View by: All Tracks Track A - Strohl Software Specific Track B - Strohl PLANet Specific Track C – Best Practices Track D – BCP Basics Track E – Crisis Management Track F – Program Management Track G – Technical

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

2006 UGC Award Recipient: Best Demonstrated Recovery
Hear firsthand the details that lead to Southern Company and its recovery team to be honored at last year’s conference for effective planning during their response to Hurricane Katrina. You’ll learn how their expert use of Strohl products helped restore power to over one million Gulf Coast customers only 12 days after the hurricane made landfall.
Michele Guido, Southern Companies
Track: Best Practices
Level: All

A Collaborative Approach to Building Action Oriented Plans
Too often, plans can be stocked with information that people might not know how to use. By utilizing recovery teams with standard responsibilities as a base, plans can be built with a focus primarily on who needs to do what. Learn how one organization is using a collaborative plan development methodology to do this and how using standard team definitions are providing a strong connection to their incident management process.
Ray Mach, National City
Track: BCP Basics
Level: All

Automating Plan Maintenance: LDRPS 9.1.2 Web Administrative Tools
You’ve purchased LDRPS 9.1.2 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, e-mail notifications, Plan Approvals and Audit Reporting to maintain your LDRPS 9.1 data.
Gretchen Hertzog, Strohl Systems
Track: Strohl Specific
Level: All

BCP Planning and Banks - A PLANet Case Study
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.
Scott Schneider, West Plains Bank & Trust Company
Track: Strohl PLANet
Level: All

BCP Testing for Community Financial Institutions
A BC 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 what auditors are looking for when they review plans, testing scripts and site logistics and about both exercise evaluations and debriefings.
John Hargrove, Franklin Mint Federal Credit Union
Track: Strohl PLANet
Level: All

Best Practices in LDRPS 10 Migration
You're ready to take the jump to LDRPS 10. You've seen the new product, but what now? Where do I begin? What documentation is available to me? How does the Migration Manager work? No matter what version of the product you decide is best for your organization, the process you'll follow to migrate your data will benefit from following the best practices discussed in this session. Attend this session and plan to leave with heaps of migration information.
Jennifer Finnin, Strohl Systems
Track: Strohl Specific
Level: All

Building an Internal Business Continuity Website
Thinking about creating a business continuity intranet site? Get ideas on how to create it, where it should reside and what information should be included. Also included – best practice tips, common pitfalls you may encounter and how to integrate your BC tools into the project. This session will not be technical and will not cover Web development tools or coding.
Mike DiDomizio, Prudential Insurance
Track: BCP Basics
Level: All

Building Business Recovery Centers Without Breaking the Bank
Want a new approach in building business recovery centers? This session will offer everything from how to design rooms for multiple uses, to forging relationships with vendors, to recovering offsite at little to no cost. Constellation Energy’s blend of capabilities will offer you a menu of recovery choices to better prepare your organization for any event.
Jody Callahan, Constellation Energy
Track: Best Practices
Level: All

Building Complex Technology Recovery Plans Using LDRPS 10
Several new features in LDRPS will make building technology and data center recovery plans easier to accomplish as well as more effective. Plans can now contain dynamically created graphic relationship diagrams and the use of the new applications dictionary makes it possible to relate applications to business processes and other interplan dependencies. This session will illustrate how these features can be used and how you can build accurate and usable recovery plans for technology.
Lee Milligan and Doug Kavanagh, Strohl Systems
Track: Technical
Level: Expert

Business Continuity - An Integral Part of Risk Management
This presentation will discuss the development of an enterprise risk management approach to documenting operational vulnerabilities and deciding upon appropriate risk strategies for the enterprise. Standard scoring methodologies, enterprise tools and metrics will be discussed as well as the formation of operational risk management committees to manage risk mitigation.
Bob Cornelius and Jill Vito, Constellation Energy
Track: Best Practices
Level: All

Connecting the Dots - Developing a BC Methodology
Do you have a well-developed planning methodology? If not, your BC plan might not be as tight as it should be. This session will provide lessons on how to develop an effective strategy in continuity program management – from early stages through regular maintenance and testing.
Lisa Wragg, Delaware Department of Technology and Information
Track: Program Management
Level: All

