View by: All Tracks Track A - Strohl Software Specific Track B - Strohl – PLANet Specific Track C – Best Practices Track D – Lessons Learned: Hurricane Katrina Track E – Technical Track F – Overall BCP

What are Tracks?
Tracks are groups of Break Out sessions divided into agendas directed at specific aspects of BCP.

A Closer Look at the Next Release of LDRPS
Curious about the next version of LDRPS? This session will give you an overview on how it will pave the way for your future planning. Learn about what new features, most of which were inspired directly from our customers, will be included in the future release. You'll also see the latest version of Crystal Reports that will accompany the new LDRPS.
Jean Benning, Strohl Systems
Track: Strohl Specific – LDRPS
Level: All

Assess Your BC Career Today to Ensure Your Marketability in the Future
Have you ever wondered where your career in BCP is taking you? What options do you have? Do you want to add to your current skill set but don’t know where to begin? Are you being fairly compensated? Find out how to take your career to the next level by attending this session about career planning in the BCP industry.
Cheyene Haase, BC Management, Inc
Track: Overall BCP
Level: All

Assessing vulnerabilities using the PLANet BIA module
Emerging FFIEC regulations require that financial institutions conduct a business impact analysis (BIA) to assess their vulnerability to disruptions. As a community bank or credit union, would you know what impact a disaster would have on your shareholders and customers? Learn how the new BIA capabilities in PLANet 2.0 can be used to gather this information, and to generate reports that identify and analyze the most vulnerable areas of your institution.
Lee Milligan, Strohl Systems
Track: Strohl Specific - PLANet
Level: All

Automating Plan Maintenance: LDRPS Web Administrative Tools
You've purchased LDRPS Web, which meets the challenge of allowing users to access and build plans from anywhere in the world. But how can you use the Web Administrative Tools to simplify plan maintenance? In this session, learn how to use Plan Assistants, Email Notifications, Plan Approvals, and Audit Reporting to maintain your LDRPS data.
Gretchen Hertzog, Strohl Systems
Track: Strohl Specific – LDRPS
Level: Intermediate

BCP – A University Approach
Typically, disaster recovery planning focuses on IT-based initiatives such as data back-up and server recovery. Business continuity planning goes further by analyzing risks and recovery capabilities. Ed Gregory of DePaul University will offer some insight into developing collaborative plans for an entire education institution, including DePaul's on-going efforts to move from DRP towards BCP, and the institution's use of LDRPS and BIA Professional to do so.
Ed Gregory and Cheryl Hover, DePaul University
Track: Best Practices, Strohl Specific – LDRPS, BIA Professional
Level: All

BCP Testing for Community Financial Institutions
A BCP program is worthless if it hasn’t been tested. This session will explain the importance behind testing and provide examples of the different types of tests community banks and credit unions can conduct. Additionally, you will learn how often you should conduct tests, the audit requirements that mandate testing and maintenance, and what auditors are looking for when they review your plan.
Katie Mason, Premier West Bank
Track: Strohl Specific – PLANet, Best Practices
Level: All

BIA Professional 4.0
In a world of corporate mergers, strategic acquisitions, and office relocations, how can you be sure that all the information in your plan is still valid? A business impact analysis (BIA) is a great way to find out. Learn how to make BIA a part of your annual planning practices, even if you already have a plan in place. This session also highlights the BIA Professional approval feature, which allows managers to review survey responses before submitting them.
Jodi Bell, Strohl Systems
Track: Strohl Specific – BIA Professional, Overall BCP
Level: Novice

Business Continuity Metrics at Constellation Energy
Most corporations look for meaningful metrics to provide indications of business performance and how to improve that performance. Using Strohl's LDRPS and Enterprise Risk Management System, the Constellation Energy Business continuity team has developed metrics to measure their entire risk profile. At this session, you’ll learn about the metric development, how it was implemented at the enterprise level and see samples of the various metrics published.
Robert Cornelius and Christine Johnson, Constellation Energy
Track: Strohl Specific – LDRPS, Overall BCP, Best Practices
Level: All

