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For more information about Harmony! TUG CONNECTS 2026, please visit www.tugconnects.com
Type: CSD / SX.e clear filter
Monday, May 18
 

8:00am CDT

CSD Network Meeting
Monday May 18, 2026 8:00am - 12:00pm CDT
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 open, candid discussion on the things we don’t even know to ask yet.
 This highly interactive session is designed to help members:
  • Understand where CSD/WebUI is headed under new leadership
  • Learn what’s new (and what matters) in the April release
  • Hear unfiltered perspectives from experienced users and partners
  • Walk away knowing who to turn to when questions arise around integrations, APIs, EDI, extensions, and more
 
Whether you’re a long‑time customer or newer to WebUI and CSD, this meeting is your chance to connect, ask questions, and help shape the direction of the group.
We encourage all CSD/WebUI members to attend and participate.
Agenda: 
 8:00 AM:  Welcome, Leadership Transition & Introductions
  • Welcome and opening remarks
  • Introduction of new CSD/WebUI Co‑Leaders
  • Recognition of the CSD/WebUI Steering Committee
  • Brief overview of the meeting flow and objectives

8:15 – 9:00 AM:  Session 1: ERS — Reviewing, Submitting, and Driving Real Value
Presenter: Lance Melnik
  • Overview of the ERS process: reviewing and submitting requests
  • What Infor is looking for today
    • Emphasis on real‑world, practical use cases
  • Examples of ERS submissions that lead to meaningful product outcomes
  • How members can better influence future WebUI/CSD direction

9:00 – 9:45 AM:  Session 2: What’s New in the April WebUI/CSD Release
Presenter: Brandy Alderman (Infor)
  • Highlights of the April release
  • New features and enhancements relevant to CSD/WebUI users
  • What’s changed, what’s improved, and what to pay attention to
  • Brief Q&A

10:15 – 11:00am:  Session 3: “We Don’t Know What We Don’t Know” – Open Panel Discussion

11:15 - Noon:  Session 4: Open Mic — How Channel Partners Can Help (and When)
  • Open, moderated discussion focused on:
    • When to involve a channel partner
    • Where different partners tend to excel (EDI, APIs, ION, extensions, integrations, etc.)

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

8:00am CDT

Products and Pricing Network Meeting
Monday May 18, 2026 8:00am - 12:00pm CDT
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 to hear the latest updates and developments relevant to our group, including a discussion of Infor’s ERS system and what’s ahead.

Most importantly, this meeting provides valuable time to connect with your peers who face similar challenges, exchange insights, and build relationships that extend beyond the conference. Whether you’re looking for fresh ideas, partner support, or a deeper understanding of Infor’s roadmap, this is a must-attend session for anyone involved in product and pricing strategy

Here is our schedule for the Meeting.

Here is our schedule for the Meeting.

Start    Topic
8:00     Introduction, Agenda, ERS review
8:15      NSA presentation
8:30     Central Data presentation
9:00     Acumen Solutions presentation
9:15      Tridex Systems presentation
9:30     ASW Global Consulting presentation
9:45      Break
10:15    INFOR Update
11:15     Expertek Systems presentation
11:30    Earnest & Associates presentation
11:45    Wrap Up
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

8:00am CDT

Assembly & Service - ISM Network Meeting
Monday May 18, 2026 8:00am - 2:45pm CDT
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 what's working (and what isn't), and walk away with at least one idea you can put into practice. The best insights in this room won't come from a slide deck — they'll come from the people sitting next to you.


Today's Agenda:
  • 8:00 AM  - ISM Meeting Welcome session - introductions, network 
  • 9:00 AM  - ISM Roadmap and Case Study - Unified Infor CSD/ISM Analytics in Birst
  • 9:45 AM  - Break
  • 10:15 AM  - ISM: Improving Service Efficiencies: Unlocking your service tech’s potential with better scheduling. An in-depth review of scheduling & routing features including the interface to Google Maps, and a discussion of the Mobile App.
  • 11:15 AM - ISM Mobile
  • 12:00 PM  - Lunch
  • 1:00 PM  - Single Source Presentation - Top Extensions requested by Customers / Discuss CO-DEV
  • 2:00 PM  - ERS Discussion / Ask you ISM Question
  • 2:45 PM  - Meeting Adjourned

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

1:00pm CDT

Finance Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
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 Accounting
  • 2:00pm - Vendor presentations
  • 2:45pm - Break
  • 3:15pm - Vendor presentations
  • 4:15pm - Infor RPA AP Workflow demo, AP Dashboard/APECE


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

1:00pm CDT

Inventory Management Group Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
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 dive into the Buyer's Day. Let's make the most of our time together.

  • 1:00 - 1:45pm - Roundtable “Attendees Choice”:  It’s your 45 minutes! What do you want to Roundtable?  Roundtables lead by Brandy Meeker, Josh Serwe, and Mike Prestash and Grant Howard. Pick from a list of topics, and the most votes will be a roundtable.
  • 2:00 - 2:45pm - Brandy Alderman and Diane Dunbar with Infor will highlight upcoming enhancements in the October 2026 release and provide a look into the Advanced Buyer Workspace.
  • 2:45 - 3:15pm - Refreshment break
  • 3:15 - 4:00pm - Grant Howard, best practices inventory management authority, will lead a round table discussion regarding Infor’s Inventory Management Updates and Modernization project.  Infor has partnered with Grant for expertise, guidance and to bring users’ feedback to the project. Be part of the discussion, help confirm what is needed and have a voice in the priorities.
  • 4:15 - 5:00pm - Grant Howard presents a detail look at “A Buyers Day”.  Join your peers along with Inventory Expert Grant Howard for an information packed 45 mins on how Inventory Management affects the Big Picture and what the buyer’s day looks like.  Working the demand control center, surplus inventory, acknowledging and managing open PO’s, working exceptions in ICAMU, and other key items that move the needle for customer experience and profitability.
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

1:00pm CDT

Technical CSD/SX.e Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
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 Document Management (IDM), and gain insights into how these tools are shaping operational efficiency and driving innovation across industries.

