Category Archives: Presentations and Events

Plans for the rest of the year and some for next…

Before I start the next series of my blog, I just wanted to give a quick update for me and the rest of the year and some exciting things starting next year.

First, the last Mastering Genealogical Proof study group for 2022 is starting next week. You only have a few days left to register if you are interested. (The 2023 schedule is still being formed for both MGP and MGD so stay tuned.) You can check the webpage for all class schedules or follow my Facebook page or subscribe to this blog to be kept up to date. (At the bottom of each page is a place to enter your email address to get updates to my blog.)

Scroll to the bottom of this page to find the location for getting emails when a new blog post is published.

Second, I am starting a new group focused on WRITING in 2023. It is called the “Writer’s Workshop Group 2023” and will be held once per month to allow for attendees to work on various aspects of their writing. More information and registration can be found here. The class size is limited so do not wait to sign up!

Third, Cyndi Ingle (of Cyndi’s List) and I will be holding our NGSQ study groups again next year. If you have not participated, but would like to be notified when registration happens, please sign up on the waitlist here.

Fourth, I will be participating in the Ohio Genealogical Society Conference in April 2023. I am going to present the keynote on Thursday titled “The Virtue of the Great Lakes: Contributions to Westward Expansion,” as well as several other lectures.

Fifth, I am excited to be coordinating our Great Lakes course again at GRIP in June 2023. The instructors are myself, Cyndi Ingle, Paula Stuart-Warren, and Judy Russell. We had a blast last time and many good comments so we are excited to do it again. It is one of my favorite topics.

I am always providing webinars throughout the year. Between living through the pandemic and now having a full-time job, I have decided to limit my in-person speaking. So, I will mostly be found at online events. (No gas money, driving through stressful traffic, not to mention the time commitment for travel. Not only is that easier for me and less expense for the societies I’m speaking to, it is better for the environment.) My speaking calendar can be found at the bottom of my webpages or click here. I hope to see you at any of the events above.

Next Round of Mastering Genealogical Proof Study Groups are Forming!

Our next round of Mastering Genealogical Proof study groups is forming! We are studying the book by Tom Jones and working through the workbook questions. These two groups will be lead by Cyndi Ingle (of Cyndi’s List). Here are the details:

  • There will be two sessions: Wednesday daytime at 3pm Eastern, and Wednesday evenings at 7pm Eastern (so adjust for your time zone), both being led by Cyndi Ingle. Beginning October 5 – November 16, 2022 (7 weeks, plus optional 8th week). Each class will be about an hour.
  • We will meet on Zoom.
  • Cost for the course: $75
  • You will need to have the book, Mastering Genealogical Proof by Tom Jones. It can be purchased on Amazon or through the National Genealogical Society if you don’t already have it.
  • There are questions in the book that we will use to guide discussion. Reading the chapter and answering the discussion questions will prepare you for each week’s class.
  • For first half (or so) of each class session, we will present/recap the principles for that week (we’ll have slides).
  • The second half will be going over the discussion questions.
  • There will also be a private Facebook group for this class only so you can ask questions and discuss issues in-between class sessions.
  • Class size is limited to 25.

Choose either of these two times, click the link to register:

We look forward to studying with you!

If this session does not work for you, we will be holding the next session in 2023. To be notified when registration opens for the next session, please click this link to sign up for the waitlist. (This waitlist is just a way for us to collect your email so we can notify you of registration and is not a guarantee of a seat in the class.)

Upcoming Events

I just wanted to pause before I start my blog series to let you know of some upcoming speaking events that will be finishing out the year for me.

Clayton Library Friends – Webinar

I will be presenting “Making Molehills out of Mountains: Getting Organized” on Friday October 29 at 2pm CentralClick here for more information.

Genealogical Forum of Oregon Fall Seminar

On Saturday October 30, starting at 9am Pacific I will be presenting on 3 topics:

  • It’s in the Bag: Preparing for a Research Trip
  • How’d You Find That?!? Tips for Locating Obscure or Hidden Records
  • Using Google’s MyMaps as a Research, Analysis & Trip Planning Tool

Click here for more information.

Bay Area Genealogical Society (Texas)

On Friday, November 19, at 7pm Central, I will be presenting “Using Church Records to Find Ancestral Origins.” Click here for more information.

Orange County California Genealogical Society

On Saturday, December 4th at 10am Pacific, I will be presenting two lectures:

  • How’d You Find That?!? Tips for Locating Obscure or Hidden Records
  • Who Lived Next Door? Using the FAN Club

Click here for more information.

