Schedule at a Glance 

Monday, November 9

  • Half Day Extended Education Sessions (additional costs apply and must be pre-registered)

  • Welcome Reception in the Solutions Pavilion 
  • Food includes: Breakfast and lunch for Extended Education attendees.  Light snacks at the Welcome Reception for all conference attendees.

Tuesday, November 10

  • Welcome Keynote from Epicor Executives
  • Breakout Sessions
  • Solution Pavilion open throughout the day 
  • 1:1 Support Tables open throughout the day 
  • Networking Reception with Sponsors in the Solutions Pavilion 
  • Food includes: Breakfast, lunch, breaks and light snacks at the Networking reception.

Wednesday, November 11

  • Guest Keynote Speaker
  • Breakout Sessions

 The conference will conclude around 3:00 pm on Nov 11.

Food includes: Breakfast, lunch, breaks and light snacks at the evening receptions.

Full day access to bottles of water and soda are not included in the conference price, please plan to visit the Marketplace at Gaylord Texan should you wish to have a soda throughout the day.  Access to water will be available via water bubblers throughout the Convention Center space.

 

Name Time Speakers More Info
Sunday, November 8, 2026
Early Registration Open3:00 PM - 5:00 PM 
Monday, November 9, 2026
Registration Open7:00 AM - 6:30 PM 
EE 4: Accelerating Your Transition from BisTrack Desktop to BisTrack Web: Express Setup and Readiness Workshop8:00 AM - 12:00 PMFrank Trippi - Epicor
EE 3: Unlock Smarter Purchasing: Streamline Replenishment with BisTrack Suggested Orders8:00 AM - 12:00 PMGordon Skogsberg - Epicor
EE 2: Managing Pricing in BisTrack: Best Practices for Accurate and Consistent Sales Pricing8:00 AM - 12:00 PMDaniel Taylor - Epicor
EE 1: BisTrack BI Fundamentals: SQL, SmartViews, and Dashboards8:00 AM - 12:00 PMBrian Bradshaw - Epicor
EE 7: From Clutter to Control: Leveraging BisTrack Tools to Better Manage Inventory and Improve Product Performance1:00 PM - 5:00 PMDavid Carrera - Epicor
EE 5: Advanced BisTrack BI: Designing Smarter SmartViews and Dashboards1:00 PM - 5:00 PMBrian Bradshaw - Epicor
EE 6: Epicor Financials for BisTrack Users: A Practical Introduction1:00 PM - 5:00 PMNicole Morris - Epicor
EE 8: Crystal Reports for BisTrack: Report Design Essentials1:00 PM - 5:00 PMJason Zuniga - Epicor
An Introduction to the Epicor Insights Conference4:15 PM - 4:45 PM 
Welcome Reception5:00 PM - 6:30 PM 
Solutions Pavilion Open5:00 PM - 6:30 PM 
Support Tables Open5:00 PM - 6:30 PM 
Tuesday, November 10, 2026
Breakfast7:00 AM - 8:00 AM 
Registration Open7:00 AM - 6:00 PM 
Welcome Keynote From Epicor Executives8:00 AM - 8:45 AM 
Coffee Break8:45 AM - 9:00 AM 
Solutions Pavilion Open8:45 AM - 6:00 PM 
From Insight to Impact: Preparing for AI in Retail9:00 AM - 9:50 AM 
The Road Ahead for BisTrack9:00 AM - 9:50 AM 
Part 1 of 2: What's New in LumberTrack9:00 AM - 9:50 AM 
Part 2 of 2: What's New in LumberTrack & Advisory Council Update10:00 AM - 10:50 AM 
What's New in BisTrack10:00 AM - 10:50 AM 
The Retail Road Ahead10:00 AM - 10:50 AM 
Support Tables Open10:00 AM - 6:00 PM 
Discover the Benefits of BisTrack in the Cloud11:00 AM - 11:50 AM 
Preparing for BisTrack Web: Profiles, Forms & Login Security11:00 AM - 11:50 AM 
From Spreadsheet-Based Budgets to Structured FP&A Planning11:00 AM - 11:50 AM 
BisTrack Automation Studio: Recipes, Integrations, and Real-World Use Cases11:00 AM - 11:50 AM 
Mastering Installed Sales and Contract Billing in BisTrack11:00 AM - 11:50 AM 
Simplify Inventory Counts with Real-Time Physical Count Reconciliation11:00 AM - 11:50 AM 
Modernize Your Documents: Moving from Crystal Reports to SSRS11:00 AM - 11:50 AM 
The Heart of Modern Retail: Powering Growth with Propello11:00 AM - 11:50 AM 
