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Carolina User Group Meeting

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Carolina User Group Meeting

Date & Time: February 6, 2025, 8:30am - 4:30pm

Location: Novant Health Forsyth Medical Center's Conference Center 
3333 Silas Creek Parkway, Winston-Salem, NC 27103

Cost to attend - $25.00 per attendee

This meeting will include:

  • Breakfast, Lunch and Afternoon Snack
  • Vendor Expo
  • General Infor Sessions
  • v10 Sessions
  • Technology Sessions
  • Finance/Supply Chain Sessions
  • Human Resources Sessions
  • Implementation Partner Educational Presentations

For any questions please contact the Board:

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When & Where

Thursday, February 6th, 2025 → Thursday, February 13th, 2025
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Novant Health Forsyth Medical Center's Conference Center in Winston Salem, NC
3333 Silas Creek Pkwy
Winston-Salem,NC27103
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Organizer

Loring Kaveney
Janet Murdoch
Lauren Bedard
Amy Riechers
John Desmarais
Angie Bailey
Dan Kaveney

Attachments

Attached Files
Conference Center Student Parking Lot Map.pdf

Sessions

Category Filter: FINANCE AND SUPPLY CHAIN HUMAN RESOURCES TECHNOLOGY V10 SESSIONS Clear
 
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Thursday - February 6th, 2025

Registration / Breakfast / Vendor Expo
9:30 AM
8:30 AM
02/06/2025
Room: Charter Hall and Executive Hall - Vendor Expo
Breakfast will be available outside of Volunteer Hall from 8:30am-9:30am (attendees can eat in Volunteer Hall). Please enjoy breakfast and stop by each one of the vendor tables in Charter Hall and Executive Hall before the first session of the day begins.
Welcome & Opening Remarks
10:00 AM
9:30 AM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Presenters
John Desmarais
Lead Programmer
Novant Health
Infor "General Infor Update / Innovation in Action"
11:00 AM
10:00 AM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Presenters
Adam Luff
Mr
Infor

Breakout Session 1

Reset all options in this track
Infor "5 HCM Capabilities for the Workforce of the Future"
12:00 PM
11:00 AM
02/06/2025
Room: Classrooms 5 thru 6 - Human Resources Sessions
Join Infor product management leaders as they discuss five of the biggest trends to impact your workforce, HR operations and employee experience and learn about existing HCM capabilities to future-proof your business and talent.
Category: Human Resources
Presenters
Pam Schneider
Director Product Management, HCM
Infor
Infor "Infor Process Intelligence"
12:00 PM
11:00 AM
02/06/2025
Room: Classroom 1 - Finance/Supply Chain Sessions
A review of industry best practices for FSM processing.
Presentations
Category: Finance and Supply Chain
Presenters
Marilyn Sizemore
Principle Learning Consultant
Infor
Marilyn Sizemore is an instructor with Infor Education with over 20 years experience working with Lawson and Infor OS technologies. She began working with Lawson applications in 1998 as a customer with a focus on system and data administration, application development, business reporting, system security, and IT management. Having held a variety of support and management roles, her background includes extensive real-world system troubleshooting as well as deep experience using Infor Lawson applications to improve and enhance business processes.
Marilyn joined the Infor Education team in 2015 with a mission to help existing and potential customers get the most out of their ERP investments through education on technology and product features.

Marilyn holds the following certifications:
PMI certified Project Management Professional (PMP)
Infor Certified Instructor
Infor Certified Lawson Administrator
Infor Certified Landmark Developer
Infor Certified Security Administration Consultant
Infor "Lawson v10 Panel Discussion"
12:00 PM
11:00 AM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Join in this lively discussion with fellow customers who have moved from Lawson to Cloudsuite as they share pre-migration, implementation, and post go-live tips.
Category: v10 Sessions
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Infor "Watch 'n' Learn: Infor Configuration Console"
12:00 PM
11:00 AM
02/06/2025
Room: Classrooms 2 thru 4 - Tech Sessions
Come and see some of the things you can do with Infor Configuration Console to get your Infor Landmark-based applications more finely tuned to how you do your work.
Category: Technology
Presenters
Don Peterson
Principal Solution Consultant
Infor
Kinsey "Security and Auditing for CloudSuite"
12:00 PM
11:00 AM
02/06/2025
Room: Video Conference Room
See the wide-ranging functionality that over 125 clients who have implemented either the S3 or CloudSuite versions of this product are utilizing: Security Reporting, Security Auditing, Segregation of Duties, Activity Monitor, Transaction Auditing.
Category: Technology
Presenters
Guy Henson
Vice President
Kinsey & Kinsey
Lunch / Prize Giveaways
1:00 PM
12:00 PM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Lunch will be available outside of Volunteer Hall from 12:00pm-1:00pm (attendees can eat in Volunteer Hall). Please enjoy lunch while networking with vendors and fellow Infor customers.

