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For more information about Harmony! TUG CONNECTS 2026, please visit www.tugconnects.com
Venue: TBD clear filter
Sunday, May 17
 

3:00pm CDT

Registration Desk Open 2nd Floor
Sunday May 17, 2026 3:00pm - 6:00pm CDT
Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.
Sunday May 17, 2026 3:00pm - 6:00pm CDT
TBD

5:00pm CDT

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

Lauren Brown

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

6:00pm CDT

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

Gather with fellow attendees for a reception and elegant dinner as we recognize this year's inductees and toast to the spirit of collaboration, generosity, and shared purpose that defines our community. Whether you're cheering on a colleague or witnessing the tradition for the first time, this is an evening you won't want to miss.

Sunday May 17, 2026 6:00pm - 9:00pm CDT
TBD
 
Monday, May 18
 

6:45am CDT

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

Lauren Brown

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

7:00am CDT

Registration Desk Open
Monday May 18, 2026 7:00am - 6:00pm CDT
Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.
Monday May 18, 2026 7:00am - 6:00pm CDT
TBD

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

8:00am CDT

CSDe / M3 Network Meeting
Monday May 18, 2026 8:00am - 2:45pm CDT
Welcome to the TUG CSDE Network Meeting — and to TUG CONNECTS 2026! This is your community for connecting with fellow CSDE users to share insights, tackle challenges, and explore everything this powerful distribution platform has to offer.

Agenda:
8:00 AM: Welcome 
  • Welcome and opening remarks, Brief overview of the days agenda

8:10 – 9:00 AM: Session 1: Infor Velocity Suite - What is it & What’s New! Hosted by Infor’s Max Fisher- Director, Product management and all round nice guy. 

  • Infor Velocity Suite - What is it & What’s New!
Break 9:00-9:15am


9:15 – 10:00 AM: Session 2: Agile Dragon presents CSDE Finance Reporting. Hosted by Ching Cooper 

Break 10:00 – 10:15

10:15 – 11:00am: Session 3: “” – M3 and Thing You Don’t Know. Hosted by John Panzenhagen

  • Identify some of the hidden aspects of M3
  • Discover areas that need proactive management
  • Identify potential problem areas and how to avoid them
Break 11:00 – 11:15

11:15 - Noon: Session 4: Open Mic —

  • Open, moderated discussion focused on: Network Leaders, Meetings and monthly webinars, what we can do to improve M3 Reach

01:10pm – 01:50pm: Session 5: Using AI in Infor to Increase Productivity, Reduce Costs, and Grow Revenue. Hosted by Justin Johnson GoMotivate

  • Sales Order Automation to streamline order processing and reduce pricing errors • Sales Insights to analyze historical Infor data and surface revenue opportunities • PO to Cart to convert emailed purchase orders into structured digital transactions inside Infor

2:00pm – 02:45pm: Session 6: Doppio Group “What comes next”
 
Break 2:45pm – 3:00pm
 

03:00pm – 3:30pm: Session 7 : Infor’s Ole Rasmussen Talk M3 Products

  • discuss and evaluate the M3 product roadmap

Speakers
avatar for John Panzenhagen

John Panzenhagen

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

United Radio i... Read More →
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Erich Simmer

Erich Simmer

Erp progam, Vallen USA

avatar for Justin Johnson

Justin Johnson

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

Kurt Geckler

Sales Director, Doppio Group
Monday May 18, 2026 8:00am - 2:45pm CDT
TBD

9:00am CDT

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

Session Agenda

9:00 AM – 10:00 AM | Introductions, Network Update & Member Showcase

We’ll kick things off with quick introductions and a brief network update, including a high-level recap of key B2B eCommerce trends, learnings from 2025, and what lies ahead.
From there, we’ll move directly into the Member Showcase, where TUG members will share real features and functionality they have customized, what they changed, why they did it, and the results they have seen. Each presenter will share a short demo or walkthrough followed by Q&A.

Member Showcase Presenters:
  • Andrew Rentz, Chamberlain Oil Co., Inc. | AI-Powered Search: Rules, Logic, and Real Results
    Gain an inside look at how Chamberlain Oil integrates AI search with real-world rules and logic to improve search results, speed up navigation, and deliver a better user experience.
  • Molly Williams, Digital Sales & IT Manager, Centro Solves | Turning Complex Products into Simple Choices
    See how Centro Solves created a guided, configurator-like shopping experience for technical product lines without a dedicated configurator tool, with live examples and a look at the impact for both customers and vendors.
  • Jason Schoulte, IT Project Manager, Schimberg | Vendor Managed Inventory Through the eCommerce Mobile App
    Find out how Schimberg eliminated paper-based processes and simplified its Vendor Managed Inventory service through its eCommerce mobile app.

10:15 AM – 11:30 AM | Roundtable Discussion

We are expanding what worked so well last year with an extended roundtable designed to maximize peer conversation, practical idea sharing, and open discussion around the challenges and opportunities shaping B2B eCommerce and digital marketing.
Small-group breakouts will explore what is actually moving the needle in eCommerce today, where manufacturers and distributors are still misaligned on product content, how customer expectations are changing, which KPIs truly matter, and how teams are proving the value of digital internally. Conversations may also cover AI use cases, personalization, friction in the digital customer journey, sales and eCommerce alignment, manufacturer-distributor partnerships, and digital marketing tactics that are no longer worth the effort.
Each group will have the opportunity to discuss real-world experiences, compare what is working versus not working, and share key takeaways back with the full group.

