The industry’s leading conference for strategic business continuity management. 14th Annual REGISTER AT: www.cimanagementconference.com The Road to Resilience April 18-20, 2016 Gaylord Opryland Resort & Convention Center Nashville, TN 2016 MANAGEMENT CONFERENCE REGISTRATION GUIDE Win One of Ten $500 Gift Cards on Southwest Airlines* Official Airline of the Continuity Insights Management Conference *Details on www.CIManagementConference.com ★ ★
Transcript
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The industry’s leading conference for strategic business
continuity management.
14th Annual
RegisteR At: www.cimanagementconference.com
The Road toResilience
The Road toResilience
April 18-20, 2016gaylord Opryland Resort
& Convention Center Nashville, tN
2016 MANAGEMENTCONFERENCE
RegistRAtiON gUiDe Win One of Ten
$500 gift Cards on Southwest Airlines*
Official Airline of the Continuity insights Management Conference
*Details on www.CIManagementConference.com�
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2016 Continuity Insights Management Conference
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The Road to ResilienceThe above reminds us that the spirited nature of business continuity demands continuous improvement; a relentless pursuit to enhance our skills, adopt new methods and tools, and employ leading technologies in search of our ultimate goal…the resilient organization. To that point I am very pleased to present to you our conference program for the 2016 Continuity Insights Management Conference.
The hallmark of our event has been our ability to continue to present original, compelling and timely content. To that end you will note many new topics as well as many new subject matter experts on this year’s program. As an example our mission to develop more meaningful and usable content has resulted in the session on “empowering the BC manager” as a keynote. Cyber, social media, ISO standards, supply chain, civil unrest, the 2015-2016 CI-KPMG study results, GRC, communicating with the C-Suite, etc. – there are clearly great “takeaways” from each of these sessions.
As 2016 celebrates the 14th anniversary of the Continuity Insights Management Conference, we understand that our continued success is the direct result of meeting your needs. We have not increased our registration fees for several years, we continue to extend to our attendees attractive hotel room rates, and as in years’ past your meals, networking events, and conference materials are included in your registration. Also included in your registration is our Music City celebration on Tuesday night, complete with live entertainment, food, drink, dance, and musical-themed games and prizes.
We are very excited about the Continuity Insights Management Conference moving west to the beautiful Gaylord Opryland Resort & Convention Center in Nashville. I’m confident that you will thoroughly enjoy the property, achieve full value in your conference attendance, and continue to make our conference your event of choice.
See you in Nashville!
Sincerely,
Robert S. Nakao Executive Publisher
Table of ConTenTs
event Highlights 3
agenda at-a-Glance 4
session Descriptions 6
Pre- & Post-Conferenceeducation & Workshops 13
events 15
Hotel & Travel Information 15
Welcome
2016 MANAGEMENTCONFERENCE
Page 3RegisteR at: www.cimanagementconference.com
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evenT HIGHlIGHTs
RegistRation – Ryman Hall
Sunday, April 17, 2016
Registration Opens 3:00 p.m. – 5:00 p.m.
get Certified! Reception, presented by the Business Continuity institute (BCi)
5:00 p.m. – 6:00 p.m.
PlenaRy sessions
Monday, April 18, 2016 8:00 a.m. – 9:30 a.m.
P1 – empowering the BCM: examining the Habits and Characteristics of Highly effective BCM’s
David Nolan, Fusion Risk Management, ModeratorRyman Ballroom
P3 – is Your Business Continuity Playbook Ready to Deal With Cyber Attacks? Dr. Nader Mehravari, Software Engineering Institute, (SEI), Carnegie Mellon University Ryman Ballroom
netwoRking oPPoRtunities
Welcome Reception – Ryman Hall B1-2
Monday, April 18, 2016 5:00 p.m. – 6:30 p.m.
special evening Reception – Delta island
Tuesday, April 19, 2016 6:00 p.m. – 9:00 p.m.
exhibits – Ryman Hall B1-2
Monday, April 18, 2016 5:00 p.m. – 6:30 p.m.
Tuesday, April 19, 2016 11:00 a.m. – 2:00 p.m.
Wednesday, April 20, 2016 11:15 a.m. – 1:00 p.m.
PRe-ConfeRenCe CouRses (see page 13 for more information)
Saturday, April 16, 2016 1:30 p.m. – 5:00 p.m.
PRe1 – Learn to Create A table top exercise – An exercise in Business Continuity/COOP Preparedness!
Presented by KETCHConsulting
Sunday, April 17, 2016 8:30 a.m. – 5:00 p.m.
PRe2 - BCi Business impact Analysis (BiA) Masterclass
Presented by the Business Continuity Institute
Sunday, April 17, 2016 8:00 a.m. – 4:30 p.m.
PRe3 – Don’t “Present,” Persuade! the three essentials of a Persuasive Presentation – And How You Can Use them to Change Your World
Presented by Forbes Calamity Prevention
Post-ConfeRenCe CouRses (see page 14 for more information)
Thursday, April 21, 2016 and Friday, April 22, 2016
8:00 a.m. – 4:30 p.m.
8:30 a.m. – 12:00 p.m.
POs1 – isO 22301 Assessor (BCM 1000).
Presented by ICOR
Thursday, April 21, 2016 8:30 a.m. – 5:00 p.m.
POs2 – BCi supply Chain Resilience
Presented by the Business Continuity Institute
Thursday, April 21, 2016 8:30 a.m. – 4:30 p.m.
POs3 – BCi Crisis and incident Management Course – With special Penn state Crisis Case study
fRiDay, aPRil 22, 20168:00 a.m. – 5:00 p.m. Post-Conference Courses
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monDay, aPRil 18, 2016
8:00 a.m. – 9:30 a.m. Plenary session
P1 empowering the BCM: examining the Habits and Characteristics of Highly effective BCM’s
David Nolan, Fusion Risk Management, Moderator
A panel of leading Business Continuity Managers will share their perspectives on the behaviors, tactics, strategies and characteristics that highly effective BCM’s have in common. The session will focus in on six key areas that differentiate the most successful BCM’s. Some BCM’s push on a rope. Others lead from the front of the room. Some cry for attention and support. Others demand it…and get it. What can we learn from effective BCM’s to make us and our programs more successful?
