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Symposium 2011 Sessions
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Symposium Baltimore – Session Descriptions

The Tremont Plaza
222 St. Paul Place
Baltimore, MD 21202, United States
Tel: 410-727-2222

Follow Symposium News on Twitter #bfmaS2011.

Forms Management : Forms management principles involve work skills consisting of cost benefit analysis, consultation, project management, and environmental and safety awareness. Forms administration involve version control, identification systems, filing systems, software distribution, warehousing, standards, tracking, operating procedures, obsolescence, forms libraries, business continuity, procurement, and inventory management.

Technology : Technology principles include electronic technologies involving digital demand imaging, recognition systems, post processing, data merge printing and production principles. This also includes systems architecture involving hardware, operating system, networks, communication systems, and applications software.

Process/Workflow : Process and workflow consists of assessment of objectives and project scope, fact finding, data organization, analysis, solution development, recommendations, implementation, and follow-up and evaluation.

Design/Development : Design and development principles include graphics, use of color, typography, plain language, graphical user interface, techniques. Including general layout principles for paper and electronic form design including manufacturing considerations, printing specifications, interface design, field formatting, masks, data validation, and development specifications.

Government :Attend this track and benefit from the US Department of State's knowledge and experience with implementing their eforms program. This special dedicated government forms track entitled the Evolution of the Department of State Electronic Forms Program focuses on various aspects of eforms program implementation and will be presented by US Department of State forms professionals.

Product Tutorials : These sessions will present information about products and show demonstrations.

*The sessions listed below are subject to change.

Tuesday, May 17, 2011

Buffet Breakfast
Tuesday starting at 7:30am

Forms Control: The Heart of Forms Management
Presenter: Margaret Tassin
Tuesday from 11:00am - 12:00pm


The forms control function is one of many separate areas of responsibility in a well-run forms management department. Different from analysis and design, all of the forms control functions go to the very heart of the forms management process. Learn the areas that you need to consider in forms control and who should handle these tasks. Find out why is this area important and worthy of examination.

Managing our Business - Directives Business Matrix
Presenter: Nigel Walsh
Tuesday from 11:00am - 12:00pm


This session will cover how the Business Matrix work-flow application provides the Department of State the ability to track across five distinct but interrelated business lines of the Office of Directives Management's daily operations. The presenter will cover management reporting, correspondence tracking and how we manage historical information.

Visual E-Forms
Presenter: Behdad Payami
Tuesday from 11:00am - 12:00pm


Cerenade Visual E-Forms suite of products include: Designer, Converter for existing forms and data, web-enabled Forms Management, Zero Filler, e-Forms Life-Cycle Manager, Output Manager, Workflow/BPM, and a Case Management solution.

Migrating to Digital Processes that Support Mobile Platforms
Presenter: Randy Popson
Tuesday from 11:00am - 12:00pm


Technology such as smartphones and tablet computers provide tremendous opportunity to fully automate processes. When you create a true digital process, your users are freed from platform dependence and they are able to quickly and easily participate in a process whenever and wherever they are. The class will cover:

  • How mobile technology is changing and challenging the industry.
  • Best practices for using mobile technology to automate business processes.
  • How to migrate your electronic forms program to a Digital Process program that will get management's attention.

***One lucky class attendee will win a new IPad2 thanks to FSG Ltd. Come learn about emerging mobile technology and maybe you will take home an Apple game changer***


Enterprise Forms Program Rebuilding
Presenter: Barbara Figueroa
Tuesday from 12:10pm - 1:10pm


In this session, you will learn how the U.S. Department of the Navy (DON ) forms program has transformed. Topics discussed will include:

How to:
  • Choose a new forms solution
  • Update legacy forms solutions
  • Convert from a paper based forms inventory to an electronic inventory
  • Update workflows/databases during forms conversion
  • Educate users to new/old formats
  • Eliminate duplication and stove piped processes
The importance of:
  • Version control
  • Adapting to new policies
  • Updating and asking for enterprise resources
  • Advocating for the enterprise (not just forms)
  • Ready inter/intranet access to forms
  • Direct linkage to workflows/databases
  • Dynamic forms with digital signatures
  • Ensuring the forms review process is useful, complete, appropriate, and legal

Barbara will educate symposium attendees on how she accomplished these objectives for the DON and conducted many initiatives to bring 20th century processes into the 21st century.

