2015 Working Together, We're Better Speakers

A Strategic Understanding Your Business – An Introduction
8:45 am

This introductory session focuses on the hierarchical nature and relationship of business systems, functions, processes and procedures. Each level in the hierarchy is defined and illustrated. Optional homework will help you understand these levels within your own organization and identify processes within Forms Management.

Speaker: Lisa Lee, 
Forms Management Consultant

Lisa is a forms management consultant with over 20 years of experience leading teams to provide effective forms to users via multiple platforms. As the manager of forms management for an insurance company she developed the forms management function and supported strategic initiatives. During her tenure she directed and participated in a wide variety of forms projects. 

Lisa serves on the boards of the Business Forms Management Association and the BFMA Education Foundation. She is a member of the BFMA certificate com-mittee and a recipient of BFMA’s Award of Excellence. She is one of 3 instructors of Forms Training Online. She is a regular speaker on forms related topics.

Haptic Brain/Haptic Brand — A Communicator’s Guide to the Neuroscience of Touch
9:30 am

More than half the human brain is devoted to processing sensory experi-ences. Touch, in particular, is an important part of the communication process. The way we understand and interpret the world is fundamentally rooted in our physical bodies. So, how things feel drives our thoughts and behaviors, influences our comprehension and retention of information, and profoundly shapes our emotional connections.

Haptic Brain/Haptic Brand looks at com-munication through the lens of neuroscience, exploring how media shapes the brain and, consequently, the way a brand is perceived. This new publication examines haptics—the study of how our sense of touch shapes what we think, and explores the science that explains why haptic brains respond so well to haptic brands. Through profiles of companies that have built deep emotional connections by integrating touchable media into branded communications, Haptic Brain/Haptic Brand offers inspiration and education to designers, mar-keters and brand owners, and shares guiding principles for all to use as touch points.


Speaker: Jerry Lane   Commercial Market Manager, Sappi North America

Jerry leads Sappi’s sales effort in Northern Calif., OR, WA, AZ, NV, UT, and Western Canada.  Focusing on Sales Training and Marketing support that promotes the print industry.  Calling on Merchants, Printers and Strategic End Users, Jerry is part of Sappi’s ETC 

(Education, Training and Consulting) group that helps give Print Reps and Marketing professionals the tools to be successful in the rapidly changing Marketing Communications field.

Jerry has been with Sappi for the past 15 years and previously worked with Kanzaki Specialty Papers, Crown Vantage, and James River. 


Accessible Documents
10:45 am

Regulations in Canada and in the US are now pushing companies to pro-vide accessible documents for the blind, partially sighted and those with cog-nitive disabilities.  Invoices, statements, client communications and personal and confidential information are generated daily through computer systems for billing and notification. Otherwise known as transaction documents, these documents contain critical information on your investments, tax, payroll and services from utilities, credit card and other time sensitive communications.  Millions of these documents are generated, mailed or electronically presented.

What are the laws and why should I as a document producer care?

With increasing enforcement companies are making the decision to generate all their electronic output into accessible PDF ensuring document accessibility compliance across their archives and through their systems giving users wider access both today and tomorrow.  How do you make these documents acces-sible while meeting critical timelines?  How do you create automated workflow to ensure your physical alternate format (Braille, Large Font etc.) and electronic documents are compliant?  What is the economical way of meeting compliance and providing accommodation?  How do you handle archived and vari-able compound documents?

Speaker: Dennis Quon, EDP Business Development Manager, Document Accessibility Services Crawford Technologies Inc


Customer Communications Management from a Different Perspective
1:15 pm

     Most people are familiar with the term Customer Communications Manage-ment (CCM) but the questions that companies need to ask are: “What is driving CCM? Why is it important to my company? What does the future hold?”

In 56 minutes, Skip Henk, President/CEO of Xplor International will take you on a journey that will cover:

  • CCM from the user perspective
  • The obstacles and challenges companies face
  • What factors are driving CCM and its evolution
  • What CCM is, its components and the value proposition
  • The future of CCM
  • CCM in 20 words (or less)

Changes in technology and human behavior are re-defining how your custom-ers and prospects want to communicate. To embrace CCM you need to first understand what is driving it and what it means to you. To do so it helps to look at it from a “slightly different perspective”.

Speaker: Skip Henk EDP President/CEO of Xplor International

Skip is a well-known leader in the electronic document and customer communications industry, a globally-respected marketing executive and a guest speaker at many industry events. He has a proven track record of business transformation and strategic vision. Skip has led Xplor International since April 2004 and is the major drivers behind the organiza-tion’s refocus on delivering education, knowledge sharing and professional development.

He received his EDPP certification in 1992. In 1997 the designation was changed to EDP. Prior to Xplor he held a variety of marketing and management positions with companies such as Kodak, Scitex Digital Printing, Xerox and Delphax. He was also a principal at a leading Service Bureau.

Skip is the father of 8 children ranging in ages from 13 - 42 and also has 7 grandchildren.


Going Lean - A Case Study from Wayside
2:20 pm

Lean efficiency is a recognized paradigm in graphic communications opera-tions. Those who adopt lean manufacturing guidelines throughout their operations have been able to trim costs while adding productivity. 

Wayside has embraced Lean manufacturing concepts initially presented at BCPIA Lean Learn and Do programs in 2013 and 2014. Now they have com-pleted a monitored Lean Program and will share the benefits and challenges.

Speaker: Neil Perry     Owner

During 30 years working his way through all the aspects of the printing industry, Neil Perry offers a wealth of experience to the clients of Wayside including a thorough understanding of how the industry is evolving and expanding through a wider spectrum of multi-media technologies. 

“I always wake up excited to get to the office,” says Neil.

After completing an apprenticeship, Neil took every opportunity to learn all aspects of Wayside, a 95 year old manufacturing company in Vernon. He also cultivated the art of managing relationships and eventually was named Vice President, Operations.  New opportunities arrived in 2008 when he joined fellow employee Richard Finn, and together they purchased Wayside.

Neil believes with the right people and the right attitude you can accomplish anything. With this approach, Neil continues to do his part to propel this once classic printing plant into a modern business resource that spans from its traditional roots of printing to signage and internet technology all of which support his clients’ needs.

Today, Neil still finds great joy in making big things happen for clients, and in making Wayside a rewarding place to work


Forms Gone Wild
3:15 pm

 This presentation will illustrate the importance of establishing a good Forms Management Program, and how forms can (positively or negatively) influence compliance and culture within your organization. Using real examples, you will see how applying form design best practice can guide the decisions and behaviors of staff and customers - and that forms are actually powerful gover-nance documents that can reduce risk and support your organizational goals.

Speaker:Shantelle Boatright                     Forms Business Analyst, Forms Strategy & Management Alberta Health Services

Shantelle Boatright is a Forms Business Analyst with Alberta Health Services, a health care organization with 125,000 employees, volunteers and physicians, serving approximately 3.9 million patients and clients.  Shantelle also serves on the Board of the Business Forms Management Association as VP of Programs.