Tag Archives: conference

Five Goals You Should Set for 2020: Part 2, Set an Education Plan

Continuing education is an important part of any vocation or hobby. Keeping up with the latest developments, learning about new topics, and strengthening areas you are weak in are vital for growth and development. So, let’s look at developing a genealogy education plan.

First, you’ll need to do some self-assessment. There are ways to go about this, usually, they are quite individual so take my process for what you can and adapt to what will work for you. Typically, I ask myself these three questions:

  • Where am I weakest in terms of record type, geographic area (that applies to my research or client work), ethnic group, or methodology?
  • What research (usually personal, not client-related) do I want to expand? And what kinds of education do I need to do that (usually geography related)?
  • Are there areas in my business where I need help, more information, a better system, or another area where I can find a class or webinar to help me improve?

Then, I examine the lecture, webinar, institutes, conferences, and other opportunities to IMG_3920_1024fill in those blanks. I will also seek out books, articles, blog posts, past webinars, and YouTube videos that might help start my education in that area.

Over the last several years, my education, in general, has focused on DNA and genetic genealogy methodology. When I moved from Colorado to Texas, I spent the first year learning about Texas history (fascinating!), ethnic groups, repositories, and research techniques specific to this area.

Looking ahead to 2020 and 2021, I know I want to dig deeper into my personal research overseas, specifically in Germany. I am planning on attending the Genealogical Research Institute of Pittsburgh (GRIP) in July and taking “Foundations of German Research” with Warren Bittner, for example. There are also a number of webinars on the topic at Legacy Family Tree Webinars1, and over the years I have purchased several books that I need to read (you don’t have a pile of books to read, do you?).

You can get very specific with your research plan. I know colleagues who employ entire spreadsheets to the topic. I try to set aside time each week (usually a couple of hours) devoted to something on that education plan (a webinar, article, book, etc.). Then I try to apply what I’ve learned to what I’m working on. It is a real shame when you attend an institute and then don’t have time to work with anything you just learned! So, that couple of hours per week is spent learning and applying to a research project.

There are a lot of new opportunities coming up all of the time, many of them online which cuts down the cost of travel. There are many webinars as well as several new online courses available through Salt Lake Institute of Genealogy (SLIG), National Genealogical Society (NGS), Virtual Genealogical Association (VGA), and others. I am working on some new online courses in addition to the NGSQ study groups I started so stay tuned for those.

Let me know what your 2020 education plans might hold. I’m always interested in what educational opportunities are available in the world!


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Goal Setting: Looking Ahead to 2020

I don’t know about you but I have some big plans for 2020! I always feel a bit of excitement as the new year gets closer. I am not sure if I feel exhausted at the end of a year from all of the hub-bub of the holidays, or if it’s the Winter doldrums (short days and the yearning to hibernate), but I start to feel a bit “draggy” and thinking about the new year gives me excitement.

For 2020, I already have a considerable number of conference speaking contracts as well as three all-day seminars scheduled so far! I list my upcoming lectures and seminars on my Speaking Calendar on my website (can be found in the menu bar at the top). I have also just received a contract for a large project to be done at the beginning of 2020.

One of the biggest plans I have for 2020 is the development of my new National Genealogical Society Quarterly with Mastering Genealogical Proof (NGSQ/MGP) discussion groups. There are still a couple of seats available in the Monday afternoon session. I am excited to work with old and new friends in these groups, studying these scholarly journals through the lens of MGP and the Genealogical Proof Standard (GPS).

Some of my 2020 travel plans include:

I will be presenting three lectures for the Houston Genealogical Forum in February. The Tulsa, Oklahoma Library has hired me to present an all-day seminar in March. And I have a few other things that will be announced as the details are settled. I have a busy speaking year ahead of me!

Other goals I have are to write several articles (ideas still forming) and continue building my client base through speaking, writing, and blogging.HappyNewYear

I hope you can find some time to assess what you’ve accomplished in the previous year and make some plans on how to grow or change in the new year.

Happy New Year!

FGS Week was a Success!

I know this is going to come out a little bit late to my readers… but frankly, I was exhausted after the Federation of Genealogical Societies (FGS) conference that took place in Washington DC. I serve as the VP of Membership for the organization and so that came with some responsibilities. I was in charge of the Society Showcase area. Despite a few minor hiccups in the beginning, we got it all looking good! I worked the FGS booth quite a bit, I also volunteered at booths for the Association of Professional Genealogists (APG) and the Board for Certification of Genealogists (BCG). I was able to attend three lectures!

The big news out of this conference was the planned merger between FGS and the National Genealogical Society (NGS). NGS’s general focus is on genealogy education, methodology, their scholarly journal, and other aspects for the individual genealogist. FGS’s focus has been on society management and support. Both have held national conferences and focus on Records Preservation and Access (RPAC). To read the official press release, click here.

Personally, I am excited about the merger. As a board member, I have seen our strengths and weaknesses and believe that we can be supportive to each other rather than separate and competitive entities. I believe cooperation and collaboration is the direction we need to move toward. Helping each other and coming together rather than having a separation in the field. I often found that there were people who were “team FGS” or “team NGS” rather than seeing the two as complementary. So I do think this will be good for the field.

However, I don’t have a crystal ball and don’t really know what the future holds. Time will tell, for sure.

FGS Conference Events, Register by Friday!

I am so excited to attend the Federation of Genealogical Societies (FGS) Conference in Washington DC, August 21-24. Registration ends this Friday, August 2nd so get registered!

