View by: All Tracks Best Practices Crisis Management Program Management Strohl-PLANet Specific Strohl-Software Specific Technical Training and Awareness

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

Allowing Users to Input & Maintain Plans
Migration and ongoing plan maintenance can be a full time job for even the most dedicated staff. Covering hundreds of plans over multiple sites and allowing individual plan users to input and maintain those plans could either be a real budget saver or a complete disaster! This session will provide real life lessons from a company who has, and is, succeeding with this practice.
Glenn Engle and Dan McKenzie, CUNA Mutual Group
Track: Training and Awareness
Level: All

Application Recovery Plans – Migration from LDRPS 9.1 Web to LDRPS 10
An overview of Safeco’s successful migration from LDRPS Web 9.1 to LDRPS 10, including preparation, resources, timeline, scope and accomplishments. Also hear about their initial experience planning with LDPRS 10, additional implementation plans for future use, and how new formats will be used in future plan exercises.
Debbie Deichert, Safeco Insurance
Track: Technical, Strohl-Software Specific
Level: All

BCP Benchmarking at Goodyear
This session will focus on The Goodyear Tire & Rubber Company's innovative planning process called “Business Continuity Excellence” and how smart planning with Strohl tools and developing a benchmarking strategy can be keys to their success. Hear about how you can do the same by learning a few best practices, what and how benchmarking items are measured, and how to develop a “scorecard.”
Michael Janko, Goodyear Tire & Rubber Company
Track: Program Management
Level: Intermediate

Best Practices for International Planning
Can you say with confidence that you’d be prepared to plan for a business disruption in an international setting if required? Learn about cultural differences, time zones, local governments and regulations that may greatly impact your program. An effective methodology in centralizing offices and best practices will also be shared.
Mike DiDomizio, Prudential Insurance and Raelene Wong, Applied Materials
Track: Program Management
Level: All

Best Practices for Your Business Impact Analysis
There are countless methods of performing a BIA – how do you know what’s best for you? This session will focus on the different methods of performing a BIA, how often they are needed, and how you can develop a project plan and ensure its methodology will be compliant with internal audit and external regulators.
Susan Phillips, People First Federal Credit Union
Track: Strohl-PLANet Specific
Level: All

BIA Professional Implementation at Carrier Corporation
Attend this case study on Carrier Corporations’ implementation and experience using BIA Professional with a project structure for 100 sites worldwide. Ann Cross and nNat Tejo will share their standard processes and reporting, as well as their project victories and lessons learned along the way.
Ann Cross and Natarajan Tejo, Carrier Corporation
Track: Best Practices, Strohl-Software Specific
Level: All

Blending Mergers or Acquisitions into BCP
When companies merge or get acquired, the affect it may have on a continuity program could be staggering. Learn what prep work should be done and what important aspects of both planning cultures should remain, change, or be completely removed that will result in a solid continuity program.
Yevette Woods, Transocean, Inc.
Track: Program Management
Level: All

Breaking Barriers - BC Adoption Across an Enterprise
The importance of developing positive momentum for your continuity program is vital. Now how do you maintain it? Standardizing your program across departments while rolling out LDRPS 10 is a good place to start. The goal of this presentation is to review program strategies to develop a truly integrated program across an enterprise.
Michele Guido, Southern Companies and Aaron Callaway, Strohl Systems
Track: Training and Awareness
Level: All

Building Community Relationships Before an Incident
Building relationships in the local community before an incident happens has countless benefits. Learn how it can help with training and awareness, response, recovery and provide additional support and resources when you need them. Discover ways to build and maintain critical partnerships with other companies and with the public sector.
Kathy Robbins, Unum
Track: Training and Awareness
Level: All

Building Cool Boards in Incident Manager Powered by WebEOC
Incident Manager powered by WebEOC provides you with a virtual setting for your Emergency Operations Center where electronic status boards are used to organize and manage data during any type of incident. Board to board relationships can be created to facilitate, manage and enhance custom Incident Management methodologies. Learn how you can leverage the flexibility of the software to meet your needs by not only customizing Standard boards but also easily creating cool new boards from scratch.
Strohl Systems
Track: Crisis Management, Strohl-Software Specific
Level: Intermediate

Building Customized LDRPS 10 Plan Navigators
Navigators allow you to design the planning experience you want for your users by creating a customized planning workflow. We'll discuss the things you need to consider before you create a navigator, including the types of plans you may want to build, and how to focus on and cater to the needs of your users.
Strohl Systems
Track: Strohl-Software Specific
Level: All

