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Infor Midwest User Group Summer Conference

Details

Our Meeting Will Be Hosted By Infor

Infor Commons, 380 St Peter St, St Paul, MN 55102

Join fellow Infor users, partners, and industry leaders for a full day of learning, networking, and collaboration. This is a great opportunity to exchange ideas, gain practical insights, and strengthen connections within the Infor community.

  • Hosted by: Infor
  • Registration Fee: $99 per Infor customer
  • Space is limited — register early to secure your spot

Book your hotel website at www.saintpaulhotel.com and then in the below fields enter the following:

  • Drop down for Code Type – choose “Group/Block”
  • Enter the group code in CODE - 6929158

Guests can also call 800-292-9292 and ask for the Infor Midwest User Group (IMUG)

We look forward to seeing you there!


Additional Opportunity Landmark Technology Project 

½ Day Training (August 11) | 12:30pm – 6pm CT (with 30-minute breaks)

SPACE LIMITED TO 15 PARTICIPANTS (ONLY 2 INFOR CUSTOMERS PER COMPANY CAN ATTEND)

Additional $50.00 for training per person for attendees IMUG's meeting.

If interested, please contact Matt Daniels, daniels.matt@mhsil.com or Brian Stenke, stenke.brian@mhsil.com. for the promo code to add to your total cost of $149.00.

Landmark Technology Project – Join instructor Glen Rexing for a project developing with Landmark Technology tools. Attendees will create a basic Business Class application using the Configuration Console. Integrate the new Business Class with delivered Infor Landmark Business Class. Expand capabilities with new Actions, events against the data, using Landmark Pattern Language (LPL). Automate aspects of the project with Infor Process Automation (IPA). Addressing Landmark Security impacts of all the developed objects. (Roles/Security Classes) During the session, we will address questions, as time permits, about the tool capabilities. In one training session, the attendee will be exposed to the tools for extending the power of their organization’s application with delivered Landmark Technology tools. 

PLEASE NOTE: Infor requires attendee to be on time, bring laptop to access development server, be knowledgeable of Infor Landmark FSM or HCM applications, have experience navigating in the Web User Interface.


Glen Rexing | Cloud Solution Architect, Sr. Principal Infor Education

Glen brings over 30 years of experience with Infor products, spanning consulting, implementation, and education. The first 15 years of his career were focused on implementing and supporting Infor solutions as a consultant, where he developed a deep understanding of customer needs, business processes, and a wide range of industries.

Over the last 15 years, his focus has shifted to developing training and educating both internal and external audiences on Infor product technologies and features. Glen specializes in Landmark Technology—including automations, configurations, Landmark Pattern Language, security, and architecture—which underpins Infor FSM and HR Talent applications.

Glen’s expertise also includes Lawson System Foundation (LSF), with hands-on experience in automations, 4GL customizations, security, and architecture supporting Lawson Enterprise applications. In addition, Glen has extensive experience with Infor OS, particularly Infor Federation Services and ION integrations across Landmark and Lawson environments.

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Tags

Regulatory Enhancement Request
IPA
User Groups
Finance

When & Where

Tuesday, August 11th, 2026 → Thursday, August 13th, 2026
Infor Commons
380 Saint Peter Street
St Paul,MN55102

Organizer

Loring Kaveney
Jennifer Harper
Brian Stenke
Julie Trudeau
Matt Daniels
Yvonne Cheslog

Fees

Audience: Infor Customer

Name/Fee
Start Date
End Date
Type
Infor Customer
$99.00
02/16/2026
08/11/2026
Standard w/ RegCount limit

Sessions

Tag Filter: FINANCE GENERAL HCM OPERATIONS AND REGULATION SUPPLY CHAIN TECHNOLOGY V10 WFM Clear
 
Title
End
Start

Tuesday - August 11th, 2026

Landmark Technology Project - SPACE LIMITED TO 15 PARTICIPANTS (ONLY 2 INFOR CUSTOMERS PER COMPANY CAN ATTEND)
(Max Capacity/Registered: 15/6)
6:00 PM
12:30 PM
08/11/2026
Presenters: Glen Rexing
Join instructor Glen Rexing for a project developing with Landmark Technology tools. Attendees will create a basic Business Class application using the Configuration Console. Integrate the new Business Class with delivered Infor Landmark Business Class. Expand capabilities with new Actions, events against the data, using Landmark Pattern Language (LPL). Automate aspects of the project with Infor Process Automation (IPA). Addressing Landmark Security impacts of all the developed objects. (Roles/Security Classes) During the session, we will address questions, as time permits, about the tool capabilities. In one training session, the attendee will be exposed to the tools for extending the power of their organization’s application with delivered Landmark Technology tools. Infor requires attendee to be on time, bring laptop to access development server, be knowledgeable of Infor Landmark FSM or HCM applications, have experience navigating in the Web User Interface. Session is capped at 15 participants additional observers may be accommodated based on session delivery space.
Fee: $50.00

