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How to Build Your Personal Agenda
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2026 M3UGA Spring Conference

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March 23–25 | Tempe, Arizona

M3UGA Community, it is time to get registered for Spring Conference!

This year, we’re gathering in scenic Tempe, Arizona. Our agenda boasts over 40 sessions—both pre-event and main event. Sessions are ready

This robust schedule is crafted to deliver valuable knowledge and actionable advice for every attendee.

Seize this chance to connect with top M3 professionals and help us continue building an even stronger team!

**Sessions subject to slight change** All sessions will be concluded by 4PM Wednesday.**

*Do you have any dietary requirements or food allergies? YES or No

Download your WorkOutLoud mobile app to assist with your personal session agenda, chat with peers, build your personal network with unique QR code scanning capabilities. 

            

This is the Hilton Reservations 1-800-774-1500. Guests making such reservations must identify themselves as members of Group 2026 M3UGA Spring Conference

Event        Hotel Link 

The fee for attendees is $100 Non-Member and M3UGA Members are FREE.



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When & Where

Monday, March 23rd, 2026 → Wednesday, March 25th, 2026
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Embassy Suites by Hilton includes
4400 South Rural Road
Tempe,Arizona85282
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Organizer

Loring Kaveney
Steve Bartlett
Karen LeGeyt
Brian Hillman
Adam Pringnitz
Michelle Lehmann

Attachments

Attached Files
How to Build Your Agenda.pdf

Sessions

 
Title
End
Start

Monday - March 23rd, 2026

1st Day Breakout Sessions 1

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Explore Cloud Leap
(Max Capacity/Registered: 100/40)
12:15 PM
11:30 AM
03/23/2026
Room: Phoenix Ballroom Presenters: Cloud Leap
Explore the Cloud Leap application and make it your TMS tool.
From Setup to Supplier Invoices Automation – So Easy! - Fellowpro
(Max Capacity/Registered: 45/44)

Limited seats available (1 left)

12:15 PM
11:30 AM
03/23/2026
Room: Tempe Ballroom B Presenters: Fellowpro
Presentations
Meet the Cashbook Team
(Max Capacity/Registered: 45/15)
12:15 PM
11:30 AM
03/23/2026
Room: Tempe Ballroom A Presenters: Cashbook

1st Day Breakout Sessions 2

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From ERP Data to Business Intelligence: Ask the Experts at StarPoint Technologies
(Max Capacity/Registered: 45/22)
1:15 PM
12:30 PM
03/23/2026
Room: Tempe Ballroom A Presenters: Starpoint
Your ERP system is rich with data — but are you fully leveraging it? Join StarPoint Technologies for an informal, interactive roundtable focused on turning ERP data into meaningful business intelligence. This is your opportunity to ask candid questions about reporting challenges, dashboard strategy, data pipelines, system integration, AI/ML, and Generative AI. No slides. No sales pitch. Just practical discussion about real-world challenges — from data quality and siloed systems to modern analytics architectures and AI use cases that actually deliver ROI. Bring your toughest questions. Leave with actionable ideas.
Build an App in Minutes - Powered by AI - Vince
(Max Capacity/Registered: 100/70)
1:15 PM
12:30 PM
03/23/2026
Room: Phoenix Ballroom Presenters: Vince with VP of IT at Clarke
What if building an app was as easy as explaining what you need? In this session, we’re launching Vince AI App Builder and showing how teams are using AI to turn everyday business requests into real, working apps in minutes. We’ll start with a quick customer story: why they needed an app, what they built, and how it changed the way work gets done. Then we’ll go hands-on. You’ll see how natural language becomes a secure, role-based app – low/no code, no project, no waiting. This session is for  IT leaders, business analysts, and problem-solvers who want faster ways to respond to business needs without adding technical debt.
Presentations
Infor ERP – Two Sides of the Coin
(Max Capacity/Registered: 45/12)
1:15 PM
12:30 PM
03/23/2026
Room: Tempe Ballroom B Presenters: Fortude and Jim Avery of Hydrite
with Insights and best practices from Hydrite Chemical Company Tails it is – for all of you using on-prem versions of Infor M3 ERP, join us as we talk about Infor LEAP, improving your reporting architecture and offloading exhaustive repetitive tasks to an automation tool. Heads you win - In this session, we will explore the practical journey of cloud adoption and continuous improvement within Infor M3 using tools such as Experience Designer, Mongoose extensibility, streaming pipelines and automation frameworks to deliver faster improvements and unlock additional business value. Gain firsthand insights from Jim Avery, Senior ERP Business Analyst at Hydrite Chemicals as he shares highlights of their cloud transition, the results of their modernization journey, and how they continue to optimize operations.

