Content. Collaboration. Technology. Governance.
DOCUMENT STRATEGY FORUM '15 - MAY 12-14 Hyatt Regency, Greenwich, CTFollow us on TWITTER!Find us on FACEBOOK!Find us on LinkedIn!
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The Lightbulb Above the Head Conference Experience. This conference will turn it on.

Seven dedicated conference tracks that follow the key functional roles within the organization, such as Strategy, Governance, Process, and Technology.

That's what we call the lightbulb-above-the-head conference experience!

CAMPFIRE SESSION FORMAT
We know some of the best conversations occur during break time! Now, we’re bringing these conversations inside the session room. These laid-back talking circles encourage active participation, so you can learn from your peers while sharing your own experiences.
QUICKFIRE SESSION FORMAT
Fast, focused, engaged! These sessions offer you the key takeaways in the first 10 minutes. That’s when the fun starts! These interactive sessions quickly shift into a lively town hall meeting on what you just learned. Challenge the speaker, each other and yourself!
PEER-FACILITATED WORKING GROUPS
These peer-facilitated working groups will set and publish industry standards for Executing the Document Strategy, Insourcing vs. Outsourcing Decision Matrix, Defining a Common Language for Document & Forms Management and Calculating Return on Investment on Information Governance/Information Management Programs.
ANALYST STATE OF THE MARKET ADDRESSES
Key analysts from the top research firms will present their latest findings on Cloud and SaaS Content Management, Document Capture in the Digital Age, The State of the Document Industry and The Customer Communications Management Continuum.

VIRTUAL TRACK IDENTIFICATION:
= Virtual Strategy
= Virtual Governance
= Virtual Process
= Virtual Technology
= Virtual Analyst
 
CONTENT AUTHORING

DOCUMENT CREATION

DOCUMENT DELIVERY
& INBOUND COMMUNICATION

STORAGE & RETENTION

INFORMATION MANAGEMENT

FORMS MANAGEMENT

TECHNOLOGY / MOBILE SOLUTIONS
TUESDAY, MAY 12
8:00a-
8:50a
KP101
KEYNOTE PANEL:
Paradigm Shift: Leveraging Next-Generation Content Strategies to Deliver Superior Customer Experiences
Moderated by Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA; Roger Cope, American Honda Finance; Gerald Edwards, EmblemHealth;
Jess Harman, Phillips 66; and Lynnette Sorensen, State Farm
9:00a-
9:50a
CA102
PRESENTATION: Maintaining Brand Consistency Standards Across Channels
Presented by Jeffrey Doyle, HP Exstream
DC202
QUICKFIRE: Communicating to Generation
Y and Z:
Your Future, Your Business
Presented by
Mandi McCoy,
DST Customer Communications

DI302
QUICKFIRE: Managing Customers' Delivery Preferences while Meeting Compliance Regulations
Presented by David Ewell, Oracle
SR402
POWER SESSION
- Part 1:

The Ever-Increasing Appetite for Storage: Implementation, Migrating & De-Duplication Technologies
IM502
PANEL:
The Path to an Effective Information Strategy
Panelists: Rod Masney, Owens-Illinois; Vince Boccieri, Salt River Project; Chris Cotteleer, Schumacher Group; John Biske, Fidelity Investments & Moderated by Joe Shepley, Doculabs
FM602
CUT IT OUT! How to Eliminate Bloat, Cost, and Complexity from Your Customer Communications ...and Replace Jargon with Plain Language
TM702
Dynamic
Forms
Deliver
10:00a-
10:50a
CA103
PANEL:Collaboration Tools for Authoring
and the Review/Approval Process
Panelists: Jeffrey Doyle, HP Exstream; Scott Draeger, GMC Software Technology & Moderated by Richard Medina, Doculabs & Moderated by Richard Medina, Doculabs
DC203
ANALYST ADDRESS:
Document Capture in the Digital Age: Prosperity or Bust?
Presented by Ron Glaz, IDC
DI303
CAMPFIRE: Security and Protecting Data
Moderated by Steven Bonafonte, Pullman &
Comley Roger
SR403
POWER SESSION
- PART 2:

