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Fall Journal

Volume 30, Issue 3

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Tuesday Workshop Sessions
(Choose one session from each track. )

Tuesday, April 1, 2008 - 3:00 - 5:30 p.m.

Workshop Session 1

Generally Accepted Practices: Workshop Session

Session registration is limited to 200.

Designed for BC professionals with seven years minimum experience.

Would you like to contribute to the next phase of the DRJ’s Generally Accepted Business Continuity Practices document?
The original Generally Accepted Business Continuity Practices document is now being used worldwide by business continuity professionals as a leading source for “sound” business continuity practices.
This session will allow you to provide feedback on the original Generally Accepted Business Continuity Practices document and be a part of the migration into the second phase of this initiative which is to create Industry Vertical Generally Accepted Business Continuity Practices.
If you are an experienced professional in the financial and/or telecommunication sector we would value your input on the next phase of the Generally Accepted Business Continuity Practices document.
Contributors to the original Generally Accepted Business Continuity Practices document include practitioners from the public and private sectors as wells as partner organizations.
Join us as we migrate into Phase II of this ground-breaking initiative and gain the insights that will be shared during this session.
Be prepared to communicate your questions and/or answers in an interactive round table environment. Your expertise will be invaluable to this effort.

Members of the DRJ Editorial Advisory Board will facilitate this session.

Workshop Session 2

Optimistic Bias: A Barrier to Business Continuity?

Barbara Citarella
RBC Ltd.

Optimistic Bias is the tendency to view oneself or one’s organization as invulnerable or less likely than others to experience negative life events. It is a pattern of judgments.
These judgments can interfere with the necessary planning for disasters and business continuity.
Many plans developed by organizations have hidden flaws due to this flawed pattern of judgments.
Optimistic bias has been shown to have a direct bearing on not only individual planning but business and government planning as well.
What do research and the literature tell us about this bias? Are you or your organization guilty of optimistic bias?
After this session the participants will be able to define optimistic bias, will be able to discuss the possible impact it has on their organization’s planning process and most importantly allow the opportunity for attendees to examine their own beliefs and judgments about impending disasters.
Many session attendees will be eager to take this concept back to their own companies and try to identify and gaps in their planning.

Barbara Citarella is the founder of the award-winning company RBC Limited, a healthcare and management consulting business. In addition to consulting in all areas of health care, RBC Limited has worked extensively with law enforcement, government agencies and the private sector with regard to business recovery planning, protection of personnel assets, infrastructure protection, exercise observer, all hazards planning and the Incident Command System.

Workshop Session 3

Virtual Emergency Operations Centers: The Wave of the Future

Regina Phelps
EMS Solutions

Jan Sysmans
WebEX Communications

We all know what a physical Emergency Operations Center (EOC) looks like and feels like. The physical EOC is the “nerve center” of the company’s recovery operations and houses subject matter experts from different areas of the business. The EOC’s role is to manage and monitor the response to the event, as well as the overall recovery of the business. The primary function of any EOC is to establish and manage the Four C’s: Control, Communication, Collaboration, and Coordination.
A virtual EOC takes the physical EOC (people and processes) and moves it into “cyberspace” through a variety of technology tools. There are many advantages to not having “four walls.” Currently there are two major issues driving the need for a virtual EOC: (1) The threat of an avian flu pandemic; (2) Companies whose key employees are dispersed across large geographic areas, making collaboration difficult.
This workshop will outline everything your company needs to know to establish a virtual EOC – how to develop one, what are the advantages and pitfalls, technology options that will give you the best results, and ways to combine the physical and the virtual. The goal of the workshop is to teach the skills to develop a successful virtual command center. A VEOC, whether it be stand-alone or in concert with an existing physical EOC, offers many rewards.

Regina Phelps has provided extensive consultation to global companies preparing for the pandemic threat. A partial client list includes Visa, the World Bank, AEGON, Northern Trust, Triton, Liberty Mutual, Federated Department Stores, Stanford University, the California Institute of Technology (Caltech), and Wells Fargo.
Jan Sysmans is responsible for WebEx’s business continuity and disaster recovery program. He is also the chair of the marketing communications committee for the SaaS Executive Council, an industry council sponsored by the Software & Information Industry Association.

Workshop Session 4

Financial Services Industry: Business Continuity Information Sharing Session

Randall Till, CBCP

Join business continuity experts from the financial sector as they share their best practices, success stories and view on changing trends in the industry. The regulatory requirements of the financial sector have long driven the evolution of business continuty, and continue to shape best practices and processes in the industry.
You will hear from a panel of leading experts who will address some of the most pressing issues facing our industry today. They will share their experiences and outline the proven practices that have been successful within their companies. While key industry topics will be covered by the panel, participants will have opportunities to ask questions and explore areas of interest.
Some of the key topics that will be discussed:

• Incident management and response practices, global implementation and lessons learned
• Integration of business and disaster recovery plans into the Business Continuity Management Program.
• Integration of business continuity with other key disciplines – taking an enterprise wide approach.

Learn from the financial sector’s industry experts, and join the conversation on the most important issues facing the business contiuity industry today .

Randall Till, CBCP, is a senior business leader at MasterCard Worldwide.
Mike Gifford, IT senior manager disaster recovery, The Capital Group Companies.
Barry Gorelick, CBCP, vice president, Ameriprise Business Continuity Management at Ameriprise Financial, Inc.
Greg Pinchbeck, business resiliency director at JPMorgan Chase Treasury & Security Services and Centralized Transaction Operations.
Charles Wallen CISSP, managing executive FSTC Business Continuity Standing Committee at Financial Services Technology Consortium.

Workshop Session 5

Team Coordination Training for Disaster Response: Part 2

Paula Smith Ph.D
Catastrophic Planning

Session registration is limited to 200.

This is a hands on, participation intensive workshop which elaborates on Sunday Workshop Session 3.
While we were introduced to characteristics and practice elements in dynamics of disaster response groups, this session will specifically address emergency alerts, communications, real case scenarios, safety, more in depth team coordination training with different stress elements which require flexibility, development of a custom field response guide.
Come prepared to immerse yourself and work hard. You will come away from this with new knowledge of how to optimize the strengths and capabilities in group response.
We will take a hard look at leadership and how it may have to change hands, how to maintain internal cohesion while everything else is changing, how to work together when disaster responders have diverse daily functions, experience and organizational frame of reference. Materials will be included.
This presenter also hosts a session on Sunday afternoon that coordinates with this session. Those participants who successfully complete both sessions, the homework and a take-home exam will be awarded the Certification in Catastrophic Planning: Advanced Team Coordination Training for Disaster Response.

Paula Smith, Catastrophic Planning Policy Review Committee, has a PhD in BioMedical Psychology, executive training through Harvard Business School, and has worked in clinical and university settings as well as industry and government. She has experience in contingency planning as an emergency and disaster management professional in the DC area.

Workshop Session 6

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

Steven Goldman
Goldman Mgmt. Consultants

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 team
• Scenario ideas and events you can use
• Resources and props
• How to conduct, evaluate, and critique
• Imagination, creativity, and leadership
• Steve’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.

Steve Goldman is a leading crisis management and BCP consultant and former global BCP manager for a Fortune 500 company. Over his long career 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.