It's about the 3 Ps - Policy, People and Products
Presenter: Maureen Whitsett
Tuesday from 12:10pm - 1:10pm


In conjunction, with the Department of State movement toward a centralized Forms Program, equivalent attention was placed on new policies under the eGovernment Act, and other mandates that were being introduced such as Section 508, eSignature, and data integration. This session covers how policies, products and our people are key factors to the success of our Forms Program.

Leveraging the Cloud for Complete & Affordable Eforms Solutions
Presenter: Alan Proctor
Tuesday from 12:10pm - 1:10pm


Case studies demonstrate how commercial and government organizations are currently using cloud-based solutions to accelerate forms automation and the business processes they support to reduce costs and improve performance without up-front investments in hardware and software.

Fact Gathering and Interviewing Skills
Presenter: Dr. Ben S. Graham
Tuesday from 12:10pm - 1:10pm


Two people can go into the same are to gather facts and experience entirely different results. One spends many hours and gets incomplete and misleading data. The other is done in minutes and has complete and solid facts. This session outlines some of things that the second person does to win cooperation and to collect relevant facts quickly.

This session will take participants through the interview process including how to initiate fact gathering, what facts to gather, (using a powerful gathering model that we call the description pattern), recording technique, level of detail, how to take notes quickly, how to keep organized and how to complete the interview and capture the facts the same day.


Sponsor Exhibit and Buffet Lunch
Tuesday from 1:00pm - 3:00pm

During the luncheon, sponsoring companies will host tabletop exhibits of their products and services around the perimeter of the banquet hall. This is your chance to meet our sponsors and vendors and learn about the products and services they have to offer.


Visual Perception and the Design of Forms
Presenter:Jessica Kerr
Tuesday from 3:00pm - 4:00pm


Thanks to many decades of research, we know a lot about how the human brain translates bits of light hitting our retinas into a cohesive image of the world around us. In this fun, enlightening and practical session, take a tour through the principles of visual perception that have direct relevance to the way people see and work with forms.

With a great mix of both good and bad real-world examples, and the opportunity to put these into practice with your .own forms, you'll soon have the tools to make informed decisions about how to lay your form out, regardless of whether it's paper-based or electronic.

Note: Attendees are invited to bring along copies of their own forms. Nothing helps cement new concepts more than applying them straight away to your own situation.

Rethinking and Revitalizing a Forms Program
Presenter: Kim Casem
Tuesday from 3:00pm - 4:00pm


This session encompasses the Department of State's journey of eradicating a legacy application and how they moved into the 20th century with e-Forms. The journey will take you through how the Office of Directives Management made a paradigm shift from the "old way of doing business" to a "more innovative way of delivering services". They will share their challenges and framework used to revitalize their Forms Program.

Business Forms on the Apple iPad
Presenter: J.P. Terry
Tuesday from 3:00pm - 4:00pm


This session will introduce BFMA attendees to the new world of business forms on Apple's iPad. It will cover traditional BFMA concepts and concerns but the session will focus on how our collective business form expertise can be applied in the new world of portable and interactive tablets. We will demonstrate an example of an interactive and dynamic iPad expense report and attendees will be able to download this app to their own iPads.

This is a critically important topic for the BFMA because many field personnel are now using the iPad to complete business forms while they are on-the-road or working with clients. Designing and developing iPad-based business forms is considerably different than traditional paper forms or traditional interactive PDF forms. However, the BFMA has always been a leading voice in form management and the BFMA will continue to lead with this new and exciting iPad course.

