Protecting the Industry from Producing Poorly Performing Documents…

10:00am-5:00pm

PC100 – AIIM's SharePoint Practitioner Certificate Program
SharePoint has become one of Microsoft's fastest selling products of all time and one of the most recognizable names in the technology sector, but what is it really? What does it really do? How can organizations harness its true potential? A successful implementation of SharePoint requires so much more than simply purchasing this solution. Enterprises must approach such initiatives with a sound strategy and structure for how to share and manage information across the organization. This special, full-day workshop, offered by the AIIM Certificate Program, introduces enterprise strategies and technologies for managing content using SharePoint, primarily focusing on 2010 capabilities while touching on 2007 or earlier capabilities as needed, and addresses information governance, integration techniques and migration. Attendees will have access to the online materials and exam to gain the official AIIM designation of SharePoint Practitioner. The designation is valid for 5 years.

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PC200 – Achieving Sustainable Cost Benefits of Managed Print Services: Strategy & Best Practices
Cost reduction has always been a top concern for any enterprise's bottom line, much more so now as organizations are still feeling the harsh lessons of the recent recession. With this focus on cost, along with evolving demographics and emerging technologies, it is no surprise that we have seen the rise of managed print services (MPS). Today, many executives are looking to get a handle on their printing costs and identifying potential cost-saving opportunities. To fully realize the benefits of a managed print program, organizations will need to understand how to effectively manage the full document life cycle — from its point of origin to its return to electronic format. This special, full-day workshop offers MPS concepts, strategic adoption of print programs and best practices to achieve the best cost benefits.

Instructor: Ken Stewart, Photizo Group Ken Stewart works as a senior consultant at Photizo Group and acts as a leading advocate of managed print services research and consulting. Mr. Stewart is also the founder of the industry blog, ChangeForge.com and has successfully navigated the technology and business landscape for over a decade, advising businesses on using technology process and people to overcome challenges.

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PC300 – Mailpiece Design Consultant (MDC) Certification Program
We are pleased to present you with the opportunity to become a Mailpiece Design Consultant (MDC) through the Mail Systems Management Association's (MSMA) Certification Program. Why get certified? Your company needs to have a point person within your organization — someone who has the ability to evaluate the cost of the mailing of a newly designed document. By becoming certified, you will demonstrate that you have gained a greater understanding of the USPS requirements, as they relate to mailpiece design, and the preparation of discounted mailings. The certification also demonstrates that you have an enhanced capacity to analyze discount payment options for mailing applications. The certification is designed for anyone responsible for the design, printing or mailing of any document. The MDC certification confirms that you have met the requirements as established by the mailing industry's leading certification entity — MSMA. Prior to the exam, you will be given the necessary study materials. But even better, we start the day with a two-hour refresher course, which provides a high-level overview of mailpiece design requirements, classes of mail, extra services and commercial mail preparation as well as a 25-question pre-test. In the afternoon, you will take the exam, which is comprised of true/false and multiple choice questions. As an "open book" exam, you may use the MDC Study Guide and/or any other postal publications. You will have four hours to complete the exam. Successful completion is a score of 90% or better. Those receiving certifications will be honored at the Forum. Sign up early to get your study materials in advance of the Forum.

Instructor: Trevor Ward, Pitney Bowes Inc. Trevor Ward is currently a market competitive consultant for Pitney Bowes Inc. Mr. Ward has been a member of Mail Systems Management Association since 2000 and presently serves as the president of the Chicago Chapter Executive Board and as a regional director on the National Board of Directors. He has been a frequent speaker at industry conferences holds professional certifications as a Mailpiece Design Consultant and a Certified Mail and Distribution Systems Supplier.

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PC400 – Designing Forms with Adobe® LiveCycle® Designer
In this special, full-day workshop, attendees will review the basic tools of Designer, exploring the form components in the standard library as well as create their own in the custom library, and learn design tips and tricks while avoiding common design problems. Discussion around how static form design compares to dynamic form design will be included as well as tab order, importing from Word or existing PDF files, action builder, alignment and layout techniques, tables, basic math calculations with scripting, master pages and multiple-page layouts. This tutorial will also discuss techniques to add intelligence to the form and to create dynamic layouts that react to the data or to user interactions.

Presenter: Angie Okamoto, Avoka Technologies Angie Okamoto has been in the technology training industry for over nine 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.

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PC500 – Solving Business Problems Using SharePoint and InfoPath
Although InfoPath has been a part of Microsoft Office since the 2003 version, most people haven't even known it was on their desktop. Now, though, with the release of both Office 2010 and SharePoint 2010, the importance of utilizing InfoPath has grown to the point that people are finally starting to take notice. InfoPath is embedded all over the SharePoint 2010 product as well as other Office 2010 products, which makes it an invaluable tool to learn, whether it be as a developer of forms and solutions or as a user who understands that this tool can be considered when determining different ways to resolve business issues. This special workshop will offer attendees a sneak peek into the latest versions of SharePoint and Microsoft Office, walk through the latest features of InfoPath and discuss how these tools are helping organizations improve their processes.

