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Symposium 2011 Speaker
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Symposium Baltimore – Speakers

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

Follow Symposium News on Twitter #bfmaS2011.

David Brown

Senior Publishing Specialist, Internal Revenue Service, Washington DC
David Brown has worked in electronic publishing at IRS since 1987. In the early 1990's, he managed a project to develop a Standard Generalized Markup Language (SGML) application for automating the Internal Revenue Manual, a 50,000 page loose-leaf directives publication. In 1996, Dave was invited to join the newly launched IRS Digital Daily web site team and was responsible for forms upload processing, and application development. In 2002, Dave began prototyping use of the Topic Maps standard at IRS. He is currently project manager for IRS Tax Map, a topic maps based electronic research tool for IRS tax law telephone assistors. In 2006, Dave joined a team to begin looking at the feasibility of using LiveCycle Designer as a single source file for forms composition and for displaying XML tax return data. In 2008, Dave joined the XML Integrated Process Team and led the research and development effort to display electronically filed tax return data in a PDF form using the LiveCycle technology. Dave has an MA in Instructional Systems Development and a BS in Industrial Technology - Graphic Arts Management.

Sessions at Symposium 2011:
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 1 | Wednesday from 1:45pm - 2:45pm
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 2 | Wednesday from 2:55pm - 3:55pm

Kim Casem

Department of State - Office of Directives Management
Kim Casem enjoyed 6 years of teaching a variety of subjects at the middle school level, the last 4 at Bethel Christian Academy in Savage Maryland. While at Bethel, she developed a comprehensive literature curriculum for 6th, 7th, and 8th grades, and founded several after-school clubs. In 2005, Kim joined Geneva Software, Inc. As a Senior Documentation Specialist and was assigned to the Department of State. As a consultant, she played a major role in assisting the customer in transitioning from their legacy forms application Form Flow to the new, robust e-Forms application. Kim joined the Department of State Office of Directives Management in 2009, and currently works as a Forms Developer and Quality Assurance Coordinator. She contributes to several major projects, including implementing accessibility for 508 Compliance, applying electronic signature, and utilizing workflow management tools. She presents the many attributes and services of e-Forms to customers across the Department of State.

Sessions at Symposium 2011:
Rethinking and Revitalizing our Forms Program | Tuesday from 3:00pm - 4:00pm
How the Department of State Markets their Forms Program to Customers | Thursday from 8:30am - 9:30am
Developing a Comprehensive Training Program for Form Designers | Thursday from 9:40am - 10:40am

Eric Cohen

Portal and Social Collaboration Specialist, National Security and Justice, IBM
Eric Cohen is on the Federal Government Team for IBM Collaboration Solutions. Eric has been involved with social media and the evolution of collaboration technologies for the last 12 years.

Sessions at Symposium 2011:
Build Dynamic Form-Driven Web Experiences without Coding | Tuesday from 4:10pm - 5:10pm

Lisa Croft

Acrobat Solutions Consultant, Adobe Systems, Inc
Lisa Croft is an Acrobat Solutions Consultant with Adobe Systems, Inc. She graduated from Southwest Texas State University with a BBA in Computer Information Systems. Her professional career began by working for Pennzoil Company. After leading their project on Sales Force Automation, she formed a consulting company to provide services and training to various companies including Reliant Energy and United Space Alliance. Her specialization in forms and workflow automation brought her to Jetform Corporation as a Sales Engineer. When Jetform was acquired by Adobe Corporation in 2002, she moved into the ePaper Division supporting Acrobat and other business software. She currently focuses on the Adobe Acrobat product family and is thrilled to work with customers across the entire US.

Sessions at Symposium 2011:
Should I use Adobe LiveCycle or Acrobat to Design my Forms? | Wednesday from 4:05pm - 5:05pm
ISO PDF Standards for Forms | Thursday from 8:30am - 9:30am
PT04 Building Forms with the New Acrobat Professional X | Thursday from 1:30pm - 4:30pm

Diane Darling

Program Manager, Department of State - Office of Directives Management
Diane Darling has an extensive career working in domestic, international and government environments. In 1980, while working at MCI Telecommunication as Director of the Control Center, she was responsible for conducting comprehensive business process reengineering across organizations, aimed at improving and elevating efficiency and effectiveness in their operation. In 1998 she joined Iridium (start-up) to provide leadership for their end-to-end build-out of Business Centers in 15 countries chartered to provide consistent business solutions globally. While working internationally with a diverse cultural team, she used project management methodologies, and business process engineering strategies as essential tools to ensure the same methods were deployed world-wide. Currently, she is the President and CEO of "Solutions by Darling" working as a contractor for Geneva Software Inc. and assigned to the Department of State, Office of Directives Management where she collaborates with management to incorporate project management and business process re-engineering to assist in delivering a global forms program.

