Search
Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Register
Community Search
2015 BFMA / DOCUMENT Strategy Forum: 2015 Schedule
Share |

BFMA / DOCUMENT Strategy Forum - Schedule

<

Overview | Schedule | Special Events | Travel | Exhibitors

Hyatt Regency Greenwich
1800 East Putnam Avenue
Old Greenwich, CT 06870
203.637.1234

 

BFMA will be providing two educational tracks - Forms Management, Data Collection / Mobile Solutions / Technology

*The sessions listed below are subject to change.

FORMS MANAGEMENT / DESIGN (F)
Forms management involves cost-benefit analysis, consultation, project management, and environmental and safety awareness. Forms administration involves version control, identification and filing systems, software distribution, warehousing, standards, operating procedures, obsolescence, forms repositories, business continuity, procurement, and inventory management. Design and development includes graphics, use of color, typography, plain language, and user interfaces, manufacturing considerations, printing specifications, field formatting, masks, data validation, and development specifications. Process and workflow involves assessment of objectives and project scope, fact finding, data organization, analysis, solution development, recommendations, implementation, follow-up and evaluation.

 

TECHNOLOGY/MOBILE SOLUTIONS (M)
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. Mobile technology and solutions include store, access, create, allow to modify, organize, or otherwise manipulate data in various forms from a location without being required to be tethered to any particular location.

  

 
CONTENT AUTHORING

DOCUMENT CREATION

DOCUMENT DELIVERY
& INBOUND COMMUNICATION

STORAGE & RETENTION

INFORMATION MANAGEMENT

FORMS MANAGEMENT

TECHNOLOGY / MOBILE SOLUTIONS
TUESDAY, MAY 12
8:00a-
8:50a
KP101
KEYNOTE PANEL:
Paradigm Shift: Leveraging Next-Generation Content Strategies to Deliver Superior Customer Experiences
Moderated by Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA; Roger Cope, American Honda Finance; Gerald Edwards, EmblemHealth;
Jess Harman, Phillips 66; and Lynnette Sorensen, State Farm
9:00a-
9:50a
CA102

PRESENTATION: Maintaining Brand Consistency Standards Across Channels
Presented by Jeffrey Doyle, HP Exstream
DC202

QUICKFIRE: Communicating to Generation
Y and Z:
Your Future, Your Business
Presented by
Mandi McCoy,
DST Customer Communications

DI302

QUICKFIRE: Managing Customers' Delivery Preferences while Meeting Compliance Regulations
Presented by David Ewell, Oracle
SR402

POWER SESSION
- Part 1:

The Ever-Increasing Appetite for Storage: Implementation, Migrating & De-Duplication Technologies
IM502

PANEL:
The Path to an Effective Information Strategy
Panelists: Rod Masney, Owens-Illinois; Vince Boccieri, Salt River Project; Chris Cotteleer, Schumacher Group; John Biske, Fidelity Investments & Moderated by
Joe Shepley, Doculabs
FM602
CUT IT OUT! How to Eliminate Bloat, Cost, and Complexity from Your Customer Communications ...and Replace Jargon with Plain Language
TM702
PDF Forms are Dead
10:00a-
10:50a
CA103

PANEL:
Collaboration Tools for Authoring
and the Review/Approval Process
Panelists: Jeffrey Doyle, HP Exstream; Scott Draeger, GMC Software Technology & Moderated by Richard Medina, Doculabs & Moderated by Richard Medina, Doculabs
DC203

ANALYST ADDRESS:
Document Capture in the Digital Age: Prosperity or Bust?
Presented by Ron Glaz, IDC
DI303

CAMPFIRE:
Security and Protecting Data
Moderated by Steven Bonafonte, Pullman &
Comley Roger
SR403

POWER SESSION
- PART 2:

Do All these Millions of Documents Need to be Available for Disaster Recovery?
IM503

PANEL:
Information Management Program Design and Implementation
Panelists: Lauren Barnes, Credit Suisse; Bruce Berberich, GE Capital; Jess Harman, Phillips 66; Gabe Martinez, Cisco & Moderated by
Joe Shepley, Doculabs