11:30 AM – 12:00 PM | Wrap-Up & Open Networking
We’ll close with a group wrap-up to capture key takeaways from the morning, followed by open networking time to continue conversations and connect with fellow members.
Speakers
avatar for Scott Detar

Scott Detar

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

avatar for Molly Williams

Molly Williams

Digital Sales and IT Manager, Centro


avatar for Jeremy Ott

Jeremy Ott

Sr. Digital Integration Architect, Vallen


Monday May 18, 2026 9:00am - 12:00pm CDT
TBD

12:00pm CDT

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

1:00pm CDT

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

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


Speakers
avatar for Daryl Ziegelman

Daryl Ziegelman

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

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

1:00pm CDT

HVACR Network Meeting
Monday May 18, 2026 1:00pm - 2:45pm CDT
Welcome to the HVAC Network Meeting at TUG Connects 2026!This session brings together HVAC professionals from across the TUG community to share insights, exchange best practices, and tackle the topics that matter most to our industry.

Agenda:
1:00 – 1:10 – Intro’s, housekeeping
1:10 – 1:30 - Co-Development Collaboration or ERS system. Making sure we get what we need into CSD.
1:30 – 1:45 - Infor’s Product Recommender – demo from Randy
1:45 – 2:00 – break
2:00 – 2:20 – Credit card processing, new options and features CenPos-Kodaris-EBizCharge
2:20 – 2:45 – Extensions and Q&D’s – best tools that nobody knows about

Speakers
avatar for Erica Svahnberg

Erica Svahnberg

MIS, Charles D Jones & Co., Inc

RH

Randy Holland

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

1:00pm CDT

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


  • 1:00pm:  Introductions and agenda overview
  • 1:15pm:  Customer case studies
    • Dragon Pack® - Operations, Bjoern Stammerjohann - Master
    • Phocus, Andrew Carlson - Medart
  • 1:45: Orange Query product demo
  • 2:00pm:  Break
  • 2:10pm:  Infor Data Platform Roadmap and Update
    • Hear about the new and exciting capabilities within the Infor Data Platform and Cloudsuite Analytics. We will be highlighting new capabilities with GenAI and our exciting analytics roadmap.
  • 2:45pm:  Break
  • 3:15pm:  Audit solution offerings
    • Infor CSD Audit
    • Central Data Audit
    • DataAnalytics Audit Workcenter by Aktion
    • Dragon Pack® - Audit by Agile Dragon Group
  • 4:30pm: Infor Embedded Analytics
    • See how you can use widgets and Infor context capabilities to bring analytics and data into your everyday workflow.

Speakers
avatar for Jodie Jones

Jodie Jones

Business Analyst, Toro

Monday May 18, 2026 1:00pm - 5:00pm 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

Come and meet the Infor Support Team
Monday May 18, 2026 3:15pm - 5:00pm CDT
This session gives TUG Connects attendees a valuable opportunity to engage directly with Infor’s support team while also learning about the CareFor Success model. Participants can discuss open cases, recurring challenges, and best practices for maximizing support resources in a candid, face-to-face setting. In addition, Infor will provide an overview on how the Care for Success approach accelerates value and ROI through tailored engagement across Scaled, Professional, and Enterprise tiers—combining digital tools with proactive, expert guidance to reduce risk, prevent disruption, and drive continuous success.

Who should attend:
IT leaders, functional owners, and anyone responsible for driving adoption, realizing value, and getting the most out of their Infor investment.

Speakers
avatar for Ed Gilbert

Ed Gilbert

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

Cari Rivan

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

Theresa Heinz

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

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

5:00pm CDT

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

6:45am CDT

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

Lauren Brown

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

7:00am CDT

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

7:00am CDT

Registration Desk Open
Tuesday May 19, 2026 7:00am - 6:00pm CDT
Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.
Tuesday May 19, 2026 7:00am - 6:00pm CDT
TBD

8:00am CDT

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

We'll examine the gap between what organizations think customers want to do online and what the data and user behavior actually reveal. From checking account status and making payments to troubleshooting issues and updating preferences, attendees will gain a clearer picture of the tasks customers most want to complete independently — and how to design portals that make those tasks effortless.

Key takeaways will include actionable strategies for prioritizing features, reducing friction, and building trust through transparency and ease of use. Whether you're building a portal from scratch or optimizing an existing one, this session will help you align your digital self-service strategy with real customer expectations.
Speakers
avatar for Tony Zakula

Tony Zakula

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

Michael Mazzoni

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

8:00am CDT

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

Tiffany Canada

Director, Product Management, Infor

avatar for Alyssa Hall

Alyssa Hall

Solutions Consultant, Infor

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

8:00am CDT

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

Brandon Watson

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

8:00am CDT

(405) Voice- Enabled Productivity for Infor WMS /TWL- a 3PL Success Story with Lydia Voice, Infor, & EPG
Tuesday May 19, 2026 8:00am - 8:45am CDT
Join us as we share how a major West Coast 3PL successfully implemented Lydia Voice fully integrated with Infor WMS—a project delivered through a unique four-way collaboration between ASW Global Consulting, Infor, EPG, and the customer team.