1st Day Breakout Sessions 3

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AI-powered M3 Testing: Product Demo - Original
2:15 PM
1:30 PM
03/23/2026
Room: Tempe Ballroom A Presenters: Original
See what our code-free testing platform can really do in this hands-on product demonstration where we’ll show how AI can help identify every change in M3. Discover how easy it is for business users to set up and run manual tests across M3 and the rest of your tech stack, and then how to turn them into reusable, automated tests at the click of a button. Ready for your team to run after every update! 
From Infor M3 to Mobile: Creating Next-Gen Apps with Novacura Flow Connect
2:15 PM
1:30 PM
03/23/2026
Room: Tempe Ballroom B Presenters: Novacura
This pre-event training session introduces IT professionals to how modern applications can be built and deployed on top of Infor M3 using Novacura Flow and the next-generation platform, Flow Connect. The session will demonstrate how low-code tools can be used to quickly create industrial and business applications such as shop floor reporting, warehouse mobility, field service solutions, and workflow-driven processes like supplier onboarding. Participants will get a practical overview of how easy it is to connect to Infor M3, design and deploy apps across mobile and desktop environments, and support real-world operational needs without heavy customization of the ERP. The session will also showcase real customer use cases and provide insight into how organizations are extending M3 with modern, flexible applications. Presenters from Novacura and Columbus will share hands-on experience and best practices to help attendees understand how to get started building their own solutions.
Presentations
Infor-ward Thinking: Making AI Work in Supply Chain - Shipwell
(Max Capacity/Registered: 45/44)

Limited seats available (1 left)

2:15 PM
1:30 PM
03/23/2026
Room: Phoenix Ballroom Presenters: Shipwell
From AI promises to production–what real adoption looks like. Many supply chain platforms talk about AI, but far fewer have operationalized it. In this session, we’ll explore what it actually means to put AI into production–how it’s embedded into day-to-day supply chain workflows, where it delivers the most value, and why adoption succeeds when AI is designed to act, not just analyze. Through live workflow demonstrations and real-world use cases, we’ll share practical lessons from organizations actively using AI today, highlighting the process improvements, efficiency gains, and operational outcomes they’re seeing in production environments. Speaker: Jason Traff, President & Co-founder, Shipwell

1st Day Breakout Sessions 4

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Automated testing, AI video training and LMS combined with Infor IAA - WIPRO
3:15 PM
2:30 PM
03/23/2026
Room: Tempe Ballroom B Presenters: WIPRO
This is a very exiting solution saving a ton of time in implementation and future training as well leveraging Infors latest tool as well
Automating AP in complex Infor M3 environments: How Medius simplifies invoice processing at scale
3:15 PM
2:30 PM
03/23/2026
Room: Tempe Ballroom A Presenters: Scott Reinwald and Josh Brow
Infor M3 environments are powerful—but their complexity, global footprint, and multi-entity structures can make Accounts Payable automation challenging. This session is designed specifically for Infor M3 users looking to modernize AP without disrupting existing ERP configurations. In this session, learn how Medius AP Automation is purpose-built to handle the realities of Infor M3—supporting high invoice volumes, multiple companies and currencies, complex approval structures, and regional compliance requirements. We’ll explore how AI-driven invoice capture, automated workflows, and intelligent exception handling reduce manual effort while improving accuracy, visibility, and control. Hear about our customer success from other Infor M3 customers like Fluidra, RM Williams, Karl Lagerfeld and more on how we have assisted in streamlining their invoice processing and made impact across their financial operations. Attendees will walk away with practical insights into how Medius integrates seamlessly with Infor M3 to streamline AP operations, reduce processing time, and free finance teams to focus on higher-value work—without costly customization or added ERP burden.
From Concept to Capability: Accelerating Business Processes with Infor M3 SDKs - Anthesis
3:15 PM
2:30 PM
03/23/2026
Room: Phoenix Ballroom Presenters: Anthesis
Infor M3 SDKs enable rapid extension of standard functionality by allowing custom applications to be built using reusable components from Infor Design System.(IDS) This ensures a consistent M3 look and feel while shifting development focus from layout to business process logic. This session highlights real-world SDK solutions, including a dock planner for warehouse operations, bulk data import tools using APIs and Excel, and pricing management applications tailored for sales and purchasing, with examples from the fashion industry covering styles and SKUs. Attendees will learn how SDKs can accelerate delivery, improve usability, and drive tangible business value.
Presentations

