Solutions Track

Sunday, March 15, 2020, 4:00 p.m. - 5:00 p.m.


Successful Change Management Through ERM

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

William Hord, Quantivate

Your organization is continuously experiencing change. Regardless of the change, whether it is related to operational processes, new technology, new products, compliance requirements or strategic initiatives, change is constant and necessary for growth and profitability. A well-defined change management process is critical to minimizing the impact that change has on your organization.

Leveraging the data that your ERM program already contains is an effective way to help create and manage the overall change management process within your organization. Your ERM program generally assesses and maintains detailed information related to strategy, operations and the remediation plans needed to mitigate impact on the organization. It is the tangents of this data that is vital to a successful change management process.

When an organization utilizes this information aggregately and combines it into a well-defined change management process, your ability to proactively manage change increases your overall effectiveness. The end result is the ability to streamline your allocation of capital and resources.

Join us as we discuss the various tangents of data and the change management process that will help you make better risk-based business decisions to save time and money for your organization.

About William Hord
William “Bill” Hord has over 29 years of experience in executive management within the financial services industry focused in risk management, business continuity, financial software, lending & collections. Prior to joining Quantivate he recently spent the last several years as the VP of ERM helping to lead a Midwest financial institution as their BSA Officer, Compliance Officer and Security Officer. While there Mr. Hord was responsible for overseeing enterprise risk, business continuity, vendor management, compliance, fraud prevention, lending & new account quality assurance, BSA/AML, emergency response, physical security, bonding/insurance and audit management. Mr. Hord is COSO and Compliance Certified along with being an exciting presenter, engaging the audience for maximum immersion in a given topic. He consults with numerous financial institutions and companies across the country helping them to shape and build their risk management programs. He also works with many associations and professional organizations to enhance and teach their ERM curriculum.


Connecting the Commonalities Throughout Your Continuity Program

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Andrew Witts, Infinite Blue

In the continuity industry there are many different skill sets and areas of expertise: Business Continuity, Disaster Recovery, Emergency Response, Risk Management and Supply Chain Management to name a few. These areas are often handled by different groups/departments within organizations. Learn how to better understand each other’s roles to provide a mutual benefit so that your organization is better prepared during an event.

About Andrew Witts
With over 11 years’ experience in the industry, Andy works closely with program admins and users to ensure that they are using the BC in the Cloud platform to the full potential. He has successfully deployed BC/DR programs on different platforms globally. His past roles consisted of the Global Fusion Risk Management Administrator for DXC Technology (formerly Computer Science Corporation (CSC)), the Product Manager for CMS at SunGard Availability Services, and a Software Trainer and Product Specialist for Strohl Systems. Prior to his time in BCP/DR, Andy was an officer in the Royal Navy and a pilot.


Weather Insights: Why You Need More Than A Simple Weather Forecast

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.m.

Henk Grouls, StormGeo, Inc

Since 1980, there have been over 240 weather-related disaster events in the U.S. that have exceeded $1 billion in impacts with a total cost exceeding $1.5 trillion dollars. Perhaps even more concerning, FEMA reports that weather is the #1 natural disaster affecting businesses in the U.S.; 40% of businesses fail to recover after a significant weather event; and these business failures are usually due to a lack of appropriate weather response planning.

About Henk Grouls 
Henk Grouls is Managing Director of StormGeo, Inc., and Global Vice President of Cross Industry of StormGeo AS. StormGeo is a global provider of advanced weather intelligence and decision support services that are relied upon to maintain business continuity, avoid supply chain disruption, protect assets and maximize productivity for industries including healthcare, oil and gas, insurance, telecom and retail.

Henk has over 30 years of business consulting and market development experience; he provides clients with strategic weather decision support, helping customers to protect their employees and valuable assets, avoid unnecessary costs, and increase operational efficiency.

Henk has built his broad and diverse expertise throughout companies such as Cap Gemini, Deloitte, and IBM, assisting clients with business transformations to increase their business resiliency. Where others see weather disruption, he see possibilities for business transformation, focusing on operational efficiency improvements and business expansion through the deployment of new technologies, machine learning and big data.


When the Music Stops Everyone Sits Down!

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Mark Carroll, Income Research + Management
Steve O’Neal, Agility Recovery Services

Management acknowledging the need for a risk management program is the first tough challenge in this industry, however identifying where it resides is often the bigger problem.
As an industry WE can’t even decide what we should call ourselves which then competes with overlap of various groups we need to work with. This session will dive into the overall problem and provide some suggestions on how to resolve the issue, where your program should live in your organization, and why you should care?