The group also provides a unique opportunity to engage in forward-thinking conversations about the transformative impact of artificial intelligence, AI agents, and the critical importance of maintaining clean, organized, and reliable data to ensure successful implementation and sustained growth. Whether you're interested in leveraging emerging technologies or seeking to understand the current and future state of AI within industry systems, this networking group offers a collaborative environment for knowledge sharing and professional development.

Additionally, you’ll have the chance to join an exclusive roundtable discussion featuring Infor technical and product leadership, alongside AI development talent, to explore the cutting-edge capabilities of AI and the ERP NextGen platform. Hear directly from experts about emerging trends, best practices, and the future of enterprise systems powered by AI. Expand your expertise, stay ahead of the curve, and connect with like-minded peers who share a passion for technical excellence and innovation.
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

1:00pm CDT

WMS Network Meeting
Monday May 18, 2026 1:00pm - 5:00pm CDT
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 segment will highlight upcoming capabilities, key enhancements, and areas where members can expect meaningful improvements. We’ll also include a dedicated Q&A period to address member questions and spark discussion.

First Supply will be speaking about their automation journey within their new Distribution Center. Michael O'Brien(VP of IT) and David Church(IT Applications Manager) will walk through their decision-making process, implementation experience, and the operational gains they’re seeing today. It’s a chance to hear directly from a peer who has navigated the shift from traditional workflows to high‑density, robotics‑enabled fulfillment.

We’ll welcome several solution providers and implementation partners who support the WMS ecosystem. They’ll share the tools, services, and optimization strategies they offer—along with examples of how distributors are using these solutions to streamline processes, improve accuracy, and scale more confidently.

Afterwards, we’ll feature a roundtable segment designed for open conversation and peer problem‑solving. Group discussions will give everyone space to dig into real challenges and compare approaches and share key takeaways. Discussion topics may include RF workflow design, receiving and putaway strategies, cubes weights and unit of measure, labor planning, cycle counting, automation readiness, KPI tracking, and other member‑driven priorities.

Schedule:
1:00pm - Welcome and introductions
1:15pm  - TWL and WMS Roadmaps with Q&A periods for both
2:15pm - First Supply's Journey to Automation
2:45pm - Refreshment break
3:15pm - Partner presentations
4:15pm - Roundtables 
5:00pm - Meeting adjourned
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

3:15pm CDT

Assembly & Service - Value Add Network Meeting
Monday May 18, 2026 3:15pm - 5:00pm CDT
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 your world in a way that a general session simply can't replicate. This is your chance to get specific — about the workflows you're navigating, the Infor tools you're leaning on, and the workarounds you've built that maybe shouldn't have to be workarounds at all.


Come ready to share openly and listen actively. The goal isn't to have all the answers — it's to leave with better questions, a few new connections, and at least one idea worth taking back to your team.


Agenda:
  • 3:15 PM - Introductions, network / Introduction to CD Marketplace
  • 4:15 PM - ERS Discussion, Case Study and Roundtable discussion
  • 5:00 PM - Meeting Adjourned


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
 
Tuesday, May 19
 

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
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

8:00am CDT

(129) Discover the Latest AI Enabled Software Development Tools for CSD
Tuesday May 19, 2026 8:00am - 8:45am CDT
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 of “harness” development, skills, and pitfalls to avoid.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBA

8:00am CDT

(145) The Power of Inquiry: Navigating CSD with Ease
Tuesday May 19, 2026 8:00am - 8:45am CDT
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
* View real-time information to support customer and business decisions
* Use Inquiry Screens as a go-to resource for day-to-day tasks

Whether you’re helping a customer, verifying pricing, or tracking an order, CSD’s Inquiry Screens make it easy to get answers in seconds.
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

8:00am CDT

(156) Utilizing Role Based Security
Tuesday May 19, 2026 8:00am - 8:45am CDT
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

8:00am CDT

(172) Best Practices to Streamline your Day-to-Day Operations
Tuesday May 19, 2026 8:00am - 8:45am CDT
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 can help you identify what truly requires your attention versus what can be automated or streamlined. Through practical examples and proven workflows, you'll learn to:
- Distinguish between meaningful exceptions and process noise
- Design reporting systems that highlight actionable insights
- Implement event triggers and workflows that reduce manual intervention
- Balance exception monitoring with holistic process understanding

Whether you're drowning in alerts or missing critical issues, this session will provide frameworks and best practices to enhance your operational efficiency by knowing exactly where to focus your attention.

Ideal for: Operations managers, process improvement professionals, and anyone looking to optimize their approach to system monitoring and workflow management.
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

8:00am CDT

(224) Order Entry Optimization
Tuesday May 19, 2026 8:00am - 8:45am CDT
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

8:00am CDT

(278) The most important function in CSD - Receiving!!!
Tuesday May 19, 2026 8:00am - 8:45am CDT
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 downstream process—from inventory accuracy and order fulfillment to billing and financial reporting.