Presenter: Clayton Cobb, Planet Technologies Clayton Cobb serves as the director, US Central Region of Planet Technologies and is a SharePoint technical architect. He is a current Microsoft SharePoint Server MVP and former InfoPath MVP who is very active in the SharePoint community. Mr. Cobb has also coordinated and led two SharePoint Saturday Denver events and actively co-leads the Colorado SharePoint User Group.

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9:00am-9:45am

S101 – Enterprise Content and Records Management with SharePoint: A Roadmap (Part 1)
Enterprise information governance depends on “domain experts” to guide the organization regarding best approaches to deliver business value within compliant records management solutions. Working together, these experts address common concerns we have seen in enterprise SharePoint 2010 deployments, such as information life cycle management, site provisioning, vital records, digital shredding, information security and legal process integration. This session will detail the requirements for implementing information governance within SharePoint 2010, including DoD 5015.2 capabilities for information governance. Additionally, attendees will learn how to take advantage of tools that extend the SharePoint 2010 platform to achieve compliance within their environment.

Presenter: Mike Alsup, Gimmal Group Mike Alsup is the founder of Gimmal Group, a leading ECM and RM solution provider. Previously, he worked for Accenture and Booz, Allen and Hamilton and co-founded two Systems Integrators, BSG and Align Solutions. Mr. Alsup was an Ernst & Young Entrepreneur Of The Year for IT Services in 2008. In addition, he is a past two-term member of the AIIM International Board of Directors.

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D201 – Marketing & Social Media: Issues and Best Practices
The sweeping popularity and adoption rate of social networking websites doesn't seem to be slowing any time soon. Sites like LinkedIn, Myspace, Twitter and a number of others provide an outlet to instantly reach out, connect and to share thoughts with only a click of the mouse. This phenomena has prompted many an industry to seek ways to utilize this latest tool to communicate with customers and to seek new ones. Yet, how can you leverage these platforms to effectively market to your customer without alienating them? This session will discuss the inter-relationship of marketing and social media, its rules of advertising and the sanctions for breaking them.

Presenter: Jason Mueller, Locke Lord LLP Jason Mueller is an associate of the intellectual property section of Locke Lord LLP. Mr. Mueller has experience relating to trademark, copyright and patent matters, including litigation, licensing and exploitation. Selected by Texas Monthly as a Rising Star in 2010, he also has extensive experience in advertising and marketing law.

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O301 – Using ADF Technology to Accelerate Your Print and Output Operations
How do you get more done without adding resources? Many organizations are doing it by accelerating print and output productivity through Automated Document Factory (ADF) processes. In today's economy, gaining productivity while lowering costs through automation is the name of the game. In this session, attendees will learn how to: Maximize applications and infrastructure; Increase mailing efficiencies and postal savings; Simplify data re-engineering and TransPromo implementation; Augment e-Delivery and compliance initiatives; Implement job management and production control; and Support eco-friendly "Green" initiatives with mobile management and control.

Presenter: Mary Ann Rowan, Solimar Systems, Inc. Mary Ann Rowan is the chief marketing officer and vice president of Sales forSolimar Systems, Inc. She is a leading expert on high-volume, transactional and variable data printing with specific focus in automating workflows, multi-channel distribution, enterprise print output management, document re-engineering, production PDF workflows, e-presentment and integrated secure job and item-level tracking via the web.

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M401 – How Cloud Computing Is Revolutionizing Mail
Cloud computing and software as a service (SaaS) technologies are being adopted across many industries, bringing significant efficiency and cost savings to end users. If your organization uses mailing software, it's likely that you already rely on the cloud for NCOALink processing and other services. This session will discuss the opportunities and unique challenges that cloud computing poses for a multitude of mail services. Attendees will learn key takeaways: An understanding of cloud computing, as it relates to mail; Cloud computing resources for mailers; and How to evaluate total cost of ownership of software and cloud computing.

Presenter: Josh Evans, Lorton Data Josh Evans is the vice president of Product Development at Lorton Data. Mr. Evans has worked in the direct marketing industry for over 10 years and currently plans and implements new products for Lorton Data with an emphasis on cloud computing.

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F501 – Understanding Forms: An Introduction to the Complexities of Design and Management
The forms development process is frequently complex, with many opportunities for inefficient support for forms-based requirements. To begin to understand the complexities, it is useful to examine each component of the form, including Intent, Container, Data and Image, as well as the type of form, such as pForms (physical substrate), eForms (electronic), iForms (Internet or web forms) and vForms (virtual or code-based forms). This session will provide a foundation for any forms analyst, designer, developer and manager and offer a unique perspective to the forms development process.

