The Top Epicor Insights 2026 Sessions You Shouldn’t Miss

Epicor Insights isn’t just a conference. It’s one of the few moments in the year where you can move your roadmap forward in real time with the people, product leaders, and customer proof points all in one place.

And if Epicor Business Applications are part of your strategy (Finance, FP&A, ECM, EDI, IP&O, Commerce/CPQ/KYKLO, MES, Integration, AI readiness), this week can save you months of trial-and-error. Why? Because you’re not just hearing what’s possible, you’re seeing what’s working in production, how customers actually implemented it, and what decisions made the difference.

The mistake most attendees make is trying to attend “a little of everything.” The smarter move is to treat Insights like a decision week:

• Which business outcomes matter most right now?
• Which applications unlock them fastest?
• What data, integration, and process foundation needs to be true first?

With hundreds of sessions happening at once, the real skill isn’t attending more sessions; it’s choosing the sessions that create leverage. This guide is designed to help you do exactly that: build a focused agenda that connects Business Applications sessions to measurable outcomes, and leaves you with a plan you can execute the moment you’re back at work.

Your “3-pass” method for building a winning Insights 2026 Agenda 

With extended education plus hundreds of breakout sessions, the fastest way to build a schedule is to do it in three passes: 

Pass 1: Anchor your week with the “big rocks” 

These are the sessions that shape the entire conference experience: 

• Welcome and Executive Keynotes (Tue, May 19 | 8:00–10:00)  

• The Road Ahead sessions for your platform: Eclipse / Manufacturing / Prophet 21 (Tue, May 19 | 10:30–12:00)  

• Guest Speaker keynote (Wed, May 20 | Nick Saban conversation)  

• Dinner + entertainment (Wed, May 20 | Miranda Lambert concert)  

Pass 2: Pick 1–2 business outcomes

Examples: 

• “Close faster and forecast with confidence” 

• “Reduce excess inventory without risking service” 

• “Digitize quoting and grow digital revenue” 

• “Connect the factory floor and improve OEE/throughput” 

• “Automate document-heavy workflows” 

• “Build data integration-led automations without custom-code sprawl” 

Pass 3: Add labs and customer-led sessions early 

Two practical tips from the official agenda page: 

• Labs and extended education require you to bring your own laptop (plan accordingly).  
• Labs fill quickly, so add them to your agenda and plan to arrive early to secure a good seat.

The Sessions to Prioritize, by Business Application Theme 

Below are strong candidates to mark as “must-consider” if Epicor Business Applications are on your roadmap. (Final times can shift so confirm in the official agenda via the app) 

Finance: Financials + FP&A + Payments - For CFOs, controllers, and finance leaders 

Start with strategy + roadmap 

• An Overview of Epicor Financials Solutions: Innovation, Integration, and What’s Next 

• Strong(er) Together: The Complete End-to-End Financial Process with Epicor Financials and FP&A 

Then pick 2–3 depth sessions (based on your biggest pain) 

• Epicor FP&A Essentials: Everything You Need to Know in One Interactive Session 

• Introducing Epicor FP&A AI: Next Gen Reporting & Modeling, Right Inside Excel 

• The CFO’s Toolbox: Close Sooner, Forecast Smarter, and Unlock Cash Flow 

• What’s New in Epicor Financials: Latest Features and Future Roadmap 

Payments (only if relevant and choose your ERP) 

• Accept and Optimize Card Payments with Epicor Payment Solutions for Kinetic / Eclipse / P21
• What’s New in the Payments Industry and How It Impacts You

ECM: Document Intelligence + Workflow Automation 

If manual steps exist in AP, contracts, compliance, or approvals 

• ECM: Transforming document-heavy processes with AI-driven extraction and automation to reduce manual work, improve accuracy, and strengthen compliance.

EDI + B2B Integration 

If trading partner onboarding, format agility, or integration flexibility is a priority, add these to your agenda: 

• Beyond EDI: Unified Cloud-Native B2B Integration:  
• Explore Epicor’s cloud-native approach with AI mapping, expanded APIs, Prism connectivity, and a new portal. 
• Behind the Roadmap: Why Epicor Is Modernizing EDI:  The strategic reasons driving EDI updates—from customer pain points to long‑term platform goals. 
• Reinventing EDI with Prism: AI in Action:  
• How Prism enhances mapping, tracking, and exception handling in Kinetic, with expansion planned for other ERPs. 
• LAB: AI Mapper Test Drive:  Hands-on experience with the AI mapping prototype and upcoming concepts. 
• Customer Panel: Connected Solutions, Connected Success:  
• Real examples of how EDI, ECM, Grow, and Automation Studio work together to automate processes and improve visibility. 

