This session was presented at BLUEPRINT 4D 2026.

As organizations continue their journey towards a fully integrated cloud solution, Oracle’s decision to phase out support for the Vertex tax engine has made modernizing payroll tax a critical priority. This session walks through Baylor University’s transition from Vertex to the Oracle Payroll Tax Engine (OPTE), highlighting key strategic decisions, technical considerations, and change-management lessons learned along the way. Attendees will gain practical insight into preparing for an OPTE implementation, including data readiness, parallel testing strategies, stakeholder alignment, and risk mitigation.


This session is eligible for the following CPE Credit: NASBA, SHRM

Speaker: Anastashia Alfred-Waller, Baylor University

This session was presented at BLUEPRINT 4D 2026.

As organizations continue to balance cloud adoption with existing on-premise investments, the ability to seamlessly connect applications, and data has become essential. Oracle Integration Cloud (OIC) provides a unified, low-code platform to connect, extend, and modernize enterprise environments spanning cloud and on-premise systems, including Oracle SaaS applications, JD Edwards, and PeopleSoft. This session provides a high-level overview of Oracle Integration Cloud, highlighting its core architecture, key capabilities, and its role in a modern integration strategy. Attendees will learn how OIC enables secure, scalable integrations across diverse application landscapes while supporting incremental modernization rather than disruptive replacement. The session also covers integration best practices, including design principles, performance considerations, security, error handling, and operational monitoring. Through practical examples and lessons learned, this session demonstrates how organizations can leverage OIC to extend the value of existing applications, reduce integration complexity, and establish a flexible foundation for future digital initiatives. Learning Objectives - By the end of this session, attendees will be able to: 1.Understand the core capabilities and architecture of Oracle Integration Cloud and how it supports hybrid integration across cloud and on-premise environments. 2.Identify integration best practices for building secure, scalable, and supportable integrations using OIC. 3.Recognize common integration patterns and considerations when working with JD Edwards, PeopleSoft, and Oracle SaaS applications.


This session is eligible for the following CPE Credit: NASBA

Speaker: Kush Patel, Oracle America: Inc

This session was presented at BLUEPRINT 4D 2026.

Licensing challenges in Oracle environments rarely come from the Applications themselves—they come from the unexpected intersections between technical architecture, contract terms, and the way environments evolve over time. As workloads shift between on-premises, OCI, and virtualized infrastructure, even small configuration decisions can create licensing exposure that isn’t obvious until it becomes expensive. In this session, we draw from real-world examples to highlight the hidden pitfalls that Oracle customers encounter most often—misunderstandings about usage rights, inherited deployments, virtualized clusters, custom integrations, and renewal timelines that don’t match operational reality. These issues aren’t the result of vendor intent; they’re the result of environments growing faster than internal governance. Attendees will learn practical, contract-aligned strategies for: •Identifying deployment patterns that commonly trigger unintended licensing obligations •Understanding how Applications customizations and integrations impact entitlements •Preparing for renewals with clear, defensible data—not assumptions •Aligning architecture decisions with contract terms to avoid surprise costs •Building an internal licensing posture that reduces risk year-round Attendees will walk away with practical insights they can apply immediately—strengthening governance, reducing risk, and ensuring their Oracle environments support both operational needs and long-term strategy.


This session is eligible for the following CPE Credit: NASBA

Speaker: Michael Corey, LicenseFortress

This session was presented at BLUEPRINT 4D 2026.

I plan to review the Guardian Finance transformation journey moving from a decentralized network of applications to our current integrated platform in the cloud with a focus on our EPM journey and what we've implemented (i.e. Planning, Allocations, Master Data , Consolidations...). This discussion will also include our program's case for change and the guiding principles aligned to best practices from where every key decision was measured against. I will also include our implementation timeline and critical success factors like the need to make quick decisions, performing appropriate due diligence for qualified partners and the importance of training and change management. I will focus on how we utilize the EPM stack in conjunction with ERP and Analytics for the financial close. My session will conclude with lessons learned and next steps in our transformation.


This session is eligible for the following CPE Credit: NASBA

Speaker: Marcel Esqueu, Guardian Life Insurance Co of America

This session was presented at BLUEPRINT 4D 2026.

Discover how Oracle Maintenance Cloud is revolutionizing asset management with cutting-edge Oracle AI Agents. By leveraging advanced machine learning, these intelligent tools do more than just automate tasks—they empower your maintenance teams to work smarter, faster, and with greater confidence. Experience a new era of predictive insights, streamlined processes, and enhanced reliability that keeps your operations running smoothly while reducing costs. Why Choose Oracle AI Agents for Maintenance? •Maintenance Advisor: Instantly guides technicians with step-by-step, manual-based solutions for error codes, ensuring quick and accurate troubleshooting. •Predictive Maintenance: Harness real-time data to anticipate failures before they happen, minimizing unexpected downtime and saving on repair expenses. •Automated Work Orders: Detects potential issues automatically, creates work orders, assigns the right personnel, and prioritizes tasks based on urgency—so nothing falls through the cracks. •Smart Spare Parts Management: AI-powered forecasts accurately predict demand, optimizing inventory to eliminate shortages and prevent costly overstocking. •Improved Asset Performance: Gain actionable insights to monitor asset health, spot emerging trends, and drive efficiency across your entire operation. •Streamlined Compliance: Effortlessly track regulatory requirements and document all maintenance activities to stay compliant with industry standards. Unlock the full potential of your maintenance operations with Oracle AI Agents—where innovation meets reliability. Take the next step toward smarter, safer, and more efficient asset management today!