Communicating BCP both Internally and Externally
Whether you have just begun the planning process or have a mature program, understanding and building relationships within the communities where your offices reside is key to the overall success of activating your plans. Karl Weinberg of Chicago Mercantile Exchange and Doreen Norako of Brown Brothers Harriman & Co will share with you their experience and lessons learned working with local government, regulatory agencies, and industry groups to improve your internal continuity and crisis management plans for real event management.
Doreen Norako, Brown Brothers Harriman & Co., and Karl Weinberg, Chicago Mercantile Exchange
Track: Overall BCP, Best Practices
Level: All

Continuity of Operations (COOP) Grows Up
There is renewed interest in governmental continuity planning. Learn how the State of Maryland has taken steps on how to prepare for disasters and how other governments can do the same. They’ll also showcase their use of LDRPS and BIA Professional to plan, organize, analyze and maintain an enterprise COOP program.
Teresa A. Chapman, Maryland Emergency Management Agency
Track: Overall BCP, Strohl Specific – LDRPS, BIA Professional, Best Practices
Level: All

Countrywide's Journey with NotiFind
In the two years since Countrywide Financial Corporation implemented NotiFind, they have enacted their emergency notification systems for dozens of disaster and non-disaster events. Take a stroll with Countrywide through the major disaster events since 2004 and see how they customized their notifications to quickly recover from these events while caring for their employees. During this journey, you will take away actual examples of how NotiFind can prove to be a significant return on investment for your organization.
Phil Bigge, Countrywide Financial Corporation
Track: Strohl Specific – NotiFind, Best Practices
Level: All

Developing Awareness and Training Programs in Support of the BCP
Awareness and training programs are an integral ingredient in ensuring business continuity planning preparedness at all levels in the organization. Not only are these programs essential to the plan's overall effectiveness, they are included in the FFIEC's regulatory requirements for BCP. This session is designed to assist the business continuity planner in developing the elements of business continuity awareness and training programs that will create and maintain organizational awareness and enhance the skills required to develop, implement, maintain, and execute all business continuity initiatives.
Lisa Bennett, Strohl Systems
Track: Overall BCP, Strohl Specific – PLANet
Level: All

End to End Interdependency Analysis Using LDRPS and NotiFind
Learn just how vital assessing and integrating all layers of continuity are to having an effective enterprise continuity program. Implementing a process continuity program facilitates planning for the organization across business and technology areas, rather than the “silo” approach of planning. Understanding the business flow is critical to gauging the recoverability of the organization and in supporting incidents. You’ll also see how State Street uses NotiFind to notify business continuity managers of an incident and how they utilize the results.
Anne Marie McCaughey and Chris Glebus, State Street Corporation
Track: Strohl Specific – LDRPS, NotiFind, Best Practices
Level: All

For Rehearsals and Real Events: How Discover Utilizes NotiFind
Learn how Discover Financial utilizes NotiFind during both real events and tests. Michelle Jones will explain the many ways in which they use NotiFind, and how having centers located across the United States that are encountered by diverse weather conditions places a special importance on the need for prudent crisis communications. Michelle Jones, Discover Financial Services
Michelle Jones, Discover Financial Services
Track: Strohl Specific - NotiFind, Best Practices
Level: All

Global One-Person LDRPS Web Administration
Finding it difficult to acquire sufficient LDRPS Administrative staff to both fully mentor your company's numerous global business continuity coordinators and planners while performing software administrative duties? Learn how one company wisely invested in Strohl Consulting Services advice for how to customize LDRPS Web while leveraging its security architecture, successfully activating nearly 85 business continuity planners in North America, Europe, Asia-Pacific, and Latin America in 10 months with just one Corporate administrator.
Bob McCord, Ingram Micro
Track: Strohl Specific – LDRPS, Best Practices
Level: All

Good Practices for LDRPS Implementation
New LDRPS users might be wondering where to begin…existing users might want to bring their planning to a new level. This session will provide valuable insight in how to customize the LDRPS database no matter how long you’ve used it. With focus on process interdependencies, how to best leverage existing locations and much more, both new and experienced planners will learn how to utilize plan information as effectively as possible.
Strohl Systems, Laura Sanchez
Track: Strohl Specific – LDRPS, Overall BCP, Best Practices
Level: All