Business Process Analysis
Presenter: Ben B. Graham
Tuesday from 3:00pm - 4:00pm


This session explores with a hands-on case, a proven structured method for understanding and analyzing business processes. While reengineering, ISO Certification, Business Process Improvement, Six Sigma, Sarbanes-Oxley all specify an organizational focus on business processes, none provides a specific method for understanding the processes. This leaves many people attempting to figure it out as they go. Without a solid methodology to support process understanding and improvement, many efforts fail, drag on, or (at best) require more effort than was initially anticipated. Detail process charts provide level of understanding that is essential for effective analysis. They have been used by world-class organizations to achieve excellent results for over half a century.


Marketing Forms: How to Create a Buzz and Make Your Program Cool
Presenter: Kelli Lozada Reese
Tuesday from 4:10pm - 5:10pm


Are you uncertain of how to create a buzz about boring forms? Do you need to create a more positive user experience? Are you interested in making your program soar to new heights? Learn how the NRO is transforming a once under appreciated program, making forms more visible within the organization. The NRO Forms Lead will share a secret tool as well as how taking a leap, learning about your customers, motivating your team, and creating an efficient and effective program can boost your program's image and gain you exposure that is needed for more support from management and customers. Take your forms program from boring to cool with 5 easy steps.

Pulling it all Together - Leveraging from our e-Forms Investment
Presenter: David Record
Tuesday from 4:10pm - 5:10pm


This session covers how new technology enhanced The Department of State's forms program. The session shares the framework used by the State Department to upgrade the e-Forms application, implement new features, and communicate across a global user community. Additionally, the session will cover the critical paths, risks and how those risks were mitigated to bring an upgraded e-Forms application, new features and services to our customers.

Enabling Occasionally Connected Mobile Field Workers Using Interactive SmartForms
Presenter: Howard Treisman
Tuesday from 4:10pm - 5:10pm


Does the emergence of devices such as the iPad herald a new era for larger format forms used by mobile workers? We believe it most certainly does. We've seen a number of innovative organizations starting to use interactive PDF SmartForms to automate the collection of data by their remote field teams. This session will describe the use cases and technologies used for a client solution that pushes partially complete forms out to mobile worker, allowing them to gather information while disconnected, and re-synchronizing when back online, through a fully managed process.

Build Dynamic Form-Driven Web Experiences without Coding
Presenter: Eric Cohen
Tuesday from 4:10pm - 5:10pm


This session will show ways to integrate IBM Forms with web portals to build dynamic forms-based solutions. Understand how to extend your existing business process, content management and web solutions with more efficient front end processes that automate data collection, eliminate paper and move your manual and transactional processes online. See how to deliver engaging, role-based web experience enabling self-service and process automation capabilities that that meet the evolving needs of today's consumers, and drive platform efficiencies and improved ROI.


Let's Talk: A Networking Event
Tuesday from 6:00pm - 8:00pm


Wednesday, May 18, 2011

Coffee and Continental Breakfast
Wednesday from 8:00am - 8:30am

Conducting an Organization Wide Forms Review
Presenter: Craig Dartnell
Wednesday from 8:30am - 9:30am


In 2006, a major Australian Government Department took on the challenge of reviewing all of its public-use forms with a view to making them far easier for the public to fill out. Because of time constraints and a large number of forms, much of the review was conducted by previously untrained staff.

In this session we will look at:
  • What the reviewers were taught about improving forms.
  • Problems the public had with existing forms and why they were making so many errors.
  • The causes of the problems and what was done to correct them, including a totally new approach to layout.
  • How usability testing and error analysis was used to highlight the problems and to show business owners why the forms needed to change.

The session will include numerous practical examples of 'before' and 'after' situations along with insights gained from an extensive observational testing program.

Using the Web to Promote our Forms Program
Presenter: T.J. Furlong
Wednesday from 8:30am - 9:30am


This session will cover how the Department of State is using the web to brand the products and services offered as part of the Form Program.