Sessions at Symposium 2011:
PR04 Project Management | Monday from 9:00am - 4:00pm
Developing a Comprehensive Training Program for Form Designers | Thursday from 9:40am - 10:40am

Craig Dartnell

Managing Director, Howick Design Pty Ltd
Craig Dartnell is Managing Director of Howick Design. Based in Sydney Australia, Howick Design is a consultancy service that specialises in the analysis and design of paper and electronic forms for high volume form users – typically banks, financial institutions, insurance companies and government departments. For over 20 years Mr Dartnell has worked with a wide cross section of clients and has demonstrated the ability to develop forms that are functional, user friendly and that meet both business and user requirements. Mr Dartnell is a regular speaker on forms related topics.

Sessions at Symposium 2011:
Conducting an Organization Wide Forms Review | Wednesday from 8:30am - 9:30am

Kelli Delaney

Department of State - Office of Directives Management
Kelli Delaney joined The Department of State in the Bureau of Administration and currently works in the Office of Directives Management. Kelli Delaney assignment included working in the Regulatory and most recently the Forms Program. She has evolved into one of the Department's subject matter experts in form design and has the capability to apply cutting edge technology for forms, such as: Tagging forms for 508, administering electronic signatures, implementing version controls, and supporting web publication of over 1,700 forms for the Department of State.

In 2009, Kelli received her Bachelor's degree in Business Management and is currently working on her Master's Degree in Business Administration. Kelli brings a wealth of knowledge as a hands-on-user of eForms; she has a clear and concise understanding of customer service and continues to be a key attribute to the Department of State's Forms Program.

Sessions at Symposium 2011:
Developing a Comprehensive Training Program for Form Designers | Thursday from 9:40am - 10:40am

Joyce E. Endres

Information Management Business Analyst Consultant, Je Consulting, LLC
Joyce is an Information Management Business Analyst Consultant under Je Consulting, LLC. She is currently working part-time on an Electronic Records Management Project for the State of Wisconsin. She retired from Wisconsin State Government as an IT Strategic Planning and Business Systems Analyst after forty years of service. She is a Charter member of the BFMA Madison Chapter, a past BFMA Association President, and currently serves the associations VP Administration. She is a Certified Form Systems Professional (CFSP). Joyce has presented sessions at BFMA International Symposiums and local seminars for BFMA and various other organizations.

Sessions at Symposium 2011:
The Total Systems Approach to Business Analysis | Thursday from 8:30am - 9:30am

Barbara Figueroa

Forms & Reports Manager, U.S. Department of the Navy (DON)
Barbara Figueroa has been working in forms and reports management since 1998. In February of 2006 she was selected to become the U.S. Department of the Navy (DON) Forms Manager. In that role she works with over 140 subordinate commands and is responsible for over 26,000 forms. Since 2006, Barbara has lead the DON in rebuilding the enterprise forms program from paper based to paperless. This project has required her to develop new policies and training for over 750,000 employees around the world.

Sessions at Symposium 2011:
Enterprise Forms Program Rebuilding | Tuesday from 12:10pm - 1:10pm

Nancy Flor-Gawel

Manager - Operations Services, Mercedes-Benz Financial Services
Nancy started the electronic form program at Chrysler Financial in 1996 and led the eform initiative both at Chrysler Financial and at Mercedes-Benz Financial. Before she entered the forms world, she was a computer systems analyst and project leader in Chrysler Financial's ITM department. In November 2010, she will have finished her 5th name change effort for all forms in the company!

Nancy holds a Bachelor's Degree in Computer Science/Business Administration from Lawrence Technological University and a Master's Degree in Business Administration from Wayne State University. She is married and has two sons. In her spare time, she enjoys travel, reading, and is learning to golf.

Sessions at Symposium 2011:
What's In A Name? The Continuing Story of Company Name Changes and How to Survive Them | Wednesday from 2:55pm - 3:55pm

Thelma Furlong

Director, Department of State - Office of Directives Management
Ms. Thelma (T.J.) Furlong was appointed as the Director, Office of Directives Management in June 2000. During her tenure she managed the expansion of that office which included the development of a Department-wide forms program, management of the Undersecretary for Management's FAM-X Project to update the Foreign Affairs Manual, the development of new sections to oversee the Department's requirements under the Paperwork Reduction Act and Office of Management and Budget Regulatory requirements for Rulemaking.

Previously, Ms. Furlong worked in the Resources Management Office in the Bureau of Human Relations. She also has had an extensive federal career which has taken her to various locations in the U.S. and abroad while working with the Federal Bureau of Investigation, Department of Treasury, Department of Navy, and the United States Agency for International Development. Ms. Furlong is also very active in her community where she holds senior leadership positions with her church and the Boy Scouts of America.

A native of Maryland, Ms. Furlong holds degrees in Information Technology from the University of Maryland, Criminal Law from Anne Arundel Community College, and a Masters in Business Administration from University of Maryland.

