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2018 BFMA ANNUAL CONFERENCE/DOCUMENT Strategy Forum: Sessions May 22
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May 21 - 23, 2018

Overview | Conference PackagesSpeakers | Special Events | Travel | Exhibitors  

 
           

 

Time 

 

Forms Management (500s)

       

 

Forms Technology Solutions (600s)

8:30am - 9:20am

 

506   Forms Management Evolution to Records, Information Governance and Beyond

Presenter: Sandy Serkes

Join Sandra Serkes, CEO & President of Valora Technologies, for an in-depth discussion about the crucial intersection between forms and the information they contain, when they meet Records Management and Information Governance initiatives.  You will learn: 

  • When does a form become an official record?  Why?
  • What happens to records over time?
  • What can we do in the creation and management of forms to assist workflow and processes down the line?
  • How do forms join other document types to become systems of record?
  • What is Information Governance and how do forms fit in?
  • Are forms basically information repositories?
  • Introduction to AutoClassification – how does machine learning automatically derive information from forms?  Why do organizations need this?
  • What’s the future for forms, information and document management?
          

606  Accessibility in PDF Forms from Design to Deployment 

Presenter: Jeanne Petty
This session will talk about design and tagging strategies for producing 508 compliant forms including rules for design, best practices in fielding forms and how to remediate common problems with the tags output by Word, InDesign and Acrobat.  It will also explore the differences between meeting legal requirements for compliance and producing a genuinely useful and accessible product and touch on accessibility in XFA forms.

9:30am - 10:20am  

507    Forms as Compliance Controls

Presenter: Dustin Borklund CFC, CCEP
Does your company's Chief Compliance Officer know what you do every day as a Forms Professional to protect the company? This session will give you the tools and insight you need to promote your forms program as a necessary component of a Compliance Management System. The session will also give examples of a few public compliance failures, and we will discuss ways a Forms Professional could have prevented them.

         

607  Building a Case for Paperless with ROI

Presenter: Jeff Carta
Manually processing paper-based approval requests can take days or weeks and make a dent in your organization's bottom line. Such delays prevent the timely completion of approval processes, preventing your organization from taking advantage of early payment discounts and other savings. There’s a better way: replacing slow and costly manual, paper-based processes with fast, efficient and electronic ones. Learn how to figure an ROI to get to the better way.

10:30am - 11:20pm  

508   Forms: The “Service Area” of the Customer Journey

Presenter: Mary Hegarty

As a child, journeys meant rides in the family station wagon. That meant a stop at a "rest area,” sitting at a dirty picnic table, soggy sandwiches, no facilities, no directions.  With the advent of fast food came the "service center." A place to grab a quick bite, get some directions and go! Your forms processes should provide the same benefits. This session will help you start the journey to making them more like a service center.  
         

608   Making Your Database Work for You

Presenter: Margaret Tassin CFC, CFSP

First, a good forms management database keeps all your information in a way that is organized and easy to use.  Second, it should be able to help you improve your management reporting and get the resources you need to do the work a well-run forms program deserves.  You can also use your database to automate some forms management functions.  Find out how a database can revolutionize the way your department operates. 

 

    11:30pm - 2:30pm - Bite & Biz Exhibit Floor Lunch

 

 

    2:45pm - 3:45pm - Closing Keynote
 

 

    4:00pm - 5:30pm - The Atrium Reception

 

 

    5:45pm - 7:30pm - Incoming Board of Directors Meeting

 

 

    

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