Category Archives: State resources

A Personal Reference Guide Prepares Candidates for ICAPGen Testing

By Lisa Stokes, AG®

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The accreditation process builds proficiency in genealogical research methodology, strengthens knowledge of a specific research region, and develops solid report writing skills. Successful ICAPGenSM testing ensures a candidate is ready for professional level research. Creating a Personal Reference Guide to prepare for the Written Exams builds a foundation for ongoing expertise in the region.

What is a Personal Reference Guide?

A Personal Reference Guide, often abbreviated as PRG, is a compiled study guide that allows quick reference during research and testing. It can contain Quick Reference Sheets, Methodology Guides, Country Guides, State Guides, and other resources to aid the researcher.

Benefits

The benefits of creating a Personal Reference Guide to prepare for accreditation testing and client research are abundant and well worth the effort. Developing a Personal Reference Guide:

  • Solidifies learning for an accreditation candidate by encouraging an effective study process
  • Encourages gathering of new information, such as key resources and methodologies for the region, while studying for testing
  • Builds confidence in research skills and regional knowledge
  • Provides a solid foundation and knowledge of background and locality information about a narrowed location
  • Provides an understanding of methodologies that work well in the region
  • Allows for more effective client research time
  • Creates a well-rounded researcher

Continued gathering of locality information over time creates an invaluable, time-saving resource to use for many years to come.

Using the Personal Reference Guide for Accreditation Testing

The ICAPGen Written Exams use an open-book testing format, which allows the candidate to consult online resources, reference books, and personal notes during the exams. The Personal Reference Guide can take many formats and contain many Resources.

Format: Prepare digital or physical Research Reference Guides or a combination of the two to use during testing.

Content: Collect sample documents, maps, links, and webinar syllabi for quick reference during testing. Create methodology research guides, country and state guides, and quick reference guides to solidify knowledge of the region.

Logistics: The candidate is required to download their PRG materials to the testing computer and log out of any cloud service. Sufficient time is allowed to download materials before the test begins. Personal computers, tablets, cloud services or phones are not permitted during the test. All materials referenced during the test must be accessed from the testing computer to protect the test’s integrity and prevent copying of the test.

Creating a Personal Reference Guide is valuable preparation for all genealogical work. A solid Personal Reference Guide will also ensure success in testing and provide a foundation for ongoing expertise in a chosen region.


Based on an article published in the Fall 2022 ICAPGen Study Group Newsletter. Read Lisa’s updated post, Level Up Your Research: Why You Need a Personal Reference Guide for Genealogy at Lisa Stokes Heritage Research.

Announcing the ICAPGen Accreditation Webinar Series on Legacy Family Tree Webinars

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For immediate release by the ICAPGenSM Presentation Committee.

ICAPGen is excited to announce a new educational initiative to support genealogists pursuing professional accreditation. Beginning in April 2026, Legacy Family Tree Webinars will host a four-part series dedicated to helping researchers understand the accreditation process and build the regional expertise required to earn the Accredited Genealogist® credential.

Each webinar is taught by an Accredited Genealogist® professional and focuses on key aspects of accreditation—from exam preparation to regional methodologies. Whether you are just starting to explore accreditation or are deep into building your Four Generation Project, these sessions will provide practical, actionable guidance rooted in ICAPGen standards and requirements.

Each webinar is free to watch live and for one week afterward. After that viewing period ends, a Legacy Family Tree Webinars subscription is required to access the recording.

Registration is now open through Legacy Family Tree Webinars.


The ICAPGen 2026 lineup:


Mastering the ICAPGen Accreditation Process: Your Path to Professional Success
29 April 2026 – 2:00 pm EST

Torhild Shirley, AG®, will discuss the accreditation process. This session walks through the major components of testing, including the Four Generation Project, Document Interpretation and General Knowledge Exams, and the Final Project. Attendees will learn what evaluators are looking for and how to prepare with confidence.

Details and registration for Mastering the ICAPGen Accreditation Process: Your Path to Professional Success.

Mastering Mid-Atlantic Research: Resources and Methodologies for ICAPGen Accreditation
29 July 2026 – 2:00 pm EST

Alice Childs, AG®, will guide attendees through the essential resources and methodologies needed for ICAPGen accreditation in the U.S. Mid-Atlantic region. Successful research in Delaware, Maryland, New Jersey, New York, and Pennsylvania demands an understanding of shifting boundaries, varied repositories, and location-specific record challenges. This webinar will help candidates build a strong regional foundation and suggest ideas for developing a Personal Reference Guide tailored to Mid-Atlantic research.

Details and registration for Mastering Mid-Atlantic Research: Resources and Methodologies for ICAPGen Accreditation.


U.S. Great Lakes Region ICAPGen Accreditation: A Genealogy Treasure Trove
4 September 2026 – 2:00 pm EST

Kaye Ford, AG®, will introduce attendees to the rich genealogical landscape of the U.S. Great Lakes region—Illinois, Indiana, Michigan, Ohio, and Wisconsin. With diverse record groups, unique migration histories, and specialized land and maritime resources, this region offers both opportunities and challenges for accreditation candidates. This webinar will provide methodology strategies and practical tools to help researchers strengthen their skills and build an effective Personal Reference Guide for Great Lakes research.

Details and registration for U.S. Great Lakes Region ICAPGen Accreditation: A Genealogy Treasure Trove.

Navigating the New England Region: Strategies and Resources for ICAPGen Accreditation
6 November 2026 – 2:00 pm EST

Bonnie Wade Mucia, AG®, will explore the depth and complexity of New England research across Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Although the region is rich in genealogical records, success in accreditation depends on understanding where these records are held, how they function, and how to interpret them effectively. This webinar will guide researchers to key statewide resources and lesser-known town collections, while demonstrating strategies to evaluate evidence and showcase regional expertise throughout the accreditation process.

Details and registration for Navigating the New England Region: Strategies and Resources for ICAPGen Accreditation.


Looking Ahead: Expanded Opportunities for Regional Education

This series marks only the beginning! ICAPGen plans to expand educational offerings by inviting more Accredited Genealogist professionals to share their regional experience in future webinars. A call for proposals will be announced before the 2027 Legacy Family Tree Webinars submissions deadline, opening the door for additional regions and more ICAPGen methodology topics.

We are grateful to Legacy Family Tree Webinars for providing a platform to make high-quality, accreditation-focused education more accessible to genealogists everywhere. We look forward to supporting candidates across all regions as they build their skills and prepare to become Accredited Genealogist professionals.

Stay connected for additional updates, resources, and future webinar dates. We hope you will join us as we launch this exciting series!