Crisis Communications and NotiFind
Blackberrys, pagers, cell phones and e-mail...with all these options how do you best 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.
Victoria Wheaton, Strohl Systems
Track: Strohl Specific
Level: All

Dedicated, Shared or a Combination: Alternative Recovery Designs for Consideration
When designing your recovery strategy, key components include the physical design, location and staffing of the resources to manage the overall solution. This session will evaluate various alternatives to manage a solution that protects the critical processing environments. Learn the advantages and disadvantages of each alternative, focusing on the costs, key technologies and associated processes necessary for the design, implementation, testing and the on-going management of the recovery capability.
Joe Starzyk, IBM Global Services
Track: Technical
Level: Expert

Developing BCP Awareness and Training Programs
Awareness and training programs are an integral ingredient to ensure preparedness at all levels and in meeting regulatory requirements. This session is designed to assist the business continuity planner in developing both these elements that will create and maintain organizational awareness and enhance the skills required to develop, implement, maintain and execute all business continuity initiatives.
Cindy Coonan, Red Canoe Credit Union
Track: Strohl PLANet
Level: All

Developing Effective BCP Training
What type of BCP training will be effective for your audience? What should your training program include? Who can assist you with this important effort? Developing an effective training program can be a daunting task for anyone. This session will provide best practices and lessons learned on developing an effective internal training program for your employees, LDRPS planners and senior managers/crisis management team members.
Doreen Norako, Brown Brothers Harriman & Co.
Track: Program Management
Level: All

Discovering the Benchmark of Planning with PLANet
For every challenge, there is a standard in which something can be measured or assessed in overcoming it. Planning for disruptions and working to meet tough auditory requirements certainly are challenges – are you using PLANet to the best of its ability in overcoming them? Get your answer from a bank that has found the standard.
Dana Pinnix, Coast Bank of Florida
Track: Strohl PLANet
Level: All

Emerging Technology Strategies for Resiliency
Wells Fargo will cover a variety of new opportunities for increasing recoverability from workspace through the mainframe environment. Specific topics to be addressed include distributed workspace management, protecting data across long distances and putting a process in place to manage the increasing quantities of open systems. A discussion of High Availability vs. Business Continuity will also be included.
Rex Engstrand and Chris Kennedy, Wells Fargo
Track: Technical
Level: Expert

Engaging an Organization in BCM
One of the more difficult aspects of business continuity planning is dealing with the task of building and maintaining an organization’s enthusiasm in a business continuity management program. This session will offer several means to create and maintain BCM awareness and enthusiasm essential for a successful program and its supporting activities.
Larry Chase and Clyde Berger, Pfizer
Track: Best Practices
Level: All

Ensuring an Effective BCP with Limited Internal Resources
Most business continuity professionals can relate to the challenges of trying to achieve big results while working with little resources. The direct impact on available resources in today’s era of downsizing and budget tightening is undeniable and is not exclusive to large international corporations. This presentation will be a practical approach to the challenge, as outlined by the “Seven C’s” of Resource Management.
Raelene Wong, Applied Materials
Track: BCP Basics
Level: All

Epidemic Preparedness
You may have a plan in place that addresses the continuity of physical assets, systems and applications – but what about human continuity? In an epidemic/pandemic situation, absenteeism, illness, even fatalities, could become widespread. Many employees, partners and suppliers may be unable to work or unreachable for extended periods of time and, therefore, unable to keep commitments. Find out if you’re ready to manage the human factor in this type of disaster.
J.R. Hildreth, Wyeth
Track: Technical
Level: Intermediate

Exposing 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 could have on your shareholders and customers? Learn how the BIA capabilities in PLANet can be used to gather this information, how to best utilize it and how often it should be done.
Stacy Henry, Strohl Systems
Track: Strohl PLANet
Level: All

Facing the Challenge of FFIEC Regulations
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.
Gretchen Hertzog, Strohl Systems
Track: Strohl PLANet
Level: All

Government Continuity of Operations: From Concept to Customization to Completion
Get a firsthand look at how LDRPS can be customized by government agencies to use for Continuity of Operations Plans. Topics to be covered include how training can be conducted, importing tips, integration with human resources software, tabletop exercises and continued maintenance. Also included, how BIA Professional and NotiFind can support the process.
Janell Quinlan, State of North Dakota
Track: Crisis Management
Level: All

