This meeting will be held in person at Waukesha County Technical College (WCTC).
WCTC
800 Main Street
Pewaukee, WI 53072
October 9th, 2025 WI EUG Meeting Agenda – Subject to Change
General Session
- 8:00 – Doors open
- 8:30 – 8:45 Welcome, Announcements and Meeting Logistics
- 8:45 – 9:15 – Feature Preview, Road Ahead (Jen Triftshauser, Tim Shoemaker – Epicor)
- 9:15 – 10:00 Epicor Learning Center, Developing Company Specific Training (Kari Hagedorn – Epicor)
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 – Jill Lopez (Bruno Independent Living Aids),Patricia Aparicio (Epicor)
- AI in Finance Road Map
- Reversing Applied Credit Memo
- Project Management, Finance Focus
- Open Q&A
- Technical – Kelly Renner (Renner Consulting),Tim Melatis (Bradley)
- Open Q&A
- Manufacturing/Ops – Jenn Lisser (Mayan),Tim Shoemaker (Epicor)
- Capability Planning
- Open Q&A
Lunch Break 12:00 – 1:00
Training Sessions 1:00 – 3:00
Session 1 – Technical – Kelly Renner (Renner Consulting)
- Automation Studio
- Dashboards
- Open Q&A
Session 2 – ECM (DocStar) – Neil Henson (Epicor)
- Electronic forms walk through
- Workflows walk through
- Open Q&A
Session 3 – Jenn Lisser (Mayan Technologies)
- Blanket POs
- Kanban (Warehouse Replenishment, Purchased, Manufactured)
- Open Q&A
*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