Business Unit Recovery Testing
Ok, now your systems have been recovered, but are you sure everything is in place and available for your business unit users? This session will cover business unit recovery testing from A to Z. Hear how to structure a test from early development to determining who should be involved, what your scope should be and metrics that can be used to measure the success of the test.
Cheryl Kobetsky, Chicago Mercantile Exchange
Track: Training and Awareness
Level: All

Certification: What’s in it for Me?
Why get certified? The simple answer is to remain as competitive as possible. But there are countless other reasons that this session will clarify. You’ll learn about the varying types of credentials such as full-scale professional certification, knowledge-based certification, curriculum-based certification and the value of each. And find out what is available in the current market to support your professional development and career goals.
Jim Nelson and Lynnda Nelson, ICOR
Track: Training and Awareness
Level: All

Communications Strategies for Promoting Workforce Continuity
Many organizations are quickly becoming aware of the importance in prudent planning for communications and IT systems. While this attention is critical, failure to effectively plan for management of your human capital can be even more significant. Learn how improvements in workforce continuity planning can yield significant benefits to staff morale and safety, and of course, an organization’s resilience during a crisis.
Steve Zirkel, Varolii
Track: Crisis Management
Level: All

Corporate Command Center Policies and Procedures
When designing an effective crisis command center, experience can make the difference between a well-oiled machine and further frustration. Join the experts in corporate command center planning. ESi will discuss policies that are essential to operating an effective command center; different corporate designs of command centers; and common pitfalls. You will learn proven methodologies to activate, run and sustain a corporate command center for an extended amount of time.
Jim Cook, ESi
Track: Crisis Management
Level: All

Crisis Management in Higher Education
This interactive session on crisis management and crisis communication will focus on the unique challenges and obstacles that face higher education institutions. To be discussed: creating crisis management teams; how various incidents should be addressed and what important items must be in your plan to accommodate this very unique setting; communications to students, employees, faculty, media and the different ways it can be handled.
Ed Gregory, DePaul University and David Lindstedt, The Ohio State University
Track: Crisis Management
Level: All

Developing a BCP Toolset: The Pain and The Glory!
BNP Paribas has developed and implemented a number of BCP solutions over the past six years. This session will outline how they’ve used Strohl products and their own internal applications to develop innovative solutions across a number of areas including Recovery Site Management and Staff Accounting. Also shared, some experiences from the BNP Paribas Global LDRPS deployment project.
Richard Bale, BNP Paribas
Track: Best Practices
Level: All

Developing an Effective Training Program for LDRPS 10
What key components and types of delivery modes should be used in training your people on LDRPS 10? How often should it be conducted? What tools and handouts should be used? Should there be different training module for different planning focus’ and audience? Answers to all this and more including a project plan in implementing a training program.
Doreen Norako, Brown Brothers Harriman & Co.
Track: Training and Awareness, Strohl-Software Specific
Level: All

Distributed Planning with LDRPS 10
As the administrator in charge if managing your plans, you will need to determine the best way to divide the work amongst departments and people in your organization. This session will look at how to do this using Navigators and Scheduling Security. We'll focus on directing your planning efforts to subject matter experts, coordinating the work of multiple builders of a single plan, eliminating planning effort logjams, and tracking the progress of all contributors
Strohl Systems
Track: Strohl-Software Specific
Level: Intermediate

Do I Really Need All These Fields?
This session will focus on the benefits of simplicity when building plans. New users to LDRPS can be intimidated by its many planning options. To prevent that stress and promote effective planning, you may be able to remove many fields or screens that are not critical for your particular program. Do your rookie LDRPS users a favor and attend this session!
Doug Kavanagh, Strohl Systems
Track: Strohl-Software Specific
Level: Intermediate

Elevating Your BC Career and Assessing Your Worth
Business continuity professionals are receiving more attention today due to increased awareness at the corporate level. In response, the BC/DR discipline is continuing to evolve at a rapid pace. In order to be competitive in the future, individuals must assess their current credentials and formulate a career path strategy. This session will focus on the skills that are in demand, a likely career path you can you expect and determining your market value.
Cheyene Haase, BC Management, Inc.
Track: Training and Awareness
Level: All

Exercises: From Tabletop to Tactical
Certainly one thing that is part of any planning methodology is exercising. This session will provide information on what every planner should know such as new trends, benchmarking in exercising, the various types of exercises and outcomes, and how often to do each. Learn the importance of reporting on results, what types of reports should be generated from each exercise and how to measure the success of each.
Tara Verble, HCA
Track: Training and Awareness
Level: All