How does an organization operate resiliently when the naming conventions are varied and the functional alignments are inconsistent, self-serving, competitive, etc.? What makes for an effective risk-based organization? Where have you seen effective planning/execution? What are the barriers making this so challenging?

Conversely, where have you seen flawed organizational titles/alignments that are not in the best interests of the firm, but are in place to address individual or departmental needs? What has been the result of this flaw?

This session will be highly interactive, discussing a variety of approaches drawing from historical cases of organizational structure from the presenter’s experience, but also drawing on attendees to bring forward their experience?

What has worked (or not) and why? What are the guiding principles or critical success factors that need to be in place? What are the historical or industry-specific issues that prevent or foster this development? Do outside parties (e.g., regulators, consultants) have a role in assisting this resolution?

The session promises to be highly engaging and thought-provoking.

About Mark Carroll
Mark Carroll has over 30 years of experience in Business Continuity, Risk Management and Information Technology in a variety of diverse environments and disciplines at levels that have ranged from technician to senior executive. 

Currently he is the Senior Vice President and Business Risk Officer for Income Research + Management (IR+M), a fixed income Registered Investment Adviser firm in Boston.
Previously he held senior Risk and Business Continuity positions with Fidelity; Procter&Gamble/Gillette; and BIOGEN. He also served as worldwide head of IT Audit for Gillette, with responsibility for operational and IT audits globally. 

He is founder and serves as adjunct faculty for the graduate degree program in Enterprise Risk Management/Business Continuity at Boston University and has been a guest lecturer at a number of conferences, colleges and firms including DRJ, MIT and Clark universities.
Mark holds an MBA in Finance from Babson College and undergraduate degrees in Economics and Political Science from Boston College. 

He is certified in Business Continuity (MBCP and FBCI), IT Security (CISSP), IT Audit (CISA), Project Management (PMP), Production and Inventory Management (CPIM), and IT Governance (CGEIT) and is a Lean Six Sigma Green Belt (LSSGB).

About Steve O’Neal
Steven O’Neal is an Enterprise Account Executive for Denver, CO -based Agility Recovery, where he is responsible for consulting and implementing industry-leading recovery solutions for various businesses that have experienced disasters. For more than 23 years, he has helped companies recover from disasters both large and small.

Steven started a unique disaster recovery career early as a teenager, when he searched for downed aircraft as a member of the Civil Air Patrol in Oklahoma. He spent seven years in the U.S. Marine Corps as an Arabic cryptologic linguist, ending with a tour with the United Nations Special Commission (UNSCOM) searching for biological weapons of mass destruction in Baghdad, Iraq, in 1996. In 1997, he started work with Rentsys Recovery and attained multiple hardware and software certifications, as well as an associate degree in computer science from Central Texas College. As operations manager of Rentsys Recovery, he managed the response of 43 simultaneous declarations in 2005 due to hurricanes Katrina, Rita and Wilma. He now resides in College Station, TX with his wife and two sons and serves as vice chair of the Brazos County Local Emergency Planning Committee.


Five Tips for 2020 Resilience

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

James Green, SAI Global

Have you considered the best ways for your organization to remain resilient as we head into 2020? The business climate is changing and with that, resiliency tips are changing too. We invite you to join Director, Risk Advisory Services, James Green in this important and lively session on his top five BC tips for your organization to remain resilient in 2020 and beyond. James will not only share his tips, but the reasons why they are important and how they play a key role in your BCM program. This can’t miss session covers crucial information for building the most robust BCM programs possible. Attendees will discover real-life knowledge they can immediately put to work in their own BCM program.

About James Green
James Green, Director, Risk Advisory Services at SAI Global is passionate about business continuity, resilience, and life safety and helps clients realize the importance of BC not just during an emergency, but as an integral part of day to day operations. James has worked on risk events that have occurred all over the globe, including civil unrest in Egypt during the Arab Spring, executive travel and protection in the Pacific Rim, and the effects of destructive tornados in Oklahoma. In 2019, James received the Consultant of the Year Award from Disaster Recovery Institute International (DRI) Awards of Excellence and the Continuity & Resilience Consultant of the Year from Business Continuity Institute (BCI) Americas Awards.
Previously, James was the global head of business continuity for Sykes Enterprises, a business process outsourcer with 50,000 employees and 80 locations worldwide. James holds the MBCI designation from the BCI, the Certified Business Continuity Professional certification from DRI and is recognized as an Enterprise Risk Management Expert by the Credit Union National Association. James is a sought-after speaker and author and has written and presented on the topics of active shooters in the workplace, life safety, risk management, operational resilience and business continuity.