The presentation will address the benefits of using the web and other tools such as Sharepoint, Adobe Flash and digital audio, video and 3-D animation to brand the services within your organization.

Cerenade Product Tutorial
Presenter: Behdad Payami
Wednesday from 8:30am - 9:30am


This session will go over an end-to-end process that involves import of a PDF form into Cerenade Enterprise Forms Management solution, followed by routing and tracking to collect additional information and signatures before ending with archiving the form into a document management solution.

Agile Driven
Presenter: Kelli Lozada Reese
Wednesday from 8:30am - 9:30am


Development teams across the world are not only trying out new technology but also new processes. Learn about what 'Agile' is and how you can apply it to build forms successfully. This session will focus on the NRO's success using Agile methodology. There will be an explanation of what Agile development is, how it can be used for various sizes of programs, implementation strategies, and why choosing to be flexible with shorter term goals can actually make programs more cohesive and efficient.


Product Tutorial: FSG Ltd. SCM2.0 Taking the Next Step
Presenter: Randy Popson
Wednesday from 9:40am - 10:40am


In today's environment, electronic forms are being replaced by vertical web applications at a rapid pace. The use of SharePoint and need for mobile platform support are accelerating the movement away from e-forms in the enterprise. How can a forms professional continue to add value within their organization? FSG's Structured Content Manager 2.0 provides the answer. SCM2.0 provides support for both legacy electronic form technology (MS Infopath, Adobe Livecyle PDF's, IBM Lotus forms) as well as simple integration with MS SharePoint and built in out-of-the box capability for mobile smartphone and tablet technology. The following capability of SCM 2.0 will be demonstrated during the class.

  • 3 Elegant portal interfaces for computer, smartphone, and tablet computers that greatly simplify initiating, approving, and tracking digital processes
  • Web-based generator that creates HTML from Adobe Livecycle forms providing quality support for mobile platforms that do not support PDF's
  • Graphical workflow design wizard that simplifies building multi-stage, multi-platform digital processes
  • Simple Sharepoint portal integration

***One lucky class attendee will win new 23 inch 1080P Monitor at this session thanks to FSG Ltd. Come learn about SCM2.0 and maybe you will take home a bigger view to the internet***

Questioning Questions
Presenter: Jessica Kerr
Wednesday from 9:40am - 10:40am


We forms professionals talk a lot about process: what systems to use; data security; organizational structures etc. Yet all that process refinement is for nothing if, at the pointy end, the person filling out your form is scratching their head about what "unpreserved benefits" are and whether the term "child" includes their 26-year-old step son.

If a form is to succeed in its goal to collect high quality data, it is imperative that questions be well written. But writing good questions is hard. (If you think it's easy, come along to this session and see where your questions might be failing, without you knowing it.)

In this hands-on session, we're going to look at-and practice-a model that simplifies the question writing process and helps produce questions that work.

Note: Attendees are invited to bring along copies of their own forms. There's nothing better than working on a realistic question set!

E-Forms and Job Security: Joined at the HIPAA and Other Compliance Imperatives
Presenter: Steve Weissman
Wednesday from 9:40am - 10:40am


If your organization hasn't yet embraced electronic forms technology – or worse, if you haven't – then it's long past time you took the bull by the horns and started riding.

Why? Because e-forms' efficiencies and economies are so long proven that it's downright irresponsible not to deploy them – and because "we can't find it" and "it'll take days to retrieve it" are unacceptable responses when your senior executives are before the presiding judge in a compliance lawsuit. Either way, your tenure is likely to be tenuous when they learn you're the one at the nexus of forms and technology.

Attendees of this session will learn why it's in their best interest to get on and drive the e-forms bandwagon and start capitalizing on the technology's ability to enhance efficiency, lower costs, and buttress organizational privacy, records, and other compliance policies.

