Breakout Track 4

Breakout Track 4


Breakout Track 4 – Session 1

Stop Dreading and Start Living Business Impact Analysis (BIA) … A Heretics Approach

Tuesday, March 27, 2018
8:15 – 9:15 a.m.

Tamara Zinn

Tamara Zinn

During this interactive session, we will explore an approach to creating a living breathing BIA process. By leveraging techniques that embed key data points into our plans, we evolve our BIAs into user friendly workflows and add creative intake methods that allow us to focus on fortifying plans based on what’s new or changing, lessons learned, and our firm’s risk appetite. These relatively simple techniques can be implemented using basic tools like Word and Excel or many vendor solutions.

About Tamara Zinn
Tamara Zinn is a seasoned BR/DR veteran with over 10 years’ experience in Crisis Management, Business Continuity and Operational Risk Management. Her role has included the implementation and benchmarking of a firm-wide business continuity platform, for a major Financial Investment firm.


Breakout Track 4 – Session 2

Work-At-Home: The New Recovery Panacea?

Tuesday, March 27, 2018
8:15 – 9:15 a.m.

Barney Pelant, Barney F. Pelant and Associates, LLC

Barney Pelant

Work-at-home is fast becoming a predominate strategy for work area recovery. How did this happen and is it a viable long term recovery strategy? Is it applicable to all areas of your work force or is it a faux panacea for not investing in the real recovery needs of your organization? During this session we will look at the positioning and viability of the work-at-home recovery strategy, the strengths and weaknesses of this strategy, and what it takes to make it a viable strategy that you can depend upon for your organization. Bring your thoughts, questions and issues to this interactive session and walk away with a plan for your program.

About Barney Pelant
Barney Pelant is owner and director of Barney F. Pelant and Associates, LLC
( His professional background includes more than 35 years focusing on Business Continuity Planning, disaster prevention and recovery.


Breakout Track 4 – Session 3

Resiliency Leadership: ‘The Only Easy Day Was Yesterday’

Tuesday, March 27, 2018
8:15 – 9:15 a.m.

John Liuzzi, Southern Glazer’s Wine and Spirits
James Holt, Continuity Logic

Read interview with Speaker

John Liuzzi James Holt

So, what does it take to be a Business Continuity leader in today’s world? With the frequent and seemingly endless occurrences of natural and man-made disasters, the demands of leading an effective Business Continuity Program are more challenging than ever before for anyone in any organization no matter how big or small. The most admired and successful companies in the world recognize that in order for them to meet these challenges and ensure organizational survivability, they must embrace resiliency.

How do they do it? More importantly, how do you as a Business Continuity leader develop and establish a culture of resiliency and preparedness in your organization? This informative session will discuss easy to understand principles, concepts, and best practices that have been adopted by the world’s leading organizations in order to develop and sustain an effective resiliency based Business Continuity Program. Most importantly, this session will present a real-world case study on how these principles were applied and put to the test in the fall of 2017 when hurricane’s Harvey, Irma, and Maria, in three consecutive weeks, impacted the business and challenged the leadership of one of America’s most successful and admired organizations.

Learn how the tenets of leadership, preparedness, and resiliency were leveraged during these back-to-back-to-back catastrophic disaster events to support both humanitarian and business recovery efforts across three different geographic regions. Finally, this session will also feature some practical suggestions and insights on how to drive the business transformation process that can help your program achieve world-class Business Continuity results by adopting resiliency initiatives.

About John Liuzzi
John Liuzzi is a senior level executive with over 30 years of management experience in both the public and private sectors.

About James Holt
James Holt is an Executive Vice President for Continuity Logic, A Gartner Magic Quadrant Leader in Business Continuity Management Planning.


Breakout Track 4 – Session 4

Managing UP During a Crisis

Tuesday, March 27, 2018
8:15 – 9:15 a.m.

Mary Herbst, Best Buy
Scott Ream, Virtual Corporation

Read interview with speaker

Mary Herbst Scott Ream

Events can happen on any day at any time. Hurricanes Harvey and Maria, workplace shootings, employee family crises, to name just a few of the events managed by your Incident Command Team or ICT. Coordination of decision-making and monitoring teams in action is a key part of the job as well as handling the communications, expectations, and requests of Senior Leaders.

In this presentation, hear from Mary Herbst, Best Buy’s Enterprise Business Resiliency Director, from her many years’ experience at a variety of organizations how she and her Incident Command Team have learned through live ‘fire drills’ how best to keep executives engaged and supportive. Mary will be joined by Scott Ream, CEO and President of Virtual Corporation who will add his incident command experience to the discussion.

About Mary Herbst
Mary Herbst is currently the director of business resiliency for Best Buy Corporation where she leads a team encompassing all of these disciplines.

About Scott Ream
Scott Ream founded Virtual Corporation in 1994 specifically to assist organizations with implementation of appropriately scaled, sustainable business continuity programs.


Breakout Track 4 – Session 5

Emergency Communications: BCI
Annual Report and Practitioner Perspectives

Tuesday, March 27, 2018
8:15 – 9:15 a.m.

Heather Merchan, BCI US Chapter
Alice Kaltenmark, BCI US Chapter
Frank Perlmutter, BCI US Chapter
Frank Lady, BCI US Chapter

Read interview with Speaker

BCI Certified

Is your organization appropriately equipped, rehearsed and ready to issue emergency communications, and to receive responses back? Can you account for your people when concerned for their safety?

BCI Board members will review the highlights of the annual BCI Emergency Communications report, and engage a panel of practitioners to share insights and lessons learned from implementing the solutions.

You will leave this session armed with key themes, facts and figures from the BCI Emergency Communications Report, along with tips and insights from fellow practitioners to aid you in evaluating and enhancing the effectiveness of your own capability.

About Heather Merchan
Heather Merchan, BCI US Chapter President

About Alice Kaltenmark
Alice Kaltenmark, BCI US Chapter Vice President

About Frank Perlmutter
Frank Perlmutter, BCI US Chapter Treasurer

About Frank Lady
Frank Lady, BCI US Chapter Secretary




Next Event

DRJ Fall World '18
September  23-26, 2018
Phoenix, AZ

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