I hope you’ll join me at one or more! Happy fall!

Spring and Summer Activities

As some deadlines loom for some of my spring and summer activities, I figured I would take a moment to recap some of the upcoming events I will be participating in.

  • Mastering Genealogical PROOF Study group started last week. Upcoming study groups led by Cyndi Ingle and myself can be seen here.
  • May 1, 2021 – Tulsa Public Library will host 4 of my lectures, pre-recorded, for one month. For more information, see this link.
  • May 13, 2021 – Pastfinders, South Lake County, Florida – Webinar “Using Timelines”
  • June 5, 2021 – Webinar for Florida Genealogical Society Tampa – “Who Lived Next Door? Using the FAN Club in Your Research”
  • June 17, 2021 – Webinar for Portsmouth Public Library – “Heart of it All: New Hampshire to Ohio Case Study”
  • June 20-25 – Teaching at GRIP (Genealogical Research Institute of Pittsburgh), I am coordinating the Great Lakes course and teaching in Paula Stuart Warren’s course “Digging Deeper.”
  • July 8, 2021 – Webinar for the Denton Public Library – “Family History Piecework: An Approach to Writing”
  • July 10, 2021 – Conference for the McHenry County, Illinois Genealogical Society with “The Genealogy Squad,” Cyndi Ingle, George Morgan, Drew Smith, and myself.
  • July 25-30 – I am A STUDENT and attending IGHR! (Taking the Irish Course)
  • Our study group for Mastering Genealogical DOCUMENTATION begins on August 4, 2021. See more details here.

Not every website has their events posted yet. I still have a few things that are not under contract yet and so aren’t posted here. You can always click on my calendar to see my upcoming events. My fall activities are still shaping up. I’m doing everything virtually again this year and will probably do so for at least the early part of next year. Here’s hoping for a better 2022!

SLIG Scholarships available!

I will have the awesome opportunity to co-coordinate a course at SLIG 2018 with my colleague Kathryn Lake Hogan, titled “The Third Coast: Research in the Great Lakes Region.” You can view the entire course outline by clicking here ( slig.ugagenealogy.org) and finding Course 2. You can also view a short video about our course:

(I’ll write more specifics about the course in a later post.)

Is your genealogical budget a little tight? Or would you like financial assistance to attend? If so, I want to let you know about some great scholarship opportunities for SLIG 2018. The following was sent out by Debra A. Hoffman, Assistant to the Director of SLIG:

Planning to attend the Salt Lake Institute of Genealogy (SLIG) in January
2018? There are several scholarship opportunities available for SLIG
students.

SLIG Jimmy B. Parker Scholarship
*Deadline June 20, 2017*

Named in honor of Jimmy B. Parker, whose legacy of service to the
genealogical community covered more than 50 years, this full-tuition
scholarship will be awarded to an individual who has “demonstrated
commitment to genealogical excellence and community involvement”. The
winner will be announced July 1st and their course of choice pre-reserved.
Full details here: http://ugagenealogy.org/cpage.php?pt=424.

SLIG Scholarship for First-Time Institute Attendees
*Deadline June 20, 2017*

This fund, opened at SLIG 2016, was created to enhance scholarship
opportunities for SLIG students. Donations have been made by Maia’s
Bookstore and SLIG students. More details and submission requirements may
be found here https://ugagenealogy.org/cpage.php?pt=448.

ASG Scholar Award, American Society of Genealogists

This award provides “financial assistance for a developing scholar to
attend one of five academic programs in American genealogy.” The award,
which will be given in October, will apply toward a SLIG 2018 course of
study. To find out more, visit their website
http://fasg.org/awards/asg-scholar-award.

AncestryProGenealogists Scholarship
*Deadline TBD for SLIG 2019*

Established to “foster and support professional genealogists in their
ongoing development efforts.” Scholarship covers tuition and specific other
expenses to attend one of the four US-based genealogical institutes.

Unfortunately, due to a lot of complicating factors, applicants won’t be
aware of the courses to be offered for SLIG 2019 until after they have
completed their application. For that reason, we offer the opportunity to
have open dialogue with the director if needed to help you rank SLIG in order of attendance preference on your application. (send an email to: director@slig.ugagenealogy.org and use the subject “AncestryProGen scholarship question for 2018”)

You can learn more about the AncestryProGenealogists Scholarship on their
website https://www.progenealogists.com/scholarship.

