Spring World 2018

Conference & Exhibit

Attend The #1 BC/DR Event!

Fall Journal

Volume 30, Issue 3

Full Contents Now Available!


The Fall Flu Season is Coming – Revise your existing pandemic plan and then exercise it!

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$995 per person
Presenter: Regina Phelps

regina-17rt.jpgBased on the current H1N1 global pandemic and what looks to be at the very least, a severe flu season, Regina Phelps has taken her basic exercise class and has refocused it to meet the needs of our continuity community.

This workshop assumes that you have a pandemic plan and you are asked to bring it to class. We will focus on the revisions that are necessary to make it meet the needs of the fall flu season and then we will do an exercise that tests our assumptions. The goal of this class is to assist in plan revision and then conduct a pandemic exercise. You will walk out the door with a complete pandemic exercise under your arm.

Course content will include:

  • Severity triggers – include these in your revised pandemic plan
  • Employee categorization – the key to a successful pandemic plan
  • The four critical things that must be in your pandemic plan
  • Policies – samples of critical policies
  • Work from home – hallmarks of a successful program
  • Pandemic exercise – complete exercise plan and injects that you can do in your company

Regina Phelps, CEM, RN, BSN, MPA is founder of Emergency Management & Safety Solutions, a consulting and training firm.



Supply Chain Risks and the Business Resiliency Plan: Selling the BRP through Economic Analysis

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$995 per person
Presenters: Barry Pruitt,
Lehr McKenzie, Ph.D.

pruitt-mckenize.jpgA BRP expands upon and improves a BCP. This course assists you in defining supply chain risks and then understanding how to develop a Business Resiliency Plan (BRP) that covers these risks, including a business case and cost/benefit analysis using standard Economic Analysis Methodologies.

The end result is a report that enables quantifying cost and benefits of the BRP in “operations” and “finance language” for those responsible for supporting and funding the BCP process.

A case study to cement the logic and methodologies presented and provide a venue for applying logic/methodologies is completed in class. Final output is a completed list of supply chain risks and an “Income Statement” and “Statement of Cost/Benefit.”

Gain “hands on” experience using the Economic Analysis methodologies and gain another tool for your BCP tool box to gain the financial/business support necessary for a successful BCP. Risk Vault Software included ($99 value) so please bring your laptop.

Barry Pruitt and Lehr McKenzie, Ph.D., are coowners of J&B Pinnacle Business Concepts Inc., an organization specializing in comprehensive business continuity planning.

Pruitt has more than 22 years experience managing major projects, teaches at USC School of Business, and has experienced a major business interruption.

McKenzie has more than 20 years of consulting experience with mid-size to fortune 100 companies.



BC Planning Made Simple

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$795 per person
Presenters: Norm Harris, CBCP,
Tracy Cowan, CBCP

harris-cowan.jpgHow may times have you thought, “How great it would be if I could find a simple way to perform a Risk Assessment, conduct a Business Impact Analysis, collect the information I need for a Disaster Recovery/Business Continuity Plan (DR/BCP) and then document that information into a ready-to-use plan.” Now you can. This highly informative interactive class teaches you the essentials of Disaster Recovery/Business Continuity Planning. You will receive a class manual and a CD containing all of the questionnaires, forms, examples, documentation templates and instruction you will need to answer the 7 basic requirements of any DR/BCP:

  • What needs to be done
  • Why does it need to be done
  • When does it need to be done
  • Where is it to be done
  • Who is going to do it
  • How is it to be done
  • What resources do you need to do it?

Register early, as this class will sell out quickly. Be sure to bring your lap top and Norm and/or Tracy will work directly with you on your plan during the class.

Norm Harris, CBCP, Certified Recovery Planner, is chairman, president and CEO of Norman L. Harris & Assc.

Tracy Lee Cowan, CBCP, CRP is business continuity/disaster recovery consultant for ICSI Consulting Services, Inc.



Pandemic Planning for Business

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$950 per person
(includes Pandemic book)
Presenter: Harlan Dolgin

dolgin-harlin-new.jpgA pandemic is coming. The experts agree that it is very likely to happen within the next 10 years.

Planning for a pandemic is not like planning for any other type of disaster. You can have a terrific BC/DR plan, and a pandemic might still significantly impair your ability to service your clients. It may even put you out of business. This course will give you all the tools you need to build a pandemic plan in your company

We will address strategies such as planning for major absenteeism, social distancing at your workplace, HR issues, legal considerations, work from home, communications planning, and other prudent steps you can take now to lessen the impact. This course will end with a pandemic simulation exercise.This course comes with a copy of the book Pandemic: Business Continuity Planning Priorities for the Coming Outbreak, by authors Robert C. Chandler, Ph.D. and Sue Peterson. This is the one course you cannot afford to miss!

Harlan Dolgin is president of Dolgin Consulting, which opened its doors in February, 2009. He was founder and co-chair of PandemicPrep.Org. He became executive director of the organization in April 2009.


IT/DRP/Certified Business Resilience IT Professional

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$1650 per person
Presenter: Rick Wellman

richard-wellman-picture.jpgThis CBRITP course teaches students how to develop, test, and maintain an IT disaster recovery plan for recovering IT and telecommunications systems and infrastructure in the event of a disaster or business disruption.

The workshop provides a comprehensive step-by-step IT disaster recovery plan development methodology, and presents key IT availability planning concepts and principles. Students will learn various recovery techniques, strategies, and practical methods that will help them to build a robust and resilient technology support infrastructure and critical process recovery capability to ensure a fast and efficient recovery of business operations and mission-critical IT systems, applications, and data.

Students will receive a workbook and takehome disaster recovery plan templates.

Students may also take the optional multiplechoice CBRITP (Certified Business Resilience IT Professional) certification exam.

For more information on this course and outline, please visit www.sentryx.com or call 1-800-869-8460.

Rick Wellman, a senior business continuity and resilience trainer and consultant for Sentryx, is a highly skilled subject matter expert with more than 25 years of training and consulting experience.


Leadership in Disasters: BC Practitioner’s Guide to Senior Management Support

Sat., Sept. 12, 9:00 a.m. - 5:00 p.m.
Sun.,Sept. 13, 8:30 a.m. - 11:30 a.m.
$695 per person
Presenters: David Ziev, MBCP, Fred

ziev-lueveno.jpgSix reasons senior management needs to support BC/DR. Learn why management involvement in BC/ DR is critical to the success of critical incident management. Roles of senior management in support of BC/DR will be presented. An excellent course for practitioners and/or managers. Module s will include the following:

1. Incident Command 2. Crisis Communications 3. Emergency Policies 4. Exercise Program Design 5. Business Units and Business Continuity Planning 6. Assessment, Evaluation, and Improvement Plans

David Ziev, MBCP, MBCI is the principal of Business Continuity Professionals and serves on the PPBI Board of Directors.

Fred Luevano serves on the PPBI Advisory Board. He is the former chairman of PPBI Board of Directors.