Sunday Workshop Session 1

Birds of a Feather: Business Continuity Roundtable Discussions


Robbie Atabaigi, KPMG LLP

DRJ Logo BCI Certified

Join this session to participate in a conversation with other conference attendees about key topics and areas of interest. This forum allows participants to explore solutions, address concerns, ask pressing questions, and discuss BC planning activities. This is a great opportunity to build relationships with other planners in similar situations.

The Birds of a Feather workshop provides a structured approach with experienced BC professionals facilitating each table. This format provides the flexibility to explore specific areas of interest or pressing issues.

Potential Topics:

    • Recent Events – Planning and Response

    • Crisis Management Planning

    • BC/DR Planning

    • Risk Assessment and BIA

    • BC Governance and Commitment

    • BCM Exercises and Testing

    • Supply Chain Management

    • Other Topics Selected by Participants


Robbie Atabaigi, MBCI, CISA , ITIL Foundation – KPMG LLP
Industry Roundtable Facilitators:
Barney Pelant – Barney F. Pelant & Associates
Frank Lady, MBCI, CISSP, CRISC, PMP, ITIL – Bank of America
Lisa Smallwood, MBCI, CBCLA, ITIL – HP
Lamar Poppell, MBCI, PMP, Six Sigma – Jack Henry & Associates


Sunday Workshop Session 2

This Time the Threat is Different


Ken Schroeder, PPBI
Deidrich E. Towne, Jr, Hewlett Packard
David Ziev, PPBI

Ken Schroeder Deidrich E. Towne, Jr David Ziev BCI Certified

This workshop focuses on the new reality of terrorism threats to public and private entities, and personal safety. Discover the differences between the conventional view of terrorism, and how the threat has evolved.

PPBI’s popular scenario driven workshop will have attendees working in teams to put skills learned throughout the workshop to use in evaluating threats, controlling escalation, and developing responses. Attendees will be using generally accepted incident command system tools and techniques to evaluate and manage the threats throughout the workshop.


      • The purpose of terrorism

      • Targets of opportunity versus highly visible, recognized targets

      • Homegrown versus foreign terror

      • Events that signal escalating

Understanding the threat is one thing, but establishing mitigations, realizing the evolution, and escalating activities in a deliberate and controlled manner will help organizations effectively respond. Exposure to the practical experience of the facilitators in addition to recognized industry standards benefits both the public and private sectors. You’ll be utilizing the ICS 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.


About Ken Schroeder:
Ken Schroeder, PPBI.

About Deidrich E. Towne, Jr:
Deidrich E. Towne, Jr., MBCI is senior technical consultant for Hewlett Packard.

About David Ziev:
David Ziev, MBCI, ITILv3 is the PPBI training director.


Sunday Workshop Session 3

People Not Paper: Resiliency Begins with Training


Phil Lambert, Ripcord

 Phil Lambert, Ripcord BCI Certified

The traditional focus and outcome of BC/DR planning is documentation. But if you want your planning activities to actually work when needed, the focus should be on the ability of your people. The crucial component of a well-prepared organization is that the people within understand the why, what, and how they contribute to recovery.

Topics that will be covered during the workshop:

      • Regulations and Standards

      • Training Program Strategy

      • Adult Learning Principles

      • Types of Training

      • How to Develop Engaging Content

      • Training Objectives

      • Design and Distribution

      • Training Templates

In addition, we’ll be discussing how to really build the muscle memory needed for your organization to respond to an event. Learn how to utilize experiential training (i.e. Exercises), maximize the learning experience, and (most importantly) measure the results.

Join us in this hands-on workshop and be armed with a well-organized approach to the diversity of training types and delivery models for an effective training strategy. This won’t be another boring lecture, but you’ll walk away with an actual strategy and templates that you can use within your program.


About Phil Lambert
Phil Lambert, MBCI, is the president and founder of Ripcord. He has more than twenty years of experience with management positions at two Fortune 500 companies. Lambert excels at bridging silos within organizations by engaging team leaders to develop an enterprise-wide “continuity culture” that strengthens and conditions organizations to rapidly respond to changing conditions. Lambert is a well-regarded advocate and thought-leader in the disaster planning community.


Sunday Workshop Session 4

Something happened! Where in the Plan Am I?”


Dr. Steve Goldman, Goldman Mgmt. Consulting

Steve Goldman

BOOM! Something bad happens to your organization. The designated Emergency Response, Business Continuity, and/or Disaster Recovery Coordinator must assess the situation, classify the emergency, and activate the response organization. Fact: Some organizations have an emergency classification system that is essentially crisis/no crisis; other organizations have classification systems for up to seven levels of emergency. What should your plan have? What do other companies do? This hands–on session helps you set up a simple yet powerful custom emergency classification tool for your BC/DR plans. Take–aways include a custom crisis classification tool which you can start building in class and an activation/response flow chart to show management how well it all works.


About Dr. Steve Goldman
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 Dr. 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.


Sunday Workshop Session 5

Soup to Nuts – All About Data Breaches and Law, Insurance, BCP!


Donald Long, Donegal Mutual Insurance
Matt Meade, Buchanan Ingersoll Rooney

Donald Long Matt Meade BCI Certified

Today a data broach incident is just as likely to occur as any interpretation and have as much impact on your organization as a typical facility incident. Brand reputation is highly valuable and more critical to maintain.

Join this companionship case study as they navigate their way through developing a data breach plan to formal desk top exercises. This workshop will provide detailed steps and examples. If you do not have or not yet considered a data breach plan, this is the session for you. If you do have a data breach plan, come and compare your information.

The information packed session will cover:

      • Data breach background – brief

      • Opportunity at your company for data breach – how many PII, PHI, PCI, etc. records

      • What does the law / regulators say about data breach?

      • Cyber Insurance Policy – application information, comparison, policy contents and specific points to be aware of, and how to execute

      • Best practices for data breach crisis management team plans


About Donald Long
Donald Long, MBCI, CISA, is the manager ofbusiness continuity planning, internal audit for Donegal Mutual Insurance with more than 30 years experience.

About Matt Meade
Matt Meade is the co-chair cybersecurity and data protection group at Buchanan Ingersoll Rooney.


Sunday Workshop Session 6

The Disaster Experience


Bob Mellinger, Attainium

Bob Mellinger Attainium

The better you get at preparing for and mitigating disasters, the more creative these disruptions become. How prepared are you for future disasters versus those you’ve already experienced – natural disasters, infrastructure failure, workplace violence, cyber–attacks, and more? By definition, a disaster is a sudden event, such as an accident or a natural catastrophe that causes great damage or loss of life.

Join Attainium for the latest in mock disaster role–play simulations delivered as a tabletop exercise. This Disaster Experience is a highly interactive exercise that will put you in the middle of a real–life disaster. Make the critical decisions that any company’s crisis team will have to make – and deal with the consequences of those decisions! Improve your skills at communicating, prioritizing and making decisions under duress.

Max Mayfield, former director of the National Hurricane Center, said “Preparation through education is less costly than learning through tragedy.” What better place is there to get prepared than by participating in “The Disaster Experience”?


About Bob Mellinger
Bob Mellinger, CBCV, is the founder and president of Attainium Corp., which he launched to deliver business continuity, emergency preparedness and crisis management services. For more than thirty years, Mellinger has provided business solutions and strategic guidance to associations and commercial enterprises. He 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.”


Sunday, 1:00 - 3:30pm

About These Sessions

Sunday Workshop Sessions are held on Sunday September, 18 from 1:00 - 3:30 PM.

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