Finding Your Seat: Business Continuity at the Executive Table
Disaster Recovery / Business Continuity represent a central but frequently underestimated component of a company's risk-management strategy. To be successful, including maintaining regulatory compliance, Business Continuity must be woven into the strategic fabric of your organization. Learn how to obtain and maintain your senior management’s engagement – from program ownership, through funding and finally its endorsement.
Carol Moffitt, CIBC
Track: Program Management
Level: All

Going from BCP to BAU (Business As Usual)
There are checklists, benchmarks, reviews, standards and certifications that measure the maturity of a continuity program…but which indicators are reliable? Which ones should you use? This presentation will detail the story of Prudential's program – from disaster recovery planning to contingency planning and business continuity. It will identify the processes, tools and practices that Prudential utilized on their way to a mature program.
Mike DiDomizio, Prudential Insurance
Track: Best Practices
Level: All

How to Effectively Manage Change in Business Continuity
Change happens continually within an organization – from employees to equipment to products and services. How do these constant changes affect an organization’s continuity program and how can those responsible keep track of it all? This case study of ADP Canada focuses on how they implemented a methodology to ensure change is not only reflected in its day to day operations, but also within its BCP.
Alex Fullick, ADP Canada
Track: Best Practices, Technical
Level: All

Incorporating NIMS into a BC or DR Plan
Why is it important to understand NIMS (National Incident Management System) and use it in your plans? Learn how the Delaware Department of Technology and Information incorporated NIMS into their LDRPS plans and how you can do the same. Focus areas will be on hierarchy, delegation of authority and the NIMS framework.
Sandra Alexander, Delaware Department of Technology
Track: Crisis Management
Level: All

Information Security: "To Serve & Protect"
Learn how you can ensure your data is secure at all times. Find out about the various monitoring and intrusion detection tools available and how to use them effectively. This session also discusses security incident response plans, malicious behavior strategies and security awareness programs.
Alex Fullick, ADP Canada
Track: Best Practices
Level: All

Installing and Configuring LDRPS 10
An in-depth look at the underlying architecture and technology of LDRPS. Understand all the configuration options and learn how to troubleshoot installation issues. For advanced users who are in charge of installing and configuring the LDRPS application.
Strohl Systems
Track: Technical, Strohl-Software Specific
Level: Expert

LDRPS 10 Implementation Project Planning – Lessons Learned
This session will focus on M&T Bank’s implementation of LDRPS 10, specifically, planning their data migration, technical concerns, future maintenance, end user training and of course, lessons learned along the way.
Dick Donovan, M&T Bank
Track: Best Practices, Strohl-Software Specific
Level: All

LDRPS 10 Security Out of the Box
You’ve installed L10, now unleash the power of the Security features. Learn about everything you should consider before setting security for your users, and learn how to implement multiple access settings in LDRPS 10.
Strohl Systems
Track: Strohl-Software Specific
Level: All

LDRPS 9.1 LAN to LDRPS 10 – A Migration Case Study
Ready to consider migrating to LDRPS 10? This session will outline how one company prepared for and executed the migration from LDRPS 9.1 LAN to LDRPS 10. Topics to be covered include what extra tools and steps are needed if starting with the LAN (MS Access) version of LDRPS 9, tips on how to port over custom reports and much more.
Lisa Skalecki, Sterling Jewelers and Jennifer Finnin, Strohl Systems
Track: Best Practices, Strohl - Software Specific, Technical
Level: Expert

Leveraging Crystal Reports in LDRPS 10
LDRPS 10 utilizes many powerful functions within Crystal Reports XI. Find out how some of the more complex standard reports are constructed and how you can tailor them to match exactly what your organization needs for its plans. Also learn components of the database structure in LDRPS 10.
Strohl Systems
Track: Strohl-Software Specific
Level: All

Leveraging NotiFind Beyond Times of Crisis
Learn how Commerce Bank has leveraged the power of N?tiFind well beyond usual uses during a crisis. Hear how they made use of this communication tool and the frequency of its use. Also discussed, their methodology in using N?tiFind to expedite critical information and minimize downtime during a production outage.
Alan Salkowitz and Jeffrey Battaglino, Commerce Bank
Track: Crisis Management, Strohl-Software Specific
Level: All

