Event Registration - Association of Professional Genealogists

  Join us for the APG members-only VIRTUAL "Research to Revenue: Raising the Bar" Professional Management Conference, 14–17 October 2026.

Through end of day 31 August 2026 US Eastern time, early bird registration is $175. From 1 September 2026, the cost for registration will be $200.

We'll be hosting in-depth sessions led by experienced genealogists and industry experts covering topics like marketing, business management, technology writing and publishing, client relationships, legal and ethical issues, and niche careers in genealogy. In addition to networking opportunities and workshops, we are also offering a special one-day track targeted toward genealogists in business five years or less. 

Recordings will be available for replay through 31 January 2027.

WORKSHOPS will be held on Saturday, 17 October 2026, and they are an additional cost of $45 each. Workshops are not recorded and are each limited to 30 attendees.

You may attend one or two workshops; we offer two options in the morning and two in the afternoon.

Morning Workshops
10 a.m. - 12:30 p.m. (break included)

• Katherine O'Connell, "Developing Business Workflows"
  As a new professional it can be very exciting to land a new client. But there are a lot of steps between that first phone call and submitting a report or final work product. This workshop will help you plan the way forward: what to ask the client when onboarding, how to send out a contract and retainer invoice, when to send updates, when to bill, and how to send out a report and close out the case. Having a process will help you feel confident and set the client at ease. This workshop will give you a chance to work through the steps and ensure that everything goes smoothly.  
• Kate Penney Howard, "When Family History Hurts: Trauma-Informed Genealogy and the Unreasonably Exhausted Researcher"
  Genealogical research often uncovers difficult truths. This interactive workshop uses case studies and guided discussion to introduce trauma-informed approaches to communication, ethics, and researcher well-being. Participants will practice responding to sensitive scenarios, setting boundaries, and leave with practical strategies to support clients while maintaining sustainable, professional genealogical practice.

Afternoon Workshops
2 p.m. - 4:30 p.m. (break included)

• Andrew Redfern, "Advanced PowerPoint Skills for Professional Genealogists"
  Learn advanced PowerPoint techniques to create polished presentations, stronger client visuals, and reusable branded assets for your genealogy business. This hands-on workshop will help you improve slide design, build efficient workflows, and repurpose research into professional, engaging outputs for lectures, webinars, reports, and educational offerings.
• Nicole Dyer, "Airtable Meets AI: Smarter Transcription & Research Logging"
  AI tools inside Airtable can make your research logging and report writing workflow faster and more efficient. AI Field Agents analyze handwritten documents, transcribe them, and generate summaries automatically. Use Omni to chat about your data, build tables, create source citations, and draft research paragraphs from your log.

- Early bird registration closes end of day 31 August 2026.
- Regular registration will be available up to 14 October 2026.
- Syllabus will be available on or before 15 September 2026.

Questions? Email webmaster@apgen.org


 
Registration ends on 14-Oct-2026