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Western Infor User Group Conference 2026

Details

REGISTRATION NOW CLOSED - WE ARE AT CAPACITY

Please email tcardoza@evmwd.net to be added to a waitlist

Join us for our next meeting at the beautiful Temecula Creek Inn, 44501 Rainbow Canyon Rd, Temecula, CA 92592.

Hotel Reservation - Temecula Creek Inn

Discounted Rooms are now filled

Property Map PDF

Any guests requesting to extend their stay outside of the contracted block dates may do so by speaking directly to one of the agents at Temecula Creek Inn. They can be reached by dialing (844) 382-7774 or emailing reservations@tciresort.com.  Due to increased demand please allow at least 24 hours for a response.

Airport Information: Ontario Int'l and San Diego are the two best options.

Things to do while in Temecula

Infor's Featured Presenter 

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.

Glen will be presenting on the following topics:

  • Landmark Security Administration
  • Landmark Administration
  • Landmark Developer (Configuration Console, LPL, IPA)
  • Landmark Async (FSM/HCM set action engine and troubleshooting)
  • Landmark Replication Sets (data extracts, columnar formats, and troubleshooting)

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Tags

Regulatory Enhancement Request
IPA
User Groups

When & Where

Wednesday, September 30th, 2026 → Thursday, October 1st, 2026
Click for Directions
Temecula Creek Inn
44501 Rainbow Canyon Rd
Temecula,CA92592
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Organizer

Loring Kaveney
Teri Cardoza
Paula Knaul
Kate Rogers
Craig Hardesty
Alicia Whitten
Yvonne Cheslog
Dan Kaveney

Attachments

Attached Files
TCI_Property Map_25 (1) (1).pdf

Fees

Audience: Infor Customer

Name/Fee
Start Date
End Date
Type
Infor Customer
$0.00
02/11/2026
09/30/2026
Standard

Sessions

 
Title
End
Start

Wednesday - September 30th, 2026

Breakfast / Registration
8:45 AM
8:00 AM
09/30/2026
Room: Banquet Room Olive B
Breakfast provided
General Session - Infor Update - Darci
9:45 AM
9:00 AM
09/30/2026
Presenters
Darci Snyder
Customer Success Executive
Infor

1st Session

Reset all options in this track
FIN/SCM: What’s New in Close Management
10:30 AM
9:45 AM
09/30/2026
Room: Banquet Room Olive A
Explore the latest enhancements and upcoming capabilities designed to streamline your financial close process. We'll highlight recent releases, demonstrate new functionality, share best practices, and provide a preview of what's coming next, with time for questions and discussion.
Presenters
Demonte Miller
Product Manager
Infor
Jennifer Krupp
Solution Consultant
Infor
GEN: Business Applications of Infor AI Platform
10:30 AM
9:45 AM
09/30/2026
Room: Conference Room Sage C Presenters: Jasmina Fitseka, Max Fisher
Learn what is available as a part of Infor Artificial Intelligence and understand how you can leverage these capabilities to solve your business problems. This session will cover real business problems and how Infor industry AI solutions are addressing these challenges to help you make better decisions by using the power of your data and our digital business platform capabilities
HR/Payroll/WFM: Customer Presentation (WFM)
10:30 AM
9:45 AM
09/30/2026
Room: Conference Room Sage A Presenters: Kasey Gieschen (Infor)
Hear directly from a customer as they share their Workforce Management journey, implementation experience, key outcomes, and lessons learned.
O&R:Stop Reconciling Start Running
10:30 AM
9:45 AM
09/30/2026
Room: Conference Room Sage D
Connecting ERP Financials to Permitting, Assets, and Utility Building
Presenters
Bob Benstead
Director Public Sector and Utilities
Infor
TECH:Landmark Technology - Replication Set Overview
10:30 AM
9:45 AM
09/30/2026
Room: Conference Room Sage B
Presenters
Andrew Lipetzky
Darci Snyder
Customer Success Executive
Infor
Break
10:45 AM
10:30 AM
09/30/2026
Room: Banquet Room Olive B
Refreshments provided

