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2020 BFMA Annual Conference: Speakers

November 11–13, 2020


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Overview | Conference Packages | Sessions | Speakers | Travel


Richard Allin

Richard C. Allin is Chief Revenue Officer for Assentis in the Americas covering business development, product management and client relationships. His role is to help financial service firms modernize their customer communication processes, so that they can take advantage of the latest developments in digital innovation currently available from Assentis.

Allin has over 25 years’ experience within the FinTech arena, has represented some of the top enterprise software companies and has acquired a wealth of knowledge by working with his clients on various software solutions that have disrupted the status quo and made his clients look at the way they are doing business in a new light. He is an expert within the CCM space and is extremely active evangelizing the benefits of better client communication to financial institutions. He is a forward-thinking thought leader who is regularly posting and commenting on the content within the CCM/Digital Transformation/CX/Content Management space and maintains a LinkedIn group whose specific focus is on CCM for Financial Institutions.

Allin holds a BS in Economics/Finance from West Chester University, a MS in Multinational Business from Boston University and a CSS in Management from Harvard University and currently sits on the Advisory Board of Rutgers Customer Experience (CX) Program, the Board of the Business Forms Management Association (BFMA), and the Harvard Business Review Advisory Council.


Alyshia Benedict

Alyshia has worked for the Ohio Department of Job and Family Services for the last seven years and is a recent graduate from Franklin University in Columbus, Ohio. She enjoys working in the agency's ePublications Unit, which maintains the agency's website, forms program and printing. While she isn't working, she enjoys spending time with her German Shepherd, Jade.


Bruce Boswell

From the moment Bruce design his first form, he was hooked. The balance of form and function appealed to his innate creative sensibilities, and the power of good design to dramatically improve processes fuelled his never-ending quest to make everything work better. With over 20 years as a Forms Professional, Bruce continues to believe that design has the power to transform the world, both individually and collectively.

Bruce holds a BA in Political Science from the University of Toronto and has been involved with BFMA and a member of its board in various capacities over the last 15 years. He is currently the Vice President of Operations, and previously held the positions of Vice President of Programs and Director of Education.


Brad Caudell

Brad has been associated with BFMA since the 1980s, when he got involved in the local Houston, TX BFMA chapter as a regional sales manager. From there he moved to Chicago where he worked in a variety of corporate positions, including marketing, business development and product management roles for electronic forms, print management, and web-2-print solutions.

Brad started his career as a forms sales representative, before moving into sales management and marketing roles. He has more than 30 years of experienced in Print Management, Indirect Supply Chain, IT Services, and Multi-channel Communication solutions, working primarily with Fortune 1000 companies across diverse verticals including financial services, healthcare, insurance, communications, and retail.

Background includes roles in sales and sales management, as well as Director of Marketing, SVP of Sales & Marketing, VP of Business Development & Strategy, and CEO of a private equity portfolio company.


Mark Jackson

As part of the OpenText Customer Experience Management product suite group, Mark is Sr. Product Manager for the OpenText Intelligent Forms Automation products, LiquidOffice and TeleForm. With over 19 years of Enterprise Information Management (EIM) product management experience at iManage, Interwoven, Autonomy, HP, and now OpenText, Mark has a unique perspective on the evolution of EIM Solutions and how changes in customer expectations are shaping how we do business today.


Neal Keene

Neal is the Executive Vice President of Strategy and Partner Alliances at Intelledox, a provider of workflow and content automation software committed to helping organizations re-imagine and transform their customer experience. Neal has more than 25 years of experience helping businesses – especially those in insurance and financial services – to modernize their customer communication and business process tools to take advantage of digital innovation. Having worked with a range of clients, from small businesses to large enterprises, Neal has deep experience in strategic product planning, business development, industry solutions and analyst relations. Prior to joining Intelledox, Neal held executive positions at Pitney-Bowes Software, Thunderhead Inc., and EMC Document Sciences. Most recent speaking engagements at Dig-In digital insurance conference, BFMA webinar, and SMA webinar.


