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Dr. Steven B. Goldman | MIT

DRJ Fall 2019 | Sunday, September 29, 2019 | Sunday Workshop Session 5 | 1:00 p.m. – 3:30 p.m.

A vibrant and effective combination of lecture, interactive discussions, small-group team activities, videos, and a question-and-answer session are the things Dr. Steven Goldman promises for his DRJ Fall 2019 presentation.

He will also give advice on how to conduct an effective drill and exercise critique with senior management present.

Goldman’s presentation, titled “Successful Drills & Exercises: Here’s How,” is set for one of DRJ Fall 2019’s Sunday Workshop sessions.

He is senior lecturer for the Massachusetts Institute of Technology. He has worked for 10 years at MIT and more than 35 years in all aspects of the business continuity and disaster recovery profession.

According to Goldman, like most people in this profession, he was assigned to his job. He ended up enjoying the varied aspects of what he does. He has been a responder in actual crises and emergencies and has written or improved many corporation and government agency BCP, DRP, and crisis communications plans and procedures. He has trained all levels of response staff, from CEOs down.

“My specialty is realistic drills and exercises,” he said. “Thus, I have experience in crisis response at several levels. I enjoy sharing my experiences so others may learn.”

During this hands-on workshop, attendees will learn how to develop, set up, conduct, and critique a successful business continuity and disaster recovery exercise. Participants will master the aspects of effective exercise preparation and execution, including company policies. They will learn how to avoid common pitfalls during the development process and how to anticipate and resolve potential problems.

With his lively style and real-life examples, Goldman will use a vibrant and effective combination of lecture, interactive discussion, small-group team activities, videos, and question-and-answer session during his DRJ Fall 2019 presentation. He will lead the class through interactive discussions and successful exercise development.

“When it comes to crises and disasters, company or agency management can’t say, ‘We didn’t expect it,’” said Goldman. “They should have expected it. Management can’t say, ‘We aren’t prepared.’ They should have been prepared. There are no excuses.”

Goldman said he can’t sing or dance. “I have no musical talent, but I can speak in front of an audience of any size and give damn fine lectures.”

He employs a combination of providing experience-based topic information coupled with humor and audience interaction.

“My attendance ratings at DRJ and elsewhere are always very high,” he said. “I say that with pride and also with an appreciation for my audience.”

A presentation handout will be available on the DRJ conference session website after Goldman’s presentation.

He said DRJ Fall 2019 attendees won’t want to miss his presentation because he will give the “best advice ever for how to prepare to give a great talk or speech.”

Goldman is an internationally recognized expert and consultant in business continuity, crisis management, disaster recovery, and crisis communications. He has more than 35 years of experience in various aspects of these disciplines, including program management, plan development, training, exercises, and response strategies. His background is comprehensive yet unique because he has been a professional engineer, corporate spokesperson, manager of media relations, business continuity planner, crisis responder, consultant, and a Fortune 500 company’s global business continuity program manager.

In addition, Goldman has written or improved many corporation and government agency BCP, DRP, and crisis communications plans and procedures. He has trained all levels of response staff, from CEOs on down. His specialty is realistic drills and exercises for clients worldwide. He also mentors BCP professionals to improve their programs and careers.

Goldman has published many articles and conducts several seminars annually on the various aspects of crisis management, communications, BCP, and DRP. He is co-founder and senior lecturer at MIT’s “Crisis Management & Business Continuity” professional education summer course.

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Nicholas Meyer | American Family Insurance
William Marotz | American Family Insurance

DRJ Fall 2019 | Tuesday, October 1, 2019 | Breakout Track 4, Session 1 | 8:15 a.m. – 9:15 a.m.

Strategic use of the question “why” can build organizational awareness, understanding, transparency, and ultimately, buy-in for the business continuity and disaster recovery program. This “insider tip” is only one thing attendees will learn if they attend this special DRJ Fall 2019 session.

This session, co-presented by Nick Meyer, IT disaster recovery senior analyst, and Bill Marotz, IT disaster recovery specialist, is titled “Program Initiation Recovery – What to Do When the First Step Fails.”

Meyer, CBCP, and Marotz, MBCP, MBCI, are employed with American Family Insurance.

