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3:00pm - 5:00pm Registration
6:00pm - 8:00pm Welcome Dinner
7:00am - 8:30am Registration
7:00am - 8:30am Breakfast
8:30am - 8:45am Welcome Address

Craig Potts, Chief Executive Officer, Assurance Software

8:45am - 9:00am Business Continuity: A Global Perspective

Charlie Boffin, Global Chief of Strategy, Assurance Software

9:00am - 10:00am General Session

Planning for Pigeons or Black Swans: Localized and Likely Events versus the Rare and Unlikely

Jason Fries, Business Continuity Program Director, S&P Global

Do you focus on the more likely and localized events or the rarer regional disasters when building your recovery strategy? This presentation will discuss the differences between the two, along with the risk of planning for one while neglecting the other.

10:00am - 10:15am Break
10:15am - 11:00am New Feature Demo (Sprint Review)

Assurance Product Team

11:00am - 12:00pm General Session

Charting the Course: How Assurance Software Will Address Your Program Challenges in 2020

Michele Corvino, VP of Product Management, Assurance Software

12:15pm - 1:30pm Lunch
1:30pm - 2:30pm Breakout Sessions 1

Vendor Risk Assessments - Scoring and Calculations

Pat Crowe, Product Manager, Assurance Software

Managing supply chain risk and understanding the confidence in your vendor's SLA are critical to ensuring you can meet the expected RTO for your critical Business Processes. In this session, we will review how to manage Vendor Assessments from within Assurance and how to engage your Vendors in this process, reducing the amount of data entry for your team.

The Importance of Emotional Intelligence in Emergency Management Response & Recovery

Dr. Bernard A. Jones, CBCP, Assistant Professor, St. John’s University

This presentation will review organizational resilience indicators and will specifically examine the topic of leadership. There is little doubt that the continued development and advancement of the emergency management industry rests in the hands of its leaders. It takes leaders with the ability to fully engage and empathize and temper one's own ambitions and feelings in lieu of the greater good regarding emergency management response and recovery efforts. This has been found to be the very essence of effective leadership and also the core tenet of emotional intelligence. This presentation explores the links between organizational resilience, leadership and emotional intelligence within the context of emergency management response and recovery.

OnSolve – Vision into the Future

Ann Pickren, President, OnSolve

Since their acquisition of Send Word Now in 2017, OnSolve has been creating their vision of for the future direction of emergency notification solutions. In this session, Ann Pickren, President of OnSolve, will combine industry research information with the OnSolve product vision to provide insight into coming enhancements for the OnSolve notification platforms.

Voice of the Customer Roundtable: What Can "If/Then" Automation Do for You?

Jackie Weeks, User Experience Researcher, Assurance Software

Does manually changing Plans or Assessments back to the "Ready to Build" status get you down? Do you dream up ways to automate actions in Assurance; create an action item when updates are required, kick-off a notification when data changes, trigger exercises? Join the User Experience and Product Team to help us brainstorm what automation can be added to Assurance to make it easier for you to manage your program.

2:45pm - 3:45pm Breakout Sessions 2

Case Study - How Kroger Leverages AssuranceCM for DR Testing

Doug Sawyer, Enterprise Disaster Recovery Coordinator & Team Lead, Kroger

Doug will present a brief overview of Kroger, their IT DR Program and how they use AssuranceCM and NM for IT DR plans and testing. We will also have an open discussion as to how others use and plan to use Assurance CM and NM in planning and testing.

Preparedness on the Go - Accessing Plans from the Mobile App and Best Practices

Michele Corvino, VP of Product Management, Assurance Software

During a crisis, it is critical that the right people have the right information on the right device. This session will discuss how organizations can roll out their plans and playbooks to the broader organization.

Managing Data Feeds for Effective Integration and Program Oversight

Willie Kennedy, Enterprise Business Resiliency Product Manager, KeyBank

With the installation of any system comes the responsibility of managing the data used and produced by the system. Business Continuity and Disaster Recovery planning systems require data that is highly managed and maintained to provide the most accurate view of the business and its dependencies. Output from systems such as Assurance also feed critical attributes and relationships to other systems across the enterprise. This presentation will examine how KeyBank manages their Assurance data using Assurance Connect, manual data loads/extracts and other tools to provide the most accurate information possible to build and maintain business and technology recovery plans.

Voice of the Customer Roundtable: Breaking Down Usability Barriers

Jackie Weeks, User Experience Researcher, Assurance Software

Whoever said "Obstacles do not block the path, they are the path" has clearly never managed a BC/DR program. What do end users encounter in Assurance that prevents them from completing their tasks easily…quickly…at all? How can Assurance be more learnable…more efficient…more….easy?  Join the User Experience and Product Team to define and prioritize usability hurdles to help us clear the way for a better experience.

