Files, Piles, and More: Organizing Your Family History

Friday, March 22 - Saturday, March 23
via Zoom
Sponsored by New York Genealogical and Biographical Society

As collectors, genealogists gather an array of materials during their research. Many have a combination of paper files, digital objects, and other ephemera that tell their family’s story. Focusing on organizing your materials can have tremendous benefits—including preserving the items you’ve gathered for the future and propelling your research forward.

Join the NYG&B for a unique two-day online workshop that will give genealogists guidance, inspiration, and practical ways to organize their family history. Led by national speakers, topics will address a variety of important topics, including:

  • Preserving paper materials and digital files
  • Organizing DNA results
  • Future-proofing your organization system
  • Deciding what to preserve
  • Using family tree software programs

This is an online event only. All sessions will be recorded and made available to registrants for on-demand viewing through May 30, 2024.

Workshop Schedule (subject to change)

Friday, March 22

  • 9:30 a.m.–10:30 a.m.        
    “Organizing Your Family History: Where Do I Start?” with D. Joshua Taylor
  • 10:45 a.m.–11:45 a.m.        
    “Preserving and Organizing Digital Materials” with Rick Voight
  • 11:45 a.m.–1:00 p.m.        
  • 1:00 p.m.–2:00 p.m.        
    “Family Tree Software Programs” with Nicole Dyer
  • 2:15 p.m.–3:15 p.m.       
    "Organizing Your Genealogy Research Process" with Drew Smith
  • 3:30 p.m. – 4:30 p.m.        
    “Making the Difficult Decisions: What to Save” with D. Joshua Taylor

Saturday, March 23

  • 9:30 a.m.–10:30 a.m.       
    “Future-Proofing Your Organization System” with D. Joshua Taylor
  • 10:45 a.m.–11:45 a.m.        
    “Airtable and Other Software Tools” with Nicole Dyer
  • 11:45 a.m.– 1:00 p.m.       
  • 1:00 p.m.–2:00 p.m.        
    “Organizing Your DNA Results” with Nicole Dyer
  • 2:15 p.m.–3:15 p.m.        
    “One Method: Grandma’s System” with D. Joshua Taylor

Registration Fee

  • Member Registration: $215
  • General Registration: $259

About Our Presenters

Nicole Dyer headshot

Nicole Elder Dyer is a professional genealogist specializing in southern United States research and genetic genealogy. She is the creator of and the Research Like a Pro Genealogy podcast. She co-authored Research Like a Pro: A Genealogist's Guide and Research Like a Pro with DNA.


Drew Smith, associate librarian emeritus, is the co-host of The Genealogy Guys Podcast and author of Advanced Genealogy Research Techniques, Organize Your Genealogy, and Generation by Generation: A Modern Approach to the Basics of Genealogy.

Drew Smith headshot

D. Joshua Taylor headshot


D. Joshua Taylor, MA, MLS, FUGA is the President of the New York Genealogical & Biographical Society (NYG&B), an organization dedicated to preserving, documenting, and sharing family history and stories from across New York State. A nationally known and recognized genealogist, Joshua was named President of the NYG&B in 2016 and is an Officer, Trustee ex Officio, on NYG&B’s Board of Trustees.


Rick Voight, CEO and Co-Founder, Vivid-Pix and Publisher, Reunions Magazine, is a lifelong photography and imaging visionary with leading photography companies, such as Hewlett-Packard and Kodak. Whether by inventing software to restore decades-old photos, bringing back precious memories that were thought to be long gone due to the passage of time or cognitive decline, sharing stories, or helping to bring families and friends together at reunions, “Rick, Randy, and a few excellent people” created Vivid-Pix over a decade ago with a focus to make it simple and affordable for consumers and organizations to relive memories.

Rick Voight headshot