Registration is free. Spaces are limited!


UMBRELLA CONSULTING
CUSTOMER CONFERENCE
APRIL 8, 2026
CIVIC HOTEL | SURREY, BC

Attend our 4th annual Umbrella Consulting Customer Conference. Discover the powerful benefits of SYSPRO 8 2025.
Our annual Umbrella Consulting Customer Conference brings together our Syspro community of customers, partners and team!
Join us and discover the latest Syspro features and functionality, connect with trusted third-party vendors from around the world, learn about the Syspro roadmap and network with fellow Syspro users to gain valuable insights and best practices. Don’t miss this opportunity to discover, connect, learn, network and grow!
Our full-day conference will include coffee and refreshments, lunch, networking opportunities and prize draws.
Featured Work
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Agenda
9:00AM - 4:00PM (PT)
9:00 AM
Registration & Meet the Sponsors
Light Breakfast (Murrayville Room)
10:00 AM
Opening Remarks
Karen Chang & Nelson Roque, Umbrella Consulting
10:10 AM
SYSPRO Americas
Karen Foreman, Partner Account Manager
10:15 AM
SYSPRO 2024 QMS Module - Non-Conformance & CAPA
Casey Callaghan, Umbrella Consulting
10:35 AM
Vendor Presentation: Zap BI
Christopher Reeves, CEO
11:05 AM
Coffee Break
11:25 AM
SYSPRO 2024 Application Designer
Andrew Wells, Umbrella Consulting
11:40 AM
SYSPRO 2024 Enterprise Asset Management
Ericka Garza, Umbrella Consulting
11:55 AM
Lunch, Networking & Meet the Sponsors
1:00 PM
Umbrella Product Showcase: Visual Planner
Doug Bird, Umbrella Consulting
1:20 PM
Customer Spotlight: Ecotrend Ecologics
Scott Taylor, Controller
1:45 PM
SYSPRO 2025 New Reporting Engine
Karen Chang, Umbrella Consulting
2:00 PM
Coffee Break
2:15 PM
Vendor Presentation: riteSOFT
Garret Lenzen, Implementation Specialist
Ryan Heslop, Implementation/Project Management
2:50 PM
SYSPRO 2025 & Beyond: Roadmap, POS & AI
Steve Bassaw, SYSPRO Partner Enablement Manager
3:15 PM
Prize Draw
Sponsored by Tenacious Networks
3:25 PM
Closing Remarks
Karen Chang & Nelson Roque, Umbrella Consulting
3:35 PM
Networking & Drinks at Moxies

Getting to the Civic Hotel
13475 Central Ave
Surrey, BC V3T 0L8
Transit: Adjacent to Surrey Central SkyTrain station.
Parking: Underground parkade entrance located off 104 Avenue, University Drive or City Parkway. Event attendees park on P1 during Surrey City Hall hours or P1, P2 or P3 for evenings. Paid parking is in effect. Pay stations located at the Civic Hotel elevator entrances.
What Our Past Attendees Are Saying
The Umbrella Consulting Customer Conference was fantastic as always. It’s amazing how much information they can present in one day. We always get so much out of it.
Allison M.
AEM
This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.
Drew Carlyle
Client Review
This is your Testimonial section paragraph. It’s a great place to tell users how much you value your customers and their feedback.
Charlie McMann
Client Review
2026 Sponsors
SYSPRO is a leading, global Enterprise Resource Planning (ERP) software provider specializing in key manufacturing and distribution industries. The solution is scalable and can be deployed in the cloud, on-premise, or both, and accessed via the web on any device to provide customers with choice and flexibility.
Traild is a deeply integrated Accounts Payable solution focused on twin issues, AP efficiency, and Financial Control. The software has been designed to help businesses unlock effortlessly efficient and seamlessly secure Accounts Payable. Traild supports finance teams, approvers and executives with real time visibility and financial control on high-risk invoices, as well as always on anomaly detection to help protect the business payments against fraud, errors, and mistakes. Traild helps businesses all over the world process hundreds of millions of dollars of payments each day with confidence and security.
SMRTR equips companies to eliminate manual document work by automating the files that drive daily operations. Our platform turns documents into structured data that flows directly into your ERP, reducing errors, speeding processes, and strengthening compliance. By unifying document automation, compliance, and AP automation into one scalable platform, SMRTR delivers rapid value and measurable operational gains. Faster workflows, better visibility, and control at scale. Built for Compliance. Powered by Automation.
Dynamisoft is a provider of Warehouse Management and Shipping Software applications for both on-premise and cloud implementations. We have products for every level of need: from a simple mobile inventory barcode system to a fully functional WMS and integrated shipping solutions. Our software also offers full platform capabilities where customers, solution providers, and integrators can craft their warehouse management solutions.
Zap delivers Data Warehouse Automation for SYSPRO customers, creating a single, governed source of truth for analytics, reporting, and AI initiatives. With prebuilt data models and automated data pipelines, Zap removes manual data preparation and makes SYSPRO data ready for trusted use across Power BI, Excel, and AI tools. With deep experience supporting manufacturing and distribution use cases, Zap helps organizations get answers faster and extend the value of their SYSPRO investment.
Unbound Systems is a SYSPRO-integrated software provider, born from industry as a long-time SYSPRO customer and built to solve real challenges in manufacturing and distribution. Customer Hub is a B2B e-commerce and customer portal that lets customers browse items with real-time SYSPRO pricing, place orders online, and view open orders, invoices, and documents — with orders posting directly into SYSPRO to reduce admin effort. Unbound CRM is a B2B CRM and project management platform that uses SYSPRO as the source of truth, providing real-time visibility of customers, sales, budgets, orders, and invoices, along with collaboration tools such as file management and an AI chat assistant.
Codeless Platforms' BPA Platform is a leading Integration Platform as a Service (iPaaS) and business process automation solution, designed to help organizations extend SYSPRO by integrating with the systems, applications and web services they already have, including CRM, eCommerce, WMS, 3PL and more. BPA Platform has a drag-and-drop user interface allowing integration without complex custom development for greater efficiency and profitability.
insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions.
Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system for automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.
Tenacious Networks provides a full range of IT services including Office 365, Google Workspace, remote and onsite support and data center hosting. We also provide cloud backup and storage solutions for small to medium sized businesses throughout the Lower Mainland. Our services include network optimization, server maintenance, virtualization and security services, cloud backup and disaster recovery systems.