There is still room at the conference hotel (Omni Shoreham) for an incredible $169 (a steal for D.C.) which is good for a few days before and after the conference (see the conference website for complete details). If you want to do some research at the Library of Congress, the Daughters of the American Revolution library, or the National Archives, this is a fantastic opportunity! If you have never been to one of these repositories, there are several guided tours that still have space available, as well as a tour of the National Museum of African American History & Culture. Check this page for more information.

In addition, this conference is different from previous FGS conferences. The society management topics are woven throughout the entire 4-day conference allowing you more choices in each time slot.

The Friday night event sounds fantastic, “Swing Back to the 30s with Your Ancestors” where you can represent one of your 1930s ancestors with live jazz playing in the background! Personally, I am excited for some of the luncheon speakers! There are still a few tickets left for those as well.

I will be speaking on Thursday, once on the society management topic “Create an Attractive Education Plan for Your Society” (T-217), once on research methodology “Unfamiliar Territory: Researching in a New (to you) Geographic Area” (T-232), and I’ll be participating in “Ask FGS! Panel with FGS Leaders” (T-247) with other members of FGS leadership.

This incredible opportunity is coming up quickly and I hope to see you there!

It’s National Genealogical Society Conference Week!

This week I am attending the NGS Conference and am so excited to participate! My schedule is quite full this time! First, I am attending the BCG Education Fund’s “Putting Skills to Work” day to refresh and update my skills.

During the conference I am presenting three lectures:

  • Session W154, Wednesday, 4PM, “Breaking New Ground: Creating a Locality Guide for New Research Areas”
  • Session F328, Friday, 11AM, “How’d You Find That?!? Tips for Locating Obscure or Hidden Records”
  • Session S421, Saturday, 11AM, “Family History Piecework: An Approach to Writing” (BCG Skillbuilding Lecture)

Working at the booths for the Federation of Genealogical Societies (FGS), the Association of Professional Genealogists, and the Board for Certification of Genealogists is also on my agenda.

Beyond this, I am looking forward to new and exciting “things” in the exhibit hall, learning new techniques at lectures, and catching up with old friends and making new.

FGS Conference Registration is Open

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Another great conference opened registration this week. This time it is the Federation of Genealogical Societies’ annual conference, that will be held in Fort Wayne, Indiana, home of the Allen County Public Library! This conference is taking place August 22-25, 2018. You can read more about it at the conference website. The full program has also been released and can be viewed here.

APG PMC Registration Open

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The Association of Professional Genealogists opened registration for the Professional Management Conference taking place in Kansas City, Missouri from  October 4-6, 2018. You can register and reserve a hotel room by visiting the APG conference website.

APG also announced the dates and locations for the 2019 PMC which will be held in Salt Lake City at the Hotel RL from September 19-21, 2019. This is also APG’s 40th Anniversary and there’s sure to be plenty of celebrating so mark your calendars!

Audio Recordings from NGS 2018

Audio recordings of many of the NGS lectures are available for sale and download at PlaybackNGS. There were many fantastic sessions, some I made it to, some I missed due to speaking or other obligations, and so I’m compiling my list right now.

7780-banner2If you couldn’t make it to NGS (or even if you did) this is a great way to hear some fantastic lectures.

I do have three lectures available if you are interested:

  • The Third Coast: How the Great Lakes Shaped America (W144)
  • Casting the Net: Denominational, Ethnic, and Specialized Newspapers (S443)
  • Using PERSI Like a Pro (S451)

I thought Grand Rapids, Michigan and this NGS conference was one of the best I’ve been to. The level of education, the exhibit hall, and the city offerings were fantastic.

Next year’s NGS is 8-11 May 2019 in St. Charles, Missouri. And 2020 will be 20-23 May in Salt Lake City, Utah. Mark your calendars!

BCG Putting Skills to Work 2018

I’ve been in Grand Rapids, Michigan since Tuesday when I attended the Board for Certification of Genealogists (BCG) Education Fund’s “Putting Skills to Work” class. What an excellent day! The time was split between two classes.

Connie Lenzen’s class “Planning and Executing Reasonably Exhaustive Research: Or How to Ensure a Successful Hunt” discussed research questions and plans. I have to say that I was quickly reminded of what I should be doing everyday. I get so excited for the research that I forget to focus, slow down, and set forth a path for my search.

Tom Jones made us think about “Citing All Kinds of Online Sources.” This class focused only on sources you find online and really made us look at all of the layers that an online source might have. The original source, the microfilmed version, the scan of the microfilm, an original digitization in color, previously published or not, and so on. We worked through many example citations as a class and discussed each of the parts.

The level of interactive instruction that one gets at a BCG “Putting Skills to Work” class is incredible. If you are interested in certification, are already on the clock, or are already certified, it doesn’t matter. These classes are wonderful examples of hands-on, lecture with discussion with exercises, types of classes many of us enjoy and will benefit for our own continuing education.

The BCG Education Fund’s “Putting Skills to Work” occurs on the Tuesday before the National Genealogical Society Conference every year, so you will want to adjust your schedule accordingly. Next year’s schedule was announced at this years’ class, and will take place in St. Charles, Missouri on Tuesday May 7, 2019:

  • “Meeting Standards with Twenty-First Century Research Reports” with Melissa Johnson, CG
  • “Evidence Analysis: Theory, Practice, and the Real World” with Nancy A. Peters, CG, CGL

For more information on the BCG Education Fund, visit bcgedfund.org.

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.