The pair will lecture with strong encouragement from their audience for participation and feedback. The presenters will ask direct questions which they believe are relevant and will solicit a response. The content is designed to present situations which are common in new business continuity and disaster recovery programs. In addition, they will discuss strategies on how to overcome challenges and make good use of opportunities to build a strong BC/DR foundation with the organization.

Meyer has 17 years of experience at American Family and three years in the BC/DR profession. Marotz has nearly three years of experience at American Family and 34 years in the BC/DR industry.

This DRJ Fall 2019 session I geared toward people who are new to the BC/DR profession.

“This is a discussion of strategies and behaviors that can be used to get and maintain the support you need to run a successful BC/DR program,” says Meyer.

The presenters will offer valuable insider tips. One fact they will share with attendees is with transparency and honest assessment, professionals can build support for a BC/DR program. Participants will also learn the “power of WHY.”

Meyer has enjoyed growing his interest in organizational resilience and desire for new challenges. “Overcoming adversity is a challenge that gets me engaged.”

He also believes prevention is extremely important. “A good BC/DR program reduces or prevents the impact of ‘disaster’ to an organization – and the challenge then becomes perfecting the prediction and response behaviors to avoid disasters.”

His work in computer operations, programming, PC networking, satellite communications, and disaster response data communications help him in the BC/DR industry. He also studied anthropology and archaeology. He is happily married. He and his wife have three children and live in southern Wisconsin. He is fond of doing home improvements, board gaming, craft beer sampling, and running long distances.

Marotz adds that he loves “computers, math, and problem solving.” His experience in computer operations as an operations analysist and as a Y2K North American project manager are also beneficial in the BC/DR industry.

He has a college degree and has been happily married for 45 years and counting. He enjoys reading science fiction and fantasy novels and relishes the role of grandfather and great grandfather.

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Melanie Lucht | Carnegie Mellon University

DRJ Fall 2019 | Monday, September 30, 2019 | Breakout Track 1, Session 1 | 1:30 p.m. – 2:30 p.m.

In a recent peer review of seven top-tier higher educational institutions, only two organizations incorporated emergency management and business continuity into their ERM programs.

“Manage a risk or manage a crisis?” said Melanie J. Lucht. “Identifying and capitalizing upon the common threads between emergency management, business continuity, and enterprise risk management will not only streamline processes and improve communications, it will strengthen organizational resiliency.”

Lucht, MBCP, MBCI, CIC, CCM, will present “Emergency Management, Business Continuity, and Enterprise Risk Management – Bringing It All Together in the Name of Resiliency” at DRJ Fall 2019.

According to Lucht, enterprise risk management is an evolving and growing discipline where many organizations continue to learn as they go. Ideologies which work for one will not work for others. Although many organizations dedicate significant time and resources to emergency management, there are greater opportunities to develop these areas under an ERM framework to strategically sense and proactively address areas of risk that have the potential to impact the organization.

During her presentation, Lucht will share with attendees that even though many organizations dedicate significant time and resources to emergency management, there are greater opportunities to develop these areas under an ERM framework to strategically sense and proactively address areas of risk that have the potential to impact the organization. Attendees will learn how Carnegie Mellon University was able to achieve this by focusing on supporting organizational resiliency that aligns to the strategic mission and values of the university.

She is associate vice president and chief risk officer of enterprise risk management for Carnegie Mellon University. She has held this position for one year but worked in risk management for 22 years. She has been in the disaster recovery and business continuity profession for 13 years. In her current role, she oversees environmental health and safety, disaster recovery and business continuity, emergency preparedness, and risk operations.

Lucht will give a lecture and use a PowerPoint for her DRJ Fall 2019 presentation. In addition, she plans to use storytelling, real-life examples, and questions from the audience to guide her presentation. Attendees will learn how different aspects of organizational resiliency can be successfully managed under one reporting structure.

As a former insurance underwriter, Lucht immediately saw the ROI in proactive planning, preparation, and exercises to mitigate the impact of disruptive events.

“My passion as a business continuity professional blossomed as I realized the opportunity to learn everything about how an organization functions, the fulfillment of building relationships with the people who make an organization function, and the work that is done to ensure organizational resiliency can truly make a difference in people’s lives,” said Lucht.

Her tenure with Carnegie Mellon began in 2013 as the senior manager for Disaster Recovery and Business Continuity Services. In August 2018, she was promoted to associate vice president and chief risk officer. Prior to her years at Carnegie Mellon, she was the vice president for Enterprise Business Resiliency at PNC Financial Services and has an extensive background in the insurance industry.

