Intermediate Foundations

Tuesdays, 5 February - 16 April 2019
6:00 - 9:00 pm MST (MDT beginning March 12th)

Please review the following:

Sara Scribner, CG

Sara Scribner, CG

10 weeks of instruction with a special assignment in lieu of class during RootsTech week (February 26th)

Students who select this course already have some experience in genealogy, but aren’t quite ready for an advanced class. They have conducted research in federal census records, vital records (birth, marriage, and death), obituaries, and newspapers. They’ve learned their family’s traditions. Using Ancestry or FamilySearch, they’ve looked at results in indexed databases and then gone a step further to find and study some original documents. They’ve thought about assembling the information gathered from documents they’ve found, but haven’t yet written a proof argument or case study. They know they are in transition from one level of expertise to a higher one, but aren’t sure what’s next, what success will look like, or how to achieve it.

Level of Instruction


Technical Requirements

This course will meet online using Zoom Meetings. Sessions will be recorded for personal review and available for up to 30 days following the end of the course. Students are responsible to provide their own equipment and adequate bandwidth to participate actively in the course. Webcams and noise-cancelling headphones are strongly advised. Additional technical information will be sent to registered participants via email.

Students should have a (free) FamilySearch account and either an Ancestry account or access to Ancestry at a nearby family history center or other facility.

Homework: Assignments will be given to work on at your convenience between sessions.

Other Requirements

The following books will be helpful to understanding materials presented in the course and to completing homework, but are not required: Board for Certification of Genealogists Genealogy Standards, Elizabeth Shown Mills Evidence Explained, and Val D. Greenwood The Researcher's Guide to American Genealogy.

Other Instructors

  • Angie Bush, MS,
  • Rev. Dr. David McDonald, CG
  • Angela Packer McGhie, CG
  • Nancy A. Peters, CG, CGL
  • Kimberly Powell
  • Judy G. Russell, JD, CG, CGL
  • Michael L. Strauss, AG
  • Cari A. Taplin, CG

Technical Coordinator

  • Pat Richley-Erickson


Tuesdays, 5 February - 16 April 2019

  • 5:30 - 9:00 pm MST (5 February 2019)
  • 6:00 - 9:00 pm MST (12 February - 16 April 16 2019); MDT begins March 12th
  • Two 75-minute lecture/work periods, with a 10-minute break

 Course Schedule


  • Regular Price: $420.00
  • UGA Member Price: $380.00


Angie Bush, MS

Angie Bush, MSAngie Bush, MS (Biotechnology), BS (Molecular Biology), is the Director of Region 1 for the National Genealogical Society. She is a professional genetic genealogist and has been researching her own family since she was 8 years old. She regularly provides advice regarding genetic genealogy to other genealogists in the Salt Lake City area where she lives with her husband and two descendants. Prior to her involvement with genetic genealogy, she pursued a career in molecular and clinical genetics. Between obtaining her bachelor's and master's degrees, she spent several years working in the biotech industry where she gained an in-depth, working knowledge of the technologies used in DNA testing. Angie has helped many adoptees to find their biological family through autosomal DNA testing, and is particularly focused on using DNA as a genealogical record to reconstruct relationships and break down brick walls – whether they are recent or several hundred years old.

Angie is a member of the Association for Professional Genealogists, International Society of Genetic Genealogists and Utah Genealogical Association.

Rev. Dr. David McDonald, CG

Rev. Dr. David McDonald, CGDr. McDonald has nearly 40 years’ experience as a genealogist and 30 years as a genealogical instructor, and is a past president of BCG. He has coordinated research tracks in English church records and the Christian denominations and their records. His article, “Protestant Church Law in America,” appeared in the National Genealogical Society Quarterly in September 2007. He has been on the faculty at IGHR at Samford University, is a frequent lecturer at both NGS and FGS, and has appeared at state and regional conferences from coast-to-coast.

David holds graduate and doctoral degrees in theology, and is active as a local church pastor in the United Church of Christ. He lives near Madison, Wisconsin.

Angela Packer McGhie, CG

Angela Packer McGhieAngela Packer McGhie, CG, is a professional researcher, lecturer and instructor. She coordinates the Intermediate Genealogy course at the Institute of Genealogy and Historical Research, and the Advanced Evidence Analysis Practicum course at the Salt Lake Institute of Genealogy. Angela is an instructor at the Genealogical Research Institute of Pittsburgh, and the Genealogical Institute on Federal Records. She speaks at national and regional conferences, and is an instructor for the Boston University Genealogical Research Certificate program.

Angela served as the administrator of the ProGen Study Program for six years and is now on the board of directors. She is a past president of the National Capital Area Chapter of the Association of Professional Genealogists and has published in the APG Quarterly and the NGS Magazine. Angela currently serves a trustee for the Board for Certification of Genealogists Education Fund.