In this session, we’ll break down why the rollout was described as a “big win”, including:
- How Lydia Voice integrates directly with Infor WMS
- The operational improvements and user satisfaction achieved
- Lessons learned from deploying voice-directed picking in a grocery environment
- How simplicity, customization, and cross-team collaboration accelerated success

We’ll also touch on how Lydia Voice delivers the same benefits for Infor TWL customers. Don’t miss this inside look at real-world results and practical takeaways for any operation exploring voice enablement."
Speakers
AP

Alex Parisi

Business Analyst, ASW Global Consulting

avatar for Andrew Weith

Andrew Weith

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

8:00am CDT

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

Tim Plotner

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

Brian Lombardo

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

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

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

(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

8:00am CDT

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

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

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

8:00am CDT

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

Kent Justice

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

8:45am CDT

Open time in Solutions Center
Tuesday May 19, 2026 8:45am - 10:30am CDT
This time is dedicated to our sponsor partners. Attend a sponsor demo or just relax and spend time getting to know our partner and solutions they have to help improve your business. Snacks and drinks will be served.
Tuesday May 19, 2026 8:45am - 10:30am CDT
TBD

9:00am CDT

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

Using tools and real-world examples to illustrate current and near-future capabilities, the session explores leadership considerations including security, AI agents, automated workflows, and the critical role of staff education in successful adoption. Participants will also examine balancing productivity gains with security and risk.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

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

10:30am CDT

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

Josh Linkner

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

12:00pm CDT

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

1:30pm CDT

(903) Open Roundtable with Keynote Presenter Josh Linkner (Executive Summit Only)
Tuesday May 19, 2026 1:30pm - 2:15pm CDT
This engaging session is a roundtable and follow-up to the general session presentation from our keynote speaker, Josh Linkner.
Josh s a dynamic entrepreneur, New York Times bestselling author, and one of today’s most compelling voices on innovation and creative leadership. As a five-time tech founder and venture capitalist, Josh brings real-world insight into how organizations can thrive amid disruption. His high-energy keynote blends inspiring storytelling with practical strategies that empower teams to think boldly, embrace uncertainty, and unlock everyday creativity. Engaging, relatable, and deeply actionable, Josh challenges conventional thinking and equips audiences to turn imagination into impact.
Speakers
avatar for Josh Linkner

Josh Linkner

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

2:00pm CDT

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

Mike Fletcher

Product Director, Infor

avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(127) What the Heck is Agentic AI and How do you Get it?
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Agentic AI promises more than answers—it promises action. In distributor terms: fewer handoffs, faster resolutions, and more work completed autonomously under human guidance. This session breaks down what agentic AI is, what it is not, and how to approach it safely so you create harmony between automation and control. Learn the building blocks (data, workflows, security, governance), the best starter use cases, and how to avoid costly missteps. You’ll leave with a realistic adoption path—not just buzzwords.
Speakers
MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

(138) Overview of Robotic Process Automation and Infor Document Processor Solution
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
This course provides an overview of our Robotic Process Automation (RPA) and the Infor Document Processor (IDP) solution, focusing on automating repetitive tasks and document-driven workflows. We'll explore how to design, configure, and deploy automation using Infor tools, with practical examples that connect concepts to real-world scenarios. We'll also touch on the new features that have come to the RPA and IDP platform for 2026.04.
Speakers
avatar for Somasundaram, Rohan

Somasundaram, Rohan

Senior Product Manager, Infor

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

Tanya Gonzalez

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

2:00pm CDT

(143) Excel, Reimagined: Using Copilot and AI to Work Faster and Smarter
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Excel is evolving from a spreadsheet tool into an AI-powered workspace. This session explores how tools like Microsoft Copilot are changing the way professionals analyze data, generate insights, and work more efficiently inside Excel, while also looking beyond Copilot to other AI-enabled tools and platforms.

Participants will see practical examples of how large language models can assist with analysis, reporting, and decision-making without requiring advanced technical skills. The session balances Copilot-specific capabilities with a broader view of what’s possible using modern AI tools, helping attendees understand how Excel fits into today’s AI-driven workflows.
Speakers
avatar for Jim Spellos

Jim Spellos

Meeting U

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

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

Brian Munday

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

2:00pm CDT

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

Brandon Watson

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

2:00pm CDT

(270.1) Best Practices Inventory Management with Grant W. Howard: Part 1 – Improving Product Availability and Customer Fill Rate (Part 2 occurs at 3:30pm Tuesday)
Tuesday May 19, 2026 2:00pm - 2:45pm CDT
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and customer experience. Distributors must balance the objectives of top and bottom-line growth with the objectives of customer service and company longevity. Now more than ever distributors must understand the difference between buying and selling inventory versus managing inventory for growth, profit and customer experience.

Many distributors struggle with how to properly manage inventory, what the objectives are and how it all must come together to drive stellar customer experience and maximize bottom line. Many distributors forget that INVENTORY is the reason for their being. Grant will discuss the objectives, the tools and the key processes that allow a distributor to offer stellar customer service while realizing improved returns and increased turns on their inventory investment. Fill Rates, Turns, Freight, Transactional Cost, Surplus and Measurement will be discussed. Big picture – better profits, better service, better company!

