DRJ's Spring 2019

Conference & Exhibit

Attend The #1 BC/DR Event!

Winter Journal

Volume 31, Issue 4

Full Contents Now Available!

Pre Conference Courses

Note: Registration for All Pre/Post Classes are available through our Main Registration.

Pre Conference Course 1

Successfully Conduct your FIRST BCP/DRP Drill!

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m.

$1195 per person

Presenter: Steve Goldman

Registration For This Course Is Closed

Steve-GoldmanYour first BCP (or DRP) tabletop or drill can make or break your BCP/DRP efforts, including your career. A good job is not sufficient; your first drill needs to be outstanding! This course will teach you how. During this hands-on class, you will learn the elements of how to organize, set up, conduct, and evaluate a successful first BCP/DRP drill. Topics include: The company politics of your first drill; Dr. Goldman’s “First Drill” planning checklist; using incomplete department plans to your advantage; painlessly involve IT, PR, and management; 100+ ideas for scenarios; develop a timeline for your company!; expected problems and their solutions; critique the drill and still keep your job; using the leverage from this drill.

Dr. Goldman will conduct the class with his lively style, real-life examples, interactive discussions, and hands-on application. Attendees receive e-files of the forms and templates presented in class. You will also realistically practice what you learned as you participate in an in-class tabletop drill!

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

Pre Conference Course 2

IT/DRP/Certified Business Resilience IT Professional

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m

$1695 per person

Presenter: Rick Wellman

Richard-Wellman-PictureToday’s businesses rely heavily on a robust and resilient information technology (IT) and telecommunication infrastructure to deliver essential business services in order to meet company mission, objectives, and key targets.  This dependence on information technology stems from several requirements and demands.

This 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 including continuous and high availability.

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 take-home disaster recovery plan templates.

Students may also take the optional multiple-choice 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.

Pre Conference Course 3

Enterprise Risk Management

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m

$1,495 per person (For quality purposes, this course is limited to 30 participants)

Presenters: Glen Boyls, Ted Dann and Warren Murdoch

Registration For This Course Is Closed

Glen-Boyls-PhotoTed-Dann--PhotoWarren-MurdochFinally, a practical enterprise risk management course for performance-optimizing executives, managers and risk management professionals that want to improve: risk oversight, strategic planning and tactical execution, financial and operational performance, resiliency to known, emerging and unknown risks, the flow of critical decision-making information for seizing growth opportunities.

Course topics include: governance, risk and compliance; roles and responsibilities; performance and resiliency optimization; strategy and risk integration; managing risks; business processes; sustainable measurements; reports and dashboards; risk culture; frameworks; IT and eGRC platform solutions; tabletop exercises.

This is a highly interactive course and includes the review and discussion of a high-profile business case. This course reflects lessons learned from risk management failures at a wide range of organizations including automotive, consumer product, energy, financial, government, insurance, manufacturing, non-profit, professional services, and technology. The course has been reviewed and vetted by a large and diverse network of highly experienced third-party risk management professionals, board members, corporate executives, government executives, bank executives, hedge fund executives, big-4 partners, corporate attorneys, government attorneys, federal regulators, international finance experts, subject matter experts, industry experts, and academic thought leaders.

Glen Boyls, economist and CBCP, has been actively involved in risk management and business continuity for the last 13 years of his 26 year management consulting career. He is an Ernst & Young alumnus and is actively involved in several risk management professional organizations.

Ted Dann, CPA, CRM and ARM, has over 20 years in accounting management and 6 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, and is actively involved in the Professional Risk Manager’s International Association.

Pre Conference Course 4

Level 1 PWI Certified Facilitator (PCF): Become a PWI Certified Workplace Violence Facilitator

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m

$895 per person

Presenter: David A Smith

Registration For This Course Is Closed

David-A-Smith-300dpiThe PWICertified WPV Partner Program professionally prepares, certifies and licenses participants to conduct effective market accepted violence risk reduction training and use PWI intellectual properties and methodology with annual PWI expert support.

Participants receive the knowledge to effectively train and communicate proven market accepted methods designed to reduce the risk of violence in our workplace and schools. PWI methods are currently being used by Fortune 500 companies, large U. S. insurance carriers and major universities.

