BCP Career Counseling
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? Take your career to the next level with the information Cheyene Haase of BC Management will provide in this session about career planning in the BCP industry.

Cheyene Haase, BC Management

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.

Steve Fochler, Blair Technology Group

BCP for Global Manufacturers
Solectron is a leading global provider of electronics manufacturing and integrated supply chain services. A crisis could affect not just this company, but any or all of the thousands of companies who rely on Solectron to do business. In this session, Michael reviews Solectron’s BCP processes. From risk assessment to business recovery. From activating crisis teams to maintaining and exercising the plan. And he’ll explain how Solectron’s site coordinator training was developed and discuss the tools used to accomplish it all.

Michael Haikola, Solectron Corporation

Building a Plan Assistant
Have you been using the LDRPS Plan Assistant to guide your planners through the BCP process but wish you could customize it to better suit your company’s needs? You can! This session will show you how to harness the power of the Plan Assistant by teaching you how to add to and alter your existing Plan Assistant or how to build your own Plan Assistant from scratch.

Laura Sanchez, Strohl Systems

Building Corporate Awareness
BCP is not a job you can do by yourself. You have to rely on other departments and individuals to help you gather all the information necessary to make your plans effective. What’s the best way to build those alliances? Doreen Norako will provide details from her experiences at Brown Brothers Harriman about how to build a corporate awareness program that will educate and inform employees about the importance of BCP.

Doreen Norako, Brown Brothers Harriman

Business Processes in BCP
What are business processes? What should you know about your organization’s business processes? Why should business processes be documented in a continuity plan? If you don’t know the answers to these questions, you may be risking your organization’s ability to survive a disaster. Strohl Senior Consultant Abby De Lotto will help you better understand business processes and the role they play in a successful plan. Additionally, De Lotto will tell you what information about critical business processes should be captured and how to manage that information in LDRPS.

Abby DeLotto, Strohl Systems

Crisis Communications Best Practices
Blackberrys and pagers and cell phones and e-mails...with all these options how best do you communicate with your people during a crisis? We’ll let you in on a few tricks of the trade to help you ensure that your best efforts are based on best practices. Learn strategies for testing your crisis communications plan. Review current trends and common misconceptions. Hear how to maximize retry rules and escalation options. And learn how our automated tool, NotiFind, can help you get the most out of your plan data.

Troy Winskowicz, EnvoyWorldWide and Jodi Bell, Strohl Systems

Crystal Linking for Advanced Users
The information that you print in your plan is critical. With Crystal Reports, you can determine the kind of output that will be most useful in the event of an interruption. In this session, learn how the LDRPS tables link together to maximize the information you put into your plan in order to get the most out of it.

Elizabeth Schirmer, Strohl Systems

Defining and Developing Teams (Case Study)
Your teams are the people you’ll rely on to recover your business in an emergency. Better make sure they’re ready! From picking the appropriate people based on their skill sets, to identifying team member roles and responsibilities, to running the teams through exercises and testing scenarios, you’ll leave this session with the information and knowledge to develop and train your own recovery teams.

Ralph Borzyczkowski, Northwestern Mutual Life

Emergency Training and Awareness (Case Study)
Ask any employee involved with BCP and chances are they know about the company’s emergency procedures. But what about the rest of your employees? Dan Sadler of Constellation Energy will walk you through the steps necessary to successfully build and implement an Employee Safety Program. Included in this session will be a discussion about why you should assign building wardens and how to create awareness of the program amongst your employees.

Dan Sadler, Constellation Energy

GLBA Compliance: Challenges for Section 501B Security Issues
Section 501B 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.

Gerard Kane, Guarded Networks

Going Global with LDRPS (Case Study)
Anyone faced with the challenge of rolling out an international business continuity program knows it’s no easy task. The language barriers, the multiple and varying laws regulating BCP overseas, the currency conversion issues – and that’s just the beginning! Tiffany-Gill, who has built a successful global BCP program at Hunton & Williams LLP with the help of LDRPS, brings her knowledge and experience to you in this session. Topics will include: making sense of international BCP laws, developing baseline LDRPS templates, choosing pilot offices, and implementing a program globally.

Pat Tiffany-Gill, Hunton & Williams LLP

How FFIEC Regulations Impact Your BCP Program (Case Study)
Did you know that the Federal Financial Institutions Examination Council (FFIEC) rewrote its IT Examination Handbook and that this has vast implications for financial institutions’ continuity plans? This session will discuss the legal, fiduciary, and operational impacts new regulations will have on your BCP program. You’ll also hear how Richard Abbott is using PLANet to meet these requirements head on at the Bank of Lancaster.

