SUNDAY - September 20

5:30pm​

PRE-CONFERENCE BONUS SESSION                                        
How to Make Your Browses Race Like Rockets
SCOTT DULECKI - Autokiniton
 
One of the greatest things about browses is that anyone can create one!  You don’t need to be a high-level programming geek to do it… you just need access to a mouse!  If you’re not careful, though, your browse could sputter off the launch pad.  In this session Scott will share key tips and tricks to speed up your browses, avoid the most common pitfalls, and send them racing into the stratosphere!

MONDAY - September 21

8:00am

Check-In / Breakfast & Networking

9:00am

Conference Welcome & Overview
- User Groups Introduction
​- Sponsor Introductions

9:45 am

WELCOME KEYNOTE ADDRESS:
Stronger Together: ERP Upgrade Insights Powered by the QAD Community
ERP transformation doesn’t happen in isolation. In this highly interactive session, customer panelists share how engagement with the QAD User Group community helped them navigate complex upgrade challenges, leverage best practices, and avoid common pitfalls. Featuring both on-stage and audience discussion, this session brings forward the collective intelligence of the community—delivering actionable insights you can take back to your organization.

Moderated by:
SCOTT DULECKI- Autokiniton

11:00 am








​
​

TRACK #1

Planning Right Out of the Box

CARLOS COLMENARES
​Sungate Solutions

QAD continues to expand its planning toolset—but many organizations can achieve significant gains using standard functionality alone. This session highlights the planning capabilities built into core QAD and shows how to leverage them to improve supply chain performance, without the need of additional software investment.

TRACK #2

Scaling ERP Support with a Blended Vendor/Offshore Model

MULI PAZ - Argon Medical Devices

Most QAD teams are asked to do more with a lean internal headcount — supporting daily operations while still delivering enhancements and projects. This session shows how a small core team can scale coverage and capacity through a blended onshore/offshore vendor model without losing control of quality. We'll cover how we structured tiered support (from first-responder intake through escalation), built the runbooks and knowledge transfer that make distributed teams effective, and put governance and SLAs in place to keep everyone accountable across time zones.

TRACK #3

Eagle CTP Continuous Transaction Processor-Real-Time Reporting/ Labeling Automation on the Shop Floor

JIM MICELI | JIM McNEILLY
​Eagle Consulting
JOSEPH ENGLER - Superior Industries
ANDREW AMSTUTZ - Autokiniton

Manufacturers are constantly looking for streamlining, error-proofing and more automation to efficiently post shop-floor production transactions into QAD. Eagle’s CTP provides an easily configurable integration tool set to get data automatically from the line and into QAD with robust real-time labeling as well. In this session, our customers will share how Eagle CTP adds value to their manufacturing processes.

TRACK #4

Your Data is a Gold Mine: 
Find Value Beneath the Surface

AMANDA GOODSON - Cyberscience
QAD CUSTOMER TBD

Every day your QAD system quietly collects a wealth of data about your production, inventory, finances, and operations. But for many manufacturers, the gap between having data and actually using it is wider than it should be and that gap has a real cost. Join Amanda and [customer TBD] as they dig beyond the surface, using real-world examples to show how manufacturers are striking gold by using their data to find hidden inefficiencies, fix broken processes, and improve the bottom line. The gold is already there. This session gives you the tools to dig for it. Stop Panning. Start Mining.

---

12:00 pm

LUNCHEON / Networking

Visit QAD Product Demo Stations
Attendees are invited to visit the various product demo stations set up in the QAD Expo Center. Product managers will be on hand to demonstrate latest modules and features, including QAD Adaptive, Champion AI, Supply Chain, Supplier & Quality Management...and much more!

1:00 pm

TRACK #1

QAD Supplier Onboarding, Scrap Approvals, and AI Assisted Workflows

SPEAKER TBD - Trividia Health
ANDREW WEINSTEIN - ISS Group
​
This presentation will include a case study by Trividia Health, a long time QAD User, discussing the recent implementation of the ISS Group (ISSG) iApprove™ Approval Routing/Workflow Solution for QAD Supplier Onboarding and Scrap Approvals. Trividia will discuss why they chose to implement the iApprove™ Solution for these business processes and the results they have achieved. The presentation will also include an overview and demonstration of the iApprove™ technology as well as a demonstration of our new iAssist™ Solution, which is a set of AI tools developed to assist an iApprove™ User perform their workflow tasks faster and with increased accuracy.

TRACK #2

Streamlining Finance in QAD: How Imperative Care Transformed Journal Entries

McGREGOR WATSON - Imperative Care
DON LINDSEY - 32 Soft Inc.

In this real-world case study, Imperative Care’s McGregor Watson joins 32 Soft’s Don Lindsey to share how they dramatically improved the speed, accuracy, and control of their journal entry process in QAD. By implementing the Journal Entry Data Loader and adopting practical, disciplined use of SAF codes, the team reduced manual effort, minimized errors, and gained clearer auditability and insight into financial activity.

TRACK #3

AI Empowered Cash Application Process

GARY YANG - Roundview Technologies
KEVIN DAVIS - AmSafe

Roundview developed an AI empowered process to optimize the AR Cash application for AmSafe.  This project utilized QAD AUX and  Roundview IntelliFramework (RIF) which is an integration platform with AI agents built-in.  The AI agent was trained to use variety of tools including QXtend data inquiry and transactional interfaces, subscribes to email boxes to extract AR payment documents from customers / bank, and matches AR transactions in QAD.  The result is a workbench data grid in AUX for AR clerk to approve and that will result in the AR bank statement be committed in QAD ERP.  This process dramatically reduces the work load of AR clerk and provides a much more efficient process.