2nd Session

Reset all options in this track
FIN/SCM:Capital Project Reconciliation Process
11:30 AM
10:45 AM
09/30/2026
Room: Banquet Room Olive A
Customer Presentation: Cooper Health
Presenters
Heath Davis
Director Business Applications
Cooper University Health Care
Kate Rogers
Solutions Consultant
GForce Technology Consulting
GEN:Landmark Security Administration with Glen Rexing
11:30 AM
10:45 AM
09/30/2026
Room: Conference Room Sage C
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
HR/Payroll/WFM: Round Table: April/October Release
11:30 AM
10:45 AM
09/30/2026
Room: Conference Room Sage A
Join an interactive discussion on the April and October releases, including key capabilities, customer feedback, and future priorities.
Presenters
Kole Hainz
April Wright
Customer Engagement Director
Infor
O&R:Facing the Challenges of the future in Public Sector
11:30 AM
10:45 AM
09/30/2026
Room: Conference Room Sage D
Industry update and future trends discussion for Operations and Regulations; "Things... they are a changing!"
Presenters
Bob Benstead
Director Public Sector and Utilities
Infor
TECH: Infor Data Strategy - Join the product management team for an overview of the Infor Data Strategy, Rodney Moffitt, Infor, in person
11:30 AM
10:45 AM
09/30/2026
Room: Conference Room Sage B
We will review current capabilities for managing your data, reporting and analytics, and how it plays an integral role in how AI can be used in your organization
Presenters
Rodney Moffitt
Principal Solution Consultant
Infor
Sam Green
Senior Product Director
Infor

3rd Session

Reset all options in this track
FIN/SCM:Driving Best Practices in FSM Supply Management through Contract Management
12:15 PM
11:30 AM
09/30/2026
Room: Banquet Room Olive A
Presenters
Jennifer Krupp
Supply Chain Informatics Analyst
Froedtert & the Medical College of Wisconsin
GEN:Infor Velocity Suite - FSM & HCM October 2026 Release
12:15 PM
11:30 AM
09/30/2026
Room: Conference Room Sage C Presenters: Max Fisher
Presenters
Sam Green
Senior Product Director
Infor
HR/Payroll/WFM: Customer/Vendor Presentation
12:15 PM
11:30 AM
09/30/2026
Room: Conference Room Sage A Presenters: Presented by: LINK
SmartLink Reporting: Transform Your Infor Financial Reporting with Microsoft Tools Achieve Near Real-time Reporting Without Additional Infor Licenses. The solution leverages Microsoft Excel and Power BI - replicates the functionality of Lawson Report Writed while providing enhanced flexibility.
O&R:From Configuration Debt to Citizen Confidence
12:15 PM
11:30 AM
09/30/2026
Room: Conference Room Sage D
A combined story of standardizing O&R while improving portal experience contact quality and user trust
Presenters
Bob Benstead
Director Public Sector and Utilities
Infor
TECH:Data Level Security - What is it and do you need it?
12:15 PM
11:30 AM
09/30/2026
Room: Conference Room Sage B
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
Viv Wilhelm
Director Customer Engagement
Infor
LUNCH
1:30 PM
12:15 PM
09/30/2026
Room: Banquet Room Olive B
Lunch provided

4th Session

Reset all options in this track
FIN/SCM:New Project Reporting Capabilities
2:15 PM
1:30 PM
09/30/2026
Room: Banquet Room Olive A
Presenters
Andrew Wolling
Product Manager
Infor
Alicia Whitten
ERP Systems Analyst Senior - PR HR BN support
UCHealth
16 Years as an enduser role Lawson/Infor S3 - PR, HR, BN, LP, PA
9 Years supporting from an IT role Infor S3/Cloud MT
3 Years picking up contract work
GEN:Landmark Administration
2:15 PM
1:30 PM
09/30/2026
Room: Conference Room Sage C
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
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
HR/Payroll: Customer/Vendor presentation
2:15 PM
1:30 PM
09/30/2026
Room: Conference Room Sage A Presenters: Vendor Presentation by Kinsey
Segregation of Duties (SoD) End to End for Infor CloudSuite Join Kinsey for a live demonstration of their Segregation of Duties end to end process for Infor CloudSuite. Dan Kinsey will demonstrate how Kinsey's reporting tolls help identify true Segregation of Duties (SoD) violations within your CloudSuite security model.
O&R:Customer/Vendor presentation
2:15 PM
1:30 PM
09/30/2026
Room: Conference Room Sage D
(Elsinore Valley Municipal Water District)
Presenters
Mayra Cardenas
Prrincipal Engineer
EVMWD
Teri Cardoza
Accounting Supervisor
Elsinore Valley Municipal Water District
I have served as an Accounting Supervisor at EVMWD since 2011, bringing more than 30 years of public-sector finance and accounting experience. I was a functional lead and early adopter for Infor FSM in 2017, led the organization as the first to go live with Infor HR Payroll in 2020, and supported the implementation of Infor Operations & Regulations in 2023.
TECH:ROUNDTABLE
2:15 PM
1:30 PM
09/30/2026
Room: Conference Room Sage B Presenters: Max Fisher
Top features of Infor that are often not being used
Presenters
Sam Green
Senior Product Director
Infor

