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.
Tuesday - 3:00 - 5:30 p.m.
Workshop Session 1
Enterprise Risk Management Improving Risk Oversight, Performance, Resiliency and Growth
Intermediate/Advanced
Glen Boyls, AMX Intl.
Ted Dann, AMX Intl.
Warren Murdoch, AMX Intl.
Finally, a practical and jargon-free enterprise risk management workshop that introduces strategies to improve:
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Risk Oversight
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Strategic Planning and Tactics Execution
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Financial and Operational Performance
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Enterprise-Wide Resiliency to Known and Unknown Risks
This workshop is an intense introduction to enterprise risk management for board members, executives, key decision makers, managers, risk owners, risk management professionals and stakeholders. The workshop covers the most critical aspects of an effective enterprise risk management program:
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Governance, Risk and Compliance
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Enterprise Risk Management
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Performance and Resiliency Optimization
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Enterprise Empowerment
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Managing Risks Business Processes
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Sustainable Measurements
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Reports and Dashboards
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Risk Culture
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ERM Frameworks
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Enterprise GRC Platforms
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ERM Tabletop Exercises
Glen Boyls, CBCP, has been actively involved in enterprise risk management and business continuity planning for the last 13 years of his 26 year management consulting career. He is an Ernst & Young alumnus.
Ted Dann, CPA, CRM and ARM, has 20 years in accounting management and six years in corporate risk management. He is actively involved in the Risk and Insurance Management Society and the Business Continuity Professionals of the Carolinas.
Warren Murdoch has extensive risk management experience in energy and financial markets. He has a Master of Science degree in financial markets and trading from the Illinois Institute of Technology.
Workshop Session 2
Ready, Set, Exercise! How to Develop and Conduct a Successful BCP/DRP Exercise
Novice/Intermediate/Advanced
Dr. Steven Goldman, Goldman Mgmt. Consultants.
The DRJ attendee favorite and 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:
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Types of drills and exercises
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Elements of a successful exercise
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Scope, objectives, and extent of play
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Scheduling and coordination
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The scenario development team
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Scenario ideas and events you can use
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Resources and props
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How to conduct, evaluate, and critique
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Imagination, creativity, and leadership
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Dr. 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.
With his lively style and real-life examples, Goldman will lead the class through interactive discussions of successful exercise development.
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 3
Violence a Preventable Disaster: Understanding and Reducing the Risk
Novice/Intermediate/Advanced
David Smith, Prof. Workplace Int. Inc.
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
Developing the Recovery Strategy: The Next Step
Novice/Intermediate/Advanced
Barney Pelant, MBCP, Barney F. Pelant & Associates, 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, MBCP, 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.
Workshop Session 5
Benchmarking for Beginners: Conducting a Business Continuity Program Assessment
Intermediate/Advanced
Regina Phelps, EMSS
Kelly David Williams, EMSS
Whether you're starting a business continuity program from scratch or fine-tuning one that has been in place for several years, demonstrating with certainty that all the elements of a "full-spectrum" program are in place can be difficult. The bottom line question that you hear from senior management, auditors, and other key stakeholders is simple: Does the program have any gaps or holes that put us at risk? And you know that while exercises will flag some 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 and how it stacks up when measured against a benchmark.The workshop consists of three major components:
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An introduction to the major auditable business continuity standards currently in use: ASIS SPC.1, BS 25999, FFIEC BCP, and NFPA 1600.
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The identification of all major components of a complete business continuity program, as identified in the four standards.
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The mechanics of conducting an examination of your business continuity program:.
Workshop sessions will give participants a chance to bring their own questions and concerns to roundtable discussions and problem-solving exercises.
Regina Phelps, CEM, RN, BSN, MPA is founder of Emergency Management & Safety Solutions, a consulting and training firm.
Kelly David Williams MBA, JD is a senior consultant for Emergency Management & Safety Solutions.
Workshop Session 6
Engaging BCM in Your Organization
Novice/Intermediate/Advanced
Kevin Schaller, APU
How well engaged is customer service, marketing, or the purchasing department in your business continuity operations? Do you hear groans when meetings are scheduled for your presentations on business impacts, vulnerability assessments or vendor compliance?
Let's face it, business continuity isn't the most compelling discussion for many members in your organization.
Getting buy-in and compliance across various business units can be challenging to say the least! Here's some fresh ideas and tools to make business continuity an interesting subject to those outside our profession.
Understanding the importance of senior leadership buy-in, as well as that of the diverse stakeholders in your organization requires you to enhance your skills at engaging these audiences.
Learn tools to personalize the importance of resiliency, at an individual and organizational level.
This session will provide you a number of techniques to engage various stakeholders in your organization in the business continuity process.
The workshop, adapted from a collegiate curriculum, will provide a framework of information necessary for any stakeholder to understand the importance of business continuity and related concepts of crisis management, for the non-specialist.
Taught in an entertaining fashion, you will participate in simple exercises you can replicate in your own organization to build greater enthusiasm in your audience. Come join us and add some important tools to your toolbox!
Kevin Schaller combines 20 years in the financial services industry, an extended tour as a deputy sheriff, and a recent Masters in Emergency Management.
Working with Dr. Tom Phelan at APU, he created a collegiate curriculum and seminar to teach emergency management and business continuity.
His private practice delivers assessments, audits, and training to multi-national firms.