Presenter: Ray Killam, Essociates Group, Inc. Ray Killam has been in the forms management industry for more than 40 years and is a frequent speaker and writer on many forms-related topics. He is the president of Essociates Group, a forms management consulting company offering a wide range of forms services. Mr. Killam also has served as president of BFMA and a board member of the InternationalBusiness Forms Industries.

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T601 – Migrating to Digital Processes That Support Mobile Platforms
Today's technologies, such as smartphones and tablet computers, provide tremendous opportunity to fully automate processes. Creating a true digital process allows enterprise users to be freed from platform dependence, enabling the ability to quickly and easily participate in a process whenever and wherever they are. This session will explore: How mobile technology is changing and challenging the industry; Best practices for using mobile technology to automate business processes; and How to migrate electronic forms into a structured content management program that will get management's attention.

BONUS: One lucky attendee of this session will win a new iPad2 in a special giveaway!

Presenter: Randy Popson, FSG Ltd. Randy Popson is the president of FSG Ltd., an innovative technology company focused on providing products and services that reduce the cost to develop, manage, support and protect customers' investments in structured content and digital processes. With over 18 years of experience in building software to simplify automating business processes, Mr. Popson is a 2008 Jo Warner Award winner.

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10:00am-10:45am

S102 – Document Imaging, Management and Workflow Best Practices for SharePoint
Learn how to empower enterprise knowledge workers to become part of the SharePoint revolution, not victims of a weak ECM strategy. This session will walk attendees through the features needed to not only build a document management solution but also how to design it so workers love to use it. Through numerous case studies focused on content capture, paper scanning and retrieval, this presentation will help attendees understand why the lower total cost ownership has helped SharePoint become such an attractive solution to so many organizations.

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D202 – Managing Enterprise Document Strategy in a Multi-Channel World
It is essential to have sound strategies in place for adapting to customer communications needs, as consumers increasingly prefer mobile and electronic channels. Many enterprises are striving to improve customer satisfaction and retention by supporting increased expectations for rich, interactive, real-time consumer experiences. This session will provide key insights on the evolution of customer communications and the implications for enterprise strategies for content management. Mr. Greenfield will connect many of the past priorities and investments in document composition and content management technologies to the current state and ultimately to a future state for more effective customer communications.

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O302 – Perfecting the Personalized Campaign: From Data to Reality
Most marketing executives understand the importance of going beyond simple name and address personalization to reach their audience, but few are actually doing it. The holdup is often a result of marketers not utilizing the data they already have and not knowing how to incorporate it effectively into transactional consumer communications. When it comes to showcasing the power of transactional marketing communications, the best proof point is a successful campaign. Learn how your peers are implementing revenue-producing, personalized campaigns that deliver double-digit response rates and business-generating outcomes. This session will show how leading organizations such as NY Mets, Miami University and Ford Motor Company deliver amazing results working with their production partners.

Presenter: Shelley Sweeney, Xerox Shelley Sweeney is the vice president/general manager for the Service Bureau and Direct Marketing Sector, Graphic Arts Industry, Xerox Corporation. In this role, Ms. Sweeney has responsibility for marketing and customer partnership programs for this strategic sector of the Graphic Communication industry. Ms. Sweeney has been with Xerox for 24 years in a variety of assignments in engineering, sales, operations and marketing.

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M402 – Security of the Mailpiece, the Facility and Its People
Since 9/11, there have been 2,000 reported cases of potential threats to corporate mail centers involving "toxic mail." Mail facilities represent the easiest entry portal for biohazard threats. Mail managers are also the last, but perhaps most critical, in the line of customer communication to prevent breaches of privacy. So how do today's mail (and print) manager secure the facility and assure customers' privacies are protected? In this single session, you will learn through real-world findings from 300 mail center reviews how to ensure the safety of employees, the integrity of the mailpiece and the privacy of your customers.

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F502 – CASE STUDY: Meet ALFRED: Building a Forms Management Database and Workflow System
This real-life case study will detail the development of a Forms Department, without a central forms-specific process to track data, into a comprehensive forms management database and workflow system designed to meet its needs. The presentation will answer these questions: What were the pitfalls? The benefits? How was the database developed? What were the results in terms of efficiency and cost savings? Attendees will participate in an interactive demonstration of the database using FileMaker Pro as the application and explore current functionality and future plans for expansion.

Presenter: David Schroeder, American Funds Distributors David Schroeder is the senior manager of the Forms Team at American Funds Distributors, one of the nation's largest mutual fund families. He created the company's first Forms Team, establishing design and compliance standards where none existed. A longtime member of the Los Angeles Chapter of BFMA, Mr. Schroeder has served in a variety of elected positions and has spoken at previous symposiums and industry events.

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T602 – e-Forms Management in Cloud Computing
The nature of how businesses interact with their customers has undergone a substantial transformation, as consumers and knowledge workers alike embrace an ever-evolving tech-savvy environment. With more and more people converting to electronic means of communications, organizations have had to ramp up their e-strategies across the enterprise, including forms management. Traditionally, organizations purchased hardware, software and other resources in order to deploy electronic forms management solutions over the Internet. This session will discuss how the emergence of electronic forms management solutions within this sector are helping companies realize better return on investments while decreasing enterprise risk, with real-life case studies of the US Department of State and private and non-profit law firms.

