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2014 BFMA / DOCUMENT Strategy Forum - Speakers
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BFMA / DOCUMENT Strategy Forum - Speakers

Overview | Schedule | BFMA Sessions | BFMA Speakers | Special Events | Travel | Forms Pavilion


Scott Bannor

Senior Consultant, OBRIEN
Scott has held sales, marketing and product management positions with a number of industry leaders including Exxon, Philips, Moore Business Forms, Johnson & Quin, PrintSoft, Firstlogic, Bell + Howell, PrintSoft and GMC Software. Scott joined OBRIEN in December 2012. Scott has sold document composition, postal hygiene and post processing software for over 15 years. Before that he was involved in the development of data communication and Automated Document Factory technologies. He has been a frequent speaker at industry events and has contributed articles to publications such as eDocument News, Outputlinks and the Xploration Journal. He joined OBRIEN in December 2012.

S704 Collaboration and Customer Engagement Through Dynamic Forms Management (OBRIEN Product Session) | Tuesday 2:00pm - 2:50pm
F506 POWER SESSION: Connecting the Dots - Moving the Needle | Wednesday 9:10am - 9:50am
S710 Holistic Customer Communications: Eliminating Silos of Technology to Achieve Excellence in Customer Communications | Thursday 8:00 - 8:50am

Shantelle Boatright

Forms Analyst, Alberta Health Services

F510 Educating Your Staff and Clients in Forms Managment (Part 1) | Thursday 8:00am - 8:50am
F511 Educating Your Staff and Clients in Forms Management (Part 2) | Thursday 9:00 - 9:50am

Derek Corcoran

Head of Business Solutions
Derek is Head of Business Solutions at Avoka, working closely with Avoka's global customer base to help them transact with their customers through online and mobile channels. Derek brings twenty years of global IT experience spanning multiple industries including banking, wealth management, insurance, and government.

S702 Product Session: Omni-Channel 2.0 SmartForms with Avoka TransactWeb | Tuesday 11:00 - 11:50am
S708 From Paper Claim Form to Mobile Claim Lodgement in Days (Really!) | Wednesday 11:00am - 11:50am

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 25 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.

F502 Conducting an Organization Wide Forms Review | Tuesday 12:00 - 12:50pm
F511 (Repeat Session) Conducting an Organization Wide Forms Review | Thursday 9:00am - 9:50am

Chris DiPierro

Director of Software Development, Mi-Corporation
Chris DiPierro is Director of Software Development with over 12 years experience developing enterprise-level mobile computing solutions. Mr. DiPierro leads a technical team in the development of Mi-Co’s flagship Designer, Client, and Server software products for mobile electronic data capture. Mr. DiPierro holds four patents in the area of handwriting recognition and the processing of handwritten data. Additionally, he oversees Mi-Co’s CFR 21 Part 11 validation efforts that enable Mi-Forms use in the highly regulated clinical research and pharmaceutical industries. He joined Mi-Co in 2000 and previously managed a technical team at IBM. Mr. DiPierro holds a B.S. in Computer Science from the University of Maryland.

W608 Mobile Forms vs. Mobil Apps | Wednesday 11:00am - 11:50am

Tara Evans

Forms Governance
Tara Evans is a forms guru who blends her experience in customer advocacy, six sigma, project management, web design and coding, instructional design, communications, technical writing and journalist writing. She is an expert at simplifying the complex. As the lead ont he company's first forms team, she established design standards that created efficiencey resulting in significant savings while improving the customer experience. Tara has a Master's degree in Technology Innovation management from te University of Tampa, a BA in Communications/Public Relations from Washing State University and two Associate of Science degrees from Hillsborought Community College in Programming and Internet Technology.

W603 Less = More: Design Strategies that Make Customers Happy and Cut Cost | Tuesday 12:00 - 12:50pm
F509 (Case Study/Workshop) How Redesigning One Form Reduced Processing Cost by 50% | Wednesday 12:00am - 12:50pm

Debbi Gillotti

VP and General Manager, nVoq Incorporated
Debbi Gillotti is a Vice President and General Manager of Sales and Marketing for nVoq Incorporated, a Boulder, CO-based provider of cloud-based speech recognition solutions. Ms. Gillotti is responsible for the Healthcare sales unit P & L, Company Marketing and strategic business development in other industries such as Legal, Law Enforcement and Field Service working with nVoq's global channel partner network. Prior to joining nVoq Debbi held executive positions in sales and marketing with Microsoft and Quest Diagnostics/MedPlus and was a Chief Information Officer for Starbucks and Duracell. She also was a management consultant with KPMG Peat Marwick. Debbi is an alumni of the University of Pittsburgh and Georgetown University, and is also a trustee of the University of Pittsburgh. She resides in Mercer Island, Washington.

