- Salt Lake Institute of Genealogy (SLIG): (Fall 2020, 2021, 2022)
- Genealogical Research Institute of Pittsburgh (GRIP): (2020, 2021, 2022)
- Institute for Genealogical and Historical Research (IGHR) (2020, 2021, 2022)
- National Institute on Genealogical Research (Gen-Fed) (2001)
- GenProof Study Group
- ProGen Study Group
- Numerous conferences sponsored by NERGC, NGS, FGS, NYG&B, NEHGS, and more
Boston University
- Certificate in Genealogical Research (OL 32; 2020)
M.A. Johns Hopkins University (SAIS)
B.A. Kenyon College