over the long term.
Stability and longevity
With over 25 years in business, we offe... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Mockingbird 4
  All ERPs, Partner Demo, Reporting & Analytics

9:15am CDT

(503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services
Tuesday May 19, 2026 9:15am - 9:45am CDT
Broadway A-B
Managing payments across disconnected systems creates unnecessary complexity, manual data entry, and risk for distribution businesses. In this session, Kodaris will demo its turnkey payments platform — purpose-built to work inside Infor Distribution ERPs. Demo and discussion topics will include: AR Customer and Payment portalsEmbedded CSD payment processing (Card Present and Not...
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Speakers
avatar for Tony Zakula

Tony Zakula

CEO, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Broadway A-B
  CSD / SX.e, Partner Demo, AI & Automation, Financial, Ecommerce / Digital Marketing, Financial

9:15am CDT

(505) From BOMs to browsers: building websites that work as hard as your ERP
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 1
Your ERP already holds the data your customers need — real-time inventory, job status, complex part configurations, BOM structures, pricing, and more. What if your website could surface all of it in a sleek, intuitive experience that makes doing business with you effortless? In this live demo session, we'll pull back the curtain on websites we've built for B2B organizations just like you —...
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Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 1
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing

9:15am CDT

(508) TWL Housekeeping Dashboards with ASW Global Consulting
Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 5
How do you know if your warehouse operation is running optimally? This session explores ASW's TWL Housekeeping Dashboard - a collection of essential, real-time TWL metrics to help supervisors and managers quickly assess strengths and weaknesses and prioritize workflow.
Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
avatar for Lauren Bruckler

Lauren Bruckler

Consultant, ASW Global Consulting


AP

Alex Parisi

Business Analyst, ASW Global Consulting

Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 5
  CSD / SX.e, Partner Demo, WMS / ISM / Operations

9:15am CDT

(517) What's New in CD Marketplace
Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 1-2
Central Data has developed a catalog of enhancements for CloudSuite Distribution. Join Daryl and see what's new in CD Marketplace. Our extentions and SaaS offerings can streamline workflows, enhance functionality, and address last-mile gaps not covered out of the box including: CD Audit, CD Schedule, CD Ship, CD Search, Display Calculations, Updatable Grid, Display Acronyms and many more.
Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 35 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e / CSD for 25 years.

He joined Central Data i... Read More →
Tuesday May 19, 2026 9:15am - 9:45am CDT
Cumberland 1-2
  CSD / SX.e, Partner Demo, General ERP

9:20am CDT

(607) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 1, Solutions Center
FieldOffice has expanded beyond the iPad. With FieldOffice for iPhone, your team gets real-time, mobile access to Infor CloudSuite Distribution and SX.e — empowering them to quote, sell, and service customers anywhere, anytime, with no extra hardware and no extra bag. This session will feature FieldOffice running on a phone, the device your sales reps already carry every day. We'll also...
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Speakers
avatar for Lance Melnik, Expertek Systems

Lance Melnik, Expertek Systems

Director of Professional Services, Expertek Systems

Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 1, Solutions Center
  CSD / SX.e, Spark Session, Sales / Quoting / Order Entry

9:20am CDT

(621) Spark Session: From ERP-Centric to Customer-Centric: Why Ecommerce Is Now a Core System
Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center
Your ERP runs the business. Ecommerce grows it. For too long, ecommerce has been treated as a channel bolted onto the ERP, leaving marketing teams waiting on IT and customers navigating clunky interfaces that were never built with them in mind. In this session, we explore why ecommerce is no longer just a storefront, but the critical customer interaction layer that transforms ERP data into real...
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Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing

9:40am CDT

(615) Spark Session: Power BI vs Birst - Analytics Architecture Explained
Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center
Explore the analytics options available to Infor CloudSuite Distribution customers and understand the key differences between Birst, Power BI and modern analytics architectures. This session will cover: • how data can be accessed and extracted from the Infor MT Data Lake • common architecture patterns for Infor analytics • the tools and components typically involved • the role of ETL,...
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Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Reporting & Analytics

9:40am CDT

(620) Spark Session: Why Fixing Your Internal Warranty Process Will Never Be Enough
Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center
This session explores why symmetry is your biggest Customer Experience opportunity and why AI is the only solution that can fix both sides at once. In every other transaction, your operational pain is invisible to your customer. For example, they order how they want and you absorb the friction. Returns break that pattern: for the first time the pain is mutual, which makes automation not just an...
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Speakers
BF

Ben Firman, Continuum

Sales, Continuum

Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Purchasing / Inventory Management

10:00am CDT

(611) Spark Session: Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and...
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Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing, Data Management

10:00am CDT

(614) Spark Session: AI for CSD - The Formula for Success
Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center
Whether you are AI curious or already an expert, the key to successfully leveraging AI to extend and enhance CSD is to keep it actionable, secure and results-driven. In this session we will review the best practices to do just that. We will also review AI extensibility options and existing plug-and-play modules. Spend 15 minutes and discover what's possible in AI for CSD.
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, AI & Automation, Technical

10:30am CDT

General Session in the Country Music Hall of Fame Theater
Tuesday May 19, 2026 10:30am - 12:00pm CDT
TBD
TUG Keynote Presentation with Josh Linkner. Josh is a five-time tech entrepreneur, New York Times bestselling author, and jazz guitarist, bringing The Music of Business to life on the TUG CONNECTS 2026 stage. Blending lessons from the improvisational world of jazz with insights from his book Big Little Breakthroughs, Josh reveals how everyday creativity fuels extraordinary results. Get ready for...
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Speakers
avatar for Josh Linkner

Josh Linkner

Josh Linkner – a New York Times bestselling author – is a rare blend of business, art, and science.On the business front, Josh Linkner’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s... Read More →
Tuesday May 19, 2026 10:30am - 12:00pm CDT
TBD
  Common Activities, General Session

12:00pm CDT

Lunch in Legends Ballroom
Tuesday May 19, 2026 12:00pm - 1:15pm CDT
TBD
Join us for a healthy lunch in the Legends Ballroom (2nd floor)
Tuesday May 19, 2026 12:00pm - 1:15pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

1:15pm CDT

(519) Gain Clearer Financial Insights from your Infor Data
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 5
This demo session highlights what's new in Phocas Financial Statements and Budgets & Forecasts — and shows how the latest features make financial reporting, planning, and collaboration faster and more flexible than ever. Key Takeaways: 1. Real-time financial visibility, directly from your Infor data. See how Phocas Financial Statements eliminates the manual effort of linked spreadsheets and...
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Speakers
JT

Jordena Tibble

Product Manager, PHOCAS

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 5
  All ERPs, Partner Demo, Reporting & Analytics, Financial

1:15pm CDT

(521) Simplify Exemption Certificate Management and Reduce Audit Risk
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 4
Managing exemption certificates manually can create gaps, errors, and audit exposure. In this demo, see how Avalara Exemption Certificate Management helps automate collection, validation, and storage of certificates. Learn how to centralize your process and improve compliance with less manual effort.
Speakers
avatar for Stephen Swagerty

Stephen Swagerty

Snr. Sales Executive, Avalara

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 4
  All ERPs, Partner Demo, Financial

1:15pm CDT

(525) Get Paid in Full: How Purpose-Built EDI Eliminates Chargebacks for Infor Distributors
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 1
How Infor CSD, CSDE & SX.e Users Are Protecting Margins with EDI Every distributor knows the sting of an EDI chargeback - they are one of the most persistent margin challenges you may face. Pinpointing where data breaks down and closing that gap is what stops chargebacks, rejected shipments, and fulfillment delays at the source. For years, UniLink has worked with Infor Distribution users, and...
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Speakers
avatar for Sarah Butler

Sarah Butler

Director of Professional Services, Unilink
Waiting for description from Sarah Butler
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 1
  All ERPs, Partner Demo, AI & Automation, EDI

1:15pm CDT

(528) The Best Just Got Better — Introducing the New AI-Enabled WebAccess
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 2
For more than 26 years, MaxRecall has helped wholesale distributors bring order to document chaos—improving visibility, tightening processes, and reducing the hidden costs buried in manual workflows. That foundation hasn’t changed. What has changed is how far we can now take it.We’ve redesigned WebAccess with a clear objective: make document-driven processes faster, more accurate, and easier...
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Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall Technologies

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 2
  All ERPs, Partner Demo, AI & Automation, Document Management

1:15pm CDT

(532) Beyond Your ERP: Transforming Accounts Receivable with AI
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 3
Your ERP was built to manage your business — but it wasn't built to run your AR department. Join us to explore how AI is closing the gap: automating cash application, streamlining collections, and giving AR teams back the time they spend on manual work. We'll also take a look at Billtrust's current capabilities and what's coming on the roadmap — so you leave with a clear picture of what's...
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Speakers
MT

Matt Thomas

Senior Solutions Consultant, Billtrust

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 3
  All ERPs, Partner Demo, AI & Automation, Financial

1:15pm CDT

(553) Easier PO Management in CSD with SourceDay
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 6
Volatility has become a permanent challenge for distributors running CloudSuite Distribution. In this session, Clint McRee, Co-founder and Chief Strategy Officer at SourceDay, will show how SourceDay–Infor's only certified supplier portal for CSD–modernizes supplier collaboration to keep PO data accurate and up to date. Learn why manual PO processes and email-based communication fail, and how...
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Speakers
avatar for Clint McRee

Clint McRee

Co-founder & Chief Strategy Officer, SourceDay, Inc

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 6
  All ERPs, Partner Demo, AI & Automation, Purchasing / Inventory Management

1:15pm CDT

(506) From BOMs to browsers: building websites that work as hard as your ERP
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2
Your ERP already holds the data your customers need — real-time inventory, job status, complex part configurations, BOM structures, pricing, and more. What if your website could surface all of it in a sleek, intuitive experience that makes doing business with you effortless? In this live demo session, we'll pull back the curtain on websites we've built for B2B organizations just like you —...
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Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing

1:15pm CDT

(507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2
See EBizCharge in action with a live demo showcasing how it integrates seamlessly within CSD. From processing payments to reconciling transactions, discover how EBizCharge eliminates manual work and keeps your team working entirely within CSD. Key Takeaways: See the integration firsthand — Watch how EBizCharge works natively inside CSD, from payment processing to automatic posting.Explore a full...
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Speakers
avatar for Matt Rogers

Matt Rogers

Vice President of Strategic Alliances, EBizCharge
I've been with EBizCharge for over 10 years and have heard from many Infor users the need for a payment solution that works directly inside CSD without relying on bridges or disconnected tools. I worked closely with the Infor team as we built out our Infor CSD payment solution, and... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2
  CSD / SX.e, Partner Demo, AI & Automation, Financial

1:15pm CDT

(509) Modernizing Payment Processing in Infor CloudSuite Distribution with Securely
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Broadway A-B
Payment processing is a critical part of the order-to-cash cycle, yet for many distributors it still operates outside the core ERP workflow. As transaction volumes grow and expectations around automation, security, and cost control increase, distributors are looking for ways to bring payment management directly into Infor CloudSuite Distribution (CSD). In this 30-minute session, ASW Global...
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Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Broadway A-B
  CSD / SX.e, Partner Demo, AI & Automation, Financial

1:15pm CDT

(510) Customer ROI: How Customer Stratification and ProSales Help You Maximize Your Customer Base
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 1
Not all customers are created equal, and their value to your business should be reflected in their pricing. Factors like muscle memory, gut feeling, last price paid, emotional attachment, squeaky wheel syndrome, and likeability bias can often lead to pricing customers below their true worth. Join us for this crucial session as we delve into customer stratification, reveal its significance for your...
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Speakers
avatar for Tim Plotner

Tim Plotner

Director of Development, Earnest & Associates
Tim Plotner is Director of Development at Earnest & Associates.  Tim’s 40-year career has focused on serving the SMB wholesale distribution marketplace designing and delivering ERP and business analytics software.  Tim joined E&A in 2018 to develop advanced productivity and profitability... Read More →
avatar for Brian Lombardo

Brian Lombardo

Vice President, Earnest & Associates
Brian Lombardo is Vice President of Profitability and Productivity at Earnest & Associates. He’s spent over 30 years in distribution, working at the intersection of operations and technology to help companies improve profitability and productivity.