S711 Mobile Workflow Just Got Easier: The Power of Voice for eForms | Thursday 9:00am - 9:50am

Kelly Halseth

Forms Manager
As the Director, Forms Strategy & Management for Alberta Health Services (AHS), Kelly leads a team in support of 125,000 staff, physicians and volunteers and 80,000 forms. She holds a BA in English and a BSc in Biochemistry from the University of Calgary.

F513 Marketing Your Forms Management Program | Thursday 1:15pm -2:30pm

Jim Healy

Founder and CEO, FormRouter, Inc.
Jim founded FormRouter in April 2001 and serves as our Chief Executive Officer. Jim is an enthusiastic technologist and has been designing business models surrounding Internet communication software since 1993. Prior to his involvement with FormRouter, Jim worked as an independent technology consultant designing workflow solutions for financial institutions and large member-based organizations.

W609 How to Collect PDF Forms with Digital Signatures from iPads into Popular Databases | Wednesday 12:00 - 12:50am
S713 (Repeat Session) How to Collect PDF Forms with Digital Signatures from iPads into Popular Databases | Thursday 1:15pm - 2:30pm

Ray Killam

President, CFC, CFSP, Essociates Group, Inc.
As President of Essociates Group, Ray is responsible for all aspects of this uniques business venture. Essociates Group, Inc., provides forms training and consulting services and analysis and design services related to paper, electronic, internet, and virtual and forms.

F501 Best Practices in Forms Management | Tuesday 10:00am -10:50am
F505 Product Session: Essociates | Wednesday 10:00am - 10:50am
W613 eSignatures for Forms | Thursday 8:00am -8:50am

Shannon Lerner

Technical Communicator, Manulife Financial
Shannon Lerner is a technical communications expert who simplifies complicated insurance-speak into accessible plain language. She has established a reputation as a collaborative facilitator who delivers documents that balance the needs of varied stakeholders. Currently, Shannon develops customer-focused forms and user interfaces that collect clean data for Manulife Financial’s business needs. She also coordinates the BFMA's social media outlets, including LinkedIn and Twitter. You can follow Shannon's contributions to @BFMAhq or her personal tweets at @ArtisanShannon.

F503 FATCA entity classification: Developing a guideline for the Canadian insurance industry| Tuesday 12:00 - 12:50pm
F504 Using Social Media for Professional Development | Tuesday 2:00pm - 2:50pm

Robert Linsky

Director of Information Design, NEPS, LLC
Robert Linsky is the Director of Information Design, NEPS, LLC, a leading communications management consulting firm. His solutions cover nationally and internationally recognized financial, insurance and healthcare companies. He is a Life Fellow of the Communications Research Institute, member of the International Institute for Information Design (IIID), the Information Design Association and on the board of Plain Language Association International (PLAIN) as well as the editorial board of the Information Design Journal. Robert is committed to creating clear communications utilizing the principles of LUNA™ - information design, plain language, typography, graphic design, analysis, psychology, stakeholders and usability testing.

F508 I'm a LUNAtic, Are You? LUNA, Design of Inofrmation for Clear Communications | Wednesday 11:00am - 11:50am

Marcel Meth

Principal, SharePoint Analyst, MATHFT, LLC
Marcel Meth is the principal of MATHFT, LLC, a boutique custom solution provider. He has spent the past 7 years leveraging SharePoint and InfoPath to quickly create robust business process improvements. He is currently focused on solving problems for business partners with no back-end deployments required. Marcel has 25+ years of experience applying software solutions to real world problems in Financial Services, Life Sciences, Manufacturing, and Retail. Prior to founding MATHFT, Marcel worked at AT&T Bell Labs, Bank of America, and Manulife Insurance. Marcel graduated from Brown University with a degree in Mathematics, and holds graduate degrees in Mathematics and Computer Science from Indiana University.

W601 Developing Forms using SharePoint 2013 and InfoPath | Tuesday 10:00am - 10:50am
W602 Using SharePoint Designer 2013 to Develop Workflows | Tuesday 11:00am - 11:50am

Mike Mulcahy

VP of Business Development, OBRIEN Document Solutions
Mike Mulcahy is vice president of new business development for OBRIEN Document Solutions, a provider of electronic business solutions that helps companies gain efficiencies and reduce costs. Mike has extensive experience in implementing complex technology solutions such as digital billing and marketing, streamlined form/document/content management and multichannel delivery with an emphasis on compliance and security. He has helped many industry leaders increase their return on investment through improved customer satisfaction, employee productivity, cash flow management, and reduced risk. Mikeâ?Ts broad skill set and experiences serve as a foundation for seamlessly working with and across operations, information technology, marketing, customer service, and other functions critical to the implementation of complex solutions. Prior to joining OBRIEN, Mike worked for Wallace Computer Services. During this time, Mike helped Fortune 500 companies reduce costs with web to print technologies. Mike has worked with client industries including insurance, healthcare, education, printing, publishing, and manufacturing. An active member of IASA (Insurance Accounting & Systems Association), NAMIC (National Association of Mutual Insurance Companies), Document Strategy Forum, BFMA (Business Forms Management Association), HFMA (Healthcare Financial Management Association), and Xplor International, Mike serves as a speaker on topics such as business process management, business-to-business communication, and customer service productivity. He has a bachelor of arts in English from University of Iowa. During his time away from work, Mike enjoys his family and leading his band Majors Junctions through his record label North of Nashville Records.