Sessions at Symposium 2011:
Super Session: Constructing, Cultivating, and Modernizing a Forms Program | Tuesday from 9:55am - 10:55am
Using the Web to Promote our Forms Program | Wednesday from 8:30am - 9:30am

Franklin Garner

President and CEO, Amgraf
Franklin has served as a speaker and instructor at numerous BFMA events, and in 2009 was a recipient of the prestigious Jo Warner Award. He also contributes to the forms-related programs at the Print Services & Distribution Association (PSDA), and was Treasurer for the North American Security Products Association (NASPO) from 2002-2009. During his career, he has written and co-authored several research papers and articles for leading business documents industry trade magazines and journals. Franklin co-founded Amgraf, Inc. in 1976. Amgraf specializes in forms software technology for print manufacturing, industry and government. Amgraf's products are widely used for business forms pre-press automation, web-to-print solutions, and electronic and Internet forms systems.

Sessions at Symposium 2011:
Amgraf Product Tutorial | Wednesday from 10:50am - 11:50am

Karen Gill

Senior Publishing Specialist, Internal Revenue Service, Washington DC
Ms. Karen Gill is a graduate of the University of Maryland with a Bachelor of Science degree in Business Management and Accounting. Karen started her career with the Internal Revenue Service in 1978 when she joined the Tax Forms and Publications Division, Rulings Disclosure Branch. In 1984, Karen moved to the Publishing Division and started working on tax forms composition. At various times, Karen has been the Chief of the Composition Unit, Acting Chief of the Composition and PSD Section, system administrator for the tax forms composition system, and is currently working as the Senior Composition Specialist on a detail to the XML Process Improvement Team. She will retire in 3.5 years and still doesn't know what she will do when she grows up.

Sessions at Symposium 2011:
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 1 | Wednesday from 1:45pm - 2:45pm
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 2 | Wednesday from 2:55pm - 3:55pm

Ben B. Graham

President, The Ben Graham Corporation
Ben is President of The Ben Graham Corporation and author of the book 'Detail Process Charting: Speaking the Language of Process' published by John Wiley Publishers. His company pioneered the field of business process improvement, and has provided process improvement consulting, coaching and education services to organizations across North America since 1953.

He holds a BA in Economics from UCLA and an MBA from USC and has more than twenty years of experience working with the Graham Process Improvement Methodology with organizations in the United States, Canada and South America. Ben has worked with many of organizations to build libraries of business process maps and develop effective, process-focused, continuous improvement programs. His organization publishes Graham Process Mapping Software, which is designed specifically to help people understand business processes.

Sessions at Symposium 2011:
Business Process Analysis | Tuesday from 3:00pm - 4:00pm
Understanding Business Processes | Wednesday from 1:45pm - 2:45pm

Dr. Ben S. Graham

Chairman, The Ben Graham Corporation
Dr. Graham is a recipient of BFMA's Jo Warner Award, a Fellow of the Institute of Industrial Engineers and received a doctorate from UCLA in Behavioral Science - with distinction. He is the Chairman of the Ben Graham Corporation of Tipp City Ohio (a training, consulting and software organization focused on Process Improvement).He has personally trained over 30,000 people and taken pride in seeing many of them use this training to develop outstanding work processes for their organizations, while simultaneously saving those organizations millions of dollars.

Sessions at Symposium 2011:
Fact Gathering and Interviewing Skills | Tuesday from 12:10pm - 1:10pm
Improvement Psychology | Thursday from 9:40am - 10:40am

Kelly Halseth

Provincial Lead, Forms Management, Alberta Health Services
Kelly Halseth hails from Donalda, Alberta, the lamp capital of the world (she did not make that up). The youngest of five children she answers to Kelly, Becky, Margaret, Kevin and Hey You. After completing her second undergraduate degree Ms. Halseth was forced to find gainful employment. A chance two-week contract in health care became a ten year passion for business improvement that shows no signs of abating. Rumor has it she can converse on topics not related to forms, process analysis or Brett Favre, but this theory remains largely unproven.

She does have a legitimate and very serious job as the Director, Forms Management & Printing Services for Alberta Health Services (AHS). Leading a team of very talented individuals, her program manages more than 80,000 forms in support of 110,000 staff, physicians and volunteers, who use more than 75 million paper forms each year. She holds a BA in English and a BSc in Biochemistry from the University of Calgary. During Symposium you'll find her either teaching a session, attending a session or, when there are no sessions; in the nearest pub.

Sessions at Symposium 2011:
PR04 Project Management | Monday from 9:00am - 4:00pm
Process Maps and Form Design: Making the Connection | Wednesday from 10:50am - 11:50am
Marketing Strategies for Forms Management | Thursday from 9:40am - 10:40am

Donna Hansen

Deputy Chief Information Officer, National Reconnaissance Office
In April 2010, Ms. Hansen was appointed as the National Reconnaissance Office's Deputy Chief Information Officer. Prior to her appointment, she had served as the Director of the Enterprise Architecture and Strategy Office in the NRO's Chief Information Office.

