PDI Customer User Group Meeting 2024
A Community of North American PDI Enterprise & Logistics Users
February 19 - 22, 2024  ·  The Westin Dallas Southlake

WHY ATTEND?

The purpose of the PDI Customer User Group meeting is for PDI users to get together and discuss issues, share ideas, and network with other PDI customers. The forum allows users to learn and teach best practices, collaborate with each other, and provide feedback to PDI on future software strategies. The content is created and facilitated by your customer steering committee, made up of volunteers from PDI customers.

 

What you’ll do

The user group meeting is an open environment for users of PDI solutions to:

  • Discuss product-level topics and broader industry challenges
  • Exchange insights, tips, and best practices with your peers
  • Collaborate with and provide feedback to the PDI team
  • Influence the PDI product roadmap and future development strategies

What you’ll cover

The meeting will include the following topic areas:

  • PDI product roadmap and strategy
  • Customer-led presentations
  • Roundtable discussions on topics such as Accounting, Pricebook, IT, Daily Reporting, Order Desk, Integration, Logistics, Automation, Card Processing, Financials, and more...

How you’ll benefit

By participating, you’ll be better positioned to:

  • Maximize your current PDI technology investments
  • Leverage practical tips and best practices
  • Resolve potential issues before they impact your business
FEES



ONE TIME COMPANY RATE

+

INDIVIDUAL PER PERSON RATE

Retail Only Meeting

$1,595


$895

Wholesale Only Meeting

$1,595


$895

Retail & Wholesale Meetings

$2,195


$1,350

Payment: Each company will be charged a one-time fee, depending on which meetings they attend, plus the corresponding individual attendee fees. Attendees will be invoiced collectively as a company and payment is due upon receipt. 

Cancellation Policy: Registrations may be canceled by February 1 without penalty; email lgagne@pditechnologies.com. Any cancellations occurring after February 1 are non-refundable and the per-person rate will be invoiced. At this point, financial meeting commitments will have been made. 

CONTENT QUESTIONS?

For Retail questions, contact either:

Becky Schall at Becky.Schall@circlek.com

Monica Lunde at MLunde@kwiktrip.com


For Wholesale questions, contact either:

