I’d like to make this thread for any of us here who are presenting something at insights. Hopefully one doesn’t already exist - if it does, please let me know and I’ll merge or delete.
We’ve had some incredible sessions led by members here and would like to create a spot that highlights those so that when we’re filling out our agendas in the coming weeks we can be sure to make note of our fellow Epi Users who are presenting.
@mzahn was kind enough to give me a sneak peek at his presentation and it is incredible. While he won’t go into the technical side of it, which you dashboarders and devs would respect and find interesting (@GabeFranco, @mbayley, @klincecum, @hkeric.wci, @tpogue) the user friendliness of his tool and concept behind it (using cost site ID’s to do what-if costing scenarios) will make financial/costing users drool. @timshuwy brought the costing site ID concept up in a post on here a while back that I believe was the beginning to all of this, but I wanted to shout out Mike’s session because it’s another example of Epi Users creating awesome solutions and I know there are more of us out there.
I’ll post @MikeGross, @gpayne and my session on ECM tips and tricks once I find it on the agenda.
In this session, Devin Draeger from the long time Kinetic customer, Sentry Equipment, will share how and why they developed a compelling business case to move from the embedded Kinetic Configurator to Epicor CPQ. Find out:
How the Kinetic Configurator compares and contrasts with Epicor CPQ
What the business case looks like, and how you can build your own
And.. we’ll help you visualize how proven strategies can deliver tangible results for your business
We’ll start with quick demos / real-world examples of solutions we’re each using, then roll into a more open panel + Q&A discussion for the second session.
Problem it solved
What worked vs what didn’t
Lessons learned
Security issues and posture in the world of AI…
This is meant to be pretty informal, more of a group conversation than a presentation. Would love to get the broader community involved, bring questions, examples, annecdotes, advice, critique and corncers.
If you’re doing anything interesting around AI or automation in your organization, shoot me a PM.
I’m doing a Cloud Friendly SDK presnetation (again) is mostly similar to last year a few more examples etc.
Title : How to use the Cloud Friendly SDK (UD Service Designer)
Time: 5/19/2026 01:00 PM - 01:50 PM
Description: This customer-led session reviews the differences between the original SDK and the Cloud-Friendly SDK (UD Service Designer), with a focus on how each supports current development and deployment requirements. The session outlines key changes in architecture, configuration, and maintenance that affect how customizations are built and managed.Attendees will learn how to transition existing projects from the Native SDK to the Cloud-Friendly SDK (UD Service Designer), including practical steps to update and align current solutions. The session also provides examples that show when the Cloud-Friendly SDK (UD Service Designer) is appropriate, based on application design, scalability considerations, and long-term support needs
Customer-led: Tips and Tricks for Managing Your Kinetic Dashboards
Unlock the full potential of your Kinetic environment with practical, real world guidance from Trudy Pogue and Michael Bayley of Innovative Automation. In this session, they’ll walk you through how they build and manage their Kinetic dashboards. Whether you’re building your first or your 100th Kinetic dashboard, you’ll walk away from this session with ideas and tools for building, organizing and managing them.
Topics include:
Dashboards to help you manage your BAQs and dashboards
Thanks for taking the time to talk about my presentation Utah! I appreciate you pointing me to Tim’s post about cost groups. You’re awesome at connecting people and ideas!
My Presentation time and details:
Name
Customer-led: How to Build Your Own Pricing Workflow with Federal Foam Technologies
Join Epicor customer Mike Zahn, Software Engineer at Federal Foam Technologies as he shares how they independently designed a multi-scenario pricing workflow in Epicor Kinetic to respond to significantly fluctuating supplier cost changes. The session follows their process from reviewing supplier price updates, modeling alternative costs safely, analyzing margin impact, and turning approved scenarios into controlled customer pricing. Costing implications are discussed with an Epicor Professional Services consultant, and attendees can engage directly with the customer through live Q&A. What you’ll get from this session:
A finance‑focused, customer‑led example of managing supplier cost volatility in Epicor Kinetic
How what‑if costs support informed margin and pricing decisions without impacting live data
Real‑world use of Costing Workbench, Kinetic dashboards, BAQs, DataViews, and UD fields
A chance to ask questions and discuss the approach directly with the customer presenter
Don’t miss this opportunity to learn from Bryan DeRuvo, VP of ERP and IT at VMC Group, as he shares a candid, updated perspective on Kinetic implementation best practices. Since his last Insights presentation, VMC Group has completed two more implementations, giving Bryan a wealth of new experiences to share. In this session, you’ll gain:
Practical tips & proven strategies: from planning and data migration to testing, training, and go-live execution
Common pitfalls to avoid: learn what can derail your project—and how to prevent it
Hard-earned lessons learned: real-world insights to help your team deliver smoother, more predictable implementations
YOu can certainly share the slides they are yours after all and if you record the presentation you could share it here. But Insights isn’t recorded or streamed (it should be @timshuwy get somone on that )
@Banderson recorded his presentation once before and Shared it here
If there’s enough interest we could look into hosting a webinar of Community Members presentations where everyone can present / re-present tom the community after insights and share them / host them here.
Yes. It should be. I suspect they are trying to protect the value of the conference, but the truth is I was at the conference last year and missed many presentations because they were held at the same time as other events that I was required to be at. Did I get all the value available from the conference? Not really. A lot of the good information that comes with questions from the attendees are not captured in the slides either.
On a couple occasions, people have presented again at local/regional user groups and that’s another opportunity to present to a potentially larger group than one might get at Insights. I did one of mine for the MI-IN User Group and that worked out well.
Our daughter is getting married this year, so no Insights for me! Have a great time!
In the very least attendance should come wit access to online recordings, and or selling online only access for those who can’t attend… would be an additional low cost revenue stream to offset the conference which is by all intennts and purposes a loss leader for most companies.
- if it does, please let me know and I’ll merge or delete.
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