Whether your company is getting ready to implement an inventory management process, it already has a solid inventory management process established, or is somewhere in between; you will want to understand and implement these powerful inventory management objectives and concepts. Don't miss this high impact, fast-moving opportunity to take your company's inventory management process to a new level. This session is nonsystem specific; no matter what system you are using, you will want to attend this session.

Grant Howard is a distribution industry expert and authority on “Best Practices” inventory management, operational excellence and smart technology utilization. He is well known for his ability to take real world problems and issues and turn them into opportunities; applying real world solutions that work and drive results. Grant is the conceptual designer of the Advanced Inventory Management (AIM) features and techniques in the SX.e, FACTS and A+ ERP systems.
Speakers
avatar for Grant Howard

Grant Howard

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

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

2:00pm CDT

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

Peter Johansson

Director, Demo Services, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 2:00pm - 2:45pm CDT
TBD

2:45pm CDT

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

2:45pm CDT

(904) The Leadership Advantage: Mindset, Skills, and Influence (Executive Summit Only)
Tuesday May 19, 2026 2:45pm - 4:15pm CDT
Many leaders in the distribution industry rise into management roles through technical expertise and operational excellence. Yet few are given the opportunity to develop the leadership mindset, people skills, and communication capabilities that drive sustained team performance.

This session explores how effective leadership is less about authority and more about influence. Executives will gain insight into the often-underestimated impact leaders have—both positive and negative—on engagement, productivity, and results.

In this session, Mark will explore:
- Leadership mindset and presence — building confidence, self-awareness, and the distinction between leadership and management
- Communication that drives performance — using language effectively, navigating difficult conversations, and influencing outcomes
- Developing and empowering people — coaching and mentoring, delegation, and enabling accountability and growth
- Leading through change and complexity — aligning vision, values, and behaviors while guiding teams through uncertainty
- Modern leadership challenges — managing remote teams and maintaining engagement, alignment, and performance

Throughout the session, Mark will share real-world examples drawn from practical leadership experience, illustrating how these principles can be applied immediately to drive stronger performance and leadership impact.
Speakers
avatar for Mark Rhodes

Mark Rhodes

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

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

3:30pm CDT

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

Siddharth Chalasani

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

Suresh Jayaraman

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

3:30pm CDT

(160) People, Process, THEN Technology- Effective Change Management
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Successful transformation doesn’t start with technology—it begins with people and processes. This session highlights the essential role of change management in driving lasting improvements and achieving operational success.

Key Takeaways:
The Role of People: Understanding how leadership, team dynamics, and user adoption are the foundation of effective change. Learn how to engage and empower your workforce to embrace transformation.
The Process to Follow: Discover proven frameworks and strategies to guide your organization through structured and sustainable change. From planning to execution, the right process ensures a smooth transition.
The Role of Technology: Explore why technology should come last, serving as the enabler—not the driver—of change. Learn how to align technology choices with your people and process for maximum impact.
This session emphasizes the synergy of people, process, and technology, providing actionable insights to help organizations prioritize what matters most for lasting success.
Speakers
avatar for Sara Weith

Sara Weith

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

3:30pm CDT

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

Heather Clark

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

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

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

Alyssa Hall

Solutions Consultant, Infor

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

3:30pm CDT

(270.2) Best Practices Inventory Management with Grant W. Howard: Part 2 – Decreasing Inventory, Freight, and Transactional Costs (Part 1 occurs at 2pm Tuesday)
Tuesday May 19, 2026 3:30pm - 4:15pm CDT
Join Best Practices Inventory Management expert Grant Howard of the Grant W. Howard Company for this 2-part company-changing session on how to maximize your company’s inventory investment impact and ROI, customer fill rate and experience, and gross margin and bottom-line profitability. Best Practices inventory management plays a critical factor in the success of increased revenue, profits and customer experience. Distributors must balance the objectives of top and bottom-line growth with the objectives of customer service and company longevity. Now more than ever distributors must understand the difference between buying and selling inventory versus managing inventory for growth, profit and customer experience.

Many distributors struggle with how to properly manage inventory, what the objectives are and how it all must come together to drive stellar customer experience and maximize bottom line. Many distributors forget that INVENTORY is the reason for their being. Grant will discuss the objectives, the tools and the key processes that allow a distributor to offer stellar customer service while realizing improved returns and increased turns on their inventory investment. Fill Rates, Turns, Freight, Transactional Cost, Surplus and Measurement will be discussed. Big picture – better profits, better service, better company!

Whether your company is getting ready to implement an inventory management process, it already has a solid inventory management process established, or is somewhere in between; you will want to understand and implement these powerful inventory management objectives and concepts. Don't miss this high impact, fast-moving opportunity to take your company's inventory management process to a new level. This session is nonsystem specific; no matter what system you are using, you will want to attend this session.

