Schedule

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Monday, September 14, 2026
6:00 PM - 8:00 PMWelcome Reception 
Tuesday, September 15, 2026
6:00 AM - 7:00 AMWalk and Run Club 
6:30 AM - 8:00 AMBreakfast 
8:00 AM - 8:45 AMOpening Session 
9:00 AM - 9:45 AMPUR100 - Buyer's Toolkit: Value-Driven Purchasing & Lasting Relationships 
9:00 AM - 9:45 AMACT101 - Principles of Balancing: The Basics 
9:00 AM - 10:00 AMIS102 - Smart Selling: CRM Foundations 
9:00 AM - 10:00 AMINFOSEC100 - Offline & In Control: A Business Resilience Tabletop 
9:00 AM - 10:00 AMSYS100 - System Admin: New Major and Minor Enhancements 
9:15 AM - 9:45 AMIS101 - ACC Billing Portal: Foundations and Functionality 
9:15 AM - 9:45 AMOPS101 - Reman Scheduling Essentials: From Setup to Success 
9:15 AM - 9:45 AMPUR104 - PO Viewer in Action: Tracking, Reviewing, Deciding 
9:15 AM - 10:00 AMSAL205 - Sales Order Viewers: Visibility That Connects Teams 
9:30 AM - 11:00 AMDAT101 - HOT: Introduction to the Cyberquery Wizard and Visual Editor$125.00
9:30 AM - 11:00 AMDAT201 - HOT: Intro to the Cyberquery Language Editor$125.00
9:45 AM - 10:15 AMOPS103 - Maximizing your return: From Credit memo through Supplier Return 
10:00 AM - 11:00 AMSAL502 - Facing Forward: Seeing the Full Quote-to-Cash 
10:00 AM - 11:00 AMACT401 - Agility Accounting: What's New & What's Next 
10:00 AM - 11:00 AMIS104 - MWT Best Practices: Pick like a pro 
10:15 AM - 11:00 AMSYS102 - ABCS of API 
10:15 AM - 11:15 AMSYS201 - Kickstart Data Management: Importing into Agility 
10:15 AM - 11:15 AMACT105 - Mastering G/L: From Entries to Excellence 
10:15 AM - 11:15 AMPUR101 - Optimizing Inventory: The Case for SPOs 
10:15 AM - 11:15 AMSAL101 - Quote to Win: Best Practices for Sales Success 
10:30 AM - 11:15 AMOPS102 - Parent Department Scheduling: Sales Order/WO's 
11:15 AM - 12:15 PMLunch 
12:15 PM - 12:45 PMDMSi AIM 
1:00 PM - 1:30 PMOPS104 - Inventory Viewers: Your Virtual Reality of Where Your Products Are 
1:00 PM - 1:45 PMSYS105 - Viewer Mastery: Turn Insight into Action 
1:00 PM - 1:45 PMSAL202 - Sales Order Entry: Setting the Stage for Success 
1:00 PM - 1:45 PMMD101 - E-Catalog Power Moves: Best Practices & Pro Tips 
1:00 PM - 2:00 PMOPS203 - Plan Before You Print - Proactive Order & Inventory Management 
1:00 PM - 2:00 PMIS105 - Inventory in Motion: MWT Receiving Strategies 
1:00 PM - 2:00 PMPUR102 - Activate Your Inventory Strategy with SPOs 
1:00 PM - 2:00 PMSYS501 - The Agility Insider Panel: Real Answers from Real System Managers 
1:00 PM - 2:15 PMACT201 - Principles of Balancing - A/R, A/P, and A/P Recon 
2:00 PM - 2:30 PMOPS204 - From Entry to Execution: Multi-Department Scheduling 
2:15 PM - 2:45 PMIS_PHO - Turning Agility ERP Data into Business Growth: An Introduction to Phocas BI and FP&A 
2:15 PM - 3:15 PMSAL102 - Inside Sales Ninja 
2:15 PM - 3:45 PMDAT102 - HOT: Viewing Agility Data Through the Cyberquery Visual Editor$125.00
2:15 PM - 3:45 PMDAT202 - HOT: Improve Your Cyberquery Language Editor Skills$125.00
2:30 PM - 3:15 PMSYS106 - The Agility Web Window Shift 
2:30 PM - 3:30 PMIS503 - ACC Deep Drive: Growing Online Sales 
2:30 PM - 3:30 PMPUR103 - SPOs Unlocked: Practical Steps to Implementation 
2:30 PM - 3:45 PMIS202 - CRM Optimization: From Insight to Impact 
2:45 PM - 3:45 PMSYS101 - System Manager Success Path: Tools, Tips & Tactical Insights 
2:45 PM - 3:45 PMACT102 - A/P Recon in Action: From Chaos to Clarity 
3:00 PM - 3:45 PMOPS201 - Advanced Work Order Strategies: Automation, Ship Loose, and BOM Pricing 
3:00 PM - 3:45 PMIS103 - POD Playbook: Deliveries Without Detours 
3:45 PM - 5:00 PMMashup 
8:30 PM - 11:00 PMAfter Party 
Wednesday, September 16, 2026
6:00 AM - 7:00 AMWalk and Run Club 
6:30 AM - 8:00 AMBreakfast 
8:00 AM - 8:30 AMAgility Web Roadmap 
9:00 AM - 9:30 AMOPS104 - Inventory Viewers: Your Virtual Reality of Where Your Products Are 
9:00 AM - 9:45 AMSYS105 - Viewer Mastery: Turn Insight into Action 
9:00 AM - 10:00 AMACT202 - Principles of Balancing: Inventory 
9:00 AM - 10:00 AMOPS202 - Pathways to Productivity: Structuring Your Warehouse Right 