Brian spent 20 years with one of the largest bearing and power transmission distributors in North America, followed by six years at Infor, where he led strategy for their distribution solutions and several related edge products. Earlier in his career, he also worked directly with... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 1
  CSD / SX.e, Partner Demo, Reporting & Analytics, Financial

1:15pm CDT

(512) Partner Demo - NSA
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2
  CSD / SX.e, Partner Demo

1:15pm CDT

(515) Frictionless and Simplified E-commerce with Expertek’s FieldRep:  Text Message-based Agentic AI  
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 3
Your customers aren't downloading apps, remembering passwords, or navigating portals from a muddy crawl space. They're texting. FieldRep by Expertek puts your entire Infor CSD system — inventory, pricing, ordering, account balances — in your customers' pocket via simple text message. In any language. 24/7. No training required. In this session, you'll see FieldRep live, text it yourself from...
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Speakers
avatar for Jeremiah Curtis

Jeremiah Curtis

Director of Operations, Expertek
Jeremiah Curtis is Director of Operations at Expertek Systems Inc., where he leads the professional services and support teams serving the Infor distribution community. With nearly 30 years in enterprise technology — including over two decades at Infor Global Solutions — Jeremiah... Read More →
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 3
  CSD / SX.e, Partner Demo, AI & Automation, Sales / Quoting / Order Entry

1:15pm CDT

(530) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 3
Manual spreadsheets are still the backbone of commission, bonus, and rebate programs for many organizations—leading to errors, delays, disputes, and lost trust. In this session, attendees will learn how organizations using Infor CSD are replacing spreadsheet-driven incentive processes with automated, datadriven systems that handle complex commission, bonus, rebate, and royalty calculations with...
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Speakers
avatar for Marty Rhodes

Marty Rhodes

Product Manager, Single Source Systems

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 3
  CSD / SX.e, Partner Demo, Reporting & Analytics, Financial

1:15pm CDT

(533) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 4
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and...
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Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 4
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing, Data Management

1:15pm CDT

(535) Bid Prep for CloudSuite Distribution
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 4
Join us for a live demonstration of Bid Prep for CSD, which automates the creation, tracking and fulfillment of your bids. This is a robust, high value module that is a necessity for any Distributor that goes beyond short term quotes and is generating proposal-style bids. By automating the proposal process your company can generate more quotes in less time, and enable your sales team to engage in...
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Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Mockingbird 4
  CSD / SX.e, Partner Demo, Sales / Quoting / Order Entry

1:15pm CDT

(538) Warranty: The HVAC and Plumbing Distribution Problem Everyone Has
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 5
See how leading Infor distributors stopped bleeding margin and started winning contractors with AI Warranty Processing. Warranty is the most universally despised process in HVAC - manual, disconnected systems at every layer of the supply chain create a margin killer for distributors: claims falling through the cracks at the counter, missed vendor credits, 45-day reconciliation cycles, and...
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Speakers
avatar for Ben Firman, Continuum

Ben Firman, Continuum

VP of Sales, Continuum

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 5
  CSD / SX.e, Partner Demo, Purchasing / Inventory Management

1:30pm CDT

(903) Open Roundtable with Keynote Presenter Josh Linkner (Executive Summit Only)
Tuesday May 19, 2026 1:30pm - 2:15pm CDT
TBD
This engaging session is a roundtable and follow-up to the general session presentation from our keynote speaker, Josh Linkner. Josh s a dynamic entrepreneur, New York Times bestselling author, and one of today’s most compelling voices on innovation and creative leadership. As a five-time tech founder and venture capitalist, Josh brings real-world insight into how organizations can thrive amid...
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Speakers
avatar for Josh Linkner

Josh Linkner

Josh Linkner – a New York Times bestselling author – is a rare blend of business, art, and science.On the business front, Josh Linkner’s been the founder and CEO of five tech companies, which created over 10,000 jobs and sold for a combined value of over $200 million. He’s... Read More →
Tuesday May 19, 2026 1:30pm - 2:15pm CDT
TBD
  Executive Summit

2:00pm CDT

(105) Current Distribution Trends, Challenges and Opportunities - And How CloudSuite will Help Prepare you for 2027
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Distributors are navigating margin pressure, customer experience demands, labor constraints, and accelerating digital expectations. This session connects today’s trends to what’s coming next—and how CloudSuite helps you build a harmonized strategy for 2027 readiness. We’ll cover where leading distributors are investing (automation, visibility, data-driven decisions, integration, and AI)...
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Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, General ERP

2:00pm CDT

(127) What the Heck is Agentic AI and How do you Get it?
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Agentic AI promises more than answers—it promises action. In distributor terms: fewer handoffs, faster resolutions, and more work completed autonomously under human guidance. This session breaks down what agentic AI is, what it is not, and how to approach it safely so you create harmony between automation and control. Learn the building blocks (data, workflows, security, governance), the best...
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Speakers
SV
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, AI & Automation

2:00pm CDT

(138) Overview of Robotic Process Automation and Infor Document Processor Solution
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
This course provides an overview of our Robotic Process Automation (RPA) and the Infor Document Processor (IDP) solution, focusing on automating repetitive tasks and document-driven workflows. We'll explore how to design, configure, and deploy automation using Infor tools, with practical examples that connect concepts to real-world scenarios. We'll also touch on the new features that have come to...
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Speakers
avatar for Somasundaram, Rohan

Somasundaram, Rohan

Senior Product Manager, Infor

I am technology and strategy professional based in New York City, currently in the role of Senior Product Manager on the Infor OS Platform team at Infor. I focus on owning the product strategy for Infor's IDM (Document Management) and IDP (Document Processor for OCR) capabilities... Read More →
avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, AI & Automation

2:00pm CDT

(143) Excel, Reimagined: Using Copilot and AI to Work Faster and Smarter
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Excel is evolving from a spreadsheet tool into an AI-powered workspace. This session explores how tools like Microsoft Copilot are changing the way professionals analyze data, generate insights, and work more efficiently inside Excel, while also looking beyond Copilot to other AI-enabled tools and platforms. Participants will see practical examples of how large language models can assist with...
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Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, AI & Automation

2:00pm CDT

(174) Train the Trainer
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
The presentation will explore the crucial role of Train the Trainer programs in organizational success. These programs are designed to empower employees by equipping trainers with the necessary skills and knowledge to effectively teach others. By enhancing the capabilities of in-house trainers, organizations can ensure consistent and high-quality training, leading to improved employee performance,...
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Speakers
avatar for Brian Munday

Brian Munday

Consultant, ASW Global Consulting
I am not just a consultant, I know warehousing .
I have spent my entire career in warehoiusing an distribution. I started on the assembly floor and working my way through every job in the warehouse.
With twenty years of experience in warehousing, distribution, purchasing, project management, and software implementations, I’ve developed the ability to see all sides of a problem and come up with creative, complete solutions.Continuous improvement isn’t just a slogan for me. If y... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, Project Management, WMS / ISM / Operations

2:00pm CDT

(262) Infor Document Management for Users & Administrators
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Infor Document Management (IDM) provides a central repository of documents, with many ways of accessing and uploading documents, for users. Backend Administration for IDM has many available settings and tools, including but not limited to: ACL’s, API’s Control Center, Utilities JAR, and Stream Serve Adapter.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, Document Management, Technical

2:00pm CDT

(270.1) Best Practices Inventory Management with Grant W. Howard: Part 1 – Improving Product Availability and Customer Fill Rate (Part 2 occurs at 3:30pm Tuesday)
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and...
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Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, Purchasing / Inventory Management

2:00pm CDT

(403) Real Results from Real Data: How Central Pro Supply Grows with Phocas
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA
Holly Horner from Central Pro Supply shares the measurable impact Phocas has had across her distribution business — from recovering missed rebate dollars and improving margin visibility, to elevating sales performance and identifying entirely new revenue categories. Along the way, she'll share how Phocas helped transform Central Pro Supply into a data-driven organization where every department...
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Speakers
avatar for Alexa West

Alexa West

Account Executive, Phocas Software
Passionate about helping Infor customers save time on reporting and uncover better insights from their business data.

avatar for Holly Horner

Holly Horner

Director, Information Systems, Central Pro Supply
I'm Holly Horner, Director of Information Systems at Central Pro Supply — a family-owned wholesale distributor supplying the green industry across 63 branches and counting. Over my 17 years with the company, I've had a front-row seat to significant growth in both revenue and reach... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA
  All ERPs, Case Study

2:00pm CDT

(404) When the Digital Journey Feels Unclear: The Turtle Case Study in Finding Clarity, Priorities, and ROI
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA
Turtle partnered with Americaneagle.com to drive alignment and momentum across a connected set of ecommerce, ERP, CRM, and marketing initiatives. This session will show how Turtle's leadership team turned a defined set of priorities into a practical roadmap focused on measurable near-term progress, ROI visibility, and phased execution. You will see how stakeholder workshops, site audits, backlog...
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Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBA
  All ERPs, Case Study, eCommerce / Digital Marketing

2:00pm CDT

(100.1) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Wednesday)
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
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:Share in our success...
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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 →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, General ERP

2:00pm CDT

(201) GL Accounts Setups, R&D Operator and Journal Originations
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
This session provides a comprehensive overview of General Ledger account configuration and automation within CSD. We will explore how to properly set up and maintain GL accounts, understand the role and functionality of the R&D (Revenue and Distribution) Operator in automating journal entries, and learn the system logic that determines which GL accounts are selected for various transactions. The...
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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 →
TM

Tara Morrow

Senior Applications Systems Analyst, McNaughton-McKay Group

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Financial

2:00pm CDT

(209) Managing Tariffs
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Needing to understand how manage tariffs has been increasingly important in the current environment. Learn what your options are in CSD
Speakers
avatar for Scott Smithson

Scott Smithson

SVP Consulting & Project Mgmt, Central Data
I’ve been using CSD/Trend/SX.e for more than 30 years, 20 of which as a consultant. I’ve been involved in several dozen implementations and have assisted many more companies with their systems, processes, and use of the software. I have a passion for change management and the... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Financial

2:00pm CDT

(210) Basic Pricing Setup - How the Hierarchy Works and How to Set It Up
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
This session focuses on the hierarchy so that you have a full understanding of how pricing works. This provides you with the perfect stepping stone to building a 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 →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Pricing / Margin Management

2:00pm CDT

(222) Understanding Promise Dates and Ship Dates
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Control the dates that drive order fulfillment: Requested Ship Date (when customers want it) and Promise Date (when you'll actually ship it). Learn how these dates flow across headers and lines to orchestrate your fulfillment workflow from entry to delivery.
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 →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry

2:00pm CDT

(380) Hands-on Lab - CSD Extensions
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
Extensibility is a technical way to make simple changes with no coding or more complex changes such as completely new functions or adding new data to an existing function. Complex extensions require expertise of JavaScript. This session will review basic Extensions and extension management. Attendees will have the opportunity to build their own extension in the lab!
Speakers
avatar for Jim Hatch

Jim Hatch

Senior Consultant, Tridex Systems
Jim Hatch is s 35 year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Hands-On Lab, Technical

2:00pm CDT

(148) User Experience Overview
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
An overview of User Experience technologies available across M3 CloudSuites, with practical use cases and examples demonstrating how and why to apply them effectively
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.

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD
  CSDE / M3, General ERP

2:45pm CDT

Afternoon Break in the Solutions Center
Tuesday May 19, 2026 2:45pm - 3:30pm CDT
TBD
Come to the exhibit hall for snacks, drinks and time to visit with a sponsor or two.
Tuesday May 19, 2026 2:45pm - 3:30pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

2:45pm CDT

(904) The Leadership Advantage: Mindset, Skills, and Influence (Executive Summit Only)
Tuesday May 19, 2026 2:45pm - 4:15pm CDT
TBD
Many leaders in the distribution industry rise into management roles through technical expertise and operational excellence. Yet few are given the opportunity to develop the leadership mindset, people skills, and communication capabilities that drive sustained team performance. This session explores how effective leadership is less about authority and more about influence. Executives will gain...
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Speakers
avatar for Mark Rhodes

Mark Rhodes

Speaker and Author
Mark Rhodes is a mainstream published author, international speaker, entrepreneur and business mentor. He has been there and done it himself in business and now helps others do the same.

He has also been featured in many mainstream publications and magazines. Both of Mark’s main... Read More →
Tuesday May 19, 2026 2:45pm - 4:15pm CDT
TBD
  Executive Summit

3:00pm CDT

(605) Spark Session: Where Are You Losing Revenue in Your ERP? (Live Preview)
Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center
Most manufacturers and distributors rely heavily on their ERP systems but only use a fraction of their capabilities to drive revenue. In this session, we’ll walk through a quick framework to identify where businesses are losing efficiency, missing opportunities, and limiting growth within their current ERP and buying experience. This is a live preview of the ERP Revenue Audit we’re offering at...
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Speakers
avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Financial

3:00pm CDT

(608) Spark Session: FieldOffice for iPhone — Real-Time CSD Ordering, Right in Your Pocket
Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 2, Solutions Center
FieldOffice has expanded beyond the iPad. With FieldOffice for iPhone, your team gets real-time, mobile access to Infor CloudSuite Distribution and SX.e — empowering them to quote, sell, and service customers anywhere, anytime, with no extra hardware and no extra bag. This session will feature FieldOffice running on a phone, the device your sales reps already carry every day. We'll also...
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Speakers
avatar for Lance Melnik, Expertek Systems

Lance Melnik, Expertek Systems

Director of Professional Services, Expertek Systems

Tuesday May 19, 2026 3:00pm - 3:15pm CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Sales / Quoting / Order Entry

3:30pm CDT

(135) Infor Process Intelligence: A High-level Overview of the Catalogue, Modeler, and Mining capabilities.
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
This session provides a high-level overview of Infor Process Intelligence, highlighting its three core capabilities: the Catalogue, Modeler, and Mining. Attendees will learn how the Catalogue offers industry-specific business processes to streamline implementations, how the Modeler enables customization and extension of the industry process catalog to meet unique business needs, and how Mining...
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Speakers
avatar for Siddharth Chalasani

Siddharth Chalasani

Manager, Product Management, Infor
Siddharth Chalasani is a Manager of Product Management at Infor, leading the Infor Process Intelligence portfolio with a focus on process mining and intelligent automation. With a career that began in consulting, Siddharth implemented Infor ERP solutions across multiple industries... Read More →
avatar for Suresh Jayaraman

Suresh Jayaraman

SVP of Product Management, Infor
Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, AI & Automation