The course provides comprehensive coverage of CSD's receiving workflow, including Purchase Acknowledgement (POEA), the strategic use of Purchase Pre-Receiving (PORII) and its advantages, and detailed exploration of the Receiving function (POEI). Attendees will learn best practices for assigning receiving responsibilities, navigating header information and line item processing, understanding the Final Update process, and handling receiving corrections when mistakes occur. The session also highlights practical efficiencies and techniques to improve receiving accuracy and speed.

By the end of this session, you will understand why receiving serves as the foundation of inventory integrity in CSD, who should own the receiving process within your organization, what efficiency tools are available to enhance accuracy, and how to effectively manage receiving corrections. This session is essential for warehouse managers, receiving personnel, inventory controllers, and anyone responsible for maintaining accurate stock levels and operational excellence in CSD.
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

8:00am CDT

(325) CSD Has a New Architecture, Now What?
Tuesday May 19, 2026 8:00am - 8:45am CDT
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 avoid common pitfalls so your environment stays supportable, scalable, and ready for what’s next.
Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

Tuesday May 19, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(338) Extensibility Training 101
Tuesday May 19, 2026 8:00am - 8:45am CDT
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

9:00am CDT

(623) Spark Session: Grow Your Business, Not your Bad Debt
Tuesday May 19, 2026 9:00am - 9:15am CDT
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 insight into customer payment behavior. The result: faster cash, smarter credit decisions, and an AR function that actually supports growth.
Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Tuesday May 19, 2026 9:00am - 9:15am CDT
Theater 2, Solutions Center

9:15am CDT

(503) Kodaris: A Turnkey Solution for Payment Processing and Financial Services
Tuesday May 19, 2026 9:15am - 9:45am CDT
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 portals
  • Embedded CSD payment processing (Card Present and Not Present)
  • E-Commerce checkout (platform agnostic)
  • ACH & EFT payment options
  • Automated Reconciliation
  • Token Synchronization
  • Secure Payment Request Links
  • Store Credits & Gift Cards processing
  • AP Payments processing

You'll see firsthand how a robust financial platform drives efficiency by eliminating double-entry, automating reconciliation, and giving your team a single pane of glass for every payment flow. We'll also walk through real-world configuration options like customer-level payment personalization, Level 2/3 B2B fee optimization, and AI-powered fraud protection, so you can.

Three Takeaways:
  • One platform, every payment flow: Learn how Kodaris consolidates AR, AP, e-commerce, and in-person payments into a single pane of glass natively inside your Infor Distribution ERP, eliminating double-entry and disconnected systems.
  • Automation that reduces risk: Discover how automated reconciliation, token synchronization, and AI-powered fraud protection reduce manual errors and protect your business.
  • Real-world configuration for B2B needs: Understand how customer-level payment personalization and Level 2/3 B2B fee optimization can be configured to fit your business.
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

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
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 — showing how ERP data can power everything from complex parts creation and configurators to job management portals and customer self-service tools. See what's actually possible, steal some ideas, and leave knowing exactly what "a great B2B website" looks like in the real world.
Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 9:15am - 9:45am CDT
Music Row 1

9:15am CDT

(508) TWL Housekeeping Dashboards with ASW Global Consulting
Tuesday May 19, 2026 9:15am - 9:45am CDT
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

9:15am CDT

(517) What's New in CD Marketplace
Tuesday May 19, 2026 9:15am - 9:45am CDT
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

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
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 discuss what's on the roadmap, including AI enablement, for later in the year.
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

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
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 revenue. Learn how modern commerce platforms work seamlessly on top of Infor, empowering your team to personalize, scale, and move fast without waiting on the next upgrade cycle.
Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Tuesday May 19, 2026 9:20am - 9:35am CDT
Theater 2, Solutions Center

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
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 efficiency play but a direct competitive weapon. This session shows how AI is closing both gaps simultaneously.
Speakers
BF

Ben Firman, Continuum

Sales, Continuum

Tuesday May 19, 2026 9:40am - 9:55am CDT
Theater 2, Solutions Center

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
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 toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach
Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 10:00am - 10:15am CDT
Theater 1, Solutions Center

10:00am CDT

(614) Spark Session: AI for CSD - The Formula for Success
Tuesday May 19, 2026 10:00am - 10:15am CDT
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

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
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 — showing how ERP data can power everything from complex parts creation and configurators to job management portals and customer self-service tools. See what's actually possible, steal some ideas, and leave knowing exactly what "a great B2B website" looks like in the real world.
Speakers
JE

Jon Emerson

Account Executive, Americaneagle.com

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Music Row 2

1:15pm CDT

(507) Modernize Payment Acceptance: A Live Demo of EBizCharge for CSD
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 suite of payment features — From Credit Card & ACH processing and Recurring Billing to Email Payment Links, a Customer Portal, Surcharging, EMV, and PCI-validated compliance. Everything your team needs is built in and ready to go.
  • Know what's possible for your team — Walk away with a clear picture of how EBizCharge can be implemented and what it looks like day-to-day for AR, finance, and operations.
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

1:15pm CDT

(509) Modernizing Payment Processing in Infor CloudSuite Distribution with Securely
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 Consulting will introduce Securely and explore how distributors can streamline and modernize payment processing within CSD.
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

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
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 operations, and demonstrate how this industry-leading model is built into our ProSales tool to yield incredible insights.
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

1:15pm CDT

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

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
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 your seat, and watch real ERP data come back to your phone in seconds. If your counter staff is buried in calls, your after-hours orders are going to competitors, and your portal adoption is stuck in single digits, this is the session you don't want to miss.
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

1:15pm CDT

(530) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 accuracy and control.

