Advanced Crystal Reports
Monday, September 29, 10:45 am; Wednesday, October 1, 10:30 am
Have you been using Crystal to create your custom reports, but want to know more? This session teaches attendees how to maximize Crystal Reports’ features. Learn about building sub-reports, special formulas, graphing, and cross tab reports. This session is for the more advanced Crystal user.
Jean Benning, Strohl Systems

Audits and Plan Testing
Monday, September 29, 1:15 pm
What’s the best way to be sure your plans will work when you need them? Testing! Attend this session and come away with a deeper understanding of effective testing. We will review different types of tests, help you choose appropriate testing methods, and teach you how to provide the level of test audibility you’ll need to satisfy emerging regulatory requirements.
Lee Milligan, Strohl Systems

BCP 201 – Program Maintenance (Case Study)
Monday, September 29, 10:45 am; Tuesday, September 30, 4:15 pm
Your plan is in place…now what? Since business continuity planning is a project that is never finished, it’s vital that you continue to take it to the next level. This session will focus on the maturity cycle of a strong BCP, a suggested maintenance cycle, and tips on how to keep information and interest fresh in the program. Also discussed will be common BCP trends and benchmarks in a variety of industries.
Michelle Jones, Discover Financial

BIA Professional and LDRPS on the Web (Case Study)
Monday, September 29, 2:30 pm; Tuesday, September 30, 11:00 am
Learn how Countrywide Financial transitioned their continuity plans from a manual process to a more automated one while using BIA Professional and LDRPS Web Server in order to keep plans current. Find out Countrywide’s keys to BCP success, such as utilizing proper sources of data, having business units to maintain information, knowing when how often plans should be printed, and how to become a better coordinator, and less of an administrator.
Phil Bigge, Countrywide Financial

Building a Plan on the Web (Case Study)
Monday, September 29, 9:30 am; Tuesday, September 30, 11:00 am
Hear the entire BNP Paribas Private Bank BCP success story, from how they got LDRPS Web Server rolling to creating an entire BCM structure and department. Also learn invaluable tips on tailoring LDRPS screens, creating customized Crystal Reports, and good practices to be aware of while using BIA Professional Web Server to collect prime information for LDRPS. Sally Ames, BNP Paribas

Building BIA Reports and Graphs (Case Study)
Monday, September 29, 9:30 am; Wednesday, October 1, 10:30 am
Have you been put in charge of collecting information for your BCP with BIA Professional? No problem. Constellation Energy shares their methods of creating the professional reports and graphs needed to build strong and reliable continuity plans. Also discussed will be tips on how to utilize the Report Wizard in BIA Professional, and how to create a professional looking table of contents to present to management.
Christy Johnson, Constellation Energy Group

Communications During a Disaster
Monday, September 29, 2:30 pm; Wednesday, October 1, 10:30 am
Is there anything as important as good communication during a recovery? Learn about the most vital communication techniques and sources during an incident, as well as methods used to communicate with both fellow employees and the public, both of which are critical for an effective and efficient recovery.
Madeline Bowden, Citigroup

Computer Forensics 101 – How to Respond to a Cyber Attack
Monday, September 29, 3:45 pm; Tuesday, September 30, 11:00 am
Computer Forensics, which is the preservation, identification, extraction and interpretation of computer data, is a specialized and critical process that most organizations do not possess. This session is designed to provide a layman's terms viewpoint of the Computer Forensics universe and is a must-see for anyone involved in BCP or Information Technology Emergency Response planning.
Mike Moniz, Strohl Systems

Crisis Management (Case Study)
Monday, September 29, 11:45 am; Monday, September 29, 2:30 pm
Efficient crisis management isn’t something you can put off until tomorrow. How prepared are you right now? Take an in-depth look at the things you must consider when developing plans such as physical and information security, selecting and equipping a command center, and most important of all, how to solve problems in order to fully recover. Learn the differences between Incident Management, Emergency Response, and Crisis Management. Find out how they’re used together, or whether you need all three!
Rex Engstrand and Aaron Meckler, Wells Fargo

Crystal Reports for Beginners
Monday, September 29, 9:30 am; Wednesday, October 1, 9:15 am
Learn how to design and customize reports for LDRPS using Crystal. Attend this session and you’ll learn how to create subtotals and User Groupss effectively, as well as the basics for linking and base tables.
Elizabeth Schirmer, Strohl Systems