Hard Times in the Big Easy
Discover how Sprint Nextel combined two world-class BCP programs and learn how their continuity plans were put into immediate action two weeks after their merger when they responded to Hurricane Katrina. You'll hear how they built a camp for 300 personnel and managed the logistics of recovery in the wake of the nation’s largest natural disaster. Attendees will walk away from this case study with lots of real-world, practical information.
Greig Fennell, Sprint Nextel Communications
Track: Overall BCP, Best Practices
Level: All

Hurricane Katrina From A Distance
During a time of crisis as challenging as Hurricane Katrina, how many teams can you juggle at once while still maintaining continuity? This session will focus on important real life lessons learned like being proactive instead of reactive, eliminating redundant work and providing an effective corporate-wide response.
Kathleen Robbins, UnumProvident
Track: Hurricane Katrina – Lessons Learned, Business Continuity, Best Practices
Level: All

Image Counts: Enhancing Basic Crystal Reports
LDRPS leverages the functionality of Crystal Reports to professionally display your LDRPS data. This session will show you how to use Crystal Reports to group and filter your data for analysis, and to enhance the appearance of standard LDRPS reports by changing font, color, and layout. For users who are new to Crystal Reports and LDRPS report functions.
Nick Ferraro, Strohl Systems
Track: Strohl Specific - LDRPS
Level: Novice

Internet Resiliency
Internet access is a critical network component for businesses as they develop their disaster plans. The need to keep employees, end-users and suppliers connected is not an option, and clients should assess the resiliency of their Internet services both in production and recovery. This session will review considerations for your Internet environment to address recovery and resiliency, including both inbound and outbound connectivity, connections to multiple ISPs, and critical routing decisions.
Scott Hofer, IBM Business Continuity and Recovery Services
Track: Overall BCP, Technical
Level: All

Introduction to Business Continuity Planning I
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.)
Abby De Lotto, Strohl Systems
Track: Business Continuity Planning, Strohl Specific
Level: Novice

Introduction to Business Continuity Planning II
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.)
Abby De Lotto, Strohl Systems
Track: Business Continuity Planning, Strohl Specific
Level: Novice

Involving and Training Your LDRPS User Community
As plan builders, your LDRPS users have been given a critical job to do – to protect their organization and the people who work with them from the impact of business disruption. Learn how Convergys developed specific training sessions designed for LDRPS users and other members of their corporate business continuity infrastructure. Also offered will be suggestions for creating your own training program.
Terry Francis and Gary Mielech, Convergys
Track: Strohl Specific – LDRPS, Overall BCP, Best Practices
Level: All

Jumpstarting an LDRPS Implementation
Sometimes the biggest challenge is getting the best possible start on continuity planning. Learn how and why Thomson Prometric applied a very unique parallel activity methodology to their plan development that allowed them to jumpstart their LDRPS implementation. What worked well? What didn’t? Attend this valuable session to find out.
Don Hall, Thomson Prometric
Track: Strohl Specific – LDRPS, Best Practices
Level: All

LDRPS Good Housekeeping
Join this session to learn effective ways to maintain a tidy LDRPS database. Various tools and techniques will be presented that will help you keep the dictionaries as clean as possible. The session will also include how you can use the Plan Assistant to notify plan builders when they need to update their plans.
Karen Rinaldi, Blue Shield of California, and Alyce Chasse, Emergency Planning International
Track: Strohl Specific – LDRPS, Best Practices
Level: All

LDRPS Plan Navigator
The new version of LDRPS will provide a more in-depth sense of planning direction. The Plan Navigator is where this focus is most prevalent as it guides LDRPS users through important questions, giving the key direction necessary in building and sustaining effective continuity plans. Attend this session to get to know the best planning partner you’ll ever have.
Victoria Wheaton, Strohl Systems
Track: Strohl Specific – LDRPS
Level: All

Leveraging your LDRPS data using Advanced Crystal Functions
Your data is only as useful as the reports you use to analyze and display it. This session will show you how you can use advanced Crystal Reports functions to view and analyze your LDRPS data any way you want, and how to create graphs and visual representations that leave a lasting impression with management. This session will cover advanced areas of Crystal, including creating formulas and linking tables.
Elizabeth Anne Ashley, Strohl Systems
Track: Strohl Specific – LDRPS, Technical
Level: Expert

