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SWUG Mega Meeting 2025

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We are excited to invite you to the upcoming in-person South West Infor User Group Fall Mega event October 16-17,  where you can unlock the full potential of Infor's industry-specific solutions.

Innovation at work is key to your business success. Come hear from Infor about the latest innovation tools and solutions they are developing and discover how you can utilize these tools to help your employees save time and focus on high-value tasks.

This is a great opportunity to share, learn, and collaborate with other like customers, Infor, and our partner network.

SWUG Where to Park for the meeting PDF 

DOWNLOAD AGENDA AS OF 10/13/2025

Scroll down the page to view the Preliminary Agenda: 

  • General Track
  • V10 Track
  • Cloverleaf Track
  • Finance Track
  • Supply Chain Track
  • Technology Track
  • HCM Track

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Regulatory Enhancement Request
IPA
User Groups

When & Where

Thursday, October 16th, 2025 → Friday, October 17th, 2025
Christus Health
5101 N. O’Connor Blvd.
Irving,Texas75039

Organizer

Loring Kaveney
Ruma Malhotra
Yvonne Cheslog
Dan Kaveney
Panna Patel

Attachments

Sessions

 
Title
End
Start

Thursday - October 16th, 2025

Registration and Breakfast
8:15 AM
7:45 AM
10/16/2025
SWUG Board Welcome And Vendor Introductions - Incarnate Word C
8:45 AM
8:15 AM
10/16/2025
General Session Introduction, Infor update - Incarnate Word C
9:45 AM
8:45 AM
10/16/2025
Vendor Greet & Meet
10:05 AM
9:45 AM
10/16/2025

Breakout Session 1 Day 1

Best Practice in Inventory Management: Inventory Intelligence, Replenishment, and Cycle Counting, Infor - In Person
11:00 AM
10:05 AM
10/16/2025
Room: Mother Frances B
An in-depth discussion on mastering inventory management through data-driven intelligence, optimal replenishment strategies, and effective cycle counting practices. This session provides insights into how to maintain inventory accuracy, minimize stockouts and overstock situations, and leverage technology to make informed decisions. Enhance your inventory operations with proven best practices for sustained performance.
Presenters
Jennifer Krupp
Solution Consultant
Infor
Infor Cloudsuite Financial Reporting using Power BI, Tableau, Excel, Business Objects or any reporting tool that can connect to SQL Server, Dashboard Gear
11:00 AM
10:05 AM
10/16/2025
Room: Mother Frances A
Dashboard Gear will demonstrate how you can easily connect standard reporting tools to your Infor data by showing numerous examples. Bring any reporting questions or challenges you have.
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.
Infor WFM: Why It Works & What Customers Are Saying (Includes a Customer Story)
11:00 AM
10:05 AM
10/16/2025
Room: Incarnate Word D
Infor WFM at a Glance: Why It matters, what you gain, and the results our customers see.
Presenters
Jen White
Account Manager
Infor
Landmark Developer, Infor - In Person
11:00 AM
10:05 AM
10/16/2025
Room: Incarnate Word C
Objective: Equip participants with up-to-date knowledge on Landmark development and empower them to leverage new capabilities effectively, while fostering an engaging and responsive learning environment. (LPL and IPA)
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Lawson V10: Payroll Troubleshooting, Reports, and More, Infor - In Person
11:00 AM
10:05 AM
10/16/2025
Room: Incarnate Word B
This session will walk you through standard troubleshooting for a payroll cycle and set up and structure for Bonuses, Garnishments, and Absence Plans.  The session will also include which balancing reports you should be reviewing.
Presenters
Jana Rogers-Eskridge
Overview of Workspaces | FSM/HRT Suite, Infor - In Person
11:00 AM
10:05 AM
10/16/2025
Room: Incarnate Word A
Join Product Management for an overview of our Standard Workspaces including how to enable, modify, and deploy to your end users.
Presenters
Vivianna Wilhelm
Solution Architect
INFOR

