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Workshop Session 1
Novice/Intermediate/Advanced

Resiliency – A Yardstick and a Roadmap

Charles Wallen
FSTC

The term “resiliency” has increasingly become part of the business continuity dialogue as organizations have endeavored to strengthen their ability to effectively respond to business disruptions. This session will review a project being coordinated by the FSTC Business Continuity Standing Committee to develop a Resiliency Maturity Model (RMM). The vision of the RMM is to provide organizations with a tool to measure the maturity of an organization’s BCP program against a common benchmark targeted on resiliency. The initiative focuses on defining the key processes and capabilities generally considered crucial to resiliency in areas such as technology, work-space, people, security and crisis management. The RMM tool will provide a clear roadmap for any organization interested in measuring and enhancing the resiliency of their business continuity program.
Charles Wallen is the managing executive of the Financial Services Technology Consortium’s Business Continuity Standing Committee, which is actively working to address shared business continuity and technology recovery opportunities.

Workshop Session 2
Novice/Intermediate/Advanced

Workshop Session 3
Novice/Intermediate/Advanced

Emergency Management:
The Basics!

Regina Phelps
EMS Solutions

Often a company’s reaction to a disaster or major event is plagued by fragmentation due to numerous “silos” or departments who have a “piece” of the event management process. All of these different silos may not be aware of each other’s activities or responsibilities. There may not be a centralized process for coordinating the efforts. This can lead to a disjointed response, hampered communication, ineffective delivery and a slow recovery. The effective management of an event requires a well-thought out coordinated and integrated response. This workshop focuses on the necessary planning that must be done for a smooth transition from preparedness to response and finally recovery.

• Hazard analysis – match the planning to the risk
• Bringing together the silos – Emergency Response, Business Continuity, Disaster Response, Crisis Communications and Event Management
• Training and Exercises

Regina Phelps, CEM, RN, BSN, MPA is an internationally recognized expert in the field of emergency management and contingency planning. With more than 24 years of experience, she has provided consultation and speaking services to clients in four continents. She is founder of Emergency Management & Safety Solutions a consulting and training firm. Phelps’ niche includes crisis management team development, emergency operations center design and the development of emergency exercises for large global companies.

Workshop Session 4
Novice/Intermediate/Advanced

Workshop Session 5
Novice/Intermediate/Advanced

Ready, Set, Exercise! How to Develop and Conduct a Successful Crisis Plan Exercise

Steve Goldman
Goldman Mgmt. Consultants

Successful crisis management and disaster recovery takes more than a plan: it requires realistic testing and validation. How do you do that properly? Are your exercises smoke and mirrors or do they provide as-close-to-real situations as possible? How does your program compare? How can you improve? During this hands-on workshop, you will learn how to set up and conduct a successful crisis plan exercise. Students will master the aspects of effective exercise preparation and execution, including:

• The scenario team
• Scope and Objectives
• Extent of play
• Scheduling and coordination
• Resources and props
• Scenario ideas
• Critiques
• Imagination, creativity, and leadership
• Goldman’s acclaimed Exercise Planning Checklist

You will learn how to avoid common pitfalls during the development process and how to anticipate and resolve potential problems that could occur. Exercise evaluation and critiquing methods will also be discussed. With his lively style and real-life examples, Goldman will lead the class through interactive discussions of successful exercise development techniques.

Steve Goldman is a leading crisis management, business continuity, and crisis communications consultant. He has more than 25 years experience in all aspects of crisis management, including BCP program management, plan development, crisis communications, training, exercises, and audits.

Workshop Session 6
Advanced