Executive SUMMIT

March 14-15, 2019

TUG's Executive Summit is designed for upper management and C-Level Execs and is a segmented, intentionally more intimate event within TUG Connects. Summit attendees will have access to all that TUG Connects offers, including three days of breakouts, round-tables, receptions, general sessions and access to the Distribution Marketplace. In addition, Summit Execs may attend two full days of exclusive breakout and round-table sessions and networking activities designed solely for them.


Strategically preparing your company and keeping it competitive while building a culture for sustainable change is our theme for this year's Executive Summit. And as always, you’ll have valuable one-on-one time with members of Infor’s senior executive team, including their CEO, Charles Phillips, and innovative business thinker and thought leader, Peter Sheahan, to discuss developments in technology and the ERP landscape. We invite all TUG Member distribution executives to join us in helping you prepare for your future.


Space is limited. Book early for guaranteed placement.

Exclusive Executive Summit Sessions

Thursday, March 14, 8:45–10am

Head On:
How to Approach Difficult Conversations Directly

Dr. Janel Anderson – Working Conversations

To be an agent of change, senior leaders must engage in difficult conversations. Oftentimes, difficult conversations elicit defensive responses. What if you had a difficult discussion with an employee, client or stakeholder and instead of getting a defensive response, they thanked you? By beginning with the end in mind, you will learn how to reverse engineer difficult conversations into simple, straightforward discussions that get results. In this session, we’ll cover everything from how to prepare for the conversation, to the very first words you say, to the conclusion, so that you can positively impact the way your message is received.

Participants will learn:

  • Steps to achieve immediate positive results in your next difficult conversation
  • Methods to create conditions that make it easier to have difficult conversations
  • Keys on how to hold difficult conversations with the people who are closest to you
  • Skills to improve how you receive and understand the other person’s point of view in a difficult conversation


Dr. Janel Anderson, owner of Working Conversations, LLC, is an expert in workplace communication and employee engagement. Janel combines her academic background with many years in the corporate sector to provide engaging, motivating programs that are research-based and realistic and practical.


After starting her career in a start-up company where venture capital investors kept a revolving door on the senior leadership, Janel went to graduate school to better understand what makes for great leadership communication. After completing a PhD in organizational communication at Purdue University, she taught at the college level before returning to corporate America to run a global department for a multinational corporation. Janel is now seen as one of the top emerging motivational keynote speakers for corporate and association markets that want their people to increase their leadership, teamwork, and communication skills and ultimately achieve greater results.


With a doctorate in organizational communication and a coaching certificate, Janel brings research-based techniques to her workshops in a way that is dynamic, fun and easy to follow. Janel’s technical management experience equips her to interact easily in technical settings with everyone from senior executives to individual contributors and her experience coaching and facilitating add practical know-how into all aspects of her work.


Janel lives in Minneapolis with her husband and three children. In her spare time she enjoys reverse engineering recipes from her favorite restaurants in her kitchen at home. Learn more about Janel.


Thursday, March 14, 1:15–2:30 pm

Creating a culture of change 

Peter Sheahan, Karrikins Group


Peter blew us away at TUG Connects 2018 with his keynote presentation on disruption and change in the current business climate and how to prepare for those changes at a corporate strategic level. We loved him so much we invited him back for 2019, and this year he’ll be focusing on building a culture of change in your company with a focus on managing change at the workforce level.


In an engaging, case-study rich keynote session, Peter will help the audience understand how to create a culture of embracing the future by turning internal advocates into agents for change. Peter will use real-world examples of individuals who have been able to cultivate this internal culture and transform their teams and organizations.


After his keynote Peter will join the Executive Summit attendees for a private session where he’ll share his personal insights on motivating change in people and helping your most valuable assets to take ownership and become their own agents of change.


Thursday, March 14, 3–5 pm

turning data into profits

Dr. Barry Wright, Strategic Partner at Grosvenor Training


Are you really getting your money’s worth for what you spend on IT, Analytics and Data?

Or as Phil Knight of Nike stated when referring to his $400 million investment, “Is this all we get for this price?” Information abounds today for the distributor––are you converting it into meaningful activities that go straight to your bottom line? In this fast-paced session you’ll get your money’s worth and then some.

You’ve heard a lot about differentiating your value proposition to monetize the benefits your customers receive. You will leave this session with five great insights that you can turn into action-driven, customer-centric MONEY-making behaviors. You will be able to use every interaction to change your team’s understanding of the buyer’s tactics with your data and resources to create profits faster.

Major points you will master include:

1. Does your team know how to say ‘NO’ to demanding customers and keep the relationship along with profits? If not, you will leave knowing how.

2. There are at least fifteen ways to close a gap that will produce more satisfaction and higher growth outcomes.

3. “You Gotta do better than that”, or how about “You Are Close?” It’s enough to make half the DSR’s freeze. We’ll show you how to warm them up to doing a little response that makes that hardened buyer always go to you first.

4. When did you last attend a workshop where you were told you sell too fast? Discover how patience may be your best friend.

5. What to do with the clients whose loyalty for all you do for them wears thin or they are forever shopping you for just a few pennies. Build Stickiness into each interaction.


Friday, March 15, 8:45-10 am

Migrating to the Cloud – Risks and Mitigations

Nathan Steed and Kelly Hollingsworth, Warner Norcross & Judd


Nathan and Kelly are attorneys with specialized experience in negotiating cloud service agreements. This session will address some of the most important issues related to moving your operations to the cloud – vendor due diligence, data privacy and breaches, and ways you can mitigate your risks. We’ll discuss high level strategy when contracting with vendors and techniques you can apply within your company to ensure you are sufficiently protected.


Friday, March 15, 1:15-3 pm

tug and infor

executive forum

Join the Infor executive team for an open discussion of current challenges. You’ll hear about Infor’s latest initiatives to improve your customer experience and provide you tools to help improve your competitive advantage, and have an opportunity to provide feedback to the people at Infor that can make a difference. This year we will be joined by:

  • Charles Phillips, CEO
  • Kelly Squizzero, Director Industry and Solution Strategy
  • Eric Ryerson, VP Software Development
  • Catherine Henn, VP Product Management
  • Susan Beal, SVP & Chief Customer Officer

“It’s extremely important for CEOs to have a peer group they can talk to in an intimate, honest way. A retreat can be an ideal location for such candid conversations.”


Harvard Business School Professor,

Bill George


Forbes, May 2008

  • Full conference registration for TUG Connects, including access to over 200 distribution sessions, the Distribution Marketplace, two Happy Hours and one evening dinner reception
  • Access to exclusive Executive Summit Sessions on Thursday, March 14th and Friday March 15th.
  • Private Executive Summit Lunches and follow-up, small round-table discussions with the General Session Keynote(s), Infor CEO Charles Phillips and industry guru Peter Sheahan.
  • Choice of activities for Saturday  (golf, spa, tour, additional activities TBA)
  • Private round-trip airport ground transportation in Orlando for up to four people arriving on the same flight.
  • Three nights (room & tax) at the Waldorf Astoria in an Executive Suite (limited inventory)

The Executive Summit

is restricted to

TUG members only.

Not a member? Join NOW!


Executive Summit


Register before midnight

March 11, 2018


1147 South Salisbury Blvd

Unit 8-162

Salisbury, Maryland 21801

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