Wednesday - August 12th, 2026

Open Registration
9:00 AM
8:00 AM
08/12/2026
Room: Superior
Infor Update/ Infor Support Update
10:15 AM
9:00 AM
08/12/2026
Room: Superior
Presenters
Bruce Middendorf
Director, Support Operations
Infor
Darci Snyder
Customer Success Executive
Infor

1st Breakout Session

Finance Round Table
11:00 AM
10:15 AM
08/12/2026
Room: Minnetonka Presenters: Ron and Team - Remote
Round Table| April/October Release Discussion w/PMs
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
HCM / WFM Round Table
11:00 AM
10:15 AM
08/12/2026
Room: Nakomis Presenters: Kole/Chet and Team - Remote
Round Table| April/October Release Discussion w/PMs. This includes WFM
Tagged: HCM
Presenters
John Schutte
Product Manager
Infor
Emily Mulder
Round Table WFM
11:00 AM
10:15 AM
08/12/2026
Room: TBD
Round Table| April/October Release Discussion w/PMs
Tagged: WFM
Supply Management Round Table
11:00 AM
10:15 AM
08/12/2026
Room: Matt Albee Presenters: Sue and Team - Remote
Round Table| April/October Release Discussion w/PMs
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
Technology Round Table
11:00 AM
10:15 AM
08/12/2026
Room: Pine
Tagged: TECHNOLOGY
Presenters
Andrew Lapos
Vice President, Customer Experience
Infor
V10 Round Table
11:00 AM
10:15 AM
08/12/2026
Room: Milbrandt
Tagged: V10
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor

2nd Breakout Session

Financial and Supply Chain Prep and Best Practices for a Cloud Move
12:00 PM
11:10 AM
08/12/2026
Room: Pine
Prepare your organization for a smooth cloud migration in this practical session. Seasoned implementers will outline key preparation steps to make your financial and supply chain data cloud-ready. You’ll gain actionable guidance to streamline data readiness, reduce risk, and accelerate cloud adoption for greater agility and efficiency.
Tagged: V10, SUPPLY CHAIN, FINANCE
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Infor Configuration Management for Landmark—An Overview
12:00 PM
11:10 AM
08/12/2026
Room: Milbrandt
Infor Configuration Management is a program that enables the transfer of configurations, content, security authorization data and extensions from one tenant to another in an automated way. Learn how the Infor Landmark Technology Runtime platform and Infor Landmark applications’ support for Infor Configuration Management can automate the selection, packaging, validation, and transfer of customers’ configuration content from tenant to tenant.
Tagged: TECHNOLOGY
Presenters
Andrew Lipetzky
Infor WFM: What's New, What's Next
12:00 PM
11:10 AM
08/12/2026
Room: Nakomis Presenters: Bryent Hawkins
Stay current on the latest innovations in Infor Workforce Management and get a preview of what's ahead. This session highlights recently delivered WFM enhancements, with live demonstrations of key capabilities that improve usability, automation, and day-to-day workforce operations. The session will also provide a forward-looking view of the Infor WFM roadmap, offering insight into upcoming features and strategic investments designed to support evolving workforce needs. Attendees will leave with a clear understanding of how Infor WFM continues to innovate and how to take advantage of new and upcoming functionality.
Tagged: HCM
Presenters
John Schutte
Product Manager
Infor
Emily Mulder
Reconciliation Made Simple: Streamlining Cash and Account Reconciliation with Reconciliation Management
12:00 PM
11:10 AM
08/12/2026
Room: Minnetonka
Reconciliation doesn’t have to be time-consuming. This session shows how Infor FSM automates bank statement and account reconciliations, reduces manual effort, and provides real-time visibility into progress and exceptions. Learn best practices for cash, accrual, prepaid, and subledger reconciliations, explore workflow and audit features, and see how automation can help your team reconcile faster, more accurately, and with less stress.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
Stop Reconciling. Start Running: Connecting ERP Financials to Permitting, Assets, and Utility Billing
12:00 PM
11:10 AM
08/12/2026
Room: Birch Presenters: Bob Benstead
Many organizations have a strong ERP foundation, but still struggle with the real-world systems where revenue is created, work is performed, and service happens: permitting/licensing, code enforcement, assets/work management, and utility billing. This session shows how public sector teams can connect operational execution to financial outcomes by aligning customer records, standardizing data contracts, reducing reconciliation, and defining governance that keeps the enterprise model clean over time. We will walk through common failure patterns (duplicate customers, inconsistent fee logic, disconnected work order costs, report sprawl) and a practical roadmap that improves accuracy and transparency without requiring a rip-and-replace.
Tagged: OPERATIONS AND REGULATION
Streamlining Bill Only Purchase Requests
12:00 PM
11:10 AM
08/12/2026
Room: Matt Albee Presenters: Jenny
Streamline Bill Only purchases in Infor FSM to simplify and accelerate procedural request processing within healthcare supply chains. This session explores three submission channels: initiating Bill Only requests directly from the EMR via Clinical Bridge Integration for seamless alignment between clinical and supply chain teams; enabling suppliers to submit requests through the Supplier Portal to reduce administrative workload; and using Velocity Suite Email Automation to automatically convert supplier emails into requisitions, eliminating manual entry. Learn how these channels can enhance accuracy, speed up processing, and improve collaboration across clinical, supplier, and supply chain stakeholders.
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
Lunch
12:50 PM
12:00 PM
08/12/2026
Room: Aspen, Maple, Birch