Maintaining Internal Support for your BCP
Without the right backing from the right people in your organization, building and maintaining a continuity plan for your credit union may be difficult. This session will focus on how to acquire and maintain internal support for your business continuity program from management and/or a Board of Directors.
John Bono, Coastal Federal Credit Union
Track: Strohl Specific – PLANet, Best Practices
Level: All

Managing Vital Records in BCP
Continuing to effectively manage vital records during a disaster is important from a business, legal and regulatory perspective. This session’s main focus will define what factors drive records management, which records are vital and how LDRPS can effectively document them all. Also learn how records management relates to BCP and other key corporate areas and issues.
Mike DiDomizio, Prudential Financial
Track: Overall BCP, Strohl Specific – LDRPS, Best Practices
Level: All

Maximizing the Value of Process-based Plans
Planning by process greatly increases a company's ability to respond to disruptions of different types and magnitude. How can you make the most of your process-based plans? This session shows you how to structure process-based plans to help you forecast the impact of process component outages, focus on critical recovery targets, evaluate continuity investments, and create recovery teams that engage multiple business units.
Doug Kavanagh, Strohl Systems
Track: Overall BCP, Strohl Specific – LDRPS, Best Practices
Level: All

Planning for the Community Financial Institution
You need to be sure that your financial institution is always prepared to quickly recover every business operation in the wake of a disaster. And what about being compliant? Learn how to best prepare your institution for whatever challenge lies ahead.
Sharon Edgar, Rabobank, NA
Track: Strohl Specific – PLANet, Best Practices
Level: All

Print-to-Mail Hurricane Recovery: Lessons Learned
If print and mail disaster recovery efforts are not planned for or carefully executed, the results can mean no billing, no income…and no business. This session will provide a first-hand look at the print-to-mail recovery and continuity efforts of three Louisiana based organizations and one Florida based company. Also reviewed, a Print-to-Mail BIA which provides a checklist for what should be included in every company's print-to-mail recovery plan.
Gerald Montella, Mail-Gard
Track: Best Practices, Overall BCP
Level: All

The Four Parts of FFIEC Regulations for BCP
Are you ready to face new and strict FFIEC regulations? This session will go into fine detail on the best practices of staying compliant. Even the most experienced planners will learn valuable insight in how to take away the stress of those regular visits from the auditor.
Ernest Hernandez, Texas Dow Employees Credit Union, Best Practices
Track: Strohl Specific – PLANet
Level: All

Think Before You Plan – Best Practices in Structuring LDRPS in a Web Hosted Environment
Being so flexible, the planning decisions you make now with LDRPS can have a major impact on your planning later. Learn how making the right configuration and hierarchy choices that support both your current planning needs and your future efforts as they change and mature over time can make all the difference.
Bill Ashland, Banknorth
Track: Strohl Specific – LDRPS, Technical, Best Practices
Level: Intermediate

Woodforest National Bank and Hurricane Rita: A PLANet for Banks Case Study
Based on their experience during Hurricane Rita, Allison Carpentier and Sarah McManners of Woodforest National Bank will present some unique considerations of disaster response to provide you with new insight for continuity planning in banks. Issues to be covered include the logistics of moving proof, ordering cash, and getting personnel from branch to branch in a city where transportation was non-existent. Allison and Sarah will discuss how these issues forced Woodforest to reconsider how to document recovery processes and establish command center roles and tasks in PLANet.
Allison Carpentier and Sarah McManners, Woodforest National Bank
Track: Strohl Specific – PLANet, Overall BCP
Level: All

Strohl Systems Tactical Exercise
Participate in a tabletop disaster simulation and experience what it’s like to be part of a recovery team as a disaster unfolds. In this 2 to 2 ˝ hour tactical exercise, during which approximately 48 hours of recovery effort will be simulated, each attendee will be assigned to a recovery team. From there, each team will be responsible for completing that team’s recovery duties, keeping the Emergency Operations Center up to date, communicating with other teams and making the decisions affecting the resumption of critical business operations for the fictional company.

Whether you are looking for insight about what it’s like to be part of a recovery team or are planning to conduct your own tabletop exercise in the near future, this exercise will provide you with a better understanding of what a simulation and a real emergency is all about.