Using real customer examples, this session will walk through how modern incentive management works, from data synchronization through payment and claw backs, and demonstrate how companies can scale incentive programs without increasing risk or administrative burden.
Speakers
avatar for Marty Rhodes

Marty Rhodes

Product Manager, Single Source Systems

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 3

1:15pm CDT

(533) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach

Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 4

1:15pm CDT

(535) Bid Prep for CloudSuite Distribution
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 more opportunities overall. Come see Bid Prep in action and learn what it can do for your business.
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

1:15pm CDT

(538) Warranty: The HVAC and Plumbing Distribution Problem Everyone Has
Tuesday May 19, 2026 1:15pm - 1:45pm CDT
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 customer churn from a broken experience that contractors never forget. This session breaks down exactly where the P&L bleeds and shows how leading distributors on Infor are automating their way from liability to competitive advantage.
Speakers
avatar for Ben Firman, Continuum

Ben Firman, Continuum

VP of Sales, Continuum

Tuesday May 19, 2026 1:15pm - 1:45pm CDT
Cumberland 5

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
Ready to navigate the future of CSD? Join us for an engaging deep-dive into the latest roadmap that's set to transform how we connect, innovate, and grow. Whether you're a new customer or have been around a while, this session will give you clear insights, exciting milestones and a peek behind the curtain. Don't miss out - it's going to be an adventure!

In this session you will:

  1. Share in our success as we review the accomplishments over the last year
  2. Peak a few months into the future to see the excitement that awaits you in October's release
  3. Time travel into 2027 and beyond to see the exhilarating enhancements we have planned

Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(201) GL Accounts Setups, R&D Operator and Journal Originations
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
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 session will trace the path from transaction initiation through journal origination, examining how different functions—including billing, payments, adjustments, and inventory movements—trigger specific GL account assignments. Attendees will gain clarity on the relationship between operational transactions and financial posting, learn to troubleshoot GL mapping issues, and understand best practices for ensuring accurate financial reporting. This session is crucial for finance team members, accounting managers, system administrators, and anyone responsible for maintaining the integrity of financial data within CSD.
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

2:00pm CDT

(209) Managing Tariffs
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
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

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
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

2:00pm CDT

(222) Understanding Promise Dates and Ship Dates
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
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

2:00pm CDT

(380) Hands-on Lab - CSD Extensions
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
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

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
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 discuss what's on the roadmap, including AI enablement, for later in the year.
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

3:30pm CDT

(112) Getting the most from CSD: Commonly Under-used Features
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
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

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
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
• Where do we start?!
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

3:30pm CDT

(130) AI: Uncovering Your Businesses Patterns
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
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

3:30pm CDT

(141) Leveraging all Levels of Reporting within the CSD GL Module
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
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

3:30pm CDT

(214) Managing Pricing records using PDEM
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
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 interface, understand pricing hierarchies and structures, handle price adjustments and effective dating, and troubleshoot common pricing-related issues. Whether you're new to Infor CSD or looking to optimize your pricing management workflows, this session will equip you with the knowledge to efficiently manage pricing records and maintain data integrity across your customer service operations.
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

3:30pm CDT

(226) Infor CPQ (Configure Price Quote) - Picture What's Possible
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
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. Discover how Infor’s CPQ Visualization can elevate your entire sales game!
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

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
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

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
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

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
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

4:30pm CDT

(267) Connect the Docs: Custom IDM Document Types
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
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

4:30pm CDT

(314) WLIT & Daily TWL Housekeeping
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
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 issue resolution, and more consistent warehouse execution.
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

4:30pm CDT

(315) Proof of Delivery – POD Overview on CSD and Your Mobile Device
Tuesday May 19, 2026 4:30pm - 5:00pm CDT
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

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
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
 
Wednesday, May 20
 

8:00am CDT

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

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

Whether you prefer simplicity or detail, this session will help you make CSD feel like it was built just for you.
Speakers
avatar for Nicole Tack

Nicole Tack

Director of ERP, Republic Electric
Nicole Tack is a business professional focused on improving operational efficiency, communication, and ERP system adoption—especially during periods of change. She helps teams navigate new processes while identifying opportunities for long-term improvement. Nicole is a returning... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

Brian Nigri

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

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

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

8:00am CDT

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

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

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

8:00am CDT

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

Tony Bruckler

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

8:00am CDT

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

Jerrold Griffus

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

8:00am CDT

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

Scott Westrum

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

9:00am CDT

(603) Spark Session: Game Changers! The CSD Extensions You Need to Know
Wednesday May 20, 2026 9:00am - 9:15am CDT
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

9:15am CDT

(504) The Kodaris AI Platform: Artificial Intelligence With a Purpose
Wednesday May 20, 2026 9:15am - 9:45am CDT
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 secure? Do I have consistent, well defined processes that will open up the possibilities of AI automation? Come to this session to discover how Kodaris is working with our community to answer these questions. Learn about how AI tooling has become a core component of our platform, with well defined use cases including:

• AI Product Information Management
• Automation rules engine
• AP and Order Automation using AI
• AI Hybrid Search in Commerce
• AI Knowledge Base (Internal and Customer facing)

Additionally, Kodaris will be giving you a sneak peak of several new AI projects in development.

