Mock Sponsors

Tuesday Workshop Sessions
Tuesday, March 27 - 3:00 p.m. - 5:30 p.m.

Workshop Session 1
Advanced

Resiliency Workshop

Charles Wallen, FSTC

The term “resiliency” is an increasingly common component of BC, DR and risk management jargon. While we have moved to this new more expansive term, the actual practices used remain largely undefined, disjointed and inefficient. Recognizing the need for better risk management methodologies and a clear specification for resiliency, FSTC has been working with Carnegie Mellon’s Software Engineering Institute to develop a resiliency model (RM).
This workshop will provide an overview of the RM and the emerging management discipline of “resiliency engineering”. The discussion will focus on the use of the model to determine where one’s organization is and where it needs to be in managing operational risk effectively.
There will be a hands-on exercise that will allow participants to not only experience the use of the Resiliency Model, but will provide a simulation of the process used to measure an organization’s resiliency capability. Participants will gain an appreciation of the power of taking a resiliency engineering approach to managing operational risk to drive down cost and consistently improve efficiency.

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

Pandemic Influenza
Tabletop Exercise

Barbara Citarella, RBC Ltd.

Eugene Lucchese, NY State Dept. of Health

This workshop will be a pandemic influenza tabletop exercise with the purpose being to stimulate discussion, critical thinking and quick decision-making abilities.
Participants will have the opportunity to use slow paced problem solving methods to identify gaps in training and education.
They will also have the opportunity to increase their awareness concerning the large-scale impact of a pandemic.
Attendees will discuss the requirements for long-term business sustainability. Participants will be broken into work groups and given very specific challenges.
At the end each group will give a brief description of their solutions and decisions.

Barbara B. Citarella is president of RBC Limited, an award winning healthcare and management consultant organization that specializes in disaster planning. Citarella was the co-chair of the National Association for Home and Hospice Care’s Hurricane Katrina Taskforce. She is a currently assisting 13 state health departments with all hazards planning and pandemic flu education.

Eugene F. Lucchese is a drill coordinator for the New York State Department of Health, Health Systems Emergency Preparedness. He returned recently from a tour in Iraq where he was a Navy medic with the United States Marines. Lucchese in his role with the state is responsible for conducting tabletop exercises throughout the state as well as responding and coordinating disaster response through out the state.

Workshop Session 3
Novice/Intermediate/Advanced

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

Steven 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/BCP/DRP exercise. Students will master the aspects of effective exercise preparation and execution, including:

 Types of drills and exercises
 Elements of a successful exercise
 Scope, objectives, and extent of play
 Scheduling and coordination
 The scenario team
 Scenario ideas
 Resources and props
 How to conduct, evaluate, and critique
 Imagination, creativity, and leadership
 Goldman’s highly acclaimed Exercise Planning Checklist.

You will learn how to avoid common pitfalls during the development process and how to anticipate and resolve potential problems. Exercise conduct, evaluation and critiquing strategies will be discussed.

Steve Goldman has developed, conducted, and evaluated drills and exercises ranging from two-hour tabletops to massive three-day exercises involving hundreds of responders from dozens of companies and government agencies.

Workshop Session 4
Intermediate/Advanced

There’s A New Sheriff In Town: The Convergence of BC/DR and Corporate Security!

Tim Mathews, ETS

Since 9/11, the demarcation between corporate security and BC/DR has blurred. External and global events and considerations are driving a security-centered agenda. This presentation will cover the actual experience of putting it all together at a large, international organization. From the onset of an event, through triage and to the point of declaration, the functions of risk management, business continuity, disaster recovery, emergency management, corporate security and vital/records management and retention all have significant and complimentary roles to play.
This workshop will explore the benefits and challenges of integrating a “protect and prevent” mindset into a “plan and recover” culture. Also discussed will be the period of time from “business-as-usual” to “declaration of disaster” and the organizational and tactical implications of a measured response capability. The classification, definition, communication, teams, processes, ownership, procedures and technology enablement will be covered as well and the organizational challenges and synergies of alignment with corporate security, business continuity and disaster recovery activities.

Tim Mathews, director of enterprise resiliency for Educational Testing Services, is responsible for corporate BC/DR, emergency management, records management/retention program, security, safety and environmental management. He has more than 24 years of leadership experience in the technology industry and 13 years consulting with Fortune 1000 clients.

Workshop Session 5
Intermediate/Advanced

Starting from Scratch or Auditing for Performance: Benchmarking Your EM Program

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, BC, DR, Crisis Communications and Event Management
• Training and Exercises

Regina Phelps, CEM, RN, BSN, MPA 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 6
Intermediate/Advanced

Developing the Recovery Strategy: The Next Step

Barney Pelant, MBCP, Barney F. Pelant & Assoc.

Once the business impact analysis (BIA) has been completed, the next logical step in the development of a business continuity program is the formation of the business recovery strategy. The results of this effort provide us the infrastructure for carrying out the successful recovery of the organization in case of a disastrous event or business interruption. This infrastructure is also the foundation for the procedures that we develop next, a.k.a. our business recovery plan. This session is a former breakout session that has been expanded by popular request to a workshop. During the workshop we will examine a proven methodology for taking the findings of the BIA and developing successful strategies. Learn important and logical steps to take when structuring the business recovery strategy. You’ll take home answers and solutions that you can implement immediately.

Barney Pelant is owner and director of Barney F. Pelant & Associates. His professional background includes more than 30 years focusing on business continuity planning, disaster prevention and recovery. Pelant’s technical experience ranges from the design and development of domestic and international business centers, to the development of contingency plans to ensure their ongoing viability. His consulting experience includes roles as consultant and director of contingency services (consulting services) for SunGard Recovery Services, and senior manager - business continuity planning for Ernst & Young.

The best value. Years of experience. Set Your Course to the industry’s largest conference dedicated to business continuity.