W603 Holistic Customer Communications: Eliminating Silos of Technology to Achieve Excellence in Customer Communications | Tuesday 12:00 - 12:50am
S704 Collaboration and Customer Engagement Through Dynamic Forms Management (OBRIEN Product Session) | Tuesday 2:00pm - 2:50pm

Peter Nicholson

Sales Engineer, Anoto
Peter Nicholson has over 20 years experience in the business forms industry delivering enterprise-wide document management solutions to a variety of industries. For the past 6 years, Peter's focus has been defining how digital pen technology can streamline operations, reduce cost and generate revenue. This past year Peter earned Certified Information Professional (CIP) status from AIIM, is also a certified Project Management Professional (PMP) and holds a Master of Science in Information Systems from Bryant University.

W605 Forget Scanning, Faxing and Data Entry - use a Digital Pen | Tuesday 3:10pm - 4:00pm

Kevin O'Brien

CEO, OBRIEN Document Solutions
Kevin is responsible for setting the strategy and vision for the OBRIEN. Kevin has adapted to the changes over the past 38 years to assure his clients are able to benefit from new technologies. His experience in form workflows and business processes as well as his understanding of multi channel output has allowed him to adapt in a constantly changing world. Kevin authored the book Introduction to Forms Management in 1982 and has seen the industry change over the years from paper to digital. He sees today's challenges as still being about workflows, forms and improved collaboration and communication.

S704 Collaboration and Customer Engagement Through Dynamic Forms Management (OBRIEN Product Session) | Tuesday 2:00pm - 2:50pm

Gautham Pandiyan

VP of Sales and Marketing; Mi-Corporation
Gautham Pandiyan is the Vice President of Sales & Marketing efforts at Mi-Co. He is responsible for sales outreach, managing the marketing program and other business development efforts. He has spoken at conferences such as the Harvey Spencer Associates Document Capture forum, TabTimes TabletBiz conference, is part of the Enterprise Mobility Network editorial board & has been on the forefront of Tablet adoption by businesses for several years. He has considerable experience working with entrepreneurial small businesses having worked at the Duke Office of Licensing and Ventures, with a biotechnology startup company, EntoGenetics, and with the Small Business Technology Development Center of NC. Gautham holds an alphabet soup of degrees with a M.S. in Molecular Cancer Biology, and a Master of Engineering Management degree from Duke University and a Bachelor of Science degree from The University of Georgia.

W607 Mobile Forms vs. Mobile Apps | Wednesday 10:00am - 10:50am

Behdad Payami

VP Sales and Marketing, Co-Founder, Cerenade
Behdad Payami, co-founder of Cerenade, is a software engineer with an extensive programming and development background. Behdad was one of the key architects and developers of the Chicago Board of Options trading system while at Quotron Systems, Inc. He also gained significant IT experience at Digital Equipment Corporation, Data Management Associates, and Locus Computing Corporation. Behdad co-founded Cerenade in 1992 and has since been instrumental in the development of a host of ground breaking electronic forms products. Today, with over 20 years experience in the IT sector and over 10 years dedicated to the electronic forms industry, Behdad manages the sales and marketing efforts at Cerenade. He has been instrumental in the development of sales and marketing programs that are designed to meet the needs of Cerenade's customers in a variety of different industries. Behdad has also been instrumental in the development of VAR channel and partner programs for the Legal and the enterprise products. Recently, Behdad led the marketing and public relations strategies for Cerenade.

W604 eForms and Business Process Management on Mobile Platforms | Tuesday 2:00pm - 2:50pm
F507 Cerenade Product Session: Cerenade Enterprise Forms Management | Wednesday 10:00am - 10:50am

Rohit Sahasrabudhe

Forms Technical Sales Leader, IBM
Rohit Sahasrabudhe is the IBM Forms Technical Sales Leader for the Americas. He is a Certified Consulting IT Specialist. In this role Rohit provides pre-sales support to clients via Proof of Concepts and demonstrations of the IBM Forms product family. He has been involved with the IBM Forms product soon after IBM acquired PureEdge in late 2005 and has led creation and delivery of IBM Forms based workshops to enable Business Partners and Customers ever since the acquisition. Prior to his focus on IBM Forms, he enabled Business Partners on IBM products such as WebSphere Portal, IBM Workplace Collaboration Services, Eclipse, Linux on Power, Sametime, Quickr and Domino including others.