My 2017 Plans…at least so far

calendarI know it has been an incredibly long time since I have posted anything. I’d like to report that I have been away on a fancy vacation, backpacking across Europe or something equally as exciting and adventurous, but let’s be real here. I’m a parent and a self-employed genealogical researcher and speaker. Who has time for adventures like that? (Well, unless it’s research-related, right?)

This doesn’t mean I haven’t been busy! The biggest thing that has happened is that I have taken a position as the Case Manager for my friend and colleague Deena Coutant of DigiDeena Family History Solutions. This means I am working to supervise all of the projects she’s got going, sending them to contractors, helping with marketing ideas, and working on research projects as needed. This job has been keeping me quite busy, especially as I get stabilized and familiar with the processes, and learn how to work with the contractors Deena already had in place, and helping to hire new contractors. It is an exciting time and we are having a great time working together!

I have also been busy getting my speaking schedule in order for the coming year. Here is what I have on the calendar so far:

*all times in Central time zone unless otherwise noted

There are several other items I have in the works, but the details aren’t firmed up yet, so when those items are worked out I will be sure to update this page and my calendar.

Here’s to 2017 being an awesome genealogy year!

TxSGS Annual Conference Presentations

I can hardly believe that it is almost time for the Texas State Genealogical Society Annual Conference again! It seems like it wasn’t that long ago that I was speaking at last year’s conference, for the first time. Well, this year I will be speaking again! The conference will be held in Dallas at the Crowne Plaza, October 28-30.

Friday, October 28,  I will be presenting two lectures:
Ahead of the Times: Texas Newspaper Research (2-3pm)
Newspapers were daily snapshots of our ancestor’s lives; Texas newspapers are no exception. Examine the broad spectrum and history of Texas newspapers for genealogical research. Methods, techniques, and strategies for obtaining those items of interest will be demonstrated.

From Deeds to Dirt: Analyzing Research with Maps (5-6pm)
This program demonstrates skills needed to move from land descriptions in historical documents to maps depicting those locations in order to analyze and solve research problems.

Saturday, October 29,  I will present:
Who Lives Next Door? Using the FAN Club in your Research (2-3pm)
Untangle individuals of the same name and solve genealogical mysteries using the “FAN Club” principle. Methods to identify FAN Club members and case studies will be demonstrated.

I’m so honored to be speaking at a conference alongside some of my favorite colleagues and friends! Such talented genealogists and speakers attending are Judy Russell, Cyndi Ingle, Deborah Abbott, Lisa Louise Cooke, Rick Fogarty, Sara Gredler, Colleen Greene, Michael Strauss, Billie Fogarty, Kelvin Meyers, Teri Flack, Debbie Parker Wayne, Ari Wilkins, and at least twenty other speakers!

Early Bird registration is open through October 7, 2016. Don’t delay! This is sure to be one of the best state conferences yet.

“Crossing the Pond” An upcoming course at the British Institute

britishI will have the pleasure and honor of teaching at the “British Institute” hosted by the International Society of British Genealogy and Family History (ISBGFH). I will be teaching three classes in the course titled “Crossing the Pond: Finding Your Immigrant Ancestor in Their Homeland” coordinated by Eric Stroschein, along with Luana Darby and David Ouimette, CG. The following is an excellent description of the course:

Are you stuck? Have you hit the European immigration research brick wall called the Atlantic Ocean? Want to learn how to resolve your own research problem? Whether your immigrant ancestor came directly to America or through the British Isles this class is for you. For this class, it does not matter where your immigrant came from.

Crossing the Pond teaches proven beginning to advanced methods, instructing students how to resolve their own research problems. Students in this course will bring up to 5 of their own European research problems to work on throughout the week. Crossing the Pond demonstrates sound methodology translates to all countries.

This workshop style course has the look and feel of private consultations centered around morning classroom instruction on methodology and followed by problem solving with guided research by your instructors in the Family History Library while using your own research problems.

The three classes I will be teaching are:

  • Using Lists to Find Proof
    • Genealogists examine lists every time they conduct research, whether it be in the form of censuses, tax lists, directories, petitions, or others. This class will demonstrate methods of examining lists as a research tool for proving the identity of our ancestors.

  • Using Church Records to Find Ancestral Origins
    • Use maps, directories, county histories and other clues from family lore and tradition to determine the religious affiliations of your ancestors. Locating, examining, and analyzing the records for a given church, might be the key to identifying an ancestor’s place of origin.