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11:00am-11:45am

S103 – Content Consolidation and Storage Optimization with SharePoint 
Planning for content growth within SharePoint can be a significant management challenge. How do you prepare for this growth to ensure productivity and performance? This session will address how to optimize SharePoint storage by moving BLOBs out of the SQL database and consolidate SharePoint content by upgrading existing deployment to SharePoint 2010. Attendees will learn how to significantly improve SharePoint performance, decrease the amount of expensive SQL storage and increase their companies' productivity.

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D203 – CASE STUDY: Shortening Time-to-Market in a Multi-Channel Communications World
This case study will detail the approach and methodology of a leading health plan provider’s multi-channel customer communications strategy that was adopted leveraging GMC Software Technology’s GMC Inspire solution. Attendees will gain firsthand knowledge of the methodology that has been developed by this health plan provider to enable their organization to quickly and responsively repurpose their existing legacy document systems to develop new multi-channel communications. Attendees will hear how this approach will address the compelling business issues of today for this organization while also enabling their long-term customer experience and communication strategies.

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O303 – Managed Print Services: Maximize Profit from Print
Macro-level changes in economics, demographics and technological innovation are impacting print habits and volumes in today's business. As the imaging industry consolidates and more information is being revealed about how to streamline office printing processes, a new model of distribution, referred to as managed print services, has risen in popularity. This new model presents significant opportunities for businesses to reduce unnecessary capacity and excessive printing waste when producing all forms of documents. This presentation will identify specific drivers of change in corporate printing and the net impact on businesses and suppliers as the use of documents evolve through behavioral change and innovation.

Presenter: Robert Palmer, Lyra Research, Inc. Robert Palmer serves as director of the Managed Document Practice (MDP) of Lyra Research, Inc. and is responsible for market analysis and forecasts for Lyra's Managed Print Advisory Service  (MPAS) and Office Print Monitor (OPM). Mr. Palmer has more than 20 years of experience in the printing and imaging industry. Most recently, he served as director of InfoTrends' Digital Peripherals Solutions Consulting Service.

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M403 – Understanding Your Options in International Document Delivery
In this worldwide economy, if your company isn't sending documents beyond our borders, they will be soon. So, how do you get documents to the destination country on time and at a reasonable cost? In this session, you will learn about options offered for document shipping by the main carriers, UPS, FedEx, DHL and the USPS. See a side-by-side comparison of services, and find out what surcharges and other items apply to international document shipping. Learn ways to target the best price every time while retaining excellent customer service. Discover what is happening with the carriers and what future strategies await us in meeting document shippers' needs.

Presenter: Tom Foley, United States Postal Service Tom Foley has been with the US Postal Service since 1985. He has spent the last 18 years directly involved with international sales, sales management and product management. Mr. Foley is well-known in the industry and is considered to be extremely knowledgeable in all areas of international marketing and shipping.

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F503 – POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management, Processes and Standards (Part I)
In life, nothing is permanent except change. Yet, change is the most difficult thing for people to accept. So with technology driving so much of our business these days, how do we affect that change with acceptance? Anyone can make change acceptable if you practice certain principles of business. In Part I of the session, these principles will be discussed, with a case study looking at what happened when an individual moved from private sector to the government sector. Attendees will also learn how to research effectively, making dollars of sense, to make buy-in possible and how to impact your environment, creating solutions that receive acceptance.

Presenter: Laurie Arras, Federal Reserve Board Laurie Arras is the information solutions manager of PCS at the Federal Reserve Board (FRB). She is currently managing three projects, one of which is managing the newly formed Forms Management Group. Previous to her current position, Ms. Arras 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.

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T603 – From Ink to iPad: The New Age of Forms
There is a fast-moving revolution taking place, as businesses, more than ever, are looking to their smartphones and tablets to replace their clipboards and paper-based forms. The movement from analog to digital can become viral and is happening within the publishing and music industries today. This session will outline the market forces and technologies enabling this transition in forms industry, discuss the opportunities made possible by such advancements, review the lay of the land from a technology perspective and explore the generational impact.

Presenter: James Quigley, Canvas James Quigley 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 founding Canvas, Mr. Quigley served as the vice president and managing director of the Enterprise Wireless Solutions Division of VeriSign.

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12:00pm-12:45pm

S104 – The Six Critical Elements of a Quality Management System on SharePoint
Quality management systems (QMS), encompassing standard operating procedure, corrective and preventative actions and related processes, have existed for many years. The impact of quality management systems on “actual” quality, however, is often reported as far less than desired. A quality management software system on SharePoint moves beyond formal forms-driven processes to include a true closed loop design, manage disparate processes across the enterprise and provide support for collaborative processes. This session will cover: Why the current generation of QMS has been unable to deliver expected improvements in quality; How trends and the "data explosion" are shaping the future of QMS; and The characteristics that a QMS must have in order to deliver transparency and insight.