Ray Killam

President & CEO of Essociates Group, Inc, Ray holds a BBA in Economics from Washburn University, an MBA from George Mason University, and a Graduate Certificate in eCommerce from Creighton University. He has held the position of Executive Vice-President and Chief Marketing Officer with Amgraf, Inc., a Kansas City, MO-based electronic forms software development company and served as Vice-President of Marketing for Data Documents, a national forms manufacturer, and Corporate Express Document & Print Management, an international forms manufacturer and process solution provider.

Highly active in BFMA, Ray currently serves on the Board of Directors and is the Association's 2001 winner of the prestigious Jo Warner Award (in “recognition of outstanding contributions to the advancement of the forms/systems profession"). Ray also serves as Chairman of the BFMA Education Foundation. With this active participation, he makes his ideas clear: The forms industry is changing and we have to change with it if we're going to keep moving forward. He is also a frequent instructor and writer for several associations.

Ray has more than 40 years experience in the forms industry, including forms management, workflow analysis, and electronic forms development and has dual industry certifications: BFMA's Certified Form Systems Professional (CFSP) and DMIA's Certified Forms Consultant (CFC).


Alan Pelz-Sharpe

Alan has over 25 years of experience in the IT industry, working with a wide variety of end-user organizations like FedEx, The Mayo Clinic, Allstate, and vendors from Oracle and IBM to startups around the world. Alan was formerly a Partner at The Real Story Group, Consulting Director at Indian Services firm Wipro, Research Director at 451 and VP for North America at industry analyst firm Ovum. He is regularly quoted in the press including the Wall Street Journal and The Guardian and has appeared on the BBC, CNBC, ABC as an expert guest.

Alan is the author of the Amazon bestseller "Practical Artificial Intelligence".


Leslie Peterson

I never wanted to work in an office! I went to college for a parks and recreation degree. Life happened... and I worked at several companies in office positions, print shops, and finally in the Purchasing mail-room at State Farm®. I turned down a ‘desk job’ several times. I thought - once I was ‘sitting’ at a desk – I would be for another forty-some odd years! Office life was pretty good after all. I loved the people and the job. Parks and Rec. would become a place to visit on the weekends. I worked various positions in Inventory and Controls and defined a lead role. After 10 years, I moved to the Forms Design Unit. I could maintain the close ties with Purchasing and the move would be a big step towards a challenging career. Again, after just about every role possible in forms, fast forward another 15 years... and another change in events. I find myself back in Purchasing in a business analyst role. Forms are still a passion... but I can take the knowledge and share the importance throughout the industry. Today I serve on the founding Forms Management Education Development Board (FMEDB) to develop the BFMA Body of Knowledge for the certificate program.


Jeanne Petty

Jeanne Petty is the Forms Services project manager for Appligent Inc. She has been working in PDF-related services for 20 years from the beginning days of PDF forms. Today her work ranges from developing fillable forms to using JavaScript to automate PDF workflows and building custom applications integrating Appligent server software into PDF based solutions. She thrives on finding creative solutions that best fit client goals and delivering quality products. Living in the beautiful Pacific Northwest, Jeanne enjoys hiking, is an avid reader to get her through those rainy, indoor days, and prides herself on being an over-involved public school parent.


Eric Stevens

Eric has been a speaker, presenter, and facilitator in multiple industries for over 30 years. Topics have included security, process automation, business process reengineering, forms automation, document management, and software development. Eric is a long-time expert in electronic forms and ECM with a background at JetForm, Documentum and 4Point. Recent events include DSF 19 and various Adobe customer events.


Margaret Tassin

Margaret Tassin, CFSP, CDC, is president of Forms Doc, LLC., She was previously the manager of forms, records and information management for Pennzoil-Quaker State Company, where she initiated its forms automation project. Her experience with information movement and a puzzle-solving mindset have been a great help in family history research.

Margaret Tassin is a frequent speaker at BFMA conferences and webinars as well as those of other associations. She has been an active member of BFMA since 1982 and currently chairs the Forms Management Education Development Board that is developing a new certificate program for BFMA. She is a co-developer of Form Center, the only commercially available forms management database, and Forms Training Online.

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2020 BFMA Annual Conference

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