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2011 Pre and Post Conference Sessions
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Symposium Baltimore – Pre-Conference and Post-Conference Session Descriptions

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

Follow Symposium News on Twitter #bfmaS2011.

*The sessions listed below are subject to change.

Pre-Conference Sessions | Monday May 16 from 9:00am - 4:00pm

PR01 Cerenade Enterprise Forms Management
Free Workshop Provided by Cerenade
Lunch Break from 12:00pm -1:00pm (Lunch Not Included)
Presenter: Behdad Payami

Learn how an industry-grade Enterprise Forms Management system from Cerenade helps you eliminate tedious, paper-based processes that waste time and money by transforming them into automated process-driven E-Forms.

Join us for a free workshop, where you will learn how an Enterprise Forms Management system from Cerenade will help your organization improve productivity through implementation of an enetrprise-wide e-forms solution at a fraction of the time and cost.

Cerenade combines comprehensive enterprise forms management (EFM) functionality with flexible business process management (BPM) tools to both manage and process information.

With Cerenade, all of your company's information—captured via e-forms—resides in a secure, centralized repository. Cerenade Workflow, a sophisticated BPM tool built on Microsoft Workflow Foundation, then automates your content-based business processes to ensure that they are performed accurately and efficiently.

Since 1995, Cerenade has helped hundreds of organizations import entire libraries of PDF, FormFlow, OmniForm, Shana and paper forms to Cerenade e-forms, increase productivity, and provide better service. Attend this workshop to learn how Cerenade will help you:

  • Get Cerenade Enterprise Forms Management up and running in less than a week.
  • Import your existing library of forms to Cerenade.
  • Create custom applications and add-ons using Cerenade Toolkit (ActiveX, Web Services and .NET components.)
  • Automate collaborative business processes such as travel & expense, timesheet, employee performance review, loan applications, contract management and many others using Cerenade Workflow.
  • Auto-populate e-forms from external data sources.
  • Design once and deploy to many platforms, including iPhone and iPad.
  • Make your e-forms Accessible.

Cancelled - PR02 AIIM Business Process Management (BPM) Practitioner Certificate Course

PR03 LiveCycle Designer - Beginner
Presenter: Angie Okamoto
Lunch Served from 12:00pm - 1:00pm


In this session, we will begin with the basic tools of Designer, exploring the form components in the standard library as well as create our own in the custom library. Learn design tips and tricks while avoiding common design problems. Discussion around how static form design compares to dynamic form design will be included as well as Tab-order, Importing from Word or Existing PDF files, Action Builder, Alignment and Layout Techniques, Tables, Basic Math Calculations with Scripting, Master Pages, and Multiple Page Layouts.

This session will also discuss techniques that enable you to add intelligence to your form and to create dynamic layouts that react to the data or to user interactions.

This is a hands-on course. A Laptop is required with LiveCycle. LiveCycle version 9.0 is preferable which is included with Acrobat X but all versions of designer will be addressed. Laptops are available for rent. Please contact BFMA to rent a laptop for the course.

PR04 Project Management
Presenter: Diane Darling & Kelly Halseth
Lunch Served from 12:00pm - 1:00pm


Forms management and business analysis activities encompass both macro and micro business activities; from implementing an organization-wide eForms framework to conducting detailed process analysis of a single form. How do you manage 'projects' of such contrasting scope?

Two different programs, one American and one Canadian, one high-level government and the other healthcare, have each discovered that applying project management techniques within their operations have provided a practical and successful framework for managing diverse forms systems projects. In this fun-filled workshop you will learn that project management tools and methods are highly adaptable and very effective when applied in a forms environment.

Throughout this session participants will explore proven best practices for defining, planning, organizing and executing a project and how to apply them to your forms program: from the mini-projects to the major initiatives. The learning materials and interactive exercises will provide learners with hands-on experience using the project management and business analysis tools and methodologies needed to properly define, plan, manage and successfully implement a project. Special emphasis will be given to understanding the project management triangle (sometimes called the Triple Constraint) and the importance of the planning stages; key up-front efforts to clearly define the project scope, strategic value and expected results. Throughout the day, participants can expect to encounter and apply widely recognized project management techniques, tools and templates. A comprehensive learning guide and collection of reusable templates will be provided.


Post-Conference Sessions | Thursday May 19 from 1:30pm - 4:30pm

PT01 LiveCycle Designer - Advanced
Presenter: Angie Okamoto

LiveCycle Designer can be used to create basic interactive forms, but why go with basic when you can really make your forms come alive? This hands-on session will discuss techniques that enable you to add intelligence to your form and to create dynamic layouts that react to the data or to user interactions. Topics to be covered include: Dynamic Form Layout Checklist, Form Letters/Mail Merge Type Documents, Databinding, Scripting for Dynamic Layouts and Troubleshooting Dynamic Forms and Scripts.

This is a hands-on course. A Laptop is required with LiveCycle. LiveCycle version 9.0 is preferable which is included with Acrobat X but all versions of designer will be addressed. Laptops are available for rent. Please contact BFMA to rent a laptop for the course.

PT02 Building Forms with the New Acrobat Professional X
Presenter: Lisa Croft

This hands-on course will show you the basics of creating forms using the latest version of Adobe Acrobat Professional. During this session students will work through the different types of form fields including checkboxes, buttons, radio buttons, text fields and drop downs. Each of these field types have different options and settings available that will also be discussed throughout the day.

This session is hands-on and students will need to provide a laptop for use during the course. The laptop will need to have Adobe Acrobat Professional X installed and Microsoft Office, preferably version 2007 or higher. Laptops are available for rent. Please contact BFMA to rent a laptop for the course.

PT03 PDF Script-Off
Presenter: Ben Walsh

Are you a LiveCycle Designer gun looking to pit your prowess against a scripting pioneer? Perhaps, you are a developer who has recently discovered the power of LiveCycle Designer scripting and want to pick up hot tips and new techniques?

Come to this open session armed with your fastest laptop, LiveCycle Designer ES (or higher) and most challenging form requirements.

No slides, no agenda, just wholesome PDF geek fun. Not for the faint of heart.

PT04 The Power of InfoPath 2010 Functionalities
Presenter: Todd Stark

This is an overview of using the power of InfoPath to gather and share information by creating and implementing XML based forms. Learn how to design an intelligent form in InfoPath, from beginning to deployment. Understand how form templates work and activating to a site collection.

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

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