Spring World 2011

Tuesday Workshop Session 1

Developing Continuity Plans in a Condensed Timeframe

Novice/Intermediate/Advanced

Lloyd Smith, MBCP, Bus & Gov. Cont. Svcs.

You may have a requirement to develop or improve a business/government continuity plan in a short period of time or to progress from an IT disaster recovery plan to a continuity plan. If so this workshop is your "silver bullet".

Topics include:

• Developing disaster scenarios
• Commitment and getting started
• Progressing to continuity plans
• Basic recovery requirements
• Team selection
• Improved emergency response
• Condensed risk assessments
• Determining/securing records offsite
• Doing a condensed BIA
• Determining recovery strategies
• Developing recovery procedures
• Exercising/testing plans

Disasters may not wait for you. Catch up or advance your continuity planning to get ready for the threats of the future.

Lloyd R. Smith, Jr., MBCP, an internationally recognized speaker and instructor with 22 years disaster recovery experience has been active in developing business continuity policies and standards. He has been a DRII certified instructor for 18 years and served as an adjunct professor teaching business and government continuity. Smith founded Business & Government Continuity Services, which provides business and government disaster recovery training and consulting services to include risk assessments, business impact analyses, emergency response and disaster recovery plan development, testing, personnel/team training, recovery plan mentoring/coaching and auditing.

Tuesday Workshop Session 2

Recovery Strategies That Can Save Your Job

Intermediate/Advanced

Robert Goodman, CBCP

Speedy recovery is critical to the success of any business continuity program. We frequently look at the mechanics of recovering systems and processes while ignoring the underlying recovery strategies. Do you understand the key strategies that can dramatically improve your recovery experience and results? This workshop will analyze actual recoveries and show where applying these strategies could have improved your outcome. Get insights into recovery principles that need to be incorporated into your business continuity culture.

Robert Goodman, CBCP, is a disaster recovery coordinator and senior database administrator (IBM Certified database professional) whose career spans 34 years. He has presented around the world on database, disaster recovery and business continuity topics. He is a frequent speaker at ACP meetings, database conferences and DRJ Spring and Fall World conferences. Since 1991 he has built a state of the art disaster recovery program at Florida Hospital, the largest hospital in the US. During the past seven years, he championed a project to migrate the hospital's recovery program into the high availability recovery process that 21st century medicine requires.

Tuesday Workshop Session 3

Business Continuity Program Validation: Conducting a Program Assessment

Intermediate/Advanced

Regina Phelps, EMSS
Kelly David Williams, EMSS

Whether you're starting a BC program from scratch or fine-tuning one, demonstrating with certainty that all the elements of a "full spectrum" program are in place can be difficult. Everyone wants to know if your program truly covers all the bases. And while exercises will flag problems, they rarely touch all aspects of a program. This workshop is designed to help you create an authoritative response to the question of program comprehensiveness.

The workshop consists of three major components:

• An introduction to the major auditable business continuity standards currently in use: ASIS SPC.1, BS 25999, FFIEC BCP, and NFPA 1600.
• The identification of all major components of a complete business continuity program, as identified in the four standards.
• The mechanics of conducting an examination of your business continuity program: how to prepare for the examination, how to execute the examination, and how to prepare and deliver examination final results.

Since 1982, Regina Phelps has provided consultation, training, and speaking services to clients in four continents. She is founder of Emergency Management & Safety Solutions, a consulting and training firm.

Kelly David Williams MBA, JD is senior consultant, Emergency Management & Safety Solutions. His broad business and information technology background provides him with a unique perspective on all aspects of business continuity and disaster recovery planning.

Tuesday Workshop Session 4

Birds of a Feather – Plan Together

Novice/Intermediate/Advanced

The industry roundtable session will be limited to 100 attendees to facilitate effective discussions

This new, interactive workshop is geared to bring like-minded business continuity planners together to discuss critical issues that face their organizations and related industries. The session is designed as a roundtable discussion geared toward business continuity planning as it relates to specific industries. Experienced business continuity professionals will help facilitate each group in productive discussion related to key issues and areas of interest. This session will allow the DRJ attendees to address areas of concern, ask pressing questions and create dialog around key planning activities. The roundtable format will provide a flexible, yet structured approach designed to help explore solutions. The goal is to provide attendees with a forum to discuss business continuity planning and ask questions in an industry specific setting while building relationships with other planners in similar situations. Don't forget to bring your business cards.

Industry roundtables to be covered:

• Industry Sectors:
• Finance
• Manufacturing
• Transportation and Utilities
• Retail
• Healthcare
• Government and Public Sector
• Others based on attendance

Session Leader: Randall Till, MBCP, Till Continuity Group

Industry Roundtable Facilitators will be:

Robbie Atabaigi, MBCP - KPMG, Harlan Dolgin, JD, CBCP – Dolgin Consulting, Mike Gifford, CBCP - The Capital Group Companies, Martin Myers, MBCP – Bank of America, Randall Till, MBCP - Till Continuity Group, David Ziev, MBCP – Business Continuity Professionals

Tuesday Workshop Session 5

Developing the Recovery Strategy: The Next Step

Novice/Intermediate/Advanced

Barney Pelant, MBCP, Barney F. Pelant & Assc. LLC

Once 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.

He holds the certification of Master Business Continuity Professional from DRI International.

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.

Tuesday Workshop Session 6

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

Novice/Intermediate/Advanced

Steve Goldman, Goldman Mgmt. Consultants

The DRJ attendee favorite and a long 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.

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. He 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.