9:00 AM - 10:00 AMSYS104 - Organization Hierarchy and Organization Security: Setup for Companies Requiring More than 3 Levels of the Organization Hierarchy 
9:00 AM - 10:00 AMSYS301 - From Feedback to Features: How user research shapes DMSi products 
9:00 AM - 10:00 AMSYS103 - Organization Hierarchy and Organization Security: Setup for Companies Requiring 2-3 Levels of the Organization Hierarchy 
9:00 AM - 10:00 AMSAL103 - Walk-In Wins: Tools and Tips for Efficient Order Entry 
9:15 AM - 10:15 AMDAT300 - The Right Tool for the Job - Exploring New Analytics Capabilities for Agility 
9:30 AM - 11:00 AMDAT101 - HOT: Introduction to the Cyberquery Wizard and Visual Editor$125.00
9:30 AM - 11:00 AMDAT201 - HOT: Intro to the Cyberquery Language Editor$125.00
9:45 AM - 10:30 AMMD102 - Empowering Millwork Development: E-Catalog Management & Strategic Pricing 
10:00 AM - 11:00 AMIS502 - The CRM Experience Exchange: Live Learning Workshop 
10:15 AM - 11:00 AMSAL401 - Agility Sales Entry: What's New & What's Next 
10:15 AM - 11:15 AMSAL302 - Beyond the Basics: Advanced Billing for Complex Projects 
10:15 AM - 11:15 AMOPS205 - Cycle Count Excellence: Best Practice for Cycle Counting 
10:15 AM - 11:15 AMPUR201 - Advanced SPO: Taking Purchasing to the Next Level 
10:15 AM - 11:15 AMSYS202 - Customer Connections: Data Management in Agility 
10:15 AM - 11:15 AMSAL502 - Facing Forward: Seeing the Full Quote-to-Cash Picture 
10:15 AM - 11:15 AMACT103 - Mastering A/R: Techniques for Timely Receivables 
11:00 AM - 11:45 AMLunch 
11:45 AM - 1:15 PMThe Human Solutions that Unlocks AI Adoption & ROI 
1:30 PM - 2:00 PMPUR104 - PO Viewer in Action: Tracking, Reviewing, Deciding 
1:30 PM - 2:15 PMOPS304 - Agility Installed Sales: From Request to Completion 
1:30 PM - 2:15 PMOPS301 - Smarter Branch Transfers: Leveraging Agility for Seamless Flow 
1:30 PM - 2:15 PMSYS102 - ABCS of API 
1:30 PM - 2:15 PMACT203 - Principles of Balancing: Sales/COGS 
1:30 PM - 2:30 PMOPS303 - Optimizing Order Fulfillment with Two-Step Picking 
1:30 PM - 3:00 PMDAT202 - HOT: Improve Your Cyberquery Language Editor Skills$125.00
1:30 PM - 3:00 PMDAT102 - HOT: Viewing Agility Data Through the Cyberquery Visual Editor$125.00
1:45 PM - 2:30 PMSAL205 - Sales Order Viewers: Visibility That Connects Teams 
1:45 PM - 2:30 PMSYS106 - The Agility Web Window Shift  
2:00 PM - 3:00 PMACT501 - Agility Accounting Exchange 
2:30 PM - 3:15 PMSAL106 - Innovative SO Creation: Streamline Your Workflow 
2:30 PM - 3:30 PMIS203 - ACC in Action: Exploring Real-World Use Cases 
2:30 PM - 3:30 PMACT106 - Mastering Cash: Tools for Visibility and Control 
2:45 PM - 3:15 PMIS_WP - Worldpay: Understanding the value of Credit Card Integration. 
2:45 PM - 3:15 PMIS_WV - Worldview: From Paper to Digital: A Comprehensive Guide to Paperless Document Management and Automation 
2:45 PM - 3:30 PMMD201 - The Future of E-Catalog: Innovation & Next-Gen Features 
3:30 PM - 4:00 PMIS_KS - Kleinschmidt 
3:30 PM - 4:30 PMPUR501 - SPO Interactive Exchange 
3:30 PM - 4:30 PMOPS401 - Mobile Warehouse Tools: What's New and What's Next 
3:30 PM - 4:30 PMSAL301 - Sales Success: Manager-Level Insights 
3:30 PM - 4:30 PMDAT300 - The Right Tool for the Job: Exploring New Analytics Capabilities for Agility 
3:30 PM - 5:00 PMSYS603 - Interactive Lab: Implement Organization Hierarchy and Organization Security for Your Company 
3:45 PM - 4:30 PMSAL104 - Price It Right: First Steps in Agility 
3:45 PM - 4:45 PMACT104 - Mastering A/P: Smart Strategies for Payables 
3:45 PM - 4:45 PMSYS203 - Supplier & Items : Data Management in Agility 
4:00 PM - 4:30 PMIS_CA - AI and Agility with Contemporary Analysis 
6:00 PM - 9:00 PM50th Anniversary Celebration 
Thursday, September 17, 2026
6:00 AM - 7:00 AMWalk and Run Club 
6:30 AM - 8:00 AMBreakfast 
8:30 AM - 9:30 AMSAL204 - Agility Pricing Review: Tools, Triggers & Tactics 
8:30 AM - 9:30 AMACT401 - Agility Accounting: What's New & What's Next 
9:45 AM - 10:45 AMSYS100 - System Admin: New Major and Minor Enhancements 
9:45 AM - 11:15 AMPUR602 - SPO Interactive Lab