3:30pm CDT

(160) People, Process, THEN Technology- Effective Change Management
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Successful transformation doesn’t start with technology—it begins with people and processes. This session highlights the essential role of change management in driving lasting improvements and achieving operational success. Key Takeaways: The Role of People: Understanding how leadership, team dynamics, and user adoption are the foundation of effective change. Learn how to engage and empower...
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Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Leadership / Workplace Culture

3:30pm CDT

(244) Data Governance & the Golden Record in the Multiverse
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
This will be an interactive session. Attendees will be expected to bring their Dirty Data scenarios and be prepared to conquer them once and for all or at least figure out a strategy to start the cleaning process. We will Discuss tips and tricks and the importance of clean data and having the golden record. Every aspect of your Business deals with Data and we will uncover all the touch points...
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Speakers
HC

Heather Clark

ERP Technical & Business Solutions Change Manager, York Factory Direct, a Bosch Company

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Data Management

3:30pm CDT

(260) From Paper to Process: Automate Document Workflows Using Infor OS Velocity
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Paper, PDFs, and email attachments create friction across order entry, purchasing, receiving, and AP. This session shows how Infor OS Velocity orchestrates documents and decisions in harmony, turning slow handoffs into streamlined, trackable workflows. See how distributors can reduce cycle time, eliminate rekeying, improve audit readiness, and increase throughput—without adding headcount. Walk...
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Speakers
avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Document Management

3:30pm CDT

(270.2) Best Practices Inventory Management with Grant W. Howard: Part 2 – Decreasing Inventory, Freight, and Transactional Costs (Part 1 occurs at 2pm Tuesday)
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and...
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Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Purchasing / Inventory Management

3:30pm CDT

(352) Infor OS API Gateway
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
ION API can be used for internal or external resources and is a vital piece for many integrations. Join this session to find out why, as we cover the Standard API’s available for the common Infor Applications and Components. We will also review Third-Party API’s, OAuth Security, and how to test against the API’s for development purposes.
Speakers
avatar for Brandon Watson

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Technical, AI & Automation

3:30pm CDT

(401) How Companies on CSD Are Getting More From What They Already Own | A Back to Birst Session
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
All Infor CSD customers have Birst. Not all of them are using it to its potential. Since Dragon Pack launched in 2023, Agile Dragon Group has worked with distributors across the country to turn their standard Birst license into a genuine platform for operational and financial change — without new software, without data leaving their Infor environment, and without the implementation risk that...
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Speakers
avatar for “Birst Bill “Payne

“Birst Bill “Payne

Founder - CEO, Agile Dragon Group
Reporting & Analytics, Birst Products & Consulting, Infor Product Partner
avatar for Ching Cooper

Ching Cooper

Financials and M3 Product Owner, Agile Dragon Group
In my 20+ years of professional experience, I'm always looking to bridge business and technology. Business users have trusted me to understand their processes, problems, and expectations for using information and implementing technology to meet their expectations. I've led over 100... Read More →
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  All ERPs, Case Study, Reporting & Analytics, Financial

3:30pm CDT

(112) Getting the most from CSD: Commonly Under-used Features
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Many powerful features often go unnoticed, leaving untapped potential on the table. In this session, we’ll uncover the most underused functionalities within CloudSuite Distribution
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 →
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 →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, General ERP

3:30pm CDT

(123) Extending CSD with AI : The Latest AI Technologies and How to Apply Them
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
AI is already reshaping how distributors operate, serve customers, and scale expertise. This session explores how today’s AI tools can extend and enhance CSD without losing the human element. What you’ll learn: • Key AI technologies impacting distribution right now • How AI can augment CSD to improve speed, accuracy, and consistency • Practical ways to apply AI across your team •...
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Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

AO

Andy Oberschmidt

Lead Software Engineer, Acumen Group

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, AI & Automation, Technical

3:30pm CDT

(130) AI: Uncovering Your Businesses Patterns
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
For the third year, we overview the latest AI technologies that are developing and their applications to distribution.

For the first year, we will explore a functional set of P.E.A.R.L.S - Practical Examples of Agents in Real Life Systems, which demonstrate workflows where human and agent work together to get more done across several ERP domains.
Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, AI & Automation, Infor OS

3:30pm CDT

(141) Leveraging all Levels of Reporting within the CSD GL Module
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Presenting all the way you can slice and dice the information, straight from the GL mapping options, allowing you to leverage the fully imbeded reporting fonctionalities. We will take a look at different ways to separate (or group) divisions, locations, regions, departements, cost centers, etc.
Speakers
avatar for Valerie Vivier

Valerie Vivier

Business Consultant, NSA
With over 25 years of experience in the finance and accounting field, Valerie has an in-depth understanding of reporting requirements, corporate processes, and executive motivations. Throughout her career, she has participated in multiple M&A integrations and has firsthand experience... Read More →
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, Reporting & Analytics, Financial

3:30pm CDT

(214) Managing Pricing records using PDEM
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
This presentation provides a comprehensive guide to managing pricing records through the PDEM (Pricing Data Entry and Maintenance) module within Infor Customer Service Desk (CSD). It covers the essential processes and best practices for creating, updating, and maintaining accurate pricing information to ensure proper billing and revenue management. Attendees will learn how to navigate the PDEM...
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Speakers
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC
I've been in the Industrial Distribution industry for 35 years. I enjoy solving problems and love change.  I find new technology fascinating.  Talking about distribution is a passion.
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, Pricing / Margin Management

3:30pm CDT

(226) Infor CPQ (Configure Price Quote) - Picture What's Possible
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Visualization has revolutionized how sales teams and customers build quotes and experience products long before an order is placed. From stunning photorealistic images and immersive 3D models to augmented reality and automated 2D/3D CAD, modern visualization tools are transforming the way manufacturers sell. The payoff? Fewer costly mistakes, faster decisions, and profit margins that skyrocket....
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Speakers
avatar for Travis Theel

Travis Theel

Senior Solutions Consultant, Infor
Infor CPQ.  Increase sales.  Reduce costs.  Differentiate brand.
avatar for Konrad Gren

Konrad Gren

CPQ Solution Specialist, Infor


Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry

3:30pm CDT

(153) CSDe Velocity Suite examples
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
Discover how Value+ Solutions transform Customer Service & Distribution by combining innovative tools and data-driven insights to boost efficiency and drive growth. This session will show you what Value+ Solutions really are and how they optimize workflows while unlocking new business opportunities. Don’t miss the chance to learn how these solutions can elevate your CSDE operations from good...
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Speakers
AB

Andreas Barkarö

Product Manager, 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.

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSDE / M3, General ERP

3:30pm CDT

(372) Hands-on Lab: M3 Workspaces & Contextual Widgets – Enhancing Role-Based Views
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
In this hands-on Academy session, you will explore how Workspaces and M3 Widgets organize information and actions around specific roles. We will review standard Workspaces, understand how contextual widgets function, and demonstrate how to enhance a standard Workspace by adding and configuring additional widgets. By the end of the session, you will understand how Workspaces are structured and how...
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Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD
  CSDE / M3, Hands-On Lab, General ERP

4:15pm CDT

(905) Private Networking Break (Executive Summit Only)
Tuesday May 19, 2026 4:15pm - 5:00pm CDT
TBD
Enjoy this time as an open-roundtable discussion, exclusively for executive summit distribution executives to share insights, challenges, and strategies.
Tuesday May 19, 2026 4:15pm - 5:00pm CDT
TBD
  Executive Summit

4:30pm CDT

(121) How GenAI is Redefining the Enterprise Landscape
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Learn how GenAI has democratized AI landscape. This session will overview what GenAI can and cannot do for enterprise and will give you a clear view of embedded GenAI capabilities and discover the roadmap ahead.
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  All ERPs, AI & Automation

4:30pm CDT

(250) PDM, PIM, MDM- 3rd Party Tools for Managing Data.
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
PDM, PIM, MDM — the acronyms are everywhere, but what do they actually mean for your business, and how do you choose the right tool? This session demystifies the landscape of third-party data management solutions, breaking down the key differences between Product Data Management, Product Information Management, and Master Data Management. Whether you're evaluating vendors or simply trying to...
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Speakers
avatar for George Temple

George Temple

Relationship Manager, Kodaris


avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  All ERPs, Ecommerce / Digital Marketing, Data Management

4:30pm CDT

(320) Infor Platform Technology Overview
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Join for a high-level look at the core technologies that power the Infor platform and how they work together. Participants will explore the foundational platform services and extensibility options that support modern Infor solutions.

This session is ideal for technical and business audiences looking to better understand the platform’s capabilities and how to leverage them effectively.
Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Jill Papendick

Jill Papendick

Manager - Infor OS Global Enablement, Infor
I’ve spent the past 13 years at Infor working with Infor OS applications, especially Infor Data Fabric. I’ve recently moved into a Development role where I focus on building enablement content for customers, partners, and fellow Inforians. I’m always happy to chat about Infor... Read More →
avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  All ERPs, Technical

4:30pm CDT

(324) A Day in the Life of IT and Introducing CloudSuite Into Your Environment
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Finding more time in your day to manage an additional layer of technology with Infor OS will be challenging but the opportunity to integrate that technology into the business can and will provide great value for your company.
Speakers
avatar for Matt Petty

Matt Petty

President, Tridex Systems
At Tridex Systems we focus on Enterprise Cloud Services that complement and supplement our customers business and IT organizations.  As an Infor Alliance Partner and with a nationwide workforce experienced in application, development, technical and management consulting, our people... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  All ERPs, Technical, Data Management, General ERP

4:30pm CDT

(391) Women in Distribution: From Networking to Real Opportunities
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Join us for an engaging and energizing Women in Distribution (WID) Session, where meaningful connections go beyond introductions to become real career connections. In this interactive session, prominent female leaders in the distribution industry will share candid insights on how to truly leverage your network for growth, understanding, and advancement. Together, we’ll explore how to build...
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Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
avatar for Della Coffelt

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  All ERPs

4:30pm CDT

(170.1) Mergers & Acquisitions - Part 1 (Part 2 occurs at 4:30pm Wednesday)
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
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 →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, Project Management, Financial

4:30pm CDT

(208) Closing the Loop on AP: Managing ACH, Credit Cards, and Vendor Payments
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Managing vendor payments can feel messy, especially when juggling credit cards, ACH, checks, and rebates. This session will walk through best practices for setting up and managing electronic payments in AP, including credit card handling, ACH workflows, and how to simplify reconciliation. Learn how to streamline the process, tighten controls, and take the stress out of vendor payments
Speakers
avatar for Brian Kelly

Brian Kelly

Consultant, Acumen Group

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, Financial

4:30pm CDT

(218) Infor Pricing Intelligence: Learn What it is and How it can Benefit Your Company
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Infor Pricing Intelligence helps companies make smarter, more consistent pricing decisions using data-driven recommendations and market insights. In this session, you’ll learn what the solution is, how it works, and how it helps organizations protect margin, respond to market changes, and support sales with greater confidence.
Speakers
avatar for Sandeep Anand

Sandeep Anand

Vice President, AI, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, Pricing / Margin Management

4:30pm CDT

(267) Connect the Docs: Custom IDM Document Types
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Learn how to use CSD event triggers and actions to move from reactive monitoring to proactive system management. This session shows real-world examples of detecting critical system activity and automatically notifying the right people before issues escalate. Walk away with practical tips to reduce manual checks, cut noise, and gain real-time visibility into what matters most.
Speakers
avatar for Andrew Miller

Andrew Miller

Managing Consultant, Aktion Associates
Lead developer of CSD and SX.e for the supply chain division of Aktion Associates. Core competencies include Infor ION and BOD development, CSD extensions for frontend functionality and backend Progress development and upcoming v12 PostgreSQL changes for CSD.
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, Document Management

4:30pm CDT

(314) WLIT & Daily TWL Housekeeping
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Small daily disciplines prevent big operational problems. This session covers WLIT and daily TWL housekeeping practices that keep your warehouse data, queues, labels, and processes in harmony. Learn what to monitor, what to clean up, and how to establish routines that reduce downtime, prevent inventory discrepancies, and improve system performance. Ideal for teams who want fewer surprises, faster...
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Speakers
avatar for Sara Arnould

Sara Arnould

Principle Consultant, Distribution, Infor
Sara joined Infor Distribution Business Consultant team in 1999. Coupled with her strong operational management background and life experiences in distribution, manufacturing and engineering, Sara is able to help end users understand and document their business process flow and meet... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

4:30pm CDT

(315) Proof of Delivery – POD Overview on CSD and Your Mobile Device
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Discover Infor's Proof of Delivery application included in your CSD subscription, and its core functionality—including route creation, driver mobile access, and distributor order visibility. Existing users will gain insights into recent enhancements and upcoming roadmap initiatives.
Speakers
avatar for Chani Wagh

Chani Wagh

Senior Solution Consultant, Infor
Chani Wagh is a Senior Solution Consultant at Infor, specializing in CloudSuite Distribution.  She has a degree in Operations Management from Baruch College and has been at Infor for seven years.