3rd Breakout Session

Beyond Month-End: Using Close Management for Key Processes
1:50 PM
1:00 PM
08/12/2026
Room: Minnetonka
Learn how to leverage the Close Management module beyond the monthly close process. This session includes demonstrations of key Finance and Supply Chain processes, including Annual Budgeting and Physical Inventory. No prior experience with Close Management is required to benefit from this session.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
Facing the Challenges of the Future in Public Sector
1:50 PM
1:00 PM
08/12/2026
Room: Birch Presenters: Bob Benstead
Industry update and future trends discussion for Operations and regulation. "Things, they are a changing"
Tagged: OPERATIONS AND REGULATION
Landmark technology—User and system auditing and reporting
1:50 PM
1:00 PM
08/12/2026
Room: Milbrandt
The Landmark technology platform tracks all changes to Landmark applications in an audit record. Landmark application customers may also track data viewed by users. Learn about the recent enhancements providing Landmark application customers the means to easily examine and analyze what changes a user might have made or what data the user might have viewed over a specific time-period across any Landmark application.
Tagged: TECHNOLOGY
Presenters
Andrew Lipetzky
Open Shift Management: Best Practices for Filling Gaps and Maximizing Coverage
1:50 PM
1:00 PM
08/12/2026
Room: Nakomis Presenters: Bryent Hawkins
Unfilled shifts are one of the most costly and disruptive challenges in workforce management. This session focuses on best practices for managing open shifts in Infor WFM, exploring the full range of tools and strategies available to managers and employees when coverage gaps arise. Attendees will see how Open Shift Manager and Shift Broadcast work together to streamline the process of identifying open shifts, communicating them to eligible employees, and filling gaps quickly, while maintaining compliance with scheduling rules and fairness requirements.
Tagged: HCM
Presenters
Emily Mulder
Payroll and Benefits: Managing changes of Secure Act, One Big Beautiful Bill, and more
1:50 PM
1:00 PM
08/12/2026
Room: Pine Presenters: Laura Harkins - Remote
Stay ahead in Payroll and Benefits by joining this session on navigating recent legislative changes, including the Secure Act and One Big Beautiful Bill. You'll learn practical strategies to maintain compliance, update processes, and optimize benefits administration. Attend for an essential update that ensures accuracy, efficiency, and regulatory alignment in your payroll and benefits operations.
Tagged: V10
Presenters
Jana Rogers-Eskridge
Proactive Supply Chain for Surgical Success
1:50 PM
1:00 PM
08/12/2026
Room: MattAlbee
Stay one step ahead by aligning your supply chain operations with scheduled surgical cases through Clinical Procedure Management. This session will demonstrate how a proactive approach can optimize inventory readiness, reduce last-minute shortages, and improve patient outcomes. Join us to transform how your supply chain supports scheduled surgeries—turning data into action for better readiness and patient care.
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
SPDR - Navigating the Monthly Release 
1:50 PM
1:00 PM
08/12/2026
Room: Superior
This session covers how to stay updated with monthly release changes and effectively use the Security Policy Change Detection report. You will learn how to track and analyze modifications introduced with each release—such as new features or bug fixes—and assess whether your existing security configurations require adjustments. Utilizing this report helps ensure your security settings remain aligned with the latest application updates, minimizing risk and maintaining compliance.
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.