Incident Management for the New Millennium
See how M&T Bank systematically filled gaps found in their emergency response planning. Learn how new emergency response plans along with a variety of response techniques were implemented to better address disruptions. Included in the presentation will be an actual incident tracked from onset to closure to illustrate response techniques as well as how NotiFind can play a pivotal part in an organization’s program.
Dick Donovan, M&T Bank
Track: Crisis Management, Best Practices
Level: All

Incident Manager 3: The Latest in EOC Technology
In a crisis situation, the flow of information is non-stop. The new Incident Manager 3 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. Learn how users can access this web-based system from anywhere to record and track critical incident details.
Kelley Ashton, Strohl Systems
Track: Strohl Specific, Crisis Management
Level: All

Introduction to Business Continuity Planning I & 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. Specific topics include how to conduct a business impact analysis (BIA), definitions of threats and risks, and how to utilize LDRPS effectively. (Due to the amount of material to be covered, this session is offered in two parts.)
Larry Herriott, Strohl Systems
Track: Strohl Specific
Level: Novice

LDRPS 9.1.2 Tips and Tricks
Unable to attend a training class at Strohl’s King of Prussia headquarters? If so, you might be wishing you knew all the little “extras” offered to the attending planners. Now’s your chance to learn them firsthand. Attend this session to hear our trainers share many tips and tricks to make your planning and administration in LDRPS 9.1.2 much easier.
Jodi Bell, Strohl Systems
Track: Strohl Specific
Level: All

Leveraging New Crystal Reports in LDRPS 10 - Advanced
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.
Nick Ferraro, Strohl Systems
Track: Strohl Specific, Technical
Level: Intermediate

Leveraging New Crystal Reports in LDRPS 10 - An Introduction
LDRPS 10 uses the latest version of Crystal Reports to professionally display your data. This session will review the variety of reports provided standard with LDRPS 10 with an in depth exploration of some of the more advanced ones and how you can leverage them within your plans.
Elizabeth Anne Ashley, Strohl Systems
Track: Strohl Specific
Level: Intermediate

Managing LDRPS 10 with Plan Navigators
Not sure where to start building your plan? Are you sure what to include? Time to meet your new planning partners. LDRPS 10 Plan Navigators are designed to guide you through the entire planning process. This session will review how they work and demonstrate how a complete plan comes together by using them.
Andrew Witts, Strohl Systems
Track: Strohl Specific
Level: All

NotiFind at Constellation Energy
Learn details of Constellation Energy’s implementation approach including site set-up, testing, communications and documentation. You’ll be able to view their production site as well as participate in a live activation/demo. Also covered, steps for expanding NotiFind’s use beyond a BCP tool to an enterprise application.
Christy Johnson, Constellation Energy
Track: Crisis Management
Level: All

Pandemic Planning: Cutting Through the Clutter
Planners in the healthcare industry routinely consider public health emergencies, including pandemics, which can be unfamiliar territory for many business continuity planners. Angela Devlen from the Caritas Christi Healthcare System will share her tested expertise and provide attendees with templates and information on infection control policies, disaster staffing procedures and resources and tools for decision support.
Angela Devlen, Caritas Christi Healthcare System
Track: Best Practices
Level: All

Pandemic Preparedness Planning for International Companies
The specter of Avian Influenza has raised the threat of an influenza pandemic that could drastically impact organizations throughout the world. A pandemic could cause 30 percent of your workforce to become ill, with absenteeism rates of 50 percent or more. A pandemic will occur not over days, but may last for months and years, and will affect every part of your organization. Is there anything practical that companies can do to protect their personnel and their operations? What are organizations planning today? Are there any best practices available? Dr. Myles Druckman, VP of Medical Assistance for International SOS and a leading pandemic expert, will review some of the strategies organizations are taking to deal with this complex and challenging issue. Dr. Myles Druckman, International SOS
Dr. Myles Druckman, International SOS
Track: Best Practices
Level: All

People-Focused Recovery Planning
With ever-increasing natural disasters and political unrest in our world, having an effective BCP in place is a must. But a plan that only focuses on technology may be missing the bigger picture. This session will focus on the components of a people-focused recovery and planning for employee absenteeism following an event.
Mike Hoeltke, Agility Recovery
Track: Crisis Management
Level: All