In her spare time, she enjoys playing with her daughter, tending to her orchid collection, reading Sci-Fi/Fantasy novels, and attending Broadway Shows... 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 →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations, Sales / Quoting / Order Entry

4:30pm CDT

(371) Hands-on Lab - CSD WebUI Basics: The New Look and Feel, and Basic Navigation
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
CloudSuite Distribution has been updated monthly, while SX.e has not been updated since August 2021. In this session we will take a look at the new Look and feel along with basic navigation across the environment.
Speakers
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 →
avatar for Andrea Watson

Andrea Watson

Project Manager, Tridex Systems
Andrea has 20+ years working with SXe / Infor WebUI & CSD as well as 5+ years working with all Infor OS products including Infor Service Management. She has experience working at various Infor customer distribution and Infor partner companies. Today, Andrea works at Tridex Systems... Read More →
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSD / SX.e, Hands-On Lab, General ERP

4:30pm CDT

(101) Roadmap for CSDE & Other M3 Cloudsuites
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
Discover the future of CSDE and M3 CloudSuites through a strategic roadmap session, highlighting long-term direction, emerging capabilities, and opportunities to co‑innovate early.
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

Tuesday May 19, 2026 4:30pm - 5:00pm CDT
TBD
  CSDE / M3, General ERP

5:00pm CDT

Happy Hour in the Solutions Center
Tuesday May 19, 2026 5:00pm - 6:30pm CDT
TBD
Join us in the exhibit hall for an informal reception with open bar and hors d'oeuvres, and a chance to meet our sponsor partners.
Tuesday May 19, 2026 5:00pm - 6:30pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking
 
Wednesday, May 20
 

7:00am CDT

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

7:00am CDT

Registration Desk Open
Wednesday May 20, 2026 7:00am - 6:00pm CDT
TBD
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
  Common Activities, Meals / Refreshments / Networking

8:00am CDT

(124) Fundamentals of Generative AI
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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...
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Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, AI & Automation

8:00am CDT

(132) Exploring Enterprise Automation with Infor
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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...
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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
  All ERPs, AI & Automation

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
TBD
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...
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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
  All ERPs, Leadership / Workplace Culture, Financial

8:00am CDT

(231) eCommerce Project Management: Prioritizing When Everything Is Urgent
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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),...
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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
  All ERPs, Ecommerce / Digital Marketing, Project Management

8:00am CDT

(350) Infor RPA & Microsoft Power Automate
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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
  All ERPs, Technical, AI & Automation

8:00am CDT

(406) Turtle Accelerates Quoting and Grows Their Top and Bottom Lines
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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: How Turtle automated quoting and order entry even without a...
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Speakers
avatar for Aung Latt

Aung Latt

Sales, Canals
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Case Study, AI & Automation

8:00am CDT

(146) Your Screen, Your Style: Personalizing CSD
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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...
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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
  CSD / SX.e, General ERP

8:00am CDT

(152) Value+ Solutions for CSD: What it Is and What it Does
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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...
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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
  CSD / SX.e, General ERP

8:00am CDT

(216) Advanced Pricing Setup and Strategies
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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
  CSD / SX.e, Pricing / Margin Management

8:00am CDT

(246) Cleaner Data, Better Decisions: Maintaining Product, Vendor and Customer Records
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
"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
  CSD / SX.e, Data Management

8:00am CDT

(275) Ordering Controls 101: Essential Keys for Managing Your Inventory
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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
  CSD / SX.e, Purchasing / Inventory Management

8:00am CDT

(281) TWL Inventory Counts
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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
  CSD / SX.e, Purchasing / Inventory Management, WMS / ISM / Operations

8:00am CDT

(302) ISM: Service Workflow Automation
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD
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
  CSD / SX.e, WMS / ISM / Operations

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
TBD
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
  CSDE / M3, Technical

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
TBD
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...
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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
  CSDE / M3, Hands-On Lab, General ERP

8:00am CDT

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

8:45am CDT

Open time in Solutions Center
Wednesday May 20, 2026 8:45am - 10:30am CDT
TBD
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
  Common Activities, Meals / Refreshments / Networking

9:00am CDT

(606) Spark Session: What’s Really Happening Between Your Systems?
Wednesday May 20, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center
Most companies rely on multiple systems, ERP, eCommerce, CRM, but lack visibility into how data actually flows between them. In this session, we’ll introduce you to Sirius, designed to connect and control your systems while giving you full transparency into your data. This is a quick look at how businesses can reduce errors, improve operations, and unlock more value from their existing...
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Speakers
FR

Francisco Reyes, Atwix

Sales Director, Atwix

Wednesday May 20, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center
  All ERPs, Spark Session, AI & Automation, Ecommerce / Digital Marketing, Data Management

9:00am CDT

(603) Spark Session: Game Changers! The CSD Extensions You Need to Know
Wednesday May 20, 2026 9:00am - 9:15am CDT
Theater 1, Solutions Center
This is the CSD extensions highlight reel you've been asking us for. We will review the year-over-year MVP's in CSD extensions + share our picks for the 2026 newcomers that you need to know about. This could be the most valuable 15 minutes you spend at TUG, so get this SPARK on your agenda now!
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Wednesday May 20, 2026 9:00am - 9:15am CDT
Theater 1, Solutions Center
  CSD / SX.e, Spark Session, Technical

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
TBD
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...
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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
  Executive Summit

9:15am CDT

(501) Sales and Inventory Visibility Built Into Your Birst Environment | A Back to Birst Session
Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 1-2
Sales performance and inventory visibility are the core of distribution analytics — and they are also where the gap between what CSD contains and what managers can actually see tends to be widest. Dragon Pack Operations closes that gap inside Birst, with no additional license and no data leaving your Infor IOS environment. This session will also touch on Dragon Pack Audit — giving attendees a...
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Speakers
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


BP
Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 1-2
  All ERPs, Partner Demo, Reporting & Analytics

9:15am CDT

(529) The Best Just Got Better — Introducing the New AI-Enabled WebAccess
Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 4
For more than 26 years, MaxRecall has helped wholesale distributors bring order to document chaos—improving visibility, tightening processes, and reducing the hidden costs buried in manual workflows. That foundation hasn’t changed. What has changed is how far we can now take it. We’ve redesigned WebAccess with a clear objective: make document-driven processes faster, more accurate, and...
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Speakers
avatar for Raymond Brooks

Raymond Brooks

CEO, MaxRecall Technologies

Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 4
  All ERPs, Partner Demo, AI & Automation, Document Management

9:15am CDT

(536) AskQ - ChatGPT for Infor CSD
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 1
AI is at the center of every conversation right now, but most teams still aren’t clear on where it actually fits or how to use it in a way that delivers real value. In this session, you will learn how to ask questions in plain language and get immediate insights from your data, how to connect sales, inventory, finance, and CRM in seconds, how leading companies are already using AI to move faster...
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Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 1
  All ERPs, Partner Demo, AI & Automation, Reporting & Analytics

9:15am CDT

(544) Why TMS Is the Smartest System You’ll Add This Year
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 4
Most systems add complexity. A modern TMS removes it.In this session, we’ll show how Infor users are simplifying transportation, reducing manual work, and connecting execution to their ERP–without heavy lift from IT. You will walk away with: A clear understanding of how a modern TMS fits into, and enhances, their existing Infor environment Insight into how organizations are reducing...
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Speakers
avatar for Kyle Norg

Kyle Norg

Principal, Pre-Sales Engineer, Shipwell
Kyle is a Principal Sales Engineer at Shipwell with over 18 years of experience in supply chain and transportation technology. He specializes in helping enterprise organizations modernize logistics operations through practical, value-driven solutions that connect strategy to exec... Read More →
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 4
  All ERPs, Partner Demo, Transportation Management

9:15am CDT

(504) The Kodaris AI Platform: Artificial Intelligence With a Purpose
Wednesday May 20, 2026 9:15am - 9:45am CDT
Broadway A-B
There’s no bigger topic right now than Artificial Intelligence. Recent (and continuous) advances in the tooling have created game changing opportunities for distributors to leverage the technology. But even with these advances, challenges remain to ensure effective implementation of AI. Have we identified use cases that will drive value? Is my data ready, and more importantly will my data remain...
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Speakers
avatar for Tony Zakula

Tony Zakula

CEO, Kodaris
CEO of Kodaris, lifelong software engineer, and have been working in the distribution industry with Infor products for almost ten years.  Passionate about each and every customer's success.
avatar for Michael Mazzoni

Michael Mazzoni

EVP, Platform Solutions, Kodaris
Mike has a Master’s degree in Industrial Technology from Purdue University and 25 years of experience implementing software, consulting, and driving continuous innovation to the wholesale distribution market space. Exposure to multiple software solutions across an array of industries... Read More →
Wednesday May 20, 2026 9:15am - 9:45am CDT
Broadway A-B
  CSD / SX.e, Partner Demo, AI & Automation, Financial, Ecommerce / Digital Marketing, Financial, Data Management

9:15am CDT

(511) Transform Your Current Business and Secure Your Future with Advanced Profitability and Productivity Solutions
Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 3
Growth. Margin pressure. Cost-to-serve realities. Customer behavior shifts. Operational excellence - These aren’t hypothetical topics. They’re the challenges shaping every distributor’s next move—and they need purpose built sollutions to address these challenges At Earnest & Associates, we believe profitable growth and operational excellence isn’t just possible—it’s predictable when...
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Speakers
avatar for Tim Plotner

Tim Plotner

Director of Development, Earnest & Associates
Tim Plotner is Director of Development at Earnest & Associates.  Tim’s 40-year career has focused on serving the SMB wholesale distribution marketplace designing and delivering ERP and business analytics software.  Tim joined E&A in 2018 to develop advanced productivity and profitability... Read More →
avatar for Brian Lombardo

Brian Lombardo

Vice President, Earnest & Associates
Brian Lombardo is Vice President of Profitability and Productivity at Earnest & Associates. He’s spent over 30 years in distribution, working at the intersection of operations and technology to help companies improve profitability and productivity.

Brian spent 20 years with one of the largest bearing and power transmission distributors in North America, followed by six years at Infor, where he led strategy for their distribution solutions and several related edge products. Earlier in his career, he also worked directly with... Read More →
Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 3
  CSD / SX.e, Partner Demo, Reporting & Analytics, Financial

9:15am CDT

(516) CSD Workshop - Expertek’s Strategic Pricing Tool Build to Solve your Pricing Problem 
Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 5
One of the most important things you do as a distributor is set pricing. But with thousands of customers, thousands of products, ever-changing tariffs, and rising prices, companies often delay price updates and see their margins erode. CSD Workshop is the strategic pricing tool that greatly accelerates building and updating CSD pricing. Aside from having useful features for importing and...
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Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 5
  CSD / SX.e, Partner Demo, Pricing / Margin Management, Data Management

9:15am CDT

(534) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 3
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and...
See More →
Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 3
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing, Data Management

9:15am CDT

(540) How ROC Commerce’s Digital Factory Turns Customers into Long-Term Partners
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 2
In today's competitive market, manufacturers and distributors can no longer afford to be just a supplier — your customers expect a partner. ROC Commerce Digital Factory gives you the tools to become exactly that. In this session, discover how the ROC Commerce Digital Factory empowers manufacturers, re-distributors, and distributors to rapidly deploy fully white-labeled eCommerce sites and...
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Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 2
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing

9:15am CDT

(542) Wholesail + Infor CSD: Smarter Onboarding, Better Credit Decisions, Faster Payments
Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 3
Learn how Wholesail helps Midwest Wheel and 400+ other customers drive improved customer experience, faster payment, and better credit decisions. Session attendees will learn:The power of a unified platform that streamlines onboarding new customers, credit applications, smarter credit decisions, collections, and payments while increasing customer satisfaction.How to modernize your approach to...
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Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 3
  CSD / SX.e, Partner Demo, AI & Automation, Financial

9:15am CDT

(554) Partner Demo - Nuvo
Wednesday May 20, 2026 9:15am - 9:45am CDT
Old Hickory
0
Wednesday May 20, 2026 9:15am - 9:45am CDT
Old Hickory
  CSD / SX.e, Partner Demo, Ecommerce / Financial

9:20am CDT

(618) Spark Session: Beyond Sales Order Entry - Automating Key Operational Workflows
Wednesday May 20, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center
From handling every inquiry that comes into a rep’s inbox (not just orders and quotes), to Accounting and Purchasing, Canals is fast becoming the end-to-end Operating AI for distributors. Come for an overview of how our suite of AI tools is helping distributors maximize operational efficiency and visibility. Key takeaways: 1. New AI-powered workflows for customer inquiries, PO-to-receipt...
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Speakers
DC

Dylon Chafin, Canals

Account Executive, Canals

Wednesday May 20, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center
  All ERPs, Spark Session, AI & Automation, Sales / Quoting / Order Entry

9:20am CDT

(613) Spark Session: Stop guessing, start showing up: how to make AI search work for your B2B brand
Wednesday May 20, 2026 9:20am - 9:35am CDT
Theater 1, Solutions Center
Your buyers aren't just Googling anymore — they're asking ChatGPT, Copilot, and Gemini to recommend solutions, compare vendors, and explain complexities in the market. If your brand isn't part of those answers, you're invisible at the moment it matters most. In this SPARK session, you'll learn how AI answer engines actually decide what to surface, why traditional SEO tactics may fall short in an...
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Speakers
avatar for Jonathan Tenpenny, Americaneagle.com

Jonathan Tenpenny, Americaneagle.com

Account Executive, Americaneagle.com

Wednesday May 20, 2026 9:20am - 9:35am CDT
Theater 1, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing

9:40am CDT

(610) Spark Session: Sales Tax Risk is Growing: Are You Keeping Up?
Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center
Sales tax obligations are expanding as distributors grow into new markets, channels, and product lines. With changing nexus rules and varying state requirements, it’s easy to fall behind. This session highlights where risk commonly emerges and how to stay ahead of evolving compliance demands.Recognize common triggers that create new sales tax obligations Understand how state-by-state...
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Speakers
avatar for Andy Hall, Avalara

Andy Hall, Avalara

Sales Executive, Avalara

Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Financial

9:40am CDT

(616) Spark Session: CLEAR: A Framework for Becoming Data Driven with AI
Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center
Most companies have more dashboards, reports and data than ever before, yet still struggle to become truly data driven. In this session, we introduce CLEAR, a practical framework for improving data adoption and making AI genuinely useful within the business. We will explore why many analytics and AI initiatives fail to drive real business impact, and the key principles that help organizations...
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Speakers
MH

Mark Henson, OrangeQuery

Data & Analytics Expert, OrangeQuery

Wednesday May 20, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center
  All ERPs, Spark Session, AI & Automation, Reporting & Analytics

10:00am CDT

(602) Spark Session: Knowing Your CSD Users Are Ready Before Go-Live | A Back to Birst Session
Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center
Dragon Pack Activity is the new module in the Dragon Pack suite, debuting at TUG Connects 2026. Activity measures real CSD transaction execution — not training attendance — so distributors going through a CSD implementation know whether their users are actually ready before the truck rolls. The Completed Transactions Dashboard, originally developed with Graybar Canada, gives implementation...
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Speakers
avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Reporting & Analytics

10:00am CDT

(612) Spark Session: Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center
Distributors rely on Infor to run their business, but turning product data from multiple sources like AD, IDEA, and supplier files into eCommerce-ready content is where things break down. In this session, we will show how leading distributors are closing that gap by transforming and automating product data across their Infor ecosystem. This shift moves teams away from manual spreadsheets and...
See More →
Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing, Data Management

10:30am CDT

General Session in the Country Music Hall of Fame Theater
Wednesday May 20, 2026 10:30am - 12:00pm CDT
TBD
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...
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Wednesday May 20, 2026 10:30am - 12:00pm CDT
TBD
  Common Activities, General Session

12:00pm CDT

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

1:15pm CDT

(502) GL Reporting That Matches the Board's Expectations | A Back to Birst Session
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Broadway A-B
Finance teams in distribution have historically lived with a difficult choice: build reports manually in legacy tools, invest in a separate financial analytics platform, or go without. Dragon Pack Financials is a third path — built natively inside Birst on your existing Infor license, with income statements and balance sheets that match to the penny and a full-service delivery model that gets...
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Speakers
avatar for Ching Cooper

Ching Cooper

Financials and M3 Product Owner, Agile Dragon Group
In my 20+ years of professional experience, I'm always looking to bridge business and technology. Business users have trusted me to understand their processes, problems, and expectations for using information and implementing technology to meet their expectations. I've led over 100... Read More →
BP
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Broadway A-B
  All ERPs, Partner Demo, Reporting & Analytics, Financial

1:15pm CDT

(514) A Siriusly Deep Dive: Gain Full Control OverYour ERP, eCommerce, & Data Flows
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 2
Disconnected systems create inefficiencies, errors, and missed revenue opportunities. In this session, we’ll take a deeper look at how Sirius connects ERP, eCommerce, and other systems while providing full visibility into data flows, error handling, and system performance. We’ll walk through real scenarios and show how businesses can gain control over their operations and reduce risk.
Speakers
avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is the Founder and CEO of Atwix, a B2B eCommerce agency with over 15 years of experience helping distribution companies connect their ERP systems with modern digital commerce. Atwix develops modern B2B buyer portals with deep ERP and eCommerce integrations, and has built AI-powered... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 2
  All ERPs, Partner Demo, AI & Automation, Ecommerce / Digital Marketing, Data Management

1:15pm CDT

(520) Smarter Sales and Operations Insights with Phocas
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2
Learn how Infor distributors use Phocas to get instant visibility into sales performance, customer trends, and rep activity — and how to surface the opportunities and risks that matter most, without manual digging. Key Takeaways: 1. Turn your Infor data into answers, fast. See how Phocas integrates directly with your Infor ERP to give sales and operations teams a clear, real-time view of...
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Speakers
avatar for Alexa West

Alexa West

Account Executive, Phocas Software
Passionate about helping Infor customers save time on reporting and uncover better insights from their business data.

AW

Alex West

Technical Presales Lead, PHOCAS

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 1-2
  All ERPs, Partner Demo, Reporting & Analytics

1:15pm CDT

(522) Automate Tax Compliance from Calculation to Filing
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 3
Tax compliance doesn’t stop at calculation. This session demonstrates how Avalara integrates with your systems to automate tax determination, reporting, and filing across jurisdictions. See how automation can help reduce manual processes and support more accurate compliance as your business grows.
Speakers
avatar for Michael Dominguez, Avalara

Michael Dominguez, Avalara

Senior Strategic Alliance Manager, Avalara

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 3
  All ERPs, Partner Demo, Financial

1:15pm CDT

(527) UnForm v11 – AI Powered Document & Data Entry Automation
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 4
UnForm Image Manager is a time-tested and affordable solution that automates the capture of scanned and electronic documents. In addition to capturing documents and the data they contain for submission to UnForm Archive and IDM, UnForm translates them into electronic transactions to automate data entry into your Infor ERP. With Version 11, UnForm introduces Intelligent Document Processing, a new...
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Speakers
avatar for Paul Boushell

Paul Boushell

Sales Executive, SDSI / UnForm

avatar for Allen Miglore

Allen Miglore

President, SDSI / UnForm

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 4
  All ERPs, Partner Demo, AI & Automation, Document Management

1:15pm CDT

(546) Fix the Friction: Modernizing Quote-to-Cash with Conexiom
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 5
Are you missing the biggest opportunity in your quote to cash process?  In a market where costs are rising and margins are shrinking, efficiency is no longer optional. Yet most efforts focus on the wrong end of the process, leaving hidden costs, delays, and friction untouched where it hurts most. This session challenges manufacturing and distribution leaders to look upstream, where the...
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Speakers
avatar for Logan Luptak

Logan Luptak

Strategic Accounts Executive, Conexiom
Logan brings over a decade of experience delivering software solutions for the distribution sector, with a focus on helping organizations modernize supply chain operations and improve performance. Logan is passionate about simplifying complex technology, cutting through technical... Read More →

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 5
  All ERPs, Partner Demo, AI & Automation, Sales / Quoting / Order Entry

1:15pm CDT

(548) A Smarter Way to Automate Procure-to-Pay 
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 4
Has your procure-to-pay process become overly manual? Do you lack the resources to onboard suppliers/vendors with electronic ordering? Join SPS Commerce to learn how to improve procure-to-pay performance with fully automated EDI within CSD, and leverage our team of experts to onboard your supplier community with minimal resources on your end. We’ll show how SPS helps businesses automate the...
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Speakers
avatar for Brian Finks

Brian Finks

Strategic Channel Sales Manager, Infor, SPS Commerce
I am excited to connect with all TUG attendees- I am able to help discuss options for Infor users who encounter EDI needs with their customers, retailers or suppliers/vendors. SPS is the leading provider of automated EDI solutions for both the order-to-cash and procure-to-pay sides... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 4
  All ERPs, Partner Demo, AI & Automation, EDI

1:15pm CDT

(550) Smarter Inventory. Stronger Growth. How Modern Distributors Improve Service while Freeing up Capital
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 6
Distributors today are balancing rising service expectations with increasing pressure on cash and margins. This session shows how leading organizations are transforming inventory from a reactive cost center into a strategic driver of growth. Attendees will learn how to adopt a more data-driven approach to planning, improve fill rates, and unlock working capital, along with a look at how AI is...
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Speakers
MB

Matt Bordes

Chief Revenue Officer, Blue Ridge Global

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 6
  All ERPs, Partner Demo, Purchasing / Inventory Management, Ecommerce / Digital Marketing, Data Management

1:15pm CDT

(552) Unlock the Power of AI in Infor CRM SLX for your sales, service, marketing and operations
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Old Hickory
Discover how AI-driven features inside Infor CRM SLX can revolutionize the way your entire organization works — from the front lines of sales to the back office. In this demonstration, we'll walk through real-world use cases tailored to every team (sales, customer service/support, marketing and operations).What to expect from Infor CRM SLX AI features:See how AI will benefit your sales, service,...
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Speakers
avatar for Bryan Marks

Bryan Marks

Director of Marketing, Syncsite
About SyncsiteOur approach
Our process is straightforward: we seek to understand the business first, build what is needed, ensure the solution can scale with growth and new technology, and support it over the long term.
Stability and longevity
With over 25 years in business, we offe... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Old Hickory
  All ERPs, Partner Demo, Reporting & Analytics

1:15pm CDT

(518) Introducing CD Audit and CD Schedule
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 5
Join Daryl for an introduction to CD Audit and CD Schedule, the latest enhnacements available on CD Marketplace. CD Audit is a a web-based data change tracking tool that shows the complete history of any record in CloudSuite Distribution. It captures what changed, when it changed, who or what changed it, and the previous values, presenting everything in a clear, chronological timeline. CD Schedule...
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Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

CTO, Central Data
Daryl Ziegelman is the CTO at Central Data, a full-service Channel and Alliance partner specializing in getting clients to the cloud.  With over 35 years of experience in distribution as a consultant, Daryl has worked with Trend / SX.e / CSD for 25 years.

He joined Central Data i... Read More →
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Music Row 5
  CSD / SX.e, Partner Demo, Data Management

1:15pm CDT

(531) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 3
Manual spreadsheets are still the backbone of commission, bonus, and rebate programs for many organizations—leading to errors, delays, disputes, and lost trust. In this session, attendees will learn how organizations using Infor CSD are replacing spreadsheet-driven incentive processes with automated, datadriven systems that handle complex commission, bonus, rebate, and royalty calculations with...
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Speakers
avatar for Marty Rhodes

Marty Rhodes

Product Manager, Single Source Systems

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 3
  CSD / SX.e, Partner Demo, Reporting & Analytics, Financial

1:15pm CDT

(539) Five Departments. One Transaction. Zero Automation - Until Now: How AI Is Eliminating the Real Cost of Manual Returns
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 1
Forward orders are automated. Returns are not. A return must undo every step of a transaction that touched your sales team, customer service, purchasing, warehouse, and finance - all simultaneously, all manually. The result: missed vendor credits, AR disputes, and a labor cost that doesn't show up cleanly on any single line of your P&L. This session shows how AI is finally closing that gap - and...
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Speakers
avatar for Ben Firman, Continuum

Ben Firman, Continuum

VP of Sales, Continuum

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 1
  CSD / SX.e, Partner Demo, Purchasing / Inventory Management

1:15pm CDT

(541) How ROC Commerce’s Digital Factory Turns Customers into Long-Term Partners
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 2
In today's competitive market, manufacturers and distributors can no longer afford to be just a supplier — your customers expect a partner. ROC Commerce Digital Factory gives you the tools to become exactly that. In this session, discover how the ROC Commerce Digital Factory empowers manufacturers, re-distributors, and distributors to rapidly deploy fully white-labeled eCommerce sites and...
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Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 2
  CSD / SX.e, Partner Demo, Ecommerce / Digital Marketing

1:15pm CDT

(543) Wholesail + Infor CSD: Smarter Onboarding, Better Credit Decisions, Faster Payments
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 3
Learn how Wholesail helps Midwest Wheel and 400+ other customers drive improved customer experience, faster payment, and better credit decisions.Session attendees will learn:The power of a unified platform that streamlines onboarding new customers, credit applications, smarter credit decisions, collections, and payments while increasing customer satisfaction.How to modernize your approach to trade...
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Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 3
  CSD / SX.e, Partner Demo, AI & Automation, Financial

1:15pm CDT

(545) CSD Extensions - Know Your Options & See What's New!
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 4
Join us for a review of of the latest pre-built CSD Extensions designed to significantly enhance CSD for your team! One of the most highly attended sessions last year - this is one not to be missed! The possibilities have grown and we can't wait to show you what's new this year!
Speakers
avatar for Kareena Dong, Acumen Group

Kareena Dong, Acumen Group

Vice President, Acumen Group

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 4
  CSD / SX.e, Partner Demo, Technical

1:45pm CDT

(912) Infor Executives Roundtable (Executive Summit Only)
Wednesday May 20, 2026 1:45pm - 2:45pm CDT
TBD
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...
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Speakers
IE
Wednesday May 20, 2026 1:45pm - 2:45pm CDT
TBD
  Executive Summit

2:00pm CDT

(125) The Practical AI Stack: Agents, Skills, and Modern Workflows
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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...
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Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
  All ERPs, AI & Automation

2:00pm CDT

(134) Infor OS: Artificial Intelligence - AI, GenAI, Agentic AI
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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....
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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
  All ERPs, AI & Automation, Technical

2:00pm CDT

(263) Infor Document Management: Latest Processing and Analytical Capabilities
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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
  All ERPs, Document Management

2:00pm CDT

(304) WMS Product Overview and Roadmap
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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...
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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
  All ERPs, WMS / ISM / Operations

2:00pm CDT

(402) Simplifying and Modernizing Their Technology Footprint: How Tropic Supply Is Replacing Point Solutions With the Kodaris Platform
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBA
In this session we will have a conversation with the leadership team at Tropic Supply regarding their technology journey, their drive to modernize operations both internally and for their customers, and the challenges and successes that they’ve experienced along the way. In addition, we will discuss how this multi-generational, family owned business is leveraging the Kodaris platform to simplify...
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Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBA
  All ERPs, Case Study, AI & Automation

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
TBD
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:Share in our...
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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
  CSD / SX.e, General ERP

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
TBD
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...
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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
  CSD / SX.e, General ERP

2:00pm CDT

(147) Implementing the Infor Standard Workspaces
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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
  CSD / SX.e, General ERP, Infor OS

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
TBD
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...
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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
  CSD / SX.e, Sales / Quoting / Order Entry

2:00pm CDT

(273) Dead Stock, Surplus – Roundtable
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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...
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Speakers
avatar for Josh Serwe

Josh Serwe

Director of Operations, Anchor Paper Co.

Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

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
TBD
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
  CSD / SX.e, Purchasing / Inventory Management

2:00pm CDT

(377) Hands-on TWL Lab - Part 1
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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...
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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
  CSD / SX.e, Hands-on Lab, WMS / ISM / Operations

2:00pm CDT

(204) M3 Finance Management for the North American Markets
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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
  CSDE / M3, Financial

2:00pm CDT

(335) Configuration Management
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD
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
  CSDE / M3, Technical

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
TBD
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
  Executive Summit

2:45pm CDT

Afternoon Break in the Solutions Center
Wednesday May 20, 2026 2:45pm - 3:30pm CDT
TBD
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
  Common Activities, Meals / Refreshments / Networking

3:00pm CDT

(601) Spark Session: What Changed, Who Changed It, and When | A Back to Birst Session
Wednesday May 20, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center
CSD is a high-transaction environment. Pricing changes, security modifications, customer record updates — keeping up with what changed and who changed it is a real operational and compliance challenge for every distribution organization. Most teams are either manually tracking changes, relying on memory, or simply not tracking them at all. Dragon Pack Audit changes that — and it is the only...
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Speakers
avatar for Victoria Christiansen

Victoria Christiansen

Audit Product Manager/Dragon Librarian, Agile Dragon Group
I have extensive experience in documenting support materials and facilitating training sessions to ensure users have the necessary resources. Throughout my career, I've contributed significantly to organizations by documenting operational procedures and supporting the implementation... Read More →
avatar for David Murphy, Agile Dragon

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Wednesday May 20, 2026 3:00pm - 3:15pm CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, Reporting & Analytics

3:00pm CDT

(604) Spark Session: Stop guessing, start showing up: how to make AI search work for your B2B brand
Wednesday May 20, 2026 3:00pm - 3:15pm CDT
Theater 2, Solutions Center
Your buyers aren't just Googling anymore — they're asking ChatGPT, Copilot, and Gemini to recommend solutions, compare vendors, and explain complexities in the market. If your brand isn't part of those answers, you're invisible at the moment it matters most. In this SPARK session, you'll learn how AI answer engines actually decide what to surface, why traditional SEO tactics may fall short in an...
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Speakers
avatar for Jonathan Tenpenny, Americaneagle.com

Jonathan Tenpenny, Americaneagle.com

Account Executive, Americaneagle.com

Wednesday May 20, 2026 3:00pm - 3:15pm CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing

3:30pm CDT

(914) Executive Summit Wrap-up
Wednesday May 20, 2026 3:30pm - 3:45pm CDT
TBA
A fast-moving synthesis of the day's most important conversations — surfacing common threads, calling out the tensions worth carrying forward, and closing with one ask of every leader in the room: what's the one commitment you're taking back to your organization? We'll also share how TUG will carry your feedback directly to Infor's product and executive teams before the next summit.
Speakers
avatar for Kent Justice

Kent Justice

Emcee
Kent serves as the moderator and host for the Executive Summit at TUG CONNECTS 2026, a role he has held the past five years. Kent is a lifelong storyteller - which began with writing for a San Francisco area newspaper chain when he was 17 years old. Based in Jacksonville, Florida... Read More →
Wednesday May 20, 2026 3:30pm - 3:45pm CDT
TBA
  Executive Summit

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
TBD
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
  All ERPs, General ERP, Data Management

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
TBD
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
  All ERPs, AI & Automation

3:30pm CDT

(161) Creating a Culture of Continuous Improvement
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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,...
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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
  All ERPs, Leadership / Workplace Culture

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
TBD
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...
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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
  All ERPs, Ecommerce / Digital Marketing, Data Management

3:30pm CDT

(150) Workflows 101
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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
  CSD / SX.e, General ERP

3:30pm CDT

(276) No GPS Required: Navigating the CSD Demand Center
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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...
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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
  CSD / SX.e, Purchasing / Inventory Management

3:30pm CDT

(280) Cycle Counting: The Daily Routine That Changes Everything
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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
  CSD / SX.e, Purchasing / Inventory Management

3:30pm CDT

(303) Production Tools in CSD - Kit Production versus Value Add
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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
  CSD / SX.e, WMS / ISM / Operations

3:30pm CDT

(322) Keep CSD Running at its Best!
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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
  CSD / SX.e, Technical, Upgrading, General ERP

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
TBD
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...
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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
  CSD / SX.e, Technical

3:30pm CDT

(378) Hands-on TWL Lab - Part 2
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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...
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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
  CSD / SX.e, Hands-on Lab, WMS / ISM / Operations

3:30pm CDT

(207) What's New in A/P
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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
  CSDE / M3, Financial

3:30pm CDT

(321) The Development Process and How to Managing Monthly Releases
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
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...
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Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD
  CSDE / M3, Technical

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
TBD
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
  All ERPs, AI & Automation

4:30pm CDT

(333) What's New in ION Integrations
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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...
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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
  All ERPs, Technical

4:30pm CDT

(340) Advanced Extensibility with Mongoose and Workspaces
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  All ERPs, Technical

4:30pm CDT

(356) Infor OS ION: Processes Available Inside the ION Desk Application
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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...
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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
  All ERPs, Technical, AI & Automation

4:30pm CDT

(392) Sip, Connect, Succeed: Women in Distribution Social Hour
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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...
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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
  All ERPs

4:30pm CDT

(140) Top 10 Reports for Newbies
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  CSD / SX.e, General ERP, Reporting & Analytics

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
TBD
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
  CSD / SX.e, Project Management, Financial

4:30pm CDT

(205) Month-end and Year-end Reporting
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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...
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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
  CSD / SX.e, Financial

4:30pm CDT

(258) SAAMM- Understanding and how to use Mass Maintenance tools
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  CSD / SX.e, Data Management

4:30pm CDT

(282) TWL Inventory Best Practices-Cycle Counting, Physicals, and More
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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....
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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
  CSD / SX.e, Purchasing / Inventory Management, WMS / ISM / Operations

4:30pm CDT

(285) Storeroom Overview - Managing Customer Inventory
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  CSD / SX.e, Purchasing / Inventory Management

4:30pm CDT

(310) Managing a TWL Warehouse - Daily, Weekly Admin tasks
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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...
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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
  CSD / SX.e, WMS / ISM / Operations

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
TBD
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
  CSD / SX.e, Technical

4:30pm CDT

(379) Hands-on Lab - Tridex Mobile Apps
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  CSD / SX.e, Hands-On Lab, Purchasing / Inventory Management

4:30pm CDT

(158) Ask the Experts Panel - Infor-Led Roundtable
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
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
  CSDE / M3, General ERP

6:00pm CDT

An Evening in the Hall of Fame
Wednesday May 20, 2026 6:00pm - 10:00pm CDT
TBD
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,...
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Wednesday May 20, 2026 6:00pm - 10:00pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking
 
Thursday, May 21
 

7:00am CDT

Breakfast in Legends Ballroom
Thursday May 21, 2026 7:00am - 8:00am CDT
TBD
Join us for a healthy breakfast in the Legends Ballroom (2nd floor)
Thursday May 21, 2026 7:00am - 8:00am CDT
TBD
  Common Activities, Meals / Refreshments / Networking

8:00am CDT

(128) Infor Industry AI Agents - Unlocking Value with AI Agents Infused into your Industry Processes.
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Explore Infor's evolving AI strategy from embedded GenAI Experiences to AI Agents. Understand how current generative AI capabilities are building the foundation for intelligent, industry-first agents that can help you with executing business processes.
Speakers
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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, AI & Automation

8:00am CDT

(162) The Power in the Middle: Building Strong Managers for Lasting Success
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Middle managers are often the backbone of an organization—responsible for translating strategy into action, guiding teams, and sustaining culture day-to-day. Yet, they’re also one of the most overlooked and underdeveloped groups. This session explores how investing in the growth of middle management creates a ripple effect across the entire business, driving both immediate performance and...
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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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Leadership / Workplace Culture

8:00am CDT

(241) Infor OS Data Fabric and DataPond
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Infor Data Fabric is a centralized and secure data repository that gets updated by CSD records, and also other Infor Applications (IE - ISM, Mongoose). This session will cover populating DataLake, from CSD, and the different ways to gain access to the data, including our own new DataPond V2.0 ETL Tool.
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. 
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Data Management, AI & Automation, Technical

8:00am CDT

(351) Unlocking Hyperautomation: RPA and AI Powering Your Business Flows in Infor OS
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Hyperautomation isn’t about bots—it’s about harmonizing people, systems, and decisions. Learn how to pair RPA with AI in Infor OS to automate high-volume, exception-driven distribution work: customer setup, pricing updates, order validations, invoice matching, and more. We’ll focus on where automation pays back fastest, how to avoid “bot sprawl,” and how to design flows that are...
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Speakers
ST

Sergio Toxqui

Technical Solutions Consultant, Infor

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  All ERPs, Technical, AI & Automation

8:00am CDT

(157) Cybersecurity: Managing Security in CSD
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Learn how Multi-Factor Authentication in CSD can strengthen your security posture and reduce risk across your organization. In this joint session with our in-house IT management team, we’ll explore practical cybersecurity best practices and real-world scenarios for protecting system access without slowing users down. Attendees will leave with a clearer understanding of how to apply MFA...
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Speakers
avatar for Meghan Hickman

Meghan Hickman

Account Manager, Aktion Associates
I am part of Aktion Associates Managed Infrastructure and Cloud Services team, and have become a trusted advisor for organizations navigating the complexities of enterprise networking, managed services, and cybersecurity.
My expertise lies with Network Architecture and Cybersecurity Risk Management, helping clients build a resilient, scalable infrastructure... Read More →
avatar for Kevin Davis

Kevin Davis

Practice Manager, Aktion Associates

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, General ERP, Security

8:00am CDT

(202) Building Better Insights: Setting Up Financials in CSD Analytics
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
CSD Analytics can turn raw numbers into real business insight — but only if your financials are set up correctly. In this session, we’ll walk through how to configure financial statements in CSD Analytics, from mapping accounts and defining hierarchies to formatting reports that leadership will actually use. Learn best practices for tailoring dashboards, scheduling reports, and making your...
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Speakers
avatar for Brian Kelly

Brian Kelly

Consultant, Acumen Group

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Financial

8:00am CDT

(265) IDM Utility Overview
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
This session will review at a high level the various options built into the IDM Utility program which is free to download through Document Manager. Learn how to complete necessary setups to run the program and how to mass import documents into IDM using an attribute to define how the document will be visible in CSD. Also learn how to mass import a document type using a Bulk Import spreadsheet...
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Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Document Management

8:00am CDT

(274) Process Mining in Depth: Procure to Pay - A Deep Dive into the Purchasing Side of Process Mining
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Purchasing issues ripple everywhere—stockouts, expediting, late payments, and supplier frustration. This deep dive uses procure-to-pay process mining to pinpoint where your purchasing process breaks harmony: approval delays, PO changes, invoice mismatches, GR/IR issues, and supplier performance gaps. Learn how to quantify impact (time, cost, touchpoints), prioritize improvements, and track...
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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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

8:00am CDT

(283) From Chaos to Clarity: How Product Attributes Orchestrate Harmony in CloudSuite Distribution.
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Product attributes in CloudSuite Distribution have evolved from simple reference points to key enablers of harmony across the organization. They unify data, streamline processes, and connect departments — ensuring inventory, e-commerce, replenishment, reporting, and customer service all work in sync.
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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

8:00am CDT

(286) Managing Inbound EDI Acknowledgements: EDI 855
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Welcome to ETCC 855: Purchase Order Acknowledgement Sleuthing. In this class, we turn into professional fact-checkers for incoming purchase order acknowledgements. Just because it’s written down doesn’t mean it’s right — and that’s where ETCC comes in. We’ll review acknowledgements with a sharp eye and a healthy dose of skepticism: - Do the due dates make sense, or are we being...
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Speakers
avatar for Dave Rumsch

Dave Rumsch

Senior Business Consultant, NSA
Dave has 32 years experience with the Cloudsuite Distibution and previous generations of the software.  From Trend to CSD.
avatar for Lacey Holtz

Lacey Holtz

Business Consultant, NSA

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management, EDI

8:00am CDT

(301) Infor Service Management (ISM) Roadmap
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Your sales organization needs tools that harmonize customer expectations with margin, availability, and execution. In this roadmap session, we’ll walk through what’s coming in ISM and how distributors can plan to take advantage of new capabilities. Learn which enhancements can reduce friction in quoting and ordering, improve customer experience, and strengthen alignment between sales, pricing,...
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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 →
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 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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

