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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
Sunday 1 October 2017

Opening Session: How Are Professional Genealogists Perceived and What Do We Need to do About It?
Janet Hovorka
The results of a 6-month study about the market perception of professional genealogists led to some surprising and informative results. There are major implications for the genealogy market surrounding how professional genealogists are viewed by hobbyists in the industry. Join us for a discussion about how to deal with these general perceptions and what professional researchers can do to create more demand for their services. If we can each take specific steps to change the way our profession is viewed, we can grow the market and improve our individual businesses.

The Challenge of Open Access
Ian Watson, PhD
This talk explains open-access publishing and content sharing, and teaches professional genealogists when and how to take advantage of it. The talk reviews the history and economics of open-access business models, clarifies the challenges that they pose to established publishing traditions, and explains where they work, where they don't, and the specifics of how to take advantage of them. The goal is to help professional genealogists (and their clients and employers) make genealogical content available in the most efficient and economical way.

Using Ethnicity Estimates to Interpret Clients' DNA Results
Mary Eberle, JD
Think that ethnicity estimates provided by DNA testing don’t help, they’re wrong, or at best, they’re just fun? Learn how and when your client’s ethnicity estimates can be useful. This talk will cover
• how ethnicity estimates are generated and the ancestral timeframe they reflect,
• differences between the DNA testing companies,
• additional tools to further explore ethnicity estimates, and
• how to identify situations in which they can be very helpful.
Several case studies where ethnicity estimates helped solve the genealogy mystery at hand will be covered.

Picture This: Designing a Memorable and Professional Image
Valerie Elkins
Every font, color, size, your business logo and the images you use, say something about you and your business. Graphic designers can get very expensive and Photoshop and InDesign have a huge learning curve. Explore new technology that will allow you to become your own graphics designer with minimal skills, time and money. Discover how you can easily create your own logos, business cards, brochures, stationary and presentation slides that are not only memorable and professional, but are visually pleasing.

Luncheon: Make a Difference: Collaborate, Advocate, Promote
J. Mark Lowe, CG℠, FUGA
Discover how your efforts could pave the way for generations and how to enjoy your journey. Making a difference is why many individuals become more involved as a Professional with Genealogical Research and Family History.
Pre-registration required

Genetic Genealogy "Ask the Experts" Panel
Angie Bush and Blaine T. Bettinger, PhD, JD
This will be an open discussion on DNA testing, genealogy, and the professional genealogist. We will discuss why professionals can no longer ignore DNA tests in their client work; client contracts and DNA testing; when to recommend DNA testing; writing client reports that incorporate DNA test results; ethical issues with test results, etc.

Finding Help When You Need It: Types of Virtual Assistance
Maureen Taylor
Business operators often need assistance with tasks that take time away from their client work. There are a wide variety of options available from in-office staff to virtual assistance. This lecture explores the options available.

Integrating Templates into Your Daily Work Flow
Brent N. Chadwick
Many people do not realize that creating new documents for every situation in your business can waste time and money. Instead, one should take the time to create task specific templates for your projects. Templates increase speed, accuracy, consistency, and save you money. MS Word and Excel have the capability to produce these templates. Some of the templates we will explore: Client Report, Narrative, Affidavit, and Citation templates.

Leveraging Content Marketing (Parts 1 and 2)
Sharon Atkins and Marian Pierre-Louis
Content Marketing is a story written to educate, inform, inspire, and/or entertain a specific audience. Through this workshop the audience will learn: What is content marketing? How to develop a content marketing strategy; what are appropriate channels for content marketing distribution, and how to develop content for key channels of distribution (blogging, social media, podcasts, and books).

ABCs of Accounting for Your Genealogy Business
Mary Kircher Roddy
P and L. Balance sheet. Debits. Credits. 1099. W-9. What does it all mean??? Learn the basics of setting up and maintaining an accounting system for your genealogy business. Should you have a sole-proprietorship or something else? What kinds of records and documents do you need to keep and for how long? What kinds of expenses can you deduct? What kind of accounting software do you need? What about paying your taxes? How can you tell if you're making any money at this business? Mary will cover all these issues and more.

Keeping Your Business Secure in an Insecure World
Carla S. Cegielski
Professional genealogists create and collect electronic data from a variety of sources including clients, colleagues, contractors, financial institutions, and online services. Keeping this information secure is critical to the continuing existence and success of your business. This presentation reviews cybersecurity concerns, provides solutions, and offers best practices for dealing with today's electronic threats.

Researching the Silent Generation: World War II Veterans’ Military Records
William L. (Bill) Beigel
This presentation will provide participants with in-depth background, practical research methods, and challenges of researching military service records for American veterans of World War II, including piecing together military service histories for veterans who survived during the war, covering aspects of researching, and interpreting the records. The session will include methods of researching military unit records for Army, Air Corps, Marines, Navy, and Coast Guard. Also covered will be the challenges of locating military files due to a massive fire at the National Personnel Records Center in 1973; how to mitigate slow governmental department response times; what files remain available for each branch of service; and how to locate them.

Managing Business Liability for Professional Genealogists
Edward Grandi
Professional genealogists face a number of liability risks working with clients. This presentation will help them understand what those exposures are and how best to address them. The presentation will define the legal concept of liability and identify specifically what liability risks exist for the professional genealogist using scenarios that could confront genealogists. Once identified, I will present options for addressing those risks including using different types of liability insurance and the other available risk management techniques to minimize or eliminate the risk of financial loss to the professional genealogist due a lawsuit being brought against them.


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