Grant Howard is a distribution industry expert and authority on “Best Practices” inventory management, operational excellence and smart technology utilization. He is well known for his ability to take real world problems and issues and turn them into opportunities; applying real world solutions that work and drive results. Grant is the conceptual designer of the Advanced Inventory Management (AIM) features and techniques in the SX.e, FACTS and A+ ERP systems.
Speakers
avatar for Grant Howard

Grant Howard

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

3:30pm CDT

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

Brandon Watson

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

3:30pm CDT

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


In this session, ADG will walk through how customers across distribution verticals have used Dragon Pack to solve problems they had been working around for years, including:
  • Audit Visibility — surfacing what changed, who changed it, and when, without manual research or a separate tool
  • Financial Reporting — GL history, reconciliation, and bank-ready outputs that finally match what the accounting team needs
  • Cross-System Integrated Reporting — combining data across CSD and ISM into a single reporting layer without leaving the Infor environment
  • External Data Integration — bringing outside sources like DQT directly into Birst to enrich what CSD already knows
  •  Go-Live Readiness — moving from gut-feel to data on whether CSD users are ready before the truck rolls
  • Custom Capabilities and Analytical Maturity — extending Dragon Pack to reflect each organization's unique workflows and evolving reporting needs
  • Live Access — how Birst's Live Access feature is being used in production today to deliver real-time inventory visibility inside CSD
What makes this session unique is who will be in the room. The full ADG development team — the people who actually built the solutions currently running in production — will be present and available for questions. Current Dragon Pack customers are invited to attend, see what others in the community have been achieving, and share their own experience firsthand. If you are already a subscriber, this is your chance to see the full picture of what the platform has become. If you are evaluating, there is no better room to be in.


Try Dragon Pack at TUG — Special Member Offer

• Free 2-month trial in live production — exclusively for TUG members

• Free while you are in-flight — no cost during your active CSD implementation

• Monthly subscription, always month-to-month — no long-term commitment, cancel any time

Stop by the ADG booth to sign up or speak with a member of the team in the room.
Speakers
avatar for “Birst Bill “Payne

“Birst Bill “Payne

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

Ching Cooper

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

Craig Vigor

Head of CS, Agile Dragon Group

avatar for Victoria Christiansen

Victoria Christiansen

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

David Murphy, Agile Dragon

Head of Product Development, Agile Dragon Group


Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

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

3:30pm CDT

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

Andreas Barkarö

Product Manager, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

3:30pm CDT

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

Ideal for business and IT professionals, including process owners and key users, who want to better understand and improve role-based views in M3.
Speakers
avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

Tuesday May 19, 2026 3:30pm - 4:15pm CDT
TBD

4:15pm CDT

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

4:30pm CDT

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

Tiffany Canada

Director, Product Management, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

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

4:30pm CDT

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

George Temple

Relationship Manager, Kodaris


avatar for Michael Mazzoni

Michael Mazzoni

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

4:30pm CDT

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

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

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Jill Papendick

Jill Papendick

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

Sheryll Limmex

Principal Solution Architect, Infor

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

4:30pm CDT

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

Matt Petty

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

4:30pm CDT

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

Together, we’ll explore how to build authentic relationships, follow up with intention after events like TUG Connects, and transform everyday conversations into lasting professional opportunities. Our panel will also address the top challenges women face in distribution today—from visibility and advancement to navigating leadership spaces—and offer practical strategies you can apply immediately.

Whether you're looking to expand your network, elevate your career, or simply connect with other driven women in the industry, this session is designed to leave you inspired, equipped, and ready to take action.
Speakers
avatar for Sara Weith

Sara Weith

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

Della Coffelt

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

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

4:30pm CDT

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

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

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

5:00pm CDT

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

7:00am CDT

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

7:00am CDT

Registration Desk Open
Wednesday May 20, 2026 7:00am - 6:00pm CDT
Come here to register when you arrive, ask questions about the conference, restaurants, etc., or just to visit with our friendly team members who are always happy to see you! Open daily during conference hours.
Wednesday May 20, 2026 7:00am - 6:00pm CDT
TBD

8:00am CDT

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

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

Jim Spellos

Meeting U

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

8:00am CDT

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

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

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

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

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

Grant Howard is a recognized authority in the distribution industry, specializing in inventory management, operational excellence, systems optimization, and driving profits, customer satisfaction, and growth. With extensive hands-on distribution experience and service on multiple boards of directors and advisory boards, Grant brings a comprehensive perspective—from the warehouse floor to the executive suite. His results-driven approach delivers outcomes rather than leaving success to chance.
Speakers
avatar for Grant Howard

Grant Howard

Grant W. Howard Co.
Grant Howard is a distribution industry authority and expert on inventory management, operational excellence and systems utilization; as well as driving profits, customer experience and growth potential to new levels.  Grant has over 25 years of practical hands-on distribution experience... Read More →
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

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

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

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

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

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



Speakers
avatar for Molly Williams

Molly Williams

Digital Sales and IT Manager, Centro


avatar for Peter Polak, Atwix

Peter Polak, Atwix

Director of Delivery, Atwix

avatar for Jeremy Ott

Jeremy Ott

Sr. Digital Integration Architect, Vallen


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

8:00am CDT

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

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Wednesday May 20, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