Three Take Aways:
• AI built into the platform: Discover how Kodaris has embedded AI tooling directly into its platform with well-defined use cases designed specifically for distributors.
• Answers to your biggest AI questions: Learn how to evaluate data readiness, maintain data security, and identify use cases that will drive real business value.
• Practical AI automation for distribution: Explore how consistent, well-defined processes unlock AI automation across key workflows like AP processing, order management, and PIM.
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

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
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 you know what to look for. The truth lies within your data and when used correctly, can be transformative. That’s where our Profitabiliy suite delivers. Bulit on theflexible, industry leading MS Power BI, It answers the questions that matter and leverages your ERP as a catalyst for smart growth—generating deeper insights, sharper decisions, and actionable results.

Join us as we explore the different components of the suite and see how they are used to empower your sales team and/or customers in the field, aid in pricing and key operational strategies and decisions
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

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
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 exporting pricing and mass adjustments, the program sports a price simulator that lets you perform what-if analysis on your new pricing. IT also uses the latest AI technology to analyze your pricing and find anomalies and opportunities to improve results.

This demo session will walk you through this new product that will put money back in your pocket.
Speakers
avatar for Andrew Mostello

Andrew Mostello

CTO, Expertek Systems

Wednesday May 20, 2026 9:15am - 9:45am CDT
Music Row 5

9:15am CDT

(534) Unlocking Infor: How to Fix Product Data Without Replacing Your ERP
Wednesday May 20, 2026 9:15am - 9:45am CDT
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 toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach
Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Wednesday May 20, 2026 9:15am - 9:45am CDT
Cumberland 3

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
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 branded digital catalogs purpose-built for the way your customers and sales reps actually work. From full catalog loading and real-time inventory and pricing sync, to configurable markups, flexible fulfillment options, and bi-directional ERP integration with both your system and your customer's, ROC’s Digital Factory puts you in control of the entire experience.

If you're still relying on PDF flipbooks or static catalogs to drive sales, or you're looking for new ways to deepen loyalty and grow revenue through your customer base, this is a must-attend session.
Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 2

9:15am CDT

(542) Wholesail + Infor CSD: Smarter Onboarding, Better Credit Decisions, Faster Payments
Wednesday May 20, 2026 9:15am - 9:45am CDT
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 credit with intelligent risk scoring and human-in-the-loop agents — so your AR portfolio becomes a sales asset, not just a collections function.
  • How a pre-built, no cost integration to Infor CSD enables customers to see their accurate account standing and make payments 24/7, your AR team to save time via automated reconciliation, and your sales team to onboard new customers and see their order and payment behavior easily.
Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Wednesday May 20, 2026 9:15am - 9:45am CDT
Mockingbird 3

9:15am CDT

(554) Partner Demo - Nuvo
Wednesday May 20, 2026 9:15am - 9:45am CDT
0
Wednesday May 20, 2026 9:15am - 9:45am CDT
Old Hickory

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
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 LLM-driven world, and quick wins you can act on right away — from structuring content for AI readability to building the authoritative, third-party presence that LLMs trust. No fluff, no theory: just a practical playbook for anyone managing a B2B digital presence.
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

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
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 toward scalable, zero-touch processes that power better digital experiences.

3 Key Takeaways:
  • Where it breaks: Why product data challenges in Infor environments are caused by the transformation layer, not the ERP
  • How to fix it: A practical approach to connecting multiple data sources into clean, structured product content
  • What’s next: How to reduce manual effort and deliver eCommerce-ready data faster with a zero-touch approach

Speakers
AL

Allyson Larson, Bluemeteor

Account Executive, Bluemeteor

Wednesday May 20, 2026 10:00am - 10:15am CDT
Theater 2, Solutions Center

1:15pm CDT

(518) Introducing CD Audit and CD Schedule
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
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 is a lightweight, simple, visual, CSD-connected scheduling tool that allows production managers to plan, assign, and adjust work quickly without introducing the complexity of full manufacturing planning (MRP).
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

1:15pm CDT

(531) Toss the Spreadsheets; IncentViz Redefines Commission and Rebate Management!
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
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 accuracy and control.

Using real customer examples, this session will walk through how modern incentive management works, from data synchronization through payment and claw backs, and demonstrate how companies can scale incentive programs without increasing risk or administrative burden.
Speakers
avatar for Marty Rhodes

Marty Rhodes

Product Manager, Single Source Systems

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Cumberland 3

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
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 how distributors across HVAC, plumbing, electrical, and industrial are using it to calculate, and eliminate, the true cost of their returns process.
Speakers
avatar for Ben Firman, Continuum

Ben Firman, Continuum

VP of Sales, Continuum

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 1

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
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 branded digital catalogs purpose-built for the way your customers and sales reps actually work. From full catalog loading and real-time inventory and pricing sync, to configurable markups, flexible fulfillment options, and bi-directional ERP integration with both your system and your customer's, ROC’s Digital Factory puts you in control of the entire experience.