Richard Abbott, Bank of Lancaster

How to Meet NASD Rules for BCP
Recently adopted NASD Rules 3510 and 3520 require securities firms to create, review, and maintain an up-to-date written business continuity plan (BCP). This session will discuss the 10 areas firms must address to fulfill business continuity planning requirements including creating and maintaining emergency contact lists. We'll also take a quick look at Strohl Systems new LDRPS module which is designed to help firms achieve the goals of these regulations.

Al Sawchak, Strohl Systems

Involving and Training Senior Management
Like every other member of your BCP teams, those in senior management need to understand their roles and responsibilities during an emergency. Rex Engstrand and Aaron Meckler will tell you how they developed specific training manuals for training sessions to ensure that all senior managers run through various emergency exercises. They’ll also offer up advice for creating your own senior management training program.

Rex Engstrand and Aaron Meckler, Wells Fargo

LDRPS – The First Steps (Case Study)
Need advice on how to get your continuity program up and running smoothly? Then attend this session to hear Cheri Umlauf explain how she used LDRPS to build continuity plans for one of the world’s largest integrated communications companies. Based on her experiences developing Motorola’s global BCP program, this session will highlight how Umlauf “sold” the program and Strohl’s LDRPS software tool to senior management, shortcuts she learned while using LDRPS, and how she utilized training tools and manuals to implement a worldwide LDRPS training curriculum.

Cheri Umlauf, Motorola

LDRPS 9.1 Implementation and Rollout (Case Study)
You’ve heard about the powerful features available in LDRPS 9.1 and you’re ready to make the switch. Now what? Sharing their experiences, Dave Prosser and Dave Schirm will offer tips about everything from installing LDRPS 9.1 to developing a staff training program so that your transition goes smoothly.

Dave Prosser, Blue Cross Blue Shield of North Carolina and Dave Schirm, Raymond James & Associates

LDRPS in the EOC (Case Study)
LDRPS can play an active role in the Emergency Operations Center (EOC) during a disaster. Christy Johnson, dubbed the “Crystal Reports Expert” by her coworkers at Constellation Energy, has long been responsible for creating customized LDRPS reports for use in an emergency. Developed and tested ahead of time, these reports played a vital role in Constellation Energy’s recovery from Hurricane Isabel last year. In this session, Johnson will not only explain how to incorporate your own reports into an EOC plan, but also will walk attendees through the development of these customized reports.

Christy Johnson, Constellation Energy

LDRPS Maintenance Tools
Building your plans and keeping them up to date just got easier! Learn how automated features of LDRPS, such as e-mail notification to planners and new plan approval forms, make planning that much simpler. Included in this session is information about how scheduled printing and importing makes creating and maintaining your plans a snap.

Jennifer Vanella, Strohl Systems

LDRPS Web Installation
Designed for the more advanced user, this session will concentrate on the details surrounding LDRPS Web installations. In addition to an overview of the entire installation process, we will discuss the specific technical requirements companies must meet, the prep-work that should be accomplished prior to the installation, and what install pitfalls you can avoid.

Terrance Carew and Alex Wildes, Strohl Systems

PLANet and the California Wildfires (Case Study)
Hear how PLANet user, Valley Independent Bank, was impacted by the October 2003 Southern California wildfires. Preparedness, organizational testing, and commitment assisted them in achieving success in light of this disaster. Discussion items include the impact on the organization, its employees, and its customers. You will learn what worked well for and what translated into a “lesson learned” during this unpredictable event.

Debbie McCarty, Valley Independent Bank

Powerful Functions for Advanced Crystal Users
Crystal Reports Writer comes with an abundant number of functions you can use for specialized reporting. Learn the most popular functions (i.e. Mid, Intsr, Upper, Trim, IsNull, Length, RevString) using customer examples that have been called into our support desk.

Stephanie Averitt, Strohl Systems

Say What? LDRPS Language Packs
LDRPS is now multilingual thanks to our new language packs. LDRPS 9.1 can be translated into another language with ease. Best of all, the packs can be assigned at the user level so that while you work on plans in English, your planner in Montreal works in French. This session will provide details about the languages LDRPS currently supports. You also will learn how to use language packs, including installation and configuration concerns and what additional language packs will be available in the future.

Amy Passo and Steve Kokol, Strohl Systems

Security for Small and MidSize Companies
Designed specifically for companies with fewer than 50 users, this session will cover the LDRPS 9.1 security topics that most concern smaller businesses. Learn which types of security packages provide the best benefit for a smaller company and how creating a limited number of packages will make maintenance easier.

Victoria Wheaton, Strohl Systems

Setting up Plans for Plan Builders
Geared toward administrators, this session will help you help your team of plan builders put together a successful continuity plan. Topics to be covered include how to set up and apply plan templates, write a plan overview, set up plan roles and plan notification, and build a table of contents.

