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., March 23, 8:00 a.m. – 5:00 p.m.

$1,450 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

IT/DRP/Certified Business Resilience IT Professional

Sat., March 23, 8:00 a.m. – 5:00 p.m.
Sun., March 24, 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 missions, 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.

The training provides a step-by-step methodology to ensure a reliable and effective IT disaster recovery and continuity plan, consistent with the industry's standards and best practices such as:

ISO 22301: 2012 Business Continuity Management Systems – Requirements
NFPA 1600: Standard on Disaster/Emergency Management and Business Continuity Programs
ITIL v3: Information Technology Infrastructure Library

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 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. The class fee includes the optional certification testing and processing. Learn more about this course and certification at or call 1-888-962-7224. For more information on this course please contact

About Rick Wellman
Rick Wellman, 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 3

Cybersecurity – How to Execute a Cybersecurity Exercise, A Management Primer for Business Continuity Practitioners

Sat., March 23, 8:00 a.m. – 5:00 p.m.

$1,200 per person


This course will provide the participants with an overview of the threat landscape that exists for all entities (corporate, government, or combination). In-depth discussion on how business continuity, cyber security, and physical security can work together. A discussion on what types of techniques and tools are available to address the threats and the pros and cons for these techniques and tools: – sources and methods which can be used to help acquire techniques and tools; the importance of a governance process in cyber breach response; how to help your organization’s staff become aware of cyber security threats; best practices for all staff to avoid a cyber security breach; engaging senior leadership; identifying the basic components of a cyber security exercises; and how identifying who should participate in a cyber security exercise; types of cyber security exercises; how to help senior leadership interpret the results of an exercise.

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

BCI Pre–Conference Course

The BCI BIA Master Class

Sat., March 23, 8:30 a.m. – 5:30 p.m.

$695 per person

Kathleen Lucey, Montague Risk Management

Kathleen Lucey

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 Kathleen Lucey
Kathleen Lucey started her career as a systems programmer, and then moved to Data Security, writing her first DR Plan in 1977. She was one of the founders of ISSA in San Francisco, which at that time was concerned with encryption and DR, but was beginning to branch into BC. She develops and teaches continuity classes for small groups to meet specific corporate requirements, and is the primary instructor of the BCI’s CBCI class for KETCHConsulting.

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