Do All these Millions of Documents Need to be Available for Disaster Recovery?
IM503
PANEL:Information Management Program Design and Implementation
Panelists: Lauren Barnes, Credit Suisse; Bruce Berberich, GE Capital; Jess Harman, Phillips 66; Gabe Martinez, Cisco & Moderated by Joe Shepley, Doculabs
FM603
Forms Standardization
TM703
E-Forms Management in Cloud Computing
11:00a-
11:50a
CA104
PRESENTATION: Utilizing Existing Applications or Systems Across Business Units
Presented by Steven O'Neal, ISIS Papyrus Software
DC204
CASE STUDY:Building Documented Processes of Template Libraries/Repositories, Owners and Librarians
Presented by Dawn Hunter, Nationwide Insurance
DI304
CASE STUDY:Intelligently Indexing Data
Presented by Alex Colic, TD Bank
SR404
CAMPFIRE: Getting Stakeholders to Destroy Documents
Moderated by Tom Serven, State Street
IM504
PANEL:
Effective Business Case Development
Panelists: James Watson, Doculabs; Thad Scarrow, Nationwide Insurance; Ankur Laroia, Noah Consulting; & Moderated by Joe Shepley, Doculabs
FM604
Forms Analysis and Design
TM704
Business Process Re-Engineering for Forms Using Electronic Signatures
12:00p-
12:50p
CA105
CASE STUDY: Customer Experience or Cost Reduction: What Should Be the Focus of Your Digital Journey?
Presented by
Nic Sheen, Communisis
DC205
POWER PANEL
- PART 1:

Funding IT Support Beyond "Lights On" Functionality
Moderated by
Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA;
Gerald Edwards, EmblemHealth; Fred Kam, UBS Financial Services; Katerina Styers, CUNA Mutual Group

