Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Register
Community Search
Essociates Group Certificate Program
Share |

Best Practices in Forms Management—Certificate of Achievement Program

Ray Killam, CFSP, CFC, Instructor

Earn a Certificate of Achievement in Forms Management, issued jointly by BFMA and Essociates Group, Inc.

What is this?

Best Practices in Forms Management is a year-long course consisting of 22 classes that covers all aspects of forms management. Successful completion of the course results in a Certificate of Achievement issued by BFMA, the Association for forms and forms management professionals.

Where are the classes? All classes are delivered online and require only a browser and access to the Internet. All class materials are provided in advance of each session. Exams are submittable PDF forms available online.
When are the classes offered? Two classes are scheduled each month over a twelve-month academic period, except December (only one class). Each class lasts approximately one hour. See Schedule for details.
Curriculum Outline

See Class Descriptions for more information.

Section One—Understanding Forms

  • 01—Understanding Forms: The Four Components
  • 02—The Forms Industry: History, Current State and Future Scenarios
  • 03—The Forms Development Workflow

Section Two—Forms Design

  • 04—Container Design
  • 05—Data Collection and Display
  • 06—Usability and User Interaction
  • 07—Design Standards and Conventions
  • 08—Managing Forms Deployment
  • 09—Issues in Electronic Forms

Section Three—The Best Practices Forms Department

  • 10—Definitions and Standards
  • 11—Forms Policy and Strategy
  • 12—Structure and Staffing
  • 13—Policies, Process and Procedures
  • 14—Forms Control and Forms Technology
  • 15—Metrics and Management Reporting

Section Four—Managing Successful Forms Projects

  • 16—Branding Your Forms Program
  • 17—Conducting a Call for Forms
  • 18—Electronic and Digital Signatures
  • 19—Designing Forms for Retention
  • 20—Developing a Program Manual and Style Guide
  • 21—Implementing Design Analysis
  • 22—Strategically Aligning Forms Management with Management Objectives

Exams are given after each section and a final exam is given at the conclusion of the last session.


Full registration fee is $899.00 per person. Each student registers separately and is assigned a logon. Only one student per logon is allowed.

Group discounts are available. Contact Essociates Group for details.

Registration Orientation starts January 9, 2020. Classes begin January 23, 2020. It's not too late to register!

Register online today!

Email registration form to


To register by phone, call 913-284-6573.


Fill, Print and Mail or fax registration form to:

Essociates Group, Inc.
3305 W 126th Street
Overland Park, KS 66213


Fax: 913-393-0152

About the Instructor

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.

more Calendar

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

Featured Members
Association Management Software Powered by YourMembership  ::  Legal