  • Canadian Migration and Immigration
    • When we think about our immigrant ancestors, we often visualize them coming directly to a United States seaport such as New York or Philadelphia. However, many of our forebears entered through Canadian ports before migrating south overland to become U.S. citizens; some may have crossed back and forth several times creating many records for genealogists. This class examines some of the common migration patterns and the documents they created.

I know I wish I had this course when I was beginning my genealogical research. There is still time to register! If you sign up by September 15 you will save $65 on the registration fees! The classes take place at the Plaza right next door to the Family History Library in Salt Lake City. There is no better format than a half day learning and a half day researching, if you ask me. I am sure this course will be of use to anyone who is looking for their ancestors’ origins “across the pond.”

More information on the other instructors:

Course Coordinator:

Eric Stroschein, is a professional genealogist located in Mount Vernon, Washington. He owns Generations Detective, a genealogical research firm that offers a wide variety of services. Eric has roots in the British Isles and has had great success finding ancestors in their native countries for his clients and his own family. He lectures nationally at various genealogy conferences. To contact Generations Detective please visit: http://generationsdetective.org/contact/

Course Instructors:

Luana Darby, MLIS, is a professional genealogist and lecturer, based in Salt Lake City. She is the owner of Lineages by Luana, a genealogical research company which focuses on US/Canada and Western European research. She has served as president, vice president, and treasurer of the Utah Genealogical Association and currently serves on the Association of Professional Genealogist’s board. She also is employed as an adjunct faculty member at BYU-Idaho in the family history department. 

David Ouimette, CG, CGL, manages Content Strategy at FamilySearch, prioritizing historical records worldwide for digitization and online publication. He has conducted archival research in dozens of countries across the Americas, Europe, Africa, and Asia. David lectures at national genealogical conferences and institutes and authored Finding Your Irish Ancestors: A Beginner’s Guide.

My lecture at the APG PMC is all about the “PERSIbilities”

In just two short weeks I will be attending and presenting a lecture at the Association for Professional Genealogists Professional Management Conference in Fort Wayne, Indiana. (My how time flies!) I will be presenting a lecture on a resource that is one of my favorites: the Periodical Source Index, or PERSI.

“PERSI Possibilities: Better Research with ACPL’s Periodical Source Index” will take place on Thursday 22 September 2016 at 1:15. So right after lunch… I do hope the great examples I will share and the stories I plan on telling will keep everyone awake!

A colleague and genea-pal Darcie Posz suggested I start a hashtag for my program #PERSIbilities. I love that and wish I had thought of it myself… I may have to retitle my lecture! In this program I will give the audience a look into the Periodical Source Index (PERSI), its new partnership with Find My Past, and tips and techniques for getting the most out of this valuable genealogical resource.

There is still time to register for the conference. Click here to go to the APG conference page. The entire conference runs from 22-24 of September at the Allen County Public Library. There are some fantastic presentations in the line-up that I am truly looking forward to attending. There are twenty-five different lectures and five workshops to choose from high-caliber genealogists working in the field today.

Besides the opportunity for learning, the conference is being held in one of the best genealogical repositories, the one that started PERSI, the Allen County Public Library. Who could ask for anything better? So, consider adding the PMC to your genealogical education plan. I hope to see you there!

Village Genealogical Society Seminar

villagesI am VERY excited to be presenting an all-day seminar to the Village Genealogical Society and the Akansa Chapter, NSDAR on 17 September 2016. The seminar will be held at the Coronado Community Center, 150 Ponderosa Lane, Hot Springs Village, Arkansas. To register visit this website http://www.rootsweb.ancestry.com/~arhsvgs/ or click here:  VGS Workshop 2016 Flyer and Entry Form (pdf).

The group has picked some fantastic topics. I will be presenting:

  • “Census Hurdles: How to Jump Over or Go Around”
  • “From Deeds to Dirt: Case Studies in Analyzing Research with Maps”
  • “Cluster Research and the Fan Principle: Finding Your Ancestors through their Friends, Associates, and Neighbors”
  • “The Heart of it All: Migration Research Methods”

This seminar will begin with some foundational research record sets and methodology (censuses and maps), and then build on those lectures in the afternoon with two methodology lectures. The “Cluster Research” lecture will explain the FAN Club principle (thank you Elizabeth Shown Mills) and demonstrate some of the best methods for identifying your ancestors’ FAN club. The second, “The Heart of it All” will bring together all of the records, techniques and methodologies from the day into a final case study on determining one family’s migration route and their reason for moving.

I’m looking forward to this opportunity and I hope to see some of you there!