In 2017, Lucht was recognized internationally by the Business Continuity Institute as Continuity and Resiliency Professional of the Year for the private sector. In 2018, she successfully completed the first offering of the chief risk officer executive education program at Heinz College. Lucht was the only woman in the class of 16 executives. She was a member of the project team which achieved top honors in the program.

She serves on the advisory boards for Terra Dotta and Fusion Risk Management and is a member of the Carnegie Mellon Women’s Association. She received a bachelor’s degree in criminal justice and a master’s degree in administration of justice from Mercyhurst College.

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Yumiko Sato | Japan Airlines Co., Ltd. (JAL)

DRJ Fall 2019 | Monday, September 30, 2019 | Breakout Track 2, Session 5 | 2:45 p.m. – 3:45 p.m.

Haneda Airport in Tokyo’s metro area, is the third-busiest city airport system in the world. In 2017 alone, the airport handled 86 million passengers.

Recently the airport was closed for three days, Japan Airlines recognized the need for a strategic BCP to assure commercial aircraft operations could resume from an alternative airport. Sato and her team immediately implemented its BIA plan and developed a strategic BCP to resume JAL flights from alternative airports within 72 hours.

Japan is a disaster-prone country. As a result, Tokyo faces the risk of a large-scale earthquake in the metropolitan area. The operation of the airlines is also affected by the weather, which can be another major risk management issue.

Yumiko Sato, manager - risk management General Affairs, has been leading Japanese Airlines’ business continuity plan as head of the project team this past year. The scope of the plan is for a possible catastrophic earthquake in the Tokyo Metropolitan area.

Ms. Sato will bring her case study to DRJ Fall 2019 when she co-presents with Noriyuki Sakamoto, chief consultant of business resilience and risk management, for Tokio Marine and Nichido Risk Consulting Co., Ltd. , and Yasuhiko Iwasaki asst. manager - risk management General Affairs, Flight Operations Administration, Administration Dept. Taiwan and International Relations and Alliances of China. The group’s presentation is titled “The Strategic BCP for Japan Airlines.”

They’ll also include a question-and-answer session during their presentation. In addition, they will share real-life examples and insider tips such as how professionals can create strategies based on the level of damage in order to resume “business as usual.”

Sato has worked in her current position for a year. “I have been assigned to the project because I have been in charge of many company-wide projects and have knowledge of the airport site,” she said.

Sato has held a variety of important positions, including vice president of Kita-Kyushu’s airport office at Japanese Airlines and also a management spot on Tokyo’s Organizing Committee of the Olympic and Paralympic Games.

When she isn’t working in the BC/DR field, she enjoys gardening and kimono and tea ceremonies.

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Phil Lambert | Ripcord

DRJ Fall 2019 | Sunday, September 29, 2019 | Sunday Workshop Session 2 | 1:00 p.m. – 3:30 p.m.

Phil Lambert plans to share stories, answer questions, and brainstorm to connect with his audience at DRJ Fall 2019. He also has multiple handouts to provide for attendees.

During his presentation “People, Not Paper: Resiliency Begins with Training,” Lambert will lecture, lead whole-group discussions, and provide hands-on learning for attendees at his session.

“I will facilitate with the collaboration and assistance from the people in the room,” he said.

According to Lambert, people are taught to build plans. “But it’s the participation in the process of developing plans that really prepares an organization to respond, restore, and recover well.”

“How do we get people to participate in the program?” is one of the questions Lambert intends to ask his audience.

In addition, he will share insider tips such as how to establish buy-in, ownership, and participation. He also said professionals should make it as easy as possible for people to participate in programs.

“People don’t use plans,” he said. “They respond intuitively.”

Lambert, MBCI, CBCP, is founder and program architect for Ripcord Solutions. He has been in his current position for 13 years and the business continuity and disaster recovery profession for the past 24 years.

He said a company opportunity motivated him to join the current profession. He knew after initial training this was the career field for him.

“The work we do is uniquely important even if others don’t embrace it,” he said. “It’s my job to provide the help they need to understand not only the value preservation but value creation we provide.”

Lambert has engaged with numerous companies of all sizes. “I know what works to engage senior leadership.”

He earned a bachelor of science degree when he turned 50. He’s now been married for 44 years to the same woman. They have six grandkids and one dog.

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