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2011 Chicago DOCUMENT Strategy Forum - Speakers
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DOCUMENT Strategy Forum - Speakers

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

Registration is through the DOCUMENT Strategy Forum but be sure to utilize the exclusive BFMA member registration site by clicking the Register Now button to receive the discounted member rates!

Laurie Arras

Information Solutions Manager, Federal Reserve Board
Laurie Arras is the Information Solutions Manager of PCS at the Federal Reserve Board (FRB). She is responsible for turning issues into solutions. She currently is managing three projects—one of which is managing the newly formed Forms Mgmt. Group migrating forms to be electronically fillable, XML, 508-compliant forms and creating a new Forms website. Another project is the development of a Publications database. Previous to her current position, she acted as Graphics Manager for two years at FRB. Prior to that she owned PDS, Inc. for nearly 18 years where she and her staff provided consulting services to the corporate and government publishing arena in all sectors of business. She graduated from the University of Akron with degrees in Commercial Art and Business.

Sessions at DOCUMENT Strategy Forum 2011:
F503 Making Change Acceptable (Rebuilding your Forms Mgmt., Processes and Standards) Part 1 | Wednesday from 11:00am - 11:45am
F504 Making Change Acceptable (Rebuilding your Forms Mgmt., Processes and Standards) Part 2 | Wednesday from 12:00pm - 12:45pm

Clayton Cobb

Director, US Central Region
As Director, US Central Region, Clayton leads the Western region team based out of Denver and is a SharePoint technical architect. Clayton was hired for the purpose of extending the Planet Federal practice into the Western region by focusing on Denver, which is the 2nd largest Federal hub in the U.S. Clayton started out as a team of one on a small project with a government client in Denver and has grown the region to three large clients and 12 total team members with much more of each on the way. Clayton has been instrumental in establishing a strong presence in Denver where Planet was not previously known but is now recognized as the leading provider of SharePoint consulting in the Denver metropolitan area.

Before joining Planet Technologies in March of 2008, Clayton was employed by Booz Allen Hamilton, providing general IT consulting in the DoD space, primarily on the Intelligence side. Clayton spent 6 years at BAH after a tour in the U.S. Marine Corps where he served as a Sergeant in the Signals Intelligence field. Clayton has a Bachelor's Degree in Computer Networking from Strayer University and is working towards his Master's of Business Administration at the Johns Hopkins University.

Clayton is a current Microsoft SharePoint Server MVP and former InfoPath MVP who is very active in the SharePoint community. Clayton has coordinated and led two SharePoint Saturday Denver events and actively co-leads the Colorado SharePoint User Group. Additionally, Clayton has spoken at many conferences and user groups over the last few years in order to share his knowledge and gain new friends who share the same passion for technology. Clayton has a wife, Ann, and three young children, including twin baby girls. Clayton is an avid fan of the University of Alabama and races his Mitsubishi Evo in his free time (drag, autocross, and circuit).

Visit Clayton's SharePoint Madness (blog):

Sessions at DOCUMENT Strategy Forum 2011:
PC500 Solving Business Problems using SharePoint and InfoPath | Tuesday from 10:00am - 5:00pm

T.J. Furlong

Director, Department of State - Office of Directives Management
Ms. Thelma (T.J.) Furlong was appointed as the Director, Office of Directives Management in June 2000. During her tenure she managed the expansion of that office which included the development of a Department-wide forms program, management of the Undersecretary for Management's FAM-X Project to update the Foreign Affairs Manual, the development of new sections to oversee the Department's requirements under the Paperwork Reduction Act and Office of Management and Budget Regulatory requirements for Rulemaking.

Previously, Ms. Furlong worked in the Resources Management Office in the Bureau of Human Relations. She also has had an extensive federal career which has taken her to various locations in the U.S. and abroad while working with the Federal Bureau of Investigation, Department of Treasury, Department of Navy, and the United States Agency for International Development. Ms. Furlong is also very active in her community where she holds senior leadership positions with her church and the Boy Scouts of America.

A native of Maryland, Ms. Furlong holds degrees in Information Technology from the University of Maryland, Criminal Law from Anne Arundel Community College, and a Masters in Business Administration from University of Maryland.