Breakout Session 2 Day 1

"Cash & Treasury, Recon, and Close: Streamlining Bank Statement Reconciliation to the General Ledger in Minutes, Gforce"
12:00 PM
11:05 AM
10/16/2025
Room: Mother Frances A
Still tracking your month-end close in Excel? There’s a better way! Join GForce as we explore the benefits of Close Management and Reconciliation Management systems in FSM. Learn how these tools streamline task assignments, track progress in real time, and cut reconciliation time from weeks to minutes. See how integration and built-in support can transform your financial close process—making it faster, more accurate, and less stressful.
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
Beyond Financial Reporting with Infors EPM: Unlocking EPM as a data delivery platform, Able Ventures
12:00 PM
11:05 AM
10/16/2025
Room: Incarnate Word C
EPM is a powerful platform whose toolset can be leveraged beyond its original FP&A architecture. Come learn how Able Ventures has been utilizing tools such as AppStudio, AppEngine, Infor OLAP and Infors GenAI capabilities to enable custom data modeling and dashboard development capabilities across organizations to create a data-centric enterprise.
Presenters
Matthew Nye
Principal Solutions Architect
Able Ventures
GHR Reporting and Analytics, Dashboard Gear
12:00 PM
11:05 AM
10/16/2025
Room: Incarnate Word D
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.
Item Lifecycle Management: Implementing Recall Management (Customer presentation - CHRISTUS Health, Brad Bantum
12:00 PM
11:05 AM
10/16/2025
Room: Mother Frances B
Join this session to learn more about Item Lifecycle Management including CHRISTUS' journey of implementing the Recall Management segment of the solution and the roadmap for the product.
Presenters
brad bantum
Infor ERP Services MGR
CHRISTUS Health
Payroll - Implementation Lessons Learned, Infor - In Person
12:00 PM
11:05 AM
10/16/2025
Room: Incarnate Word A
Insights and best practices from real-world Payroll Infor CloudSuite implementations to help you streamline processes and avoid common pitfalls
Presenters
Jana Rogers-Eskridge
What are you doing with your Legacy Lawson V10 data , Infor - In Person
12:00 PM
11:05 AM
10/16/2025
Room: Incarnate Word B
The Infor S3 V10 Data Archive solution moves a client's S3 application data set from their on-premises or single-tenant environment into the Infor Data Lake. The Birst product offers prebuilt dashboards that allow viewing of this dataset.
Presenters
Jen Daniels
Sr. Solution Architect
Infor
Lunch (Birds of the Feather) Day 1
1:00 PM
12:00 PM
10/16/2025

Breakout Session 3 Day 1

HRT October CU Updates for Payroll and Benefits Compliance Forms Overview, Intellias
2:00 PM
1:00 PM
10/16/2025
Room: Incarnate Word A
One of the exciting enhancements in the Infor October Update for HR Talent is the ability to generate and distribute Compliance documents including W2’s and ACA forms. Learn how to enable, setup, create and distribute Compliance forms using integration with IDM – Infor Document Management and Employee Space.
Introducing Requisition Self Service within LPL: Streamling the Supply Chain Process
2:00 PM
1:00 PM
10/16/2025
Room: Mother Frances B Presenters: Infor
Discover RSS LPL re-written in landmark. Explore Configurations and Personalizations to deliver the best user experience for Requesters tailored to your business needs including gaining an understanding of Punchout.
Presenters
Jennifer Krupp
Solution Consultant
Infor
Landmark Security Administration
2:00 PM
1:00 PM
10/16/2025
Room: Incarnate Word C Presenters: Inford
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.
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Navigating the Monthly Release
2:00 PM
1:00 PM
10/16/2025
Room: Incarnat Word D Presenters: Infor - In Person
Introducing the Security Policy Change Detection Report. Join us on a journey to master navigating the monthly release process. Together, we’ll explore both new and upcoming techniques to quickly identify which securable objects have changed with each release. More importantly, we’ll uncover how to efficiently assess whether these changes directly affect your current or future security design, empowering you to maintain a strong and adaptive security posture.
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
Tips & Tricks: Top 5 must-know features for a seamless UX and hyperproductive operations - Kole Haniz, Infor - Remote
2:00 PM
1:00 PM
10/16/2025
Room: Incarnate Word B Presenters: Kole Haniz,Infor - Remote
Are you getting the most out of your Infor HCM investment? In this overview session, you will learn and see live demos of some of the most important features across the Infor HCM suite for an optimal, productive UX.
Unlocking Value: Enhancing Financial Operations with FSM Optimization
2:00 PM
1:00 PM
10/16/2025
Room: Mother Frances A Presenters: Apex Systems
Enhancing Financial Operations with FSM Optimization