5th Session

Reset all options in this track
FIN/SCM:Using PowerBI to Report and Analyze your Infor Data
3:00 PM
2:15 PM
09/30/2026
Room: Banquet Room Olive A Presenters: Presented by DashBoard Gear:
Examples will be shown for Finance, Supply Chain, GHR and Payroll
GEN:CU Process Lessons Learned Panel
3:00 PM
2:15 PM
09/30/2026
Room: Conference Room Sage C
Preparing for releases and the CU process: A customer perspective
Presenters
Jana Rogers-Eskridge
Product Director
Infor
Karen Thompson
Customer Success Executive
Infor
HR/Payroll:Reimagined employee experience and Infor UX transformation
3:00 PM
2:15 PM
09/30/2026
Room: Conference Room Sage A
How to approach and design your desired empoloyee self-service experience for optimal employee engagement and efficiency
Presenters
April Wright
Customer Engagement Director
Infor
O&R:Client success story
3:00 PM
2:15 PM
09/30/2026
Room: Conference Room Sage D
Learn about how our clients are meeting the challenges in public sector with clever approaches to delivering top-notch services to their consultants
Presenters
Bob Benstead
Director Public Sector and Utilities
Infor
TECH:Landmark application security
3:00 PM
2:15 PM
09/30/2026
Room: Conference Room Sage B
Regression testing after a release
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
BREAK
3:15 PM
3:00 PM
09/30/2026
Room: Banquet Room Olive B
Refreshments provided

6th Session

Reset all options in this track
FIN/SCM:Beyond Month-end
4:00 PM
3:15 PM
09/30/2026
Room: Banquet Room Olive A
Using Close Management for Key Processes
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
GEN:Landmark Developer
4:00 PM
3:15 PM
09/30/2026
Room: Conference Room Sage C
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
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
HR/Payroll:Customer/Vendor Presentation
4:00 PM
3:15 PM
09/30/2026
Room: Conference Room Sage A Presenters: Vendor presentation by RPI
Building a CloudSuite Testing Framework
O&R:Overview of Workspaces
4:00 PM
3:15 PM
09/30/2026
Room: Conference Room Sage D
Presenters
Jennifer Krupp
Supply Chain Informatics Analyst
Froedtert & the Medical College of Wisconsin
TECH:Using pre-delivered integrations with a focus on how the IPA/ION integration platform works
4:00 PM
3:15 PM
09/30/2026
Room: Conference Room Sage B
Includes a review of the pre-delivered IPA / ION templates
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.

7th Session

Reset all options in this track
FIN/SCM:Harnessing GenAI for Next-Gen Supply Chain Solutions
4:45 PM
4:00 PM
09/30/2026
Room: Banquet Room Olive A
Explore how GenAI is paving the way for the future of supply chain management
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
GEN:Finance Operational Reporting
4:45 PM
4:00 PM
09/30/2026
Room: Conference Room Sage C
Self-service Insights & Analytics
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
HR/Payroll/WFM: What's New, What's Next (WFM)
4:45 PM
4:00 PM
09/30/2026
Room: Conference Room Sage A
Explore the latest Workforce Management innovations and gain insight into upcoming features, enhancements, and product direction
Presenters
Katy Hardey
Principal Solution Consultant, WFM
Infor
Emily Mulder
Director of Customer Success, WFM
Infor
Maciek Makarski
O&R: From Data Fabric to Dashboard: A field guide to Infor CloudSuite data
4:45 PM
4:00 PM
09/30/2026
Room: Conference Room Sage D
Vendor Presentation: Able Ventures
TECH:Landmark Security Reporting, Monitoring & Debugging
4:45 PM
4:00 PM
09/30/2026
Room: Conference Room Sage B
Presenters
Elisha Sutherland
Product Owner - Application Security
Infor, Inc.
RECEPTION
7:00 PM
5:00 PM
09/30/2026
Vendor sponsored

Thursday - October 1st, 2026

2nd Day Breakfast
8:45 AM
8:00 AM
10/01/2026
Room: Banquet Room Olive B
Breakfast provided