Mobile eForms in the Enterprise
Presenter: Darren Mathis
Wednesday from 9:40am - 10:40am


We all know that capturing customer data using dynamic Web-based, Enterprise eForms—thus avoiding the delays of paper altogether—can have a rapid and exceptionally beneficial impact on business. However, what is the best way to go about implementing a truly "soup-to-nuts" electronic capture strategy that can leverage today's iPad and mobile tablet revolution?

Presented by Darren Mathis, CEO of LincWare and developer of LincDoc, this energetic session, void of repetitive concepts and theory and rich in results-getting best practices discussion, will cover your questions on how to win buy-in from decision makers, handling employee training and fostering customer adoption. Not to be missed for those seeking ways to take the next step in eForms use.


Process Maps and Form Design: Making the Connection
Presenter: Kelly Halseth
Wednesday from 10:50am - 11:50am


The single most powerful weapon in your forms management arsenal is the lowly process map. Forms management is about business processes and understanding the processes driving your mission critical forms is crucial to both paper and electronic forms design. How do you describe a business process to a variety of stakeholders with varying degrees of understanding of a particular process and ensure a common understanding? How do you demonstrate a process as it crosses departmental barriers? How do you identify critical control or quality control points? Learn how to use process maps to define business needs, identify cross-departmental processes and determine 'where the paper goes.' Learn how to how to ask 'why?' to get to the fundamentals of a business process, describe it in a visual format (map) and then use that map to define, refine and improve your organization's business processes. The session will include practice exercises in process development and mapping and an overview of different mapping styles and when to use each one.

Includes a case study illustrating how a process map impacted a forms design.

Amgraf Product Tutorial
Presenter: Franklin Garner
Wednesday from 10:50am - 11:50am


Amgraf, Inc. offers a collection of software packages for electronic forms, Internet forms, and the total automation of high-volume print production. Our capabilities include order-entry, data capture, electronic proofing and annotation, interactive layout and design, batch composition and pagination, variable imaging, imposition and ganging, digital printer interfaces, and complete prepress workflow management. Many of the largest print manufacturers, governmental agencies, and in-plant print shops in North America rely on Amgraf software technology for their forms management and prepress operations. Our product tutorial will focus on Amgraf's OneForm Designer Plus software and will include a demonstration of how it is used to convert PDF files into fillable, database-linked electronic and Internet forms that can be freely distributed worldwide without costly end-user filler licenses.

Building Blocks of an InfoPath 2010 Form
Presenter: Todd Stark & Eric Stein
Wednesday from 10:50am - 11:50am


This demo will provided an overview of key features to build an automated form using InfoPath. See how InfoPath forms can help to gather and share information by creating and implementing XML based forms. Discussion will include the benefits of using electronic forms and an explanation of how the SharePoint workflow takes over in the forms submission process.

How SmartForms Enabled Australian Voter Registration
Presenter: Howard Treisman
Wednesday from 10:50am - 11:50am


The Australian Electoral Commission (AEC) is responsible for conducting federal elections and referendums, and maintaining the Australia's electoral roll. In 2010 the AEC offered an online enrolment capability to improve customer service, reduced the time to process enrolment applications, and significantly reduce the costs of processing paper enrolment forms. The AEC online solution processed 217,000 electronic submissions in the three weeks leading up to the 2010 federal election, saving the AEC almost $900K by eliminating the need to hire temporary staff to process paper forms. This session will examine the implementation and the benefits of the AEC's electronic enrolment solution.


Developing Error Analysis for Forms
Presenter: Margaret Tassin
Wednesday from 1:45pm - 2:45pm


You have a form with problems and know that it needs re-work. But what is the magnitude of the problem? What sort of priority does the form have in your unending stack of other work? One way to tell is via an error analysis. This process enables you to determine how many errors and what kind of errors are being made, who is affected by the error, what is the consequence of the errors and their cost. This effort can support a form redesign or a complete system redesign, and it will have a big impact on the visibility of your forms management program.