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D204 – The Legal Aspects of Social Media
Social networking websites have become the latest craze for communicating to the global community. This phenomenon has prompted many an industry to seek ways to utilize this latest tool to communicate with customers and to seek new ones. But how safe is it? This session will address social media and social networking websites and the ways in which some industries are obtaining new business, communicating with customers and potentially putting themselves at risk in doing so. Topics discussed in the session include litigation and e-discovery; record and document retention; privacy; compliance; security breach; and ways to mitigate risks.

Presenter: Jason Mueller, Locke Lord LLP Jason Mueller is an associate of the intellectual property section of Locke Lord LLP. Mr. Mueller has experience relating to trademark, copyright and patent matters, including litigation, licensing and exploitation. Selected by Texas Monthly as a Rising Star in 2010, he also has extensive experience in advertising and marketing law.

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O304 – CASE STUDY: The Journey from Direct Mail Production to Automated Marketing Management
This case study will detail the real-life experience of an organization as they transitioned from in-house print and direct mail production to outsourcing this core competency to a service provider with automated marketing program management. Attendees will get an inside look at: Why they decided to take this action; What was the product/service offering before the transition; What were the major milestones through the transition; What is the current service offering; and How the offering benefits both the company and their clients.

Presenter: Richard Losch, R3D2 Consulting LLC Richard Losch has over 35 years of senior management experience in technology-based companies and over five years as a consultant. He specializes in driving operational excellence, technology implementation and exchange and strategic market expansion. For the last 15 years, Mr. Losch has been helping companies in the print and business communications industry to improve operating margins and quality and to integrate or right-size manufacturing, distribution and service operations.

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M404 – CASE STUDY: Managing Strategic Postal Communications Amidst Breakneck-Speed Change
With so many changes swirling through the mailing industry, it can be challenging to know who needs to know what in your organization. Since any change affects your company, yourself and your mail operation, it is important to develop a strategy before you send along pages of detail to your boss and hope it will continue to move to the appropriate executive. Targeting the audience and providing only those details that get your key points across are critical. Attend this session and get the 100,000-foot view that management needs to know and the hands-on view your staff needs to know

Presenter: Diane Chastain, American Academy of Family Physicians Diane Chastain began her career in the mailing industry more than 15 years ago at Hallmark. She continued her career in the direct mail marketing industry with catalogers, a training organization and now manages the Digital Printing and Mailing Operations of the American Academy of Family Physicians. Ms. Chastain is actively involved in industry associations and serves on several mailing industry boards.

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F504 – POWER SESSION: Making Change Acceptable: Rebuilding your Forms Management,Processes and Standards (Part II)
Part II of this session will explore how business processes and standards improve the odds of acceptance while reducing enterprise resources and production turnaround. Attendees will learn some standard project management techniques that will make organizational planning and scheduling, along with risk mitigation, reveal the real schedule and the moving target that it can become.

Presenter: Laurie Arras, Federal Reserve Board Laurie Arras is the information solutions manager of PCS at the Federal Reserve Board (FRB). She is currently managing three projects, one of which is managing the newly formed Forms Management Group. Previous to her current position, Ms. Arras 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.

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T604 – Capturing Mobile eForms: How to Implement an Effective Electronic Capture Strategy
We all know that capturing customer data using dynamic, web-based enterprise eForms — thus, avoiding the delays of paper altogether — can have a rapid and exceptionally beneficial impact on business. However, what is the best way to go about implementing a truly "soup-to-nuts" electronic capture strategy that can leverage today's mobile revolution? This session will discuss the best practices to implement an electronic capture strategy to leverage eForms and the growing mobile sector.

Presenter: Daniel O'Leary, 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.

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9:00am-9:45am

S105 – Enterprise Content and Records Management with SharePoint: A Roadmap (Part 2)
Part 2 of this intensive session will cover the SharePoint ecosystem and delve into the SharePoint site types and implementation. Attendees will discuss a roadmap to success and the best practices to achieve success.

Presenter: Mike Alsup, Gimmal Group Mike Alsup is the founder of Gimmal Group, a leading ECM and RM solution provider. Previously, he worked for Accenture and Booz, Allen and Hamilton and co-founded two Systems Integrators, BSG and Align Solutions. Mr. Alsup was an Ernst & Young Entrepreneur Of The Year for IT Services in 2008. In addition, he is a past two-term member of the AIIM International Board of Directors.

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D205 – Best Practices for Multi-Channel Customer Communications
Effective, timely and relevant communication with customers is critical to an organization's success. Therefore, enterprises of today are looking to deliver messages across multiple channels in a personalized manner to maximize efficacy and impact. This session will provide best practices on how organizations should manage their content and messaging cohesively. Attendees will explore: How are best-in-class organizations managing their communications with customers? What are the financial returns that have been achieved by organizations that have implemented an effective customer communications strategy? How should an organization best approach a multi-channel marketing and messaging approach that integrates CCM technologies and social media?