Sessions at DOCUMENT Strategy Forum 2011:
T606 State's Strategy for Going Mobile with Documents | Thursday from 10:00am - 10:45am
F507 Is it a Form or is it a Document Analysis | Thursday from 1:45pm - 2:30pm

Rod Hodgman

VP Marketing, Avoka Technologies
Rod has been a software executive in large and small companies for over 25 years. Prior to joining Avoka he was Co-founder and VP of Marketing at Covergence, a leading provider of security and control solutions for Voice over IP (VOIP) and before that was Vice President of Marketing at Macromedia where he was responsible for bringing the first versions of Adobe Flex to market. Currently he is focused on bringing Avoka SmartForm Suite for LiveCycle ES to market. SmartForm Suite, a new generation of productivity solutions for the LiveCycle ES platform, empowers business teams to quickly build, deploy and manage LiveCycle ES customer interaction solutions without incurring IT resource constraints and lengthy release cycles.

Sessions at DOCUMENT Strategy Forum 2011:
T608 Case Study: Controlling the Quality of Data Captured by Mobile Field Workers | Thursday from 2:45pm - 3:30pm

Ray Killam

President, Essociates
Ray H. Killam, CFSP, CFC is President of Essociates Group, Inc, a forms management consulting company. Ray is a past-president of BFMA and serves on the BFMA Education Foundation Board of Trustees. He was presented the Jo Warner Award in 2001. Ray holds a BBA-Economics from Washburn University, an MBA from George Mason University, and a Masters Certificate in eCommerce from Creighton University.

Sessions at DOCUMENT Strategy Forum 2011:
F501 Understanding Forms – An introduction to the complexities of Design and Management | Wednesday from 9:00am - 9:45am

Lisa Lee

Manager, Forms Management, Standard Insurance Co.
Lisa Lee is the manager of Forms Management at Standard Insurance Company. Her team is responsible for managing the forms of several companies. She has directed and participated in a wide variety of forms projects. She currently serves BFMA as president emeritus. She was awarded the Award of Excellence by BFMA in 2009.

Sessions at DOCUMENT Strategy Forum 2011:
F505 Variable Data Printing: Customization and Personalization | Thursday from 9:00am - 9:45am

Angie Okamoto

Senior Technical Consultant, Avoka Technologies
Angie has been in the technology training industry for over eight years and is well known in the LiveCycle community. She has provided technology training and consulting to hundreds of businesses throughout the United States and is a frequent speaker for various business associations and technology events. She's an Adobe Certified Expert, an Adobe Certified Instructor and a Master Level Microsoft Office Specialist but it's the Adobe LiveCycle Enterprise Suite are the products she most enjoys teaching.

Sessions at DOCUMENT Strategy Forum 2011:
PC400 Designing Forms with Live Cycle Designer | Tuesday from 10:00am - 5:00pm

Daniel O'Leary

Vice President, Global Solutions, LincWare
Daniel O'Leary is the Vice President of Global Solutions for LincWare,an electronic forms and document assembly company that specializes in replacing paper forms with dynamic, electronic forms that integrate with a wide variety of ECM systems. He is an AIIM Ambassador, Distinguished Service Award winner, and an active member of the AIIM Los Angeles chapter. You can follow him on twitter at

Sessions at DOCUMENT Strategy Forum 2011:
T604 Mobile eForms in the Enterprise | Wednesday from 12:00pm - 12:45pm

Behdad Payami

VP of Operations, Cerenade
Behdad Payami is a software engineer with an extensive programming and development background. Mr. Payami co-founded Cerenade in 1992 and has since been instrumental in the development of a host of ground breaking electronic forms products. He has over 30 years experience in the IT sector and over 17 years dedicated to the electronic forms industry.

Sessions at DOCUMENT Strategy Forum 2011:
T602 E-Forms Management in Cloud Computing | Wednesday from 10:00am - 10:45am

Randy Popson

President, FSG Ltd.
Randy Popson, President of FSG Ltd. and 2008 Jo Warner award winner has over 18 years of experience in building software to simplify automating business processes. FSG Ltd. is an innovative technology company focused on providing products and services that reduce the cost to develop, manage, support and protect customers investment in structured content and digital processes. FSG Ltd. maintains a specific focus on building quality mobile computing software providing anytime, anywhere access to their solutions.

