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2018 BFMA ANNUAL CONFERENCE/DOCUMENT Strategy Forum: Sessions May 21
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Sessions for Monday, May 21, 2018

Overview | Conference Packages | Speakers | Tracks | Special Events | Travel | Presentations | Exhibitors

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* Pre-Conference Activities


Forms Management (500s)

Forms Technology Solutions (600s)

6:30am – 5:00pm

Registration Desk open

9:30am – 10:20am

501 I'm a LUNAtic. Create forms in clear communications and you can be one too!

Presenter: Robert Linsky

To create clear communications in forms, use the LUNA philosophy which encompasses information design, graphic design, plain language, usability and psychology. Using case studies and examples, Robert will show how clear communications can be created successfully.

601 Wireframes for Testing and Design

Presenter: Elizabeth Rosenzweig

Wireframe designs are useful in testing because they show users and stakeholders the form related information before it is finalized. Using wireframes prototypes for forms, the testing cycles can easily incorporate meet the needs of the users. This talk will examine how wireframes are used for iterative testing and design and provide actionable steps that can be used to design and test form.

10:30am – 11:20am

502 Forms Management and the US Federal Government

Presenter: Ray Killam

Most agencies within the US Federal Government have a formal forms management program. The requirements for a forms management program are mandated by the Federal Administrative Regulations and managed by the General Services Administration. This session looks at the formal requirements and points out some of the specifics for civilian agencies, the Department of Defense, and the Administrative Office of the Courts.

602 The Impact of Blockchain on Forms and Document Management

Presenter: Alan Pelz-Sharpe

Blockchain will be the biggest disrupter to business information management in decades. Yet it is poorly understood and is impact underestimated. In this session we will explain the fundamentals of blockchain for information management and provide advice on how to embrace the challenges and opportunities to come.

11:30am – 12:20pm

503 Body of Knowledge: Information Management

Presenter: Margaret Tassin CFC, CFSP

The new BFMA Body of Knowledge contains a section on Information Management. IM is surely something that you do on a regular basis but you may have never thought to put this label on it. This session identifies those areas of IM pertinent to the Forms Management Program.

603 The Pen Is Mightier than the Keyboard

Presenter: Tom Ziencina

Learn about evolving technology for form completion and data capture. What are Microsoft, Apple, Google and others bringing to the table with technology for data capture? Is the keyboard being replaced?

12:30pm – 2:00pm

Networking Lunch: Guess Who's Coming to Lunch?

2:10pm – 3:00pm

504 Plain English Documents that Pay for Themselves

Presenter: Jon Bove

This session presents some of the reasons why companies typically tolerate complex, confusing forms and documents. Mr. Bove refutes each reason and shows how clear documents can return immediate savings and other quantifiable benefits to companies and virtually pay for themselves. Conferees will find the specificity of Mr. Bove’s case studies and the weight of his arguments on behalf of clarity to be readily adaptable to their work environments.

604 The Possibilities and Limitations of JavaScript in PDF Forms

Presenter: Jeanne Petty

Using JavaScript opens up a whole world of potential in PDF forms. both standard and XFA. JavaScript can be used to add formatting, validation, business logic and merge data with forms. It can perform a custom data submit or be used to automate tedious processing and close work flow gaps. When implementing a JavaScript based solution it is critical to know the limitations when it comes to mobile compatibility and the proliferation of PDF viewing options.

3:10pm – 4:00pm

505 Body of Knowledge: Communication Skills and Functions

Presenter: Shantelle Boatright CFSP

Good communication skills can be a game changer in today's competitive business world. Forms management requires a good proficiency in communications — skills such as customer service techniques, counsel and guidance, influencing and persuasion, negotiations, facilitation, requirements gathering, presentations, and relationship building on all levels. This session will touch communication skills and why they a vital part of the Forms Management BOK.

605 The Good the Bad and the Ugly: Strategy & Design in Mobile Forms

Presenter: Kelly Halseth

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.

4:00pm – 6:00pm

Triple D Reception


BFMA General Meeting—Provincetown Room (Fourth Floor)

All BFMA members are strongly encouraged to attend the Annual Meeting that is required by our bylaws. The General Meeting brings the installation of the new Board of Directors for the coming year and a chance for members to show their support of these people who volunteer so much of their time. The Association President will discuss the state of the Association.

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

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