This meeting will be held in person at Waukesha County Technical College (WCTC).
WCTC
800 Main Street
Pewaukee, WI 53072
October 8th, 2026 WI EUG Meeting Agenda – Subject to Change
General Session
- 8:00 – Doors open
- 8:30 – 8:45 Welcome, Announcements and Meeting Logistics
- 8:45 – 10:00 Kinetic New Features & Road Ahead (Sara Maage, Tim Shoemaker)
Session Break 10:00 – 10:30 [Networking and Refreshments]
Discussion Group Sessions
We encourage questions in the meeting but will take submitted focused group questions first.
Please send topics to at epicor.usergroup@wi-eug.com
10:30 –12:00 Focused Discussion Groups
- Finance – Finance – Victoria Klees (JCB Flavors)
- Mastering the Month End (Patrick Carroll)
- Updated GL Hierarchy
- Open Q&A
- Technical – Kelly Renner (Renner Consulting), Tim Melatis (Bradley)
- Beyond the Screen – Building a Custom Buyer Workbench with Kinetic Rest API (Ken Nash)
- Best Practices – BAQs, BPMs (Patrick Ferrington, Epicor)
- Open Q&A
- Manufacturing/Ops – Jenn Lisser (Mayan)
- Forecasts, Planning BOMs (Tim Shoemaker)
- TBD
- Open Q&A
Lunch Break 12:00 – 1:00
Training Sessions 1:00 – 3:00
- Operations – Quote to Ship: Mastering the Order Journey (Tim Shoemaker, Sara Maage – Epicor)
- Quote Engineering
- Counter Sales
- Order Fulfillment
- Open Q&A
- Technical – Kelly Renner (Renner Consulting)
- Prism, AI – Agent Foundry (Conner Heider, Epicor)
- Open Q&A
- Third Party – Precise
- Advanced Project Management
- Advanced Requisition Management
*Agenda subject to change
Map and Meeting Directions
Located at WCTC Pewaukee Campus
800 Main St
Pewaukee, WI 53072
Anthony J. Natalizio Center (AJN) in building S.
The meeting starts promptly at 8:30am. Doors open at 7:45.
Here is a picture of the entrance