Sessions at DOCUMENT Strategy Forum 2011:
T601 Migrating to Digital Processes that Support Mobile Platforms | Wednesday from 9:00am - 9:45am        - one lucky attendee will win an iPad2! -

James Quigley

CEO, Canvas
Jim is an award winning mobile and wireless solution executive with a deep background in wireless start-up ventures.

As CEO of Canvas he is leading one of the fastest growing mobile start-up companies in the business market. Prior to Canvas to founding Canvas, Jim was V.P and Managing Director of the Enterprise Wireless Solutions Division of VeriSign. While at VeriSign, Jim and his team were honored with the prestigious Motorola Wireless Solution of the Year Award. Jim has also held leadership roles within other prominent wireless start-ups including Aether Systems, Orbcomm, and Peak Technologies (formerly a division of R.R. Donnelley). During this time period, Jim was named one of the top 20 executives in his field by the World Supply Chain Forum and Chief Logistics Officer Magazine, nominated by industry peers and awarded for his work in wirelessly enabling some of the countries largest enterprise organizations.

Jim is a graduate of the United States Merchant Marine Academy (B.S. Marine Engineering) and a former U.S. Naval Officer.

Sessions at DOCUMENT Strategy Forum 2011:
T603 From Ink to iPad | Wednesday from 11:00am - 11:45am

Ann Sargent

Adobe Forms Designer / Developer, Ann Sargent Design & Tech-Pro, Inc.
Speaker details coming soon.

Sessions at DOCUMENT Strategy Forum 2011:
T607 How to Think Like a Dynamic Form | Thursday from 1:45pm - 2:30pm

David Schroeder

Sr. Manager of the Forms Team, American Funds Distributors
David Schroeder is the Sr. Manager of the Forms Team at American Funds Distributors, 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 symposiums on Creating Forms Databases, Documenting Business Requirements and Forms Standards. David's background includes process analysis, training and business process re-engineering.

Sessions at DOCUMENT Strategy Forum 2011:
F502 Meet ALFRED - A Forms Management and Work Flow Database Case Study | Wednesday from 10:00am - 10:45am

John Sharp

Manager, Policy & Procedure and Forms, Vancity Credit Union
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's vision is to create clear, concise and usable content. By leveraging his diverse background in bridging business and technology gaps, business process transformation, and project management expertise, he is successfully delivering on this vision.

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. He is a resourceful, solution-focused and project-driven individual, committed to the conveyance of meaningful information.

Sessions at DOCUMENT Strategy Forum 2011:
F506 A Document's Life Cycle | Thursday from 10:00am - 10:45am

J.P. Terry

CEO, SmartDoc Technologies
J.P. Terry is the CEO of SmartDoc Technologies, a leading consultant in the field of intelligent document solutions with offices in NY, NJ, and Beijing, China.. SmartDoc specializes in LiveCycle and has developed paperless solutions for Fidelity Investments, Merrill Lynch, and Citigroup. J.P. often writes and speaks about dynamic PDF and is the author of Creating Dynamic Forms with Adobe LiveCycle Designer (Adobe Press, 2007) and Paperless: Real-World Solutions with Adobe Technology (Adobe Press, 2010). Prior to SmartDoc Technologies, J.P. founded BrandWizard Technologies, a division of Omnicom (OMC), and was the CEO of BrandWizard from 2000 until 2005.

Sessions at DOCUMENT Strategy Forum 2011:
T605 Business Forms on the Apple iPad | Thursday from 9:00am - 9:45am

Albert Weisner

Vice President, Information Analysis, Inc.
Al leads IAl's eCommerce Business Unit. He is responsible for IAl's sales, marketing, and support of IAl's eForms Solutions Offerings.

For over 16 years, he has worked closely with virtually all major agencies of Federal Government with over a dozen project involving professional services, electronic forms development, forms installation, application development and deployment, and training.

Al's previous experience includes: Director for Business Development for Cincinnati Bell Information System (CBIS), Sprint, Martin Marietta,and 22 years of executive, sales, and technical responsibilities at UNISYS (Sperry).

Al has severed as the Nations Capital Chapter Treasure for 9 years and was awarded the BFMA Award of Excellence in 2006.

Sessions at DOCUMENT Strategy Forum 2011:
F508Working with DHS Program Office, Forms Management, IT, Division of Administration to Successful Deliver Timely and Accurate Employee Benefits | Thursday from 2:45pm - 3:30pm

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