1st Day Breakout Sessions 5

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Learn how to build Workflows with ION
4:15 PM
3:30 PM
03/23/2026
Room: Tempe Ballrom Presenters: Patricia Reeves, Technical Solution Architect
In this session we will show you how to build workflows and demonstrate 3 different scenarios (real customer cases) that you can learn from. Participants are welcome to bring questions and engage. Workflow based on IDM document using Activation Policies and API calls to retrieve information and update IDM attributes. See how Activation Policies + workflows + real-time API enrichment automatically transform incoming documents into fully indexed, searchable, and process-ready assets—without manual data entry. Workflow to Approve GL spreadsheet upload process. See how a GL spreadsheet upload is automatically routed through a controlled approval workflow—validating data, capturing approvals, and ensuring only authorized entries are posted. Workflow and EDI and how to process Sales Order Change documents automatically. This is a workflow that allows you to see when the documents come in and they are then notified via Workspaces and they can assign the task to the customer service team member for review and make the change in M3 if they would like, or make a note about information as to why they didn't and it will be stored in IDM.
Presentations
Presenters
Patricia Reeves
Technical Solution Architect
Columbus Global
MES & Smart Manufacturing: Transform shopfloor operations
4:15 PM
3:30 PM
03/23/2026
Room: Phoenix Ballroom Presenters: Dallas Hord , Infor
Assess your position on the smart manufacturing maturity model and gain practical strategies to advance your journey towards transformative manufacturing operations. Discover how Manufacturing Execution Systems (MES/MOM) are pivotal in supporting smart manufacturing initiatives by providing real-time visibility and control of operations. We will delve into the capabilities of Infor MES and its pre-configured integrations with CloudSuite, demonstrating how these solutions drive operational excellence, and provide the data layer for AI adoption and advanced technologies.
Presenters
Dallas Hord
Solution Consultant, Senior
Infor
Using Infor Experience Designer and Understanding Benefits with the Business Use Cases.
4:15 PM
3:30 PM
03/23/2026
Room: Tempe Ballroom A Presenters: Apex: Salman Bakshi & Nakul Oza
This session outlines how Infor Experience Designer, as a no‑code/low‑code UX layer on top of Infor M3 CloudSuite, simplifies execution of Business Processes through role‑based applications, customized screens, and buttons, without modifying core M3. We will demonstrate; how Experience Designer applications improve productivity, user adoption, data quality with the help of Business use cases such as Item create Functionality and Simplified visibility for batch order errors.
Presentations
Presenters
Salman Bakshi
Salman
Apex
Nakul Oza
Solutions Consultant
Apex Systems
How we got here: Doppio
5:00 PM
4:15 PM
03/23/2026
Room: Tempe A Presenters: William Kragie
Come let Doppio clearly articulate the depth of the business consulting bench we have built, highlight the PE portfolio companies where we are actively delivering measurable value, and demonstrate how Infor has meaningfully elevated and expanded our partnership in 2026
Presenters
William Kragie
CEO
Doppio Group
Velocity Suite Demonstration
5:00 PM
4:15 PM
03/23/2026
Room: Phoenix Ballroom
Join Alyssa Hall as she demos the latest and greatest of the new Velocity Suite by Infor
Presentations
Presenters
Alyssa Hall
Opening Reception
8:30 PM
6:30 PM
03/23/2026
Room: Veranda by the pool
Join the Board, Infor and partners for dinner and drinks.

