Spring World 2018

Conference & Exhibit

Attend The #1 BC/DR Event!

Fall Journal

Volume 30, Issue 3

Full Contents Now Available!

Pre-Conference Course 1 (PRC-1)

Everything You Need To Know to Design The Successful Exercise

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 11:30 a.m.
$995 per person
Presenter: Regina Phelps

regina-17rt.jpgLearn from the exercise master – Regina Phelps conducts 50+ exercises a year! Do you have a plan but have not yet tested it? You might discover that your document is less than sufficient. There are really only two ways to find that out. One is to have an actual disaster; the other is to do an exercise. The latter is usually a better learning experience and certainly a lot less stressful! The workshop details everything you need to do to design a successful exercise from the ground up. You will walk out of this workshop with your next exercise planned and under your arm!

  • Five types of exercises
  • Exercise design team
  • The development of the exercise plan
  • Selecting & training a simulation team
  • Rules of exercise facilitation
  • Participate in an advanced tabletop exercise
  • Develop the outline for your own tabletop exercise
  • Receive feedback on your exercise design.

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


Pre-Conference Course 2 (PRC-2)

Current State Assessment

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 11:30 a.m.
$995 per person
Presenters: Barry Pruitt, Michael Herrera, CBCP, Lehr McKenzie

pruitt-mck.jpgThe current state assessment (CSA) serves as an objective means of measuring the effectiveness and maturity level of the BCP program over time.

Gain confidence in the CSA process for interviews, reviews, to determine preparedness levels, identify gaps, and document an appropriate action plan/roadmap to achieve the level of sophistication and maturity required by your organization. The CSA questionnaire scores crisis management, business resumption, DR and enterprise wide capabilities bases on: governance, project management, escalation & notification, data backup & offsite storage, recovery strategies, event management, recovery plans, and planned growth.

The CSA output score places business resumption, disaster recovery and the enterprise elements in one of six maturity levels and leads to an Action Plan/Roadmap outlining the tasks necessary to raise the sophistication/maturity of each program element. It also assists in calculating a predicted maturity score.

Leave class with an Action Plan/Roadmap template, a CD of class materials and a CSA tool to evaluate your BCP program!

Barry Pruitt and Lehr McKenzie, Ph.D., are co-owners of J&B Pinnacle Business Concepts Inc., an organization specializing in comprehensive business continuity planning. Michael Herrera, CBCP, president/CEO of MHA Consulting Inc., has more than 16 years BCP consulting and training experience.


Pre-Conference Course 3 (PRC-3)

BC Planning Made Simple

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 11:30 a.m.
$795 per person
Presenters: Norm Harris, CBCP and Tracy Cowan, CBCP

harriss-tracy.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 the instructors 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.


Pre-Conference Course 4 (PRC-4)

Been There, Done That: An Insiders Guide to BC Programs

Sat., March 28, 9:00 a.m. - 5:00 p.m.
$695 per person
Presenter: Randall Till, CBCP

till1.jpgLearn the critical components of establishing a strong business continuity program from an industry veteran with 20+ years of experience developing and building programs in large organizations with global operations. You’ll benefit from the “lessons learned” from working within companies to overcome roadblocks, politics and organizational limitations. This class will provide you with the opportunity to ask questions and gain feedback from someone who has been on the inside track tackling the issues and practices that currently impact organizations of all sizes.

Enjoy an interactive learning environment and take away a comprehensive review of leading business continuity practices and concepts guiding the industry today. This session provides you with the tools and training required to gain a deeper understanding of the critical issues, practices and processes required to develop an effective business continuity program. Both experienced planners and newcomers to the field will benefit from this workshop.

Randall Till, CBCP, has more than 20 years implementing business continuity plans and practices within large organizations and has worked to develop a “Best in Class” approach for developing a comprehensive business continuity program.


Pre-Conference Course 5 (PRC-5)

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

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 11:30 a.m.
$695 per person
Presenters: David Ziev, MBCP, Fred Luevano

ziev-luev.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. Modules 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.


Pre-Conference Course 6 (PRC-6)

Outrageously Easy Recovery Planning: Straight Talk From A to Z

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 11:30 a.m.
$1795 per person
Presenter: Skip Williams
BONUS: Binomial’s Phoenix Software Suite Included!


Note: This class is no longer available.


Have you been given the task of learning disaster recovery or business continuity? Do you know where to start? Join KingsBridge’s seminar and learn:

  • The DRJ’s 10 Generally accepted Practices (GAP) and how they relate to recovery planning.
  • How to do a Threat Risk Analysis (Using our proven template to develop a weighted analysis)
  • How to do a business impact analysis (How do the threats impact my teams and how to plan accordingly)
  • How the TRA and BIA create the foundation of your recovery plan.
  • How to maintain and exercise your recovery plan.


Learn from our 25 years experience how to create an effective recovery plan that will satisfy your auditor’s mandates, your service level agreement requirements and your best practices goals. Included in the class is a copy of our Phoenix Corporate Edition (valued at $3,200 including the first year of maintenance) to help in the organization of your TRA, BIA, plan development and plan maintenance. Phoenix is the only Microsoft Office integrated planning tool so the whole process is straightforward and intuitive.

Skip Williams is the CEO of KingsBridge Disaster Recovery. His experience around North America is wide spread and not limited by vertical or scope. In addition to developing recovery plans, Williams has delivered papers at the Fall World 2008 and given seminars at the DRJ trade shows for the last two years.


Pre-Conference Course 7 (PRC-7)

IT/DRP/Certified Business Resilience IT Professional

Sat., March 28, 9:00 a.m. - 5:00 p.m.
Sun., March 29, 8:30 a.m. - 12:00 a.m.
$1650 per person
Presenter: Rick Wellman

r-wellman.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 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.