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2012 BFMA / DOCUMENT Strategy Forum - Speakers
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BFMA / DOCUMENT Strategy Forum - Speakers

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


Bart Alvarez

National Business Development, EMCM, MDP, MDC, MDA
Bart Alvarez is a senior member of "Software Solutions Team” at Neopost USA responsible for, document distribution consultation, new product implementation, and customer education. Bart’s Primary Focus is solutions support & education on implementing, evaluating and automating, document distribution print to mail operations. Bart’s direct industry experience includes speaking at events such as MAILCOM East and West since 2004, Mail Systems Technology "DOCUMENT 2008” Strategy Forum and education contributions to local Postal Customer Councils "Mailers Education” workshops. Bart has received certifications from the United States Postal Service in, Executive Mail Center Management, Mail Quality Control, Mail Design Professional, and Mail Design Analyst. Bart has also written many articles for publication with Office Solutions Magazine, Mail Systems Technology, and Mail Magazine.

F506 How the New USPS Announcements Affect the Costs of Mailing your FORMS | Tuesday 9:00am - 9:50am
M709 How On-Demand Document Enhancement During Print Production | Tuesday 12:00 - 12:50pm

Pete Basiliere

Pete Basiliere is research director in the technology and service provider organization of Gartner, providing research and advice on production printing systems and applications, strategic document outsourcing (SDO) and 3D printing. Before joining Gartner, Mr. Basiliere worked as the operations manager responsible for corporate printing and mail facilities for Liberty Mutual Insurance Group.

AD401 The Nexus and Your Document Strategy | Wednesday 8:00am - 8:50am

Michael Benedict

VP Application Store, Canvas Solutions
Michael is VP of Canvas Solution's Application Store. He is responsible for building the Application Store's Content as well as managing Canvas's content marketing and acquisition strategy. Michael has over 18 years of marketing experience, with a specialization in the Small and Mid-Sized Business segment. Michael has held leadership positions in marketing strategy and product management, having served as Marketing Director for the Deluxe Corporation's Construction and Retail Markets. He was also the Product Manager for 24 Product Lines, including the company's Business Forms, where he implemented Deluxe's diversification into Mobile Forms. He has developed and implemented successful marketing programs targeting specific markets, new business startups and high value customer segments. He is also certified in Six Sigma. He has held marketing positions in other organizations including NEBS, Inc., The Franklin Mint and Jones, Day, Reavis & Pogue. Michael is a graduate of Southern Methodist University (B.A., Economics) as well as the Thunderbird School of Global Management (MIM).

M703 From Ink to iPad | Monday 12:00pm - 12:50pm

Tony Byrne

Real Story Group
Tony Byrne is the president of Real Story Group and oversees all of its technology research focused on various areas of enterprise content management. He is a former journalist and a 20-year technology industry veteran. Mr. Byrne now focuses his own research on enterprise community and collaboration software, SharePoint and web content management.

AD403 Conducting The Real Story on Enterprise Social and Collaboration Vendors | Wednesday 10:00am - 10:50am

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 over 20 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.

F503 Conducting and Organization Wide Forms Review | Monday 12:00pm - 12:50pm

Ben Elmore

CEO & Co-Founder, Twin Technologies
Ben is the strategic driving force behind Twin Technologies becoming a leader is software consulting. Twin Technologies specializes in building business optimization solutions that solve the human-to-document workflow challenge. With over 20 years in the industry, Ben has a long track record of forecasting both emergent technology and market trends. Ben is a published author, industry big tent speaker and has been a regular industry expert on Adobe analyst calls. Ben enjoys family, good food, lively technology debate and leading Twin Technologies from its home base of Albany, NY.

W607 Best Practices for Enterprise Form Management and Extending Business Processes to Mobile | Tuesday 10:00am - 10:50am

Joel Farmer

Director of Support and Training
Joel L. Farmer spent 4 years as a technologist with one of the leading art supply houses in the country, CJAS. While at CJAS, Joel was instrumental in tooling up a new manufacturing division, utilizing current technologies to eliminate paper-based processes, and improving overall efficiency through technology. After leaving CJAS, Joel joined the IBM PC Division here in Research Triangle Park, with the ThinkPad division as a Test Team Lead and developer. He joined Mi-Co in 2004 where he serves as its Director of Support and Training and performs customer implementations daily for Mobile e-forms.

M705 Mobile eForms: Form Design Best Practices | Monday 3:10pm - 4:00pm

Nancy Flor-Gawel

Manager, Forms Management
Nancy was one of the founders of the eForm program at Mercedes-Benz Financial and Chrysler Financial. She and her team have worked to create eForm systems and workflows with advanced functionality to provide greater business efficiencies. Before she worked in the form arena, she was a computer programmer, systems analyst and project leader. Nancy holds a bachelors degree from Lawrence Technological University and an MBA from Wayne State University.