9:45 a.m. – 10:45 a.m. Breakout sessions
a1 When a travel Risk Becomes Your Disaster
Michael Keating, RGA Reinsurance Company
Business continuity professional are quite familiar with crises such as fire, floods or earthquakes, but how does an organization prepare for a travel risk management issue such as executive kidnapping, missing plane or key person trapped in country during a military coup? This session will cover the basics of travel risk management and duty of care, while giving participates an opportunity to interact with a realistic travel risk scenario and solve the non-traditional business interruptions it brings.
B1 the BCM Professional’s Role in Cyber Breaches
Doug Weldon, S&P Capital IQ
Cyber security attacks has grown to be the number one threat to businesses and governments globally. Breaches can occur in numerous ways, and the evidence of their existence may be hard to discern. Security professionals have a central role in detection and mitigation of cyber attacks, but the many forms a breach can take may not be detectable by normal security mechanisms. This puts the role of business continuity professionals front and center in the newest and top-most threat to our businesses. This presentation will serve to provide a frame around these roles and describe many of the common threat scenarios for which BCM professionals must prepare, ones which many are not prepared for today.
D1 Continuity Insights/KPMg Business Continuity Management Benchmarking study Results
Robbie Atabaigi, KPMG LLP
Enterprises today face the challenges of building, sustaining and transforming their enterprise BCM programs to support the organization and interdependent stakeholders. In 2013, Continuity Insights and KPMG LLP commissioned a global study to assess the current state of BC management programs, including program status, the impact of prevailing market forces, and the impact of recent events on program governance, risks and compliance. Attendees will be able to leverage and apply this data to their own BC management programs.
e1 Risk & governance Mitigation – Protecting Your Brand
Frank Leonetti, Northstar Advisory Services LLC
BC Planning has taken on a higher level of Risk Based Decision making, with the level of Regulations, Cyber Security and Increased 3rd Party Reliance (Supply Chain), the BIA and Risk Assessments we knew from the past have morphed into a more comprehensive and focused criticality than ever. This presentation walks the attendee thru that migration and the future of analysis to resiliency in today’s world.
f1 enterprises Are transforming, Market Place Priorities Are Changing. is Your Business Ready?
Michael Errity, IBM
The explosion of mobile apps and cloud-based solutions for IT and business processes has created new, ambitious expectations for always-on, always-available service. These market dynamics were explored in a recent market study on business resiliency conducted by the IBM Center for Applied Insights. During this discussion, presenter will share comprehensive analysis of marketplace priorities, trends and demands followed by a perspective on innovative methods, skills, and techniques to achieve necessary resiliency capability.
g1 the Case for Developing Organizational Resilience Capability
Mark Carroll, Income Research
Out of the box thinking and taking creative, innovative actions to address those ideas are a few of the keys to developing the capability for organizational resilience. Attendees will learn of and discuss examples of creative and innovative actions taken to improve the resilience capability of the organizations profiled. This session will consist of a series of five to seven minute presentations by various practitioners on innovative approaches that have been taken to enhance organizational resilience capability that were neither intuitive nor obvious and the capabilities that have been put in place. The session will include a brief Q&A with the practitioners profiled.
11:00 a.m. – 12:00 p.m. Breakout sessions
a2 time Warner Cables’ (tWC) Path to Declaring Conformity to isO 22301
Lynnda Nelson, ICOR
At Time Warner Cable (TWC), implementing a formal self-assessment methodology ensures continual improvement. The presenters will share how to implement a self-assessment methodology in order to identify strengths and weaknesses of your BCMS. Also included is a review of the self-declaration of conformity to ISO 22301 process. Learn from Time Warner Cable as they share how they implemented a formal self-assessment process in order to improve their BCMS and formally declared their conformity to ISO 22301.
a Case Study
B Emerging Issues
C Training and Professional Development
D Program Development, Methodology, and Measurement
e Operational Risk Management
f Technology Enablement
g Ask the Experts
P Plenary Sessions
2016 ConferenCe aGenDa bY TraCK
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C1 From typhoons to Civil Unrest: the Right Plan tackles Multiple Disruptions
Derek Bluestone, SunGard AS
In 2015 alone, this company was able to maintain business functions through numerous U.S. winter storms that resulted in office closures in 16 different states. From a global perspective, this company was able to maintain business functions during Typhoon Chan-Hom which caused office closures in Taipei, Taiwan. Outside of natural disasters, February 2015 saw civil unrest in the U.S. which led to delayed openings and early closures of its operations there for two days. Through each office disruption, this company was able to produce reports that properly recognized issues in order to restart business function as quickly as possible, leading to a performance scorecard that was previously unrealized.
D2 Conducting a Business Continuity Plan Audit
Ted Brown, KETCHConsulting
Just as companies conduct regular audits of their financial controls, they should also examine their business continuity plans, ensuring that critical business functions can be conducted in the event of a disaster, or other major disturbance. This session will discuss questions that can be used in assessing their company’s business continuity posture. Sample questions include: What are BCP objectives? Is the BCP relevant to all employees? Date of last BIA? BCP and Change Management? Test schedule? Business partners? Risk mitigation? BCP and Emergency Management? And many more will be discussed.
D3 Manage the Crisis, Don’t Let it Manage You
Scott Ream, Virtual Corporation
Reliable and accurate analytics are key towards effective crisis management. Once a domain of only crisis and incident managers, SITSTAT deployment gives operations and other managers a real-time status view of key functional areas within their enterprise. Track key criteria in real time by name and the status of key functions. Chat with colleagues to collaborate on satisfying open resource requests. Conduct ad hoc “what if” analysis and data mining. Easily export data to MS Office formats. This presentation includes a live demonstration of a “real-world” Situational Status Dashboard to hear and see SITSTAT best practice examples.
f2 From Disaster Recovery to Operational Readiness
Andres A. Calderon, Blue Cross Blue Shield of Louisiana
Disaster Recovery is seen as a disability insurance, against the risk that a disability creates a barrier for our business to complete their core functions and disaster recovery is there to bring our business back to normal. Most value is obtained when an operational readiness approach is taken, so that the value of DR is immediately recognized by the business and resiliency is part of the operational fabric. The functional breakdown of DR combined with the technology taxonomy allow us to identify documentation objects and these are aligned with owners that benefit from the documents.
g2 ensuring supply Chain Continuity
Mike Janko, Goodyear Tire & Rubber, moderator (panel TBD)
Reliance on third-parties to perform or supply key elements of the business continues to grow. Because of this trend, the need to understand and manage the risk associated with third-party disruption is absolutely critical. Supply chain continuity planning involves understanding the risk associated with a reliance on third-parties, understanding third-party business continuity planning techniques and solutions and taking action based on assessment results. Come to this session to hear more about the full spectrum of supply chain business continuity planning techniques and how to manage third-party risk to an acceptable level.
