Breakout Track 5

Breakout Track 5 Tuesday, October 1, 2019: 9:30 a.m. - 10:30 a.m.

Breakout Track 5 – Session 1

Ready to recover to the cloud? Be sure to consider these things first.

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Joseph George, Sungard Availability Services

Joseph George

You recognize the advantages of cloud recovery. You're ready to get started. But before you jump in, there are a number of questions you should ask and changes you should prepare for. What are the cost implications, and what level of performance will you get? Will transitioning to a cloud-based recovery solution speed up your recovery? Should you do it yourself or partner with a provider? Should you recover in a service provider's environment or to the public cloud? What about your work loads running in a public cloud? In this presentation, we'll take an in-depth look at these and other key factors to consider when adopting a cloud recovery strategy.

About Joseph George
Joseph George, Vice President of Product Management at Sungard AS, joined the company in September 2013. He is responsible for product management for the Recovery as a Service (RaaS) portfolio as well as Managed Hosting. He is a highly experienced technology product management leader, strong understanding of technology, extensive business management experience and proven analytical skills.

Previously George was with NetIQ, a global enterprise software company, for eight years in various business management roles. Most recently, he served as Director of Business Operations & Program Management for all products, prior to which he led the Application and Performance Management product management team. Before joining NetIQ, George held several product management and engineering positions with IBM /Tivoli over a seven year period. Prior to that, George worked in various engineering roles at Nortel Networks, Texas Instruments and Wiltel/Worldcom.

Joseph George holds a Master of Business Administration (MBA) degree from The University of Texas at Austin – The McCombs School of Business, a Master of Science (MS) degree from Mississippi State University and a Bachelor of Technology degree from the University of Kerala, India. He holds several patents and is a frequent author of technical articles and blogs for CIO and

Breakout Track 5 – Session 2

Learn to Think Like a Resilient Leader – Then Become One!

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Keith Frederick, Frederick & Associates

Keith Frederick

See, think, and lead differently during periods of change, turmoil, or chaos. Resilient leaders cultivate a positive mind-set and consistently perform better when facing challenging situations. During this session, the speaker will define resilience, identify work drains, conduct a resilience assessment, and facilitate a creative discussion focusing on the important characteristics and techniques to becoming a more resilient leader.

About Keith Frederick
Keith Frederick is a thought leader and solutions consultant in organizational resilience.
For two decades, he has been serving, protecting, and defending organizations against risks and threats that pose significant impact to every aspect of the business. Most recently, he served as the Head of Organizational Resilience, Duke Clinical Research Institute at Duke University.

His prior background in public safety, strategic and operational leadership, risk management, and consulting roles lend itself to his unique perspective and deep understanding, knowledge, and appreciation about the importance of organizational resilience. Keith has managed and led complex preparedness, continuity, and recovery projects in regulated environments, such as, technology, financial, healthcare, insurance, research, and the U.S. government.

Breakout Track 5 – Session 3

Vendor Resiliency - Are you protected during an unplanned outage?

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Carl Russell, Fidelity Investments

Carl Russell

Every Business Continuity Professional at some point in their career will be have to work with a vendor as a result of an outage that impacted operations. As you review the event, will you stop and ask yourself "What could I have done better to prepare for the outage." There are many great "take aways" that a new or seasoned BCP can take from this topic. You need to make sure you have vendor resiliency program within your organization. How robust is the language in your contracts to protect your company during an unplanned business interruption. Do you know what PADU stands for and how to use it in your program? Do you work with legal during contact negotiations? I will share best practices to make your program more resilient during the contract and onboarding phases. From there, does your program have dedicated employees to manage those relationships? Do you collect and review their BCM documentation? Are you comfortable with their plans to cover your company during an outage? How do you document Internal Vendor Plans to protect your own interests and in the lack of those plans, do you have Succession Plans (e.g. Alternative vendors or plan is no plan). Lastly, does your program conduct tabletops with your most critical vendors to ensure their resiliency? If not, why are you not doing them? Lastly, if you come to my session I will share proven solutions to make your vendor resiliency plan more robust.

About Carl Russell
Carl Russell has been in the Business Continuity Profession for over 26 years. He currently is a Senior Director, Business Continuity with Fidelity Investments and have been working here for 17 years. He brings a wealth of institutional knowledge on Event Management as well as other major areas of a BCM program. He has managed some large scale events at his company. Most notable was Super Storm Sandy. He spent eight years of his life serving in the US Army and participated in Operations Desert Shield and Storm in 1990 and 1991.