4th Breakout Session

Apex - TBD
2:50 PM
2:00 PM
08/12/2026
Room: Matt Albee
Apex - TBD
Tagged: SUPPLY CHAIN
Dashboard Gear - Create amazing reports and dashboards on your Infor data using Power BI and Microsoft Fabric
2:50 PM
2:00 PM
08/12/2026
Room: Milbrandt
How to create amazing reports and dashboards on your Infor data using Power BI and Microsoft Fabric. From standard Financial Statements and Supply Analytics to Employee Demographics, your Infor data can be fully accessible in Power BI
Tagged: TECHNOLOGY
Presenters
Rich Bendickson
President
Dashboard Gear
Rich Bendickson is the founder of Dashboard Gear. He has over 25 years of experience in Business Intelligence and Reporting Solutions. He has developed numerous business intelligence and reporting solutions related to ERP, Time Tracking and other enterprise data sources. Rich is responsible for Dashboard Gear’s Product Development and Implementation Services. Prior to founding Dashboard Gear Rich was a Sr. Product Manager with Lawson Software.
Empowering Your Workforce: Navigating the Employee Self-Service Portal
2:50 PM
2:00 PM
08/12/2026
Room: Nakomis Presenters: Bryent Hawkins
Today's employees expect the same convenience from their work tools that they get from consumer apps and Infor WFM's Employee Self-Service portal delivers just that. This session is designed for frontline employees and the managers who support them, showcasing how the self-service portal and mobile app put scheduling, time, and communication tools directly in employees' hands. An Infor WFM Solution Consultant will walk through the most common employee-facing workflows, demonstrating how staff can view and manage their schedules, request time off, submit availability, claim open shifts, and interact with timecards, all without manager intervention. The result: less administrative burden for managers and a more engaged, empowered workforce.
Tagged: HCM
Presenters
John Schutte
Product Manager
Infor
Emily Mulder
From Configuration Debt to Citizen Confidence
2:50 PM
2:00 PM
08/12/2026
Room: Birch Presenters: Bob Benstead
A combined story of standardizing operations and regulation while improving portal experience, contact quality, and user trust
Tagged: OPERATIONS AND REGULATION
Journey to the Cloud: Customer Panel
2:50 PM
2:00 PM
08/12/2026
Room: Pine
Join an engaging customer panel of organizations that have migrated from Lawson to Cloud Suite to hear real-world pre-migration strategies, implementation best practices, and post-go-live tips. Learn practical lessons from their successes and challenges to inform your own migration planning. Bring your questions for an interactive discussion that will help make your transition smoother and more successful.
Tagged: V10
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Landmark Replication Sets
2:50 PM
2:00 PM
08/12/2026
Room: Superior Presenters: Glen Rexing
Objective: Equip participants with knowledge on Landmark Replication Sets. Replication Sets are delivered extracts of FSM or HCM applications data. Some of the Replication Sets are Columnar format leverage in the application lists. This session is to discuss Replication Sets, challenges troubleshooting failures and address questions common across user group attendees.
Tagged: GENERAL
Report Distribution capabilities in HR Talent/FSM
2:50 PM
2:00 PM
08/12/2026
Room: Minnetonka
Explore Report Distribution capabilities in HR Talent/FSM with a deeper dive into Report Distribution Groups, Profiles, and attached processes. See how embedded reporting can be used to distribute reports to a dynamic set of users, how print files can be included in emails, and how you can use embedded reporting to extract audit data. Explore the relationship between report generation and distribution options available to route reports as business requirements dictate. Observe added functionality where application defined processes can be utilized to populate desired application areas concurrent with utilizing Report Distribution Groups. Practical example: AR Trade Account Reconciliation in conjunction with the Receivables Tie Back Report.
Tagged: FINANCE
Presenters
Pam Schultz
Principle Learning Consultant
Infor
Break
3:00 PM
2:50 PM
08/12/2026
Room: Aspen, Maple, Birch

