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2017 BFMA ANNUAL CONFERENCE / DOCUMENT Strategy Forum: Sessions
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May 1 - 3, 2017

Overview | Conference Packages | Getting Approved | Tracks | Speakers | Special Events | Travel | Exhibitors  

*Sessions listed below are subject to change.

 Sunday April 30, 2017 (Pre-Conference Event)

Chicago Architecture Twilight River Cruise - 7:30pm – 9:00pm


 Monday May 1, 2017

501    Introducing the New BFMA Body of Knowledge and Certificate Program

Presenter: Margaret Tassin, CFSP, CDC
Time: 10:00am - 10:50am

BFMA has recently adopted a new body of knowledge that will drive BFMA education into the future, including certificate programs for: Forms Development, Forms Analysis, Forms Control, Program Management, and Forms Management Specialist designation.  This session will touch on the ten essential sections of knowledge, and the new BFMA certificate programs and the BOK.


601    TBA


Time: 10:00am - 10:50am



502   Part 1 of "Forms Professional or Typesetter?  Which are you?"

Presenter: Bet Morash
Time: 11:00am - 11:50am

In this session, you will be introduced to the framework for the Business Forms Analysis function – one part of the new BFMA Forms Management Book of Knowledge (BoK).  Using the BoK, we will work on bringing out your inner analyst by examining 13 basic elements, such as business analysis, cost-benefit & risk analysis and procedure writing.


602   Transitioning from XFA-based PDF Forms to Cross-Channel Forms

Presenter: Rajesh R. Kandasamy
Time: 11:00am - 11:50am

What do you do with the hundreds and thousands of fillable and dynamic XFA-based PDF forms your company or agency built using Adobe LiveCycle Designer tool? Why are they not working even on desktop browsers? In this session, you will understand how forms have evolved from the good old fashioned postscript based print and fill forms to the more sophisticated forms that can adapt to various devices and user responses.
In this session:

– Understand the different options available to move forward and embrace the digital transformation
– Learn how to leverage your existing PDF form templates and transition them to a user-and-device-friendly cross channel form delivery.
– Learn how the digital transformation is changing the skill set required and the way you design a form or approach a form design.


12:00pm-1:00pm - Networking Lunch:  Guess Who's Coming to Lunch?



503    Forms Management Governance

Presenter: Ray Killam, CFSP, CFC
Time: 1:00pm - 1:50pm

"If you don't know where you are going, any road will take you there." This rings true in forms management and underscores the need for developing a comprehensive strategy.

This session describes the scope, mission, vision, values and policies of a forms management program, internal and external relationships, and roles of Forms Committee, Coordinators and Owners. 


603    Implementing A Forms portal                         Presenter:

Time: 1:00pm -1:50pm                                                                                                                                                 


504    Everyone Collects Data - But How Do You Communicate It?

Presenter: Leslie Peterson, CFSP,
Time: 2:00pm - 2:50pm

Whether it’s called data collection, forms, communication, or work-flow, you need to know this.

We’ll cover selling your services within your enterprise, and the importance of knowing “what” you are communicating and “why”.

We’ll touch on service techniques to cross-functional team participation and anywhere from gathering, promoting, and delivering to compliance/legislative/policies.


604    TBA

Time: 2:00pm - 2:50pm


505/605   Forms Management Mentoring Session

Open Discussion, Successes and Lessons Learned/Networking

Time: 3:00pm - 3:50pm




 4:00pm - 6:00pm - Triple D Reception – Demo + Date + Drinks Reception



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