If you're still relying on PDF flipbooks or static catalogs to drive sales, or you're looking for new ways to deepen loyalty and grow revenue through your customer base, this is a must-attend session.
Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 2

1:15pm CDT

(543) Wholesail + Infor CSD: Smarter Onboarding, Better Credit Decisions, Faster Payments
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
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 credit with intelligent risk scoring and human-in-the-loop agents — so your AR portfolio becomes a sales asset, not just a collections function.
  • How a pre-built, no cost integration to Infor CSD enables customers to see their accurate account standing and make payments 24/7, your AR team to save time via automated reconciliation, and your sales team to onboard new customers and see their order and payment behavior easily.

Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Wednesday May 20, 2026 1:15pm - 1:45pm CDT
Mockingbird 3

1:15pm CDT

(545) CSD Extensions - Know Your Options & See What's New!
Wednesday May 20, 2026 1:15pm - 1:45pm CDT
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

2:00pm CDT

(100.2) Charting the Course: Your CSD Roadmap Unlocked! (Also occurs at 2pm Tuesday)
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
Ready to navigate the future of CSD? Join us for an engaging deep-dive into the latest roadmap that's set to transform how we connect, innovate, and grow. Whether you're a new customer or have been around a while, this session will give you clear insights, exciting milestones and a peek behind the curtain. Don't miss out - it's going to be an adventure!

In this session, you will:
  1. Share in our success as we review the accomplishments over the last year
  2. Peak a few months into the future to see the excitement that awaits you in October's release
  3. Time travel into 2027 and beyond to see the exhilarating enhancements we have planned

Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

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

John Kociuba

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

2:00pm CDT

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

Delaney Neubauer

Central Data

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

2:00pm CDT

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

Siddharth Chalasani

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

Suresh Jayaraman

SVP of Product Management, Infor
Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

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

Josh Serwe

Director of Operations, Anchor Paper Co.

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

2:00pm CDT

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

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

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

2:00pm CDT

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

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

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

Tony Bruckler

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

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
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 LLM-driven world, and quick wins you can act on right away — from structuring content for AI readability to building the authoritative, third-party presence that LLMs trust. No fluff, no theory: just a practical playbook for anyone managing a B2B digital presence.
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

3:30pm CDT

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

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

Andy Oberschmidt

Lead Software Engineer, Acumen Group

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

3:30pm CDT

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

Brandy Meeker

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

3:30pm CDT

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

Brent Knull

Business Consultant, Acumen Group
As a Business Consultant at Acumen Group, I help distribution organizations get real, lasting value from their Infor ERP investment. With 10+ years of hands-on experience in SX.enterprise and CloudSuite Distribution — and 15+ years working in the distribution industry — I bring... Read More →
Wednesday May 20, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

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

Delaney Neubauer

Central Data

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

3:30pm CDT

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

Brian Jones

VP Technology, NSA

avatar for Sergio Garcia

Sergio Garcia

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

3:30pm CDT

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

John Kociuba

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

3:30pm CDT

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

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

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

Tony Bruckler

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

4:30pm CDT

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

Brian Kelly

Consultant, Acumen Group

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

4:30pm CDT

(170.2) Mergers & Acquisitions - Part 2 (Part 1 occurs at 4:30pm Tuesday)
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
Acquiring a new company isn't just a lot of paperwork and contracts. What are the considerations for CSD? Steps and considerations on how to merge companies and/or add a new acquisition to CSD.
Speakers
avatar for Carol Shinya

Carol Shinya

Director of Global Accounts, NSA
BIG Supporter of TUG, believe it's a great group, well organized: run by the users for the users!  I've been a long time user or implementer of all things SX.enterprise & CSD.
avatar for Kathy Lundquist

Kathy Lundquist

VP of Professional Services, NSA
TUG is by far the best distribution ERP user group with strong participation from seasoned users and industry professionals.  With over 25 years of SX.e and CSD CloudSuite Distribution consulting experience, my primary focus is helping companies leverage system knowledge for Mergers... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Steve Bloesing

ERP Manager, Gypsum Management & Supply
Started career as a CPA in public, private and government accounting.Joined Infor (NxTrend Technologies) as a Business Consultant in August 1998. Lead consultant on over 50 SX.e implementations and assisted in over 200 others.Joined GMS in April 2014 as ERP expert. Involved in acquisitions... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Errin Bray

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

4:30pm CDT

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

Understanding Proactive Inventory Management: Recognize why maintaining accurate inventory is critical for efficient business operations.
TWL Cycle Counting Best Practices: Discover strategies for setting up and conducting cycle counts that enhance inventory accuracy.
Daily Inventory Housekeeping: Learn best practices for maintaining daily inventory operations to prevent discrepancies and improve overall inventory management.
By the end of this session, participants will be equipped with the knowledge to optimize their inventory management practices and support seamless business operations.
Speakers
avatar for Brian Munday

Brian Munday

Consultant, ASW Global Consulting
I am not just a consultant, I know warehousing .
I have spent my entire career in warehoiusing an distribution. I started on the assembly floor and working my way through every job in the warehouse.
With twenty years of experience in warehousing, distribution, purchasing, project management, and software implementations, I’ve developed the ability to see all sides of a problem and come up with creative, complete solutions.Continuous improvement isn’t just a slogan for me. If y... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Diane Dunbar

Director, Solution Consulting, Infor
I started working with software companies service wholesale distribution in 1992. ​I spent the first few years of career working in sales and the next few years in implementation. In 2002 I moved into a pre-sales/Solution Consulting role and joined Infor in 2012. In 2022 I was promoted... Read More →
avatar for Brandon Stacken

Brandon Stacken

Principal Solution Consultant, Infor
I am a Principal Solution Consultant within the wholesale distribution division of Infor primarily responsible for providing solution and industry expertise as a trusted advisor to our customers as well as a voice for our Infor Distribution products with 12+ years of experience using... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Jerrold Griffus

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

4:30pm CDT

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

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

Brian Nigri

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

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

Director, Product Management, Infor
Hi!  Most of you know who I am, but for those of you who don't...  I'm the Product Manager for CSD which includes ISM, POD, Storeroom, and TWL.