5th Breakout Session

Analysis of Matching Issues
3:50 PM
3:00 PM
08/12/2026
Room: Matt Albee
Diagnose Invoice Matching issues through targeted reporting and controls. Use the Match Rate View report to determine how invoices were matched and identify situations where an usually high Reconciliation match percentage warrants additional review. Use the Auto Match Analysis report to detect and analyze recurring error trends and understand common errors. Review Match account posting to analyze variances and isolate root causes. Implement controls restricting Finance resources from forcing invoice matches when items have not been received.
Tagged: SUPPLY CHAIN
Presenters
Pam Schneider
Director Product Management, HCM
Infor
Client Success Story
3:50 PM
3:00 PM
08/12/2026
Room: Birch Presenters: Bob Benstead
Learn about how our clients are meeting the challenges in public sector with clever approaches to delivering top-notch services to their constituents.
Tagged: OPERATIONS AND REGULATION
Data Migration Factory, What's new and next in this tool!
3:50 PM
3:00 PM
08/12/2026
Room: Pine Presenters: Remote
Learn how the Data Migration Factory (DMF) streamlines cloud migrations by identifying migration‑eligible product footprints and using its services and tooling to simplify data transitions. The session covers cloud readiness assessments, pre‑migration helper tools, and data transformation and restructuring options to optimize outcomes. You’ll also get best practices for secure, cost‑effective archiving, guidance to avoid common pitfalls, and practical insights to accelerate a successful cutover.
Tagged: V10
Presenters
Joan Johnson Stoltman
Sr. Director Development
Infor
Enhancing Invoice Processing: Messages, Reconciliation & Automation
3:50 PM
3:00 PM
08/12/2026
Room: Minnetonka
Discover how recent releases have improved Messages and Reconciliation to increase accuracy, efficiency, and visibility in invoice processing. This session includes demonstrations of updated workflows and RPA automation, showing how these enhancements reduce manual effort, streamline exception handling, and accelerate end-to-end processing. Ideal for users seeking to understand the latest capabilities and how to apply them effectively.
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
From Headcount to Insight: Smarter Position Budget Management
3:50 PM
3:00 PM
08/12/2026
Room: Nakomis
Explore how Infor's Position Budget Management capabilities help organizations plan, control, and optimize workforce costs while maintaining agility in hiring. Attendees will learn how to align approved positions, funding, and compensation with organizational budgets, improve visibility into vacancies and backfills, and strengthen collaboration between HR, Finance, and hiring managers. The session will highlight how Position Budget Management supports better governance, reduces budget overruns, and enables more informed, data-driven workforce decisions.
Tagged: HCM
Presenters
April Wright
Customer Engagement Director
Infor
Infor Process Automation—What's new and on the roadmap?
3:50 PM
3:00 PM
08/12/2026
Room: Milbrandt Presenters: Jeremy Spring, Ramesh Marichetty
Hear what's new with Infor Process Automation including enhancements delivered in 2025 and what's being worked on for delivery in calendar 2026. Learn about the noteworthy enhancements that you can use now and those planned for 2026 including the new Infor Process Designer for the Web tool.
Tagged: TECHNOLOGY
SOD - The Audit Before the Audit
3:50 PM
3:00 PM
08/12/2026
Room: Superior Presenters: Elisha Sutherland 
This session will guide you through the process of running a Segregation of Duties (SoD) report within the Landmark application. You will learn how to generate and interpret SoD reports to understand the specific capabilities and risks associated with any given security role. By answering the critical question, "What can this security role do?", the report helps ensure compliance, minimize risk, and enforce internal controls by identifying potential conflicts or excessive privileges within user roles.
Tagged: TECHNOLOGY

6th Breakout Session

Coopers University Health Care - Leader Workspaces (HR, Supply Chain, Finance)
4:50 PM
4:00 PM
08/12/2026
Room: Nakomis
Here from an Infor customer perspective on how to utilize Leader Workspaces.
Tagged: GENERAL
Presenters
Heath Davis
Director Business Applications
Cooper University Health Care
Jonathan Andersen
Product Manager
Infor
Infor Data Archive Solutions – 'S3 and Beyond': Understanding What’s Inside the Box and How to Use It
4:50 PM
4:00 PM
08/12/2026
Room: Superior Presenters: Mark Duetsch
Data archiving is a process that enables organizations to efficiently relocate infrequently used data to a dedicated storage solution for long-term preservation. This archived information, while older, remains vital for future reference and compliance. The Infor S3 V10 Data Archive solution expertly streamlines the migration of your S3 application data from on-premises or single-tenant environments to the Infor Data Lake. Additionally, the Birst product offers prebuilt dashboards, empowering users to access the dataset with ease. Embrace the opportunity to enhance your data management strategy
Infor Velocity Suite October 2026 Release
4:50 PM
4:00 PM
08/12/2026
Room: Milbrandt Presenters: Max Fisher
Receive a sneak preview of what is coming for FSM and HCM within the Infor Velocity Suite with the October 2026 release.
Presenters
Sam Green
Senior Product Director
Infor
Inventory Mastery: Best Practices for Smarter Supply Chains
4:50 PM
4:00 PM
08/12/2026
Room: Matt Albee
Effective inventory management is essential for a responsive and cost-efficient supply chain. In this session, we explore proven best practices that enhance accuracy, reduce stockouts, streamline replenishment, and optimize inventory levels. Learn how systematic cycle counting boosts accuracy without disrupting operations. Discover how location rules can simplify your inventory strategy. See how Inventory Intelligence delivers actionable insights and automation to effectively manage and maintain optimal inventory levels.
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
Partner TBD
4:50 PM
4:00 PM
08/12/2026
Room: Birch
RPI Consultants - Enhancing AP Automation with the Latest from Yoga for FSM
4:50 PM
4:00 PM
08/12/2026
Room: Minnetonka
Discover how the newest features in Yoga for FSM are transforming accounts payable workflows. From advanced automation to intuitive document handling and streamlined data extraction, this session will highlight how Yoga’s latest capabilities integrate seamlessly with Infor FSM. Learn how to reduce friction, improve accuracy, and gain greater control over your AP processes with a smarter, more connected solution.
Tagged: FINANCE
Presenters
Chad Tucker
Sr. Solution Architect
RPI Consultants
Unlock the full potential of your cloud migration
4:50 PM
4:00 PM
08/12/2026
Room: Pine
Unlock the full potential of your cloud migration in this comprehensive session on the Data Migration Factory (DMF), where you'll learn to identify migration-eligible product footprints and leverage powerful DMF services and tooling designed to streamline your data transition. The session covers cloud readiness assessments and utilizing pre-migration helper tools to simplify preparation, as well as exploring data transformation and restructuring options to optimize migration outcomes. Discover best practices for secure and cost-effective data archiving, and gain practical insights to help avoid common pitfalls and accelerate success. Whether you’re just starting out or preparing for the final cutover, this session provides essential knowledge and resources to help you navigate your migration journey with confidence and achieve cloud excellence.
Tagged: TECHNOLOGY
Presenters
Joan Johnson Stoltman
Sr. Director Development
Infor
Customer Event - IMUG Board invites you to a fun night out!
8:00 PM
5:00 PM
08/12/2026