Day 2, Session 1

Reset all options in this track
FIN/SCM:Customizing Infor Document Management Templates
9:45 AM
9:00 AM
10/01/2026
Room: Banquet Room Olive A
Presenters
Vivianna Wilhelm
Director, Consulting Services
Intellias
GEN:Landmark Async with Glen Rexing
9:45 AM
9:00 AM
10/01/2026
Room: Conference Room Sage C
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
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
HR/Payroll/WFM: Open Shift Management Best Practices for Filling Gaps and Maximizing Coverage (WFM)
9:45 AM
9:00 AM
10/01/2026
Room: Conference Room Sage A
Learn proven strategies for managing open shifts, improving shift coverage, increasing employee engagement, and optimizing scheduling efficiency.
Presenters
Katy Hardey
Principal Solution Consultant, WFM
Infor
Emily Mulder
Director of Customer Success, WFM
Infor
Brian Chui
Product Manager
Infor
TECH:Infor Process Intelligence for FSM
9:45 AM
9:00 AM
10/01/2026
Room: Conference Room Sage B
A review of industry best practices for FSM processing
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
V10:Payroll and Benefits
9:45 AM
9:00 AM
10/01/2026
Room: Conference Room Sage D
Managing changes of Secure Act, OBBBA and more
Presenters
Jana Rogers-Eskridge
Product Director
Infor
April Wright
Customer Engagement Director
Infor

Day 2, Session 2

Reset all options in this track
FIN/SCM:Beyond Month-end
10:30 AM
9:45 AM
10/01/2026
Room: Banquet Room Olive A
Using Close Management for Key Processes. 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
Presenters
Vivianna Wilhelm
Director, Consulting Services
Intellias
GEN: Lab sessions - GEN AI
10:30 AM
9:45 AM
10/01/2026
Room: Conference Room Sage C
Bring your own laptop
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
HR/Payroll:Optimizing HR Payroll in MT
10:30 AM
9:45 AM
10/01/2026
Room: Conference Room Sage A Presenters: Myra -- Facilitator
Best practices and insights panel
Presenters
Jana Rogers-Eskridge
Product Director
Infor
TECH:Landmark Columnar
10:30 AM
9:45 AM
10/01/2026
Room: Conference Room Sage B
Overview
Presenters
Andrew Lipetzky
Sam Green
Senior Product Director
Infor
V10:Journey to Cloudsuite
10:30 AM
9:45 AM
10/01/2026
Room: Conference Room Sage D Presenters: Teri -- Facilitator
Customer Presentation by Cooper Health
Presenters
Heath Davis
Director Business Applications
Cooper University Health Care
BREAK
10:45 AM
10:30 AM
10/01/2026
Room: Banquet Room Olive B
Refreshments provided

Day 2, Session 3

Reset all options in this track
FIN/SCM:Transform how you manage grants with Infor Grant management
11:30 AM
10:45 AM
10/01/2026
Room: Banquet Room Olive A
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 bootsing accountability and making smarter, data-driven decisions
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
GEN:Landmark Replication Sets
11:30 AM
10:45 AM
10/01/2026
Room: Conference Room Sage C
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.
Presenters
Glen Rexing
Cloud Solution Architect, Sr. Principal
Infor
HR/Payroll:Case Solved!
11:30 AM
10:45 AM
10/01/2026
Room: Conference Room Sage A
HR Talent's Case Management and GenAI's role in reinventing Employee Self Service
Presenters
April Wright
Customer Engagement Director
Infor
Pam Schneider
Director Product Management, HCM
Infor
TECH:Going live with Velocity Suite from a Customer Perspective
11:30 AM
10:45 AM
10/01/2026
Room: Conference Room Sage B Presenters: Max Fisher
Learning Process Mining and implementing Automated Payment Processing (EVMWD with Infor)
Presenters
Teri Cardoza
Accounting Supervisor
Elsinore Valley Municipal Water District
I have served as an Accounting Supervisor at EVMWD since 2011, bringing more than 30 years of public-sector finance and accounting experience. I was a functional lead and early adopter for Infor FSM in 2017, led the organization as the first to go live with Infor HR Payroll in 2020, and supported the implementation of Infor Operations & Regulations in 2023.
Sam Green
Senior Product Director
Infor
V10:Data Archiving Solutions S3 and Beyond
11:30 AM
10:45 AM
10/01/2026
Room: Conference Room Sage D
Presenters
Mark Deutsch
Sr Director
Infor
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.

Day 2, Session 4

Reset all options in this track
FIN: Learn how to get more value from Infor Cash, Reconciliation and Close
12:15 PM
11:30 AM
10/01/2026
Room: Conference Room Sage A
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 audit and reduce manual work.
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
FIN/SCM:Enhancing AP Automation with the Latest from Yoga for FSM
12:15 PM
11:30 AM
10/01/2026
Room: Banquet Room Olive A
Presentation from RPIC: 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.
GEN:From Insight to Action
12:15 PM
11:30 AM
10/01/2026
Room: Conference Room Sage C
Real-world AI innovations for FSM and HCM
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
TECH:Introduction to Infor Process Intelligence (IPI)
12:15 PM
11:30 AM
10/01/2026
Room: Conference Room Sage B
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.
Presenters
Sam Green
Senior Product Director
Infor
V10:Data Migration Factory
12:15 PM
11:30 AM
10/01/2026
Room: Conference Room Sage D
What's new and next in this tool!
Presenters
Joan Johnson Stoltman
Sr. Director Development
Infor
Viv Wilhelm
Director Customer Engagement
Infor
Lunch
1:30 PM
12:15 PM
10/01/2026
Lunch provided - Gift card give away