Plan Maintenance: Centralized vs. Decentralized
When starting a BC program, some organizations make the decision to centralize their plan building and maintenance. With this decision comes the need to push the maintenance process out to each individual business unit and department.This session will cover the planning and preparation required to accomplish this including security changes, plan assistant development and utilization, training, gaining project support and how to overcome the obstacles faced in moving to a decentralized maintenance plan. obstacles faced in moving to a decentralized maintenance plan.
Melissa Ryan, Comcast
Track: Program Management
Level: All

Process Recovery and LDRPS 10
Do you know what it takes for your business or organization to deliver its products and services every day? A solid understanding of which operating units do what, why and how is an essential baseline for creating and managing effective business continuity plans. This session will illustrate how LDRPS 10 can help you describe the processes that sustain your organization and the other core components they need to succeed. Learn how to build plans focused on those critical processes, how to align development responsibilities, what types of information to capture, assess, share, publish and make ready to test.
Abby DeLotto, Strohl Systems
Track: Technical
Level: Expert

Quality Assurance: From Startup to Best Practice in Less than a Year
Learn how a large financial institution launched a successful quality assurance program. National City will share details on the depth of their review programs, reporting, training, testing, how they encourage survey participation and more. Lessons learned and opportunities for expanding and improving the program in the future will be shared in what promises to be an interactive and engaging dialogue.
Terry Schade, National City
Track: Program Management
Level: All

Seven Institutions, One Sandbox - A BCP Federation of the Ohio Universities
In 2007, seven universities in Ohio formed a “BCP Federation” to share costs and collaborate on enterprise continuity program strategies. Between them all, LDRPS serves as the software foundation for their separate BCP programs. This session will provide an overview and history to this newly initiated statewide program and discuss the challenges and considerations encountered along the way.
John Ellinger and David Lindstedt, The Ohio State University
Track: BCP Basics
Level: All

Strohl's BCM Program Assessment Process
Assessing the quality of a company’s BC program is difficult and involves multiple levels of measurement and consideration. Learn about the factors and relationships involved with a business continuity assessment and how the process works to identify program strengths and weaknesses. Also covered, providing BCP and Executive management visibility into a program’s direction and maturity.
Lee Milligan, Strohl Systems
Track: Program Management
Level: All

Supplier Assessments
Are you confident you know enough about your suppliers’ role in your continuity program? This session will answer important questions like how often they should be assessed, how to best test their readiness, and monitoring plan enhancements. In addition, you’ll learn how to find out if they’re ready for a pandemic situation.
Greig Fennell, Sprint Nextel Communications
Track: Best Practices
Level: All

The BIA Professional Experience at Exelon Corporation
Discover the successes, pitfalls and lessons learned of Exelon’s journey in performing a company-wide BIA. Areas to be covered include establishing objectives and timelines, developing effective questionnaires and the training of users. Also discussed, the analysis of questionnaires and reports and how to best present results to management for their review.
Italo DeSantis and Jackie Lambert, Exelon
Track: Strohl Specific, Best Practices
Level: All

The Launch: LDRPS End-User Basic Training at TD Banknorth
Despite having 184 plans, 32 5 end-users and just a 10-week launch window, the TD Banknorth LDRPS launch was a resounding success. Get a behind-the-scenes look at how the right LDRPS configuration, training tools and support materials enabled their business line plan builders to get off to a strong start.
William Ashland, TD Banknorth
Track: Program Management
Level: All

Using PLANet for Pandemic Planning
This session is designed to show PLANet users how to best use the system as a base for developing a pandemic plan. Practical information will be shared regarding what should be included in the plan, as well as how to utilize PLANet in maintaining plans designed to deal with any possible long-term disruptions.
Debbie McCarty, Rabobank N.A.
Track: Strohl PLANet
Level: All

Virtual Learning and LDRPS
Get a firsthand look at how GlaxoSmithKline utilizes LDRPS Web and e-learning to reach out and guide global operations throughout their BCP process. This session will include a review of their implementation process and how e-learning is being used to facilitate continuity plan development.
Jack Holt, GlaxoSmithKline
Track: Program Management
Level: All