DI305
CAMPFIRE:
How to Optimize Your OCR and ICR Capabilities for Multiple Channels
Moderated by Dr. Paz Kahana, CharacTell
SR405
PANEL:
Storage Technologies: Long-Term vs. Short-Term, Offline Archive vs. Online
Moderated by Richard Medina, Doculabs
IM505
PANEL:
Process Improvement through Information Management
Panelists: Kebba Ceesay, McCormick Spice; Jackson Chin, Wells Fargo; Ankur Laroia, Noah Consulting & Moderated by Joe Shepley, Doculabs
FM605
Forms Management Essentials
TM705
eForms and Business Process Management on Mobile Platforms
1:00p-
2:00p
NETWORKING BUFFET LUNCHEON
2:00p-
2:50p
CA106
CAMPFIRE:Managing Regulation Changes & Complex Business Rules that Require Time, People and Prioritization
Moderated by Roger Cope, American Honda Finance Corporation
DC206
POWER PANEL - PART 2:
Building a Solid Business Case for Consolidation of Composition Tools
Moderated by
Allison Lloyd, DOCUMENT Strategy
Panelists: Mark Blazek, USAA;
Gerald Edwards, EmblemHealth; Fred Kam, UBS Financial Services; Katerina Styers, CUNA Mutual Group
DI306
QUICKFIRE:Changes to E-Delivery & How to Overcome Challenges
Presented by Chris Johnson, Inlet
SR406
PRESENTATION:Managing Search Across Extremely Large Repositories
Presented by Frank Minicucci, Earley & Associates
IM506
Smarter Information Management
Presented by Michael Rosenblatt, Genentech/Roche & Moderated by Joe Shepley, Doculabs
FM606
Marketing in Forms Management
TM706
Forms with Workflow – the Smartest Forms
3:00p-
3:50p
CA107
PANEL:
Workflow Systems To Eliminate Manual Processes
DC207
QUICKFIRE:
Different Design Formats of Documents for Multi-Channel Delivery
Presented by Tom Roberts, Doculabs
DI307
CAMPFIRE:
How to Run a Modern Business with Customers that Are Still Holding on to Archaic Technologies
Moderated by Lynnette Sorensen, State Farm
SR407
CASE STUDY:Destruction of Electronic Documents vs. Physical Destruction
Presented by Priscilla Emery, ECM Scope
IM507
ANALYST ADDRESS:
State of the Market: Cloud and SaaS Content Management
Presented by
Alan Pelz-Sharpe, 451 Research
FM607
TBA
Produced by BFMA
TM707
Capture Data with a Digital Pen
4:00p-
5:30p
NR101
Meet & Greet Networking Reception
WEDNESDAY, MAY 13
9:00a-
9:50a
KY201 KEYNOTE: TBA
10:00a-
10:50a
CA108
CASE STUDY: Document Composition and Output Management: A Center of Excellence Roadmap
Presented by Billy Rochester, UnitedHealthcare
DC208
PRESENTATION:
How to Integrate Paperless Communication into the Normal Process & Standard Formats for Automation
Presented by Dan Beery, RR Donnelley
DI308
PRESENTATION: Managing Content in Different Channels
Presented by
Tom Ferrazzano, TWF Consultants & Ken Bechard, Novitex
SR408
PRESENTATION: Considering Standards-Based Technology: IS0 Standardization of PDF for Electronic Document Management
Presented by Duff Johnson, PDF Association
IM508
PANEL:
Best Practices in Managing Email Retention
Presented by David Kaplan, Fidelity Investments & Moderated by James Watson, Doculabs
FM608
Project Management for Forms Management
TM708
Knowledge Management in Print Expanding the Value Chain
11:00a-11:50a CA109
CASE STUDY: Centralized Content Management to Govern Different Media Types and Channels
Presented by Ellen Pedersen, TIAA-CREF
DC209
CAMPFIRE: Collaborating and Building a Sophisticated Staff that Combines IT and Document Design
Moderated by Lynnette Sorensen, State Farm & Mike Kramer, USAA
DI309
ANALYST ADDRESS:
The State of
the Document Industry
Presented by Craig Le Clair, Forrester Research
SR409 / IM509
MEGA PANEL:
Automating Records Storage, Retrieval and Purge Process
Panelists: Jess Harman, Phillips 66; Ryan Zilm, Newfield & Moderated by Joe Shepley, Doculabs
FM609
TBA
Produced by BFMA
TM709
Designing Mobile Forms
12:00p-12:50p CA110
PRESENTATION: Design for Multi-Channel Communications
Presented by Scott Draeger, GMC Software Technology
DC210
CAMPFIRE:
Partnering with
Other Parts of the Organization to Identify and Build Common Capabilities
Moderated by
Mark Still, USAA
DI310
CAMPFIRE:
How to Reduce Costs in Fulfillment-Heavy Industries
Moderated by Mark Blazek, USAA & Gerald Edwards, EmblemHealth
SR410
ANALYST ADDRESS:
The Customer Journey Landscape: The Customer Communications Management Continuum
Presented by Kaspar Roos, InfoTrends
IM510
PANEL:
Managing Information Risk
Panelists: Chris Cotteleer, Schumacher Group; Paul Eisenmann, Liberty Mutual Insurance; James Merrifield, Robinson+Cole & Moderated by Joe Shepley, Doculabs

FM607
Usability Testing: Molding Your Form to the Consumer
TM707
From Ink to iPad
1:00p-
2:00p
NL201
Networking Lunch
2:00p-
6:00p
Exhibit Hall & Cocktail Networking Reception
THURSDAY, MAY 14
9:00a-
10:15a
BK301
BREAKFAST KEYNOTE:
TBA
10:30a-
12:30p
WG101
Working Group: Executing the Document Strategy
WG 201
Working Group: The Insourcing vs. Outsourcing Decision Matrix
WG301
Working Group: Defining a Common Language for Document & Forms Management
Facilitated by Mike Kramer, USAA; Dan Lopez, USAA & Robin Miller, BFMA
WG401
Working Group: Calculating Return on Investment on Information Governance/Information Management Programs
Facilitated by Jess Harman, Phillips 66 & Joe Shepley, Doculabs
AB501
Analyst Vendor Briefing

 

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DOCUMENT Media
Mailing Systems Technology
Doculabs
BFMA Business Forms Management Association

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