8:00am CDT

(306) Mastering TWL Warehouse Zones: Optimize Space, Speed and Accuracy
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Unlock the full potential of your TWL-managed warehouse by mastering zone setup and utilization. In this practical and insightful session, we’ll explore how strategic zoning can streamline operations, reduce travel time, and improve inventory accuracy. Whether you're configuring a new warehouse or refining an existing layout, you'll learn best practices for defining zones, aligning them with...
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Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

8:00am CDT

(316) Getting the most from TWL H5 functionality
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Warehouse execution is where customer promises become reality. In this session, discover how to get more out of TWL H5 to create harmony between warehouse teams, system transactions, and inventory accuracy. We’ll focus on configuration and usage best practices that improve pick efficiency, reduce errors, and support faster onboarding for new associates. Attendees will leave with optimization...
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Speakers
avatar for Sara Arnould

Sara Arnould

Principle Consultant, Distribution, Infor
Sara joined Infor Distribution Business Consultant team in 1999. Coupled with her strong operational management background and life experiences in distribution, manufacturing and engineering, Sara is able to help end users understand and document their business process flow and meet... Read More →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

8:00am CDT

(323) Managing your Data Conversions
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
An overview of the process for performing data conversions - we will cover best practices, use of import ID's, how to read and understand the templates and how to perform a basic data load.
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 →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSD / SX.e, Technical, Data Management

8:00am CDT

(154) Drive ESG success with Infor Strategy Planning, and Execution Application
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Explore Infor’s new Strategy Planning and Execution application and how it enables organizations to translate ESG ambitions into measurable strategies, actions, and outcomes
Speakers
avatar for Ole Rasmussen

Ole Rasmussen

SVP Product Management, Infor

AB

Andreas Barkarö

Product Manager, Infor

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSDE / M3, General ERP

8:00am CDT

(374.2) Hands-on Lab: M3 Experience Designer Basics - Part 2 (Part 1 occurs at 8am Wednesday)
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
Take the next step in your Experience Designer journey. In this hands-on Academy session, you will build a new M3 application from scratch. You will design a simple layout, configure data services, and create basic interactions to understand how an application is structured. By the end of the session, you will have built a simple working application and gained the confidence to start creating your...
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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.

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD
  CSDE / M3, Hands-On Lab, General ERP

9:15am CDT

Open time in Solutions Center
Thursday May 21, 2026 9:15am - 11:15am CDT
TBD
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.
Thursday May 21, 2026 9:15am - 11:15am CDT
TBD
  Common Activities, Meals / Refreshments / Networking

9:25am CDT

(617) Spark Session: Beyond Sales Order Entry - Automating Key Operational Workflows
Thursday May 21, 2026 9:25am - 9:40am CDT
Theater 1, Solutions Center
From handling every inquiry that comes into a rep’s inbox (not just orders and quotes), to Accounting and Purchasing, Canals is fast becoming the end-to-end Operating AI for distributors. Come for an overview of how our suite of AI tools is helping distributors maximize operational efficiency and visibility. Key takeaways: 1. New AI-powered workflows for customer inquiries, PO-to-receipt...
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Speakers
DC

Dylon Chafin, Canals

Account Executive, Canals

Thursday May 21, 2026 9:25am - 9:40am CDT
Theater 1, Solutions Center
  All ERPs, Spark Session, AI & Automation, Sales / Quoting / Order Entry

9:25am CDT

(619) Spark Session: Returns Is the Only Transaction Where Your Customer Hurts as Much as You Do
Thursday May 21, 2026 9:25am - 9:40am CDT
Theater 2, Solutions Center
Why that symmetry is your biggest Customer Experience opportunity and why AI is the only solution that can fix both sides at onceIn every other transaction, your operational pain is invisible to your customer. For example, they order how they want and you absorb the friction. Returns break that pattern: for the first time the pain is mutual, which makes automation not just an efficiency play but a...
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Speakers
avatar for Tyler Fennema, Continuum

Tyler Fennema, Continuum

Account Executive, Continuum

Thursday May 21, 2026 9:25am - 9:40am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, Purchasing / Inventory Management

9:45am CDT

(622) Spark Session: From ERP-Centric to Customer-Centric: Why Ecommerce Is Now a Core System
Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 1, Solutions Center
Your ERP runs the business. Ecommerce grows it. For too long, ecommerce has been treated as a channel bolted onto the ERP, leaving marketing teams waiting on IT and customers navigating clunky interfaces that were never built with them in mind. In this session, we explore why ecommerce is no longer just a storefront, but the critical customer interaction layer that transforms ERP data into real...
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Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 1, Solutions Center
  CSD / SX.e, Spark Session, Ecommerce / Digital Marketing

9:45am CDT

(624) Spark Session: Grow Your Business, Not your Bad Debt
Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 2, Solutions Center
Midwest Wheel and 400+ distributors are using Wholesail to streamline the entire AR lifecycle — from credit applications and risk scoring to collections and payments — all on one platform.See how a no-cost, pre-built Infor CSD integration gives customers 24/7 account visibility and self-service payments, saves your AR team hours through automated reconciliation, and gives sales real-time...
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Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 2, Solutions Center
  CSD / SX.e, Spark Session, AI & Automation, Financial

10:00am CDT

(122.2) AI for Distribution - How Our Customers are Using It (Also occurs at 3:30pm Wednesday)
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
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

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, AI & Automation

10:00am CDT

(136) Intro to Infor Process Intelligence - Process Mining
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
You can’t improve what you can’t see. This introductory session explains how Infor Process Intelligence (IPI) uses process mining to reveal how work actually flows across order-to-cash, procure-to-pay, and more. Learn how distributors can identify bottlenecks, rework loops, and exception hotspots—and then bring harmony back through targeted fixes. Attendees will leave understanding the core...
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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 Chani Wagh

Chani Wagh

Senior Solution Consultant, Infor
Chani Wagh is a Senior Solution Consultant at Infor, specializing in CloudSuite Distribution.  She has a degree in Operations Management from Baruch College and has been at Infor for seven years.

In her spare time, she enjoys playing with her daughter, tending to her orchid collection, reading Sci-Fi/Fantasy novels, and attending Broadway Shows... 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 →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, AI & Automation

10:00am CDT

(165) “Battle of Gettysburg” – Lessons Learned from History in Leadership & Logistics
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
For today’s Distribution Leaders - using the Battle of Gettysburg as a teaching environment, this presentation will discuss the leadership and logistics successes and failures of both Union and Confederate Forces, and how they impacted the Battle’s outcome. The primary takeaway is a discussion of how these lessons from history can help today’s Distribution Leaders avoid these failures and...
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Speakers
avatar for Mark Johnson

Mark Johnson

Professor of Practice, Texas A&M
Colonel Mark H. Johnson, (USA, Retired) is a Professor of Practice of Industrial Distribution at Texas A&M University in College Station, Texas.  His area of focus is Distributor technology. He serves as the Faculty Advisor for the Society of Women in Engineering, Theta Chi Fraternity... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, Leadership / Workplace Culture

10:00am CDT

(232) Taking Site Search to the Next Level
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Search is often the first thing customers reach for and the last thing businesses think to optimize. Yet for distributors and manufacturers with complex, expansive catalogs, site search isn't just a convenience feature — it's one of the most powerful drivers of conversion, customer satisfaction, and revenue. This session explores what separates a frustrating search experience from one that feels...
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Speakers
avatar for Scott Detar

Scott Detar

eCommerce Development / Management, E.B. Bradley Co.

avatar for Slava Kravchuk

Slava Kravchuk

CEO, Atwix
Slava Kravchuk is the Founder and CEO of Atwix, a B2B eCommerce agency with over 15 years of experience helping distribution companies connect their ERP systems with modern digital commerce. Atwix develops modern B2B buyer portals with deep ERP and eCommerce integrations, and has built AI-powered... Read More →
avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, Ecommerce / Digital Marketing

10:00am CDT

(359) CloudSuite and InforOS Utilization and Overages
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Infor CloudSuite is a shared system.  There are limits that Infor places on features and functions that vary depending on your version of InforOS.  Learn how to view your CloudSuite utilization, what the metrics mean, and how to track down things that might be causing overages.
Speakers
avatar for Brian Jones

Brian Jones

VP Technology, NSA

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, Technical

10:00am CDT

(373) Hands-On Lab: Creating Distribution Analytics in Birst
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Join this interactive lab to learn how to create reports and dashboards within the CloudSuite Distribution Analytics (Birst) environment. Craig Vigor will guide you through building a sample report and adding it to the CSD Analytics pre-built content while discussing best practices and key design considerations. Conference laptops connected to the Tridex tenant will be available for the...
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Speakers
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  All ERPs, Reporting & Analytics

10:00am CDT

(106) Maximizing ROI: Unlocking Your ERP’s Full Potential
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Transform your Infor CSD ERP investment from a functional system into a strategic asset that delivers measurable business value. This interactive session provides actionable strategies for maximizing return on investment through three critical areas: driving meaningful user adoption across your organization, identifying and automating repetitive processes that drain productivity, and uncovering...
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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

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, General ERP

10:00am CDT

(116) Top 10 Mistakes Clients Make in Implementing Cloudsuite
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
A lively discussion of mistakes and pitfalls many companies make when implementing CSD (or any ERP). We will discuss both technical issues and the human side of implementing.
Speakers
avatar for Scott Smithson

Scott Smithson

SVP Consulting & Project Mgmt, Central Data
I’ve been using CSD/Trend/SX.e for more than 30 years, 20 of which as a consultant. I’ve been involved in several dozen implementations and have assisted many more companies with their systems, processes, and use of the software. I have a passion for change management and the... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, General ERP, Project Management

10:00am CDT

(206) Month-End and Year-End Best Practices
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Discover practical strategies and best practices for managing month-end and year-end processes in CSD with less stress and fewer surprises. This session covers key tasks, common pitfalls, and ways to streamline close activities for greater accuracy and efficiency. Walk away with actionable tips to stay organized, reduce rework, and close with confidence.
Speakers
avatar for Mike Juliano

Mike Juliano

Managing Consultant, Aktion Associates

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Financial, General ERP

10:00am CDT

(212) Using Price Sheets
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
This session explores the functionality and practical application of Price Sheets within Infor Customer Service Desk (CSD). Participants will learn how to leverage Price Sheets to streamline pricing management, apply consistent pricing structures across multiple customers or products, and efficiently manage bulk pricing updates. The session covers how to create and configure Price Sheets, assign...
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Speakers
avatar for Kevin Young

Kevin Young

Product/Pricing Manager, SMC
I've been in the Industrial Distribution industry for 35 years. I enjoy solving problems and love change.  I find new technology fascinating.  Talking about distribution is a passion.
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Pricing / Margin Management

10:00am CDT

(227) On-Demand Kits and Value-Add Made Easy with CPQ
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Ready to eliminate manual steps and supercharge your quote-to-fulfilment processes? Join this dynamic session to see how Infor CPQ seamlessly connects with CSD to create a faster, smarter, touchless process. You’ll discover: 1) How Infor CPQ auto-generates and submits kits and Value Add orders to CSD ERP 2) How to achieve a truly hands-free quote-to-shop-floor order—no manual data entry 3)...
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Speakers
avatar for Travis Theel

Travis Theel

Senior Solutions Consultant, Infor
Infor CPQ.  Increase sales.  Reduce costs.  Differentiate brand.
avatar for Konrad Gren

Konrad Gren

CPQ Solution Specialist, Infor


Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry

10:00am CDT

(272) Inventory Management Tips and Tricks Roundtable
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Let's talk about the function that makes or breaks distribution success: inventory management. In this roundtable, users will share their hard-won insights on cycle counting accuracy, reorder point optimization, ABC classification strategies, and the receiving processes that keep everything running smoothly. Whatever you’re wrestling with, this is your chance to learn from other distributors...
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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 →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Purchasing / Inventory Management

10:00am CDT

(312) Keeping CSD and TWL in Sync
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
This session dives into the nuances of TWL and its integration with CSD to ensure a seamless, balanced operation. It provides actionable insights for tackling common challenges and optimizing system performance. Key Topics Covered: Harmonizing CSD and TWL: Practical strategies to maintain alignment between these critical systems for smooth workflows and reduced friction. Counter Sales with TWL:...
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Speakers
avatar for Andrew Weith

Andrew Weith

CEO, ASW Global Consulting
At ASW, we know companies want to improve their operations, policies, and procedures but often don’t know where to start. We provide an unbiased review of your systems and create an implementation plan to improve your profit, save you time, and increase your efficiency. Change can... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

10:00am CDT

(344) Extensions to CSD — Java with the Aid of AI: Building Smarter, Faster, and Cleaner
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
With the October release of CloudSuite Distribution (CSD), the Extension Administration module got a major upgrade — introducing an AI-powered code reviewer to help developers follow Infor’s best practices. But that raises an even bigger question: If AI can review your code... can it write your extension in the first place? In this interactive session, we’ll put that question to the test....
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Speakers
avatar for Steve McEnany

Steve McEnany

Senior Vice President, Midwest Wheel Companies
As Secretary of the TUG Board and Senior Vice President at Midwest Wheel Companies, a leading heavy-duty truck parts distributor. In his role, my focus is on leveraging technology to drive competitive advantage and operational efficiency across the business.At Midwest Wheel, I lead... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Technical

10:00am CDT

(360) Using ETCC to manage EDI orders
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
Welcome to ETCC 101: The Last Line of Defense Before Chaos. In this class, we play bouncer (maybe crossing guard?) for incoming orders. Every order wants in — not every order should get in. Using ETCC, we double-check the essentials: - Are the prices actually correct, or did someone accidentally order a $3,000 stapler? - Are the products real and sensible, or did the system just invent a new...
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Speakers
avatar for Dave Rumsch

Dave Rumsch

Senior Business Consultant, NSA
Dave has 32 years experience with the Cloudsuite Distibution and previous generations of the software.  From Trend to CSD.
avatar for Lacey Holtz

Lacey Holtz

Business Consultant, NSA

Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry, EDI

10:00am CDT

(348) How to create and use M3 No Code APIs
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
APIs lie at the heart of the M3 system, allowing you to update and retrieve information directly in the application. But what happens if there is no prebuilt API that will retrieve the information that you need? Fortunately, Infor has provided tooling that will allow you to create custom list APIs that allow you to choose the information you want and how it is selected. This session will cover how...
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Speakers
avatar for John Panzenhagen

John Panzenhagen

M3 Administrator, United Radio
When John started with United Radio 10 years ago, he knew how to spell M3. He quickly became the chief haystack inspector and finder of lost needles, uncovering the intricacies of this amazing product and identifying the how and why of what M3 does under the covers.

