Pre Conference Classes

Pre-Conference Classes

About Pre/Post Courses

Earn up to 16 CEAPs by attending a pre- or post-conference course! Many courses offer limited space, so sign up early.

These courses require separate registration and fees.

Note - A class may be cancelled if the minimum number of registrants is not met.

Pre-Conference Course 1

Design a Highly Effective Crisis Management Team for Your Organization


Sat., Sept. 22, 8:00 a.m. – 5:00 p.m.

$1450 per person

Regina Phelps

Regina Phelps

A well-trained Crisis Management Team (CMT) is critical to manage the many threats facing our companies today. Clearly identifying how they are organized, what their roles and responsibilities are, how incidents are assessed, and how it all comes together when the team and plan are activated is the hallmark of a fully-functional team and program. An Emergency Operations Center (EOC) is critical for effective management of an event. It allows for command, control, and communication, and also helps to prevent the formation of “silos” that commonly develop in an emergency environment. How do you do all of this virtually and make it work? This workshop covers everything you need to know to design, develop, train, and exercise your CMT, and organize your EOC to manage the most difficult incident.

CMT Development

  • The CMT – Who should be involved.
  • Team methodologies, including the Incident Command System.
  • Incident assessment, team, and processes.
  • Incident Action Planning.
  • Role of senior management.

EOC Development

  • Risk assessment – Where to have one.
  • Physical design factors.
  • Equipment and tools.
  • Communication concerns and solutions.
  • Sustained operations.
  • Forms and processes.
  • Virtual EOCs.

For more course information email or call 415-643-4300.

About Regina Phelps
Regina Phelps, CEM, RN, BSN, MPA, president, Emergency Management and Safety Solutions, is an internationally recognized thought leader in the field of emergency management, pandemic, and contingency planning. Since 1982, she has provided consultation, training, and speaking services to clients on four continents.

Pre-Conference Course 2

ICOR’S CE 1000: Essential Knowledge of Critical Environments


Sat., Sept. 22, 8:00 a.m. – 5:00 p.m.
Sun., Sept. 23, 8:00 a.m. – 11:30 a.m.

$1495 per person

Jim Nelson

Jim Nelson

Essential Knowledge of Critical Environments is designed for those newer to working in the critical environment or those in information technology management seeking to understand the critical environment facility. It is the first in a series of ICOR courses for those who work in the critical environment. The focus of CE 1000 is on creating a base set of knowledge for those working in critical environments such as data centers, call centers, research and development, hospitals, clean rooms, banking/trading floors, broadcasting sites, and manufacturing facilities. Includes practical activities that focus on problem solving to bridge theory with learning that can be applied immediately on the job.

Course outline:
1. The Evolution of Critical Environments – Philosophy & Lessons Learned
2. Building a Critical Environment – Starting Logic
3. Infrastructure – Up time Tiering
4. Measuring & Reporting for Successful Capacity Planning
5. Procedures: What Should you Have?
6. Maintenance of Critical Infrastructure
7. Individual Components of a Critical Environment
8. Aesthetics: What a Critical Environment Should Look Like

Credentials: The Critical Environments Technician Associate (CETa) certification exam will be offered online at the convenience of the student.

For more information regarding this course contact ICOR at: or at 866-765-8321 or 630-705-0910.

About Jim Nelson
Jim Nelson, president of Business Continuity Services, Inc., and is the founder and currently serves as the chairman of the board of directors for The International Consortium for Organizational Resilience (ICOR).

Pre-Conference Course 3

IT/DRP/Certified Business Resilience IT Professional

Sat., Sept. 22, 8:00 a.m. – 5:00 p.m.
Sun., Sept. 23, 8:00 a.m. – 11:30 a.m.

$1,695 per person

Rick Wellman

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 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. Learn more about this course and certification at
or call 1-888-962-7224.

About Rick Wellman
Rick Wellman, a senior business continuity and resilience trainer and consultant for BRCCI, is a highly skilled subject matter expert with more than 25 years of training and consulting experience.

Pre-Conference Course 4

ICOR’S BCM 4000 – ISO 22301 Assessor Workshop


Sat., Sept. 22, 8:00 a.m. – 5:00 p.m.
Sun., Sept. 23, 8:00 a.m. – 11:30 a.m.

$995.00 per person

Lynnda Nelson

Lynnda Nelson

Attend this one and a half day workshop and learn how to align your BCM program to the requirements of ISO 22301. Gain an understanding of the key practices of a business continuity management system for organizations of all sizes and the essential elements of the following standards: ISO 22301, ISO 22313, ISO 19011, ISO 17022.

Using the ISO 22301 Maturity Model as a tool for measuring alignment to ISO 22301, attendees receive an electronic copy of the self-assessment tool as part of the workshop fee (a $995.00 value) and will use the tool during the case study activities. The workshop also includes a review of the ISO 22301 self-declaration of conformity process.