Tuesday - March 24th, 2026

Opening Session & Roadmap- Velocity Suite
10:00 AM
8:30 AM
03/24/2026
Room: Phoenix Ballroom Presenters: M3UGA Board Infor-Ole Rasmussen
We will kick of the conference with a big welcome and then dive right in with Infor's Ole Rasmussen. Ole will give us the detailed Roadmap of M3 and review the Velocity Suite offerings.
Presentations
Presenters
Steve Bartlett
Director of IT
CGR
Director of Information Technology at CGR Products, a company based in Greensboro, North Carolina. Serving CGR Products since 1986, where I initially served as Manager of Production Control before transitioning to the current role in 2010. This role plays a crucial part in overseeing the company's IT infrastructure, ensuring that technology solutions align with business objectives and support operational efficiency.
Ole Rasmussen
SVP, Product Management
Infor

2nd Day Breakout Sessions 1

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EDA Intro
11:15 AM
10:30 AM
03/24/2026
Room: Phoenix Ballroom
Join us here as Infor's Gary Drake will kick off the ease of use and the benefits of using Infor Enterprise Design Applications.
Presentations
Presenters
Gary Drake
Sr Principal Solutions Consultant
Infor
From Orchestration to Outcome: Driving Intelligent Automation with Infor M3 Workflows - Anthesis
11:15 AM
10:30 AM
03/24/2026
Room: Tempe Ballroom B Presenters: Anthesis
Infor M3 Workflows enable organisations to automate complex, event-driven business processes across M3 and integrated systems. This session highlights real-world workflows delivered by Anthesis, including PO requisition approvals with cost centre logic and M3 drill-backs, intelligent integration error handling such as automated responses to 404 failures, and exchange rate import notifications. We also explore how workflow email outputs can be customised for clarity and engagement, and how workflows can be triggered programmatically using APIs and Infor API Flows. Attendees will learn how well-designed workflows can improve control, reduce manual effort, and deliver tangible business value.
Presentations
Using Excel Templates in IDM - Doppio
11:15 AM
10:30 AM
03/24/2026
Room: Tempe Ballroom A Presenters: Doppio
Join this session to get the most out of using Excel templates with IDM /M3.
Presentations
Presenters
William Kragie
CEO
Doppio Group

2nd Day Breakout Sessions 2

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From Infor M3 to Mobile: Creating Next-Gen Apps with Novacura Flow Connect
12:15 PM
11:30 AM
03/24/2026
Room: Phoenix Ballroom Presenters: Novacura
This pre-event training session introduces IT professionals to how modern applications can be built and deployed on top of Infor M3 using Novacura Flow and the next-generation platform, Flow Connect. The session will demonstrate how low-code tools can be used to quickly create industrial and business applications such as shop floor reporting, warehouse mobility, field service solutions, and workflow-driven processes like supplier onboarding. Participants will get a practical overview of how easy it is to connect to Infor M3, design and deploy apps across mobile and desktop environments, and support real-world operational needs without heavy customization of the ERP. The session will also showcase real customer use cases and provide insight into how organizations are extending M3 with modern, flexible applications. Presenters from Novacura and Columbus will share hands-on experience and best practices to help attendees understand how to get started building their own solutions. >Welcome and introduction of presenters >Introduction to Flow Connect and the next-generation architecture >How to build apps for Infor M3: structure, connectivity, and live demo >Real-world examples – (Customer) >Q&A and next steps on how to get started (Open Q&A)
Presentations
M3 Field Audit Trail: Business Use Cases, Basic Configuration & Notification trigger set ups
12:15 PM
11:30 AM
03/24/2026
Room: Tempe Ballroom A Presenters: Apex: Nakul Oza & Brian Lentz
This session will provide detail on how M3 Field Audit Trail helps in tracking of critical master data changes across finance, supply chain, manufacturing, quality, and security. In live demo, we will go through basic configurations and understand the ways to set up different types of FAT notification triggers such as Email, Ad-hoc Report and Workflow. We will learn how FAT helps in strengthening auditability, fraud prevention, and data governance while reducing investigation effort, improving operational trust in M3 data, and delivering measurable ROI through avoided audit costs, reduced risk exposure, and faster root‑cause analysis
Presenters
Brian Lentz
Nakul Oza
Solutions Consultant
Apex Systems
Velocity Process Mining - Wipro
12:15 PM
11:30 AM
03/24/2026
Room: Tempe Ballroom B Presenters: Wipro
Join WiPro as they review the new Velocity Suite and the Process Mining capabillity. WIth a Lean Process expert on hand to discuss the benefits, you should walk away with knowledge to improve your company and system