Inventory Planning & Optimization (IP&O) 

If you’re still planning (even partly) in spreadsheets 

• IP&O: Enhancing your inventory strategy by creating proactive, data-backed processes to improve service levels and reduce excess stock
• Customer Co-Led: How Tilton Used Epicor IP&O to Transform their Forecasting Strategy

Commerce + CPQ + Product Content (KYKLO) 

If quoting is slow or digital revenue is a priority 

New to eCommerce and want some background? Or considering Epicor Commerce and need inspiration to make the jump?

• Epicor Commerce 101: Turning Your ERP Data into a Digital Storefront.

If you are new to CPQ or considering upgrading your basic Kinetic Configurator to Epicor CPQ:

• Faster, Smarter Quoting with AI: CPQ in Action
• Lab: Transform the Customer Experience with 3D Visualization from Epicor CPQ

Do you already have Epicor CPQ?  Need more insight?  Try our 4-hour Extended Education:

• EE18: Introduction to Building Configurators with Epicor CPQ

Add KYKLO based on your platform: 

• KYKLO Content-driven eCommerce: Now available for SMB Distributors on P21
• Ready to Use Product Content for Epicor Distributors ERP & eCommerce

Workforce enablement: 

• Transitioning From Tribal Knowledge to Repeatable Excellence with Acadia
• Beyond the Spreadsheet: Understand Every Employee’s Capabilities with Dynamic Skills Tracking

Automation + Data Integration (Automation Studio, Powered by Workato / Grow Data Platform) 

If you want scale without custom-code sprawl 

Choose the session aligned to your ERP: 

• Modern Data Management for AI Readiness: Unifying Prophet 21 [or Kinetic] and External Signals

AI + Data Readiness (Prism + Grow) 

If AI, predictive analytics, or data unification is on the roadmap then don’t skip the foundation 

Start with readiness 

• Epicor Kinetic rolled-up Carbon BOM, Sustainability reporting in Grow
• AI Foundations: A Practical Guide – learn the differences between GenAI and Predictive Analytics/Machine Learning/Unified Data Platforms and how they drive Epicor Cognitive ERP.

Shipping and Freight Management

If your Freight Manager is having sleepless nights:

• Demo: Using Quick Ship Freight Analytics with ECM and AI Features to Optimize Shipping Operations

A closing mindset shift: use Insights to design your phased roadmap 

If you take one thing from this guide, make it this: Don’t attend sessions to “learn more about features.” Attend sessions to design a sequence of business outcomes. 

A simple, high-impact sequence many organizations follow looks like: 

1. Stabilize and standardize in ERP (clean master data, consistent processes, reliable reporting inputs) 
2. Strengthen the finance core and accelerate decision cycles with Epicor Financials + Grow + Epicor FP&A (close faster, model better, forecast with confidence) 
3. Add automation where cycle time hides (ECM, AP automation, workflow approvals, integration) 
4. Add planning intelligence where inventory and capacity decisions are made (IP&O plus analytics that drive better policies—not just better spreadsheets) 
5. Remove revenue friction and scale digital selling with Epicor Commerce + KYKLO (better B2B buying experiences, faster launches, cleaner product content, fewer quote/order errors) 
6. Add execution visibility where reality diverges from plan (MES, Connected Process Control, Connected Worker) 
7. Scale AI when your foundation can support it with Prism for task acceleration and guided outcomes, and Grow Data Platform to unify ERP + external data into more reliable insights 

Insights 2026 is where you can pressure-test each step against real customer experience: what worked, what didn’t, what it cost in time and effort, and what they’d do differently with the benefit of hindsight. It’s also where you can sanity-check vendor promises against what’s running in production: integrations, data pipelines, analytics adoption, and the change management that makes it stick. 

Go in with a shortlist of the outcomes you want and the questions that could block them. Leave with a sequenced plan: 30/60/90-day next steps, the owners you need aligned, the integrations and data foundations to prioritize, and a realistic view of effort vs. impact. That’s how Insights becomes more than “a conference you attended”; it becomes the roadmap you can actually execute. 

Check out our practical guide to Epicor Business Applications from our last blog.