May 6-8, 2024 | Sheraton / Le Meridian Hotel Complex | Charlotte, NC


MONDAY, April 24, 2023

8:30 a.m. to 9:30 a.m.              PLENARY SESSION
P1: Operational Resilience is More than BC 2.0
Operational Resilience is more than a new set of regulations affecting companies around the globe. It is more than putting multiple disciplines under the same umbrella. Resilience is a new way of approaching the promise of continuous supply of products and services to communities who want them.  Our panel will answer the questions attendees ponder most.

  • How does operational resilience add enterprise value in new ways?
  • Which elements of operational resilience most increase organization-wide focus and engagement?
  • How can more traditional business continuity concepts inform and propel operational resilience initiatives?
  • Is it possible to gain and sustain momentum in a field that still hasn’t fully arrived at its final destination?

9:45 a.m. to 10:45 a.m.          BREAKOUT SESSIONS
B1: Work Area Recovery in the Absence of a Work Area
     Dr. Tim Mathews, ETS, and Kevin Fisher, Agility Recovery
C1: The Pros and Cons of Having a Third Party Manage Your BCM Program
     Kurt Sohn, Virtual Corporation
D1: Creating the Connected Enterprise Through ERM and BCM Alignment            
     Tejas Katwala, CLDigital
E1: How to Internally Market (and Sell) Your Resiliency Program
     Paul Lambert, Ripcord Solutions
F1: Operational Resilience – Focusing on What’s Most Important
     Mike Keating, Reinsurance Group of America, and Brian Zawada, Riskonnect

11:00 a.m. to 12:00 p.m.          BREAKOUT SESSIONS
B2: Remote Worker’ Business Continuity Plan          
     Carol Moffitt, BGIS          
C2: Balancing Business Continuity and Explosive Growth – 15 Years Later    
     Leah Andrews, Zoom Video Communications, Inc             
D2: What’s Risk Got to Do with It?  A Proactive Approach to Risk Management
     Mary Herbst, YMCA of the North
D3: Resilience is a Team Sport — Driving Broader Organization Engagement and Impact        
     Stephanie Jackson and Shimika Brame, Meta            
F2: Ensuring Your Third Parties Can Deliver
     Joel Navarro, Mary Kay, Inc.

1:00 p.m. to 2:15 p.m.          BREAKOUT SESSIONS
A1: Tales from the Real World
     Mark Carroll, Income Research + Management
C3: Getting the Most Out of Your Cyber Exercises
     Grace Burley, Witt O’Brien’s
C4: Standards, Standards, Standards
     Carol DeLatte, Exeter Finance; Joseph Brewer, IntegraCept; Tina Rose, Texas Children’s Hospital; Leah Andrews, Zoom, and; Michael Redmond, Redmond Worldwide
E2: Using a Storytelling Approach to Develop Highly Effective Exercises
     Senad Cehajic, OMERS, and, Marie-Helene Primeau, Premier Continuum
F3: Reporting Operational Resilience to Directors and Senior Executives
     Tejas Katwala, CLDigital

2:30 p.m. to 3:45 p.m.          BREAKOUT SESSIONS 
A2: Communication Holes with Your Business Users              
     Lisa Casteel and Debbie Mason, Primerica            
C5: Supply Chain Risk Assessment
     Ted Brown and Dave Hunt, KETCHConsulting
E3: Taking Over: Evaluating an Existing BC Program, Evaluating and Motivating Your Staff
     Blaise D’Ambrosio, Federated Hermes, and Margaret Millett, Uber Technologies, Inc
E4: Career Resilience – It’s Time to Take Charge!
     Tracey Rice, Fusion Risk Management, and, Alice Kaltenmark, BCI USA Chapter
F4: Operational Resilience – Getting Proactive and Understanding End-to-End
     Chuck Wachter and Travis Morehouse, Northwestern Mutual

4:00 p.m. to 5:00 p.m.          BREAKOUT SESSIONS
A3: So, You’re Having a Disaster… Now What?
     Tom Serio, MTS
B3: Preparing Your Business for Cyberattack Recovery
     Steven Ross, Risk Masters International
E5: Resilience and the Changing Role of the Continuity Leader
     Ann Pickren, Onsolve
E6: How Professional Associations Create Value During Mandated Shelter-in-Place and Social Distancing    
     Tonya York, Business Recovery Managers Association
F5: Operational Resilience – Beyond Planning
     Brian Zawada, Riskonnect, Inc., and Mike Keating, Reinsurance Group of America