Prior to serving at NRO, Ms. Hansen held a variety of federal positions of increasing responsibility, providing engineering and information technology support to the foreign affairs and military communities. Ms. Hansen's recently held executive positions reflect a mix of IT strategic planning, IT program management, personnel management, technology implementation, and IT O&M experience.

Ms. Hansen graduated with a Bachelors of Science degree in Electrical Engineering from Louisiana State University in 1988, and a Masters of Science degree in Electrical Engineering from George Washington University in 1993. Before becoming a federal employee, Ms. Hansen worked as an electrical engineer on the research and development of leading edge radar and infrared search-and-track technology at GE Aerospace in Utica, New York. A native of Baton Rouge, Louisiana, Ms. Hansen presently resides in the Washington, DC metropolitan area with her husband and young daughter.

Sessions at Symposium 2011:
Keynote: Digital Signatures are the Key to Efficiency | Wednesday from 12:45pm - 1:15pm

Bill Hill

After 42 years, Mr. Hill retired from Washington State Employment after developing and managing Forms and Records programs for two state agencies. He holds a BA in Economics from the Washington State University. A long-time member of the NW Washington Chapter of BFMA, Mr. Hill has served on its board for 20 years. He has also served on the BFMA International Board of Directors as Region 1 VP, Director of Education and VP of Programs for over 10 years. Presently Mr. Hill is serving as the Forms Systems Certification Board Chair. In 2000, Mr. Hill received the BFMA Award of Excellence. He has taught extensively at study groups, chapter programs, institutes and BFMA Symposium.

Sessions at Symposium 2011:
Proofreading or Proof Reading | Wednesday from 2:55pm - 3:55pm

Jessica Kerr

Principal, Formulate Information Design
Jessica Kerr is Principal of Formulate Information Design, an Australian business providing form design consulting services to government agencies, companies and not-for-proft organisations.

Jessica has designed forms—in paper, on the desktop and on the web—for some of Australia's most influential organisations including Wesfarmers, SEEK, Origin Energy, GE Money, the Australian Prudential Regulation Authority and the Therapeutic Goods Administration. In 2010, an insurance quoting and purchasing interface that Jessica designed won the international Pegasystems "Customer Experience Transformation" award, beating many big names in the industry such as Zurich, American Insurance Group and ING.

Formulate's aim is to fix people's frustration by creating efficient, effective and user-friendly forms. Jessica's knowledge, skills and experience extends to all aspects of a form's design, including the way questions are asked, the layout of the form and the business process and workflow that surrounds it. As a speaker, Jessica aims to share this knowledge in a relaxed and tangible way.

Sessions at Symposium 2011:
Visual Perception and the Design of Forms | Tuesday from 3:00pm - 4:00pm
Questioning Questions | Wednesday from 9:40am - 10:40am

Ray Killam

President, Essociates
Ray H. Killam, CFSP, CFC is President of Essociates Group, Inc, a forms management consulting company. Ray is past-president of BFMA, is currently President Emeritus, and serves on the Past Presidents's Council and on the BFMA Education Foundation Board of Trustees. He was presented the Jo Warner Award in 2001. Ray holds a BBA-Economics from Washburn University, an MBA from George Mason University, and a Masters Certificate in eCommerce from Creighton University.

Sessions at Symposium 2011:
Main Stage Session: History of Forms Industry | Tuesday from 8:30am - 8:50am
Essociates Group Forms Management - Product Tutorial | Wednesday from 4:05pm - 5:05pm
Forms Analysis and Design | Thursday from 8:30am - 9:30am

Kelli Lozada Reese

Forms Management Lead, Federal Government/National Reconnaissance Office
Kelli Lozada Reese serves as the National Reconnaissance Office (NRO) Forms Management Program Lead. Since taking this position, she has initiated multiple process improvement initiatives. Mrs. Lozada Reese has been a driving force in investigating and accessing new forms management and workflow technologies. She has developed an agile program management methodology applicable to forms. She has built an overall stronger, more recognizable program throughout the NRO with a focus on branding and awareness.

For the last 15 years, Mrs. Lozada Reese has served in many government positions as a trainer, team member, or leader, bringing enthusiasm, expertise, and efficiencies to programs. She has a Bachelor of Arts in English from Stetson University.

Sessions at Symposium 2011:
Marketing Forms: How to Create a Buzz and Make Your Program Cool | Tuesday from 4:10pm - 5:10pm
Agile Driven | Wednesday from 8:30am - 9:30am

Darren Mathis

CEO of LincWare and developer of LincDoc
Mathis is a career software entrepreneur with more than a decade-long track record of identifying and implementing enterprise software solutions in an array of industry sectors.