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

Aung Latt

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

8:00am CDT

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

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

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

Nicole Tack

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

8:00am CDT

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

Brian Nigri

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

Brandy Alderman

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

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

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

Max Fisher

Directory, Product Management - Velocity Suite, Infor

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

8:00am CDT

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

Della Coffelt

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

8:00am CDT

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

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

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

8:00am CDT

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

Tony Bruckler

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

8:00am CDT

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

Jerrold Griffus

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

8:00am CDT

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

Scott Westrum

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

8:00am CDT

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

Mike Fletcher

Product Director, Infor

avatar for Mikael Forsman

Mikael Forsman

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

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

8:00am CDT

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

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

Peter Johansson

Director, Demo Services, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

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

8:00am CDT

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

8:45am CDT

Open time in Solutions Center
Wednesday May 20, 2026 8:45am - 10:30am CDT
This time is dedicated to our sponsor partners. Attend a sponsor demo or just relax and spend time getting to know our partner and solutions they have to help improve your business. Snacks and drinks will be served.
Wednesday May 20, 2026 8:45am - 10:30am CDT
TBD

9:00am CDT

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

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

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

Leadership isn’t about waiting for the right conditions—it’s about using what you have today to shape a better tomorrow. Join us and start leading forward.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Wednesday May 20, 2026 9:00am - 10:30am CDT
TBD

10:30am CDT

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

12:00pm CDT

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

1:45pm CDT

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

2:00pm CDT

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

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

Jim Spellos

Meeting U

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

2:00pm CDT

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

Alyssa Hall

Solutions Consultant, Infor

As a Solutions Consultant on Infor’s Tech & Innovations Team, I help organizations unlock the full power of Infor OS, the Velocity Suite, and advanced technologies. Whether you’re looking to modernize, optimize, or innovate, I’d love to connect and dive into the possibilities... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

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

Somasundaram, Rohan

Senior Product Manager, Infor

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

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 2:00pm - 2:45pm CDT
TBD

2:00pm CDT

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

Jerry Beaston

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

2:00pm CDT

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

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

Speakers
avatar for Chris Weaver

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

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

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

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

Julie Baltes

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

2:00pm CDT

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

John Kociuba

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

2:00pm CDT

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

Delaney Neubauer

Central Data

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

2:00pm CDT

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

Siddharth Chalasani

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

Suresh Jayaraman

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

2:00pm CDT

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

Josh Serwe

Director of Operations, Anchor Paper Co.

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

2:00pm CDT

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

Dawn Marie Balukonis

Program/Project Manager, Acumen Group

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

2:00pm CDT

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

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

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

Tony Bruckler

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

2:00pm CDT

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

Andreas Barkarö

Product Manager, Infor

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

2:00pm CDT

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

Mike Fletcher

Product Director, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

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

2:30pm CDT

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

Steve Levy

VP, Enterprise Architecture, Infor

avatar for Rick Rider

Rick Rider

SVP, Product Management, Infor

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

2:45pm CDT

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

3:30pm CDT

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

Brad Symaka

Director of Sales, Data Management Solutions, Infor


avatar for Sam Zalat

Sam Zalat

Director, Global Professional Services, Infor

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

3:30pm CDT

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

Brian Nigri

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

Brandy Alderman

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

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

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

Max Fisher

Directory, Product Management - Velocity Suite, Infor

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

3:30pm CDT

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

Sara Weith

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

3:30pm CDT

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

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

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

Brendan Cameron

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

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

3:30pm CDT

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

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

Andy Oberschmidt

Lead Software Engineer, Acumen Group

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

3:30pm CDT

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

Brandy Meeker

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

3:30pm CDT

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

Brent Knull

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

3:30pm CDT

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

Delaney Neubauer

Central Data

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

3:30pm CDT

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

Brian Jones

VP Technology, NSA

avatar for Sergio Garcia

Sergio Garcia

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

3:30pm CDT

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

John Kociuba

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

3:30pm CDT

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

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

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

Tony Bruckler

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

3:30pm CDT

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

Andreas Barkarö

Product Manager, Infor

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

3:30pm CDT

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

Ole Rasmussen

SVP Product Management, Infor

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

4:30pm CDT

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

Tiffany Canada

Director, Product Management, Infor

MF

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Jill Papendick

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

Sheryll Limmex

Principal Solution Architect, Infor

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

4:30pm CDT

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

Paul Horne

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

Carsten Steinhoefel

Principal Solution Architect, Infor

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

4:30pm CDT

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

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

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

Because sometimes the most meaningful opportunities start with a simple conversation.
Speakers
avatar for Sara Weith

Sara Weith

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

Della Coffelt

Consultant, Carrier Enterprise
I am a business consultant at heart, always looking for ways to improve a process, solve a problem and new ways to use technology.  I've worked with the SXe/CSD  application since the old green screen days and I'm very happy with the technology progression I've seen.  I've been... Read More →
Wednesday May 20, 2026 4:30pm - 5:15pm CDT
TBD

4:30pm CDT

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

Brian Kelly

Consultant, Acumen Group

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

4:30pm CDT

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

Carol Shinya

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

Kathy Lundquist

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

4:30pm CDT

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

Steve Bloesing

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

4:30pm CDT

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

Errin Bray

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

4:30pm CDT

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

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

Brian Munday

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

4:30pm CDT

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

Diane Dunbar

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

Brandon Stacken

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

4:30pm CDT

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

Jerrold Griffus

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

4:30pm CDT

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

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

Brian Nigri

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

Chris Weaver

VP Software Development, Infor

avatar for Brandy Alderman

Brandy Alderman

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

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

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

Julie Baltes

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

4:30pm CDT

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

Roger Realsen

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

Mark Jelencic

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

4:30pm CDT

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

Ole Rasmussen

SVP Product Management, Infor

avatar for Mike Fletcher

Mike Fletcher

Product Director, Infor

avatar for Steve Levy

Steve Levy

VP, Enterprise Architecture, Infor

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

6:00pm CDT

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

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

This is Nashville at its finest. This is the TUG CONNECTS community at its best!
Wednesday May 20, 2026 6:00pm - 10:00pm CDT
TBD
 