1:00 p.m. – 3:45 p.m. workshop (a 2-hour, 45-minute session)
B2 Cybersecurity Update for the Business Continuity Community
Dr. Nader Mehravari, Software Engineering Institute (SEI), Carnegie Mellon University
A day rarely goes by where we don’t hear about a multitude of cybersecurity events adversely affecting public and private organizations, communities, and even nations. It is, therefore, critical for business continuity, incident management, disaster recovery, and emergency management professionals and practitioners to continually stay abreast of the latest and ongoing developments in the cybersecurity arena. This workshop is intended to provide an overarching update on the cybersecurity landscape focusing on the needs of business continuity community.
1:00 p.m. – 2:15 p.m. Breakout sessions
a3 Resiliency through the Riots: exelon’s Response to Baltimore’s Civil Unrest
Erin Holloway and Kathy Bosse, Exelon
In the afternoon of April 27, 2015, following Freddie Gray’s funeral, riots began in West Baltimore. This event impacted 11 Exelon facilities in its downtown Baltimore location. The protests and riots lasted for eight days and affected more than 4,000 Exelon employees within three critical operating companies. This was the largest business disruption in Exelon’s history there were no employees injured, no Exelon property damaged and little to no loss of revenue. By providing appropriate guidance and collaborating efforts, Exelon’s Business Continuity team effectively prepared the company to continue maintaining the highest standards of safety and reliability for its people, customers, and communities.
C2 smashing the silo Between BC & DR
Phil Lambert, Ripcord
In the complex business environment of today where organizations are comprised of specialists, it is critically important that the business continuity team and the disaster recovery team talk, collaborate, and build an enterprise resiliency program together. No longer can an organization’s resiliency program operate in silos. In this session we will discuss the strategies and tactics you can implement that will make a huge difference in building that synergic team.
2016 Continuity insights Management Conference
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sessIon DesCrIPTIons continued
D4 Optimize Your BC steering Committee for Program Oversight and Organizational insight
Joanna D’Aquanni, SAS, and Michael Lazcano, Gap Inc.
A well-constructed and managed steering committee can be one of the most powerful resources in your business continuity toolbox. The Committee is an essential governance body for your Program and a support structure for key initiatives. Alignment to Committee insights on organizational changes and objectives ensure ongoing Program value. Attend this session to learn first-hand insights in forming and cultivating an effective steering committee. Special attention will be given to the nuances of selecting members, organizing and developing meeting content, and maximizing Committee engagement. Attendees are asked to bring and share their experiences for a best practice discussion.
e2 governance vs. Deployment
Joe Flach, Safe Harbor Consulting
BC and DR reveals two distinct organization hierarchies: The hierarchy responsible for program development; and, the hierarchy that manages the deployment of the plans at time of a disaster. This session discusses the differences in the roles and responsibilities of these two organizations, especially focusing on who governs the programs, who is responsible for making sure the process and procedures are followed in accordance to corporate mandates and management expectations.
g3 exercise Facilitation techniques
John Jackson, Fusion Risk Management, moderator (panel TBD)
Exercises are an excellent tool to develop competencies, create organizational awareness, identify opportunities for improvement, engage management, and prove that response and recovery capabilities work. Our panel is highly experienced in developing and facilitating exercise sessions that dramatically improve preparedness and management buy-in. This session will be a highly interactive discussion of ideas and techniques, ensuring that attendees leave with relevant and usable takeaways.
2:30 p.m. – 3:45 p.m. Breakout sessions
a4 From Here to there: A Maturity Model Approach to Measure BCM Program Performance and Company Readiness
Brian Strong, Strong Consulting LLC, and Melissa Owings, Blue Cross Blue Shield of Nebraska
An important tool in facilitating BCM program continuous improvement is establishing a metrics and measurement process that can help you benchmark current-state and end-state performance. In fact, standards such as ISO 22301 include requirements for monitoring, measurement, analysis and evaluation. Regardless of the approach taken to develop metrics that matter to your organization, they must be quality metrics. This session will provide attendees with a practical example of how to adapt a maturity model to meet senior management expectations and provide a road map for reaching the desired end-state.
B3 social Media Risk: What is it And How should You Plan, test, and Respond?
Dru Ullery, BC in the Cloud
In today’s always connected world, information is communicated quickly, and usually in less than 140 characters. When an incident occurs and you are knee-deep in response, do you know what information is being communicated? Do you have a social media strategy as part of planning, risk, and incident management? This session will explore the influence of social media and its risks, and discuss the inclusion of social media in testing regimens; and how to build strategies as part of your Planning, Risk Analysis and Incident Management.
C3 Psychology of Plan Design
Monika Stoeffl, CR Solutions
The three main reasons why plans are not used include: 1) The user is intimidated by the plan, 2) The plan does not meet the user’s needs, and, 3) The plan was inaccessible or unknown. This session will look the first two reasons. This interactive session will explore how applying concepts of psychology and design thinking can start to overcome the most common usability challenges. Participants will gain an actionable understanding of the what, why, and how of plan design concepts and leave with a tool to help in the designing and redesigning of plans.
