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Tuesday Workshops

3:00 - 5:30 pm.

Workshop Session 1

How to Make Standards Work for You and How to Leverage Them as Governance and Assessment Tools

Novice/Intermediate/Advanced

Regina Phelps, EMSS

Kelly Williams, EMSS

How can you use standards to truly build a program? This workshop answers that question.

This workshop will examine ways to use business continuity standards as a general program development tool, as opposed to a “standards compliance” tool. We will explore two of the most commonly used standards (ISO 22031 and NFPA 1600) :

  • What standards don’t tell you about your program that you really need to know.

  • How standards can be leveraged within an environment where they are not mandated.

  • How to use standards to promote business continuity with your executives.

  • How to use standards effectively as an informal benchmark for overall program development.

This workshop is not intended to provide an in-depth analysis of specific provisions of either ISO 22301 or NFPA 1600, nor is it designed to prepare you to conduct an audit (or to be audited). Our goal is to take a step back and consider industry standards from the perspective of business continuity practitioners working in a non-regulated environment who are always looking for more and better ways to move their program forward.

Regina Phelps, CEM, RN, BSN, MPA, is founder of Emergency Management & Safety Solutions, a consulting and training firm.

Kelly David Williams, MBA JD, works as a senior consultant with Emergency Management and Safety Solutions. He works with clients in all aspects of developing and exercising comprehensive business continuity management systems.

Workshop Session 2

Business Continuity: Emergency Response to Recovery, One Company’s Experience

Novice/Intermediate

Joe Layman, Molina Healthcare

Ralph Davis, Molina Healthcare

Molina Healthcare, Inc.’s business continuity team will share their experiences and some take home tools for session participants on how they developed the business continuity program for one of the fastest growing companies in the country.

They will share the challenges of coordinating business continuity needs for five business lines in 16 states, describe how they implemented the use of NIMS Incident Command System and set up Incident Management Teams for all Molina business lines and locations.

Learn how you can transition from your emergency procedures into an incident management team using ICS to address life safety, business continuity and disaster recovery. Hear a simple after action report process to help you identify and track improvement in your business continuity plans

Participants will learn how to find resources in the public domain that can be customized to help develop and implement or improve your business continuity management process.

Participants can also learn to conduct a tabletop exercise that adds value to the business continuity planning process.

Joe Layman, MIS, CPCP, ITIL, CRISC, is the director, business continuity management for Molina Healthcare and oversees the business continuity team.

Ralph Davis is the business continuity program manager and provides guidance to the organization to develop incident management teams and use ICS to respond to incidents that disrupt business functions.

Workshop Session 3

Workplace/School Violence: 10 Steps to Reduce Your Risk

Novice/Intermediate/Advanced

David Smith, Prof Workplace Int.

Far too often, there is misunderstanding about what organizations can or should do to reduce and manage the risk of violence in the workplace.

The good news is that much can be done to reduce the risk. Research on workplace violence has shown that warning signs and detectable inappropriate behaviors usually precede acts of violence.

This workshop will prepare participants to recognize the basic danger signals, enabling them to provide intervention or seek assistance before problems escalate.

Participants will receive proven methods to combat the rising tide of workplace violence and proactive steps that can dramatically reduce the risk of litigation and future legal claims.

David A. Smith, founder of Professional Workplace Interaction, Inc., (PWI) is an author and highly experienced dynamic speaker.

Smith has extensive experience in executive management, field operations, product launch and financial management at the corporate and small business levels.

He has conducted extensive leadership, behavioral risk management, business continuity and disaster planning training for the insurance industry, corporations, private businesses, university personnel, and government agencies across the United States and Canada.

Smith currently serves as chairman of the non-profit Honor Flight San Diego and has served on the Board of Directors of various corporate, marketing and other charitable organizations.

Smith’s corporate experience and expertise has been combined with PWI’s professionals including backgrounds in psychology, psychiatry, legal, law enforcement and education to develop PWI training and consultative programs.

Workshop Session 4

Build an ISO 22301 Management System to Capture Executive Attention

Intermediate/Advanced

Brian Zawada, Avalution Consulting

Management systems concepts have been included in nearly every business continuity standard written in the last six years – including ISO 22301 – but remain relatively unknown in our profession. This workshop will introduce management systems processes and their unique benefit of forcing/enabling alignment with your executives’ and customers’ expectations.

Management systems processes include defining scope and objectives, engaging management and other interested parties, identifying business continuity obligations, documenting a policy, establishing personnel competencies, performing recurring internal audits and management reviews, managing corrective actions – and above all, continual improvement.

Workshop attendees will come away with an understanding of management systems principles and processes, as well as the value of management system standards. Each management system component and process will be introduced using examples and case study content, as well as specific, practical ways to implement these processes in any environment.

Brian Zawada, MBCI, MBCP, is the director of consulting for Avalution and the vice president and executive director of the USA Chapter of the Business Continuity Institute.

Over the past 18 years, Zawada has consulted with organizations of all sizes, in nearly all industries, to build business continuity programs that are credible, pragmatic, and long lasting.

Active in developing standards, and a strong proponent of using standards and management systems to improve organizational performance, Zawada serves as the Head of the United States delegation to Technical Committee 223, the group responsible for the development of ISO 22301.

Workshop Session 5

Ready, Set, Exercise! How to Develop and Conduct a Successful BCP/DRP Exercise

Intermediate/Advanced

Dr. Steve Goldman, Goldman Mgmt. Consult.

A DRJ attendee favorite and one of our longest running workshop! 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 development team

  • Scenario ideas and events you can use

  • 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.

Dr. Steve Goldman is a leading crisis management and BCP consultant and former global BCP manager for a Fortune 500 company. Over his long career Goldman has developed, conducted, and evaluated drills and exercises ranging from one-hour tabletops to massive three-day exercises involving hundreds of responders from dozens of companies and government agencies.

Workshop Session 6

Essentialism - Applying the Disciplined Pursuit of Less to BCM

Intermediate/Advanced

Michael Herrera, MHA Consulting

BCM programs are highly complex with many moving components that must be synchronized like a watch in order to ensure they will work seamlessly when needed.

With so many components to address along with limited resources and time, what essential components we should address?

This presentation will use the concept of Essentialism - The Disciplined Art of Pursuing Less to identify what is the minimum we need in place to have an effective BCM program that will recover the critical business activities of our organization.

So, bring an open mind and participate in a presentation designed to bring a state of mindfulness and focus on less is more in our BCM programs.

Michael Herrera is the CEO of MHA Consulting, a leading minority owned, business continuity planning and information technology consulting firm servicing today’s leading private and public sector organizations.

He has 20 plus years experience in information technology and business continuity planning encompassing the biotech, consumer, education, financial, government, healthcare, hi-tech, insurance, manufacturing, retail and public utility industries.

These interactive sessions allow attendees to explore topics in-depth. Choose one session on the registration page. Sessions are rated according to experience levels.