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May 21–23, 2018

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

Angie Okamoto

Angie is a techie at heart, with a long history in software training.  She thrives on helping others succeed with their projects.  Customer success requires informed choices, so the best available solution for each situation can be selected.  Angie has been with Avoka for over 8 years and teaching for 18 plus years.


Making the Digital Transformation to Mobile Responsive Forms

Campfire: The promise of electronic forms — how's that working for you?

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.


The Impact of Blockchain on Forms & Document Management

Brad Caudell

Brad is Vice President of RRD's Strategic Communications Solutions Group, helping companies create and deploy personalized, multi-channel communication solutions that drive sales growth, enhance loyalty, and improve their ROI. Throughout his career, which he began as a business forms sales executive, Brad has held a variety of marketing, business development and executive leadership roles, including CEO of a cloud-based document composition company.


Forms Management with Data Merge Applications — there's more than meets the eye.

Bruce Boswell

Bruce Boswell has always considered himself a creative guy with a technical aptitude--two qualities that have served him well throughout his forms career. Bruce laments that good design is too often an afterthought, to the great detriment of employees (and employers!) everywhere. Opportunities to improve processes are routinely passed over in the reckless pursuit of expediency.


Building Forms Solutions, not Forms — Going beyond basic design towards process improvement


Dustin Borklund, CFC, CCEP

Dustin Borklund has been involved with BFMA since he became the youngest Certified Forms Consultant at age 19, many years ago. He has managed forms programs for Kaiser Permanente, Salick Health Care and most recently, Toyota Financial Services. When TFS realized that forms were important compliance controls, Dustin trained as a Compliance Officer and obtained a Certified Corporate Compliance and Ethics Professional designation.


Forms as Compliance Controls

Campfire: The promise of electronic signatures — how's that working for you?

Elizabeth Rosenzweig

Elizabeth Rosenzweig is a Principal Usability Consultant and Adjunct Faculty at the Bentley University User Experience Center. She has worked as a consultant and employee in several major corporations for more than 30 years and holds 4 patents for intelligent user interface design. Elizabeth started and runs the global initiative World Usability Day and is the author of the book "Successful User Experience: Strategies and Roadmaps".


Wireframes for Testing and Design

Jeanne Petty

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.


The Possibilities and Limitations of JavaScript in PDF Forms

Accessibility in PDF Forms from Design to Deployment

Jeff Carta

Whether he’s building partnerships, consulting with enterprise clients, or keeping his band on track, Jeff Carta never misses a beat. Decades of experience with e-forms, ECM, workflow and other paperless technologies gives Jeff a complete perspective on the challenges facing organizations in industries beyond healthcare—and more importantly, the solutions.


Building a Case for Paperless with ROI

John Bov

Jon Bove

In 1995, Jon realized how many publishers could best lower their translation costs by taking a hard look at their source English. He co-created I Didn't Know it was Loaded: How to Stop Murdering Your Message, a graphic book of tips and recommendations for writing English with translation in mind. Currently he works with the City of New York as they implement a new language access law including a plain English mandate.


Plain English Documents that Pay for Themselves

Kelly Halseth

Kelly 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.


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

A Deeper Dive in Mobile Forms: Sliders, Buttons & Doohickeys

Campfire: The promise of electronic forms — how's that working for you?

Margaret Tassin, CFC, CFSP

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.


Book of Knowledge:  Information Management

Making Your Database Work for You

Campfire: The promise of electronic forms — how's that working for you?

Mary Hegarty

My journey began in a small town where “Customer Experience” was always personal: dry cleaner: uncle, milkman: father’s cousin, college loan officer: former Girl Scout leader. Choices were limited, but loyalty strong. My Grampa had an ice cream truck. The large line at each stop was a testament to his superior product, good service and kindness. Times have changed, but goals are still the same: trust, loyalty, satisfaction. I've learned a lot along the way!


Forms: The “Service Area” of the Customer Journey

Olufunke Somefun

Olufunke Somefun is a Forms Business Analyst with Alberta Health Services working from the Calgary location.
She is seen by others as pragmatic, dependable and able to get things done. She is a good organiser and seeks to control the world around her with structure and discipline. She dislikes confusion, inefficiency, half measures and anything that she sees as aimless or ineffective.


What Does Your Client REALLY Need? (Determining customer needs and requirements)

Rajesh R. Kandasamy

Rajesh enjoys helping his customers (many government agencies and financial institutions) transform and streamline their business around forms and back end processes, so they can have a quick and gratifying experience when filling those forms and getting things DONE.

Rajesh is a renowned Adobe LiveCycle and AEM Forms product expert/speaker. He is currently the Managing Director at Rhombuzz Digital, a certified consulting and training provider for AEM Forms and Adobe LiveCycle. Rajesh holds a Master’s in computer science and has over 16 years of experience in document/forms, content and workflow management systems.  He is the first person worldwide, authorized and certified by Adobe to teach AEM Forms (Adobe LiveCycle).


Get a Spark. Take your Forms to Form-based Workflows

Ray Killam, CFC, CFSP

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.


Forms Management and the US Federal Government

Sorting through the options on Electronic Signatures

Campfire: The promise of electronic signatures — how's that working for you?

Robert Linsky

Robert is the Director of Information Design at NEPS, Inc., a customer communications management company. His focus is on variable data documents and forms in the financial, insurance and healthcare industries. Mr. Linsky developed the LUNA (Locate, UNderstand & Act) philosophy of clear communications. He has spoken at many conferences and venues including BFMA.


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

Sam Pfeifle

Sam is Content Director at International Association of Privacy Professionals (IAPP) after stints overseeing a number of B2B publications, including titles in the physical security, workboat and 3D data capture industries. Pfeifle has a BS in education and a BA in English from the University of Vermont, and spent two years as a high school English teacher in New Hampshire.


The Privacy Imperative

Campfire: Privacy legislation and the changes to your organization and to forms management

Sandra Serkes

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.  


Forms Management Evolution to Records, Information Governance and Beyond

Shantelle Boatright, CFSP

Shantelle Boatright is a Forms Business Analyst with Alberta Health Services, an organization supporting 125,000 staff, physicians and volunteers and over 100,000+ forms. Prior to taking up the cause to "change the world, one form at a time", Shantelle spent 8 years in project management and 12 years as a paralegal.


BFMA Body of Knowledge: Communication Skills and Functions

Campfire: Privacy legislation and the changes to your organization and to forms management

Steve Weissman

Steve Weissman brings order and discipline to the use and protection of your business-critical information. Specializing in information governance and process innovation, he is a former BFMA International Board Member, co-founder of the Information Coalition, and a member of the AIIM Company of Fellows. The Info Gov Guy™ by day and a Baseball Guy by night, he is multi-credentialed in both arenas and can be reached at 617-383-4655 /


Dr. Strongarm: How to Get Others to Stop Worrying and Love the Form

Tom Ziencina

CEO/Founder of Complete Paperless Solutions and Formidable Mobile Data Capture. Tom has been involved with Electronic Content Records management for the past 21 years and has worked with evolving technology for forms data capture.


The Pen Is Mightier than the Keyboard

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2020 BFMA Annual Conference

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