Breakout Session 4 Day 1

From Insight to Action: Real-World AI Innovations for FSM - Marilyn Aardal, Infor - Remote (Jennifer Krupp - Facilitator)
2:55 PM
2:05 PM
10/16/2025
Room: Mother Frances B
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. Learn about Infor GenAI for FSM, get a sneek peek into AI solutions in the pipeline, and get an inside look at Infor’s Early Adopter Testing Program, where select customers are piloting next-generation AI capabilities.
Presenters
Jennifer Krupp
Solution Consultant
Infor
Getting the Bang for your HR Buck!
2:55 PM
2:05 PM
10/16/2025
Room: Incarnate Word D Presenters: Infor - In Person
Hear how Infor HR Service Delivery and Total Rewards are extending your core HR system to enable your people with practical self-services. Now Understanding compensation completely - and using it as a recruiting or retention tool for your Talent Acquisition and HR teams - is covered with our Total Rewards solution. HR Service Delivery Knowledgebase & Case Management help drive boosted automation/efficiency for self-service while improving the employee experience for your people.
Presenters
Alex Reilly
Product Manager
Infor
Getting the most from Invoice Matching
2:55 PM
2:05 PM
10/16/2025
Room: Mother Frances A Presenters: Infor - In Person
Join us to learn how Infor has improved the Invoice Matching experience.
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
Segregation of Duties Reporting
2:55 PM
2:05 PM
10/16/2025
Room: Incarnate Word B
The Audit before The Audit. Join us as we delve into proactive strategies for leveraging the Landmark Segregation of Duties report to effectively identify and mitigate risks arising from conflicting user access within business processes. Whether you are reviewing conflicting permissions during security role design or user assignments, this comprehensive SoD report serves as a valuable tool to support informed decision-making and ensure ongoing compliance.
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
Supply Chain Infor Document Management - ROI, Vincent Jordan and Paul True Remote
2:55 PM
2:05 PM
10/16/2025
Room: Mother Frances C
The purpose of this presentation is to elucidate the strategic value and functional capabilities of Infor Document Management (IDM). We will explore how IDM empowers organizations to centralize, automate, and secure document lifecycles—driving operational efficiency, compliance, and information integrity.
Presenters
Vincent Jordan Jr
Consultant
Infor
What's New & Next: HR + Payroll Administration
2:55 PM
2:05 PM
10/16/2025
Room: Incarnate Word A Presenters: Infor - Remote
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.
Presenters
Laura Harkins
Vendor Meet And Coffee Break
3:20 PM
2:55 PM
10/16/2025