I've been a customer, a partner, and now a product manager and have been using CSD/SX.e for 25 years now.

I work with partners, customers, and your TUG leadership to identify priority features for CSD and work hand-in-hand with development to establish the roadmap for the future... Read More →
avatar for Julie Baltes

Julie Baltes

Sr. Director Development, Infor
Julie is a Sr. Director of Software Development for Infor, with more than 20 years of expertise focused on Distribution.  She had experience with many aspects of enterprise Distribution solutions, including development, support, quality assurance, business analysis, and enterprise... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Roger Realsen

Director of Cloud Technologies, Tridex Systems
Roger Realsen is a 30+ year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer in 1993 where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and... Read More →
avatar for Mark Jelencic

Mark Jelencic

Consutlant, Tridex Systems
Mark has served many roles in supply chain for around 20 years, primarily focusing on inventory management and controls, purchasing, and financial analysis.  15 of those years was spent building and tailoring custom ERP’s, meeting, or exceeding client expectations, while increasing... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD
 
Thursday, May 21
 

8:00am CDT

(157) Cybersecurity: Managing Security in CSD
Thursday May 21, 2026 8:00am - 8:45am CDT
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 effectively as part of a broader security strategy.
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

8:00am CDT

(202) Building Better Insights: Setting Up Financials in CSD Analytics
Thursday May 21, 2026 8:00am - 8:45am CDT
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 analytics reflect the story you want your financials to tell.
Speakers
avatar for Brian Kelly

Brian Kelly

Consultant, Acumen Group

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

(265) IDM Utility Overview
Thursday May 21, 2026 8:00am - 8:45am CDT
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 where you can define all necessary attributes based on the document type. We will load product images in the session.
Speakers
avatar for Scott Whitson

Scott Whitson

Business Consultant, Central Data

Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

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
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 whether changes actually stick. Walk away with a sharper approach to reducing variability and improving supply reliability.
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

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
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

8:00am CDT

(286) Managing Inbound EDI Acknowledgements: EDI 855
Thursday May 21, 2026 8:00am - 8:45am CDT
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 asked to time travel?
- Did the vendor acknowledge a different item… has the item been superseded?
- Did the vendor change the pricing… new pricing in effect, or pricing deals have expired

You’ll learn how to spot purchase order errors before they snowball, verify critical details, and decide when to accept what’s to be delivered — and when it’s time to push back. By the end, you’ll be confidently reviewing acknowledgements like a pro, catching the small mistakes that make a big difference.
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

8:00am CDT

(301) Infor Service Management (ISM) Roadmap
Thursday May 21, 2026 8:00am - 8:45am CDT
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, and supply. Leave with a forward-looking view that supports smarter investment planning and adoption timing.
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

8:00am CDT

(306) Mastering TWL Warehouse Zones: Optimize Space, Speed and Accuracy
Thursday May 21, 2026 8:00am - 8:45am CDT
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 operational workflows, and leveraging TWL’s capabilities to maximize efficiency.

What you'll learn:

How to structure zones for receiving, picking, packing, and shipping
The impact of zone setup on labor productivity and order accuracy
Real-world examples of effective zone configurations
Common pitfalls and how to avoid them
Perfect for warehouse managers, logistics professionals, and TWL system users looking to elevate their warehouse performance.

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

8:00am CDT

(316) Getting the most from TWL H5 functionality
Thursday May 21, 2026 8:00am - 8:45am CDT
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 ideas they can apply immediately to increase throughput and service levels.
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

8:00am CDT

(323) Managing your Data Conversions
Thursday May 21, 2026 8:00am - 8:45am CDT
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

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
Why that 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 efficiency play but a direct competitive weapon. This session shows how AI is closing both gaps simultaneously.

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

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
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 revenue. Learn how modern commerce platforms work seamlessly on top of Infor, empowering your team to personalize, scale, and move fast without waiting on the next upgrade cycle.
Speakers
MB

Michael Benedict, ROC Commerce

General Manager, ROC Commerce

Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 1, Solutions Center

9:45am CDT

(624) Spark Session: Grow Your Business, Not your Bad Debt
Thursday May 21, 2026 9:45am - 10:00am CDT
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 insight into customer payment behavior. The result: faster cash, smarter credit decisions, and an AR function that actually supports growth.
Speakers
avatar for Eli Chait, Wholesail

Eli Chait, Wholesail

CEO, Wholesail

Thursday May 21, 2026 9:45am - 10:00am CDT
Theater 2, Solutions Center

10:00am CDT

(106) Maximizing ROI: Unlocking Your ERP’s Full Potential
Thursday May 21, 2026 10:00am - 10:45am CDT
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 hidden costs that erode your bottom line. Learn proven techniques for engaging stakeholders, streamlining workflows, and optimizing system configuration to align with your business objectives.
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