4:00pm - 5:00pm Breakout Sessions 3

Strategic Honesty: Transforming Relationships for a Healthy Program through BIA

Mike Weaver, Disaster Recovery Specialist, M&T Bank  &  Jackie Weeks, User Experience Researcher

Business Continuity Plans are only as good as the assumptions they rely on. Without honest and accurate priorities, the people building and using these plans may feel as if they do so for questionable value. A broken Business Impact Analysis can be devastating to the health of the program. M&T Bank was stuck at this impasse at the end of 2017. Amidst stale data, and growing tensions, M&T Bank and Assurance Software Inc. renewed a strained relationship into a strategic partnership. This case study looks at the convergence of User Experience (UX) Research, Professional Services and Voice of The Customer. Honest communication and surprising innovation result in shared successes for M&T Bank and ASI.

Using Assurance to Exercise Multiple Business Lines and Locations

Ray Holloman, Business Continuity Administrator, HCA Healthcare

What happens when you have multiple lines of business running out of one data center, and you are responsible for the disaster recovery testing for all of them? IT Disaster Recovery becomes more complex every day with more lines of business needing more IT resiliency to reduce downtime. Learn more about how HCA Healthcare uses AssuranceCM to create and maintain plans for each line of business, along with tracking the testing of those plans and creating consistency through Assurance Reporting features.

Sending Notifications in AssuranceCM

Stan Kuruvilla, Product Marketing Manager, & Dustin Fioravanti, Sr. Manager of Customer Support, Assurance Software

Whether it is part of an exercise or during an actual incident, it is critical that you can notify the people designated within your plans. This session will review how to notify employees, partners, and others (via AssuranceNM) from within the AssuranceCM module.

Virtual Reality Demo: Using VR in a Tabletop Exercise

Assurance Product Team

Scenario simulations enabled by Virtual Reality (VR) can be used to enhance organizational engagement by creating an immersive, interactive environment in which team members conducting an exercise feel that they are taking part in an incident. This helps to generate the pressures and timeliness required in an actual incident and can help ensure people respond in a more realistic manner. This session will include a presentation that examines the potential advantages of VR compared to traditional organizational engagement methods, and examples of potential uses in testing, exercising, training and awareness.

5:00pm - 6:30pm

Networking Happy Hour

6:30pm - 10:00pm

Welcome Reception & Casino Night

7:00am - 8:30am Breakfast
8:30am - 9:30pm Keynote Address

I Wasn't Hacked... Was I?

Jim Stickley, Cybersecurity Expert, Published Author & Speaker

Jim Stickley has been robbing banks, hacking government computers, and stealing confidential information from businesses for over 30 years. He has also been showcased on numerous television shows including NBC's "Nightly News", CNN's "NewsNight", CNBC's "The Big Idea", Anderson Cooper's "Anderson" and is a frequent guest on NBC's "Today Show". In this unique session, Stickley will demonstrate how criminals are exploiting poorly designed features in web browsers, new tricks in social engineering, and how old security functionality is now being used against you. Most importantly, Stickley will show how seemingly insignificant actions can lead to complete and total compromise. From credit card exploitation to online account takeovers, this session covers a large range of attacks that put both home users and corporate employees at risk. As always, Stickley will provide useful tips and tricks to help you detect these and prevent you from falling victim to these types of attacks.

9:45am - 10:45am Breakout Sessions 1

What Auditors Want to See in an IT Security Audit

Chris Rossi, Senior Manager, IT Security Audit, Vanguard

Preparing for an audit can be challenging and stressful if you don’t have a clear understanding of the auditors focus and goals. In this breakout session, Chris will outline what exactly an IT Security Auditor is likely to focus on within your environment, and how you can best prepare your organization beforehand. This session will cover both general best practices as well as examples from a few of the most common regulatory requirements that are often the driver for IT Security Audits.

Progression to Organizational Resilience Has Us All Smiling

Andy Wyley, Director of Organizational Resilience & Melissa Rhodes, Manager of Disaster and Recovery, SmileDirectClub

In one year the group at SmileDirectClub has expanded its original scope of business continuity to include disaster recovery, incident management, emergency management and compliance. Hear from the team as they discuss how they are building the disciplines and putting processes and training in place to work towards organizational resilience.

Sending Notifications in AssuranceCM  (Repeat)

Stan Kuruvilla, Product Marketing Manager, & Dustin Fioravanti, Sr. Manager of Customer Support, Assurance Software

Whether it is part of an exercise or during an actual incident, it is critical that you can notify the people designated within your plans. This session will review how to notify employees, partners, and others (via AssuranceNM) from within the AssuranceCM module.