Breakout Session 5 Day 1

Driving Best Practices in FSM Supply Management via Contract Management
4:20 PM
3:25 PM
10/16/2025
Room: Mother Frances B
Learn how to optimize your supply chain with effective, data-driven contract management that enhances efficiency, reduces risk, and transforms supplier performance into a strategic advantage.
Presenters
Jennifer Krupp
Solution Consultant
Infor
Empowering Talent Mobility & Career Growth
4:20 PM
3:25 PM
10/16/2025
Room: Incarnate Word D Presenters: Infor - In Person
Join us for an exclusive preview of our October Product Release, where we will unveil powerful new tools designed to elevate internal mobility and employee development. In this 45-minute session, we will begin with a brief look back at the evolution of our platform and how it has helped organizations unlock the full potential of their workforce.
Presenters
Alex Reilly
Product Manager
Infor
Infor Global Community
4:20 PM
3:25 PM
10/16/2025
Room: Incarnate Word B Presenters: Infor - In Person
Infor user groups offer a valuable opportunity to connect with peers, share experiences, and discover innovative ways to maximize the value of your Infor solution(s). Join the Infor Global Community and start building those last relationship by engaging, collaborating and learning with others just like you.
Presenters
Yvonne Cheslog
Customer Engagement Manager
Infor
Landmark Administration
4:20 PM
3:25 PM
10/16/2025
Room: Incarnate Word C
Join us for a look at the new use case for Velocity Suite around Invoice Automation
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Move Groove and Improve Workshop Supply Chain & Finance - ROI, Malcolm Jackson, Susan Mahioddin, Vincent Jordan
4:20 PM
3:25 PM
10/16/2025
Room: Mother Frances A
Facilitate a change management focused workshop to organize and prioritize areas for enhancement to current business processes, and/or remediate any processing issues.
Presenters
Malcolm Jackson
Director ERP Technology and AMS
ROI Healthcare Solutions
Susan Mahioddin
Vincent Jordan Jr
Consultant
Infor
Secure Act 2.0 Lawson and CloudSuite Impacts
4:20 PM
3:25 PM
10/16/2025
Room: Incarnate Word A Presenters: Infor - In Person
This session will cover key updates from the SECURE 2.0 Act, including its implications for retirement planning and employer-sponsored plans. We will discuss product updates for Lawson and CloudSuite, exploring the impact and what it means for your organization. Do not miss this opportunity to stay ahead of the curve and engage in meaningful discussion with industry peers.
Presenters
Jana Rogers-Eskridge
Happy Hour at Nirvana Bar And Grill - Karoake Evening With Drinks And Food
6:30 PM
4:30 PM
10/16/2025

Friday - October 17th, 2025

Registration and Breakfast
8:15 AM
7:45 AM
10/17/2025
SWUG Board Welcome And Vendor Introductions - Incarnate Word C
8:45 AM
8:15 AM
10/17/2025
General Session Introduction - Incarnate Word C
9:45 AM
8:45 AM
10/17/2025
Vendor Greet & Meet
10:05 AM
9:45 AM
10/17/2025

Breakout Session 1

Consolidated Apps for HCM and FSM
11:15 AM
10:30 AM
10/17/2025
Room: Mother Frances B Presenters: Infor - In Person
Discover how the Consolidated Web Apps simplify how users work by combining multiple roles into one streamlined module for each business function. This initiative replaces older web apps with modern, easy-to-use solutions that bring consistency, efficiency, and a better user experience across the organization
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
Consolidated WebApps
11:15 AM
10:30 AM
10/17/2025
Room: Incarnate Word D Presenters: infor - In Person
The newly refined User Experience. We are excited to introduce the newly refined user experience, thoughtfully designed to make navigating the application smoother and more intuitive. Featuring simplified navigation, enhanced accessibility, an improved visual design, and faster task completion, the Consolidated WebApps feature truly checks all the boxes. With the April 2026 trial period end date rapidly approaching, we’re here to provide you with a comprehensive overview and a proposed project plan to support a seamless transition and help you get started confidently.
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
Enhancing AP Automation with the Latest from Yoga for FSM
11:15 AM
10:30 AM
10/17/2025
Room: Mother Frances A Presenters: RPI
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.
Enterprise Data Analytics and Reporting in the Cloud: A deep dive into delivering an Infor powered analytic platform Able Ventures, Matthew Nye
11:15 AM
10:30 AM
10/17/2025
Room: Incarnate Word C Presenters: Able Ventures
We know your organization doesn't run on a single software vendor solution but using multiple platforms for data models and reporting leads to inefficiencies, at best, and at its worst, incorrect information that impacts your businesses bottom line. Join Able Ventures for a deep dive on how we produce advanced custom reporting and analytics in Infor CloudSuite as well as utilizing the Infor toolsets for more than just CloudSuite originated data, creating a truly enterprise data analytic platform.
Presenters
Matthew Nye
Principal Solutions Architect
Able Ventures
Examining FSM/HR Talent jobs and job streams with execution dependency from async
11:15 AM
10:30 AM
10/17/2025
Room: Incarnate Word A Presenters: infor - In Person
Examine the relationship between the business classes involved in job and job stream processing including async. This session clarifies jobs purpose for parameter consistency, job streams for execution order and how job status is only available during the invocation of the application during the async execution.
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Planning your next on-premise project Infor V10
11:15 AM
10:30 AM
10/17/2025
Room: Incarnate Word B Presenters: Infor - In Person
Roadmap and prioritize your on-premise software updates. Review the most recent technical notifications and upcoming feature release schedule
Presenters
Jen Daniels
Sr. Solution Architect
Infor

