2017 Document Strategy Forum
Registrant Information


* Required Fields

Business Forms Management Association Membership

* Are you a Business Forms Management Association (BFMA) member?

Interested in Becoming a Member of the Business Forms Management Association (BFMA)?

BFMA, or the Business Forms Management Association, formed 50 years ago to address the unique educational and networking needs of forms designers and managers. With today's technology, the forms function has broadened in scope to include everything from traditional paper forms to electronic data capture and the databases and applications that support it. Even after 50 years, you still won't find such form-focused resources available from any other group.

YES, I would like more information on becoming a member of BFMA!

Registration Types

DOCUMENT Strategy Forum Conference Packages

after 04/10/17

Platinum Package (Mon, Tue & Wed)*

Includes access to AIIM BPM Specialist Course Workshop, Forrester Message Management Workshop or BFMA Forms Management Workshop on Wednesday, May 3.


2-Day Package (Mon & Tue)

1-Day Package (Monday)

1-Day Package (Tuesday)

Exhibit Hall Only Registration (Tuesday)

Note: Your Exhibit Hall registration includes admission to our Opening Night Reception and Exhibit Hall Brunch Service.


Additional Packages

after 04/10/17

Chicago Architecture Twilight River Cruise

Includes: Beer/Wine and hors d'oeuvres.
* Free for the first 20 Platinum registrants
Sunday, April 30th, 6:30pm to 8:30pm


* Platinum Package attendees are automatically eligible to receive one free night stay at the Chicago Marriott Downtown ($304.00 value)! Click here for details.

Note: Your Conference Registration includes admission to all special event food and beverage functions taking place at the Chicago Marriott Downtown hosted by DOCUMENT Strategy Forum/BFMA.

Group Discount Rates Available: If you have a group of 3 or more, you can take advantage of our Group Rate Pricing after 12/21/16. Please call toll-free 866.378.4991 for details.

Conference Session Schedule

Monday, May 1st

8:00 AM - 9:50 AM

100 - KEYNOTE: State of the Customer Communications Management (CCM) and Information Management Industry

10:00 AM - 10:50 AM

101 - Content Strategy for Digital Transformation
201 - Changing Use of Multi-Channel: Where to Place Priority
301/401 - SPOTLIGHT KEYNOTE: The Changing Landscape of Information Management - The Top Trends in 2017 and Beyond
501/601 - Introducing the New BFMA Body of Knowledge and Certificate Program

11:00 AM - 11:50 AM

102 - CASE STUDY: Building the Digital Mail Center
202 - CASE STUDY: Customer Communications in an On-Demand World: How Interactive CCM Technology Can Help
302 - PANEL: Walking a Mile in My Shoes: The Journey to Strategy Execution
402 - The Intersection of Information Management and Information Security
502 - Part 1: Forms Professional or Typesetter? Which Are You?
602 - Transitioning from XFA-based PDF Forms to Cross-Channel Forms

1:00 PM - 1:50 PM

103 - Designing a Communication Platform for Superior Customer Engagement
203 - Customer Communication Management 2.0: A New Paradigm
303 - PANEL: Information Management Business Case: Practical How-To & Worst Practices to Avoid
403 - PANEL: The New Normal: Best Practices from the Front Lines of Cutting-Edge Information Management
503 - Forms Management Governance
603 - CASE STUDY: Forms Database - Form Center

2:00 PM - 2:50 PM

104 - Business Case for Real-Time Document Generation & Delivery
204 - Should I Be Print Vendor Agnostic or Take Advantage of Vendor Product Suites?
304 - TECH PANEL: Big ECM Report Card: Real-Life Evaluations from the Trenches
404 - PANEL: The Future of Data Governance
504 - Everyone Collects Data - But How Do You Communicate It?
604 - CAMPFIRE: The Highs and Lows of Working with PDF Forms

3:00 PM - 3:50 PM

105 - Got Data? What About Customer Engagement?
205 - CASE STUDY: Document Redesign for Multi-Channel: Using Analysis & Best Practices
305 - TECH PANEL: SharePoint Report Card
405 - The Next Wave of Automation & Scalability: How Far Can We Go with Smart Processes?
505 - Project Management Skills
605 - Cloth, Paper or Electronic - Clear Communications Is the End Game for Everything, Including Forms

Tuesday, May 2nd

8:30 AM - 9:20 AM

106 - CASE STUDY: Building Unified Technology Capabilities: An ECM Roadmap that Serves Many Masters
206 - CASE STUDY: Designing for Purpose: Allowing Strategic Communication Goals to Influence the Design Process
306 - PANEL: Tying It All Together: ECM, Information Management, Information Governance & Business Value
406 - Cognitive Content Solutions Are Changing How You Interact with Content
506 - Paper's Not Dead!
606 - Are Forms Eating Your Lunch? Fully Electronic/Fillable/Signable Forms with Approval Workflows