Presenter: Tom Roberts, Doculabs, Inc. Tom Roberts is a principal consultant at Doculabs, working with clients that seek to use content management and enterprise social collaboration technologies to help them achieve their business goals. He brings more than 20 years of experience in business technology, focused on developing and delivering strategic plans and road maps to help Doculabs' clients improve their content management capabilities and use enterprise social collaboration to create competitive advantage.

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O305 – CASE STUDY: QR Codes: Bridging the World between Web and Print Communications
As the mobile user becomes more of the standard than the exception, the opportunities for organizations to connect on a more consistent and personalized manner are growing with leaps and bounds. With advancements in smart phone technology, Quick Response (QR) codes, or 2D images that can be read to enable applications such as web browsers, SMS text, contacts and maps, can be much more than just a "static" marketing link. This case study will focus on how organizations are creating variable QR Codes by using data information and will offer attendees a chance to interact with sample documents for a live demonstration.

Presenter: Karen Lytle, Lytrod Software, Inc. Karen Lytle is the executive vice president and co-founder of Lytrod Software, Inc. She is a VDP subject matter expert and has been a speaker at numerous events worldwide, including tradeshows such as ON DEMAND, XPLOR, GRAPH EXPO and Xerox Real Business Live!. Prior to founding Lytrod Software, Ms. Lytle's industry experience included working at Xerox Corporation and Jet Propulsion Laboratories.

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Presenter: Adam Collinson, Pitney Bowes Management Services Adam Collinson is an engagement manager and solutions design consultant for Pitney Bowes Management Services. He is involved in many postal initiatives, associations and workgroups. Mr. Collinson has been a co-chair on multiple workgroups for the Mailers' Technical Advisory Committee (MTAC) and currently co-chairs MTAC UG#5 on Addressing and Business Strategy. He is also a recognized speaker at PCC events, National Postal Forum and MAILCOM.

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F505 – Variable Data Printing: Customization and Personalization
What's in a name? Research shows that personalization improves return rates and enhances the user experience. As a result, personalized service is important and common in the marketplace. This session will present examples of desktop and print shop methods that have been used at Standard Insurance Company to produce customized and personalized materials, as well as analysis and design tips and forms management considerations. Attendees will be invited to share other methods with which they are familiar.

Presenter: Lisa Lee, Standard Insurance Company Lisa Lee is the manager of Forms Management at Standard Insurance Company. Her team is responsible for managing the forms of several companies. Ms. Lee has directed and participated in a wide variety of forms projects. She currently serves BFMA as president emeritus.

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T605 – Business Forms on the Apple iPad
With more and more organizations adopting the iPad as a viable corporate mobile device, many field personnel are now using this mobile device to complete business forms while they are on the road or working with clients. However, designing and developing iPad-based business forms is considerably different than traditional paper forms or interactive PDF forms. This session will introduce attendees to the new world of business forms on Apple's iPad as well as demonstrate an example of an interactive and dynamic iPad expense report, which attendees will be able to download to their own iPads.

Presenter: James Terry, SmartDoc Technologies James Terry is the CEO of SmartDoc Technologies, a leading consultant in the field of intelligent document solutions with offices in New York, New Jersey and Beijing, China. Mr. Terry 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).

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10:00am-10:45am

S106 – Digital Signatures with SharePoint: Enabling Compliance, Control and Audit Efficiency
SharePoint is changing the way organizations manage documents/records. When deployed with ARX CoSign® digital signatures, it can fully automate business processes and eliminate time-consuming steps of printing, manually signing, routing, re-scanning and reloading documents into workflows or archives. Attendees will learn how the combination of these useful solutions save valuable time and allow you to maintain the proper control and integrity for compliance with regulations.

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D206 – Going Beyond the Monthly Statement: Moving Consumers through the e-Channel
On average, only about 3% of consumers have elected to receive an electronic monthly statement and stop receiving a paper statement. Printing and mailing monthly statements can cost communications service providers millions, while using e-billing technologies costs mere pennies per consumer. Cutting operating costs is only one compelling reason to drive consumers toward using electronic channels. This session will discuss: How can providers encourage consumers to opt-in for electronic communications? What are the strategies to ensure messages are read by consumers? How can providers calculate the potential return-on-investment for various e-channel initiatives?

Presenter: Matt Kearney, CSG Systems, Inc. Matt Kearney has spent the past 10 years focused on web applications. At CSG Systems, he is responsible for the EBPP and eCommerce applications and drives the overall product direction and strategy for CSG's Precision eCare suite of products. Prior to joining CSG, Mr. Kearney held business development roles at TransUnion and AT&T Business Services.