Avoka Form Factory Product Overview
Presenter: Howard Treisman
Wednesday from 1:45pm - 2:45pm


The problem many organizations face moving paper or static forms to interactive SmartForms is resource constraints. In many instances IT is consumed with major cost reduction initiatives like data center consolidation and server virtualization. Other times the IT department lacks the UI skills needed to create effective user experiences. This session will look at how organizations are deploying Avoka Form Factory for Adobe LiveCycle to open up the LiveCycle innovation process to business teams, so that organization's can create more LiveCycle SmartForms at less cost and in less time. Form Factory's intuitive, easy-to-use Smart Templates, style sheets and wizards that allow users to create, deploy and manage LiveCycle SmartForms without having to write code.

IRS and the Land of the eForm (or Nightmare on eForm Street) Part 1
Presenter: Dave Brown, Karen Gill, Paul Showalter & Barbara Ying
Wednesday from 1:45pm - 2:45pm


This session will encompass everything the Publishing Branch is doing today with electronic forms (Development, Conversion, Design, Accessibility, XML Schemas, 2D Barcodes and Intelligence). We will discuss the conversion/design of IRS tax forms to XML based PDF files. This effort started in 2006 and is filled with many unique twists and turns. We will also explain the processes we using to make our forms accessible (508 compliant). Demonstrations of each will take place during the session.

Understanding Business Processes
Presenter: Ben B. Graham
Wednesday from 1:45pm - 2:45pm


Process maps provide for a structured approach to process improvement and are excellent training tools when they include enough detail to support common sense decisions. The Graham process mapping methodology was initially developed over a half century ago to help people understand business processes. Graham Process Maps tell a story -- they tell the reader WHAT is going on; WHAT records are used, WHO is doing the work, WHERE the work is being done and HOW LONG it takes.


Proofreading or Proof Reading
Presenter: Bill Hill
Wednesday from 2:55pm - 3:55pm


Ever watch Dirty Jobs on the Discovery Channel? Some can be really miserable. In fact almost every job has at least one aspect of a 'dirty' job. What about Proofreading??? Not a favorite? Personally, Mr. Hill had never heard of a class on Proofreading although it was part of his career. So what is there to this? Upon research and instructing this class, there is a lot to this subject. It takes a unique talent that reaches far beyond the use of the standard editing marks. This session will give you tips and tricks for proofing and editing the forms to include graphics and design standards, branding standards data field testing, and more. If your company does not have a full-fledged forms analyst on staff, then the proofreading phase is a possible route to introducing some basic forms analyst work. This class will review proofreading resources and how to develop skills to include documents, forms and postal regulations where proofreading is more than just checking the words. This class always has lively discussion with the audience.

What's In A Name? The Continuing Story of Company Name Changes and How to Survive Them
Presenter: Nancy Flor-Gawel
Wednesday from 2:55pm - 3:55pm


How many times has your company's name changed? What type of work was involved? How much time were you given to make the change and how many people worked on the change? Was the effort successful?

These questions and others will be answered and discussed during this session, where Nancy will recall the different name change efforts that she has experienced, including the most recent name change in November 2010. Form organization, personnel assignment, and the ever-popular "rogue" form collection will be just a few topics discussed.

Part of the session will include open discussion with the audience, where you can share your name change experiences and how you coped with the situation. Come prepared to help your fellow forms professionals cope with this all-too-frequent forms management challenge.

IRS and the Land of the eForm (or Nightmare on eForm Street) Part 2
Presenter: Dave Brown, Karen Gill, Paul Showalter & Barbara Ying
Wednesday from 2:55pm - 3:55pm


This session will focus on the task of binding XML schemas to forms and how IRS is making their internal (and several external) forms intelligent. IRS has published schemas for tax forms for several years. In 2006, we were tasked with developing a way to integrate those schemas with our composed forms so IRS could create a more efficient process. Moving to the Adobe Designer, IRS was able to leverage the increased capabilities of the designer to meet the ever increasing development demands of our customers. The second half of this presentation will discuss enhancing the user experience through the use of scripting. This presentation will discuss the steps taken during our process and the lessons we learned.

