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Summer Journal

Volume 27, Issue 3

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Sunday Workshops - March 29 - 1:30 pm - 4:30 pm

Sessions are rated: novice for those in the industry less than two years; intermediate for those in the industry for two to five years; and advanced for those in the industry for more than five years.

Sunday Workshop Session 1

Incident Management Plan Assessment

Novice/Intermediate/Advanced
Peter Laz, MBCP / Deidrich Towne, CBCP / David Ziev, MBCP

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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, immediately useful, and fun!

Peter Laz, MBCP, is a senior business continuity consultant with Forsythe Solutions Group and has more than 20 years experience designing and implementing business continuity, disaster recovery and incident management programs.

Deidrich E. Towne, Jr. CBCP is senior technical consultant for Forsythe Solutions Group. He has more than 35 years experience in Information Technology.

David Ziev, MBCP, MBCI is the principal of Business Continuity Professionals. He has 20 years of experience developing and implementing business continuity and technology disaster recovery programs for organizations of all sizes.

Sunday Workshop Session 2

Business Impact Analysis Beginning to End

Novice/Intermediate/Advanced
Barney Pelant, MBCP

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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?
  • Why?

This workshop will be interactive, so bring your questions and come share your experiences! This speaker will also present a detailed workshop on Tuesday.

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.

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.

Sunday Workshop Session 3

Preparing Your Community for a Pandemic: A Grassroots Approach

Novice/Intermediate/Advanced
Harlan Dolgin / Brandon Dempsey

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A pandemic is coming….all the experts agree. Are you working hard to prepare your company, but struggling with how your community will respond? When the pandemic hits, your community’s response will alter your business response - is your business ready? If you could learn how to plan a community response, would that help your business response? The first part of the workshop will educate you about what a pandemic is, highlight the issues and challenges that companies and communities will face during the next pandemic, and give some common sense approaches to advancing an agenda of pandemic preparedness, both in your company and in your community.

The second part will deal in-depth with company-related issues such as work from home, HR issues, legal issues, social distancing, and other pandemic-related topics. For communities, the session will identify working partners that also want to prepare for a pandemic and strategies for gathering those partners together to become active in preparing the community for a pandemic. You will leave this workshop with concrete tools, diagnostics, and action plans that will help you to prepare for a pandemic in your company and your community.

Harlan Dolgin has been the Americas IT Service Continuity Manager for the Technology Operations Department at Thomson Reuters since July 2004. Dolgin has served as co-chair of PandemicPrep.Org since summer of 2006.

Brandon Dempsey’s professional background is in telecommuting and remote work options, direct sales, marketing, and advertising. He founded SuiteCommute, a firm dedicated to helping other companies succeed with telecommuting and remote work.

Sunday Workshop Session 4

Supply Chain Risks: Selling the BIA through Economic Analysis

Intermediate/Advanced
Barry Pruitt / Lehr McKnenzie

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This course is a prerequisite for the Tuesday Workshop 4: BIA Case Study Course.

This course will assist the participant in understanding how to develop a business case and cost/benefit analysis, centered on supply chain risks, using proved economic analysis methodologies. The end result is a report that enables quantifying the cost and benefits of the BIA in a language that speaks to those in the organization that are responsible for funding the project, the language of finance.

This allows the BC professional to approach the CFO and CEO on a level playing field. Upon completion of this course, the participant will have the theoretical knowledge necessary to add a key tool to her tool box to win the financial and business support necessary to complete a successful BIA and BCP.

When followed by the Tuesday Workshop 4:BIA Supply Chain Risks: An Economic Loss Valuation BIA Case Study course, the practitioner will have both the theoretical and practical knowledge to supplement the BIA information previously developed with the associated financial impact.

Barry Pruitt is president of Pinnacle Business Concepts Inc, an organization specializing in comprehensive business continuity planning. Pruitt suffered workplace violence in 1987, has more than 22 years experience managing major projects, teaches at USC School of Business, and has experienced a major business interruption.

Lehr McKenzie is partner with Pinnacle Business Concepts, Inc. He has more than 30 years cross-industry experience in financial leadership, risk management, strategy formulation, and executive coaching & development experience.

Sunday Workshop Session 5

BCP Efficiency Techniques

Novice/Intermediate
Geoffrey Wold / Jacalyn Ragan, CBCP

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In the current environment with tight budgets, BCP planners (similar to other staff) need to do more with less. It is important for BCP planners to be both efficient and effective in developing and maintaining the business continuity plans for their organization. The BCP stakeholders that are critical to the BCP process have more duties and responsibilities than ever before. Accordingly, it is also important for the BCP planner to use their time efficiently. This session will focus on the approaches and methodologies for streamlining the BCP process and presents several efficiency methods and techniques that will help save time and effort through all phases of the BCP process. Topics will include using:

  • An enterprise risk based approach to determining the scope of the BCP
  • Pre-formatted BCP data gathering forms
  • Standardized format for the BCP procedures and documentation
  • Writing techniques that reduce maintenance
  • Single step data gathering vs. multiple steps
  • Performing test exercises efficiently
  • BCP software efficiencies

Geoff Wold, CPA, CMA, CSP, CCP, CISA, CMC, CITP, CFSA, CIRM, is a partner and a managing director at LBL Technology Partners. Previously, Wold was a Partner at RSM McGladrey with national responsibilities for their IT Assurance and BCP consulting products and services. He specializes in emergency management, continuity planning, and IT security.

Jacalyn L. Ragan, CBCP, CISA, CISM is a director with LBL Technology Partners. She specializes in risk assessments, business impact analysis, recovery strategies, continuity planning, and security evaluations. She has performed several continuity planning engagements for all types of organizations.

Sunday Workshop Session 6

The Disaster Experience - Sponsored By Attainium

Novice/Intermediate/Advanced
Bob Mellinger

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Session Limited to 200 Participants

Chances are that while you read this, an unexpected natural disaster is causing an organization stress and confusion and is affecting its long-term ability to provide products and services to its customers. Are the organization’s leaders prepared to handle it? Will they be able to recover?

More and more organizations are being affected by natural disasters each year - hurricanes, floods, tornados, earthquakes, landslides, wildfires, etc. Forces beyond your control can impact even the most carefully planned response and recovery effort. How prepared are you to deal with Mother Nature’s wrath?

This mock disaster simulation is designed to put you in the throes of a natural disaster situation, as it unfolds. You will make the critical decisions any organization will have to make - and deal with the consequences of those decisions! After you've finished, you'll understand the importance of planning in advance for a disaster or other business disruption.

Session participants will:

  • Understand how business continuity planning & risk management can impact the quality of response and recovery;
  • Experience a “simulation” methodology for conducting tabletop exercises;
  • Share personal experiences regarding business continuity challenges;
  • Discuss lessons learned from previously experienced disasters and future disruptive scenarios.

Bob Mellinger is the founder and president of Attainium Corp, which he launched to deliver business continuity planning & management services. Bob is a frequent speaker on the topics of business continuity, contingency planning, emergency preparedness and crisis management, delivering sessions ranging from The Basics of Continuity Planning to the Impact of Today’s Threats and Hazards, as well as customized, interactive mock-disaster tabletop exercises known as the Disaster Experience.