Sessions at Symposium 2011:
Mobile eForms in the Enterprise | Wednesday from 9:40am - 10:40am

David Miller

Operations Director for Youth & Family Services in Rapid City, SD
Operations Director for Youth & Family Services in Rapid City, SD, and owner/operator of Information Systems Solutions, a provider of technology consulting and systems integration services. Holds BS degree in Electrical Engineering from South Dakota School of Mines and Technology and Master of Divinity degree from Asbury Theological Seminary. Brings insight from twenty years of experience designing and implementing information technology systems and directing IT operations. Holds AIIM Practitioner certifications in SharePoint, ECM, and BPM.

Sessions at Symposium 2011:
Super Session: The Forms Professional's Value in the Future - Panel Discussion | Tuesday from 9:10am - 9:55am

Angie Okamoto

Senior Technical Consultant, Avoka Technologies
Angie has been in the technology training industry for over eight years and is well known in the LiveCycle community. She has provided technology training and consulting to hundreds of businesses throughout the United States and is a frequent speaker for various business associations and technology events. She's an Adobe Certified Expert, an Adobe Certified Instructor and a Master Level Microsoft Office Specialist but it's the Adobe LiveCycle Enterprise Suite are the products she most enjoys teaching.

Sessions at Symposium 2011:
PR03 LiveCycle Designer - Beginner | Monday from 9:00am - 4:00pm
Should I use Adobe LiveCycle or Acrobat to Design my Forms? | Wednesday from 4:05pm - 5:05pm
PT01 LiveCycle Designer - Advanced | Thursday from 1:30pm - 4:30pm

Tony Olivero

Access Technology Specialist, National Federation of the Blind
Tony Olivero is an Access Technology Specialist with the National Federation of the Blind Access Technology Team. Tony is currently working towards his bachelor of Science in Computer and Information Systems at the University of Maryland University College. Before joining the Access Technology Team, he worked as an Information Systems Support Technician for the Wisconsin School for the Blind, a freelance small business IT consultant and blindness technology trainer, and a Resource Specialist (the official title for a position that involved IT and telephone systems, directly working with clients, and supervising service and fund-raising staff) at the Independent Living Center of Eastern Indiana.

In addition to his work with the Federation, Tony has been an active member of the organization for almost 10 years and has previously held leadership positions in the Wisconsin affiliate and national Student Division.

Sessions at Symposium 2011:
Keynote: Importance of Accessibility | Tuesday from 8:00am - 8:30am

Behdad Payami

VP of Operations, Cerenade
Behdad Payami is a software engineer with an extensive programming and development background. Mr. Payami co-founded Cerenade in 1992 and has since been instrumental in the development of a host of ground breaking electronic forms products. He has over 30 years experience in the IT sector and over 17 years dedicated to the electronic forms industry.

Sessions at Symposium 2011:
PR01 Free Workshop provided by Cerenade - Cerenade Enterprise Forms Management | Monday from 9:00am - 4:00pm
Visual E-Forms | Tuesday from 11:00am - 12:00pm
Cerenade Product Tutorial | Wednesday from 8:30am - 9:30am

Randy Popson

President, FSG Ltd.
Randy Popson, President of FSG Ltd. and 2008 Jo Warner award winner. Randy has over 18 years of experience in building software to simplify automating business processes. Randy has participated in BFMA activities for the past 18 years, been a presenter at the last 15 BFMA Symposiums, and is sharing his knowledge and insights with us again at the 2011 BFMA Symposium.

Sessions at Symposium 2011:
Migrating to Digital Processes that Support Mobile Platforms | Tuesday from 11:00am - 12:00pm
Product Tutorial: FSG Ltd. SCM2.0 Taking the Next Step | Wednesday from 9:40am - 10:40am
Super Session: Changes...A Perspective of What is in Store for the Forms Professional | Thursday from 10:50am - 11:20am

Alan Proctor

Federal Solutions, SpringCM
Alan Proctor leads federal solutions for SpringCM and has a career of experience working with forms to improve the effectiveness of commercial and government organizations. This experience includes 15 years as the CIO of the Federal Trade Commission, consulting and systems integration work with Booz Allen, and broad experience implementing technology solutions involving forms and cloud computing.

Sessions at Symposium 2011:
Super Session: The Forms Professional's Value in the Future - Panel Discussion | Tuesday from 9:10am - 9:55am
Leveraging the Cloud for Complete & Affordable Eforms Solutions | Tuesday from 12:10pm - 1:10pm

James Quigley

CEO & Co-Founder, Canvas
Jim is an award winning mobile and wireless solution executive. Prior to founding Canvas, Jim was V.P and Managing Director of Enterprise Wireless Solutions for VeriSign. Jim has also held wireless leadership roles within Aether Systems (the first major BlackBerry re-seller), Orbcomm, and Peak Technologies (R.R. Donnelley). Jim has also held roles within United Technologies and Transamerica.