W604 Beyond Sneaker-net: How Workflow helped Mercedes-Benz Financial Automate its Form Project Request Process | Monday 2:10pm - 3:00pm

Tamar Gomes

Audiologist, Au.D., CCA-A, Children's Hospital Boston
Tamar Gomes, AuD, CCC-A is an Audiologist at Children’s Hospital Boston. She teaches at Boston University and has been a guest lecturer for the Massachusetts Early Intervention Consortium, the National Youth Leadership Forum, and the Next Steps Conference. Dr. Gomes co-coordinates the College Transition Seminars for Deaf & Hard of Hearing Students and is the Tablet & Mi-Forms Super User for the Center for Communication Enhancement at CHB. She obtained her Bachelor’s degree at The University of North Carolina at Chapel Hill and then attended Gallaudet University where she earned her Masters and Doctorate in Audiology.

M708 Using Electronic Forms on Tablet PCs for Better Audiology Patient Data Assessment | Tuesday 11:00am - 11:50am

Kelly Halseth

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

M509 Marketing Strategies in Forms Management | Tuesday 11:00am -11:50am

Rob Harding

CEO, FormFast, Inc
Rob Harding is the CEO of FormFast, Inc,, which is the dominant document and content automation vendor in the healthcare market. He holds a BA from Amherst College and an MBA from Iona University. With 19 years in a variety of management positions with Standard Register and twenty years as the owner and CEO of FormFast, Rob is well qualified in the document space.

M609 Changes from Obamacare and Medicare and other national health plans worldwide raise the ante for enterprise efficiency of healthcare institutions. How can successful document and workflow strategies make a difference? | Tuesday 12:00pm -12:50pm

Jim Healy

Founder and C0-CEO, FormRouter, Inc.
Jim founded FormRouter in April 2001 and serves as 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. His clients included GE, Dupont and The United Way. Jim holds undergraduate degrees in Business and Psychology from the State University of New York at Albany.

W603 How To Collect PDF Forms with Digital Signatures from iPads Into Popular Databases | Monday 12:00pm -12:50pm

Elaine Jones

Business Analyst, Workers' Compensation Board-Alberta
Elaine is a business analyst with the Workers' Compensation Board - Alberta (WCB), where she has worked for 34 years. As the WCB moves forward in providing our clients with successful online experiences, her role at the WCB has evolved from internal system development and support to working on our web-based applications. Elaine is also responsible for editing and maintaining publications such as procedures, forms and letters. She has developed and presented training sessions for staff and employers on our systems and processes, most recently in my position as a training analyst in 2009.

W602 Successes and Lessons Learned Deploying an Online Reporting System | Monday 11:00am -11:50am

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 | Monday 10:00am -10:50am

Peter LaBelle

Training Manager, 4Point
Peter LaBelle is a Technical eForms Training Specialist at 4Point. Peter has over 20 years of experience developing and training forms based solutions and is creator of the popular "LiveCycle in Three Days” video training available on In his current role, Peter educates customers and partners about the capabilities of the Adobe LiveCycle platform. He also lends his hand in developing applications for awide range of customers in the commercial and government sectors.

W607 Best Practices for Enterprise Form Management and Extending Business Processes to Mobile | Tuesday 10:00am - 10:50am

Craig Le Clair

Forrester Research
Mr. Le Clair is the vice president and principal analyst serving business process professionals at Forrester Research. He is a leading expert on information management and enterprise content management (ECM). Mr. Le Clair was also a cofounder of docHarbor and has held senior positions with several document management providers during the past 15 years.

AD404 CLOSING KEYNOTE: The State of the Document Processing Services Industry 2012 | Wednesday 1:15pm -2:30pm

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.

W608 Visitor Registration with Forms Experience Builder | Tuesday 11:00am -11:50am

Richard Mahoney

President, CEO, Certified ECM Practioner
Richard Mahoney has been in the Document Management industry for over 17 years. Richard earned his MSE from Tufts University in 1979. As President and CEO of KeyNet, Inc., Richard has service more than 300 KeyNet Document Management accounts in the US, Canada, Europe, Australia and Africa. His work includes supporting existing accounts to solve document and content management problems as well as OCR and Forms Processing. Richard has given more that 100 presentations to government and business audiences. Richard is a Certified ECM Practitioner. ECM, which stands for Enterprise Content Management, is a certification offered by the AIIM association.

W605 Forms Processing Automation for AR/AP Semi-Structured Forms | Monday 3:10pm - 4:00pm

Steve McGovern

Consultant/Analyst, GOOD FORM - Business Forms Development
Steve's career began as a designer for a national printing company in Ottawa, Ontario. He acquired critical expertise in both the design and management of multilingual forms products first as a forms analyst with the Canadian federal government, then as a methods analyst with the Government of the Northwest Territories in Canada's arctic. The federal government's mandate was for services in two official languages; the GNWT had a mandate for services in eight official languages, including six aboriginal languages. Steve is now a consultant/analyst with GOOD FORM - Business Forms Development.

F502 Multilingual Forms and Management | Monday 11:00am - 11:50am

Benjamin Moreland

Benjamin Moreland is a senior analyst in Celent’s insurance practice. His research focuses on data mastery (BI/analytics), policy admin systems, outsourcing, business process management (BPM), portals and SOA. Prior to joining Celent, Mr. Moreland was director of enterprise architecture in the P&C division of The Hartford, responsible for SOA strategy, direction and implementation.