Day 2, Session 5

Reset all options in this track
FIN/SCM:Enhance Invoice Processing
2:15 PM
1:30 PM
10/01/2026
Room: Banquet Room Olive A
Messages, reconciliation, & automation
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
GEN:Landmark Technology
2:15 PM
1:30 PM
10/01/2026
Room: Conference Room Sage C
User and system auditing and reporting
Presenters
Andrew Lipetzky
Kate Rogers
Solutions Consultant
GForce Technology Consulting
HR/Payroll:User led discussion on application of OBBBA - no tax on tips/OT
2:15 PM
1:30 PM
10/01/2026
Room: Conference Room Sage A
Customer Led Presentation: (Elsinore Valley Municipal Water District)
Presenters
Teri Cardoza
Accounting Supervisor
Elsinore Valley Municipal Water District
I have served as an Accounting Supervisor at EVMWD since 2011, bringing more than 30 years of public-sector finance and accounting experience. I was a functional lead and early adopter for Infor FSM in 2017, led the organization as the first to go live with Infor HR Payroll in 2020, and supported the implementation of Infor Operations & Regulations in 2023.
TECH: AI & Embedded Analytics, Rodney Moffitt, Infor - In Person
2:15 PM
1:30 PM
10/01/2026
Room: Conference Room Sage B
Learn about the capabilities within the Infor ecosystem around embedded analytics using the visual Analytics Widget and AP capabilities with chat, summarization and visualization builders.
Presenters
Rodney Moffitt
Principal Solution Consultant
Infor
Sam Green
Senior Product Director
Infor
V10:Financial and Supply Chain Prep and Best Practices for a Cloud Move
2:15 PM
1:30 PM
10/01/2026
Room: Conference Room Sage D
Presenters
Kristin Miller
Product Director, Financials and Supply Management
Infor

Day 2, Session 6

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Bank Reconciliation: The Journey to Automation
3:00 PM
2:15 PM
10/01/2026
Room: Conference Room Sage A
Because manual matching is so last year! Customer Presentation: Elsinore Valley Municipal Water District
Presenters
Karen Johnson
Finance Manager
Elsinore Valley Municipal Water District
FIN/SCM:Reconciliation Made Simple
3:00 PM
2:15 PM
10/01/2026
Room: Banquet Room Olive A
Streamlining cash and account reconciliation with Reconciliation Management. Reconciliation doesn't have to be time-consuming. This sessions 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
Presenters
Viv Wilhelm
Director Customer Engagement
Infor
GEN:Talking to AI Like a Pro: Prompts, Practies and Responsible Adoption
3:00 PM
2:15 PM
10/01/2026
Room: Conference Room Sage C
alternative: Infor Process Intelligence for FSM: A review of industry best practices for FSM processing
Presenters
Marilyn Aardal
Sr. Product Manager
Infor
Marilyn Aardal is a Senior Product Manager and enterprise technology leader with more than 20 years of experience driving digital transformation across healthcare, public sector, and corporate organizations. She specializes in the intersection of ERP, finance, supply chain, and artificial intelligence, helping organizations turn emerging technologies into practical business solutions that improve efficiency, decision-making, and user experience.
Her current focus is on generative and agentic AI, where she develops intelligent enterprise capabilities that combine conversational experiences, workflow automation, advanced analytics, and human-in-the-loop governance.
HR: From Prompts to Productivity
3:00 PM
2:15 PM
10/01/2026
Presenters: Chris Cavaliere
Discover how Infor Velocity Suite is bringing GenAI to the enterprise. This session will cover prompting best practices, the fundamentals of the Agent Factory, and practical guidance for enabling and adopting Velocity Suite to drive greater efficiency and business value. Vendor Presentation: Argano
TECH:Output management to dynamically generate business documents
3:00 PM
2:15 PM
10/01/2026
Room: Conference Room Sage B
This session will present an overview of IDM Output Management, how to build templates to leverage your data, and data mapping
Presenters
Sam Green
Senior Product Director
Infor

About Western Infor User Group

The following communities are part of the Western Infor User Group:

SCAN
IRMUG
PLUG
INPAC
Mt West
West Coast User Group / mega
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