Forms 2.0 - From Ink to iPad
Presenter: James Quigley
Wednesday from 2:55pm - 3:55pm


The mobile revolution is shaping up to be more impactful on the forms industry than the advent of e-forms. With users being able to gather information where ever they are, and collect key information just not possible on paper forms (image capture, GPS, real time time/date stamps etc.) and get that information back real time opens up a world of possibility.

In this session we will outline options available today to "mobilize" forms and forms based processes on Smartphones and Tablet based computing devices. Also covered will be a discussion of the market forces that are making the move to mobile solutions more affordable, easier and more powerful than ever before.

Featured will be a demonstration of the Canvas offering; a solution that provides the ability to rapidly and simply convert forms into mobile apps that work on a wide variety of popular mobile computing devices.


Essociates Group Forms Management - Product Tutorial
Presenter: Ray Killam
Wednesday from 4:05pm - 5:05pm


Essociates Group, Inc is a consultancy corporation specializing in Forms Management. We are uniquely positioned to help clients establish Best Practices forms management programs. In addition, we offer a specialized forms management database for organizations of any size. This session will feature this database, including a demonstration of its capabilities.

Essociates Group has served the forms management industry for more than nine years. In addition to consulting services, we offer a variety of forms training, including Design and Analysis, Understanding Forms -A Complete Guide, Conducting a Call for Forms, and more.

We welcome your participation in our session. Join us and discover how we may be of assistance to your organization.

PDF Scripting for Dummies
Presenter: Ben Walsh
Wednesday from 4:05pm - 5:05pm


Are you a PDF designer who would like to take your skills to the next level? Would you like to bring your forms to life, but are bamboozled by jargon and assumed knowledge? Perhaps, you do not want to script yourself but would like a better understanding of what your developer colleagues are talking about.

This session will introduce you to the basics of PDF scripting using simple, easy to understand language. You will learn how to script useful behavior into your forms including: display a pop-up message when the user clicks a button, sum values into a total field, display a text field when the user selects 'other' in a drop-down and adding and removing table rows.

Should I use Adobe LiveCycle or Acrobat to Design my Forms?
Presenter: Lisa Croft & Angie Okamaoto
Wednesday from 4:05pm - 5:05pm


LiveCycle Designer is included with Acrobat Professional for Windows. LiveCycle Designer enhances the form-creation features in Acrobat and offers a robust collection of advanced features and controls. This session will show the similarities and differences between the two tools. Angie and Lisa will help you understand which is the best tool for your projects and why.

Going Green While Making Forms Clean
Presenter: Casey Tricarico
Wednesday from 4:05pm - 5:05pm


Wherever you are in your forms career, a good day of spring forms cleaning is always essential. Learn how cleaning up your forms (electronic, paper, and even filing cabinets), investing in your stakeholders, and collecting out of date and non compliant forms can help to reinvent and build a better forms program. This session takes you through the logistics (mapping it out, scheduling, marketing), implementation of inter-departmental boundaries, and how to collect real metrics so management is all in! If you've ever wondered what do you do with the paper forms or how to clean up forms that are now electronic, then this class is for you. The National Reconnaissance Office has effectively engaged the workforce in massive cleanup days to better educate and make the workforce a more efficient and green organization. Learn their tricks and tips and take them home to your groups!


General Business Meeting
Wednesday from 5:15pm – 5:45pm

The general business meeting brings the installation of the new Board of Directors for the coming year and a chance for members to show their support of these people who volunteer so much of their time. The Association President will also discuss the state of the Association.


Thursday, May 19, 2011

Coffee and Continental Breakfast
Thursday from 8:00am - 8:30am

How the Department of State Markets their Forms Program to Customers
Presenter: Kim Casem
Thursday from 8:30am - 9:30am


The session outlines how the Department of State markets their e-Forms products and services to customers.