Jim was named as of the top 20 executives in his field by the World Supply Chain Forum / Chief Logistics Officer Magazine, He has also won the prestigious Motorola Wireless Solution of the Year award.

Jim is a graduate of the United States Merchant Marine Academy and a former U.S. Naval Officer.

Sessions at Symposium 2011:
Main Stage Session: Current to Future State of Forms | Tuesday from 8:50am - 9:10am
Forms 2.0 - From Ink to iPad | Wednesday from 2:55pm - 3:55pm

David Record

State - Office of Directives Management
David Record joined the Department of State's Forms Team in August 2009 as a consultant from Geneva Software Inc. His initial project was to assist with the Department's 508 compliance project. Once this project was completed, he transitioned to developing dynamic forms, and is a key player in moving the Department of State into incorporating automated forms. He has also been involved with the establishment of a training program, and modernization of the Department's Form Standards and Operating Procedures.

Sessions at Symposium 2011:
Pulling it all Together - Leveraging from our e-Forms Investment | Tuesday from 4:10pm - 5:10pm
Developing a Comprehensive Training Program for Form Designers | Thursday from 9:40am - 10:40am

Paul Showalter

Senior Publishing Specialist, Internal Revenue Service, Washington DC
Paul Showalter specializing in forms management and design. He also manages the IRS's electronic database of published products. He currently serves as the publisher of the IRS Tax Products DVD and as a gatekeeper for the Publishing Division web site, where his responsibilities include the creation and management of electronic forms and documents that are electronically distributed to the world. He specializes in the conversion of paper forms to intelligent electronic forms. Showalter, a graduate of Rochester Institute of Technology, has presented at XPLOR, BFMA (Business Forms Management Association), AIIM, Seybold Seminars, and numerous PDF Conferences. He was the 2002 Innovator in eGovernment Honoree at FOSE and BFMA's International Member of the Year in 2005.

Sessions at Symposium 2011:
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 1 | Wednesday from 1:45pm - 2:45pm
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 2 | Wednesday from 2:55pm - 3:55pm

Todd Stark

Proactive Performance Solutions, Inc.
Todd Stark is a computer expert and Microsoft Certified Professional. He specializes in the use of software to facilitate data gathering, problem solving, and decision making processes in groups to automate business processes.

Mr. Stark has designed and implemented forms and collaborative software solutions using Microsoft SharePoint technology since 2001, and prior to that for two decades using other technologies. He has experience helping clients solve complex process and technology problems in a wide range of fields including healthcare, pharmaceutical, radar pattern analysis, petrochemical, robotics, manufacturing, satellite, process control, steam and nuclear power, information technology, and legal industries.

Through his engineering, consulting, analysis, and problem solving skills, Mr. Stark has helped develop control system software for nuclear power plants, was instrumental in deploying the TDRS Satellite Ground Station for NASA, served as a webmaster for a major petrochemical corporation, developed a revolutionary portal framework for collaboration in law firms, and guided the successful deployment of a project management and document sharing portal for a well-known Philadelphia hospital. Mr. Stark developed an Incident Tracking system based on InfoPath forms, SharePoint, and custom workflows for a rehabilitation hospital. He delivered popular presentations on "Secrets of Successful SharePoint Deployment" based on his consulting experiences, designed a SharePoint portal for performing root cause analysis in groups and has helped dozens of clients get off on the right foot with new collaboration technologies.

Mr. Stark is a full-service consultant known among his peers as a near-fanatic about careful, accurate documentation and ongoing improvement of reusable methodologies. His solutions typically include problem analysis, form design, project planning, technology design, technology customization, technology deployment, user and operator training, documentation, and support. This wide range of skills and experience allows Mr. Stark to effectively tailor general purpose highly maintainable solutions to the specific needs of his clients, without them having to depend on further consulting after the engagement.

Supporting Mr. Stark is a team of other computer experts at Proactive Performance Solutions, Inc. (a Microsoft Gold Certified Partner) with different areas of specialization, such as: network infrastructure, database technology, form and workflow development, CRM-based solutions, business process, project management, security, and software development. Together with his teammates at Proactive, he provides effective, high-quality, easy-to-use, highly maintainable solutions that his clients can depend on for years.

Sessions at Symposium 2011:
Building Blocks of an InfoPath 2010 Form | Wednesday from 10:50am - 11:50am
PT04 The Power of InfoPath 2010 Functionalities | Thursday from 1:30pm to 4:30pm

Eric Stein

Principal, Proactive Performance Solutions, Inc.
Eric Stein is a principal of Proactive Performance Solutions, Inc. As Vice President of Sales and Services, Eric is responsible for both Sales and Marketing and has consistently met revenue targets. Key to this success is developing strategic partner relationships. In addition to being a Microsoft Gold Certified Partner, for example, Proactive is also a Microsoft Managed Partner working directly with Microsoft on a number of key initiatives.

