Sunday Workshop Session 1
Novice

BCP–101

Ed Devlin, CBCP
ES Devlin & Assc.

Norm Harris, CBCP
Norman L. Harris & Assc.

Session limited to 100 participants

This must-attend workshop has been developed to provide practitioners with the basics of business continuity planning. It is taught by two industry pioneers and is designed to set the stage for attendees to better understand the lessons they will learn during the DRJ conference. This session will explain the changes in the scope of the planning required by the many incidents that have occurred during the last 30 years. It will review what is expected of the disaster recovery/business continuity planner in today’s fast pace, ever changing, business world we all live in. You will be exposed to questionnaires and plan development documentation requirements that every DR/BCP needs in order to do their job. The information you will receive during this session will save you time and help guide you through your own plan development cycle.

Ed Devlin, CBCP, is a consultant, author, instructor and speaker in the field of business continuity. Devlin is a member of the Executive Council of the Disaster Recovery Journal and a member of the Advisory Board of the National Association of Contingency Planners.
Norm Harris, CBCP, Certified Recovery Planner, chairman, president and CEO of Norman L. Harris & Assc., is recognized as a leader in information technology management and disaster recovery.

Sunday Workshop Session 2
Novice/Intermediate

How To Create and Test A Technical Recovery Plan With the Business Owners

Joanna Brister, CFCP
Kindred Healthcare

Learn how to effectively create a technical recovery plan that meets the business requirement. It is often difficult when first exposed to the formal methodology of recovery planning to find a good template that can be a guide.
In this session, the presenter will share a tested template and some of the lessons experienced while implementing the template. This template is currently being used at Kindred for the IT recovery planning.
Learn how to get the technical teams and the business owners to work together to create a solid plan. Discussion will also include how to test the plan. The presenter will outline experiences with testing and discuss some of the issues as well as solutions that have worked.

Joanna Brister has 21 years in the information technology field with experience in business continuity planning, disaster recovery planning, worked with both SunGard and IBM Recovery Services, Brister performed recovery planning for EDS, Papa John’s International, the city of Louisville, and Kindred Healthcare. She performed work as a certified Internal ISO Auditor for EDS in the early 90s. She is experienced with storage management and implemented several enterprise TSM - storage management recovery systems. She is currently certified in business continuity (CFCP) and ITIL.

Sunday Workshop Session 3
Novice/Intermediate/Advanced

Start with the Basics – An Emergency Management Primer

Regina Phelps
EMSS

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
• 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’s niche includes crisis management team development, emergency operations center design and the development of emergency exercises for large global company’s.

Sunday Workshop Session 4
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.

Sunday Workshop Session 5
Novice/Intermediate/Advanced

Incident Management Plan Assessment

Deidrich Towne, CBCP
NationalGrid USA

Peter Laz, CBCP
Forsythe

In this highly interactive workshop you will learn to use the BCP Audit checklist and the Incident Management Plan Maturity Model developed by PPBI from recognized standards and industry best practices. Returning to a workshop format for this venue PPBI has condensed the one and one-half day course to share the effectiveness this process can have on your plans. Exposure to the practical experience of the instructors in addition to recognized industry standards in measuring the maturity of your plans benefits both the public and private sectors. You will use the checklist to assess your capability to assemble, coordinate, collect and channel the resources required for critical incident management. The tools are free, the simulation authentic and the class is practical, useful immediately and fun!

Deidrich Towne, CBCP, is a senior technical analyst in Information Technology for National Grid. He serves as Chairman of the Board for Private and Public Businesses, Inc.
Peter Laz, CBCP, is a business continuity consultant with Forsythe. He has 23 years experience in IT and 18 years experience in disaster
recovery, business resumption and incident management. He is also a member of the DRJ Editorial Advisory Board, a Board of Director of PPBI and Membership Director of NY Capital Region Chapter of ACP.

Sunday Workshop Session 6
Novice/Intermediate/Advanced

Mock Disaster

Sponsored by

Enrollment is limited to 200 participants.

Recent high profile disruptions have underscored the need to improve communications during a disaster at all levels of an organization.
Join us to participate in a test of an organization’s communications capability by using the latest best practices in exercise simulation. During this session, every attendee will be assigned to a response or recovery team responsible for completing specific tasks from the plan. Each team will be responsible for communication with other teams and the emergency operations center, as well as making critical recovery decisions.
For this exercise, you will become an employee of a fictitious company, Anytown Publishing, as it responds to a major disaster. In order to minimize impacts and manage critical functions, all response and recovery teams in the company will have to work together very closely, being careful to avoid confusion and duplication of effort.
The event will challenge your thinking regardless of your experience level, and the critique that follows it will help you document ideas to apply to your program at home. This exercise was developed by a team of certified consultants, and it is based on best practices for disaster simulation in use by some of the most mature programs in the country.
Disaster Survival Planning Network, a network of certified business continuity consultants, has helped many companies develop and test their enterprise-wide plans since 1988. For more than two decades, they have been frequently recognized for their innovative and comprehensive designs.