2nd Day Breakout Sessions 3

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Infor OS tools for better ROI - Infoways
1:40 PM
1:15 PM
03/24/2026
Room: Tempe Ballroom A Presenters: Infoways
Description: Customer centric solutions company that helps solve many Infor M3 business adaption of ERP. Infoways solutions help automate some of the repetitive process and saves time for the business users. They will showcase some of the solutions they built.
3 Apps Highlighting How Efficient Teams Use M3 - Vince
1:40 PM
1:15 PM
03/24/2026
Room: Phoenix Ballroom Presenters: Vince with CIO at CGR Products
Vince Excel Add-In - The fastest, most flexible way to view, update and manage M3 data. Game-changer. Vince AI App Builder - New release. See how natural language creates tailored apps in minutes. It’s kind of wild. Segregation of Duties - A simple way to stay SoD compliant and keep your finance team and auditors breathing easy.
Extend the power of M3 with WMS - Touchpath
1:40 PM
1:15 PM
03/24/2026
Room: Tempe B Presenters: Touchpath
M3 ERP is a powerful tool, but are you getting the most out of it? Many users face challenges with stock allocation, lot control, warehouse efficiency, and inventory accuracy. That’s where TouchPath comes in. As well as providing the “normal” WMS functionality TouchWMS can add significant value to M3 by filling in the gaps.
Presentations

2nd Day Breakout Sessions 4

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From Order to Delivery: Transportation Management for Infor M3 - Shipwell
2:10 PM
1:45 PM
03/24/2026
Room: Phoenix Ballroom Presenters: Kyle Norg, Shipwell
See how Shipwell’s TMS extends the power of Infor M3 to bring real-time freight visibility, automated execution, and stronger carrier connectivity to your transportation operations. In this live demo, we’ll show how native integration with Infor M3 enables teams to move seamlessly from order to shipment while reducing manual work and improving supply chain control.
Presenters
Kyle Norg
Principal, Sales Engineering
Shipwell
Intelligent Document Processing (IDP) — and What Comes Next?”. - Fellowpro
2:10 PM
1:45 PM
03/24/2026
Room: Tempe Ballroom B Presenters: Fellowpro
Understanding data is one thing. Putting AI to work across your entire business is another. In 25 minutes, you'll discover how companies using Infor M3 are going far beyond IDP — automating decisions, eliminating manual work, and unlocking a level of efficiency most teams didn't think was possible yet. Come curious. Leave inspired.
Unlocking greater value from Infor M3 with autonomous AP Automation
2:10 PM
1:45 PM
03/24/2026
Room: Tempe Ballroom A Presenters: Scott Reinwald and Josh Brown
Organizations rely on Infor M3 to manage complex financial and operational processes, but many AP teams still depend on manual invoice handling that slows productivity and limits financial insight. This session will show how leading finance teams extend the power of their ERP by adding AI-driven automation to the accounts payable process. With Medius AP Automation, organizations can automate invoice capture, matching, and approvals while maintaining seamless integration with Infor M3. In just 25 minutes, discover how modern AP automation enables finance teams to increase efficiency, improve compliance, and deliver better visibility into supplier spend—helping organizations move closer to a more autonomous finance function.
Presenters
Scott Reinwald
Josh Brown
Account Executive
Medius

