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2017 APG Professional Management Conference

29 September through 1 October 2017
DoubleTree Crystal City Hotel
Arlington, Virginia

PMC Classes and Workshops
Saturday 30 September 2017

Opening Session: Examining the Role of DNA Evidence in Genealogy
Blaine T. Bettinger, PhD, JD
Every genealogist must have at least a basic understanding of DNA, but because DNA evidence is dependent upon a number of different factors that are still being debated and considered within the genealogical community, there are no guidelines available for the application of DNA evidence. We will discuss some of these factors, and how they impact the professional genealogist’s use of DNA.

Consideration of DNA Test Results with the GPS Framework
Karen Stanbary, CG℠
This one hour lecture explores the parameters of best practice as it relates to incorporation of DNA evidence into proof of relationship.

Certification: You Don't Have to be Perfect!
Judy G. Russell, JD, CG℠, CGL℠
Genealogical credentialing opens doors for the professional genealogist. Clients appreciate the assurance that the genealogist is working to standards; professionals in other fields trust the credentialing process; some professional doors may be closed to those who lack credentials. Yet many thoroughly competent genealogists fear exposing their work to the credentialing process because, after all, it's not perfect. Here's the reality: you don't have to be perfect to be certified.

The Ins and Outs of Lineage Application Research
Shannon Combs-Bennett
Many people feel applying to a lineage society is a great way to verify their years of hard research. Professionals may be asked to help with a small part of the research all the way to assisting in filling out the paperwork. However, there are hidden pitfalls awaiting genealogists if they don't ask the right questions. In this presentation learn how to provide the information needed to a client, as well as what questions to ask about the society, ensuring you meet the requirements for acceptance and leading to an applicant, professional, and the genealogist who reviews the application being very happy.

Luncheon: Travails of a Traveling Talker: Life as a Genealogical Speaker
Judy G. Russell, JD, CG℠, CGL℠
An up-close-and-personal look at life on the road as a genealogical speaker or, what do you mean the library was hit by lightning and the power is out?
Pre-registration required

A Conversation with J. Mark Lowe
J. Mark Lowe, CG℠, FUGA
Join the discussion about a lifetime of genealogical work, including but not limited to research, working with clients, writing, professionalism, television, leadership, mulling and pondering.

Visual Phasing - Applications and the Future
Blaine T. Bettinger, PhD, JD
Visual Phasing is an advanced DNA methodology that allows two or three siblings to phase their DNA into their four grandparents, even if the grandparents and parents aren’t tested. Learn about how visual phasing may help you or your clients, and what the future of this tool holds for genealogists.

Affiliate Marketing for Genealogy Businesses
Thomas MacEntee
Affiliate marketing has been successfully added to the business plans of many professional genealogists as a way of supplementing income as well as building a loyal customer base. Learn the basics of affiliate marketing and understand the best deployment methods for success.

Taking Word to the Next Level (Parts 1 and 2)
Michelle D. Novak
Microsoft Word is an indispensable tool, but most of us learned how to use it - only by having to use it. Michelle D. Novak is a brand designer who regularly wrestles with Word, on both Mac and PC, for corporate client projects. Over the years she's learned how to control those auto-correct annoyances, build advanced paragraph and character style sheets, leverage layouts, make sophisticated templates that help speed her work, and has become a bit of a stickler on using the correct characters. Novak will show you these and how Word can help you with your everyday work.

A Federal Income Tax Primer for Professional Genealogists
LaBrenda Garrett-Nelson, JD, LLM, CG℠
This one-hour class will provide information that new or current professional genealogists can use to stay on the right side of the Internal Revenue Service (IRS) regarding the reporting of income, the deductibility of related expenses, and self-employment taxes. The presentation will focus on "Best Practices" that distinguish a genealogy business activity from a -
• Non-business "for profit" activity;
• "Hobby," not engaged in for profit; and a
• Purely personal activity
The class will hear about the implications of these determinations, such as "Hobby Losses" versus "Ordinary & Necessary Schedule C" expenses, home office expenses, and creative expenses of authors.

Are You Ready to Take DNA Clients? (Parts 1 and 2)
Karen Stanbary, CG℠
Participants will be introduced to the different ways Genetic Genealogy analysis can be used in client work. Each participant will then complete a guided self-assessment designed to measure readiness to take various types of Genetic Genealogy clients. The self-assessment will then be used to work alone or in small groups to define learning objectives and a specific plan to develop the necessary skill set. This workshop has never been offered at any other venue.

Subcontracting: Communication & Contracts
Rebecca Whitman Koford, CG℠
Most genealogical researchers will find a time when they cannot travel to an area or find it more effective to use the experience of other locally-based researchers. Sometimes these collaborations are rewarding, and sometimes frustrating. This lecture discusses how genealogists and genealogical subcontractors can enhance their communication through the use of contracts.


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