Important Information: Tuesday Workshops are scheduled for 3:00 p.m. - 5:30 p.m.
Workshop Session 1
Randall Till, CBCP, MasterCard Worldwide
BC Challenges and Opportunities for Partnerships – Information Sharing Forum For Financial Services Part II
During this second part of the session Randy Till will continue to guide the information sharing and strategic dialog started during the prior session. The initial focus of this session will look at business continuity from a global perspective. The session will review trends, regulations and challenges facing organizations as they address business continuity and resiliency practices in other parts of the globe. Business continuity experts from other countries, such as UK, Australia and the Asia Pacific along with global organizations will share their experiences and lessons learned as they have implemented successful business continuity programs. Once again, business continuity experts from financial institutions will serve direct questions and generate dialog with the members of this international panel. The track will conclude with a roundtable discussion to address the latest and most important issues facing the business continuity in today’s changing business climate. Participating members from the government, international organizations and financial institutions will come together for a final roundtable discussion and information sharing session. Topics will be prepared and members of the audience will be requested to participate in an open dialog that will dive into specific topics of interest.
Panel members will include representatives from top U.S. financial institutes.
Randall Till, CBCP, has more than 20 years of experience in all aspects of business continuity planning and is a recognized speaker and teacher in the business continuity field. Till serves on the DRJ Executive Council and is the financial Co-chair for the Business Continuity Standing Committee for the Financial Services Technology Consortium (FSTC).
Workshop Session 2
Barbara Citarella, RBC Ltd.
Tabletop Exercise: Special Needs Employees
The Department of Homeland Security has redefined special needs population in relationship to disaster preparedness. Now that the definition has been expanded it is even more crucial for business continuity planners to have a clear understanding of how best to serve those special needs employees and to develop appropriate policies and processes. There are many federal documents besides the National Response Framework that impact BCP for special needs employees. This workshop will include some of those documents such as HIPAA and ADA. This intense (but fun) exercise will provide a scenario for continuity planners to rise to the challenge and incorporate their skills in solving difficult situations. Attendees will work together in teams to keep their business viable! Be prepared to work hard and think creatively.
Participants will be able to:
- State the new definition of special needs as it relates to preparedness
- Understand the complexity of planning for this population
- Identify policies and processes necessary to incorporate in business continuity plans.
Barbara Citarella is the founder of the award-winning company RBC Limited, a healthcare and management consulting business. In addition to consulting in all areas of health care, RBC Limited has worked extensively with law enforcement, government agencies and the private sector with regard to business recovery planning, protection of personnel assets, infrastructure protection, exercise observer, all hazards planning and the Incident Command System.
Workshop Session 3
Barney Pelant, MBCP, Barney F. Pelant & Assoc.
Business Impact Analysis Beginning to End
The Business Impact Analysis (BIA) project is the logical first step in the development of a business continuity program.
The project provides the business rationale for disaster recovery and business continuity planning.
A BIA can help an organization to learn their current capability to recover from a disastrous event.
Also, the BIA can help validate that the plan in place is really meeting the organization’s business needs.
During this workshop we will examine the successful methods for achieving timely desired results.
We will cover asking the right questions to learn:
• What is most important?
This workshop will be interactive, so bring your questions and come share your experiences!
Barney Pelant, MBCP, 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.
He has held the certification of Master Business Continuity Professional (MBCP) from DRI International since 1997.
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.
Regina Phelps, EMSS
Starting from Scratch or Auditing for Performance: Benchmarking Your Emergency Management Program
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 incident management
• The Incident Management Team - ICS
• Training and Exercises
Regina Phelps niche includes crisis management team development, emergency operations center (EOC) design, and the development of emergency exercises for large global companies. She has provided extensive consultation to global companies preparing for the pandemic threat. A partial client list includes Visa, the World Bank, AEGON, Northern Trust, Triton, Liberty Mutual, Duke University, Stanford University, the California Institute of Technology and Wells Fargo.
Workshop Session 5
Generally Accepted Practices: Workshop Session
Session registration is limited to 200.
Designed for BC professionals with seven years minimum experience.
Would you like to contribute to the next phase of the DRJ’s Generally Accepted Business Continuity Practices document?
The original Generally Accepted Business Continuity Practices document is now being used worldwide by business continuity professionals as a leading source for “sound” Business Continuity practices.
This session will allow you to provide feedback on the original Generally Accepted Business Continuity Practices document and be a part of the migration into the second phase of this initiative which is to create Industry Vertical Generally Accepted Business Continuity Practices.
If you are an experienced professional in the financial and/or telecommunication sector we would value your input on the next phase of the Generally Accepted Business Continuity Practices document.
Contributors to the original Generally Accepted Business Continuity Practices document include practitioners from the public and private sectors as wells as partner organizations.
Join us as we migrate into Phase II of this ground-breaking initiative and gain the insights that will be shared during this session.
Be prepared to communicate your questions and/or answers in an interactive round table environment. Your expertise will be invaluable to this effort.
Members of the DRJ Editorial Advisory Board will facilitate this session.
Workshop Session 6
Steve Goldman, Goldman Mgmt. Consultants
Ready, Set, Exercise! How to Develop and Conduct a Successful BCP/DRP Exercise
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 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 and events you can use
• Resources and props
• How to conduct, evaluate, and critique
• Imagination, creativity, and leadership
• Steve’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. With his lively style and real-life examples, Goldman will lead the class through interactive discussions of successful exercise development.
Steve Goldman is a leading crisis management and BCP consultant and former global BCP manager for a Fortune 500 company.