2nd Day Breakout Sessions 5

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Cash Allocation & Collections
2:40 PM
2:15 PM
03/24/2026
Room: Phoenix Ballroom Presenters: Cashbook Presenters: Greg Coulter CEO and David Rushe
Since 2004, Cashbook has partnered with Infor to deliver tightly integrated solutions for Accounts Receivable and Bank Reconciliation. In this session, discover how Cashbook’s latest release transforms Cash Allocation and Collections through intelligent automation and a modern, finance-focused user experience. What You’ll Learn . Automated Cash Application · Reduce manual processing with advanced automation tools · Automatically extract remittance information from incoming emails · Accelerate matching and posting to improve cash flow . Enhanced Collections Module · Comprehensive, configurable collections workflows · Customizable collections letters and communication templates · Better visibility into outstanding balances and collection performance Modern User Interface · Streamlined, intuitive design built for today’s finance teams · Improved usability to boost productivity and efficiency Join us to see how the newest version of Cashbook simplifies complex cash allocation processes while empowering your finance team to collect faster and smarter.
Presenters
Greg Coulter
CEO
Cashbook Limited
I'm originally from New Zealand but have now spent 26 years in Limerick, Ireland happily married to a wonderful Irish woman with three sometimes wonderful children. Cashbook has been working with M3 since 2019 and completed projects with on premise clients and multi-tenancy clients. Cashflow automation includes cash application, collections and bank reconciliation.
David Rushe
Business Development Manager
Cashbook
Experienced Consultant with a demonstrated history of working in the computer software industry. Skilled in Sales, Enterprise Software, Account Reconciliation, Databases, and Accounts Payable. Strong consulting professional with a Bachelor of Business(Hons) in Accounting & Finance focused in Accounting and Finance from Limerick Institute of Technology.
Designing a Scalable Warehouse in an M3 Environment - SNS
2:40 PM
2:15 PM
03/24/2026
Room: Tempe Ballroom A Presenters: SNS
As businesses grow, warehouses supporting Infor M3 must handle increasing order volumes, SKU complexity, and customer expectations. This session explores how to design a scalable warehouse environment that extends M3 to the warehouse floor with advanced execution capabilities. We will look at where ERP processes meet operational reality, and how the right warehouse design and WMS integration can improve inventory accuracy, efficiency, and throughput while supporting future growth.
Presentations
Release Management WIth M3 Tools
2:40 PM
2:15 PM
03/24/2026
Room: Tempe Ballroom B Presenters: Ole Rasmussen
Join Ole Rasmussen as he delivers some best practices and profound knowledge for Release management within the M3 world
Presentations
Presenters
Ole Rasmussen
SVP, Product Management
Infor
Drinks on the House
4:00 PM
3:30 PM
03/24/2026
Have a drink while you visit the sponsors and prepare for the functional round tables session.
Functional Roundtable Session
5:00 PM
4:00 PM
03/24/2026
Presenters: Various
Join us for lively, small‑group discussions focused on the areas that matter most to your day‑to‑day work—Finance, Manufacturing, Maintenance, Rental, Sales/Customer Orders, Service and Supply Chain. Each round table brings together peers, power users, and subject‑matter experts for open conversation, real‑world problem‑solving, and practical idea sharing. Bring your questions, challenges, and “How are you handling this?” moments. You’ll compare experiences, uncover new approaches, swap tips you can use right away, and walk away with fresh insights—and inspired. It’s community learning at its best: collaborative, candid, and incredibly valuable.
Dinner- Rustler's Rooste: 8383 S 48th St, Phoenix, AZ 85044
9:00 PM
6:00 PM
03/24/2026
Join us for dinner, drinks . This is Beef and Brew with a view. We will have a live band "Marble Heart Band" to entertain though the evening.

Wednesday - March 25th, 2026

User Group Business Meeting
9:00 AM
8:30 AM
03/25/2026
Room: "Phoenix Ballroom" Presenters: Board Led
Presenters
Steve Bartlett
Director of IT
CGR
Director of Information Technology at CGR Products, a company based in Greensboro, North Carolina. Serving CGR Products since 1986, where I initially served as Manager of Production Control before transitioning to the current role in 2010. This role plays a crucial part in overseeing the company's IT infrastructure, ensuring that technology solutions align with business objectives and support operational efficiency.
Enhancement Request System -Ask the expert session
10:15 AM
9:00 AM
03/25/2026
Room: Phoenix Ballroom Presenters: Board Led
Get ready for an interactive session where your ideas take center stage! Learn how to navigate the enhancement request process to ensure your ER gets noticed and gains traction. Bring your enhancement requests and big dreams to discuss with the experts. You’ll learn how requests are evaluated, get real‑time insights and tips, and hear what others in the community are looking for. It’s your chance to influence the future, collaborate with peers, and walk away more empowered—and inspired.
Presenters
Steve Bartlett
Director of IT
CGR
Director of Information Technology at CGR Products, a company based in Greensboro, North Carolina. Serving CGR Products since 1986, where I initially served as Manager of Production Control before transitioning to the current role in 2010. This role plays a crucial part in overseeing the company's IT infrastructure, ensuring that technology solutions align with business objectives and support operational efficiency.

