DRJ's Fall 2018

Conference & Exhibit

Attend The #1 BC/DR Event!

Summer Journal

Volume 31, Issue 2

Full Contents Now Available!

Pre-Conference Courses

PRC-1: Successfully Conduct your FIRST BCP/DRP Drill!

Sat., March 16, 9:00 a.m. - 5:00 p.m.

Sun., March 17, 8:30 a.m. - 11:30 a.m.

$1,495 per person

Presenter: Dr. Steven Goldman


Your 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. Steven 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.

PRC-2: IT/DRP/Certified Business Resilience IT Professional

Sat., March 16, 9:00 a.m. - 5:00 p.m.

Sun., March 17, 8:30 a.m. - 11:30 a.m

$1,695 per person

Presenter: Rick Wellman


Today’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.

PRC-3: BCM 4050 – Business Continuity Maturity Model Assessor’s Training

Sat., March 16, 9:00 a.m. - 5:00 p.m.

Sun., March 17, 8:30 a.m. - 11:30 a.m.

$1,345 per person - DRJ discounted price

Presenter: Lynnda Nelson


BCM 4050 is an ANSI Accredited course aligned to ISO 22301, ASIS SPC-1, and NFPA 1600 that teaches those with BCM experience how to use the BCMM software tool to both benchmark and audit their current BCM programs and also to self-assess your program’s readiness for a third party audit

Become a BCMM Assessor and add the ability to review and audit business continuity programs to your consulting practice or increase your intrinsic value as an internal business continuity professional. Participants who have successfully completed the class are trained in the methodology of performing both review and audit level assessments aligned to business continuity standards standards using the business continuity maturity model.

The BCMM is an assessment tool which provides a standard approach to measure an organization’s Business Continuity Program maturity and to provide direction for creating and maintaining a BC program as a sustainable process. The BCMM® also collects meaningful benchmark data that can be used to compare how your organization matches up with similar organizations. Attendees earn an ANSI accredited certificate as a BCMM Assessor upon successful completion of the course.

If registrants send an email to This email address is being protected from spambots. You need JavaScript enabled to view it. upon registering for the course, the course books will be shipped to you via FedEx.

Lynnda Nelson is the president of the Board of The International Consortium for Organizational Resilience, a non-profit 501c3 education and credentialing organization in the disciplines that support resilience.

PRC-4: Enterprise Risk Management

Sat., March 16, 9:00 a.m. - 5:00 p.m.

Sun., March 17, 8:30 a.m. - 11:30 a.m.

$1,495 per person (For quality purposes, this course is limited to minimum 15 participants, maximum 30 participants)

Presenters: Glen Boyls, Ted Dann and Warren Murdoch

Registration For This Course Is Closed

Boyls Dann Murdoch

Finally, 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

  • DRJ special - Strategies for implementing an innovative and effective risk management program

This is a highly interactive course also includes the review and discussion of a high-profile business case.

This course applies the lessons learned from the Global Financial Crisis ... and failures that continue to occur today. The course also reflects our thought leadership and the best practices from the most respected governance, risk management and compliance organizations including the Weinberg Center for Corporate Governance, Committee of Sponsoring Organizations, International Standards Organization, Risk and Insurance Management Society, Casualty Actuarial Society, Basel Committee on Banking Supervision, the Business Continuity Institute, and the Disaster Recovery Institute International. The AMXi body of knowledge 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.

Course leaders are seasoned, top-talent professionals with over 20-years of practical hands-on experience with the Big-4, or as corporate executives, government executives or subject matter experts. We also maintain financial independence from public accounting firms, rating agencies, insurance brokers, standards organizations, framework providers and software vendors. Our discussions, presentations and advice are uncompromised.

Glen Boyls, economist and CBCP, has helped Fortune 500 clients achieve more than $1 billion in stakeholder value through financial and operational improvements. He is an Ernst & Young alumnus and an expert at leading cross functional teams through complex and challenging projects.

Ted Dann, CPA and ARM, has extensive controller and risk management experience, including risk mitigation and managing a company’s total cost of risk.  He is an enterprise risk management practitioner with experience applying frameworks, eliminating silos and protecting corporate reputations.

Warren Murdoch has extensive analytics experience in energy and financial markets.  His expertise includes complex risk models, derivatives, hedging, collateralized debt obligations, fixed income, curves, credit risks, foreign exchange, commodities, scorecards, simulation tools, FEA, FinCAD and SAS.