Epicor Learning: What's New and What's Next for Retail11:00 AM - 11:50 AM 
BisTrack Web: Browser-Based, Access Anywhere11:00 AM - 11:50 AM 
Introduction to Epicor Warehouse Management System: Improve Accuracy and Efficiency (also held on Wednesday at 9:30-10:20 am)11:00 AM - 11:50 AM 
Cut Payment Costs and Simplify Processing with Epicor Payment Solutions and Eagle11:00 AM - 11:50 AM 
Lunch12:00 PM - 1:20 PM 
Get Paid Faster and Reduce Processing Costs with Epicor Payments1:30 PM - 2:20 PM 
Personalize LumberTrack for Every User1:30 PM - 2:20 PM 
Transform Data into Actionable Business Intelligence with Epicor Data Analytics (EDA)1:30 PM - 2:20 PM 
Get More from Propello: New Features, Untapped Capabilities, and More1:30 PM - 2:20 PM 
Exploring the Path to Propello1:30 PM - 2:20 PM 
Lab: Configuring ELC for Success, Users, Groups, and Learning Analytics1:30 PM - 2:20 PM 
What's New in Epicor Warehouse Management System (WMS)1:30 PM - 2:20 PM 
All About Credit Card Processing Fees: What Am I Paying and What Can I Do About It?1:30 PM - 2:20 PM 
Best Practices for Route Planning with BisTrack Journey Planner and Trimble Maps1:30 PM - 2:20 PM 
Financial Reporting Beyond the General Ledger with Epicor FP&A1:30 PM - 2:20 PM 
Final On-Premises Release: What It Means, and How to Plan Your Cloud Transition (also held Tuesday at 3:30)1:30 PM - 2:20 PM 
Sponsored By Phocas: Drive Sales Growth with Epicor Data Analytics2:30 PM - 3:20 PM 
Part 1 of 2: BisTrack APIs in Action: Integration, Automation, and Best Practices2:30 PM - 3:20 PM 
BisTrack Mobile Applications: The Adventure Begins2:30 PM - 3:20 PM 
AI for BisTrack Finance: Resolve Issues Faster and Work Smarter2:30 PM - 3:20 PM 
The AI Advantage in BisTrack: Today's Capabilities, Tomorrow's Opportunities2:30 PM - 3:20 PM 
Extend LumberTrack Capabilities Without Custom Development2:30 PM - 3:20 PM 
Turn BisTrack Data into an eCommerce Channel2:30 PM - 3:20 PM 
Customer Management in Propello: Tips, Tricks, and Best Practices2:30 PM - 3:20 PM 
Loss Prevention: Smarter Strategies for Preventing Internal Theft2:30 PM - 3:20 PM 
Building Trust to Drive WMS Implementation Success2:30 PM - 3:20 PM 
Unlock Knowledge and Control with Intelligent Document Management with Epicor ECM2:30 PM - 3:20 PM 
What's New in Payments: Must-Know Trends3:30 PM - 4:20 PM 
Final On-Premises Release: What It Means, and How to Plan Your Cloud Transition (also held Tuesday at 1:30)3:30 PM - 4:20 PM 
Built-In Advantage: Integrated Last Mile Delivery Solution by Epicor3:30 PM - 4:20 PM 
Unlock More Value from Eagle3:30 PM - 4:20 PM 
Customer Panel: Epicor Financials in Action, Driving Efficiency Across the Back Office3:30 PM - 4:20 PM 
Get the Most Out of Epicor Warehouse Management System (WMS): Labor Management, Exceptions, and Unique Features3:30 PM - 4:20 PM 
Part 2 of 2: BisTrack APIs in Action: Integration, Automation, and Best Practices3:30 PM - 4:20 PM 
BisTrack Payments: Trends, Innovations, and Cost-Saving Strategies3:30 PM - 4:20 PM 
Estimate Smarter, Quote Faster with TradeTek and BisTrack3:30 PM - 4:20 PM 
LumberTrack: Ask the Experts Anything3:30 PM - 4:20 PM 
EDI 101: Automate Trading Partner Transactions with Confidence3:30 PM - 4:20 PM 
Networking Reception4:30 PM - 6:00 PM 
Wednesday, November 11, 2026
Breakfast7:00 AM - 8:00 AM 
Registration Open7:00 AM - 3:30 PM 
Guest Keynote Speaker8:00 AM - 9:00 AM 
Coffee Break in the Solutions Pavilion9:00 AM - 9:30 AM 
Support Tables Open9:00 AM - 1:30 PM 
Solutions Pavilion Open9:00 AM - 1:30 PM 
Drive More Sales with Available-to-Sell (ATS)9:30 AM - 10:20 AM 
Purchasing, Replenishment & Planning in Eagle9:30 AM - 10:20 AM 
Accelerate Success with Trusted Security Tools and Certified Devices9:30 AM - 10:20 AM 
