Professional Management Conference

Registration

Schedule

Program

Developing Advanced Research Plans While Staying on Track in a Modern World
J. Mark Lowe, CG, FUGA
Take a closer look at working research plans and modern technology used by busy professionals. Practical examples using modern technology will be shared, and a step-by-step process will be included. Learn how to make effective plans that promote tight, conclusive work for clients. Acceptable professional standards, resources and examples will be emphasized.

This presentation will take examples from several successful professional genealogists and will showcase detailed research plans that keep one focused on solving the client's research questions. Lecture will include templates and basic forms that really work.

Understanding U. S. Native American Research
Paula Stuart-Warren, CG
If you are thinking of adding Native American research as one of your specialties, this is the place to learn records, repositories, and techniques that most researchers don't know. Part of the session will include tips for understanding and sorting out the jurisdictions to search. This session focuses heavily on 19th- and 20th-century research with some ideas for research on earlier Native American ancestry.

Virtual Presentations for Professional Genealogists
Thomas MacEntee
As our lives get busier and technology gets better, producing and presenting genealogy talks virtually makes sense. Learn how you can reduce travel costs, increase your potential audience, and provide educational content to genealogical societies and conferences.

Media Planning: Using Traditional vs. Digital Media To Build Your Client Base
Teresa Koch-Bostic and Melissa A. Johnson
Media Planning is the analytical process marketers use to assure that every marketing and advertising dollar they spend is targeted to their primary audiences for business growth. Professional genealogists usually fall under the umbrella of a one-person consulting business or a small business. Professionals often avoid using media to build their businesses because they are afraid it is too costly or are intimidated by the complexity of choices. They fear they do not have the business skills to make good choices and hesitate to spend their hard-earned profits. The addition of the myriad of choices of "new media" or digital options, though less costly than traditional media, does not make the process any less intimidating.

There's An App For That: Professional Edition
Laura G. Prescott
Explore a day in the life of a professional genealogist using an iPad or iPhone. We'll visit traditional places like courthouses, libraries, and cemeteries, yet use technical resources. We'll also manage contacts, client billing, time management, and other necessities of running our own businesses. This brings us into the world of "apps," applications designed for tablets and smart phones. In addition to a few family tree apps, we'll look at apps for imaging, voice recording, storing data, using the cloud, mapping, organizing, and syncing with ourselves and others. We'll finish off by bringing it all together in a multimedia report created with an app to distribute digitally to family, friends, clients, or colleagues.

Are You Really Earning a Living, Or Just Funding Your Hobby?
Kory L. Meyerink, AG
This lively presentation explores what it takes to truly earn a living as a professional genealogical researcher by understanding various work settings, pricing formulas, billable vs. non-billable work time, and comparing current fees of other genealogists as well as the salaries and fees for comparable occupations. It also considers understanding how the market drives rates, while explaining, in detail, the hidden costs of marketing, advertising, overhead, and related expenses. Includes a current survey of rates being charged by other genealogists and a worksheet for calculating profitable rates.

Generating Business by Collaborating with Other Professions
Diane L. Giannini, CG
A variety of income streams is important to most genealogists who are professionals. This discussion explores how we can generate more business by collaborating with non-genealogical professionals and businesses. Some ideas of projects and how to find them will be presented. A case study provides an example of how a lost piece of history was found by collaboration with other professionals.

Other Conferences. APG Roundtable. PMC Webcasts.
Schedules of previous PMC's: 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 2000, 1999, 1998.

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