This session is eligible for the following CPE Credit: NASBA

Speaker: Ashish Kalawadia, IBM

This session was presented at BLUEPRINT 4D 2026.

Modern human capital management (HCM) solutions are increasingly utilizing workflow-driven portals to optimize HR processes and elevate the user experience. Oracle Employee and Manager Concierge Agents empower organizations to automate repetitive tasks, facilitate effective collaboration among stakeholders, and maintain adherence to organizational policies. Through integrated workflows, HCM portals serve as a centralized platform for managing employee data, handling requests, and processing approvals, thereby enhancing both efficiency and transparency across the HR lifecycle. These Oracle Cloud HCM Agents support comprehensive functions such as compensation, leave, talent management, payroll, and employment. Objectives: 1.Gain insight into how Oracle HCM systems deliver the flexibility required to accommodate prebuilt templates—your entry point to effortless automation and more intelligent workflows. 2.Understand workflow agents within the context of Oracle HCM. 3.Demonstrate a build using Oracle HCM Workflow Agents


This session is eligible for the following CPE Credit: NASBA, SHRM

Speaker: Madhav Garikapati, IBM

This session was presented at BLUEPRINT 4D 2026.

Join us as we share HarbisonWalker International’s (HWI) real-world journey moving from Oracle ADF to the Redwood Experience. Our main areas of focus will be Customer Experience (CX) and Supply Chain Management (SCM). We will share what we've implemented thus far, our plans for what's next and how we intend to get there. We’ll highlight helpful tools that we've discovered and how to best use them. We'll also share what has gone smoothly, where we've hit challenges, and the lessons that made the biggest impact on our ongoing approach. We'll share our practical tips your team can use to accelerate adoption, especially if you feel behind on your own transition. This session is all about what we learned, what we are doing differently, and how you can apply these to your own journey to Redwood.


This session is eligible for the following CPE Credit: NASBA

Speaker: Adam Doyle, HarbisonWalker International

This session was presented at BLUEPRINT 4D 2026.

In this session, we’ll share how HarbisonWalker International (HWI) is bringing Oracle Manufacturing and Oracle WMS together to create a smoother, more connected flow from production to shipping. We’ll highlight the improvements in accuracy, visibility, and day-to-day efficiency that came from aligning these processes, along with how our team built simple web applications using Oracle APIs to support unique business needs. Attendees will leave with practical ideas for combining Oracle tools and custom apps to strengthen operations across their own organizations.


This session is eligible for the following CPE Credit: NASBA

Speaker: Nate Warren, HarbisonWalker International

This session was presented at BLUEPRINT 4D 2026.

If you're a PeopleSoft HCM technical or functional user that is looking to learn some tips and tricks of Query Manager: this session is for you. If you are confident in your ability to write queries to retrieve transactional information about employee/admin data; and are looking for ways to be more sophisticated in your data retrieval: then this is the session is also for you! We will begin with some basic tips and tricks for query writing: and then move to some more complicated topics: like creating smart prompts: or using expressions wisely. Finally: we discuss some advanced topics such as using query manager administration and performance management. We will review query capabilities in latest PUM and PeopleTools version of Oracle/PeopleSoft HCM. Topics Covered will include: 1. Query Manager Tips - Demo 2. Understanding Joins 3. Manipulating Data with Expressions 4. Aggregating Data 5. Sub Queries 7. Drilling URLs 8. Tips and Tricks 9. Query Admin and Performance enhancement Learning Objective #1 Learn Tips and Tricks for Query Manager, with specific from PeopleSoft HCM Application Learning Objective #2 Understand opportunities to build queries and enhance skills to understanding data presentation with queries. Learning Objective #3 Review query capabilities in latest PUM and PeopleTools version of Oracle/PeopleSoft HCM


This session is eligible for the following CPE Credit: NASBA, SHRM

Speaker: Rahul Nori, State of Minnesota

This session was presented at BLUEPRINT 4D 2026.

Join us to discuss how Harbisonwalker (HWI) utilizes Oracle EPM Cloud - Specifically FCC,PBCS and ARCS - to streamline the close and planning cycle. In this session, we’ll break down how connected reconciliations, consolidation, and planning processes reduce manual work, improve data accuracy, and accelerate reporting. You’ll learn actionable strategies for improving workflow efficiency, automating routine tasks, and strengthening collaboration across finance teams. Whether you’re supporting daily operations or managing the EPM environment, you’ll leave with ideas you can apply to improve your organization’s close and planning performance.
This session is eligible for the following CPE Credit: NASBA

Speaker: Bryanna Marino, HarbisonWalker International