Eric started his IT career as a Field Service Engineer at Digital Equipment Corporation, moving quickly to Software Engineering where he developed a number of business- critical customer applications. During his twenty year career at Digital, Eric's final role was that of a Senior Account Executive in Sales and Marketing.

Early in his IT career Eric became extremely interested in Collaborative computing. As a member of a Digital Global account team, he held a lead role for Workgroup solutions. As IT technologies and business needs have changed, Eric has stayed very involved in Collaborative workflow-based computing solutions.

In his role at Proactive, Eric is also responsible for Services including identification of strategic directions and developing new business development initiatives. In 2001, Microsoft launched a new technology solution, SharePoint, a Collaborative Portal technology. Eric was instrumental in Proactive taking a lead in delivering SharePoint Consulting Services. Proactive is now seen as one of the leaders in delivering SharePoint consulting, and its Portal practice delivers a full suite of Business collaboration and workflow solutions. Electronic forms are a key component for these solutions. Eric is currently moving Proactive to the next wave of solutions based on 'Cloud Computing', which will allow customers to invest less in computing infrastructure and more in business solutions.

Sessions at Symposium 2011:
Building Blocks of an InfoPath 2010 Form | Wednesday from 10:50am to 11:50am

Margaret Tassin

President, Forms Doc, LLC
Margaret Tassin, CFSP, CDC, is president of Forms Doc, LLC., She was previously the manager of forms, records and information management for Pennzoil-Quaker State Company, where she initiated its forms automation project. She has been an active member of BFMA since 1982. Ms. Tassin has chaired BFMA's Form System Certification Board. She was one of the four initial inductees into Business Document's End User Hall of Fame. At the 1997 Symposium, Ms. Tassin was presented with the Award of Excellence, one of BFMA's most prestigious honors.

Sessions at Symposium 2011:
Forms Control: The Heart of Forms Management | Tuesday from 11:00am - 12:00pm
Developing Error Analysis for Forms | Wednesday from 1:45pm - 2:45pm

J.P. Terry

CEO, SmartDoc Technologies
J.P. Terry is the CEO of SmartDoc Technologies, a leading consultant in the field of intelligent document solutions with offices in NY, NJ, and Beijing, China.. SmartDoc specializes in LiveCycle and has developed paperless solutions for Fidelity Investments, Merrill Lynch, and Citigroup. J.P. often writes and speaks about dynamic PDF and is the author of Creating Dynamic Forms with Adobe LiveCycle Designer (Adobe Press, 2007) and Paperless: Real-World Solutions with Adobe Technology (Adobe Press, 2010). Prior to SmartDoc Technologies, J.P. founded BrandWizard Technologies, a division of Omnicom (OMC), and was the CEO of BrandWizard from 2000 until 2005.

Sessions at Symposium 2011:
Business Forms on the Apple iPad | Tuesday from 3:00pm - 4:00pm

Howard Treisman

CTO, Avoka Technologies
Howard Treisman is a founder and CTO of Avoka Technologies, a company specializing in building forms and form-related systems using Adobe Technologies. Howard graduated as a Electrical Engineer, and has spent most of his career trying to help organizations save money and time through the use of creative and innovative software solutions.

Sessions at Symposium 2011:
Super Session: The Forms Professional's Value in the Future - Panel Discussion | Tuesday from 9:10am - 9:55am
Enabling Occasionally Connected Mobile Field Workers Using Interactive SmartForms | Tuesday from 4:10pm - 5:10pm
How SmartForms Enabled Australian Voter Registration | Wednesday from 10:50am - 11:50am
Avoka Form Factory Product Overview | Wednesday from 1:45pm - 2:45pm

Casey Tricarico

Information Management Officer, National Reconnaissance Office
Casey Tricarico serves as the National Reconnaissance Office (NRO) Forms Management Program Associate Lead. Since taking this position, she has helped to initiate multiple process improvement initiatives. Mrs. Tricarico has been a driving factor in the customer service aspects of the NRO Forms Management Program. She has worked alongside hundreds of forms owners to implement a forms design process, and to bring all forms into compliancy. She also has revised every form in need of a change and kept the NRO workforce apprised of the new versions.

Mrs. Tricarico graduated Virginia Tech with a Bachelor's of Science and for the last 10 years, has served in many information management type positions as a trainer, team leader, or business consultant, bringing enthusiasm, expertise, and efficiencies to programs.

Sessions at Symposium 2011:
Going Green While Making Forms Clean | Wednesday from 4:05pm - 5:05pm

Benjamin Walsh

Forms Practice Manager, Avoka Technologies
Ben is the forms practice manager at Avoka Technologies. With customers in the USA, Europe and Australia, Avoka Technologies is a leading provider of customer engagement solutions based on the Adobe LiveCycle ES platform and Adobe Flex.