D5 Business impact Analysis Advanced Principles
Telva Chase, Integra Telecom
After conducting more than 25 BIAs, the presenter will share what works to achieve a BIA that is accepted by executive management. The end-result, presenting recommendations based on your analysis to your executive team. Learn an easy-to-understand roadmap for accomplishing the BIA without a lot of wasted time. Learn options for conducting the BIA depending on size and complexity of your business. Find out the details of conducting business process analysis, business service/application analysis and prioritization, and formulas to use for impact analysis.
e3 Automating the New isO/ts 22317 Business impact Analysis guidelines
Tejas Katwala, Continuity LogicThe new ISO/TS 22317:2015 is a significant step forward and applicable to all organizations regardless of type, size, and industry, whether in the private, public, or not-for-profit sectors. Join this session to learn how you can design, establish, perform, and maintain a documented business impact analysis based on the new ISO/TS 22317 guidelines through a unified process. How to use the outcome in your business continuity plan and leverage the data to improve critical decision-making will also be addressed.
a Case Study
B Emerging Issues
C Training and Professional Development
D Program Development, Methodology, and Measurement
e Operational Risk Management
f Technology Enablement
g Ask the Experts
P Plenary Sessions
2016 ConferenCe aGenDa bY TraCK
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4:00 p.m. – 5:00 p.m. Breakout sessions
a5 Resilience, iOe, and Real time situational Awareness
Pete O’Dell, Swan Island Networks
The emerging Internet of Everything (IOE) is going to have a major impact on our lives in the next five to 10 years. Established ways of doing things will be disrupted by a spate of smart, small and very inexpensive devices that will overwhelm continuity managers with far more information before, during and after an incident. This session will discuss examples of existing and emerging technologies as well as an overview of future projections and products.
a6 You’re Having a Disaster, Now What?
Tom Serio, Verizon Wireless
The presenter will walk you through a real disaster that impacted a large business and forced them to enact ALL of their business continuity plans. What’s the reality of the situation? What’s were upper management thinking? How do quickly and successfully did employees get back to work? Learn from some very valuable and real lessons learned while recovering a corporate campus from a nine day outage.
B4 the Quarterback’s Dilemma – Continuity Management During Business transformation
Allan Cytryn, Risk Masters, Inc.
The Business Continuity Manager faces the same challenges as a quarterback, surrounded by chaos he is still expected to “carry out the play.” A solution to this challenge of increasing uncertainty may be found by integrating Risk Management and Quality Assurance into Quality Risk Management (“QRM”) and by introducing QRM into the BCM process. QRM elevates the role of risk identification, management and mitigation in the planning process. It transforms where project risk is managed, and enabling the BC project team to collectively share and address the issues of risk along with BCM.
D6 Leveraging the New isO 22317 BiA standard to Make Your Program More effective
Jacqueline Rupert, Avalution Consulting
How do you connect your business continuity program to your organization’s strategy, goals, and objectives? How do you produce meaningful, action-oriented business continuity requirements? This session addresses common challenges that organizations face when performing or refreshing a business impact analysis, and then introduces best practices to address these challenges – leveraging principles from one of ISO’s newest standards, ISO 22317.
e4 sharing a Proven tabletop exercise Format and scenariosScott Mulert, Ameriprise Financial
Have your tabletops become stale? Are you struggling to engage your audience? This presentation will provide you with a tabletop format that has been used successfully for more than five years in a corporate environment across all audiences. In addition, a few prepared scenarios will be shared that may be used in most business environments with minor modifications. The session will close with a question and sharing session to discuss tips and tricks to engage tabletop audiences.
g4 Future Business Continuity Risks
Chris Summerrow, UPS, moderator (panel TBD)
This session will take a close look at current and less-discussed risk trends in the continuity space. Attendees will submit topics for discussion pre-show, for an engaging panel discussion on varied topics such as global travel risks, monitoring world events, efficacy of the virtualized work environment, social unrest, a displaced workforce, succession planning, and much more. Attend this panel discussion to keep up-to-date on and share in best practice planning and strategies.
tuesDay, aPRil 19, 2016
8:30 a.m. – 9:30 a.m. Plenary session
P2 Food & Disasters: the impact of Hunger
Nathaniel Forbes, Forbes Calamity Prevention
As a sequel to his 2015 Continuity Insights keynote, Water & Emergencies: The Impact of Thirst, Nathaniel weaves together the stories of four people in the global food chain to explain the volatile, complex system that feeds earth’s seven billion people, and to imagine the disastrous consequences when we inevitably cannot.
9:45 a.m. – 11:00 a.m. Breakout sessions
B5 translating Crisis Management and Business Continuity for Millennials
Grace Burley, Strategic Crisis Advisors, and Gil Grein, Facebook
As the millennial generation continues to become the center of power within organizations, the crisis management and business continuity industry must adapt to meet their needs. Many traits of the millennial workforce are highly conducive to responding to critical incidents, while other traits may be more challenging. Much like CEOs of all ages, millennials want their information easily accessible and highly visually stimulating. In this presentation, the co-presenters will explore how to best communicate with millennials to get their buy in and develop plans and tools to support them. The presenters will provide an overview of how crisis management and business continuity is being implemented globally for Facebook.
B6 Making incident Management Work for Your Organization
Kathleen Lucey, S&P Capital IQ and SNL
Incident Management is what needs to be done to protect your people AFTER they evacuate the building; to organize and document the tasks to support and sustain your people; to assess damages; to interface with BC/DR plans, with corporate management and corporate support functions. An important new concept, Individual Default Response, details what each employee will do if a disruptive event occurs during work hours and what s/he will do if an event occurs outside of work hours. This session will explain how to develop and implement this critical phase of your emergency interruption response.
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sessIon DesCrIPTIons continued
a Case Study
B Emerging Issues
C Training and Professional Development
D Program Development, Methodology, and Measurement
e Operational Risk Management
f Technology Enablement
g Ask the Experts
P Plenary Sessions
2016 ConferenCe aGenDa bY TraCK
C4 What Do You Do When a Black Bear enters Your Building? Tim Mathews Educational Testing Services (ETS)According to an FBI study (2000-2013) there were 160 active shooter incidents that resulted in 1,043 casualties. The frequency and severity of these tragic events are growing and 70% occur in the workplace or educational institutions. This session will discuss Why ETS chose to conduct an “active shooter” exercise on its campus, How ETS designed and executed the exercise and What lessons were learned by staff, management and the professionals who choreographed the exercise.