10:00am CDT

(116) Top 10 Mistakes Clients Make in Implementing Cloudsuite
Thursday May 21, 2026 10:00am - 10:45am CDT
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

10:00am CDT

(206) Month-End and Year-End Best Practices
Thursday May 21, 2026 10:00am - 10:45am CDT
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

10:00am CDT

(212) Using Price Sheets
Thursday May 21, 2026 10:00am - 10:45am CDT
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 them to customer accounts, understand pricing precedence and override rules, and utilize Price Sheets for promotional pricing or special rate schedules. Attendees will gain hands-on insights into best practices for organizing pricing data, reducing manual entry errors, and ensuring pricing accuracy at scale. This session is ideal for billing analysts, customer service managers, and CSD administrators looking to optimize their pricing workflows and improve operational efficiency.
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

10:00am CDT

(227) On-Demand Kits and Value-Add Made Easy with CPQ
Thursday May 21, 2026 10:00am - 10:45am CDT
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) How leading distributors are already boosting speed, accuracy, and efficiency with CPQ Automation

If you’re serious about accelerating operations and eliminating errors from sales-to-production, this is the session you can’t afford to miss.
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

10:00am CDT

(272) Inventory Management Tips and Tricks Roundtable
Thursday May 21, 2026 10:00am - 10:45am CDT
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 who've cracked the code. Bring your toughest inventory challenges and leave with practical solutions you can implement immediately.
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

10:00am CDT

(312) Keeping CSD and TWL in Sync
Thursday May 21, 2026 10:00am - 10:45am CDT
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: Yes, it works! A deep dive into leveraging TWL to streamline counter sales processes in a tech-forward session.
Inventory Control Essentials: Explore proven techniques for:
Accurate counting and replenishment.
Addressing short picks effectively.
Avoiding physical inventories (PIs) with smarter strategies.
This session is designed for teams seeking to elevate their warehouse operations, improve inventory accuracy, and achieve a harmonious balance between systems and processes. Whether you're troubleshooting or looking to optimize, this session has you covered.
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

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
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. Join Steve McEnany, TUG Board Member and SVP of Marketing & Technology at Midwest Wheel Companies, for a live demonstration of how ChatGPT 5 Plus can be used to concept, generate, and refine a working extension in CSD using Java and Infor’s extension framework. We’ll walk through real-world business logic (not just “Hello World”) and use the new Infor AI Code Reviewer to validate and improve it — creating a production-ready enhancement right before your eyes.

Whether you’re an experienced extension developer or just exploring how AI can accelerate development, you’ll leave this session with practical examples, workflow tips, and the confidence to leverage AI in your own CSD customization projects.
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

10:00am CDT

(360) Using ETCC to manage EDI orders
Thursday May 21, 2026 10:00am - 10:45am CDT
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 item?
- Does the address exist, or are we shipping to a cornfield?

You’ll learn how to review, question, and politely distrust everything that arrives. When something looks right, you approve it with confidence. When it doesn’t, you reject it like a seasoned professional (and maybe save the company from a very awkward phone call). By the end, you’ll be fluent in spotting problems before they become problems — because the best customer issue is the one that never ships.
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

11:15am CDT

(108.2) Exciting New Functionality in CSD (Also occurs at 8am Tuesday)
Thursday May 21, 2026 11:15am - 12:00pm CDT
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

11:15am CDT

(151) Planning the Perfect Event: CSD Event Triggers and Actions
Thursday May 21, 2026 11:15am - 12:00pm CDT
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 for greater efficiency and control.
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

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
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 large IT project.

Whether you're evaluating options or ready to build, you'll leave with a realistic picture of what's possible in your operation today. This session will teach you what tools are available, what processes you can implement and how you can maximize modern AI tooling today.
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

11:15am CDT

(220) Give Order Entry a Boost - Revisiting Lesser Used Features
Thursday May 21, 2026 11:15am - 12:00pm CDT
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 functionality.
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

11:15am CDT

(305) Serials, Lots, Kits- OH MY!
Thursday May 21, 2026 11:15am - 12:00pm CDT
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

11:15am CDT

(362) CloudSuite Distribution: EDI
Thursday May 21, 2026 11:15am - 12:00pm CDT
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 processing transactions.
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

1:00pm CDT

TECH DAY: Engineering the Experience: Widgets, Workspaces, and Infor Portal
Thursday May 21, 2026 1:00pm - 5:00pm CDT
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, workspace configuration, announcements, and security—along with practical tips to improve usability while reducing administrative effort and maintenance overhead.
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

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
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

1:00pm CDT

TECH DAY: Unveiling the Data Fabric: Centralizing, Securing, and Empowering Enterprise Data
Thursday May 21, 2026 1:00pm - 5:30pm CDT
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 and a look ahead at upcoming capabilities.
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
 
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
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 exceptions—showing how to use workflows, monitors, and alarms to detect issues, automate responses, identify trends, and escalate problems effectively.
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

8:00am CDT

TECH DAY: Empower & Extend: Crafting Seamless, Secure Apps in the Infor Ecosystem
Friday May 22, 2026 8:00am - 12:30pm CDT
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, and governance.
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

8:00am CDT

TECH DAY: Infor OS: A Year of Innovation and Transformation
Friday May 22, 2026 8:00am - 12:30pm CDT
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
 


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