Spring World 2018

Conference & Exhibit

Attend The #1 BC/DR Event!

Fall Journal

Volume 30, Issue 3

Full Contents Now Available!

Tuesday Workshop Sessions


3:00 - 5:30 p.m.


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.  

Workshop Session 1

Developing a Comprehensive Emergency Management Program and Conducting Your Own Internal Assessment


Regina Phelps, EMS Solutions

Kelly David Williams EMSS

new_folder-069.jpgkelly-david.jpgAre you starting a program from scratch or fine-tuning one that already exits? The first half of this workshop “peels back the onion” and looks at the all of the major components of a well-balanced program: risk assessment , incident management, emergency response, business continuity, disaster recovery, and crisis communications. What should be in those silos? How are they all connected and managed during an incident? The effective management of an incident requires a well-thought out, coordinated, and integrated response. The second half looks at how you assess a program. This includes a look at the most commonly used industry standards (NPFA 1600 and BS25999) as roadmaps for evaluation. How do you use these standards to assess the health and wellness of your program? Then, when you find deficiencies, how do you document them and create a plan for program improvement? This workshop provides you with an excellent overview and a detailed plan to guide your progress toward your goal of a comprehensive program.


Regina Phelps is founder of Emergency Management & Safety Solutions, a consulting and training firm. Phelps’ niche includes incident management team development, pandemic planning, emergency operations center (EOC) design, and the development of emergency exercises for large global companies.


Kelly David Williams MBA, JD, is a senior consultant with Emergency Management & Safety Solutions. Williams’ broad business and IT background provides him with a unique perspective on all aspects of BC and DR planning.

Workshop Session 2

Domestic Terrorism: Assessing Your Risk

Roberta Flynn, Professional Workplace Interaction

1roberta.jpgA core mission of the Department of Homeland Seurity is reducing the vulnerability of critical infrastructures, key assets and national icons to acts of terrorism. With the increase in the nature of these risks and threats faced by organizations today, the need for physical on-site, venue, event and facilities vulnerability assessments has become a critical element in managing the overall risk associated with an organization’s assets and business continuity efforts. This training is designed to give business continuity planners a better understanding of the risk of domestic terrrorism in the United States. Strategies for vulnerability assessment will be discussed and current risk reduction methods will be addressed.


Roberta S. Flynn, Psy.D., is a director, trainer and product development specialist for Professional Workplace Interaction, Inc.


She has 30 years of experience as a speaker, teacher, and instructor in government, school, hospital, industrial and law enforcement settings. Dr. Flynn provides threat assessment and expert witness services throughout the United States and internationally.

Workshop Session 3

Birds of a Feather: Plan Together

Various roundtable facilitarors

drjcirclelogo-final2008.jpgThis 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. Proposed industry roundtables are: finance, manufacturing, transportation and utilities, retail, medical, government and public sector.


Facilitator: Randall Till, MBCP, has more than 20 years experience as a BC planner .


Industry roundtable facilitators will be: Robbie Atabaigi, MBCP, KPMG, Kim Bowker, CBCP, Global Payments Company, Harlan Dolgin, JD, CBCP, Bick Group, Mike Gifford, CBCP, The Capital Group Companies, Michael Herrera, MHA Consulting and David Ziev, MBCP, Business Continuity Professionals.

Workshop Session 4

Developing the Recovery Strategy: The Next Step

Barney Pelant, MBCP Barney F. Pelant & Assc.

new_folder-097.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. 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.

Workshop Session 5

PPBI – Incident Management

Ken Schroeder CBCP Southeast Corp.
Deidrich Towne, CBCP Hewlett Packard
David Ziev, MBCP, Business Continuity Prof.

121212.jpgIn this highly interactive workshop you will learn to use the BCP audit checklist and the incident management plan maturity model developed by PPBI from recognized standards and industry best practices. Returning to a workshop format for this venue PPBI has condensed the one and one-half day course to share the effectiveness this process can have on your plans.


Exposure to the practical experience of the instructors in addition to recognized industry standards in measuring the maturity of your plans benefits both the public and private sectors.


You will use the 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!


Ken Schroeder is vice president for business continuity at Southeast Corporate. He is responsible for the life cycle management of all business continuity functions.


Deidrich E. Towne, Jr. CBCP is senior technical consultant for Hewlett Packard.


David Ziev, MBCP, MBCI is the principal of Business Continuity Professionals.

Workshop Session 6

Ready, Set, Exercise! How to Develop and Conducta Successful BCP/DRP Drill

Steve Goldman, Goldman Mgmt. Consultants


A DRJ attendee favorite and long-running workshop!


Successful BCP and disaster recovery takes more than a plan: it requires realistic testing and validation.


How do you do that properly? Do your drills provide as-close-to-real situations as possible? How does your program compare? How can you improve?


During this hands-on workshop, learn how to set up and conduct a successful BCP/DRP drill.


Students will master the aspects of effective exercise preparation and execution. Learn how to avoid common pitfalls during the development process and how to anticipate and resolve potential problems. With his lively style and real-life examples, Dr. Steve will lead the class through interactive discussions of successful exercise development.


Dr. Steve Goldman is an internationally recognized expert and leading consultant in BCP/DRP exercises. A former global BCP manager for a Fortune 500 company.


Goldman has developed, conducted, and evaluated hundreds of successful drills and exercises ranging from one-hour tabletops to massive multiorganization three-day full-scale exercises.


Goldman is a former Global BCP Manager for a Fortune 500 company with over 30 years experience in all aspects of the field.


Thus he has been on both sides of the consulting contract and shares his experiences.