Currently accepting clients for...

• Speaking / Presenting

Publications/Media
The Calderwoods: A Trip from Ohio to California in 1927

DNA Organization-- It Starts with the Chart

Lectures
Organization:

• How to Clear the Mess on Your Desk
• Preparing for a Library/Archive Trip Before You Go
• Preparing for a Visit to a Church Archive
• Using Aggregators Such as Feedly to Organize Your Genealogy Leads
• Using OneNote to Organize Your Genealogy Research
• Online Tools to Organize and Collaborate with Your Cousins
• Successful Online Genealogical Searching
• Family Tree Software Options
• Using Family Tree Maker
• Getting Organized Using Technology and a Research Report
• How to Organize and Pass on Your Family History
• Organize Your Genealogical Education and News Alerts
• How to Make the Most of Your Genealogical Society Memberships and Newsletters
• How to Organize Multiple DNA Kits and Multiple Company Results
• Using Trello, Notion, Lucidchart, and Other Fun Tools
• Use Google Docs and OneNote to Organize Your Genealogical Second Brain (credit to Tiago Forte)
• Start Your Own Commonplace Book
• Organize a Family Group with Timelines and Spreadsheets
• What are you missing for your family groups? A Plan for After an Archive Visit
• How to Move from Files and Piles to a Biographical Sketch
• Getting a Handle on the Disorganized Process of Writing
• The Story Starts (or Ends) with You: Memoirs
• Compile, Abstract, and Transcribe in Your Writing
• A Second Brain in Practice
• How to Conquer Your Knowledge Gaps
• Try Bullet Journaling to See the Connections You Are Missing
• Learn to Write a Hero Story

DNA:​

• How to Start a DNA Interest Group at Your Society
• Genealogical DNA Testing for Beginners
• Leeds and Autoclustering
• What the heck is a centimorgan?
• Strategies to Identify Your DNA Matches
• Introduction to Shared Matching and Approaches to Solve DNA Questions
• Using Tools to Organize and Analyze Your Autosomal DNA Matches
• Y-DNA Testing
• Work Your Family Finder, Other Autosomal Testing, and Y-DNA Results
• mtDNA Testing
• Work Your Family Finder, Other Autosomal Testing, and mtDNA Results
• Understanding Inheritance Patterns
• Understanding Your DNA Health Reports
• Understanding Your Ethnicity, Admixture, Origins, Biogeographical Results
• Chromosome Mapping
• Understanding Inferred Matching-- The Power of Siblings
• AncestryDNA? Click on Everything
• 23andMe? Click on Everything
• MyHeritage DNA? Click on Everything
• FamilyTreeDNA? Click on Everything
• LivingDNA? Click on Everything
• Cousin Matching and Tree Building
• Gerry's Journey to Find Her Birth Father
• The Human Genome Project
• A DNA Sibling Study
• DNA Painter
• Using Technology and a Research Report to Make the Most of Your DNA Results
• Case Study: A Mystery First Cousin
• Working with atDNA, mtDNA, and Y-DNA in One Organized Endeavor
• Learning DNA Strategies Through Case Studies
• Using Ancestry Matches and ThruLines to Break Some Brick Walls
• DNA Misconceptions
• What You Should Know About the Five DNA Testing Companies
• Sorting Your DNA Match Lists (Leeds) Clustering and Filtering Your DNA Match Lists and Inferred Matching
• Ancestry Dots, ThruLines, and an Organized Plan
• The ATGCs of DNA Analysis: Assumptions, Thinking Analytically, Guesses, and Conclusions
• Endogamy? Now What?
• Reliability, Ethics, and Privacy in the DNA Age
• Ancestry Pro Tools- Enhance Your Family Tree
• Ancestry Pro Tools- Increase Your DNA Analysis
• DNA Case Study- An Unknown Grandfather in Washington County, PA
• DNA- It's Not Just Science. It's Math, too!
• Using a DNA Research Log to Make Progress and Plan Your Next Steps
• The Power of Clustering Tools
• DNA Analysis: How do I know I'm right?
• Using Excel to Organize ThruLines (visualize lineages and generations)
• Can DNA testing help with family history?
• DNA Surprises
• Help! Some DNA tools are down!
• 3 Types of DNA, 4 Challenging Types of Families, 5 DNA Testing Companies- Help me understand!
• Pro Tools- Enhanced Shared Matches- Case Study: The Naumanns
• DNA Success:  Understanding Genetic Networks
• DNA—It’s not just science, it’s math too!
• Ancestry Pro Tools: Enhance Your Family Tree
• Ancestry Pro Tools: Increase Your DNA Analysis
• DNA Surprises
• Maternal DNA
• Finding an Ohio Pioneer Family Using Mitochondrial DNA
• The Power of Ancestry Clusters and Inferred Matching
• The Tale of Two Grandfathers and an Adoption—Privacy and Ethical Concerns with DNA 
• Parameters of DNA Sharing- Who Shares, Who Doesn't Share, and Inferred Matching
• The Right Tester, the Right Test, the Right Testing Company to Inform Your DNA Research Question
• Crowd-sourcing a Genetic Network and Tree Building

Traditional Genealogy Topics:

• The 1818 Welsh Migration to Ohio
• Hierarchy of Research Archives in Ohio
• Finding Genealogical Education
• From the Highlands of Scotland to "The Beach" of Darke County (Ohio)
• Getting Started in Genealogy

Keynote or Luncheon:

• Genealogy Intertwined with Gratitude
• Overcomers: Struggling for a Better Life

Half/Full Day Events:

• Genealogical Organization (full day, general audience)
• DNA Organization- It Starts with the Chart (full day, intermediate to advanced)
• From Ethnicity to Identifying DNA Matches (a five-part series from beginner to intermediate)
• Ancestry DNA: Get Started and Identify Matches (half day, beginner to intermediate)
• How to Write Your Family Stories (full day, general audience)
• From Unknown DNA Match to Known Match (half day, beginner to intermediate)
• DNA Analysis: How do I know I'm right? (full day, advanced)

Professional Genealogy Topics:

• Succession Planning for Your Genealogy Business
• Pandemic, IRS Audit, Oh My!
• Templates, Boilerplate, Copyediting, and Hooks

Repositories
Ohio Historical Society Archives

Affiliations
President of the Great Lakes Chapter of APG
Member of Ohio Genealogical Society
Member of Ohio History Center
Member of Montgomery County Genealogical Society (OH)
Instructor at the Applied Genealogy Institute
Instructor at GRIP Institute

Degrees
Master (Management), Bachelor (Biology)