Rachel Townsend at Rachel.Townsend@carsonteam.com

Dave Ripkoski at Dave.Ripkoski@rbsfuel.com


Agenda
1:00 PM - 2:45 PM
1:00 PM - 2:45 PM
- Welcome & Introductions - RCUG Steering Committee - Rebate Manager - Mark Wiese & Stephanie Williams - Introduction to Breakout Sessions - RCUG Steering Committee
2:45 PM - 3:00 PM
2:45 PM - 3:00 PM
3:00 PM - 4:30 PM
3:00 PM - 4:30 PM
Retail CUG Breakout Session 1
Retail CUG Breakout Session 1
Retail CUG Breakout Session 1
Retail CUG Breakout Session 1
4:30 PM - 5:00 PM
6:00 PM - 8:00 PM
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 9:25 AM
8:00 AM - 9:25 AM
- Morning Kick-Off - RCUG Steering Committee - RSM Panel and demonstration - Panel - Introduction to Breakout Sessions - RCUG Steering Committee
9:25 AM - 9:40 AM
9:25 AM - 9:40 AM
9:40 AM - 10:30 AM
9:40 AM - 10:30 AM
Retail CUG Breakout Session 2
Retail CUG Breakout Session 2
Retail CUG Breakout Session 2
Retail CUG Breakout Session 2
10:30 AM - 10:45 AM
10:30 AM - 10:45 AM
10:45 AM - 12:00 PM
10:45 AM - 12:00 PM
- Store Process Improvement Panel - Monica Lunde, Becky Schall
12:00 PM - 1:00 PM
12:00 PM - 1:00 PM
Customers Only from 12:30 PM - 1:00 PM
1:00 PM - 1:15 PM
1:00 PM - 1:15 PM
Retail attendees join at 1:15 PM
1:15 PM - 3:15 PM
1:15 PM - 3:15 PM
- PDI Upgrade Panel - Enterprise Web Migration - PDI Support - Christina Taylor, PDI
3:15 PM - 3:30 PM
3:30 PM - 5:00 PM
3:30 PM - 5:00 PM
- PDI Update - Justin Baxley & Grace Chambers, PDI
7:00 AM - 8:00 AM
8:00 AM - 10:15 AM
8:00 AM - 10:15 AM
- RCUG Introduction for the Day - Jerry Rapp - EDI Invoices - Fintech Presentation - Becky Schall, Mark Kimber - RCUG Revitalization Conversation - RCUG Steering Committee
- Committee Introductions - Rachel Townsend & Dave Ripkoski - Get To Know Attendees - WCUG Committee - Exceptions, Efficiencies & Best Practices Panel - Dave Ripkoski
10:15 AM - 10:30 AM
10:30 AM - 11:15 AM
10:30 AM - 11:15 AM
Recap, Survey & Next Year Discussion - Becky Schall, Monica Lunde, Table Representatives
10:30 AM - 12:00 PM
10:30 AM - 12:00 PM
- Upgrade Group Discussion & Breakout - Big Changes by Version - PDI Connections: Upgrades by Version
12:00 PM
12:00 PM
12:00 PM - 1:00 PM
12:00 PM - 1:00 PM
Customers Only from 12:30 PM - 1:00 PM
1:00 PM - 2:30 PM
Warehouse Scanning - Anthony Torlone, Scanco & Zebra - Zebra Demonstrations Available - Scanco Integration Discussion - Group Discussion
2:30 PM - 2:45 PM
2:45 PM - 3:45 PM
2:45 PM - 3:45 PM
WCUG Breakout Session 3
WCUG Breakout Session 3
WCUG Breakout Session 3
WCUG Breakout Session 3
WCUG Breakout Session 3
WCUG Breakout Session 3
3:45 PM - 3:55 PM
3:45 PM - 3:55 PM
3:55 PM - 4:55 PM
3:55 PM - 4:55 PM
WCUG Breakout Session 4
WCUG Breakout Session 4
WCUG Breakout Session4
WCUG Breakout Session 4
WCUG Breakout Session 4
WCUG Breakout Session 4
4:00 PM - 5:00 PM
4:55 PM - 5:15 PM
6:00 PM - 8:30 PM
7:00 AM - 8:00 AM
7:00 AM - 8:00 AM
8:00 AM - 10:30 AM
8:00 AM - 10:30 AM
- Welcome & Wednesday's Recap - Rachel Townsend, Dave Ripkoski - Attendee Survey - Rachel Townsend, Dave Ripkoski - Creation of Action Plan for PDI - WCUG Committee
10:30 AM - 10:45 AM
10:30 AM - 10:45 AM
10:45 AM - 12:00 PM
10:45 AM - 12:00 PM
- Next Steps: Attendee Involvement & Contributions Needed - Closing Remarks - Final Networking Opportunities - flexibility for travel plans
12:00 PM
12:00 PM
Sponsors
Steering Committee
IT Manager, Global Logistics
Circle K Stores, Inc.
Wholesale CUG Steering Committee
Chief Financial Officer
Retif Oil & Fuel
Wholesale CUG Steering Committee
Retail Accounting Efficiency Manager
Kwik Trip
Retail CUG Steering Committee
Divisional Controller
Sapp Bros., Inc.
Wholesale CUG Steering Committee
Executive Director of Retail Accounting
RaceTrac Petroleum Inc.
Retail CUG Steering Committee
Sales Support & Customer Service Supr.
Colonial Oil
Wholesale CUG Steering Committee
Finance Systems Manager
Kum & Go
Retail CUG Steering Committee
Chief Information Officer
Town Pump
Retail CUG Steering Committee
Director of Accounting
R. B. Stewart Petroleum Products, Inc.
Wholesale CUG Steering Committee
Director, Retail Accounting Systems
Circle K, Inc.
Retail CUG Steering Committee
Manager, Applications Development
Pilot Travel Centers
Wholesale CUG Steering Committee
Controller
Kelley Williamson Company
Wholesale CUG Steering Committee
VP – Lubricants Division
Englefield, Inc.
Wholesale CUG Steering Committee
Dir. of IT Applications, Solutions & Integr.
Carson Oil
Wholesale CUG Steering Committee
IT Manager, Retail Backoffice Systems
Parkland
Retail CUG Steering Committee
Director of IT
Friendly Express, Inc / Lewis & Raulerson
Retail CUG Steering Committee

Carole Cortinez

Wholesale CUG Steering Committee

Brandon Lorio

Wholesale CUG Steering Committee

Monica Lunde

Retail CUG Steering Committee

John McGargill

Wholesale CUG Steering Committee

Matt Menerey

Retail CUG Steering Committee

Amy Morris

Wholesale CUG Steering Committee

Tim Olson

Retail CUG Steering Committee

Jerry Rapp

Retail CUG Steering Committee

Dave Ripkoski

Wholesale CUG Steering Committee

Becky Schall

Retail CUG Steering Committee

Lorre Scruggs

Wholesale CUG Steering Committee

June Stanford

Wholesale CUG Steering Committee

Anthony Torlone

Wholesale CUG Steering Committee

Rachel Townsend

Wholesale CUG Steering Committee

Lalit Vadbheru

Retail CUG Steering Committee

Amy Wood

Retail CUG Steering Committee

No records found.

Hotel
LOCATION
The Westin Dallas Southlake, 1200 E State Hwy 114, Southlake, TX 76092
Map
Location: The Westin Dallas Southlake, 1200 E State Hwy 114, Southlake, TX 76092