e5 incident Management Ownership and Adoption Best Practices
Jason Zimmerman, MissionMode
When properly deployed, Incident Management systems can be a game-changer for business continuity teams. According to a recent Gartner Hype Report, Crisis/Incident Management (C/IM) system adoption is expanding rapidly from approximately 35 percent penetration in 2014 to an estimated 60 percent by 2019. Using case study examples, the presenter will demonstrate best and worst practices for deploying incident management technology, what questions you should ask a prospective C/IM system vendor about their support model, and help organizations maximize the impact of their Incident Management systems from the start.
e6 Risk transformation – strategic Value to the executive suite
David Sarabacha, Deloitte & Touche LLP
Risk Transformation is about enhancing the value both actual and perceived from the executive suite around proactive risk management. How would you like to gain more attention from the executive suite and demonstrate your value to them? How? By talking their language. In many organization, there is an assumption that resilience is in place, but what the executives and board really want to talk about is strategic risk and how changes both within the organization as well as in the marketplace in which they compete, will affect market share, share price and the growth opportunities for the entire organization, including its personnel. Join us for a panel discussion on how others have achieved just that.
g5 Developing a strategic training PlanMike Keating, RGA Reinsurance, moderator (panel TBD)Training and awareness is one of the most important activities performed by BC professionals, but it is also a significant challenge. Unfortunately, there is often very little strategic focus and planning when it comes to executing the organization’s business continuity planning processes, as well as executing response and recovery strategies. In this session, the panel will share the best of what we receive from the attendees, as well as offer commentary on best practices and solid solutions to build individual competencies and create awareness throughout the organization.
2:00 p.m. – 3:15 p.m. Breakout sessions
a7 Business Continuity – A Critical element in Your Company’s Arsenal to Fight Cyber Attacks
Linda Laun, IBM
The threat of cyber attacks and data breaches continues to grow, as do the associated costs. As your business moves to cloud-based technologies and enables business processes for mobile and the Internet of Things (IOT) you introduce new risks. How can you safeguard your critical data, applications and reduce the cyber risk? Learn how BCM can be a key factor in responding effectively to cyber security attacks and reducing the cost. You’ll also learn how to calculate the costs of a data breach, the potential savings BCM can offer, and create a strong business case for business continuity.
a8 schneider Warehouse Long-term tornado Recovery
William Marotz, Schneider, Inc.
In August 2015 the DHS put out a Savannah Hurricane Scenario Analysis Report, however our tornado event took place on April 25, 2015, prior to the report coming out. How did the DHS warnings compare to and what Schneider actually experienced? The presenter will share short, medium and long-term issues of note and include comments regarding the importance of planning for these types of events.
B7 Business Continuity = Work From Home? HA HA HA HA!
Howard Mannella, Alternative Resiliency Services Corp.
How often have you heard, “We don’t need a business continuity plan because everyone can work from home (WFH)!” How many times has this oft-quoted bromide been an excuse for lack of proper planning? In this discussion you will learn the common myths about working remotely, the pitfalls and problems you will encounter, why WFH is an essential but not complete solution, and how to strengthen your WFH strategy and mitigate the shortcomings.
D7 Can One tool Really Do it All?
Rhonda Russell and Carinda Mickelsen, ADP
When faced with choosing a new business resiliency software, ADP’s Business Resiliency Management Team decided to compare them all to find the one tool that could successfully “do it all.” From planning to exercising to tracking live events, we added up the positives and scheduled demos with the top contenders. Join us for this session and we’ll share our walk through this journey, the good, the bad and the surprises along the way.
D8 the tao of Community Resilience
Daniel Hahn, Santa Rosa County EM
In an age of political turmoil and mistrust of governments, having an outlet for creative problem solving that involves all aspects of communities during disasters, is critical. Utilized correctly, a public-private partnership is a win-win situation for all participants. This presentation will make the case for the continued support from all sectors, for public-private partnerships. A description of public-private partnerships will be given to show the broad spectrum of opportunities for such a partnership. It also involves a chain, blindfolds, and a guy in a kilt.
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e7 Maximizing support for Your BCM Program With Key governance entitiesJoanna D’Aquanni, SAS, and Margaret Millett, MetLifeThe ISO 22301 standard emphasizes the importance of engaging interested parties in the development and management of a BCM program. In most organizations however, a business continuity program is a cost center competing for stakeholder attention. To get the attention and support your Program needs, you have to show its value. So on whom should you focus and how do you engage them to maximize value? Attend this session to learn practical ways to cultivate key governance entities within your organization to ensure your Program’s long term success.
3:30 p.m. – 4:45 p.m. Breakout sessions
a9 How Did We get Here? Adventures in BC Planning!
Robin Loparo, Assurant Inc.
Everyone has a story… How did I get here? In this session you will learn about the journey of two business continuity planners and their “miffs” along the way. We will focus on four topics that seem to plague the BC/DR community. Do you have support? Are you complacent? Can you keep up with change? How realistic are your plans? Attendees will leave this session with tools and resources to overcome these obstacles by gaining an increased understanding on how to leverage support, maintain a culture of continuity and preparedness, how to keep up with an evolving environment and by keeping expectations realistic.
B8 Preventing Cybergeddon: Partnering With infosec to Defend Your Company
Andy Waples and Matt McNamara, Eaton Vance Management
The Cyber battlefield includes just about every facet of society – from attacks on public utilities, financial and technology firms to national defense and government data and systems. It is not a matter of “If” a firm will be hacked, but “When.” Your firm’s preparedness for responding to a hack is a key factor in limiting the scope of impact. In this interactive session, the heads of Business Continuity and Information Security at a leading Asset Management Company will bring you up-to-speed on the threat, as well as what you can do to be prepared.
C5 Recovery Orchestration – it’s Not Just for it DR Any More
Andy Mercker, Fusion Risk Management
Responding to actual crisis events rarely reflects the tabletop test or exercise. Complex simulations are cumbersome and time consuming to prepare and execute. Integrating multiple plans, coordinating multiple teams and staying on track is challenging even for the most experienced practitioners. When execution risk is high, recovery times can quickly stretch beyond business tolerances. Ideally we can simplify the process, reduce execution risk and compress recovery timelines. Learn how advanced recovery orchestration techniques deliver better simulations and more predictable outcomes during actual crisis events.