Breakout Session 2

Reset all options in this track
Infor "Financial Tips for Cloud Readiness"
2:00 PM
1:00 PM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions Presenters: Matt Gregg
Join this session to learn from a seasoned implementer tips and best practices to get your financial data ready for a move to the cloud.
Category: v10 Sessions
Infor "Generative AI for FSM"
2:00 PM
1:00 PM
02/06/2025
Room: Classroom 1 - Finance/Supply Chain Sessions
Explore the transformative impact of Generative AI and how Infor is leveraging LLMs to provide innovative use cases across Financials and Supply Management.
Presentations
Category: Finance and Supply Chain
Presenters
Marilyn Sizemore
Principle Learning Consultant
Infor
Marilyn Sizemore is an instructor with Infor Education with over 20 years experience working with Lawson and Infor OS technologies. She began working with Lawson applications in 1998 as a customer with a focus on system and data administration, application development, business reporting, system security, and IT management. Having held a variety of support and management roles, her background includes extensive real-world system troubleshooting as well as deep experience using Infor Lawson applications to improve and enhance business processes.
Marilyn joined the Infor Education team in 2015 with a mission to help existing and potential customers get the most out of their ERP investments through education on technology and product features.

Marilyn holds the following certifications:
PMI certified Project Management Professional (PMP)
Infor Certified Instructor
Infor Certified Lawson Administrator
Infor Certified Landmark Developer
Infor Certified Security Administration Consultant
Infor "Spreadsheet Designer for The Power User"
2:00 PM
1:00 PM
02/06/2025
Room: Classrooms 2 thru 4 - Tech Sessions
Learn to be a Spreadsheet Designer power user. You'll see how this user-friendly tool for Microsoft Excel can be used to build and share query and upload templates, troubleshoot an upload, and build difficult uploads and queries. You'll also learn how to use the new batch upload feature.
Category: Technology
Presenters
Don Peterson
Principal Solution Consultant
Infor
Infor "What's New & Next: HR & Payroll Administration"
2:00 PM
1:00 PM
02/06/2025
Room: Classrooms 5 thru 6 - Human Resources Sessions
Come join us and experience how our multi-tenant HR & Payroll Administration solutions can create efficiencies for your HR, compensation, benefits and payroll teams with automation, intuitive user experiences and help you better engage your workforce and manage risk. Get an overview of our current roadmap and insights into the future of HR & Payroll Administration.
Category: Human Resources
Presenters
Laura Harkins
Pam Schneider
Director Product Management, HCM
Infor
RPI "Leveraging Yoga for FSM to Streamline AP Processes"
2:00 PM
1:00 PM
02/06/2025
Room: Video Conference Room
From tackling cumbersome data extraction tasks to simplifying document management, Yoga for FSM offers a holistic approach to optimizing your AP workflow. Join this session to learn about Yoga's latest features and see how it seamlessly integrates with Infor FSM to enhance AP processing efficiency and accuracy.
Category: Finance and Supply Chain
Presenters
Chad Tucker
Sr. Solution Architect
RPI Consultants
Chris Lang
Senior Sales and Solutions Executive
RPI Consultants
Evan Winebarger
Strategic Account Executive
RPI Consultants