Over 15 years ago, a team of professionals, with multidisciplinary backgrounds, developed the PWICertified WPV Partner Program. Their backgrounds include business administration, clinical, social and forensic psychology, communications, crime prevention specialists, law enforcement officers, lawyers and research method specialists. Our trainings and products are continually updated.

Level 1: PWICertified Facilitators (PCF) receive up to date market accepted Pre-Certification training, techniques for practicing effective group WPV training and coaching. PWICertified facilitators are provided with PowerPoint presentations, support materials and training tools to effectively train employees, managers, supervisors, students, staff and faculty. PWICertified WPV Partners receive annual ongoing support, discounts on materials, PWI Collaboration software and access to PWI threat assessment professionals.

Certification Levels:

  • Level 1: PWICertified Facilitator (PCF)
  • Level 2: PWICertified Master Facilitator (PCMF)
  • Level 3: PWICertified Violence Vulnerability Auditor (PCVVA)
  • Level 4: PWICertified Terrorism Vulnerability Auditor (PCTVA)
  • Level 5: PWICertified Threat Assessment Professional (PCTAP) - (Tailored for licensed psychologists and psychiatrists)

Note: PWICertified trainers and consultants must successfully complete the preceding level of competencies and sub-competencies that are recognized by the higher level of certification before they begin the next level of certification training.

David A. Smith, founder of Professional Workplace Interaction, Inc., (PWI) is an author and highly experienced dynamic speaker. PWI was established in 1997 for the purpose of research and evidence-based process development, designed to address many of the difficult behavioral risk reduction and employment related issues facing corporations, schools, private businesses.

Pre Conference Course 5

ICOR: CMC 2050:  Crisis Communication Planner

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m

$1345 per person

Presenter: John Cullen

Registration For This Course Is Closed

John-CullenAn organization in crisis faces many grave threats. ICOREmployees can be in physical danger. Buildings can fall. Customers can be lost. But the most serious threat is and always will be the threat to the organization’s most important asset – its reputation.  To protect the organization from reputational threats requires careful, thoughtful, detailed planning and a methodology for inculcating a culture of organizational crisis preparedness.  In this class, you will learn how to prepare the organization for inevitable threats to reputation, execute the crisis communications plan, then, when the crisis has passed, assess and do what must be done before the next threats occur.  Attendees earn an ANSI accredited certificate as Crisis Communications Planner upon successful completion of the course.

Upon registering for the course, send an email to This email address is being protected from spambots. You need JavaScript enabled to view it.. The course books will be shipped to you via FedEx. For more information on ICOR courses visit theicor.org

John Cullen is an ICOR faculty member and a partner with Foresight PR, a full-service public relations firm.

Pre Conference Course 6

Planning and Implementing An Effective BIA

Sat., Sept. 8, 9:00 a.m. - 5:00 p.m.

Sun., Sept. 9, 8:30 a.m. - 11:30 a.m

$1295 per person

Presenters: Morris Davis, Ted Brown

Registration For This Course Is Closed

Davis,-MorrisBrown,-TedThe business impact analysis (BIA) is the foundation on which the business continuity program is built. It identifies, quantifies and qualifies the business impacts of loss, interruption or disruption of business activities on an organization and provides the data from which appropriate continuity strategies can be determined.

You’ll learn how to tailor a business impact analysis (BIA) to your organization, to provide management the data to support the appropriate BCP/COOP strategy and program. This dynamic class will review the “critical success factors” that lead to a quality BIA. It will also discuss the pitfalls that probably guarantee failure. Areas discussed include: What should the project plan be? How long should it take? What kind of survey should be used? How long? What should be the goals? What about interviews versus workshops? What is the Output? Sponsors: are they required? Who should it be? Who shouldn’t it be? How do you get management buy-in to conduct a BIA?

Morris Davis, MBCI, CBCP, the KETCHConsulting national practice leader will teach the BIA class and facilitate the exercises.

Ted Brown, MBCI, CBCP, CBCV, president and CEO of KETCHConsulting, is a recognized business continuity industry leader whose tireless efforts have dramatically increased visibility of BCP/COOP nationwide and globally.