D9 Wait! Now You Want Me to Manage this Crisis?Timothy W Bonno, RGA Reinsurance CompanyWhen a crisis occurs the Business Continuity/Disaster Recovery planner is expected to effectively manage the situation “back to normal” using the resources they have at hand. Whether new or experienced in crisis management, this session will help you find ways to improve your crisis management performance.
e8 Achieving synergies: How Business Continuity Can Help and Be Helped By Operational Risk Disciplines
Beverly Schulz and Mathew Croft, Raymond James
Today’s workforce is constantly being asked to “do more with less” and to “work smarter, not harder.” This presentation will give you pointers on how to do just that, exploring how Business Continuity can help, and be helped by, other Operational Risk disciplines. The presenters will discuss how Business Continuity, Information Security, Physical Security, Supplier Risk Management, and Operational Risk can work together to provide more value to the business while expending less total effort.
g6 information technology Risk: What You Need to Know
Bill Rider, Johns Hopkins University Hospital, moderator (panel TBD)
In today’s business environment, the great risk to organizations is technology. Reputation risk, complexity risk, cyber security risk, cloud-computing risk… practitioners must refocus on these daily occurrences. Technology risk is not an isolated IT problem, there is a responsibility to help the organization overcome these challenges, regardless of your specific role. In this “non-traditional IT recovery” discussion, attendees will engage with a panel of experts to better understand the risks, its challenges, and recommendations.
weDnesDay, aPRil 20, 2016
9:00 a.m. – 11:15 a.m. workshop (a 2-hour, 15-minute session)
a10 You Can’t Be Resilient if You Work in a silo – end-to-end Continuity Planning
Sally Hewitt, Mary Rosmini, and Jeremy Gudgeon, The Vanguard Group
This presentation will educate attendees on the importance of recognizing, documenting and resolving potential impacts to multi-business lines with technology interdependencies. The interactive session will discuss creating depictions of overlapping processes and their associated technology. Additional time will be spent describing how to define the effects of a loss of technology, and clarifying up/down stream impacts via matrix formatting. Finally, regular maintenance of the final product and table-top testing best practices will be discussed.
9:00 a.m. – 10:00 a.m. Breakout sessions
a11 Obtaining Budget for Cyber Recovery
Steven Ross, Risk Masters International LLC
Cyberattacks are an omnipresent problem, but most all of the attention, product development and funding is going to prevention and detection; very little management focus is planning for recovery. This presentation offers practical solutions for recovering from cyberattacks, with a particular focus on making the case to senior management for budget to build effective recovery preparations. Attendees will learn the potential costs and the side benefits that can bolster budget demands. The session will recognize the differences of approach needed for companies of different sizes and in different industries.
2016 Continuity insights Management Conference
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B9 Black Hat Hackers and technology Created Added supply Chain Risks
James Haile, JWH Associates
The only way that the supply chain can be defended from the dreaded Black Hat Hackers is for managers to collaborate and interact with their IT Security counterparts. Today’s global supply chains rely upon the rapid and robust dissemination of data among supply chain partners, so it is critical that plans must be implemented to ensure that their company, their suppliers and their suppliers’ suppliers are following best practices in cybersecurity.
C6 social Media & #Disasters 2.0 – How to Create & implement an
effective social Media Plan
Suzanne Bernier, SB Crisis Consulting
This session will show participants how to develop and implement an effective social media plan to help them better respond during disasters. The presenter will review all the components required to develop and implement an effective social media plan within their own organizations. As disaster planners, we have a responsibility to adopt and adapt to help us better respond to and prepare for disasters. This session goes beyond just telling people they need to plan for social media – the presenter will review all the components required to develop and implement an effective social media plan.
D10 Reducing Risk: Managing Your third-Party Vendor Business Continuity PlansLaurie Wonders, TriZetto, a Cognizant Company
The goal of business continuity planning is to ensure resiliency, but what if your recovery comes to a grinding halt because a critical vendor does not have a tested recovery plan? Understand how to manage the risk of vendor failure by identifying who your critical vendors are, determining how to ask for, and receive, their contin-gency plan details, ensure that the negotiated contractual terms with the vendor are consistent with your recovery goals and objec-tives, and put together a vendor BCP response plan which will in-clude expected vendor deliverables, communications, implementa-tion, recovery and estimated impact to internal teams/customers.
g7 employee Preparedness: How Will Your employees Work After the Disaster?
Angela R. Gill, Educational Testing Services (ETS), Mark Armour, Brink’s Inc. and Philip Bigge, Ripcord
As we all know, if our employees are not prepared for disasters, the response and recovery of our organizations will be that much tougher. We all have a vested interest in integrating employee preparedness into all the facets of our continuity programs. Learn from a panel of leaders how other organizations are preparing their workforce as the primary driver of their program. This session will leave you with ideas for future preparedness opportunities at your organization to ensure that your most valuable asset, your employees, can be recovered.
10:15 a.m. – 11:15 a.m. Breakout sessions
a12 Vietnam – A Case study in Business Continuity training
Ron Kamps, Company Federal Home Loan Bank
This USAID funded Initiative focuses on increasing business resilience and improving public-private coordination on disaster planning within the City of Hai Phong. The presentation will provide a brief background to the project, then focus on then opportunities and successes of the project, including but not limited to the objectives, challenges, pre-trip and onsite issues, and post-project follow-up.
D11 BiA Paradigm shift: ensuring success Utilizing a Value stream Approach
Christopher Duffy, Strategic BCP
Departmental recovery plans are historically based on the outcome of a Business Impact Analysis (BIA). Utilizing a Value Stream approach emphasizes business process mapping surrounded by key executive metrics, risk management, and a focus on real-time resilience. This approach empowers BC/DR managers to become leaders of transformation and to deliver unmatched value to their executives and everyday operations – far exceeding the expectations and methods of the prototypical planner.
D12 How to enhance Your Business Continuity Program simplistically and get Results!!
