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July 2014 Newsletter
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The Organization for Forms and Business Process Professionals
BFMA Newsletter

July 2014


Things going on at the BFMA...

Upcoming Webinars
BFMA Board Members
New Website coming soon
BFMA Survey coming soon


Taking Over the
World of Forms
Educating your Clients and Staff in Forms Best Practice.

This is a 2-Part Webinar
Part 1: July 29, 2014, 11:30 EST
Part 2: August 5, 2014, 11:30 EST

Click here to register for Part 1

Click here to register for Part 2

In this session, speaker Shantelle Boatright will discuss the benefits of investing in forms management best practices education with staff and clients to build and support a strong and successful forms management program within your organization.

The presentation will review common questions and considerations that staff and clients should address when consolidating, standardizing or developing forms, will look at knowledge and tools to provide that will help in the successful completion of the initial planning and/or design work in the development process, as well as communicating the basic design guideline requirements for meeting your organization’s standards.  Included will be examples from an education program that was successfully implemented by the largest health system in Canada.


New BFMA Board

Kelly Halseth, President
Robin Miller, VP Admin
Mike Mulcahy, VP Membership
Shannon Lerner, Membership
Brian Gregson, Membership
Shantelle Boatright, VP Programs
J.P. Terry, Programs
Jeff Walker, Programs
Ray Killam, CFO
Lisa Lee, Past President


BFMA Website Gets a New Look...

Watch for…BFMA will be implementing a new look to the existing website. 


BFMA Announces 2015 Conference Dates
Save the Dates:  
May 12 – 14, 2015
Hyatt Regency – Greenwich, CT

We are thrilled for the opportunity to partner again with DOCUMENT Strategy Forum to hold the BFMA 2015 Conference.  Make plans now to attend the BFMA 2015 Conference May 12 - 14, 2015, at the Hyatt Regency, in Greenwich, CT.

We are also excited to be continuing our relationship with the Hyatt Regency Greenwich. We believe it's the perfect location for attracting our core attendees who work within the Financial, Insurance and Healthcare markets. Additionally, the hotel provides us with an intimate environment that promotes a sense of community. 

More details will be forthcoming, but we wanted to get these dates on your calendars now, so that you can submit those travel requests for approval.

BFMA Western Canada 1-Day Conference
'Working Together We're Better 2014'
A collaborative conference
sponsored by
BFMA, Xplor, and BCPIA

Friday, October 17, 2014
8:30 a.m. - 4:00 p.m.
Held at the River Rock Resort and Hotel
Richmond, British Columbia, Canada

Building on the success of our October 2013 event, we're planning another to help you create a competitive edge. Education, networking and information sharing are all recognized as ways to create that edge by keeping your industry knowledge current.Collaboration is an effective method of sharing "know-how" and it's in that spirit that BFMA, Xplor, and BCPIA bring you this one-day conference. The day will include topics of interest to members of all three organizations and opportunities for vendor displays.

Make plans to attend this event, October 17, 2014.  Registration details will follow.

Industry and Member Survey
As we begin to review current offerings and to better serve you, we’d like to receive feedback to help us, help you, therefore; an electronic survey has been developed. We know your time is valuable; however, by completing the survey this helps us to develop future activities with your needs in mind.

Click here to take the survey.

BFMA Loses a Long-term Member
Bill Hill died tragically on Wednesday, June 18 from an industrial explosion.  He had previously served on the association Board of Directors and the Form Systems Certification Board, presented classes, and relished seeing friends at each year’s Symposium. Bill shared his knowledge and love of forms with anyone who would listen. He embraced life and all its adventures with a big dose of fun and stories. We wish his family well.

Click here for the full obituary


BFMA International
1147 Fleetwood Avenue • Madison, WI • 53716-1417
 Ph: 888-367-3078 • E-mail: •  Website:

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2018 Best Practices in Forms Management

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