Metro Nashville's Migration and Implementation of LDRPS 10 - An Update
It's been a year since Metro Nashville shared the story of its LDRPS 10 migration. Now fully implemented, learn how this government agency has come to rely on Plan Navigators vs. the Plan Assistant, the increased functionality of Dependency Mapping, and how the overall improvement of the system has enhanced the end-users experience and the BC program as a whole. The Metro Nashville team will share some ideas on how to make implementation easier, tips for program rollout, end-user training techniques and lessons learned.
Andy Palk, Metropolitan Government of Nashville
Track: Best Practices, Strohl-Software Specific
Level: All

Migration Manager Best Practices
How does the Migration Manager work? No matter what version of LDRPS you decide is best for your organization, the process you’ll follow using it will benefit from following the best practices discussed in this session.
Strohl Systems
Track: Strohl-Software Specific
Level: All

Navigating Navigators - Maximizing LDRPS Advanced Features in the Real World
The LDRPS Plan Navigator is a tool with nearly unlimited potential to both empower and educate your plan builders while maintaining effective control over how they build plans. This session will share real world experience of how TD Banknorth is leveraging the Plan Navigator to simplify plan building, maintenance and testing, while building more powerful plans
Bill Ashland, TD Banknorth
Track: Strohl-Software Specific
Level: Intermediate

NotiFind - Going Beyond Outbound Communications
NotiFind has always given you the power to deliver critical information to your employees, customers and vendors. Now, through the new Bulletins feature of NotiFind's Message Center, communication is more powerful than ever, allowing you to collect information from your Contacts as well as deliver it. And you can actually tailor your message delivery specifically to custom instructions based on the responses you receive! Hear how Bulletins can connect and protect your organization through two-way communications that provide a further safety net for workers that goes beyond simply receiving information.
Strohl Systems
Track: Strohl-Software Specific
Level: All

NotiFind Implementation and Message Center at Exelon
Learn how Exelon fully utilizes the powerful combination of N?tiFind and Message Center. You will first learn about the implementation phase and integration with their existing tools and the lessons they learned during the process. Then you’ll learn the countless ways Exelon currently uses Message Center, and finally, a scenario that illustrates how N?tiFind and Message Center can address a wide range of issues.
Italo De Santis and Reed White, Exelon
Track: Crisis Management, Strohl-Software Specific
Level: All

Pandemic Plan Development for Financial Institutions
With all the information available on pandemic influenza are you overwhelmed with what to include in your plan? If so, attend this session to explore the A-Z's of developing a pandemic plan including: reasons to plan, planning assumptions, plan components and community resources. Attendees will receive a plan template for their own operations.
Mike Sanders, WSECU
Track: Strohl-PLANet Specific
Level: All

PLANet 3.0 Migration: One Credit Union's Story
Although migrating plans to PLANet 3.0 will be a unique process for every planner, you can still learn a great amount from your peers’ experiences. Hear Andrew Rogers from Westerly Community Credit Union share details on how he and his team prepared for their migration through to lessons learned along the way to the current status of their program in PLANet 3.0.
Andrew Rogers, Westerly Community Credit Union
Track: Strohl-PLANet Specific, Best Practices
Level: All

PLANet Reports and Their Countless Uses
Are you getting the most out of your PLANet reports? For example, you may know that depending on what information you want to see in your reports and plans, each data category in PLANet serves different purposes. But do you know how to build your plan information so that your reports best reflect the information you need to know during an emergency and a recovery? This question and many more answered in this session!
Strohl Systems
Track: Strohl-PLANet Specific
Level: All

PLANet’s New Crisis Communications Solution
One of the more important weapons your continuity program needs is good communication. Can you even imagine having to contact each and every department head or bank employee during a test or actual disruption? Attend this session to learn about a new module coming to PLANet – one that will enable you to place phone calls, send e-mails and use other contact devices to instantly deliver messages to the people assigned to your plan.
Strohl Systems
Track: Strohl-PLANet Specific, Crisis Management
Level: All

Southern California Wildfires: A Case Study
Join Carlo Kelejian as he shares his experiences working through the Southern California wildfires – from disaster declaration to lessons learned. Learn firsthand what worked well and what will need improvement as Rabobank moves forward with their continuity program.
Carlo Kelejian, Rabobank
Track: Strohl-PLANet Specific
Level: All

Stopping The Compliance Insanity - Countrywide's Approach to Critical Vendors Compliance
Phil Bigge will discuss how Countrywide maintains its business continuity vendor risk management program to satisfy company and regulatory requirements, especially the Gramm-Leach-Bliley [Financial Services Modernization] Act. You will learn how to minimize the time and costs necessary to review your vendors for business continuity compliance. Allowing you and your vendors more time to spend on what matters most -- advancing the company's business continuity program!
Phil Bigge, Countrywide Financial Corporation
Track: Program Management
Level: Intermediate