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O306 – Dos and Don'ts, Pros and Cons: Ensuring Outsourcing Document Management and BPO Success
In today's competitive business environment, organizations across all industries are rationalizing internal functions and exploring any opportunity to gain a competitive advantage. This session will explore how the business process outsourcing of non-core functions could be the competitive advantage for your organization, with a focus on improved process management, lowered costs, avoiding costly investments and improved operational flexibility. Attendees will participate in an interactive discussion of the essential steps an organization should take and what to avoid when implementing any business process outsourcing solution.

Presenter: Kane Polakoff, SOURCECORP, Inc. Kane Polakoff has nearly 15 years of professional experience with roles including strategic planning, process reengineering and project management. Currently, he serves as the vice president of Strategic Business Development at SourceHOV. Prior to joining SourceHOV, Mr. Polakof spent more than five years with Accenture in technology and business consulting roles.

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M406 – Two Worlds Colliding or Merging?: Leveraging Mail and Print Operations in Customer Communications
The world of customer communications is changing, and some mailing professionals as well as document production managers may believe they are being left behind to deal with slashed budgets and lack of interest from corporate management. It doesn't have to be that way! This session will discuss the challenges and the opportunities faced by printing and mailing professionals in a world embracing digital communications. Attendees will learn: Can mail even compete? What will it take? Paper mail versus email, which is better? Different ways mail plays a part in selective and precise marketing. What you can do to improve the ROI of mail.

BONUS: Receive a free tool kit of items put together especially for this conference, including templates, articles and other items designed to help mail and document managers reach out to their customers, supporting departments and executive management.

Presenter: Mike Porter, Print/Mail Consultants Mike Porter is president of Print/Mail Consultants, a firm that specializes in helping organizations improve workflow, lower costs and raise quality in document operations. During a career that includes service bureau production and management, hardware vendor technical support, management of outsourced print and mail operations and independent consulting, he has consistently improved document and mailing operations for his employers and clients.

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F506 – The Form: A Document's Life Cycle
From the viewpoint of "cradle-to-grave," the life of the document must be looked at from an end-to-end process in itself. This cycle begins with the form. Once the form is completed, it becomes a document (record) and continues through the document life cycle as it is stored, retrieved and ultimately destroyed. The forms framework is the critical first step in this life cycle. This session will explore the forms framework, its relation to the document life cycle and how to effectively support these processes.

Presenter: John Sharp, Vancity 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. Mr. Sharp has 15 years of management and professional experience with prominent private and public organizations.

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T606 – CASE STUDY: US Department of State's Strategy for Going Mobile with Documents
Everyone wants to "Go Mobile." A common challenge has emerged from mobile technology in the past 18 to 24 months: Computer users have become unintentional accomplices in the breach of their networks and information. This case study on the US Department of State outlines a number of approaches the State used to provide mobile computing to its customers. Attendees will learn how advances in mobile computing can provide secure environments for users, how to roll out behavioral-based mobile computing techniques and view a live demonstration of the State's mobile computing documents.

Co-Presenter: Thelma Furlong, Department of State Thelma Furlong was appointed as the director of Office of Directives Management for the US Department of State in June 2000. 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 US and abroad while working with the Federal Bureau of Investigation, Department of Treasury, Department of Navy and the United States Agency for International Development.

Co-Presenter: Maureen Whitsett, Department of State Maureen Whitsett is the acting forms manager for the Department of State's Forms Program. She has over 10 years of service with the Federal Government, first working for the Department of Commerce and most recently with the Department of State, Office of Directives Management.

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1:45pm-2:30pm

S107 – Email Management Using SharePoint
E-discovery rules and recent court cases are clear: If your business is conducted by email (and whose isn't?), then the content of those emails must be retained and managed, like any other record. Yet, according to AIIM's ECM 2011 survey, only 20% of companies store email in SharePoint. Why? This session will explore the processes, rules and tools that make it easy to align email with your corporate records management strategy while keeping end users happy and deployment costs low.

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D207 - PANEL: The Lightning Round of Industry Trends & Challenges
NOTE: This session runs from 1:45pm-3:30pm
This special Closing Day Panel, hosted by Editor of DOCUMENT, will feature the leading experts and solution providers as they take on the biggest trends and challenges affecting the transactional/corporate communications industry. In a lightening round-style, these experts will tackle such pressing issues as privacy concerns, technology acquisitions, mobile strategies, brand management, future of mail and the US Postal Service, power of social networking, etc. Panel members will debate the top 10 trends in the industry within a two-minute time limit for each individual. Attendees will have a chance to participate in this exciting, speedy and off-the-cuff look into what's happening today!

Presenter: Allison Lloyd, DOCUMENT Allison Lloyd is the editor of DOCUMENT, the dedicated document management portal for executives, directors and managers involved with the management, strategy, creation and delivery of communications in B2C environments. She leads the editorial direction for all DOCUMENT Media outlets, including its magazine, website, newsletter and event. Ms. Lloyd is a thought leader and expert in the transactional and customer communications industry.