Voice of the Customer Roundtable: Breaking Down Usability Barriers  (Repeat)

Jackie Weeks, User Experience Researcher, Assurance Software

Does manually changing Plans or Assessments back to the "Ready to Build" status get you down? Do you dream up ways to automate actions in Assurance; create an action item when updates are required, kick-off a notification when data changes, trigger exercises? Join the User Experience and Product Team to help us brainstorm what automation can be added to Assurance to make it easier for you to manage your program.

11:00am - 12:00pm Breakout Sessions 2

Convergence of Cybersecurity and Business Continuity

Mike Moniz, Principal Consultant, Assurance Certified Engineer (ACE)

54% of companies report that they have experienced one or more cyber attacks in the last year.  Only 38% of global organizations state that they are prepared to handle a sophisticated cyber-attack. During this interactive session, participants will learn about the: Convergence of Cybersecurity and Business Continuity, roles and responsibilities of individuals involved in the cyber incident response program, and the threat actors that perpetrate Cybersecurity crimes. 

 

You will walkthrough a Cybersecurity Incident Response plan built out in AssuranceCM  and hear about real world experiences from our expert’s interaction with numerous client programs as well as some of the main lessons learned from over 100 Cybersecurity exercises.

Preparedness on the Go - Accessing Plans from the Mobile App and Best Practices  (Repeat)

Michele Corvino, VP of Product Management, Assurance Software

During a crisis, it is critical that the right people have the right information on the right device. This session will discuss how organizations can roll out their plans and playbooks to the broader organization.

Utilizing Assurance to Achieve Certification in the Emergency Management Accreditation Program (EMAP)

Dawn Moen, Loss Control Analyst, OMB-Risk Management Division, State of ND

In this session Dawn Moen from State of North Dakota will discuss how Assurance CM is utilized to achieve certification for their continuity program.  The case study will focus on the continuity portion of the Emergency Management Accreditation Program (EMAP) the voluntary standards, assessment, and accreditation process for disaster preparedness programs throughout the country.  Takeaways from this example can also be applied to other BC certifications.

Voice of the Customer Roundtable: What Can "If/Then" Automation Do for You?  (Repeat)

Jackie Weeks, User Experience Researcher, Assurance Software

Whoever said "Obstacles do not block the path, they are the path" has clearly never managed a BC/DR program. What do end users encounter in Assurance that prevents them from completing their tasks easily…quickly…at all? How can Assurance be more learnable…more efficient…more….easy?  Join the User Experience and Product Team to define and prioritize usability hurdles to help us clear the way for a better experience.

12:00pm - 1:00pm Lunch
1:00pm - 2:00pm Breakout Sessions 3

Case Study - Marsh & McLennan Companies' DR Test Best Practices Leveraging AssuranceCM

Walter Lawn, Disaster Recovery Planning Manager, Marsh & McLennan Companies

A review of the DR test process, from test request through execution and publication of results, highlighting both where CM significantly contributes to the process, and areas where it could become more helpful.

Best Practices in Effective Crisis Management with AssuranceNM

Beth Frasure, Business Continuity Program Administrator, D.A. Davidson Companies

In this session, Beth Frasure will share her experience testing and integrating the AssuranceNM system with her employees, and what she considers to be the best practices for and results of a successful test. She has a bachelor’s degree in Business and Psychology along with various Business Continuity Certificates including the CBCP from DRII, Certified Continuity Manager (ISO 22301 Specialist) with The National Institute for Business Continuity Management, and ITIL certified.

Cross Functional Synergy in the Cloud Generation

Jeff Dell, Director of Crisis Management, Symantec Corporation

Responding to incidents can be challenging, whether they involve physical security, cybersecurity, privacy, or other types of events. Traditional response processes are often siloed and may not be suitable for the cloud and privacy generation, where improved cooperation, coordination, and information sharing are required. At Symantec, we have broken the traditional paradigm by integrating and aligning our various response capabilities. In this session, you'll learn more about our cohesive response process across our crisis management, privacy, JSOC, IT, and other internal and external facing incident response teams.

Virtual Reality Demo: Using VR in a Tabletop Exercise  (Repeat)

Assurance Product Team

Scenario simulations enabled by Virtual Reality (VR) can be used to enhance organizational engagement by creating an immersive, interactive environment in which team members conducting an exercise feel that they are taking part in an incident. This helps to generate the pressures and timeliness required in an actual incident and can help ensure people respond in a more realistic manner. This session will include a presentation that examines the potential advantages of VR compared to traditional organizational engagement methods, and examples of potential uses in testing, exercising, training and awareness.

2:15pm - 3:15pm

2019 Assurance Customer Awards, Raffles, & Closing

2019 Assurance Customer Award Nomination

During the 2019 Surge conference, we will celebrate the accomplishments of our customers as you strive for excellence in business continuity.