FM603

Forms Control:  Automating the Processes

 

TM703
Going Mobile:  Integrating Paperless Communications into Mission-Critical Business Processes
11:00a-
11:50a
CA104

PRESENTATION: Utilizing Existing Applications or Systems Across Business Units
Presented by Steven O'Neal, ISIS Papyrus Software
DC204

CASE STUDY
:
Building Documented Processes of Template Libraries/Repositories, Owners and Librarians
Presented by Dawn Hunter, Nationwide Insurance
DI304

CASE STUDY:
Intelligently Indexing Data
Presented by Alex Colic, TD Bank
SR404

CAMPFIRE:
Getting Stakeholders
to Destroy Documents
Moderated by Tom Serven, State Street
IM504

PANEL:
Effective
Business Case Development
Panelists: James Watson, Doculabs; Thad Scarrow, Nationwide Insurance; Ankur Laroia, Noah Consulting; & Moderated by Joe Shepley, Doculabs

FM604
CAMPFIRE

Forms - the Secret Weapon for Creating Efficiencies and Cutting Costs

TM704
Using Adobe Acrobat to Enhance Collaboration and Productivity
12:00p-
12:50p
CA105

CASE STUDY: Customer Experience or Cost Reduction: What Should Be the Focus of Your Digital Journey?
Presented by
Nic Sheen, Communisis
DC205

POWER PANEL
- PART 1:

Funding IT Support Beyond "Lights On" Functionality
Moderated by
Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA;
Gerald Edwards, EmblemHealth;
Fred Kam, UBS Financial Services; Katerina Styers, CUNA Mutual Group
DI305

CAMPFIRE:
How to Optimize Your OCR and ICR Capabilities for Multiple Channels
Moderated by Dr. Paz Kahana, CharacTell
SR405

PANEL:
Storage Technologies: Long-Term vs. Short-Term, Offline Archive vs. Online
Moderated by Richard Medina, Doculabs
IM505

PANEL:
Process Improvement through Information Management
Panelists: Kebba Ceesay, McCormick Spice; Jackson Chin, Wells Fargo; Ankur Laroia, Noah Consulting & Moderated by Joe Shepley, Doculabs
FM605
Aligning Forms with the Business Process it Supports
TM705
Strategic Forms - Getting the Big Picture, Why a Good Forms Process means Happy Customers
1:00p-
2:00p
NETWORKING BUFFET LUNCHEON
2:00p-
2:50p
CA106

CAMPFIRE:
Managing Regulation Changes & Complex Business Rules that Require Time, People and Prioritization
Moderated by Roger Cope, American Honda Finance Corporation
DC206

POWER PANEL - PART 2:
Building a Solid Business Case for Consolidation of Composition Tools
Moderated by
Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA;
Gerald Edwards, EmblemHealth;
Fred Kam, UBS Financial Services; Katerina Styers, CUNA Mutual Group
DI306

QUICKFIRE:
Changes to E-Delivery & How to Overcome Challenges
Presented by Chris Johnson, Inlet
SR406

PRESENTATION:
Managing Search Across Extremely Large Repositories
Presented by Frank Minicucci, Earley & Associates
IM506

Smarter Information Management
Presented by Michael Rosenblatt, Genentech/Roche & Moderated by Joe Shepley, Doculabs
FM606
Workshop:  Plain Language - Take Your Writing from Villainous to Heroic
TM706
Applications to Address Business Processes
3:00p-
3:50p
CA107
PANEL:
Workflow Systems To Eliminate Manual Processes
DC207

QUICKFIRE:
Different Design Formats of Documents for Multi-Channel Delivery
Presented by Tom Roberts, Doculabs
DI307

CAMPFIRE:
How to Run a Modern Business with Customers that Are Still Holding on to Archaic Technologies
Moderated by Lynnette Sorensen,
State Farm
SR407

CASE STUDY:
Destruction of Electronic Documents vs. Physical Destruction
Presented by Priscilla Emery, ECM Scope
IM507

