Spring World 2015

Conference & Exhibit

Attend The #1 BC/DR Event!

Summer Journal

Volume 27, Issue 3

Full Contents Now Available!

Tuesday Workshops - March 31 - 3:00pm - 5:30pm

Workshop Session 1

Information Sharing Part 2 - Forum on Current Trends and Practices in the BCP Industry

Novice/Intermediate/Advanced
Randall Till, CBCP

till1.jpgReturn to the second part of the session, when industry experts relate their knowledge and experience in functional areas associated with business continuity, emergency management and risk management functions. Current topics impacting the business continuity industry will be addressed, along with future issues related to effectively managing operational risks. This dynamic session will provide interactive dialog and information exchange related to the most current and pressing issues that face the industry today. This group of distinguished industry experts will offer their insights and experience related to current activities and future trends in the industry.

In this second half of the track, we will shift the focus towards specific topics that will be covered with more detailed analysis and discussion by the industry experts. Each participant will focus on their areas of expertise to provide insights and updates on current activities. An active dialog session will follow with industry participants leading the conversation along with questions from the audience.

This half-day track will provide an interactive setting to share information and create a valuable learning experience for DRJ conference attendees.

This session will be presented by industry experts.Moderator will be Randall Till.

Randall Till, CBCP, has more than 20 years implementing business continuity plans and practices within large organizations and has work to develop a “Best in Class” approach for developing a comprehensive business continuity program.

Workshop Session 2

Do Comprehensive Healthcare Business Continuity Planning: Let’s Get Down To The Nitty-Gritty

Novice/Intermediate/Advanced
Stuart Weiss, CBCP / Angela Devlen

weiss-dev.jpgThis hands-on intensive workshop will build on the concepts presented at the previous breakout session (ES-4). In this workshop, we will get down into the details of actually creating a comprehensive BC plan. We will cover:

  • How to do a risk assessment (HVA) and develop action plans to mitigate risk and then monitor progress
  • How to do a business impact analysis (BIA) in healthcare : How to capture data, how to report the data, what questions need to be asked, what pitfall and landmines to avoid.
  • The Healthcare Generally Accepted Practices (Healthcare GAP) for business continuity planning
  • How to integrate healthcare quality and safety, risk management and your BC program
  • How to tie everything together into a nice neat package for your executives

This workshop will focus on tried and true best practices. You will walk away with tools and actual documents you can use in your facility. Come prepared to immerse yourself in this topic. Join us and learn from leaders in the healthcare industry.

Dr. Stuart Weiss, FACEP, CBCP, CEO of MedPrep Consulting Group LLC, has provided BC and disaster preparedness guidance and assistance for more than 15 years.

Angela Devlen is the director of emergency management at Caritas Christi Healthcare in Boston and a founding board member of the Business Continuity Planning Workgroup for Healthcare Organizations

Other faculty as available will be added to this interactive comprehensive workshop.

Workshop Session 3

Planning for the Unthinkable: Workplace Violence

Intermediate/Advanced
Regina Phelps

regina-17rt.jpgWhat does your company do about workplace violence? Nothing you say? Consider this…for the past 10 years, assaults and violent acts have been the second leading cause of workplace fatalities nationwide. Murder is the number one cause of death for women at work; it is number two for men. Two occupational groups- sales and protective service occupations- together account for almost half of the murders! Do you have a workplace violence policy? What can you do to protect yourself and your employees?

  • Who is the typical perpetrator?
  • OSHA guidelines
  • National statistics
  • What are the warning signs and signals?
  • Develop a Company Threat Response Team
  • Employee terminations
  • Employee selection
  • Dealing with angry and difficult people
  • Scenarios and case studies

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, Wyeth, Roche and Wells Fargo.

Workshop Session 4

BIA Supply Chain Risks: An Economic Loss Valuation BIA Case Study

Intermediate/Advanced
Barry Pruitt / Lehr McKenzie

pruitt-mck.jpgPrerequisite for this course is Sunday Workshop Session 4: Supply Chain Risks: Selling the BIA through Economic Analysis.

This session takes the logic and methodologies presented in the Sunday Workshop Session Supply Chain Risks: Selling the BIA Through Economic Analysis and provides a venue for applying that logic and those methodologies in a “practice field” environment. Participants will complete a business case based on supply chain risk as part of business continuity planning and cost/benefit analysis for the case study provided. The final product of the course will be a completed “income statement” and a “statement of cost/benefit”. Each participant will have “hands on” experience using the economic analysis methodologies and have another tool in their BIA tool box for gaining the financial and business support necessary for a successful BIA and BCP.

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 and development experience.

Workshop Session 5

Developing the Recovery Strategy: The Next Step

Novice/Intermediate/Advanced
Barney Pelant, MBCP

pelant.jpgOnce 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, LLC. 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.

Workshop Session 6

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

Novice/Intermediate/Advanced
Steve Goldman

goldman-steve-2007.jpgSuccessful 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.