Professional Management Conference

The 2008 APG
Professional Management Conference

The Schedule

Morning Session

The "Art" of Source Citation: A Hands-On Workshop - Elizabeth Shown Mills, CG, CGL, FASG
Source citation is an art, not a science; but "artistic license" must be knowledgeably applied if our documentation is to stand the test of time. As in art, where students master principles of color, form, shape, and texture will then improvise to capture the uniqueness of each subject, genealogists who are well-grounded in the principles of citation can confidently capture all essential details for the uniquely different records and artifacts they use. In this two-hour, hands-on workshop, Ms. Mills guides us through basic and not-so-basic principles that underpin the art of source citation.

Note: You will need to bring a copy of Elizabeth's book, Evidence Explained: Citing History Sources from Artifacts to Cyberspace to this session.

Lunch & Networking

Track 1 - Under the Umbrella		Track 2 - Business Issues
Branch Out: Expand Your Business Beyond Client Research - Paula Stuart-Warren, CG		Identify, Adapt and Move Ahead - Beverly Rice, CG
What's in a Name? - Patricia Walls Stamm, CG, CGL		Marketing and Advertising Strategies for the Professional Genealogist - Kory L. Meyerink, AG
Attic Treasures: Clients and Their Collections - Maureen A. Taylor		QuickBooks for Professional Genealogists - Cat Nielsen

Afternoon Sessions

Branch Out: Expand Your Business Beyond Client Research - Paula Stuart-Warren, CG. Do you need more income or variety in your research business, or need to level out the income gaps between client projects? Do you live in an area where there are not enough client research requests and hope to develop additional income avenues? This session covers a variety of ways for you to make your own change.

What's in a Name? - Patricia Walls Stamm, CG, CGL. Teacher, instructor, lecturer - these titles are associated with education. But education is more than just a title. Learn how to expand your business repertoire by adding genealogical instruction to your résumé.

Attic Treasures: Clients and Their Collections - Maureen A. Taylor. Learn to use non-traditional sources - manuscripts, pictures and artifacts - to solve genealogical problems. You can prevent another family collection from destruction by helping clients preserve them.

Identify, Adapt and Move Ahead - Beverly Rice, CG. With the small margin between income and expenses a wise business person keeps a close eye on the bottom line. This presentation will focus on the use of the balance sheet as a tool for the projection of income and expense (budgeting), and comparing the anticipated to the actual. The use of computer programs such as QuickBooks^® and Excel^® as a tool for managing your business decisions will be included.

Marketing and Advertising Strategies for the Professional Genealogist - Kory Meyerink, AG. Without advertising, a terrible thing happens...nothing! To be a professional genealogist, it is necessary to design a market strategy and implement appropriate advertising. Understanding various marketing strategies will make the difference between a successful and unsuccessful professional. The success of fellow genealogists suggests that the supply of genealogists has not exceeded the demand and demonstrates that there is indeed a market out there to tap.

QuickBooks^® for Professional Genealogists - Cat Nielsen. This session will present highlights of QuickBooks^® that will aid professional genealogists in getting the most from this software program. Topics will include: setting up customers and fees, including discount rates, adapting invoices and statements to existing letterhead, as well as standard and custom business reporting.

Flight Instructors

Elizabeth Shown Mills, CG, CGL, FASG is know for her development of problem-solving methodology and her packed lectures at national conferences. Editor of NGSQ for 16 years, she is a past president of BCG and ASG. She developed the Advanced Methodology track at Samford University's IGHR and taught for twelve years at the National Archives based NIGR. Her 500+ publications include Evidence Explained: Citing History Sources from Artifacts to Cyberspace, Evidence! Citation & Analysis for the Family Historian, and Professional Genealogy: A Manual for Researchers, Writers, Editors, Lecturers, and Librarians.

Paula Stuart-Warren, CG has been a full-time genealogical & historical researcher, writer, lecturer and consultant since the 1980s and for many years this field has been her only source of income. She is the author of numerous books and articles and is a frequent lecturer at conferences. She served two years as a national officer of the Association of Professional Genealogists and has been an APG committee chair.

Patricia Walls Stamm, CG, CGL is a researcher, lecturer, and genealogical instructor in St. Loius. She currently holds a tested concentration of Genealogical Instructor from BCG. Her articles appear in NGS Newsmagazine and APG Quarterly. Besides her involvement in various genealogical organizations, she chairs the St. Louis Genealogical Society's Education Committee.

Maureen A. Taylor specializes in solving photo mysteries for clients and organizations. She is an APG board member and a contributing editor at Family Tree Magazine. Her numerous articles and books focus on New England research, photo history and scrapbooks.

Beverly Rice, CG has owned and managed her own business for over 25 years. She is a lecturer on topics related to methodology, migration, women and the western experience and she conducts one-day seminars on methodology and record research.

Kory L. Meyerink, AG, FUGA is a full-time researcher and vice-president of ProGenealogists, Inc. His thirty years experience in genealogy includes accreditation in four areas, and past employment at the Family History Library and Ancestry.com. He was the editor and primary author of Ancestry's reference book, Printed Sources and has written many articles for genealogical magazines. He is a past president of the Utah Genealogical Association and founding director of the Salt Lake Institute of Genealogy. Last year, he and ProGenealogists launched the popular Family Roots Radio webcast.

Cat Neilsen has over thirty years of experience in genealogical research in the U.S., Canada, Great Britain, and Denmark. She is a Project Management Professional (PMP) as certified by the Project Management Institute (PMI). She is past president of the Contra Costa (California) Genealogical Society and a volunteer at National Archives and Records Administration, San Bruno, California.

2008 PMC Conference Brochure

Other Conferences. APG Roundtable. Call for Papers.
Schedules of previous PMC's:2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998.

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