Thursday - August 13th, 2026

2nd Day 1st Breakout Session

Ask the Experts - Combined Landmark and Infor OS
9:50 AM
9:00 AM
08/13/2026
Room: Superior Presenters: Andrew Lipetzky, Elisha Sutherland, Glen Rexing, Pamela Schultz
At the Ask the Experts session, we'll open the microphone to you, letting you ask Landmark technology subject matter experts your questions.
Best Practices for unraveling Received Not Invoiced, Matched Not Received and Received Not Invoiced reconciliation processes
9:50 AM
9:00 AM
08/13/2026
Room: Minnetonka
This session focuses on best practices for identifying, investigating, and resolving Received Not Invoiced (RNI) and Matched Not Received (MNR) discrepancies within the procure-to-pay process. Participants will learn how timing differences, receipt and invoice errors, and matching controls impact financial reconciliation and vendor payments. The session provides practical guidance on using key reports, tracing transactions from purchase order to general ledger, and applying preventative controls to reduce aging balances, improve audit readiness, and strengthen reconciliation accuracy.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
From Insight to Action: Real-World AI Innovations for FSM and HCM
9:50 AM
9:00 AM
08/13/2026
Room: Pine Presenters: Marilyn Aardal
Explore how Infor GenAI is assisting enterprise operations, and discover how Infor is leveraging large language models (LLMs) to deliver tangible value across Financials and Supply Management and Human Capital Management. Learn about Infor GenAI embedded experiences, chat assistant, and get a sneak peek into AI solutions in the pipeline. Also get an inside look at Infor’s Early Adopter Testing Program, where customers are piloting next-generation AI capabilities.
Tagged: GENERAL
Intellias -Understanding Reconciliation Management: Closing Faster, Smarter
9:50 AM
9:00 AM
08/13/2026
Room: Birch Presenters: Mike Beyer
Infor FSM Reconciliation Management enables organizations to move from reactive, manual reconciliation processes to a proactive, automated, and controlled environment. By improving accuracy, reducing cycle times, and enhancing visibility, it empowers finance teams to operate more strategically and deliver greater business value. In this session, we’ll discuss key challenges in traditional reconciliation, the benefits of using Infor Reconciliation Management and general functionality, including an integrated, automated approach that increases efficiency and accuracy.
Item Insight: Lifecycle Management & Recall Readiness
9:50 AM
9:00 AM
08/13/2026
Room: Matt Albee
Effectively managing the full lifecycle of supplies and equipment is essential for compliance, safety, and operational efficiency. This session focuses on Item Lifecycle Management within Infor FSM, highlighting best practices for handling recalls. You will learn how FSM enables quick identification and removal of recalled items to protect patients and comply with regulations, along with strategies for tracking and communicating across departments. Join us to enhance your item lifecycle management and keep your supply chain safe, compliant, and effective.
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
Optimizing HR Payroll in MT: Best Practices and Insights Panel
9:50 AM
9:00 AM
08/13/2026
Room: Nakomis Presenters: Remote
Join our Product Manager post implementation to optimize HR Payroll in MT for an engaging discussion on unlocking the full potential of your payroll processes and learn from over 100 customer go lives. Discover practical tips, proven best practices, and innovative ways to leverage the latest capabilities in MT to streamline and enhance your business operations. Whether you’re just starting or looking to refine your system, this session offers valuable insights to help you drive efficiency and maximize ROI.
Tagged: HCM
Presenters
Jana Rogers-Eskridge
TBD
9:50 AM
9:00 AM
08/13/2026
Room: Milbrandt
Tagged: TECHNOLOGY
Break
10:00 AM
9:50 AM
08/13/2026
Room: Aspen, Maple, Birch

2nd Day 2nd Breakout Session

G-Force - Learn how to get more value from Infor Cash, Reconciliation, and Close: Faster closes. Stronger audits. Fewer spreadsheets.
10:50 AM
10:00 AM
08/13/2026
Room: Birch Presenters: G-Force
You already own Infor Cash, Recon, and Close Management! Join Greg Gotlin, Managing Partner at GForce Technology Consulting, for a real‑world walkthrough and open discussion of how Infor’s Financial Management Trifecta works together to transform month‑end close, strengthen audits and reduce manual work.
Tagged: FINANCE
Presenters
Greg Gotlin
Solutions Director/Founder
GForce Technology Consulting
Greg Gotlin's experience spans over 25 years in ERP solutions, BI and business technology. With a primary focus on Infor Lawson software, his overall software experience demonstrates a broad understanding of the ERP landscape and BI, with significant experience in healthcare, state and local government, education and retail. Greg has completed numerous large scale ERP implementations for multi-entity/multinational companies, which led to his expertise around business process best practices and the change management aspects required to implement those processes.

