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WORKFLOWS: Organising Your Genealogy Business
Strong research deserves strong systems!
About this course
Behind every successful genealogy business is a workflow that actually works.
This hands-on workshop is designed for genealogy professionals who want to build or refine clear, repeatable workflows that support high-quality work and a sustainable business. Rather than focusing on tools alone, this course digs into how work really moves through your business — from initial client intake through delivery of the work product
Led by experienced professional genealogist Catherine B. W. Desmarais, CG®, CGG®, you will collaborate in small peer groups aligned by business focus.
Who should attend?
This workshop is ideal for:
- Professional family history researchers
- Forensic genealogists
- Genealogical speakers, writers, and educators
- Genealogists transitioning from part-time to professional work
- Established professionals who want to refine or rebuild their business systems.
Whether you are starting to formalise your processes or revisiting workflows that have evolved organically over time, this workshop meets you where you are.
Details
Workshop Cost: $157 (US dollars) for 4 hours (two sessions each of two hours)
When: 14 & 21 April 2026 @ 7 PM Eastern US
Where: via ZOOM. All sessions are closed captioned, recorded and available for viewing for 14 days following each session. A syllabus is provided. Attendance is limited to 30 participants.
About Catherine Desmarais, CG®, CGG®
A full-time professional genealogist, author, and educator, Catherine Becker Wiest Desmarais is the owner of Stone House Historical Research. Board-certified since 2011, she specializes in forensic genealogical research for probate, real estate, and military repatriation cases. Her firm completes more than 6,000 hours of forensic genealogy research annually and has assisted the Defense POW-MIA Accounting Agency to locate families for more than 1,400 missing service members. She is co-author, with Michael S. Ramage, JD, CG, of the book, Forensic Genealogy: Theory & Practice..
Catherine has a master’s degree in education from the University of Vermont and teaches at the Salt Lake Institute of Genealogy and the Genealogical Research Institute of Pittsburgh. Her research and writing are published in the National Genealogical Society Quarterly, Crossroads, and the Association of Professional Genealogists Quarterly.
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