Enterprise Risk Management
Monday, September 29, 1:15 pm; Tuesday, September 30, 4:15 pm
Driven by legislative and regulatory pressure, there are new and demanding requirements for industries to implement effective Enterprise Risk Management (ERM) programs in all large and medium sized organizations. Attend this session and we will share with you the fundamentals of ERM, detail an industry best methodology, and demonstrate a tool that could change the way the world’s companies will manage risk.
John Tartaglia, Strohl Systems

GLBA Compliance: Challenges for Section 501B Security Issues
Monday, September 29, 2:30 pm
Section 501 provides high-level direction for use of a vigilant security program. Each financial institution must assess the impact of changing business arrangements and customer information systems on the security program, document compliance with these guidelines, and keep the Board of Directors informed. Learn how with a risk assessment you can best verify and determine which controls or processes are most appropriate and required to achieve the objectives of Title V.
Tom Necierio, Guarded Networks

How New Regulations Will Affect Your Planning
Monday, September 29, 10:45 am
How do new and existing laws, regulations, and standards affect the real-world practice of business continuity planning? Financial institutions, in particular, are subject to a bevy of new rules and regulations, but what do they really say? How can we know we have complied? Attend this session, learn about the implications of the SEC White Paper, NFPA 1600, and other new and existing legislation affecting the practice of BCP.
Al Parso, First Republic Ban

Identifying Weak Links in Your BCP
Monday, September 29, 9:30 am; Monday, September 29, 1:15 pm
Is your BCP as strong as you think it is? Find out by taking a close look at the elements that make it. This session will focus on identifying the various single points of possible failure that you must be aware of in order to have a solid plan. Are your tasks properly designated? Are your teams well balanced? Have you considered both physical and information security issues? Find out how fail-safe your plan really is.
Mike Jennings, Strohl Systems, and Peter Sjoberg, CNT

Implementing an Enterprise-wide Risk Program
Monday, September 29, 3:45 pm
You can’t have an enterprise-wide risk program without first developing a business continuity plan that identifies, defines, and documents critical processes using a risk assessment. Learn how to develop a risk program that meets regulatory scrutiny in this session.
Steve Fochler, Blair Technology Gro

Incident Manager on the Web (Case Study)
Monday, September 29, 2:30 pm; Wednesday, October 1, 9:15 am
Jody Callahan from the Constellation Energy Group discusses why they chose Incident Manager Web, and shares tips on how to fully utilize its potential. Topics to be discussed include: security, LDRPS integration, electronic messaging, and monitoring a recovery.
Christy Johnson, Constellation Energy Group

Inside Incident Manager
Monday, September 29, 1:15 pm; Wednesday, October 1, 10:30 am
Get to know the power of Incident Manager! This session will give you an overview of its phenomenal features such as the ability to perform all product functions online. You’ll also learn how to transfer critical plan data, including teams and tasks, to and from LDRPS, designing forms on the fly, PAL login, and electronic messaging.
Laura Pearcy, Strohl Systems

International Strategies
Monday, September 29, 1:15 pm; Wednesday, October 1, 9:15 am
Business continuity planning is a global initiative being undertaken, not only on a regional basis, but also on worldwide scale. This session will discuss a number of international BCP regulations, the acceptance of BCP in various countries around the world, and how planners throughout a multi-national organization can work together to meet communication and time zone challenges.
Steven Kokol, Strohl Systems

Introduction to Business Continuity Planning I and II
Monday, September 29, 9:30 am, 10:45 am; Tuesday, September 30, 11:00 am, 4:15 pm
New to continuity planning? If so, BCP can seem like a confusing maze of responsibilities. This workshop provides an overview of the entire BCP process. Topics include how to conduct a business impact analysis (BIA), building and testing a comprehensive recovery plan, and how to utilize LDRPS effectively.
(Due to the amount of material to be covered, this session is offered in two parts.)
Doug Kavanagh, Strohl Systems

Keeping in Touch with NtiFind
Monday, September 29, 3:45 pm; Tuesday, September 30, 4:15 pm
Want to simplify and amplify your planning power? Attend this session and learn about a versatile new addition to the Strohl software suite. Our new emergency notification system enables users to easily import all personnel data from LDRPS, quickly and effectively contact key personnel in a time of crisis, deliver critical messages, and receive important data.
Jennifer Vanella, Strohl Systems