Why Promoting Business Continuity Positivity is a Corporate Win!

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Sherri Flynn, Recovery Planner

An area often overlooked in end to end organizational resiliency is your workforce. Educating employees at all levels of the organization is a challenge for many. How Business Continuity professionals address education and communication around Business Continuity helps both the organization and everyone in it to understand the positive value of Business Continuity. The need for Business Continuity success is more evident than ever but getting the word out continues to be a challenge. We will explore how organizations integrate Business Continuity Management pillar within their other risk initiatives such as security and privacy. We will also show you how best in class organizations are incorporating Formal Communication Plans around Business Continuity Management so that Business Continuity stays top of mind and is assimilated into day to day business practice. In this session we will discuss ideas to consider integrating into your Business Continuity exercising, training and awareness programs.

About Sherri Flynn
As a Master Business Continuity Planner with RecoveryPlanner, Sherri provides consulting services on Business Continuity Plan development, design, Cyber Response Planning, Business Impact Analysis (BIA), Risk Assessment for Business Continuity, Incident Response Program Management, BC Training and Awareness and Vendor Management.

Sherri brings 20 years + experience as group facilitator training all levels of employees, strategic committees and Board of Directors. She is certified by ISACA as a Certified Information Security Manager (CISM) providing consultative services around regulatory compliance rules and regulations, including Vendor Management, BCP, IT Risk Assessment, Data Classification/Asset Management, Training and Project Management.


If The Past Repeats Itself, Why Not Learn From It

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Bruce Wingert, Sykes Enterprises
Steve Rogers, KingsBridge BCP

Understanding the experiences from others is as invaluable as your own. All too often, history repeats itself, so why not learn from it! This session is a solid mix of advice, tips, strategies, stories and media clips from more than two decades of experience in this ever-evolving field. The impact of the coronavirus will also be discussed with lessons learned. If you are new to the industry, you’ll learn what to do and NOT to do (to prevent mistakes). If you are an experienced planner, you’ll have a chance to listen and learn about situations that you might have to deal with in the future.

About Bruce Wingert
Bruce Wingert has an extensive background in Business Continuity and Disaster Recovery. With almost 20 years of experience, Bruce has managed the BC/DR programs for companies in the retail, financial, health care, and business process outsourcing (BPO) industries. As an MBCP, Bruce has had to develop BC programs when they didn’t exist as well as overseeing mature programs which needed a refresh. Whether it’s BCPs, DRPs, RTOs, RPOs, BIAs, or any other acronym associated with Business Continuity, Bruce has probably worked with all of them throughout his career.

About Steve Rogers
With 15 years of international business continuity consulting experience, Steve Rogers has developed plans for every size of organization across dozens of business sectors. Steve’s straight talk approach and ability to cut through the industry’s buzzwords makes it easy for his clients to understand what is expected of them. Steve also allows humor and his demeanor to make consulting fun while remaining focused on getting the job done. KingsBridge has seen substantial growth over the last five years, and Steve has become a mentor to the additional staff members; sharing his wealth of knowledge and experience to give them a head-start to their own successful careers in BCM.


From Risk to Resilience: Moving From Situational Intelligence to Actionable Response

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Jennifer Sand, Everbridge

With the increased prevalence of workplace violence and active shooter situations, more organizations are investing in the development and delivery of a comprehensive, actionable security strategy. This presentation will examine the technology and strategies that organizations should deploy to change their critical event management strategy from passive to active. Attendees will learn how technology can help them assess, locate, act and analyze both physical and cyber threats. They’ll also learn how data is enabling companies to rapidly pinpoint threats and automate response. Additionally, they’ll receive advice on how to educate their leadership team on the benefits of furthering their critical event management strategy.

About Jennifer Sand
Jennifer is VP of Product Management for Critical Event Management at Everbridge, Inc.


Managing Crisis in an Interconnected World

Sunday, March 15, 2020
4:00 p.m. – 5:00 p.m.

Amber Peters, SAP Digital Interconnect

Following the journey of an organization from manual, to automated, to intelligent requires bringing together the employee experience, management of emerging technologies and dispersed locations.  Added complexity to solve today’s problems includes inter-agency cooperation, blended workplaces with standard and contracted employees, and large scale, long term challenges that can be addressed using the basic principles of notification systems.

About Amber Peters
Amber Peters is the Industry Expert for SAP Digital Interconnect.