9:30 AM - 10:20 AM

107 - The Role of Self-Service Portals in an Omnni-channel Environment
207 - TECH PANEL: Personalized Customer Experiences: Shopping Smarter for Real-Time Personalization Tools
307 - TECH PANEL: Beyond the Big Three: Alternative ECM Technologies
407 - What Information Security Will Look Like in Five Years & Why You Should Care
507 - PART 2: Forms Professional or Typesetter? Which Are You?
607 - PDF Forms on Mobile Platforms

10:30 AM - 11:20 AM

108 - CASE STUDY: Internal Business Transformation for the Digital Age
208 - The Changing Landscape of Customer Communications
308 - PANEL: Executing the Information Management Strategy
408 - PANEL: The Great Divide: Bridging Structured and Unstructured Data
508 - The Forms Management Taxonomy
608 - CASE STUDY: Implementing a Forms Portal

2:45 PM - 3:45 PM

200 - KEYNOTE: Infonomics - The Discipline of Monetizing, Managing and Measuring Information as a True Asset
509 - CAMPFIRE: Form Identification - Beyond Form Numbering
609 - The Good, the Bad and the Ugly - Mobile Data Capture Strategy & Designs

Wednesday, May 3rd

10:00 AM - 12:30 PM

WS100 - Customer-Obsessed Message Management: Forrester Roundtable
WS200 - Automating Business Processes for Digital Transformation: AIIM's BPM Specialist Course
WS300 - BFMA Forms Executive Roundtable: Successes and Lessons Learned/Networking


My primary job responsibility:
Check all that apply
All other C-level
Vice President

What job functions are you responsible for?
Check one
Business Development
Human Resources
Media & Communication
Product Management
Quality Assurance

What is your company's primary business?
Check all that apply
Consultant Firm
Federal Government
State or Local Government
Commercial Print/Mail/Web Service Bureau

Please select the learning team that most closely resembles your primary job responsibility:
Check one
Strategy/Management (Creating Strategic Vision, Driving Strategy From Top-Down)
Content & Forms (Content Creation/Composition, Design, Compliance, Scanning/OCR, Forms Management, etc.)
Information Management/Governance (Data Creation, BPM, ECM, Integration, Destruction, Records Management, Storage, Compliance, etc.)
Delivery & Inbound (Printing, Mailing, Online Delivery, Analytics, Customer Service, etc.)

Purchasing Influence?
Check one
Final Approval

What is the volume of monthly transactional/customer communication documents both print and electronic (invoices, policies, etc.) processed at your location?
Check one
1 - 499 million
500 - 999 million
1 - 2.9 billion
More than 3 billion
Not sure

What areas do you have an interest in learning more about?
Check all that apply
Business/Forms Process Management
Customer Communications Management
Customer Experience
Data/Document Security
Document Capture/Imaging
Document Design/Composition
Enterprise Content Management/Content Strategy
Information Management/Governance
Omni-Channel Delivery
Records Management/Disaster Recovery

What publications/web sites do you subscribe to or read regularly?
Check all that apply
DOCUMENT Strategy magazine
KMWorld magazine
CIO magazine
Information Week magazine
Information Management magazine
Financial Ops magazine
ECM Connection
CMS Wire

Are you a member of any of the below associations/organizations?
Check all that apply
Association for Strategic Planning (ASP)
Direct Marketing Association (DMA)
Electronic Document Scholarship Foundation (EDSf)
Mobile Marketing Association (MMA)
Professional Insurance Marketing Association (PiMA)
PRISM International

How Did You Hear About Document Strategy Forum?
Check all that apply
Printed Brochure
Electronic Communication
Attended In The Past
Searched Online
Ad In Magazine
Referred By Colleague/vendor/consultant

Complimentary Subscriptions

Your registration includes a complimentary subscription to DOCUMENT Strategy and Mailing Systems Technology magazines. Would you like to receive the magazines?

DOCUMENT Strategy magazine
Yes, I would you like to receive DOCUMENT Strategy magazine monthly e-newsletters and other industry-related information electronically
No, I already receive e-mail updates from DOCUMENT Strategy magazine
Not Interested

Mailing Systems Technology magazine
Yes, I would like to receive the print and electronic version
Yes, I would like to receive ONLY the electronic version
No, I already receive
Not Interested

Payment Information

Conference Cancellation Policy: Conference cancellations with full refund (less a $150 processing fee) will be accepted if submitted in writing and received no later than April 3, 2017. No refunds will be given after this date. We urge you to send a replacement.

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