Lisa Schroeder and Kirk Nelson, Thrivent Financial
This session will give you some concepts to enable you to take a “fresh look” at your BC program. We will share some ideas of ways to step back and look at the elements of a BC program to help mature yours. The overall goal is to give you ideas to help you simplify and don’t overbuild your program elements (BIA, metrics, exercises, awareness and risk management). Get back to the basics!
e9 Legal Aspects of Corporate Crisis Management
Stephen Williger and Holly Little, Thompson Hine LLP
Your company may have considered the operational remediation responses to an emergency. But, has it considered the legal consequences that could include government or regulatory oversight, sentencing of the company or other wrongdoers, significant litigation and the possible need for an internal investigation? The legal aspects of pre-crisis planning and mitigation will be explained in clear language.
f3 What You Need to Know About Managing Your DR in the Cloud
Brandon Tanner, Rentsys Recovery Services
Disaster recovery as a service (DRaaS) is one of the latest buzzwords in the DR world, but is it a better way of doing DR? In this presentation, the presenter will strip away the hype surrounding DRaaS and will provide an overview of the public-, private- and hybrid-cloud-based DRaaS models. Participants will learn about the pros and cons of each model and receive guidelines for evaluating potential DRaaS providers.
1:00 p.m. – 2:00 p.m. Breakout sessions
a13 Culture Clash: BCP Deployment in M&A initiatives
Karen Wang, VMware/AirWatch
The global consulting community predicts M&A activity to continue accelerating through 2018. Merger and acquisition projects require carefully planned and managed integration of governance, customer relationship preservation, and business continuity. In this session, you’ll learn about performance metrics and challenges of business continuity planning and program management in an M&A integration project.
RegisteR at: www.cimanagementconference.com
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D13 Protecting Your Workplace’s special Needs Personnel During emergencies
Bo Mitchell, 911 Consulting
Disabled or special needs personnel should be considered for any emergency in every workplace in America, regardless of size or structure of the organization. Planning should be written and organized site-specific; learn the laws and regulations applicable to special needs for emergency planning, training, drills and exercises. Learn from the mistakes made by other employers regarding planning emergency response for special needs.
D14 BCM testing – How to Create a test Program With Key tests and exercises
Nancy Valente, DLL
Untested business continuity plans cannot be relied upon following a business interruption or disaster. This session is an excellent refresher session how to adjust the plans to better meet the business objectives. The benefits include confidence that the plan elements are effective in a crisis; reinforces testers’ understanding of the plan and their role; and identifies areas of risk and improvement.
e10 Ask the examiner
Peter Carter
Ever want to ask a bank examiner a question but were afraid of repercussions? Ever wanted to know “what were they thinking?” Ever wanted to yell and vent? Here’s your opportunity! A recently retired OCC bank examiner will give you candid answers to your long-unanswered questions.
f4 selling BCM to the C-suite
Clifford Barcliff, Veritas
Time to market. Beating the competition. Return on investment. Bottom line. Top line. These are phrases that the C-Suite uses when discussing any project spending. The presenter will share what he hears from executives and conversely, what he says to executives when selling his “own products.” During this session, learn what your executive cares about and how you can use that to help sell the value of your BCM program.
2:15 p.m. – 3:15 p.m. Plenary session
P3 is Your Business Continuity Playbook Ready to Deal with Cyber Attacks?
Dr. Nader Mehravari, Software Engineering Institute (SEI), Carnegie Mellon University
Some of the highly publicized cyber-attacks have illustrated that adversaries are interested in more than just exfiltration of valuable information assets. Their objectives also include causing operational havoc including forcing the shutdown of the daily business operations and disrupting delivery of products and services.
Conference adjourns
PRe-ConfeRenCe sessions
saturday, april 16, 2016, 1:30 p.m. – 5:00 p.m.
PRe1 Learn to Create A table top exercise – An exercise in Business Continuity/COOP Preparedness!
In this class presented by KETCHConsulting, you will be given four different Table Top scenarios, including the injects, and will learn how to:
• Create a situation, scenario and injects for your audience, your business, your location and your BCP maturity.
• Identify operations, decisions and policies that impact the ability of a business unit to execute
• End the exercise with conclusions and discussions that will change, emphasize, and otherwise affect your business continuity/COOP plan.
• Conclude with an “after action” report that will lead to effective modifications and improvements to the plans being exercised.
Participants will be given the complete set of injects for four different Tabletops.
Cost: $350
Presented by Ted Brown, President and CEO of KETCHConsulting
sunday, april 17, 2016, 8:00 a.m. – 4:30 p.m.
PRe2 BCi Business impact Analysis (BiA) Masterclass
This course is designed to provide participants with one day focused entirely on how a BIA is carried out in an organization.
• Combines a presentation on the theory and current good practice on doing a BIA with a real-life application of this theory.
• Delivered by an expert instructor to share hints, tips and lessons learned on the BIA process.
• 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.
• 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.
Cost: $595
Presented by Ted Brown, President and CEO of KETCHConsulting
2016 Continuity insights Management Conference
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sunday, april 17, 2016, 8:30 a.m. – 5:00 p.m.
PRe3 Don’t “Present,” Persuade! the three essentials of a Persuasive Presentation – And How You Can Use them to Change Your World
If you have ever made a presentation, you know there’s nothing as rewarding as seeing an audience’s eyes light up with interest, their heads nod in agreement, the lights of their mobile phones going off as they begin to really pay attention. When you connect.
• Developing a story that your audience will remember
• Finding the emotional appeal in your story, and
• Choosing images that reinforce your message.
this course covers three common kinds of presentation.
Whether you’re selling, pleading or explaining, a persuasive presentation gives your audience what they want to hear (and see). What kind of presentations do you make?
Cost: $500
Presented by Forbes Calamity Prevention Pty Ltd
Post-ConfeRenCe sessions
thursday, april 21, 2016, 8:00 a.m. – 4:30 p.m., and, friday, april 22, 2016, 8:30 a.m. – 12:00 p.m.
Pos1 isO 22301 Assessor (BCM 1000)
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. The workshop also includes a review of the ISO 22301 self-declaration of conformity process. The ISO 22301 Maturity Model sells for $995.00 and is included in the workshop fee. 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
Cost: $995
Presented by ICOR. For more information regarding this course contact ICOR at: [email protected].
thursday, april 21, 2016, 8:30 a.m. – 5:00 p.m.
Pos2 BCi supply Chain Resilience
Focusing on “Then and Now,” the new compliance of vendor relationships and management, this course will take the student through the initial concept of Supply Chain including its components, updated relationship risks, and required compliance factors in regulated industries.