Greg has been involved with all phases of the implementation lifecycle, from strategic analysis and requirements definition, through cutover and post implementation support. While primarily responsible for financial aspects of a project, he has also been relied upon to coordinate the design and integration of other facets of an implementation, including payroll, supply chain and ancillary systems.

His understanding of business requirements and software capabilities is integral to providing executive leadership with key information to make strategic decisions in order to optimize technology investments thereby improving business, clinical and financial outcomes.

Specialties: Project Management, BI, Change Management, Software Implementations Lifecycle, IT Strategy Development, IT Operations, Software Applications Development, Financial Management, Supply Chain/Inventory Control, Strategic Planning, Process Reengineering, Budgeting and Planning, Database Structure, Programming, Software Engineer
Introduction to Infor Process Intelligence (IPI)
10:50 AM
10:00 AM
08/13/2026
Room: Milbrand
Join us to learn about Infor Process Intelligence (IPI) and how it can help in your transformation journey by leveraging standard industry-based business processes tied to your Infor applications using our modeling capability. You can also hear about the future of process mining.
Tagged: TECHNOLOGY
Presenters
Sam Green
Senior Product Director
Infor
Kinsey - Improving Warehouse Operations with Lawson / Infor
10:50 AM
10:00 AM
08/13/2026
Room: Matt Albee
Use Infor's movement analysis-cost report and print picklist job to identify how best to organize an inventory store area for effective and efficient picking and putaway. Includes presentation and Q&A.
Tagged: SUPPLY CHAIN
Presenters
Tim Salaver
Senior Consultant
Kinsey & Kinsey
Landmark Administration
10:50 AM
10:00 AM
08/13/2026
Room: Pine Presenters: Glen Rexing
Objective: Equip participants with up-to-date knowledge on Landmark administration and empower them to leverage new capabilities effectively, while fostering an engaging and responsive learning environment.
Tagged: TECHNOLOGY
Preparing for releases and the CU process: A Customer Perspective
10:50 AM
10:00 AM
08/13/2026
Room: Nakomis Presenters: Jana Rogers-Eskridge, Infor / Laura & Kole - Remote
This presentation focuses on practical strategies for planning, absorbing, and operationalizing the Cloud Update (CU) cadence, with a particular emphasis on adopting new features without disrupting day-to-day operations. The session addresses how to balance release adoption, testing cycles, and operational readiness while still realizing value from new functionality. Attendees will learn approaches for release impact assessment, cross-functional coordination, testing prioritization, and change communication that help teams move from reactive updates to a more predictable, disciplined, and value-driven CU process.
Tagged: HCM
TBD
10:50 AM
10:00 AM
08/13/2026
Room: Superior
Transform how you manage grants with Infor Grant Management
10:50 AM
10:00 AM
08/13/2026
Room: Minnetonka
Grants and sponsored projects can be a maze of funding sources, regulations, and reporting demands—but they don’t have to be. Explore how Infor Grant Management streamlines post-award processes, helping you simplify administration, stay compliant, and gain real-time visibility into every dollar. Learn best practices for optimizing workflows, boosting accountability, and making smarter, data-driven decisions.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR

2nd Day 3rd Breakout Session

Casbook - Cash Allocation & Collections
11:50 AM
11:00 AM
08/13/2026
Room: Birch Presenters: Craig Bolton
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.
Presenters
David Rushe
Business Development Manager
Cashbook Ltd
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.
Contract Command: Let Your Contracts Lead the Way
11:50 AM
11:00 AM
08/13/2026
Room: Matt Albee
Maximize the power of your contracts to drive savings, compliance, and efficiency in this session on Contract Management within FSM. Learn how to classify contracts effectively—whether manufacturer, distributor, special contracts, or GPO interfaces—to improve management and reporting. Discover ways to monitor contract usage and promote adherence, ensuring staff use the right contracts at the right time. Explore spend analysis techniques to compare on- versus off-contract purchasing, uncovering savings opportunities. Gain practical tips for refining contracts and setups to align with operational goals and vendor agreements. See how FSM supports GPO integration and specials management to leverage negotiated pricing seamlessly.
Tagged: SUPPLY CHAIN
Presenters
Jennifer Krupp
Solution Consultant
Infor
Landmark Developer
11:50 AM
11:00 AM
08/13/2026
Room: Pine Presenters: Glen Rexing
Objective: Equip participants with up-to-date knowledge on Landmark development tools (Configuration Console/LPL/IPA) and empower them to leverage new capabilities effectively, while fostering an engaging and responsive learning environment.
Tagged: TECHNOLOGY
Maximizing Productivity and Insight with Infor’s Reporting and Analytics Solution
11:50 AM
11:00 AM
08/13/2026
Room: Minnetonka
This session showcases Infor’s powerful reporting and analytics tools designed to boost productivity and accelerate decision-making across financial and supply chain domains. Attendees will explore out-of-the-box reports,
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
TBD
11:50 AM
11:00 AM
08/13/2026
Room: Superior
Winning the Talent Race: Modern Talent Acquisition with Infor HR Talent
11:50 AM
11:00 AM
08/13/2026
Room: Nakomis
Explore how Infor HR Talent supports a modern, end-to-end talent acquisition strategy from requisition to hire; designed to improve speed, quality, and overall candidate experience. Attendees will learn how Infor’s integrated solution, including stream-lined requisition creation for vacancy backfill, recruiting and candidate experiences, new-hire pre-boarding & onboarding, and analytics, helps teams streamline workflows and enhance collaboration between recruiters and hiring managers. The session also highlights how embedded insights and automation enable organizations to make data-driven hiring decisions while scaling efficiently to meet evolving workforce demands.
Tagged: HCM
Presenters
April Wright
Customer Engagement Director
Infor
Lunch
12:50 PM
12:00 PM
08/13/2026
Room: Aspen, Maple, Birch

2nd Day 4th Breakout Session

Building a Culture of Continuous Employee Engagement & Pay for Performance
1:50 PM
1:00 PM
08/13/2026
Room: Nakomis
Building a culture of continuous employee engagement involves creating an organizational environment where employees feel motivated, valued, and connected to their work and the company's mission every day. It is more than just occasional surveys or annual feedback sessions; it’s a sustained approach to fostering open communication, recognition, collaboration, and professional growth.
Tagged: HCM
Presenters
April Wright
Customer Engagement Director
Infor
Finance Operational Reporting: Self-Service Insights & Analytics
1:50 PM
1:00 PM
08/13/2026
Room: Minnetonka
Maximize the value of your financial data with Infor’s Operational Reporting tools. Explore delivered reports, dashboards, and KPIs across financial and business domains, and learn how to personalize them with no-code deployment templates. This session covers GL ad-hoc reporting, pixel-perfect financial reports, Excel integration, and self-service analytics, along with advanced report authoring, pre-built data models, and granular security controls—empowering finance teams to access the right data, make faster decisions, and improve operational productivity.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
Landmark Async
1:50 PM
1:00 PM
08/13/2026
Room: Pine Presenters: Glen Rexing
Objective: Equip participants with knowledge on Landmark Async. Async is the engine behind set action events for FSM or HCM applications. This session is to discuss Async, challenges troubleshooting failures and address questions common across user group attendees.
Tagged: TECHNOLOGY
TBD
1:50 PM
1:00 PM
08/13/2026
Room: Superior

2nd Day 5th Breakout Session

Customizing Infor Document Management Templates
2:50 PM
2:00 PM
08/13/2026
Room: Minnetonka
This session highlights customizing Infor Document Management templates to improve document usability and efficiency. Attendees will gain practical insights, lessons learned, and best practices for leveraging delivered templates, no-code customization, and effective governance.
Tagged: FINANCE
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
Landmark Security Administration
2:50 PM
2:00 PM
08/13/2026
Room: Pine Presenters: Glen Rexing
Objective: Equip participants with up-to-date knowledge on Landmark security and empower them to leverage new capabilities effectively, while fostering an engaging and responsive learning environment.
Tagged: TECHNOLOGY
Leveling Up Your Workforce: Modern Learning in HR Talent
2:50 PM
2:00 PM
08/13/2026
Room: Nakomis
Join us to learn about modern learning in HR focused on personalized, technology-driven development programs that empower employees to continuously build skills through microlearning, mobile access, and data-driven insights. This approach increases engagement, productivity, and retention, helping organizations adapt quickly to changing business needs.
Tagged: HCM
Presenters
April Wright
Customer Engagement Director
Infor

About Infor Midwest User Group

The Infor Midwest User Group (IMUG) is an organization dedicated to provide opportunities for Infor/Lawson Software clients to exchange ideas, strategies and experiences; to enhance user understanding of Infor/Lawson products, services, future direction and third party business partners; to consolidate and communicate priorities and enhancements and software fixes to Infor/Lawson; and to partner with Infor/Lawson in developing a vision for the software.

The Infor Midwest User Group (IMUG) is an independently run organization, not managed by Infor/Lawson Software. Geographically, the IMUG represents the states of Minnesota, Iowa, Wisconsin, North Dakota, South Dakota, Nebraska, Kansas and Missouri.
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