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M407 – Proof of Delivery: A New Age of Opportunity
By using the USPS OneCode™ program for Proof of Mail, transactional mailers can measure incoming cash flow, trigger email notifications, amongst other innovate ways to help the company's bottom line. In this session, attendees will learn how to: Use electronic scan data from the USPS to determine when mail has been inducted into the Postal stream; Add the "amount due" to tracking data for incoming revenue anticipation by date; Synchronize email notices and marketing communications with projected receipt of mail by in-home date; Determine customer life cycles for account payables; and Use Address Change Services to electronically update change of address and undeliverable and returned mail.

Co-Presenter: Steve Hertz, TrackMyMail.com Steve Hertz is the director of Marketing, Strategic Planning and is responsible for providing the leadership, vision and strategy for TrackMyMail.com. With more than 30 years in the direct marketing industry, he brings extensive experience in data and information management, lettershop and printing services and direct marketing advertising.

Co-Presenter: Judy Kalus, TrackMyMail.com Judy Kalus is a senior business analyst at TrackMyMail.com where she is responsible for working in a consultative role with clients. She also serves as a Postal liaison and participates in Postal Service and industry meetings, such as MTAC and PostCom. Ms. Kalus has participated as a speaker or panelist in many direct marketing events as well.

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F507 – Is it a Form, or Is It Document Analysis?
TBD

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T607 – How to Think Like a Dynamic Form
In Adobe® LiveCycle® Designer, there are 20-some events that can serve as placeholders for JavaScript or FormCalc code. With so many events to choose from, how do you decide where to place your code? Where will it work dependably? Where might it slow performance? When might it be ignored? This session will explore how a dynamic form works, when the various events fire and what functionality can be added when they do. JavaScript samples will be included in handouts, so even those relatively new to coding will have a useful take-away.

Presenter: Ann Sargent, Ann Sargent Design and Tech-Pro, Inc. Ann Sargent is a forms developer, graphic designer and Adobe® Certified Expert in Acrobat Professional with Adobe LiveCycle® Designer. She currently designs and develops electronic forms using LiveCycle at Tech-Pro, an Adobe Solution Partner. Founded in Minnesota in 1989, Tech-Pro is a full-service consulting and staffing firm serving both IT and business.

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2:45pm-3:30pm

S108 – Records Management 2.0 with SharePoint
The management of electronic and physical records management within SharePoint gives organizations an opportunity to streamline processes, consolidate software licenses and provide effective information governance solutions for the enterprise. This session will discuss a new wave of solutions that leverage the enterprise footprint of SharePoint to provide transparent governance. Attendees will also learn about the advancements that have enabled SharePoint solutions to meet the requirements of DoD 5015.2 certification, the gold standard for records management in North America.

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D208 – CLOSING KEYNOTE: This Isn’t Your Father’s Digital Information
This special Closing Keynote focuses on the revolutionary changes that attendees seldom hear about, or have misinformation about, occurring in this digital age. In a short timespan of a decade or two, “documents” have shifted from over 90% paper to over 90% born-digital. Yet governance, processes and technology for managing digital information aren’t substantially different than a decade ago. There is a perfect storm of circumstances that virtually guarantees half of critical digital information created in 2010 will be lost within 35 years. This special address will discuss the growing risks and imperatives of governance of digital information, including the need for standards-based archiving and storage.

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F508 – CASE STUDY: Automation of the Department of Homeland Security Benefits Program: Bringing Forms Management and IT Together
This case study will show how the Department of Homeland Security's (DHS) Benefits Program turned its vision into a day-to-day automated system that delivers real customer results, putting "accurate" transient benefit into the DHS's employees' hands in less than 24 hours. The presentation will highlight the business re-engineering process, discussion of lessons learned from a Program Office, eForms Management and IT perspective.

Presenter: Albert Weisner, Information Analysis, Inc. Albert Weisner 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. Mr. Weisner has served as the Nations Capital Chapter Treasurer for nine years and was awarded the BFMA Award of Excellence in 2006.

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T608 – CASE STUDY: Controlling the Quality of Data Captured by Mobile Field Workers
Overland Solutions, Inc. (OSI) is a leader in business outsourcing services for the insurance industry. Insurance companies engage OSI to gather the information they need to determine what risks to accept and what to charge for the insurance provided. That process, called underwriting, is the fundamental determining factor of the success or failure of an insurance company. Unfortunately, some studies have shown that nearly 50% of reviewed applications had material errors that would affect underwriting and cost the insurance industry billions per year.
OSI saw an opportunity to enhance their leadership position by exploiting PDF SmartForms to significantly increase the quality and consistency of the information they collected while also making their remote field workers more productive. This case study presents the OSI solution that pushes partially complete forms out to mobile worker, allowing them to gather information while disconnected, and re-synchronizing when back online through a fully managed process.

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NOTE: Session topics, times and speakers subject to change without notification.
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