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2018 Master Series on Design
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Master Series on Design

BFMA has a master series that focuses on the many aspects of design. There are sessions on mobile design, designing forms that need auto-classification in electronic records systems, PDFs, and more. See the complete schedule and class list below.

The Master Series on Design is annual-conference worthy. If you were unable to attend the 2018 Annual Conference in Boston, some of those sessions are repeated here while others are new to the series. Join us for this great new education offering. Finding forms education is tough, and the best place is here at BFMA!


The session Designing Forms to Facilitate Records Classification by Sandra Serkes is free to everyone to attend. Other sessions are priced per the pricing chart below.

Now that the live sessions have ended, the sessions are available via recording and available for purchase.

  Member Non Member
Individual Sessions $89 $129

All prices in U.S. Dollars.

Register Now!

Session Descriptions and Schedule

September 19, 2018

Designing Forms to Facilitate Records AutoClassificationPresenter: Sandra Serkes

Join Sandra Serkes, CEO & President of Valora Technologies, for a class in best practices around designing forms for AutoClassification, and an in-depth discussion about the crucial intersection between forms and the information they contain, and when they meet Records Management and Information Governance initiatives.

We’ll cover:

  • How to create and manage forms to assist Legal and Records workflows and processes down the line.
  • How forms join other document types to become systems of record.
  • What Information Governance is and how forms fit in.
  • Re-thinking forms as unit information repositories.
  • Introduction to AutoClassification – how machine learning automatically derives information from forms and why organizations need this capability in a modern information management environment.
  • The future of forms with an information and document management awareness.

Sandra Serkes is President & CEO of Valora Technologies, with an extensive background spanning over 20 years in entrepreneurship, software marketing, product management and corporate strategy, particularly in information governance, predictive analytics, document data mining and processing, computer telephony and speech recognition. A graduate of Harvard Business School and MIT, Ms. Serkes is a frequent industry speaker and panelist. Since the fall of 2015, Ms. Serkes has served as Adjunct Professor to the Columbia University School of Professional Studies, Knowledge Management Program.

October 10, 2018

Presenter: Kelly HalsethThe Good the Bad and the Ugly: Strategy & Design in Mobile Forms

Since the advent of the smartphone, our ways of interacting and working have changed forever. Users are refusing to engage with organizations who can't deliver interactive workflows that fit onto their device. You need to design a compelling mobile experience that catches a user’s attention and guides them through key processes. This session will cover strategies and design tactics necessary to build great mobile data collection interfaces.

Kelly Halseth has worked in healthcare for 17 years, all of that time in process improvement and forms management. As the Director, Forms Strategy & Management she leads a team of 9 talented individuals in support of 100,000+ forms and 125,000 staff, physicians and volunteers.

October 17, 2018

Presenter: Jeanne PettyDesigning for Accessibility in PDF Forms

PDF files pose a number of challenges when it comes to accessibility, and design choices can have a serious impact on the ability to make PDF forms 508 compliant. This session will provide an overview of how sophisticated design can often hinder accessibility efforts and provide some general guidelines for building forms with accessibility in mind. It will also provide any introduction to building accessible forms and remediating existing forms in both Adobe LiveCycle as well as Acrobat.

Jeanne Petty has been immersed in the world of PDF for almost 20 years since the early days of OCR and Adobe Capture. She enjoys combining the software resources at Appligent with her own experience as a service provider to come up with creative PDF solutions. Working remotely from the beautiful Pacific Northwest, her primary focus these days is on PDF forms design, programming and compliance as well as PDF-related custom application development.

October 24, 2018

Presenter: Margaret TassinStandards and their Relation to Forms Design

Do you know what a standard is and how it differs from a guideline or best practice? Are you aware that often your design has many standards that it must conform to, such as industry standards, layout standards and organization standards? This session will explore the world of standards and how it benefits you in the design process.

After a long career working on the in-house and vendor sides of forms management, Margaret Tassin, CFC, CFSP, now runs her own forms management consulting firm. She is a principal in the Forms Training Online series, sponsored by BFMA, along with Ray Killam. Margaret has served on the accreditation boards for the Certified Forms Consultant and the Certified Form Systems Professional. She currently chairs the Forms Management Education Development Board.

October 31, 2018

Presenter: Ray KillamForms Style Guide: a Forms Developer’s Best Friend

What is the difference between a Program Manual and Style Guide? Learn the purpose of and difference between these two documents essential to the Forms Management Program.  Applicable to this master series on design, Ray Killam will present the content of a Forms Style Guide and show samples, as well as alternative methods for deploying your Program Manual and Style Guide. Finally, he will discuss the benefits of the Forms Style Guide specifically affecting design.

Ray Killam is President of Essociates Group Inc., which has provided forms training, consulting, analysis and design services since 2002. Prior to that, Ray was Vice President eBusiness Development and Vice President Marketing for Corporate Express Document Print management (now a part of Taylor Corporation). He is an active member of BFMA, serves as the VP Operations, and is a Jo Warner Award winner.

November 7, 2018

Presenter: Kelly HalsethA Deeper Dive in Mobile Forms: sliders, buttons and dohickeys

Do the new interactive features on capacitive touchscreens add any value? Do they improve the user experience? Building on the basics covered in Ms Halseth’s first session, "A Deeper Dive..." looks closely at the wide variety of options for buttons, sliders, spinners and other whirlygigs you can add to a mobile form. Learn to see your mobile forms from the user perspective and discover the difference between confounding your users and delighting them.

Kelly Halseth has worked in healthcare for 17 years, all of that time in process improvement and forms management. As the Director, Forms Strategy & Management she leads a team of 9 talented individuals in support of 100,000+ forms and 125,000 staff, physicians and volunteers. At the conference you can find her attending a session, teaching a session, or when there are no sessions, in the nearest pub.

Register Now!

more Calendar

11/9/2020 » 11/10/2020
2020 Virtual Conference

10/1/2021 » 10/31/2021
2021 BFMA Annual Conference (exact date TBD)

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