Nancy A. Peters, CG, CGL

Nancy Peters, CGNancy A. Peters, CG, CGL, works as a full-time researcher, author, editor, and lecturer specializing in genealogical problem solving and methodology. She serves as a trustee for the Board for Certification of Genealogists and as editor of OnBoard, the BCG newsletter. Nancy is incoming coeditor of the National Genealogical Society Quarterly in 2019.

She lectures at local and national conferences and has been an instructor for SLIG’s Advanced Evidence Analysis Practicum and the BCG Education Fund’s Putting Skills to Work workshop on evidence correlation. Her articles have appeared in the NGSQ and other genealogical publications. Nancy’s client and personal research encompasses the southeastern United States, upstate New York, England, and Germany.

Kimberly Powell

Kimberly PowellKimberly T. Powell is a professional genealogist, author, editor, educator, and volunteer. She is past president of the Association of Professional Genealogists and chairs its Professional Development Committee. She is a coordinator and instructor at the Genealogical Research Institute of Pittsburgh, and also teaches at the Institute of Genealogy and Historical Research and the Salt Lake Institute of Genealogy.

Kimberly was the genealogy expert for from 2000–2016, and is the author of several books, including The Everything Guide to Online Genealogy, 3rd edition (Adams Media, 2014). She has had articles published in BBC’s Who Do You Think You Are? magazine, Family Tree Magazine, and the Association of Professional Genealogists Quarterly. She is the proud recipient of IGHR’s Walter Lee Sheppard Jr. prize (2010), the Utah Genealogical Associations’ Silver Tray award for genealogical publishing (2012), and a Certificate of Appreciation from the Association of Professional Genealogists (2016) for her service and dedication to the association.

Judy G. Russell, JD, CG, CGL

Judy RussellThe Legal Genealogist Judy G. Russell is a genealogist with a law degree. She writes, teaches and lectures on a wide variety of genealogical topics, ranging from using court records in family history to understanding DNA testing. A Colorado native with roots deep in the American south on her mother’s side and entirely in Germany on her father’s side, she is a member of the Association of Professional Genealogists, the National Genealogical Society and numerous state and regional genealogical societies. She has written for the National Genealogical Society Quarterly and National Genealogical Society Magazine, among other publications.

On the faculty of the Institute of Genealogy and Historical Research in Alabama, the Salt Lake Institute of Genealogy, the Genealogical Research Institute of Pittsburgh and Boston University’s Center for Professional Education, she is a member of the Board of Trustees of the Board for Certification of Genealogists, from which she holds credentials as a Certified Genealogist and Certified Genealogical Lecturer. Her blog – chosen as one of the American Bar Association’s top 100 in 2013 and 2014 – appears at The Legal Genealogist website (

Sara Scribner, CG

Sara Scribner, CGA genealogist with extensive experience in American, Canadian and English sources, Sara focuses on impeccable research methods and in-depth problem analysis. Scribner retired from a forty-plus year career in public and academic research libraries to open Scribner Genealogy, a Salt Lake City-based research firm. Her "No Name, No Number: Identifying George Holmes's Orphans of Washington and Jefferson Counties, Georgia," appeared as the lead article in the peer-reviewed National Genealogical Society Quarterly September 2015 issue. She lectures regularly at national genealogical conferences on a wide variety of subjects, including delivering the 2017 BCG Educational Fund Lecture “Make Your Case: Constructing and Writing Proof Arguments.”

Born in Macon, Georgia to a Southern mother and a first generation Canadian-American father, she soon discovered the joys of Quaker and Loyalist research, and the sorrows of research in the south. Her traditional educational background prepared her for nit-picking old, hard-to-read documents, and always aiming for excellence. She holds an A.B. in Drama from Vassar College, a B.F.A. in Drawing from the California College of the Arts, and an M.S. in Library Science from Simmons University.

Michael L. Strauss, AG

Michael L. Strauss, AGMichael L. Strauss, AG, is a professional Accredited Genealogist and a nationally recognized genealogical speaker. He has been employed as a forensic genealogist for 25 years and has a BA in history and is a United States Coast Guard veteran. Michael is also a qualified expert witness in the courts in New York, New Jersey, Pennsylvania, and Virginia, and an approved genealogist with the United States Army to locate DNA qualified persons MIA from Korea, Vietnam, and World War II. Strauss has been a faculty member of IGHR, SLIG, and GRIP and has been involved in Civil War reenacting for more than 25 years and also reenacts the Mormon Battalion with the Utah Living History Association.

Cari A. Taplin, CG

Cari A. Taplin, CGCari A. Taplin, CG, is related to Roy Rogers. Or at least that’s what her family told her. As a result, finding her true heritage has been her focus since the year 2000. She is a native of Wood County, Ohio but migrated to Wyoming, Colorado and now Pflugerville, Texas which is just outside Austin. Cari holds the Certified Genealogist® credential and has served in a wide variety of volunteer and leadership positions for state, local, and national societies. She currently serves on the boards of the Association for Professional Genealogists and the Federation of Genealogical Societies. As the owner of GenealogyPANTS, she provides speaking, research, and consultation services. Cari focuses on midwestern and Great Lakes states and methodology.