3rd Day Breakout Sessions 1

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"Clean Data, Smart Decisions, Velocity ready"; Why Active M3 Data Management Is the Foundation for AI, Velocity Suite, and Your Next Decade of Growth
11:00 AM
10:15 AM
03/25/2026
Room: Phoenix Ballroom Presenters: Sean Scanlon, ERP Manager, Victaulic Frantisek Slepanek, Delivery & Service Development Manager, Columbus
Your M3 database holds years of completed transactions, outdated records, and operational noise. Now Infor is asking that same database to power AI-driven insights through the Velocity suite. The question isn't whether you need AI — it's whether your data is ready for it. This session explores how structured data archiving and cleansing transforms your M3 environment from a legacy liability into a “future ready” and AI-ready asset — on-prem and in the cloud. The session is hosted by Columbus together with the customer Victaulic. Victaulic is currently in the process of cleaning and archiving data, so they can plan ahead, and start looking at AI, potential use for Snowflake as Data warehouse, and demand planning for better forecasting. … Columbus is a certified Velocity suite delivery Infor Partner and pioneers in holistic M3 data management. Victaulic Company is a global leader in mechanical pipe joining and related technologies for piping systems.
Presentations
Presenters
Sean Scanlon
Manager, ERP & Integrations
Victaulic
Frantisek Slepanek
Team Lead of M3 Delivery & Service Development
Columbus Global
Intermediate Experience Designer Applications -Experience Designer in action: Use cases & best practices - Fortude
11:00 AM
10:15 AM
03/25/2026
Room: Tempe Ballroom A Presenters: Fortude
Discover how Experience Designer (EDA) transforms operations through real-life examples. In this session, you will: Walk through actual design decisions using EDA. See how EDA integrates with other Infor technologies to deliver complete end-to-end solutions. Learn practical lessons from real implementations. The session will conclude with an open panel discussion with Infor’s Gary Drake and Fortude’s Qiang Lang, where attendees can ask questions and explore best practices, challenges, and real-world scenarios.
Presentations
Reduce ERP business risk: regain control over M3 updates - Original
11:00 AM
10:15 AM
03/25/2026
Room: Tempe Ballroom B Presenters: Original
Synopsis: Frequent updates across Infor M3 and connected systems can introduce unexpected disruption, placing pressure on IT teams and business users alike. In this session, M3UGA members United Radio and Royce Too share their real-world journey from reactive testing to a more controlled, risk-aware approach to change. They’ll discuss how growing complexity across their wider technology stack exposed the need for structured testing, what challenges they faced along the way, and how adopting a more proactive strategy helped them protect critical business processes during upgrades. Attendees will gain practical insight into reducing ERP risk, improving update confidence, and enabling safer innovation without slowing the business down.
Presentations