Thursday, May 21
 

7:00am CDT

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

8:00am CDT

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

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

In this interactive 45-minute presentation, you’ll learn practical approaches for equipping middle managers with the skills, confidence, and resilience they need to lead effectively. From coaching and communication to accountability and alignment, discover strategies that strengthen your leadership pipeline and ensure your organization is built for longevity.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

Brandon Watson

VP, Tridex Systems
Tridex Systems is an Infor Alliance Partner working in the Distribution space for 17 years. We can help with on-prem network and server support, also CSD Migrations and anything to deal with CloudSuite InforOS and all of the tertiary applications. 
Thursday May 21, 2026 8:00am - 8:45am CDT
TBD

8:00am CDT

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

Sergio Toxqui

Technical Solutions Consultant, Infor

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

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

8:00am CDT

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

Ole Rasmussen

SVP Product Management, Infor

AB

Andreas Barkarö

Product Manager, Infor

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

8:00am CDT

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

Ideal for business and IT professionals who have basic Experience Designer knowledge or have completed Part 1.
Speakers
avatar for Peter Johansson

Peter Johansson

Director, Demo Services, Infor

avatar for Gustaf Persson

Gustaf Persson

Product Manager, Infor
Product Manager Infor M3 Innovation - Value+, Velocity Suite, M3 GenAI Agents and Integration among other things.

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

9:15am CDT

Open time in Solutions Center
Thursday May 21, 2026 9:15am - 11:15am CDT
This time is dedicated to our sponsor partners. Attend a sponsor demo or just relax and spend time getting to know our partner and solutions they have to help improve your business. Snacks and drinks will be served.
Thursday May 21, 2026 9:15am - 11:15am CDT
TBD

10:00am CDT

(122.2) AI for Distribution - How Our Customers are Using It (Also occurs at 3:30pm Wednesday)
Thursday May 21, 2026 10:00am - 10:45am CDT
See how our CSD customers and community are using Infor's Artificial Intelligence solutions. All the way from Machine Learning & Automation to GenAI & Agentic. Learn about real customer usecases, their projects, and their ROI.
Speakers
avatar for Brian Nigri

Brian Nigri

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

Brandy Alderman

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

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

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

Max Fisher

Directory, Product Management - Velocity Suite, Infor

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

10:00am CDT

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

Siddharth Chalasani

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

Chani Wagh

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

In her spare time, she enjoys playing with her daughter, tending to her orchid collection, reading Sci-Fi/Fantasy novels, and attending Broadway Shows... Read More →
avatar for Suresh Jayaraman

Suresh Jayaraman

SVP of Product Management, Infor
Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →
Thursday May 21, 2026 10:00am - 10:45am CDT
TBD

10:00am CDT

(165) “Battle of Gettysburg” – Lessons Learned from History in Leadership & Logistics
Thursday May 21, 2026 10:00am - 10:45am CDT
For today’s Distribution Leaders - using the Battle of Gettysburg as a teaching environment, this presentation will discuss the leadership and logistics successes and failures of both Union and Confederate Forces, and how they impacted the Battle’s outcome.

The primary takeaway is a discussion of how these lessons from history can help today’s Distribution Leaders avoid these failures and implement these successes into today’s business environment.
Speakers
avatar for Mark Johnson

Mark Johnson

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

10:00am CDT

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

We'll go beyond basic keyword matching to examine the capabilities that modern buyers expect: intelligent autocomplete, synonym handling, attribute-based filtering, relevancy tuning, and the ability to surface the right product even when a customer doesn't know exactly what to search for. We'll also look at how behavioral data, search analytics, and AI-powered tools are raising the bar for what "good" site search looks like — and how organizations can use that intelligence to continuously improve results over time.

Whether your current search functionality is letting customers down or you're ready to unlock the next tier of performance, this session will give you a clear picture of where to focus your investment and how to measure success.
Speakers
avatar for Scott Detar

Scott Detar

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

avatar for Slava Kravchuk

Slava Kravchuk

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

Peter Polak, Atwix

Director of Delivery, Atwix

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

10:00am CDT

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

Brian Jones

VP Technology, NSA

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

10:00am CDT

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

Conference laptops connected to the Tridex tenant will be available for the exercises, but attendees are welcome to bring their own laptops and work directly in their own CloudSuite tenants. Agile Dragon Group team members will be available to assist participants. Customers using their own tenants are encouraged to contact ADG prior to the conference to ensure their environment is ready.
Speakers
avatar for Craig Vigor

Craig Vigor

Head of CS, Agile Dragon Group

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

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

10:00am CDT

(348) How to create and use M3 No Code APIs
Thursday May 21, 2026 10:00am - 10:45am CDT
APIs lie at the heart of the M3 system, allowing you to update and retrieve information directly in the application. But what happens if there is no prebuilt API that will retrieve the information that you need? Fortunately, Infor has provided tooling that will allow you to create custom list APIs that allow you to choose the information you want and how it is selected. This session will cover how to create and use the EXPORTMI, MDBREADMI and CMS100MI custom APIs. Once created these APIs can be used anywhere that a standard M3 API can be used, such as Experience Designer, Workflows, etc. This session will give you to tools and knowledge needed to build and use no-code APIs.

