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Breakout Session 1
Monday, March 26 - 1:30 - 2:30 p.m.

Sessions in each breakout track run concurrently.
Choose one session from each track.

Strategic Session 1
Intermediate/Advanced

BC/DR Planning For the Customer Service Contact Center Environment

John Liuzzi, IRS

This presentation will provide a comprehensive discussion of how to develop an effective business continuity/disaster recovery strategy for the customer service contact center environment. Discussion will include the issues, risks and challenges a contact center operation must consider when building business continuity/disaster recovery plans to ensure continuity of operations as well as protection of vital business assets including technology, process and people.
John Liuzzi is currently director, Computer Security Incident Response Center and IT/DR for the IRS. He is a senior executive with more than 23 years experience in the design, engineering and management of state-of-the-art contact centers.

Managerial Session 1
Novice/Intermediate/Advanced

Preparing for Human Continuity Is More Than Just Psychological First Aid

Jeanette Sutton, Nat'l Hazards Center

As preparedness experts for hazards and disasters look back on the 2005 hurricane season and consider the potential implications of a pandemic, we have a greater awareness of the human aspect of business continuity preparedness. Some experts have encouraged a focus on psychological first aid as a way to ensure business and human recovery from traumatic events. In this session, we will examine a series of disaster events, focusing on the social fall out as it affects human continuity in the workplace. We will reflect on the implications for various cultural groups within the global work environment, consider how future disasters may prompt social support activities for vulnerable populations in the workplace, and develop a set of recommendations for best practices.
Dr. Jeannette Sutton is a research associate at the Natural Hazards Center at the University of Colorado at Boulder. Her research focuses on preparedness for and response to disasters within businesses, communities, and households, sociobehavioral aspects of real-time warning systems, risk communication, and social vulnerability.

Technical Session 1
Novice/Intermediate/Advanced

Disaster Recovery Mainframe Testing at Aetna: A Case Study

Rick Farrick, CBCP, Aetna Insurance Co.

Learn how an automated simulation process was developed at Aetna to expand D/R mainframe testing to allow more mainframe batch applications to be tested in a DR exercise – without requiring additional staff to support this effort. This presentation takes a look at the process of ‘Connecting the Dots’, as well as, digging into the details of the how the process was structured. The results of this process can be kept for further analysis down to an individual application level (trending).
Rick Farrick is a senior disaster recovery coordinator with the Aetna Insurance Company in Hartford, Connecticut. Farrick has more than 25 years of experience in the data processing industry.

Emergency Response Session 1
Novice/Intermediate/Advanced

Insurance Aspects of Business Continuity Planning

James Olsen, Georgia State University

Many people are acquainted with the basics of business continuity planning, but few have a good understanding of the insurance coverage that needs to be in place if a disaster should strike. For a lot of business owners, the very survival of the entity will depend on whether or not they were insured adequately. Join us for a briefing on the insurance requirements for an effective disaster recovery program. Learn about time element coverage’s such as business income and interruption insurance; use and occupancy; extra expense coverage; calculating maximum loss scenarios; loss notification issues; duties of policy holders; valuable papers and records issues and a host of other insurance concepts that affect the claim recovery process. The session concludes with an executive summary of the Terrorism Risk Insurance Act (TRIA).
Jim Olsen has worked in the fields of safety, risk management and environmental affairs for more than 25 years. He is a Registered Environmental Manager (REM), holds several FEMA trainer certifications and recently completed the Department of Homeland Security’s Master Exercise Practitioner Program (MEP).

Advanced Session 1
Advanced

The TCO of Business Resiliency:
A Framework and Methodology

Zachary Jasnoff, PRICE Systems

David Cass, JP MorganChase & Co.

Presently there is no uniform way of calculating TCO for business resiliency. This presentation proposes and demonstrates a TCO optimization model and methodology consistent with best practices put forward in COBIT, Basel II and most recently the VAL-IT framework. Models are needed that can rapidly generate optimal solutions based on defined performance parameters. Explore the frameworks of COBIT, Basel II and VAL-IT in relation to optimizing TCO. There will be a demonstration of modeling techniques via a case study.
Zachary Jasnoff is director of development projects, PRICE Systems, LLC., headquartered in Mt. Laurel, New Jersey,
David Cass is vice president, GTI Risk and Resiliency for JP Morgan Chase & Co.

Information Session 1
Novice/Intermediate/Advanced

IT Continuity Of Operations: What Is It, What Does It Do, And How Does It Add Value To The Enterprise?

Kevin Haslag, FBI

Dan Hill, SRA Int'l. Inc.

What are your recovery capabilities in relation to the functional requirements of the enterprise? What are the gaps between recovery capabilities and requirements? How do you sort out options, and develop a “go forward” recovery strategy? How do you move from an expensive and complex server recovery model, to an enterprise recovery services model? This session will “open the book” on IT COOP – what it is and how it works. It will also provide a roadmap for moving into enterprise recovery services.
Kevin Haslag is the IT COOP program manager in the FBI’s Office of the CIO. He has had a long career in the FBI IT organization, and has been leading the IT COOP program since its beginning.
Dan Hill is a principal in SRA International’s Information Assurance and Privacy practice. He is a member of the Board of Directors of the National Capital Area Chapter of ISACA.

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