Cycle Counting and Annual Inventory with Epicor Warehouse Management System (WMS)9:30 AM - 10:20 AM 
Preparing Your On-Premises Environment for a Successful BisTrack Cloud Migration9:30 AM - 10:20 AM 
Make Data-Driven Decisions with Grow BI for BisTrack9:30 AM - 10:20 AM 
Customer Panel: Dispatch and Delivery Strategies Across the Supply Chain9:30 AM - 10:20 AM 
Accelerate Your Move to Epicor Financials9:30 AM - 10:20 AM 
Epicor Learning: What's New and What's Next for BisTrack9:30 AM - 10:20 AM 
Strengthen Security with Smarter User Access9:30 AM - 10:20 AM 
All About Orders in Propello: From Estimates to Special Orders9:30 AM - 10:20 AM 
Getting Started with Epicor Financials BAQs and Dashboards10:30 AM - 11:20 AM 
Get Answers Faster: Maximize EpicCare, Wayfinder & Training Tools10:30 AM - 11:20 AM 
Connect the Office and the Field with BisTrack Field Scheduling10:30 AM - 11:20 AM 
What's New in the LumberTrack Picking App10:30 AM - 11:20 AM 
Customer Panel: Advanced Consulting Services for Building Supply10:30 AM - 11:20 AM 
What Makes a Great Return Policy, and Why Should You Care?10:30 AM - 11:20 AM 
Customer Panel: Operational Improvements That Delivered Real Results10:30 AM - 11:20 AM 
The First 90 Days of Epicor Warehouse Management System: Post Go-Live Best Practices10:30 AM - 11:20 AM 
Put AI to Work with Your LumberTrack Data10:30 AM - 11:20 AM 
Introduction to Epicor Warehouse Management System: Improve Accuracy and Efficiency (also held on Tuesday at 11:00-11:50 am)10:30 AM - 11:20 AM 
Customer Panel: Epicor Warehouse Management System Q&A11:30 AM - 12:20 PM 
Customer Stratification: The Key to Profitable Growth11:30 AM - 12:20 PM 
Unlock Greater Financial Visibility with Epicor Financials11:30 AM - 12:20 PM 
Epicor Prism AI: Driving Insights and Action in BisTrack11:30 AM - 12:20 PM 
Part 1 of 2: Hear from the BisTrack Experts: Top Challenges and Best Practices for 202711:30 AM - 12:20 PM 
From Data Chaos to Competitive Edge11:30 AM - 12:20 PM 
Customer Panel: BisTrack Training Strategies that Work11:30 AM - 12:20 PM 
Make the Move from Microsoft Dynamics GP to Epicor Financials11:30 AM - 12:20 PM 
Inventory Management Essentials: Tips & Tricks for Eagle11:30 AM - 12:20 PM 
Get Hands-On with Propello Mobile+11:30 AM - 12:20 PM 
Upgrade to TagTrack Web: What's New and What's Next11:30 AM - 12:20 PM 
Lunch12:30 PM - 1:20 PM 
Mastering MOLTs in BisTrack: Financial Impact, Controls, and Best Practices1:30 PM - 2:20 PM 
From Estimate to Pickup: Customer Orders in Eagle1:30 PM - 2:20 PM 
We've Got You Covered: Epicor Resources That Work Directly for You1:30 PM - 2:20 PM 
Part 2 of 2: Hear from the BisTrack Experts, Top Challenges and Best Practices for 20271:30 PM - 2:20 PM 
Customer Panel: Real-World Success with LumberTrack1:30 PM - 2:20 PM 
Customer Panel: The Reports and Dashboards Every Growing BisTrack Business Needs1:30 PM - 2:20 PM 
Cut Carrying Costs and Stockouts with Epicor IP&O for BisTrack1:30 PM - 2:20 PM 
Epicor Warehouse Management System Configuration for Your Retail Store1:30 PM - 2:20 PM 
Transform Workforce Planning with Acadia Skills Management1:30 PM - 2:20 PM 
Epicor Learning Center (ELC): Turn Custom Content into Business Results1:30 PM - 2:20 PM 
Inventory Management in Propello: Tips, Tricks, and Time-Saving Tools1:30 PM - 2:20 PM 
Forecasting and Automated Ordering in Propello: From Planning to Purchasing2:30 PM - 3:20 PM 
Empower Your Business with Data: Embedded Business Intelligence and Automation Studio, Powered by Workato2:30 PM - 3:20 PM 
Where Has All the Money Gone? Managing Obsolete Inventory2:30 PM - 3:20 PM 
LumberTrack Tips & Tricks: Work Smarter Every Day2:30 PM - 3:20 PM 
BisTrack: What Should We Start, Stop, Continue?2:30 PM - 3:20 PM