Keeping Score (Case Study)
Monday, September 29, 9:30 am; Monday, September 29, 1:15 pm
Have you heard about the Balanced Scorecard (BSC) system? It’s a tool that alerts organizations as to what their vulnerabilities are via a measurement system. This session will inform you how you can pull elements out of LDRPS to build a scorecard to gauge your company’s recovery readiness. You’ll also learn how to utilize scorecard’s findings, identify any weaknesses, and decide who should get reports and how often.
Linda Drobner, CIGNA

Keeping Your LDRPS Plans Up to Date
Monday, September 29, 1:15 pm; Wednesday, October 1, 9:15 am
Keeping LDRPS running like a well-oiled machine isn’t difficult thanks to its extensive menu of maintenance tools. Attend this session to learn about LDRPS tools such as Plan Assistant e-mail notification, automated import, and scheduled printing that you can use to keep your plans up-to-date and ready for action.
Matt Mohl, Strohl Systems

LDRPS Operation Tips
Monday, September 29, 3:45 pm; Tuesday, September 30, 4:15 pm
To best use LDRPS Web Server, it is helpful to understand the architecture on which it is based. This session explains the web server environment and details how LDRPS works within it, including what exactly it entails to install LDRPS on a Web Server, as well as other general best practices while using the product.
Robert Orta, Strohl Systems

LDRPS Plan Assistant
Monday, September 29, 10:45 am; Tuesday, September 30, 4:15 pm
Learn the LDRPS Plan Assistant from top to bottom. Get to know the basics like what it is and how it can help you, to more advanced features and how it can be customized. Also covered: Plan Assistants included with LDRPS, automated e-mail notification for LDRPS Web Server users.
Victoria Cucé, Strohl Systems

LDRPS Security: An Overview
Monday, September 29, 3:45 pm; Wednesday, October 1, 9:15 am
How well do you know the LDRPS security module? This session is useful for both the beginner and seasoned pro who might be looking to learn some valuable tips. Topics to be covered include how security packages can save you time when setting up your users, what packages to assign your users, and how record access filters can limit what records can be viewed or edited.
Karen Donoughe, Strohl Systems

Now What? LDRPS Basics
Monday, September 29, 2:30 pm; Tuesday, September 30, 11:00 am
You’ve just purchased LDRPS…where do you begin? Get off to a good start with some tips on preliminary plan building steps like establishing your plan tree, customizing your LDRPS, security, and importing.
Abby De Lotto, Strohl Systems

Printing and Mail Room Recovery
Monday, September 29, 3:45 pm; Wednesday, October 11, 10:30 am
Most people realize the importance of a recovery plan for their data, but what about their critical printed documents? Nearly 75 percent of all US Businesses have experienced a business interruption, yet nearly 60 percent of businesses do not have a plan to protect their critical documents. This session will teach you why print and mail recovery is an essential part of your continuity plans, and also how you can develop and implement a plan for your unique requirements.
Gerald Montella, Mail-Gard

Setting up Plans for Plan Builders
Monday, September 29, 3:45 pm; Tuesday, September 30, 11:00 am
Geared towards administrators, this session will direct you in guiding your team of plan builders towards putting together a successful continuity plan. Topics to be covered include how to set up and apply plan templates, writing a plan overview, setting up plan roles and plan notification, and building a table of contents.
Sally McGill, Strohl Systems

Using BIA Professional on the Web
Monday, September 29, 10:45 am; Wednesday, October 1, 9:15 am
Conducting a Business Impact Analysis is now easier than ever! With BIA Professional’s new Web Survey tool, you can design and distribute surveys via the Internet. Attend this session to learn all the ins and outs, to learn tips on installing and configuring your Web server, and to find out how easy it is to manage published surveys, and to efficiently distribute and collect your recipient’s answers.
Stephanie Averitt, Strohl Systems

Web Hosting (Case Study)
Monday, September 29, 2:30 pm; Wednesday, October 1, 10:30 am
Are you considering Strohl's Hosted Solutions and want to learn more about them? Karen Rinaldi from Blue Shield of California will provide an analysis of the differences in using LDRPS in this environment. She will also show you how Blue Shield has structured their emergency and recovery plans in LDRPS over the last eight years, and will provide her perspective on the product.
Karen Rinaldi, Blue Shield of California

What’s New with PLANet
Monday, September 29, 9:30 am
Don’t miss this exciting session during which we’ll reveal the latest and greatest enhancements to PLANet 1.3! Our team of developers is working hard to make sure PLANet makes building and maintaining plans easier than ever.
Craig Smith, Strohl System