United Radio i... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD
  CSDE / M3, Technical

11:15am CDT

(120) Infor AI Today - Solutions and Tomorrow's Roadmap - How is AI Changing the Way we Work
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Discover Infor's cutting-edge AI technology stack and strategic vision for the future. We'll explore our current AI capabilities, upcoming roadmap initiatives, and enterprise-wide AI implementation strategy. You'll gain practical insights into leveraging these tools to address your specific business challenges.
Speakers
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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, AI & Automation

11:15am CDT

(163) Bringing it All Together: Change, EQ, & Project Management in Action
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
In today’s dynamic workplace, success requires more than just technical expertise—it demands adaptability, emotional awareness, and structured execution. This 30-minute session will break down three critical skills every professional needs: Change Management – Understanding how to navigate transitions, reduce resistance, and build resilience. Emotional Intelligence – Recognizing and...
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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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Leadership / Workplace Culture, Project Management

11:15am CDT

(243) Data Fabric Progression and Preview of What is Coming
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Our data platform is continuing to expand with new and innovative capabilites. In this session we will discuss the 2026 capabilities that you can start using immediately with the April release. We will also highlight exciting future capabilities around Stream Pipelines, Data Warehouse, Transformation Engine and more!
Speakers
avatar for Tiffany Canada

Tiffany Canada

Director, Product Management, Infor

avatar for Jill Papendick

Jill Papendick

Manager - Infor OS Global Enablement, Infor
I’ve spent the past 13 years at Infor working with Infor OS applications, especially Infor Data Fabric. I’ve recently moved into a Development role where I focus on building enablement content for customers, partners, and fellow Inforians. I’m always happy to chat about Infor... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Data Management, Reporting & Analytics

11:15am CDT

(256) Vendor Inventory Feeds 2.0: Integrating Supplier Data into ERP & eCommerce
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Real-time inventory visibility is no longer a competitive advantage — it's a baseline expectation. Yet for many distributors and resellers, integrating supplier inventory feeds into ERP systems and eCommerce platforms remains a tangled web of inconsistent formats, unreliable data, and manual workarounds. This session takes a hard look at where vendor inventory integration stands today and what...
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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 →
avatar for Christie Piazza

Christie Piazza

Digital Integrations Manager, Centro, Inc.
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Ecommerce / Digital Marketing, Data Management

11:15am CDT

(268) Document Output Management and Managing Forms Templates in IDM
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
IDM Output Management allows an administrator to create Form Templates that can be used with Forms Printing from CSD. This session will cover creating Forms Templates, utilizing the Microsoft Word add-in, and uploading to IDM for Forms Printing.
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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Document Management, Technical

11:15am CDT

(330) Best Practices: Building your Digital Experience using InforOS
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
When users have to jump between screens, apps, and inboxes, productivity suffers. This session shares best practices to create a harmonized digital experience—role-based, task-centered, and actionable—using Infor OS capabilities. Distributors will learn how to surface the right insights, alerts, and next-best actions directly in the flow of work, reducing training time and accelerating...
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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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Technical

11:15am CDT

(347) Managing APIs
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
APIs are the connective tissue of modern distribution ecosystems—eCommerce, 3PLs, carriers, marketplaces, and customer integrations. This session shows how to manage APIs in a way that creates harmony across security, performance, versioning, and change control. Distributors will learn practical governance patterns to reduce break/fix incidents, speed partner onboarding, and safely scale...
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Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Technical

11:15am CDT

(354) 5 ION scripts that will supercharge your dataflows
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
ION is powerful—but sometimes mapping alone just isn’t enough. In this session, we’ll build 5 reusable ION Script patterns that solve real-world problems. Walk away with 5 drop-in templates,
Speakers
avatar for Rob Thayer

Rob Thayer

Sr. Technical Consultant, NSA
Rob has been working in technology since 1993 and joined NSA in 2019. His experience with Infor Distribution dates back to 2006, supporting customers across the US and Canada. He enjoys building relationships with NSA clients in order to help them achieve their business goals. With... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  All ERPs, Technical

11:15am CDT

(108.2) Exciting New Functionality in CSD (Also occurs at 8am Tuesday)
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
This session will guide you through the exciting new features in Infor Cloudsuite designed to improve your workflow, boost productivity, and enhance user experience.
Speakers
SM

Sally Main

Solutions Consultant, Principal, Infor
Infor
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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, General ERP

11:15am CDT

(151) Planning the Perfect Event: CSD Event Triggers and Actions
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Learn how to create custom IDM Document Types and connect them to CSD functions using the Document Management context app. This session walks through practical examples that show how to streamline document organization, improve access to critical files, and embed document management directly into your workflows. Attendees will leave with a clear understanding of how to tie documents to processes...
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Speakers
avatar for Andrew Miller

Andrew Miller

Managing Consultant, Aktion Associates
Lead developer of CSD and SX.e for the supply chain division of Aktion Associates. Core competencies include Infor ION and BOD development, CSD extensions for frontend functionality and backend Progress development and upcoming v12 PostgreSQL changes for CSD.
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, General ERP

11:15am CDT

(217) How YOU can use Agentic AI in your daily workflow in distribution
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
AI assistants that understand ERP systems are here — but most distribution businesses are still figuring out what to actually do with them. This session skips the hype. Through live demonstrations, we'll show how modern AI tools can write custom CSD data extracts, answer specific questions like pricing, and design system integrations — and walk through what it takes to get started without a...
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Speakers
avatar for Jeremiah Curtis

Jeremiah Curtis

Director of Operations, Expertek
Jeremiah Curtis is Director of Operations at Expertek Systems Inc., where he leads the professional services and support teams serving the Infor distribution community. With nearly 30 years in enterprise technology — including over two decades at Infor Global Solutions — Jeremiah... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, General ERP, Technical

11:15am CDT

(220) Give Order Entry a Boost - Revisiting Lesser Used Features
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Order Entry has been enhanced beyond any other element of CSD. Often times we learn the basics but never revisit the standard functionality that may not have been critical to learn out of the gate. This session will focus on how you can take advantage of some of the powerful but lesser used features and functions such as enhanced Order Entry methods, invoice verification, and pricing worksheet...
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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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, Sales / Quoting / Order Entry

11:15am CDT

(305) Serials, Lots, Kits- OH MY!
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
This session explores the fundamentals and must-know aspects of utilizing this functionality in CSD as well as TWL. Come to this session to understand the do's and don'ts of serials, lots, and kits and how they can work for you vs against you.
Speakers
avatar for Lauren Bruckler

Lauren Bruckler

Consultant, ASW Global Consulting


Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, WMS / ISM / Operations

11:15am CDT

(362) CloudSuite Distribution: EDI
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
The New Paradigm. EDI using Business Object Documents (BODs) and API calls. In General, CSD does not support Flat File EDI processing. This session will review the CSD required setup for EDI (some new and some legacy), Review the most common transaction sets and how they translate from flat file Processing to BOD processing. We will review ION set up for EDI and review some EDI data flows for EDI...
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Speakers
avatar for Jim Hatch

Jim Hatch

Senior Consultant, Tridex Systems
Jim Hatch is s 35 year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer then transitioned to Infor where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSD / SX.e, Technical, EDI

11:15am CDT

(155) Strategic Supply Chain Planning for M3 ERP customers in a World of Continuous Disruption
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
Learn how strategic supply chain planning with M3 ERP helps organizations respond proactively to ongoing disruption, improving resilience, visibility, and decision-making across complex global supply networks
Speakers
JM

John Mercer

Solution Consultant, Supply Chain Planning, Infor
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSDE / M3, General ERP

11:15am CDT

(358) Process Mining for CSDe and M3
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
This session introduces participants to the process mining capabilities within Infor Process Intelligence. Attendees will learn how process mining provides deep visibility into actual process execution by comparing actual process execution against organizational standards. The session will highlight how mining tools uncover deviations, analyze root causes, and identify bottlenecks that impact...
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Speakers
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 →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD
  CSDE / M3, Technical

12:00pm CDT

Lunch in Legends Ballroom
Thursday May 21, 2026 12:00pm - 1:15pm CDT
TBD
Join us for a healthy lunch in the Legends Ballroom (2nd floor)
Thursday May 21, 2026 12:00pm - 1:15pm CDT
TBD
  Common Activities, Meals / Refreshments / Networking

1:00pm CDT

TECH DAY: Engineering the Experience: Widgets, Workspaces, and Infor Portal
Thursday May 21, 2026 1:00pm - 5:00pm CDT
Music Row 5
This session demonstrates how to extend the Infor user experience using context-aware widgets and Workspaces that respond to user actions and surface the most relevant data. You’ll learn how to design and deploy widgets that combine key information, actions, and metrics into a single, streamlined view. We’ll also cover essential Infor Portal capabilities—including branding, navigation,...
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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 Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

Thursday May 21, 2026 1:00pm - 5:00pm CDT
Music Row 5
  TECH DAY, Technical |   CSD / SX.e, Technical |   CSDE / M3, Technical

1:00pm CDT

TECH DAY: Revolutionize Your Operations: Unleashing the Power of Infor Enterprise Automation with RPA and iPaaS
Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 3
Discover how Infor Enterprise Automation leverages RPA and iPaaS to automate repetitive tasks and orchestrate end-to-end business processes.  This session will highlight practical use cases that show how automation can connect systems, accelerate workflows, and improve operational efficiency.
Speakers
avatar for Carsten Steinhoefel

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Phil Knott

Phil Knott

Sr Director, Development, Infor

Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 3
  TECH DAY, Technical, AI & Automation |   CSD / SX.e, Technical, AI & Automation |   CSDE / M3, Technical, AI & Automation

1:00pm CDT

TECH DAY: Unveiling the Data Fabric: Centralizing, Securing, and Empowering Enterprise Data
Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 4
This session explains the core concepts and components of Data Fabric.  You’ll learn how the security model controls access so the right users and systems see the right data. We’ll then walk through practical use cases that demonstrate how Data Fabric supports custom widgets, reporting, integrations, and external tools. The session concludes with an overview of recent enhancements...
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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 Kevin Heiman

Kevin Heiman

Sr Product Director, Infor


Thursday May 21, 2026 1:00pm - 5:30pm CDT
Music Row 4
  TECH DAY, Technical, Data Management |   CSD / SX.e, Technical, Data Management |   CSDE / M3, Technical, Data Management
 
Friday, May 22
 

8:00am CDT

TECH DAY: Mastering Infor ION: From Integration to Advanced Workflow Automation and Exception Handling
Friday May 22, 2026 8:00am - 12:00pm CDT
Music Row 5
This session provides a practical walkthrough of Infor ION’s core building blocks, from basic integrations to advanced capabilities such as scripting, data merging, and multi-step data flows. You’ll learn how to design and enhance ION Workflows using decision matrices, email templates, and IDM document attachments to support real business processes. The session also focuses on managing...
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Speakers
avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

avatar for Kevin Heiman

Kevin Heiman

Sr Product Director, Infor


Friday May 22, 2026 8:00am - 12:00pm CDT
Music Row 5
  TECH DAY, Technical, Document Management |   CSD / SX.e, Technical, Document Management |   CSDE / M3, Technical, Document Management

8:00am CDT

TECH DAY: Empower & Extend: Crafting Seamless, Secure Apps in the Infor Ecosystem
Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 3
This session shows how to extend the Infor ecosystem by building custom applications that integrate seamlessly with CloudSuite data, security, and role-based access. Learn how these apps deliver the same trusted experience as native Infor solutions and how to safely create secure, external-facing portals for customers and partners—all while maintaining full control over data access, security,...
See More →
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

Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 3
  TECH DAY, Technical |   CSD / SX.e, Technical |   CSDE / M3, Technical

8:00am CDT

TECH DAY: Infor OS: A Year of Innovation and Transformation
Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 4
This session highlights the major enhancements and new features introduced across the core Infor OS services over the past year. Each update is brought to life through practical, real-world examples that show how the capabilities can be used and the value they deliver.
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 Phil Knott

Phil Knott

Sr Director, Development, Infor

Friday May 22, 2026 8:00am - 12:30pm CDT
Music Row 4
  TECH DAY, Technical |   CSD / SX.e, Technical |   CSDE / M3, Technical
 

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