Breakout Session 3

Reset all options in this track
HyBridge "Leveraging New HR Actor Org Unit Security Roles with Versatile Web Application Security"
3:00 PM
2:00 PM
02/06/2025
Room: Video Conference Room Presenters: Mark Neal
Discover how to strengthen your organization’s data-level security in HR Talent! Join us to explore how your organization can leverage advanced data-level security controls in HR Talent to ensure the right access for the right people. Explore the newly introduced actor org unit security roles from the October release, designed to provide precise access tailored to your team’s unique responsibilities in areas like Payroll, Absence, Benefits, and more. Uncover the power of UI access control tools for security administrators to effortlessly manage web application security and menu visibility. Say goodbye to unnecessary customizations in LPL while maintaining robust security. This session offers practical, flexible solutions to help your organization enhance HR security with confidence and ease.
Category: Human Resources
Presenters
Chris Cavaliere
Infor Cloud Strategist
HyBridge Solutions
Andrea Schwartzmiller
Director, Client Relations - South
HyBridge Solutions Inc
Infor "Explore Infor Delivered Supply Chain Analytics"
3:00 PM
2:00 PM
02/06/2025
Room: Classroom 1 - Finance/Supply Chain Sessions
Learn about pre-delivered dashboards and analytics for Supply Chain applications. Learn how to copy and configure reports for your unique business needs with hands-on exploration.
Presentations
Category: Finance and Supply Chain
Presenters
Marilyn Sizemore
Principle Learning Consultant
Infor
Marilyn Sizemore is an instructor with Infor Education with over 20 years experience working with Lawson and Infor OS technologies. She began working with Lawson applications in 1998 as a customer with a focus on system and data administration, application development, business reporting, system security, and IT management. Having held a variety of support and management roles, her background includes extensive real-world system troubleshooting as well as deep experience using Infor Lawson applications to improve and enhance business processes.
Marilyn joined the Infor Education team in 2015 with a mission to help existing and potential customers get the most out of their ERP investments through education on technology and product features.

Marilyn holds the following certifications:
PMI certified Project Management Professional (PMP)
Infor Certified Instructor
Infor Certified Lawson Administrator
Infor Certified Landmark Developer
Infor Certified Security Administration Consultant
Infor "Getting the Most Out of Application Reporting for the End User"
3:00 PM
2:00 PM
02/06/2025
Room: Classrooms 2 thru 4 - Tech Sessions
Learn some of the more advanced things you can do with the list view reports throughout the applications.
Category: Technology
Presenters
Don Peterson
Principal Solution Consultant
Infor
Infor "Maximizing Your Lawson v10 Usage: Tips, Tools, and Resources"
3:00 PM
2:00 PM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Join this session to maximize your Lawson v10 system. Whether you're new or experienced, gain tips, tools, and resources to boost productivity in tech, financials, supply chain, and more.
Category: v10 Sessions
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Infor "What's New & Next: Talent Management"
3:00 PM
2:00 PM
02/06/2025
Room: Classrooms 5 thru 6 - Human Resources Sessions
Join Infor product leaders as they share recent release highlights and our product vision for helping you attract, grow and retain talent to better achieve your strategic talent goals. A special emphasis will be placed on how our solutions uniquely help you measure and unlock the full potential of your frontline employees. This session will include Talent Acquisition, Transition Management, Learning & Development, Performance Management and more.
Category: Human Resources
Presenters
Pam Schneider
Director Product Management, HCM
Infor
Afternoon Snack
4:00 PM
3:00 PM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Refreshments will be available in Volunteer Hall from 3:00pm-4:00pm. Please feel free to grab an afternoon snack to enjoy while you're attending the last two breakout sessions of the day.