• Understand how factors like ‘Appendix J’ of the FFIEC Examination Handbook will strengthen the resilience of outsourced technology and support services in the Financial Sector, as well as the Supply Chain linkage to HIPAA and PCI.
• Obtain a better understanding of how key and critical vendors can either create additional risk OR help mitigate it.
Cost: $1,495
Presented by: Frank Leonetti, CEO and managing partner for NorthStar Advisory Services, LLC
thursday, april 21, 2016, 8:30 a.m. – 4:30 p.m.
Pos3 BCi Crisis and incident Management Course – With special Penn state Crisis Case study
This course is aimed at senior management who are responsible for managing an incident both at a strategic and tactical level or for individuals who are part of the Incident or Crisis Management Team.
• Provides theoretical guidance and practical experience on how to deal with a wide range of incidents that may be faced by an organization.
• Looks at different exercising and coaching approaches and techniques that can be used by senior managers involved in the incident and crisis response.
• Also suitable for those responsible for exercising or coaching the Incident or Crisis Management Team
Penn state Now You Know the Rest of the story – A Case study
Consequence Management is a critical portion of every crisis event. You see the publicity regarding what went wrong. You rarely get to learn how an organization responded, and the metrics on return on investment for the actions taken. Everyone read about the events as they unfolded at Penn State. This session will take you inside and share what went wrong at Penn State and the positive results of the actions taken. Penn State transformed crisis into value.
Cost: $595
Presented by Ted Brown, President & CEO, KETCHConsulting and a member of the Penn State Board of Trustees, where he serves as Vice Chair of Audit and Risk and founder of the new Risk Subcommittee.
RegisteR at: www.cimanagementconference.com
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Continuity CaRes VolunteeR PRojeCtSaturday, April 16, 2016, 8:00 a.m. – 4:00 p.m. (hours subject to change)
Few individuals understand the effects of disasters, poor planning and catastrophic events can have on a community like business continuity professionals. That is why Continuity Insights is offering an opportunity to give back through our Continuity Cares program.For 2016 our volunteers will be assisting at Habitat for Humanity in Nashville. The various tasks might include painting, organizing rooms, cleaning, working at the warehouse, or dividing our time between their two stores with some smaller projects. If you or your colleagues are interested in participating, please sign up within our conference registration system or contact Kim Ciriaco at [email protected] or 973-920-7129.
Host Hotel: gayloRD oPRylanD ResoRt & ConVention CenteR 2800 Opryland Drive Nashville, TN 37214 615-889-1000The 2016 Continuity Insights Management Conference moves to the Gaylord Opryland Resort & Convention Center in Nashville, TN. The Gaylord Opryland Resort & Convention Center, a premier Opryland hotel, offers guests all the excitement and energy of Music City under one spectacular roof. Nestled in a bend of the meandering Cumberland River, the Nashville resort features an extraordinary selection of dining, shopping and recreational activities underneath our signature glass atriums – the perfect setting for a complete getaway.Continuity Insights Management Conference has negotiated special rates with the Gaylord Opryland Resort & Convention Center for $189/night. Link: https://resweb.passkey.com/Resweb.do?mode=welcome_gi_new&groupID=51971378
aiRPoRt: nasHVille inteRnational aiRPoRt – Bna615-275-1600 Distance from Hotel to Airport 8.9 miles.Airport shuttle service, reservations required, estimated fee: $30 (one way) Shuttle Phone: 615-883-2211 Estimated taxi fare: $25 (one way)
HOTEL & TRAVEL INFORMATION
EVENTS
2016 MANAGEMENTCONFERENCE
VenDoR PResentationsTuesday, April 19, 2016, 11:15 a.m. – 12:00 p.m., and 1:00 p.m. – 1:45 p.m. Wednesday, April 20, 2016, 8:00 a.m. – 8:45 a.m.
Attendees are encouraged to attend informative presentations from some of the industry’s leading vendors and consultants. Feel free to bring your breakfast or lunch (provided by Continuity Insights) into these informal and interactive sessions. Learn the features and functions of today’s top software programs, ask questions about the leading BC tools and metrics used today, preview tomorrow’s technology, and much more.
a CeleBRation of nasHVille – musiC City usaTuesday, April 19, 2016, 6:00 p.m. – 9:00 p.m.Delta Island, Gaylord Opryland Resort & Convention Center
Join your fellow attendees for this celebration of the rich history of the Nashville music scene. All attendees and exhibitors are invited to this night of fun, food, music, and a chance to win prizes by testing your musical knowledge.
Registration informationRegister at: www.cimanagementconference.com Full Conference RegistrationBy February 26th $1,295By March 18th $1,395After March 18th $1,495Full conference registration includes conference sessions, proceedings, breakfasts, lunches, exhibits, Monday evening reception, and Tuesday night event.Attend the Continuity Insights Management Conference and Earn Continuing Education Points! Justification Letter template: To assist you in creating your written request or approval for attending the 2016 Continuity Insights Management Conference, a downloadable letter is available at: www.cimanagementconference.com.group Rates: Register with your colleagues and save on conference registration fees. A 20% discount will be applied to groups five or more, provided that the registrations are submitted at the same time. Contact show management for questions regarding other group discounts.Cancellation Policy: A full refund of conference fees, less a $50 administration charge, will be issued for cancellations received in writing and postmarked no later than March 4, 2016. After March 4, 2016, no fees will be refunded. Americans with Disabilities Act: If you require specific aids or services, please contact the show management at least two weeks prior to the meeting start date.
Official Airline of the Continuity Insights Management Conference
southwest airlinesWin a $500 Southwest Airlines
Gift Card!Qualified Continuity Insights Management Conference attendees are eligible to win one of ten $500 Southwest Airlines Gift Cards to be awarded at the event.
Use these Gift Cards toward the purchase of travel on any of Southwest Airlines’ 96 destinations across 41 states and the District of Columbia.
More information and complete details are available at
www.cimanagementconference.com and in our eNewsletter, Ci Bulletin.
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PAIDHARRISBURG, PA
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Take advantage of the early registration discount.Register today!
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The Road toResilience
The Road toResilience
The industry’s leading conference for strategic business