Breakout Session 2

Closing the Gaps Between Software and Process
12:10 PM
11:15 AM
10/17/2025
Room: Incarnate Word D
Even with a flexible, feature-rich solution like Infor HR Talent, there are always opportunities to streamline workflows and reduce manual effort. In this session, Inovium will showcase how configuration and related tools can be applied to optimize implementations, automate routine tasks, and eliminate exceptions. You’ll see practical examples of how these strategies can improve efficiency, enhance the employee experience, and ensure your processes work seamlessly with the software.
Presenters
Dan Miller
Solution Architect
Inovium, LLC
Invoice Processing Automation
12:10 PM
11:15 AM
10/17/2025
Room: Mother Frances A
Join us for a look at the new use case for Velocity Suite around Invoice Automation
Presenters
Vivianna Wilhelm
Solution Architect
INFOR
Landmark replication sets—What's new and on the roadmap?
12:10 PM
11:15 AM
10/17/2025
Room: Incarnate Word A Presenters: infor - In Person
Hear what's new with Landmark replication sets including what replication set enhancements are planned for delivery in October 2025 and what's being worked on for delivery in calendar 2026.
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Lawson v10: RQC Beyond Basics
12:10 PM
11:15 AM
10/17/2025
Room: Incarnate Word B Presenters: Infor - In Person
Join this session to dive deeper into your RQC functionality.  Learn ways to better leverage RQC tools including templates, shopping lists, punchout, and more across your organization. Explore potential cost saving measures by fully leveraging this tool. 
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Supply Chain Disruptions and Best Practices
12:10 PM
11:15 AM
10/17/2025
Room: Mother Frances B
Supply Chain volatility is a part of our world, and the past few years confirm this trend isn't ending soon. Join us and learn what FSM is doing to improve your resiliency with focus on Substitute vs. Replacement Items, Special Handling & Rush Order processing, Supply Chain visibility, PO Acknowledgements, and Backorder management.
Presenters
Jennifer Krupp
Solution Consultant
Infor
What's New & Next: Vision, roadmap and future of Infor’s Human Capital Management suite
12:10 PM
11:15 AM
10/17/2025
Room: Incarnate Word C Presenters: Infor - Remote
Join Infor product leaders as they share our holistic vision for our Human Capital Mangement solutions and our suite-level roadmap. Special emphasis wil be placed the future of the frontline employee experience, attracting and growing your workforce and emerging AI/ML technology.
Presenters
Kole Hainz
Lunch
1:10 PM
12:10 PM
10/17/2025

