General Session

8:00 – Doors open 
8:30 – 8:45 Welcome, Announcements and Meeting Logistics
8:45 – 9:30 Kinetic New Features & Road Ahead (Sara Maage, Tim Shoemaker - Epicor)
9:30 - 10:00 Adv Requisition Mgt & Adv Project Mgt Overview (Precise, certified Epicor integrator)

Session Break 10:00 – 10:30 [Networking and Refreshments]

Discussion Group Sessions *

10:30 –12:00 Focused Discussion Groups
We encourage questions in the meeting but will take submitted focused group questions first.
Please send topics to epicor.usergroup@wi-eug.com

• Finance - Victoria Klees (JCB Flavors), Patrick Carroll (Epicor)
  
  • Mastering the Month End (Patrick Carroll)
  • Updated GL Hierarchy
  • Open Q&A
• Manufacturing Ops – Jenn Lisser (Mayan), Tim Shoemaker (Epicor)
  • Customer Presentation - Advanced Requisition Management
  • Open Q&A
  Technical – Kelly Renner (Renner Consulting), Tim Melatis (Bradley Corp)
  • Beyond the Screen - Building a Custom Buyer Workbench with Kinetic Rest API (Ken Nash, GS Global Resources)
  • Open Q&A

 Lunch Break 12:00 - 1:00

Afternoon Sessions 1:00 – 3:00 *

• Session 1 - Finance - Victoria Klees (JCB Flavors) 
  • Advanced Project Management (Precise)
  • Open Q&A
• Session 2 - Manufacturing Ops - Jenn Lisser (Mayan)
  • Quote to Ship: Mastering the Order Journey (Tim Shoemaker, Sara Maage - Epicor)
    • Quote Engineering
    • Counter Sales
    • Order Fulfillment
  • Open Q & A
• Session 3 - Technical - Kelly Renner (Renner Consulting)
  • Advanced Print Routing (Patrick Farrington, Epicor)
  • Open Q&A

*Agenda subject to change