ISO PDF Standards for Forms
Presenter: Lisa Croft
Thursday from 8:30am - 9:30am


Adobe is known for developing PDF. It first became a de facto standard and is now a de jure standard known as ISO 32000-1. Exemplifying innovation through standards, PDF is everywhere. From day one, the PDF specification was publicly published by Adobe without any licensing restrictions, which helped it become the de facto worldwide standard for the reliable distribution and exchange of electronic documents. International Organization for Standardization (ISO) published the approved ISO 32000-1 standard based upon PDF 1.7 in July 2008. ISO will also produce future versions of the PDF specification. This provides a formal, open standard for the more than one billion PDF files in existence today and guides the hundreds of developers creating software to process PDF files. This session will provide an overview of the standards and focus on the standards related to PDF forms.

Forms Analysis and Design
Presenter: Ray Killam
Thursday from 8:30am - 9:30am


Before an effective business form can be designed, a thorough analysis of the workflow requirements is needed to identify and confirm the need for the form and the business rules it must enforce. Based on the analysis, the appropriate design elements can be used to create an effective container and define the medium that most efficiently satisfies the requirements of the variable data and user interaction. This class presents an overview of the forms development process and provides useful tools for forms design.

The Total Systems Approach to Business Analysis
Presenter: Joyce E. Endres
Thursday from 8:30am - 9:30am


What are the needs of your business? During this session, Joyce will define business analysis, a business analysis methodology and competencies needed to be an effective and successful business analyst. The goal of the session is to provide a process for you to help identify and define the business and technical needs and problems within your business to help you find solutions to meet the needs of your business.

The business analysis methodology includes:

  • Strategic Planning
  • Core Business Functions
  • Process Life Cycle Definition
  • Enterprise Analysis and Requirements Definition . Business and Technical Requirements and Solutions Definition
  • Recommendations, Validation; and Follow-up . Implementation Tips

Developing a Comprehensive Training Program for Form Designers
Presenter: Diane Darling, Maureen Whitsett, David Record, Kim Casem, and Kelli Delaney
Thursday from 9:40am - 10:40am


This session covers how the Department of State developed a comprehensive training program for their designers.

The Financial Value of Forms Design
Presenter: Oliver Wischmeyer
Thursday from 9:40am - 10:40am


In today's economy the value of professional forms design can be difficult to demonstrate to senior management. An important factor is the cost of forms design to the business. This session will discuss ways to prove the value, including reducing the cost of forms design compared to alternatives.

Marketing Strategies for Forms Management
Presenter: Kelly Halseth
Thursday from 9:40am - 10:40am


We all know it...for a Forms Management Program to be successful it needs Senior Management support and buy-in from organizational stakeholders. So how do you cultivate support from your wide variety of customers some with varying or even conflicting agendas? Learn about hard and soft 'currencies':personal and professional values, motivations and politics and how they impact perceptions of your program and services. Understand what is important to each of your customers and use that knowledge to construct specific benefits that are meaningful to them. Explore creative ways to raise your profile, sell your services and educate your customer.

Improvement Psychology
Presenter: Ben S. Graham
Thursday from 9:40am - 10:40am


Dealing with people. while working on improvement projects can be frustrating when good intentions are misunderstood. Psychological factors arise as we set goals, select team members, choose team leaders, search for creative solutions, deal with delays, get caught up in assigning credit and blame, and as we run into the seemingly inevitable resistance to change. This session will cover the basics of healthy improvement psychology.


Closing Remarks
Thursday from 11:20am - 11:30am

more Calendar

9/30/2014
Webinar: Streamlining Communications Across the Organization

10/17/2014
Western Canada 1-Day Conference co-located with Xplor and BCPIA.

11/18/2014
Webinar: LUNA - Design of Information for Clear Communication

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