3rd Day Breakout Sessions 2

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30 Days to Automated Shipping: An Infor M3 Case Study
12:00 PM
11:15 AM
03/25/2026
Room: Phoenix Ballroom Presenters: Jonathan Gomez , Pritesh Shah
Hear directly from Jonathan Gomez from Xtreme Manufacturing (Ahern Companies), an Infor M3 customer who successfully went live with automated shipping in just one month. In this session, you’ll learn how a tight timeline was achieved through minimal technical effort, strong collaboration, and a structured implementation approach resulting in faster shipping, improved operational efficiency, and a strong 24/7/365 support experience after go-live. The session will also highlight the comprehensive capabilities of the CloudLeap's Piyovi solution, including the ability to ship, track, rate shop, and perform invoice auditing across Parcel, LTL, FTL, and Ocean from a single platform. The session will conclude with a brief demonstration of the solution in action.
Presenters
Jonathan Gomez
Parts Manager
Xtreme Manufacturing
Pritesh Shah
Co-Founder
CloudLeap (Formerly PIYOVI)
Data Fabric
12:00 PM
11:15 AM
03/25/2026
Room: Tempe Ballroom A Presenters: Gary Drake
Understanding Data Fabric
Presentations
Presenters
Gary Drake
Sr Principal Solutions Consultant
Infor
PLM + ERP + Supply chain
12:00 PM
11:15 AM
03/25/2026
Room: Tempe B
This session explores how Product Lifecycle Management (PLM) has evolved into the foundation of enterprise performance—and why Infor PLM is uniquely positioned to support this shift. Attendees will learn how Infor PLM connects product intent with real-time cost, sourcing, supply chain, and financial data, enabling teams to make better decisions earlier, reduce risk, and respond faster to change. The discussion will highlight how Infor PLM supports end-to-end product orchestration—from concept and design through sourcing, development, and commercialization—while seamlessly integrating with ERP, supply chain, and financial systems. We will also explore how embedded intelligence, GenAI, and industry-specific workflows help organizations accelerate product development, improve margin visibility, and embed compliance, traceability, and sustainability directly into product decisions. Designed for executives and transformation leaders, this session demonstrates how Infor PLM moves beyond managing product data to becoming a strategic engine for growth, resilience, and profitable execution across the fashion and retail value chain.
Presenters
Ana Friedlander
NA Director Industry Solution & Strategy Fashion and Retail
Infor

3rd Day Breakout Sessions 3

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Demand Planning/Forcasting - Infor
1:45 PM
1:00 PM
03/25/2026
Room: Phoenix Ballroom Presenters: John Mercer: Infor
Get ready for an exciting session where Demand Forecasting takes center stage! You’ll see the latest capabilities for managing a robust Demand Forecasting process. You'll learn about Infor's ever-expanding list of algorithms and machine-learning techniques. Lastly, you'll get an early look at the roadmap of upcoming capabilities that will take Demand Forecasting performance to the next level.
Presenters
John Mercer
Solution Consultant - Supply Chain Planning
Infor
Demystifying AI & Data for Infor M3 Customers - Starpoint
1:45 PM
1:00 PM
03/25/2026
Room: Tempe B Presenters: Starpoint
In this session, StarPoint Technologies will provide a concise breakdown of the options available for Artificial Intelligence (AI) – the meaning of the different industry terms you’ve been hearing about, how each fits in your world, and how to go about getting them to work for you. We will also discuss how to implement different forms of AI and Machine Learning (ML), AI Agents, chatbots, and other related features. StarPoint will showcase these features in Microsoft Fabric, which combines data lakes, warehouses, Power BI, and AI in a tightly integrated experience for business users, developers, analysts, and data engineers We’ll also hear from Mark Burger of Weinbrenner Shoe Company on how Weinbrenner has leveraged Microsoft Fabric and AI to improve business outcomes with the help of StarPoint Technologies.
Presentations
Getting the Most from M3 Admin Tools
1:45 PM
1:00 PM
03/25/2026
Room: Tempe Ballroom A Presenters: Gary Drake
There are many Admin tools inside of M3. Join Gary as he reviews then plethora of tools avaliable.
Presentations
Presenters
Gary Drake
Sr Principal Solutions Consultant
Infor

Day 3 Breakout session 4

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EDA Intro
2:45 PM
2:00 PM
03/25/2026
Room: Tempe A
Join us here as Infor's Gary Drake will kick off the ease of use and the benefits of using Infor Experience Designer Applications.
Presenters
Gary Drake
Sr Principal Solutions Consultant
Infor
UX Experience
2:45 PM
2:00 PM
03/25/2026
Room: Phoenix Ballroom
Join Ole Rasmussen as he reivew whats next in Users M3 user experience
Presentations
Presenters
Ole Rasmussen
SVP, Product Management
Infor
Closing session
3:45 PM
3:00 PM
03/25/2026

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