After this session you will be able to:
1. List the programs and tools that are used in the process of creating no-code APIs
2. Describe how and when to create and use no-code APIs
3. Develop basic no-code APIs

This session will not cover how to use these APIs in a specific scenario, but rather how to create the APIs and make them accessible.
Speakers
avatar for John Panzenhagen

John Panzenhagen

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

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

11:15am CDT

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

Max Fisher

Directory, Product Management - Velocity Suite, Infor

avatar for Tanya Gonzalez

Tanya Gonzalez

Sr Director of Product Management, Infor
Tatiana (Tanya) Gonzalez is the Sr. Director of Product Management for Infor Industry Cloud Platform, overseeing Artificial Intelligence (AI) technologies, including Generative AI, Machine Learning, Optimization and Robotic Process Automation (RPA), enabling the future of Agent driven... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

11:15am CDT

(163) Bringing it All Together: Change, EQ, & Project Management in Action
Thursday May 21, 2026 11:15am - 12:00pm CDT
In today’s dynamic workplace, success requires more than just technical expertise—it demands adaptability, emotional awareness, and structured execution. This 30-minute session will break down three critical skills every professional needs:

Change Management – Understanding how to navigate transitions, reduce resistance, and build resilience.

Emotional Intelligence – Recognizing and managing your own emotions, while strengthening empathy and collaboration with others.

Project Management – Bringing structure, clarity, and accountability to ensure initiatives are completed on time and with impact.

Finally, we’ll connect the dots—showing how to apply these disciplines together in your workplace to improve communication, foster stronger teams, and drive sustainable results. Participants will leave with practical insights they can immediately apply to their roles, no matter the industry or function.
Speakers
avatar for Sara Weith

Sara Weith

Chief Operating Officer, ASW Global Consulting
20 years experience in change management and project leadership across her many roles in both medicine and consulting. For ASW, she is a subject matter expert on Change Management and Leadership, often speaking, coaching,presenting, and holding roundtable discussions on related topics... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

11:15am CDT

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

Tiffany Canada

Director, Product Management, Infor

avatar for Jill Papendick

Jill Papendick

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

11:15am CDT

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

We'll move beyond the basics and explore next-generation approaches to ingesting, normalizing, and syncing supplier data across your tech stack — from automating feed processing and handling format variability to managing update frequency, error reconciliation, and inventory accuracy at scale. Real-world examples will illustrate how organizations are eliminating the gaps between what suppliers provide and what your systems and customers actually need.

Attendees will walk away with a practical framework for evaluating their current integration maturity, identifying the most common failure points, and building a more resilient, automated supplier data pipeline — one that powers both operational efficiency and a better online buying experience.
Speakers
avatar for Brendan Cameron

Brendan Cameron

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

Brendan is a Strategic Accounts Director at Americaneagle.com currently working on numerous sites in the B2B and B2C marketplaces. He has experience working with clients both large and small, and managing highly-c... Read More →
avatar for Christie Piazza

Christie Piazza

Digital Integrations Manager, Centro, Inc.
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

11:15am CDT

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

Roger Realsen

Director of Cloud Technologies, Tridex Systems
Roger Realsen is a 30+ year veteran of using, supporting, and modifying Infor SX.e and CloudSuite Distribution. He began his career as a customer in 1993 where he worked in various roles including: Developer, Modification Designer, Trainer, Project Manager, Business Consultant and... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

11:15am CDT

(330) Best Practices: Building your Digital Experience using InforOS
Thursday May 21, 2026 11:15am - 12:00pm CDT
When users have to jump between screens, apps, and inboxes, productivity suffers. This session shares best practices to create a harmonized digital experience—role-based, task-centered, and actionable—using Infor OS capabilities. Distributors will learn how to surface the right insights, alerts, and next-best actions directly in the flow of work, reducing training time and accelerating adoption. Leave with proven design principles and practical examples that help unify your user experience across departments and locations.
Speakers
avatar for Brian Nigri

Brian Nigri

Infor, Infor
I have dedicated my almost 30-year career at Infor to helping distributors succeed in our ever-changing technology environment.  My most recent focus has been in cloud technologies which can help drive transformations though innovations in Process Automation, Analytics, and Artificial... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

11:15am CDT

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

Carsten Steinhoefel

Principal Solution Architect, Infor

avatar for Sheryll Limmex

Sheryll Limmex

Principal Solution Architect, Infor

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

11:15am CDT

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

Rob Thayer

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

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

11:15am CDT

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

John Mercer

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

11:15am CDT

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

Suresh Jayaraman

SVP of Product Management, Infor
Suresh is the SVP of Product Management and Development at Infor. Suresh has over 20+ years of experience in Manufacturing and Distribution, both as a consultant and a customer. Prior to joining Infor, Suresh was the Director of Enterprise systems for a large manufacturing organization... Read More →
Thursday May 21, 2026 11:15am - 12:00pm CDT
TBD

12:00pm CDT

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


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