Karen Donoughe, Strohl Systems

Six Sigma and BCP
With your company’s successful recovery resting on the BCP program, there’s no room for error. This advanced session will focus on using the Six Sigma approach to BCP. The Six Sigma concept, pioneered by Jack Welch, is a quantitative approach to measuring quality with the goal of reaching perfection. Learn how you can use this concept to help eliminate trouble spots in your continuity plans and achieve a near error-free program.

Tom Larvia, Raytheon

Starting from Scratch: Building Plans (Case Study)
When Scott North was handed the reins to First Charter Bank’s BCP program, it didn’t take him long to realize that the existing plan was badly outdated. Starting over, North built plans for all departments in the bank – including Information Technology – in only eight months. North will share his perceptions about what it takes to develop a workable BCP program for a community financial institution and the lessons he learned along the way.

Scott North, First Charter Bank

Super Security for Larger Organizations
Does your company have more than 50 LDRPS users? If so, this session will provide you with all the LDRPS 9.1 security information you need. In addition to learning how to keep security maintenance to a minimum, you’ll also gain a thorough understanding of access filters and packages and learn how to work through any security conflict.

Matt Mohl, Strohl Systems

The ABCs of Records Management
The records your company keeps are the backbone of your business. That’s why you need to make sure your continuity plan includes a viable records management program. This session will discuss the different records management options available and what concerns planners may want to take into account. Also included is a detailed discussion about the regulations you’ll need to keep in mind as you develop your company’s records management program.

Mike DiDomizio, Prudential Insurance Company of America and Lee Milligan, Strohl Systems

The Eight Key Steps for Recovery (Case Study)
The choices you make during the first minutes and hours of an incident can profoundly affect your business’ recovery and long-term success. Based on his own experiences directing recoveries, business continuity expert Rich Schiesser has developed a list of eight key steps planners must follow during and after a disaster to ensure continuous business operation. Illustrated with numerous real-life examples, this session will also feature a discussion about the pitfalls planners need to avoid and the role of LDRPS in the planning and recovery phases.

Rich Schiesser, Fremont Investments and Loan

The Future of Health Care
Unravel the maze of new health care regulations and determine what they mean to you. Banner Health’s Tina Field will provide an in-depth and informative discussion about the new requirements health care organizations and health insurance companies face. Included in this session will be an explanation of what you can do to ensure that your plans are in compliance with the new laws and a discourse about where the future of health care is headed.

Tina Field, Banner Health

The New BIA Professional 3.2
Learn what’s new in the next release of BIA Professional, including the enhanced printing engine that enables users to print survey answers to .pdf on the Web. You’ll also hear about BIA Professional’s new SSL security for the Web that protects your company’s information. Additionally, we’ll show you how the new smart synchronization makes sending and receiving surveys fully automated and eases designing so that you can make changes to your surveys without republishing.

Alexandria Stanbach and John Cassel, Strohl Systems

Trading Spaces: Alternate Site Insights
What will you do in the event you lose access to your facilities? For many, an alternate site is the answer, but it’s an answer that raises lots of questions. What do you need to stock the site with? How many telephones should you bring in? How many staff members need to be at the site? Don Bailey will provide his expertise on everything from determining alternate space requirements to developing an implementation plan to testing the new space.

Don Bailey and Roger Stearns, Fidelity Investments

Using NotiFind for Emergency Notification
Now’s your chance to hear why your peers chose to add an emergency notification tool to their BCP arsenals. Michelle Jones of Discover Financial and Rick Falvo of Chicago Mercantile Exchange will explain how they use NotiFind in their respective companies. Everything from what to include in the notification to determining what teams to activate in an emergency will be discussed so that you walk away with a complete understanding of emergency notification.

Michelle Jones, Discover Financial, and Rick Falvo, Chicago Mercantile Exchange

What’s Right for my Company?
Smaller budgets…fewer staff to share the BCP responsibilities…fewer resources to draw from – these are just some of the unique challenges small and medium-size businesses face when creating a BCP program. But that doesn’t mean you can’t build successful continuity plans for your business. This session will focus exclusively on the BCP issues smaller businesses face and offer solutions to help overcome these obstacles.

Doug Kavanagh, Strohl Systems

Which Came First – BIA Professional or LDRPS? (Case Study)
Since Countrywide Financial already had LDRPS contingency plans for every department, Pettit decided to put BIA Professional to work in a less traditional manner. Pettit created a BIA survey based on the business processes in the company’s existing LDRPS plans. This case study will provide a detailed analysis of how Pettit accomplished this task. In the end, what Pettit found was that the results of the survey provided in-depth insight into how the plans would actually work in an emergency.

John Pettit, Countrywide Financial Corporation