Breakout Session 3

Data Standardization and Attribution Processes for CloudSuite and Lawson v10
2:05 PM
1:10 PM
10/17/2025
Room: Incarnate Word B Presenters: Dani from Symmetric - In Person
Discover how Symmetric can transform your healthcare supply chain through seamless integration with Lawson and Infor Cloud!  Attend this session to see how the largest healthcare supply chain database automates manual supply chain processes and streamlines procurement, inventory management, and data standardization. Symmetric can help reduce costs and provide cleaner, more reliable data for better decision-making - all of this is accessible with out-of-the-box integrations with Infor.  Join us to experience the future of healthcare supply chain management and get a complimentary item master audit to start the conversation!
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Data Chaos to Data Products: Designing reliable data for Infor CloudSuite and AI
2:05 PM
1:10 PM
10/17/2025
Room: Mother Frances B
In today’s multi-vendor cloud and ERP landscape, the difference between stalled initiatives and AI-ready operations is data products—not data dumps. Join Able Ventures to learn how to publish end-to-end, governed data products (with owners, contracts, and SLOs) that people can find, trust, and use—powering data analytics today and trustworthy GenAI/agent use cases tomorrow.
Presenters
Matthew Nye
Principal Solutions Architect
Able Ventures
How Infor Adoption Accelerator can revolutionize your organization’s digital journey
2:05 PM
1:10 PM
10/17/2025
Room: Incarnate Word C Presenters: Ari Deven, Infor - In Person
Join us for an insightful presentation, demonstration, and Q&A to explore how an Infor Adoption Accelerator can revolutionize your organization's digital journey. Infor Adoption Accelerator acts as an intelligent overlay on your existing software, providing real-time, in-application guidance, automation, and analytics to make complex tools simple and intuitive
Infor AI/ML Roadmap + the AI Revolution: How AI will transform the future of work and HR operations
2:05 PM
1:10 PM
10/17/2025
Room: Incarnate Word A Presenters: Infor - Remote
Artificial intelligence has the potential to usher in a new technology revolution and radically unlock new opportunities and potential for businesses and employees. Join this session to see a live demonstrated of how AI/ML and generative AI is being integrated into Infor's HCM solutions and learn about our roadmap and vision for this exciting, transformative technology in the context of HR, payroll and workforce development.
Presenters
Kole Hainz
Landmark replication into columnar
2:05 PM
1:10 PM
10/17/2025
Room: Incarnate Word D
Replicating data into columnar has special considerations for optimal performance. Learn techniques for efficiently replicating Landmark application data into columnar.
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
The Power of Infor Document Management
2:05 PM
1:10 PM
10/17/2025
Room: Mother Frances A Presenters: Infor - In Person
Maximize your current subscription by leveraging IDM robust template capabilities. An overview of IDM templates and how to edit them. Also, a look into IDM Private Space, a secure, dedicated cloud environment designed for storing sensitive documents.
Presenters
Vivianna Wilhelm
Solution Architect
INFOR

Breakout Session 4

Ask the Experts (Finance) Ron Newberry, Infor - Remote - (Vivian Wilhelm - Faciliator)
3:00 PM
2:05 PM
10/17/2025
Room: Mother Frances A Presenters: Infor - Remote
Presenters
Ron Newberry
Director, Product Management
Infor
Viv Wilhelm
Director Customer Engagement
Infor
Ask the Experts (Lawson V10) - Kristin Miller, Infor
3:00 PM
2:05 PM
10/17/2025
Room: Incarnate Word B
Presenters
Kristin Miller
Sr Principal Customer Success Executive
Infor
Ask the Experts (Reporting) - Rich Bendikson and Mattew Nye
3:00 PM
2:05 PM
10/17/2025
Room: Incarnate Word A
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.
Matthew Nye
Principal Solutions Architect
Able Ventures
Ask the Experts (Supply Chain) Sue Moerlein, Infor - Remote - (Jennifer Krupp - Facilitator), ROI - In Person, Vincent Jordan
3:00 PM
2:05 PM
10/17/2025
Room: Mother Frances B
Presenters
Sue Moerlein
Director, Product Managment (Supply Management)
Infor
Ask the Experts (Technical) - Don Peterson and Del Dehn - Remote | Glen Rexing, Infor - In Person (Facilitator), ROI, Malcom Jackson
3:00 PM
2:05 PM
10/17/2025
Room: Incarnate Word C Presenters: Infor - In Person Infor - Remote
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
Don Peterson
Principal Solution Consultant
Infor
Del Dehn
Ask the Experts (WFM/GHR/Talent/Payroll) Kole Hainz - In Person /Chet - Remote (Jen White - Facilitator)
3:00 PM
2:05 PM
10/17/2025
Room: Incarnate Word D Presenters: Chet - Remote
Presenters
Kole Hainz
Prizes & GiveAways With Snacks - Concord
3:25 PM
3:00 PM
10/17/2025

About Southwest User Group

Welcome to the Southwest Infor User Group (SWUG) Web Site!

The SouthWest Infor User Group is comprised of users of Infor Software products. This site is used to communicate our activities to our members as well as the general internet public as related to Infor Software products.
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