ANALYST ADDRESS:
State of the Market: Cloud and SaaS Content Management
Presented by
Alan Pelz-Sharpe, 451 Research
FM607
Understanding Business Processes
TM707
Connecting Forms to Databases - LiveCycle
4:00p-
5:30p
NR101
Meet & Greet Networking Reception
WEDNESDAY, MAY 13
9:00a-
9:50a
KY201 KEYNOTE: TBA
10:00a-
10:50a
CA108

CASE STUDY: Document Composition and Output Management: A Center of Excellence Roadmap
Presented by Billy Rochester, UnitedHealthcare
DC208

PRESENTATION:
How to Integrate Paperless Communication into the Normal Process & Standard Formats for Automation
Presented by Dan Beery, RR Donnelley
DI308

PRESENTATION: Managing Content in Different Channels
Presented by
Tom Ferrazzano, TWF Consultants & Ken Bechard, Novitex
SR408

PRESENTATION: Considering Standards-Based Technology: IS0 Standardization of PDF for Electronic Document Management
Presented by Duff Johnson, PDF Association
IM508

PANEL:
Best Practices in Managing Email Retention
Presented by David Kaplan, Fidelity Investments & Moderated by James Watson, Doculabs
FM608
Project Management for Forms Management
TM708
Navigate Customer Communication Expectations in the 2015 and Beyond
11:00a-11:50a CA109

CASE STUDY: Centralized Content Management to Govern Different Media Types and Channels
Presented by Ellen Pedersen, TIAA-CREF
DC209

CAMPFIRE: Collaborating and Building a Sophisticated Staff that Combines IT and Document Design
Moderated by Lynnette Sorensen, State Farm & Mike Kramer, USAA
DI309

ANALYST ADDRESS:
The State of
the Document Industry
Presented by Craig Le Clair, Forrester Research
SR409 / IM509

MEGA PANEL:
Automating Records Storage, Retrieval and Purge Process
Panelists: Jess Harman, Phillips 66; Ryan Zilm, Newfield & Moderated by Joe Shepley, Doculabs

FM609
CAMPFIRE

Demonstrating the Forms Professional's Value

TM709
Mobile Forms:  Apps in Disguise
12:00p-12:50p CA110

PRESENTATION: Design for Multi-Channel Communications
Presented by Scott Draeger, GMC Software Technology
DC210

CAMPFIRE:
Partnering with
Other Parts of the Organization to Identify and Build Common Capabilities
Moderated by
Mark Still, USAA
DI310

CAMPFIRE:
How to Reduce Costs in Fulfillment-Heavy Industries
Moderated by Mark Blazek, USAA &
Gerald Edwards, EmblemHealth
SR410

ANALYST ADDRESS:
The Customer Journey Landscape: The Customer Communications Management Continuum
Presented by Kaspar Roos, InfoTrends
IM510

PANEL:
Managing Information Risk
Panelists: Chris Cotteleer, Schumacher Group; Paul Eisenmann, Liberty Mutual Insurance; James Merrifield, Robinson+Cole & Moderated by
Joe Shepley, Doculabs

FM610
Marketing in Forms Management
TM710
Designing Mobile Forms
1:00p-
2:00p
NL201
Networking Lunch
2:00p-
6:00p
Exhibit Hall & Cocktail Networking Reception
THURSDAY, MAY 14
9:00a-
10:15a
BK301
BREAKFAST KEYNOTE:
TBA
10:30a-
12:30p
WG101
Working Group: Executing the Document Strategy
WG 201
Working Group: The Insourcing vs. Outsourcing Decision Matrix
WG301
Working Group: Defining a Common Language for Document & Forms Management
Facilitated by Mike Kramer, USAA; Dan Lopez, USAA & Robin Miller, BFMA
WG401
Working Group: Calculating Return on Investment on Information Governance/Information Management Programs
Facilitated by Jess Harman, Phillips 66 & Joe Shepley, Doculabs
AB501
Analyst Vendor Briefing

 

 

more Calendar

1/5/2017 » 12/29/2017
Best Practices in Forms Management

1/17/2017 » 5/9/2017
Forms Training Online

5/1/2017 » 5/3/2017
2017 Annual Conference

Featured Members
Association Management Software Powered by YourMembership  ::  Legal