Breakout Session 4

Reset all options in this track
Able Ventures "Taking EPM Beyond the Basics"
3:30 PM
3:00 PM
02/06/2025
Room: Classroom 1 - Finance/Supply Chain Sessions
Join us to unlock potential of EPM as a platform for data analytics beyond just financials. Learn how Infor is leveraging this platform to unlock your data, whether in the Infor Cloud, non-Infor Cloud or on-premise systems.
Category: Finance and Supply Chain
Presenters
Matthew Nye
Principal Solutions Architect
Able Ventures
Tom Zydel
Director, Business Development
Able Ventures
Dashboard Gear "How to Easily Query Your Cloud Data Using Popular Tools"
3:30 PM
3:00 PM
02/06/2025
Room: Classrooms 2 thru 4 - Tech Sessions
Dashboard Gear will demonstrate how you can use the tools you are already familiar with such as Excel, Power BI, Tableau, etc. to query the data you have in the Infor Cloud. A variety of samples will be shown including Standard Financial Statements, Turnover Reporting and Supply Spend Dashboards.
Category: 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.
Huron "The Five Dimensions of Digital Transformation: A Maturity-Based Approach"
3:30 PM
3:00 PM
02/06/2025
Room: Video Conference Room
Join us to explore how to assess and advance your organization across the five critical dimensions of transformation - from basic to transformational - with real examples from Infor implementations that will help you avoid common pitfalls and accelerate your journey. Five key takeaways: 1. Assess Your Digital Transformation Readiness | Discover how to accurately evaluate your organization's current state across all five dimensions, revealing hidden barriers that often derail Cloud Suite implementations. 2. Map Your Custom Transformation Journey Steps | Define a practical framework for moving through each maturity level that accounts for your unique organizational constraints and capabilities. 3. Synchronize Technology Changes with Business Evolution | Explore how to time and sequence your Infor implementation to match your organization's ability to absorb change across all pillars. 4. Build Your Cross-Functional Governance Framework | Learn how to establish the right controls and decision-making processes that ensure sustainable transformation without creating bureaucracy. 5. Measure and Communicate Transformation Value | Get tips on specific metrics and dashboards that prove the business impact of your transformation efforts to stakeholders at every level.
Category: Technology
Presenters
Christopher Geers
Director
Huron
Bret Wagner
Director, Digital & Financial Transformation
Huron
intellius "Improve Employee Engagement with Infor HR Talent Continuous Performance"
3:30 PM
3:00 PM
02/06/2025
Room: Classrooms 5 thru 6 - Human Resources Sessions
Infor Performance Management now includes Continuous Performance Engagement that is easy to set up and will immediately enable employees and managers to foster a culture of real-time feedback and development. Encourage regular, proactive, and strategic conversations around achievements, challenges, and tasks by introducing Infor's Continuous Performance! In this session, we will review: • The Benefits of a Modern Performance (vs Traditional) Process • Enable Continuous Performance • How to use Raves • How to use Pulse Surveys • How to use Check Ins
Category: Human Resources
Presenters
Jake Michael
Director, Business Development
Intellias, Inc.
Will Anderson
Account Executive
Intellias

Breakout Session 5

Reset all options in this track
Apex Systems "ERP Essentials: Navigating Item and Inventory Units of Measure"
4:00 PM
3:30 PM
02/06/2025
Room: Classroom 1- Finance/Supply Chain Sessions
Join us for an insightful session on mastering the complexities of item and inventory units of measure. We will cover defining stock and valid units of measure at the Item Location level, how that activity streamlines the inventory process as well as the needed set-up options and configurations for the change.
Presentations
Category: Finance and Supply Chain
Presenters
John Kovach
Strategic Sales Director
Apex Systems
Ann Wehrheim
Practice Director
Apex Systems
GForce "Live on CloudSuite...Now What?"
4:00 PM
3:30 PM
02/06/2025
Room: Classrooms 2 thru 4 - Tech Sessions
After months of planning, your ERP system is up and running. The team is excited but not really sure what to do. Join us to discuss ways to optimize your new system by utilizing best practices and identifying specific opportunities unique to your organization. The “GForce Resource” will help you to determine ways to develop strategies to allow your new software to grow with your company. Be sure to bring your questions as this is going to be very interactive!
Category: Technology
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
Jonathan Sher
Account Executive
GForce Technology Consulting
Grant Crowell
Account Executive
GForce Technology Consulting
Infor "What's New & Next: Workforce Management (WFM)"
4:00 PM
3:30 PM
02/06/2025
Room: Classrooms 5 thru 6 - Human Resources Sessions
Category: Human Resources
Presenters
John Schutte
Product Manager
Infor
Pam Schneider
Director Product Management, HCM
Infor
ROI "Touchless Contracts to Payments"
4:00 PM
3:30 PM
02/06/2025
Room: Video Conference Room Presenters: Jeff Brewster
Are your Procure-to-Pay processes still manual? Are you underutilizing EDI capabilities? Join us for this informative session to learn how you can achieve touchless supply chain processes with the Infor CloudSuite FSM solutions. Whether you are on CloudSuite already or planning the move, we will share the important components that you need to enable in FSM to innovate the Supply Chain Contract to Payment processes.
Category: Finance and Supply Chain
Prize Giveaways & Closing Remarks
4:30 PM
4:00 PM
02/06/2025
Room: Volunteer Hall - General Sessions and v10 Sessions
Please join us in Volunteer Hall after the last breakout session of the day for brief closing remarks and prize drawings. Must be present to win!
Presenters
John Desmarais
Lead Programmer
Novant Health

About Carolinas User Exchange

Carolinas User Exchange

The Carolinas Users Exchange is an organization, independent of Infor, dedicated to maximizing the benefits of the use of all Infor/Lawson Software products.
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