TUESDAY, April 25, 2023
8:30 a.m. to 9:30 a.m.              PLENARY SESSION
P2: Resiliency in the Cloud
Robert Fucito, Fannie Mae, and Harsha Nippani, AWS Services
Two veteran resilience professionals will share their complementary expertise on resiliency in the cloud. Learn about cloud foundational knowledge versus legacy environments. What are the complexities of the various configurations and available tools? Can the cloud reduce time to recover, provide for global backup configurations in minutes, and reduce costs? Learn “cloud speak.” How can the cloud reduce testing timelines to benefit both technology and business partners? This case study will review practical problems and solutions common to the cloud and its value to traditional BCM and third-party risk practitioners

9:45 a.m. to 11:00 a.m.          BREAKOUT SESSIONS
A4: Cyber Resilience: What’s New and What to Do
     Roberto Zegarra, DRI International
C6: Get Out of Your Comfort Zone
     Mark Armour, Brinks, Inc., and Joel Navarro, Mary Kay, Inc.
C7: How “Not To” Conduct an Exercise
     Mark Carroll, Income Research + Management; Dr. Steve Goldman, MIT; Jenn Park, Boston Scientific; and, Chris Wright, Deloitte
C8: Managing Organizational Resilience in Outsourced Functions    
     Tahir Rao, Securian Canada
F6: Ready for Anything: Building Total Enterprise Resilience
     Frank Shultz, Infinite Blue

2:00 p.m. to 3:15 p.m.          BREAKOUT SESSIONS
A5: Avoiding the Domino Effect
     John Benfield, Horizonscan
B4: Fumbling for Resilience
     David Lindstedt, PhD, BDO      
C9: Crisis Management: Bridging the Gap Between Business Continuity and Incident Response Planning     
     Margaret Millett, Uber, and Tracy Hall, Wolf and Company
C10: Dynamic Resilience: An agile approach for a new era 
     Marcus Vaughan, Iluminr
F7: How to Drive Operational Resiliency Through Business Continuity
     Jenn Park, Boston Scientific

3:30 p.m. to 4:30 p.m.          BREAKOUT SESSIONS
C11: Journey to Resilience
     David Halford, Fusion Risk Management
C12: I Inherited a Business Resiliency Program! Now What?
     Dr. Steve Goldman, MIT
D4: Evacuation Drills in a Hybrid Workplace
     Carlo Kelejian, Continuity Innovations    
E7: Individual Resilience – Where Organizational Resilience Begins
     Lynnda Nelson, International Consortium for Organizational Resilience   
E8: Defining Your Personal Brand and How to Drive BCM Program Adoption and Career Elevation
     Aaron Callaway and Chris Hamrick, ServiceNow

WEDNESDAY, April 26, 2023
8:30 a.m. to 9:30 a.m.          BREAKOUT SESSIONS
C13: Aligning Disaster Recovery to Company Technical Direction and Objectives        
     Andrea Houtkin, Houtkin Consulting, Inc.              
C14: So Many Platforms, So Little Time
     Rich Smith, Veoci
E9: You’re a CISO and Now you’re Running a BC Program
     Kevin Finch, Sayers
E10: Bricolage: Professional Relationship Management Strategies for Practitioners
     Jay Johnson Ed.D, Mayo Clinic

9:45 a.m. to 11:00 a.m.          BREAKOUT SESSIONS
A6: Hackers, #Hashtags and Health Emergencies: Does Your Crisis Communications Plan Reflect Today’s Reality?
     Suzanne Bernier, McKesson
B5: Building and Conducting a Cyber Tabletop Exercise        
     Kevin Johnson, Secure Ideas, and, Chris Duffy, Infinite Blue
C15: Recovery Strategies: Moving Beyond the Rubber Stamp
     David Schwartz, Catalyst Corporate Federal Credit Union, and Lauren Simmers 
E11: A Tale of Our Community: Continuity and Crisis Response Strategies for Concurrent and Cascading Events
     Terri Greenberg, Securian Financial

1:00 p.m. to 2:00 p.m.          BREAKOUT SESSIONS
B6: Executing Adaptive Business Continuity in the Real World
     Mark Armour, Brink’s, Inc.
C16: Rebooting and Refreshing Your BC/DR Program
     Linda Pace, City National Bank
D5: Using Dashboards to Engage Leadership and Drive Plan Consistency
     Scott Mulert and Matt Heaton, Ameriprise
E12: The Surprising Value of Industry-Specific Networking Groups
     Ashley Goosman, Liberty Mutual, and Diane Stephens, Globe Life

2:15 p.m. to 3:15 p.m.          BREAKOUT SESSIONS
B7: Keeping Your BC Plan Current in a Shifting Cyber Landscape       
     William Malik, Trend Micro         
C17: Agile Business Continuity: Engaging All in Continuous Improvement      
     Bruce McIndoe, McIndoe Risk Advisory LLC         
C18: Continuity Confessions: Crowd-Sourced Case Studies
     Howard Mannella, Alternative Resiliency Services
C19: Best Practices for Creating a Comprehensive Vendor Risk Management Program for Your Business
     Kathryn Scourby, KNS Consulting,


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