S701 Self Service Applications to Address Business Processes and Problems | Tuesday 10:00am -10:50am

David Schroeder

VP and Sr. Manager, American Funds
David Schroeder is Vice President and Senior Manager of the Document Management Group at American Funds, one of the nation's largest mutual fund families. David created the company's first forms team, establishing design and compliance standards where none existed. A longtime member of the Los Angeles Chapter of the BFMA, David has served in a variety of elected positions and has spoken at previous BFMA and Document Strategy conferences on a variety of topics. David's background includes process analysis, training and business process re-engineering.

W610 ALFRED: A Forms Management Database | Thursday 8:00am - 8:50am
W611 Making Your Forms Work Smarter | Thursday 9:00am - 9:50am

John Sharp

Manager, Policy Procedures and Forms
John Sharp is the Manager of Policy & Procedure and Forms for Vancity, the largest credit union in Canada. He is accountable for a team of consultants who are transforming the way content is created, applied and managed. John has a diverse background in bridging business and technology gaps, business process transformation, and project management expertise. John has a Masters degree in Economics from York University, and over 15 years of management and professional experience with prominent private and public organizations.

F504 Translating the Document Vision into Reality | Tuesday 2:00pm - 2:50pm
W609 Informaiton Management Case Study - Replacing Management Systems | Wednesday 12:00pm - 12:50pm
F510 The Forms Eco System | Thursday 8:00am - 8:50pm
W613 Policies, Procedures, and Process: How Forms Fit In | Thursday 1:10pm - 2:30pm

Shu Sia Lukito

Mobile Technical Specialist, IBM WebSphere Federal

S703 So You Want to Go Mobile, Now What? | Tuesday 12:00am - 12:50pm

J.P. Terry

CEO, ACI, ACE, SmartDoc Technologies
J.P. Terry is the CEO of SmartDoc Technologies, SmartDoc is a leader in Adobe LiveCycle and HTML form solutions. SmartDoc has developed paperless systems for Fidelity and MetLife and is a member of the Adobe Solutions network. With offices in New York, New Jersey and Beijing-China, SmartDoc offers high-quality, 24-hour development at very attractive rates. J.P. often writes and speaks about Adobe LiveCycle Designer and is the author of the new Adobe Press book; Adobe LiveCycle Designer, Second Edition (2013). Mr. Terry is an ACI (Adobe Certified Instructor) and an ACE (Adobe Certified Expert) in LiveCycle.

S705 Developing HTML Forms with Adobe Designer | Tuesday 3:00pm - 3:50pm
S707 Connecting Forms to Database - LiveCycle | Wednesday 10:00am - 10:50am

Nick von der Wense

Neopost USA
An accomplished leader known throughout the industry for delivering and sustaining revenue and profit gains within highly competitive U.S. markets, Nicholas von der Wense has a depth of experience across operations, sales, marketing, channel management and technology product innovation. Mr. von der Wense has an exemplary track record of delivering multi-faceted insights, strategies and tactics in multi-channel communications and in the B2B market of equipment and software sales. Mr. von der Wense spearheads all business development strategies to ensure consistency with the company’s growth strategy. As an executive of the company and a member of its marketing leadership team he is also a critical component as Neopost USA continues to grow and expand its solutions and service offerings.

S709 Customer Communications Management | Wednesday 12:00pm - 12:50pm

Steve Weissman

Holly Group
Steve Weissman is an expert consultant, trainer, and speaker who specializes in best practices for content management, records management, and business process management. A business-minded expert in technology planning and adoption, he leverages an exceptional ability to pinpoint critical success factors to help clients work better and work better together, and to get Maximum Total Value from their information and information technologies.

W606 Managing Change: Transitioning from Paper to Digital | Wednesday 9:00am - 9:50am
F512 Closing Keynote: Breaking Good - Forms as Your Company's Gateway Drug | Thursday 10:00am - 10:50am

Eric Winchenbach

Technical Sales Specialist, IBM
Eric has over 25 years of experience with IBM developing and delivering software products and solutions. In his career, Eric has held many roles in various software organizations, including software developer, designer and product specialist. Most recently, Eric has been working as an informaiton technology specialist focusing on IBM's Collaboration Solutions suite of products, which includes IBM Forms. He has also been certified as an SOA Solutions Designer.

S701 Self Service Applications to Address Business Processes and Problems | Tuesday 10:00am -10:50am


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2018 Best Practices in Forms Management

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