Ben is a certified Adobe trainer with 12 years technical consulting experience. He is an Adobe LiveCycle Designer specialist who regularly contributes to the community through blogs, forums and speaking at conferences.

Sessions at Symposium 2011:
PDF Scripting for Dummies | Wednesday from 4:05pm - 5:05pm
PT01 PDF Script-Off | Thursday from 1:30pm - 4:30pm

Nigel Walsh

Senior Software Engineer, Department of State - Office of Directives Management
Mr. Nigel Walsh works for Geneva Software Inc. and is currently assigned to the U.S. Department of State. Mr. Walsh has over 33 years of experience in the Information Technology field and has held a wide variety of positions, consulting for a wide variety of industries. Mr. Walsh is a knowledgeable and experienced MS Office/VBA and SQL database application developer with an extensive track record of successfully implementing complex technical projects.

Mr. Walsh re-engineered the Business Matrix application for the U.S. Department of State, Office of Directives Management, which he currently maintains and supports. The Business Matrix is developed in MS Access/VBA and supports workflows for five distinct but interrelated business lines. Additionally, Mr. Walsh has developed several database applications to support the transfer of data between e-Forms and other application/platforms.

Sessions at Symposium 2011:
Managing our Business - Directives Business Matrix | Tuesday from 11:00am - 12:00pm

Steve Weissman

Executive Director, Holly Group
Steve Weissman has been helping people work better and work better together for more than 20 years. A respected industry analyst and consultant in the forms, workflow, and information delivery spaces, he is regarded for his strong business sense, marketing savvy, and innate ability to pinpoint critical success factors. A dynamic public speaker, his populist style and flair for the dramatic regularly 'wows' audiences at industry events of all kinds. Publisher of several significant research studies on e-forms adoption, he is an ongoing resource for such diverse media outlets as Business Week, DOCUMENT magazine, World Business Review, and Entertainment Tonight.

Sessions at Symposium 2011:
E-Forms & Job Security: Joined at the HIPAA (and Other Compliance Imperatives) | Wednesday from 9:40am - 10:40am

Maureen Whitsett

Assistant Program Manager, Department of State - Office of Directives Management
Maureen Whitsett is the Acting Forms Manager for the Department of State's Forms Program. Maureen has over ten years of service with the Federal Government, first working for the Department of Commerce and most recently with the Department of State, Office of Directives Management. As the Forms Manager, she is responsible for ensuring that a premier forms program is designed and delivered worldwide. As technology changes, Maureen is leading the way with implementing new services and programs to meet the Department's ever evolving requirements: such as: e-Forms Workflow, Information Sharing, eSignature and Group Mailboxes. In this capacity, she is responsible for incorporating best practices and project management for major forms projects. In 2009, Maureen completed the intense Department of State's Executive Leadership Program which has heightened her management skills.

Sessions at Symposium 2011:
It's about the 3 Ps - Policy, People and Products | Tuesday from 12:10pm - 1:10pm
Developing a Comprehensive Training Program for Form Designers | Thursday from 9:40am - 10:40am

Oliver Wischmeyer

Director, Form Services, MetLife
Oliver has been with MetLife for 31 years, 20 in sales and sales management and 11 in his current role managing the eForms group. In this role he is responsible for forms design, intelligent forms, and a website that provides access to the over 13,000 forms MetLife has. Oliver received his CFSP designation in November 2008. Oliver lives in Easton, Pennsylvania with his wife Stella.

Sessions at Symposium 2011:
Super Session: The Forms Professional's Value in the Future - Panel Discussion | Tuesday from 9:10am - 9:55am
The Financial Value of Forms Design | Thursday from 9:40am - 10:40am

Barbara Ying

Senior Publishing Specialist, Internal Revenue Service, Washington DC
Barbara Ying is a Senior Printing Specialist with the Publishing Division at the Internal Revenue Service. She is currently working as the leader for accessibility on the XML-enabled Tax Forms Integrated Process Team which is working to efficiently combine electronic forms and XML data. During her career at IRS, Ms. Ying has worked with several of the Publishing computer systems in the critical roles of liaison between users and developers, requirements development, user support and application administration. In addition to her time at IRS, Ms. Ying ran her own business while living for a short while in New Mexico. Ms. Ying has a Bachelor of Science in Printing Technology and Management from Rochester Institute of Technology.

Sessions at Symposium 2011:
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 1 | Wednesday from 1:45pm - 2:45pm
IRS and the Land of the eForm (or Nightmare on eForm Street) Part 2 | Wednesday from 2:55pm - 3:55pm

more Calendar

11/6/2014
Strategic Forms in the Insurance Industry

11/18/2014
Webinar: Goldfish, Clear Communications and LUNAtics?

5/12/2015 » 5/14/2015
BFMA 2015 Conference

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