TRACK #4

QAD’S Migration to AWS

WILLIAM BELL - QAD-Redzone
ANDREW AMSTUTZ - Autokiniton

QAD is moving out of IBM + FLEXENTIAL to AWS! 
Learn WHY + HOW!
​

---

2:00 pm

Break / Visit the Exhibits

2:30 pm

TRACK #1

Beyond the Code: Unlocking Speed and Agility with QAD Enterprise Platform Extensions

JEFF STEELE - QAD, Inc.

Say goodbye to the upgrade headaches of the past! Join us to discover how QAD’s non-intrusive architecture completely untangles custom logic from core code. Learn how to leverage a full spectrum of no-code, low-code, and Java-driven tools to deliver personalized, rapid-fire business solutions that remain 100% future-proof against version upgrades.

TRACK #2

Zero to Drill-Down:
Building Apps in QAD Adaptive

BOBBY YEOMANS - Adaptivity

This session will offer a hands-on walkthrough of the six-stage QAD Enterprise Platform development lifecycle — from configuring your dev environment and registering a new app, through business component modeling and hybrid browse design, to wiring up drill-downs and deploying with confidence.

TRACK #3

Taking AI to the Next Level in Your Organization: What Really Moves the Needle

ANITA YOUNGER
​Strategic Information Group

Nearly every manufacturing organization is experimenting with AI. Far fewer are scaling it. In this session at the QAD Midwest and West Coast User Group Meeting, we'll cut through the noise with real case studies from manufacturers who have turned AI from a promising pilot into a competitive advantage, and not how to get your organization off the pilot treadmill and into real, measurable impact. You'll walk away with a clear view of why most AI projects stall, what the winners are doing differently, and three specific actions you can take this quarter to accelerate your own AI journey. Whether you're just getting started, or ready to scale, this session will meet you where you are.

TRACK #4

Extending QAD Across the Requisition-to-Payment Cycle

STEPHEN ROSENTHAL - DocLib
QAD CUSTOMER TBD

Requisitions, POs, and vouchers live in QAD. The work between them often doesn't, and runs on email, spreadsheets, and manual keying instead. That gap has a cost, and it travels: a PO the supplier never confirmed becomes an AP exception weeks later. This session walks the cycle in order, showing what each stage looks like when the work around it runs inside QAD in real time. We'll go deepest on AP, and you’ll also hear from a QAD customer about what changed for their team. Who should attend: purchasing, supplier quality, AP, and finance leaders looking to cut manual work across the QAD environment.

3:30 pm

Break / Networking

4:00 pm

TRACK #1

The QAD User Experience

NANCY MAJURE - QAD

Join Nancy Majure from QAD for an inside look at the latest updates to the QAD user experience. The product interface is constantly evolving, and this session gives attendees a firsthand look at the usability and UI changes designed to make day-to-day work faster and more intuitive. Nancy will walk through what's new, the thinking behind key design decisions, and where the roadmap is headed. But this isn't just a demo. Time is built in for open discussion and direct feedback, so come ready to share what's working well, what's creating friction, and what you'd like to see prioritized next. Your input directly shapes how QAD continues to develop the experience for manufacturing teams like yours.

TRACK #2

ChampionAI: Helping Consumer Products and Food & Beverage Manufacturers Compete in Today’s Disruptive Economy

STEPHEN DOMBROSKI - QAD

In this session, Stephen Dombroski will discuss how QAD ChampionAI is helping consumer products and food & beverage manufacturers transform operational decision-making through intelligent AI-driven agents. Attendees will learn how AI can assist organizations in improving supply chain visibility, accelerating traceability initiatives, managing disruption, optimizing supplier collaboration, and responding more effectively to changing market conditions. The presentation will also explore practical use cases demonstrating how manufacturers can leverage AI to create more agile, connected, and resilient operations while preparing for the next generation of industry and consumer demands.​

TRACK #3

Extending Your ERP to the Edge: IT/OT Convergence for the Connected Plant

STEVE MODRALL - Fuuz
KEVIN CONNOLLY - CSP

This session will walk through how leading manufacturers are extending their existing ERP investment all the way to the edge—converging IT and OT on a single, cloud-native platform that connects machines, systems, and people in real time. Rather than ripping and replacing, this approach treats your ERP as the foundation it was meant to be, while finally giving the plant floor the orchestration layer it's been missing. Attendees will learn how to break down the data silos that separate operations from the enterprise, where IT/OT convergence delivers the fastest ROI, and what a connected-plant architecture looks like when machine data, quality, inventory, and production flow seamlessly between the edge and the ERP. You'll leave with a practical framework for turning fragmented plant data into real-time, actionable intelligence—and a clearer picture of what's possible when your ERP and your operations finally speak the same language.

TRACK #4

AI in Action: Automation Tools for QAD

ANDREA HYSKA - Lacks Enterprises

Artificial intelligence is becoming increasingly accessible, allowing organizations to enhance existing ERP systems. This presentation explores practical approaches to extending a QAD ERP environment using AI, desktop automation, and custom workflow applications to solve every day operational challenges. These automations reduce manual effort, improve consistency, and provide immediate productivity gains without requiring extensive system modifications.

5:00 pm

 
​  Networking Reception / Visit the Sponsors

---