Breakout Track 5 – Session 4

Working from Home during a crisis: best practices and strategies

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Dan Perrin, Regus
Stephanie Samuels, Voya Financial

Dan Perrin Stephanie Samuels

Many organizations use a multi-faceted approach when it comes to recovery. Some processes are critical and have very short RTOs while numerous operations and staff can manage their work from home or another remote location. We've commissioned an extensive survey where we will share the finding and best practices that were identified. We will share the methods used by these well-organized firms and the successes and drawbacks when activating their WFH programs. Voya uses WFH to support some of their teams during a crisis; Stephanie will share a case study and review details of their approach which allowed them to be able to continue operations with virtually no downtime.

About Dan Perrin
Dan Perrin runs the Workplace Recovery Group within Regus, an International Workplace Group company. Dan has been with Regus since 2005 and has worked in the Workplace Recovery division since 2012.

Dan and his team manage and assist several thousand clients globally using the Regus platform of over 3000 locations to design, implement and run their clients testing and people recovery efforts.

About Stephanie Samuels
Stephanie Samuels works for Voya Financial, managing its Business Resilience Office (BRO).  The BRO manages all enterprise aspects of business continuity and crisis management.  Stephanie manages and is responsible for the testing of continuity planning and alternative program solutions. She also maintains and tests Voya’s Alternative Workplace Recovery program and manages the annual testing of this program across Voya’s primary U.S. sites, reassessing the program as needed to fit current processes and geographic needs. Prior to joining Voya, Stephanie was with MassMutual Financial Group for 15 years. 

Breakout Track 5 – Session 5

Utilizing an ERM Framework to Improve Your Organizational Resiliency Program

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Cary Jasgur, Mazars USA

Speaker Spotlight

Cary Jasgur

Unacceptable risks surround every organization's daily activities; successfully managing risks can go a long way in assisting organizational planning. What if there was a methodology to help organizations better prepare and plan for those unforeseen risks? ERM is that methodology.

ERM allows for the identification of risks as a part of doing business. This interactive session evaluates how Organizational Resiliency (OR) supports ERM to enable business objectives. ERM allows for the identification and assessment of risks, the development of a proper response, policies, and procedures for addressing unplanned risks, and communication and monitoring activities. With the successful implementation of ERM, BC/DR Professionals develop better plans; devise more accurate responses and safeguard their organizations against planned and unplanned risks.

ERM and OR Programs align by using twin risk methodologies, from an overarching organizational lens, rather than just focusing on a particular vulnerability. Understanding the history and context of ERM helps to raise the bar for BC/DR Professionals. This session enables that discussion and challenges the attendees with creating a common ground.

About Cary Jasgur
Cary Jasgur has over 25 years of experience in various aspects of technology management; 23 years’ experience in leadership and employee development, 23 years’ experience in business continuity and disaster recovery; and 25 years’ experience in finance and budgeting. Those areas include; project and program management, business impact analysis, business continuity, disaster recovery, emergency management, continuity of operations (COOP), information systems security officer (ISSO) duties, FISMA compliance, network administration and support, help desk management, desktop service and support, telecommunications and supply chain and vendor management. Cary has a solutions-driven professional with an extensive and diversified background in a wide range of functions that includes information assurance, security analysis, risk assessment (to include risk identification analysis, awareness, and mitigation practices), strategic planning, technical writing, requirements analysis, facilitating meetings, leadership and management practices including the principles of knowledge management and configuration management.

Cary has extensive experience in all aspects of Organizational Resiliency across multiple industries. He has spoken at several industry conferences on a variety of topics within the Organizational Resiliency space.


Breakout Track 5 – Session 6

Getting Beyond just “DR”: Precisely Defining Resiliency

Tuesday, October 1, 2019
9:30 a.m. – 10:30 a.m.

Clifford Barcliff, Veritas

Clifford Barcliff

Technology vendors all use some variant of the word “resiliency” when describing their products and services. It is used so often that it has lost any meaning to an enterprise. In this session, we will establish the precise attributes that are integrated into a solution or service that makes it “resilient”: automation; risk measurement; orchestration; visibility. In addition, we discuss getting beyond “just DR”. Participants will leave with concrete ideas on measuring their own services and that of third parties and IT vendors.

About Clifford Barcliff
Clifford Barcliff, in his current role as an Evangelist for Veritas, travels around North America advising customers as to the role IT plays in Business Continuity programs. In his 30-year career in Information Technology, Clifford has been a sole proprietor of a systems support practice, an operations manager, technical trainer, consultant, a VAR, and now a vendor.

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