The 10 Most Common Mistakes Made When Implementing Business Continuity Plans
“Lessons learned” go a long way in the BCP industry. This session will focus on them and nothing else. For example, learn the most common mistakes made during activations. And do you know elements that are often left out of plans that shouldn’t be? Also, how to best train your people to avoid these missteps.
Debora Cowan, FirstBank Southwest
Track: Strohl-PLANet Specific
Level: All

The Combination of BIA and Risk Management
This session will discuss the growing impact of global compliance on the risk management function and how business continuity planning is an increasingly important component in achieving compliance.
Wolfgang Friedel, ACE USA
Track: Program Management
Level: All

The People Factor: How to Plan Ahead for Workforce Continuity
Personnel issues and policy modifications may need to be addressed during a long-term outage – have you taken this into account from a human resource perspective? How will you handle sick time, payroll and health screening issues? This session will focus on engaging your HR department to review these types of decisions and to make strong recommendations to executive management during an outage.
Karl Weinberg, Chicago Mercantile Exchange
Track: Program Management
Level: All

The Virtual Office - Making it Work
Learn about the virtual office and how you can make it work. What are some of the applications and benefits of using one? What about regulatory and information security issues? This session will answer these questions and tell you how to establish a virtual office, maintain it, and most of all, be successful.
Melissa Ryan, Comcast Communications
Track: Technical
Level: All

Training Business Area Plan Administrators
Building and maintaining an effective Business Continuity Team goes beyond training LDRPS Plan Administrators. Constellation Energy has created an extended network of Business Continuity Team members throughout the corporation. Constellation will share how to build support for your BC program by providing recognized value to the corporation through the use of training, corporate awareness campaigns, branding, etc. Learn some of the best practices that will help you maintain program support as well as expand your Business Continuity team.
Christy Johnson, Constellation Energy
Track: Training and Awareness
Level: All

Understanding the NIMS/ICS System & Use in the Business Environment
Are you fully aware of the roles NIMS (National Incident Management System) and ICS (Incident Command System)? What about how they can impact an organization’s continuity? This session will inform every business continuity or crisis management professional exactly what should be known about the NIMS and ICS system and how it can be incorporated into your current program.
Jennifer Kershner, Wyeth Pharmaceuticals
Track: Crisis Management
Level: All

Vendor Management BCP
Join Aaron Meckler and Larry Chase as they discuss best practices in developing and maintaining an inventory of vendors. Learn how to manage vendors during a recovery effort. Learn the importance of vendors and ensure that they have plans as well.
Aaron Meckler, Level 3 Communications and Larry Chase, Motorola
Track: Program Management, Best Practices
Level: All

Virtualization Strategy for Disaster Recovery
The main focus of a Virtualization approach is the benefit that can be realized by consolidating the vast amounts of servers and storage into a managed pool of resources that can be utilized based upon business need. From a disaster recovery perspective, what this means is that when a disaster event occurs, resources from the virtual pool can be reconfigured to provide a processing environment that can assume the primary production workload. This session will address the areas that must be considered when designing and implementing a disaster recovery capability within a virtualized environment. Included are performance considerations, risk assessments, business prioritization, infrastructure design, and testing strategies that are critical in driving an effective disaster recovery program.
Joe Starzyk, IBM Business Continuity and Recovery Services
Track: Technical
Level: All

Workspace Recovery-Practical Insight for Recovering People
In the past few years, workspace has become one of the hottest and most challenging topics in the business recovery market. For many businesses today, providing a complete solution to keep employees working through a disaster and staying connected can be overwhelming. This presentation will walk you through current market trends in workspace recovery, negotiating third-party vendor contracts, as well as discussing some of the cost and risks involved in the various options from ‘doing nothing’ to working with multiple recovery providers.
Walt Thomasson, Rentsys Recovery Services
Track: Program Management
Level: All

Worldwide BCM…it isn't easy….but it doesn't have to be hard
Developing viable procedures for a global enterprise can be overwhelming! This presentation will outline how to engage senior leadership, drive a successful program and sidestep the most common potholes along the way. Expect to hear some traditional and not so traditional concepts in implementing a successful program!
Larry Chase, Motorola and Clyde Berger, Pfizer
Track: Best Practices
Level: All