AD402 Meeting Customer Expectations with Enterprise Document Automation | Wednesday 9:00am - 9:50am

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.

M704 Knowledge Management in Print Expanding the Value Chain | Monday 2:10pm - 3:00pm

Peter Nicholson

Product Manager/Sales Engineer, Anoto
Peter Nicholson has been working for Anoto Inc. for the past 5 years. His primary responsibilities are to provide technical support for the Sales team engaging partners and end users with Anoto’s digital pen technology. Peter also has 21 years of experience working in the forms industry for Standard Register. He started as a business analyst, became a certified project manager and managed a technical support team. Peter holds a Master of Science in Information Systems from Bryant University.

W606 Back to the Future with Pen to Paper | Tuesday 9:00am - 9:50am

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.

M702 OBRIEN Product: Digital-CCP: A Collaboration + Communication Platform | Monday 11:00am - 11:50am

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.

M707 Cerenade Product Session | Tuesday 10:00am - 10:45am

David Schroeder

VP, Sr. Forms Manager, 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 BFMA conferences on a variety of topics. David's background includes process analysis, training and business process re-engineering.

F508 Using ALFRED: A Forms Management Database | Tuesday 11:00am - 11:50am

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.

F505 Translating the Document Vision into Reality | Monday 3:10pm - 4:00pm
F509 The Forms Eco System | Tuesday 12:00pm - 12:50pm

Jeff Stanier

LiveCycle Product Manager, Adobe
Jeff Stanier is the Group Product Manager for Adobe LiveCycle Enterprise Suite. A 15 year veteran in the field of form and document processing, he has worked with customers around the globe to improve business efficiency and improve customer and citizen engagement. Jeff holds an BA in Law from Carleton University and an MBA from Athabasca University. Jeff works out of Adobe’s offices in Ottawa, Ontario Canada.

W607 Best Practices for Enterprise Form Management and Extending Business Processes to Mobile | Tuesday 10:00am - 10:50am

Margaret Tassin

President, CFSP, CDC, Forms Doc, LLC
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. She has been an active member of BFMA since 1982. Ms. Tassin has chaired BFMA's Form System Certification Board. She was one of the four initial inductees into Business Document's End User Hall of Fame. At the 1997 Symposium, Ms. Tassin was presented with the Award of Excellence, one of BFMA's most prestigious honors.

F504 Database Concepts | Monday 2:10pm - 3:00pm

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 Apple enterprise iPad and iPhone solutions. SmartDoc has developed paperless systems for Fidelity and MetLife and is a member of the Adobe Solutions network. With our global offices in New York, New Jersey and Beijing-China, we offer high-quality, 24-hour development at very attractive rates. J.P. often writes and speaks about dynamic PDF technology and is the author of the Adobe Press books, "Creating Dynamic Forms with Adobe LiveCycle Designer” and "Paperless: Real-World Solutions with Adobe Technology. The sample files for these books are available at Mr. Terry is an ACI (Adobe Certified Instructor) and an ACE (Adobe Certified Expert) in LiveCycle ES2. SmartDoc has created award-winning Apple iOS apps including the new "Antietam 150” that was nominated for an Apple 2012 Design Award. You can experience SmartDoc’s mobile solutions by installing either of the following apps from the Apple App Store; "Antietam 150” or "SmartDoc Expense Report”.

M706 Designing Mobile Forms | Tuesday 9:00am - 9:50am

Josh van Tonder

LiveCycle Product Marketing Manager, Adobe
Josh van Tonder is the Product Marketing Manager for Adobe LiveCycle. In this role, Josh works with government and commercial organizations to more efficiently and effectively interact with their citizens, customers, and employees. Prior to Adobe, Josh was a software developer at start-ups in the information retrieval and mobile technology industries. Josh holds a MBA and master’s degree in public policy from the University of Chicago and a BA in computer science from the University of Minnesota.

W601 Deliver More Efficient End-to-End Mobile Document Processes Online and Offline with Adobe LiveCycle | Monday 10:00am - 10:50am

Phillip Yadidian

President and Co-Founder, Cerenade
After graduating from UCLA in 1984, Phillip started his career with Teradyne Corporation where he was responsible for the design and implementation of the operating environment for Teradyne's VLSI test systems on top of Sun's Solaris. His software engineering career continued at Locus Corporation, where he participated in the development of the AIX operating system in addition to spearheading an automated approach to internationalization of AIX. Phillip also possesses extensive networking expertise, with several years of experience in the area of UNIX Operating Systems. He began his research of Interactive Multimedia and Office Automation technology in 1986, with the focus on building a company specializing in developing business applications. In 1992, Phillip partnered with Behdad Payami and launched Cerenade. Phillip's extensive background in graphics and computing is the foundation of Cerenade. Currently, Mr. Yadidian is serving as President for Cerenade as it moves forward as a leader in Integrated Forms Management solutions.

M701 eForms and Business Process Management on Mobile Platforms | Monday 10:00am - 10:50am
M707 Cerenade Enterprise Forms Management | Tuesday 10:00am - 10:50am


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