The workshop reviews the following topics:
Part 1: Requirements for a Business Continuity Management System, the Role of the Auditor and the Audit Process
Part 2: Developing Strategies to Mitigate Risk and Continue Operations
Part 3: BCM Program Implementation
Part 4: Developing a BCM Culture
Part 5: Program Maintenance and Improvement

For more information regarding this class contact ICOR at: • phone: 1-866-765-8321 or +1630-705-0910.

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

Pre-Conference Course 5

Reimagining Personal Resilience: Improving Situational Awareness Skills

Sun., Sept. 23, 8:00 a.m. – noon

$695.00 per person

Robert Chandler

Robert Chandler

Situational Awareness (SA) is the ability to identify, process, and comprehend information about how to best manage or perhaps even survive in an emergency. Stated simply, it’s knowing what is going on around you, understanding what it “means” and having the best opportunity to successfully respond Situational awareness is a dynamic and higher order skill set, and is hard to enact, maintain and sustain, as well as all too easy to lose. It is a key aspect of personal resilience and success in many circumstances – sometimes even the difference between life and death.

This engaging session will cover ways you can better understand SA, its key role in personal resilience, as well as specific ways to improve your SA knowledge, skills and abilities – before you next need it in a critical situation. This includes factors such as: predictive monitoring, identifying environmental elements, intuition, managing information overload, mindfulness, temporal spatial recognition, fatigue endurance, and behavioral monitoring.

The workshop will review the core concepts, traits, characteristics, and factors of situational awareness. A Self-assessment of your situational awareness knowledge, skills and abilities will be discussed. We will Identify key focal areas for improvement of your situational awareness knowledge, skills and abilities. And finally, practice key techniques associated with situational awareness knowledge, skills and abilities.

For more course information email:

About Robert Chandler
Robert C. Chandler, Ph.D. (University of Kansas) is an internationally recognized expert on multiple aspects of communication and human interaction in specialized contexts. He currently holds an academic appointment as a Professor at Lipscomb University.

Pre-Conference Course 6

Developing Workplace Violence and Active Assailant Preparedness Plans
Sponsored by KETCHConsulting

Sat., Sept. 22, 8:00 a.m. – 5:00 p.m.

$1200.00 per person

Dave Hunt

Dave Hunt

As the number and variety of threat incidents continue to expand, it is imperative to incorporate prevention, response and recovery capabilities in corporate continuity programs.

This full-day training will address what your company should be doing to be in compliance with the American National Standard on Workplace Violence and Intervention, and with recent interpretations of the OSHA General Duty clause.

The class will present strategies for prevention, protection, mitigation, response and recovery from a broad range of incidents, including domestic violence affecting the workplace, and cover the process for development or revision of a robust preparedness program.

In addition, discussing the issues and potential solutions, the course will cover a comprehensive process to develop preparedness, response and recovery plans and capabilities. Including ways to get buy-in from senior leadership to endorse preparedness efforts. A wide array of exercise topics, will also be discussed to challenge the company’s capabilities to respond and implement the plans.
Participants will learn facilitation techniques and strategies for selecting drills, tabletop exercises, functional and full-scale exercises. The class will discuss pitfalls to avoid in designing and implementing these types of exercises. Students will be provided exercise concepts they can tailor for crisis management teams; conducting notification drills; a variety of exercises; and recommendations for coordinating with responders

For more course information email or call 484-919-2966.

About Dave Hunt
Dave Hunt, Homeland Security Consulting, LLC- is a national subject matter expert on active assailant preparedness, with over thirty years of responder experience in law, fire, EMS and Hazmat.

BCI Pre–Conference Course

The BCI BIA Master Class

Sat., Sept. 22, 8:30 a.m. – 5:30 p.m.

$695 per person

Betty Kildow, Kildow Consulting

Ted Brown

This course is designed to provide participants with one day focused entirely on how a BIA is carried out in an organization. It combines a presentation on the theory and current good practice on doing a BIA with a real-life application of this theory. It is delivered by an expert facilitator to share hints, tips and lessons learned on the BIA process. Actual BIA client results will be reviewed. You will have the opportunity to take part in a facilitated practical session to carry out a BIA using a case study with example questionnaires and templates to take away. This course is for those BC professionals who are responsible for carrying out a BIA at a Strategic, Tactical or Operational level within their organizations, and for those who require a better understanding of this essential part of the BCM Lifecycle.

About Betty Kildow
Betty Kildow FBCI, CBCP, is principal of Kildow Consulting where for more than 20 years widely diverse companies and organizations have benefited from her expertise and real-world approach to addressing the challenges in developing and maintaining a high level of business continuity capability.Giuliani. The Hall of Fame recognizes leading contributors to Business Continuity.


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