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October 22, 2018 - Contingency Planning Exchange And Continuity Insights Fall 2018 Conference

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October 22, 2018
Contingency Planning Exchange and Continuity Insights
Fall 2018 Conference Partnership

joint image

Wyndham New Yorker Hotel
481 8th Avenue
New York, NY 10001
8:00AM - 5:00PM

FREE for CPE Members
$695 for Non Members or  Join Now

Attend for Free as an Individual OR Display for Half Off
Contact us for more information and for a discount code for registration as an exhibitor.


The Contingency Planning Exchange (CPE), an organization for business continuity, disaster recovery, crisis, and emergency professionals, and Continuity Insights, a business-to-business media company, have announced that they will combine their respective Fall 2018 conferences to create a comprehensive, single-day educational event. 

All business continuity, disaster recovery, and other professionals in related industries and disciplines are welcome to register and attend the joint conference which will take place on Monday, October 22, 2018, at the Wyndham New Yorker Hotel. 

Based on each organizations’ rich legacy of hosting annual conferences in New York, the new partnership will leverage their individual strengths in content creation, subject matter expertise, networking, and connection to distinct communities of resilience professionals. In addition, the conference will give these professionals access to an expanded showcase of cutting-edge products, services, technologies, and solutions.  

“Synergy. Two household names in resiliency and contingency planning are proving that the whole can be more than the sum of its parts,” states Patrick Alesi, Chair of the Contingency Planning Exchange. 
“Get ready to be synergized,” he added. “BC/DR professionals throughout the Greater New York Metro Region and beyond will truly benefit from this partnership.”

“Efficiency through collaboration, we are acutely aware of how much time people can afford to be out of their offices,” said Robert Nakao, Executive Publisher of Continuity Insights. “This partnership is a win for all involved, with expanded educational programming, a greater cross-section of relevant businesses and industries, and all efficiently executed in a robust one-day conference.” 

The attendees will benefit from keynote and breakout sessions discussing a wide range of topics in resilience, continuity, disaster recovery, crisis management, and more to expand their horizons and realize their full potential as they strive to build the ultimate resilient organization. The full conference program will be available in the coming weeks.

About the Contingency Planning Exchange
Founded in 1985, Contingency Planning Exchange (CPE) is dedicated to keeping its members on the cutting edge of information and trends related to ensuring that business, industry and government continue to operate both during and after a crisis. CPE strives to meet the needs of each individual member by offering a variety of ideas and resources to continually enhance business continuity, disaster recovery, and crisis/emergency strategies and tools. Our programs encourage the sharing of ideas and best practices across all industry classifications.

About Continuity Insights
Continuity Insights is an essential information-sharing resource for business continuity professionals. Its mission is to foster information-sharing among these various constituents as the lynchpin for their success. Content delivered as original editorials, conference presentations, research, webinars, videos, panel discussions, interviews, and such, is the basis for this exchange. Continuity Insights is a second-generation business continuity media information provider. Continuity Insights’ predecessor, Contingency Planning & Management (CPM), was founded in 1995 in response to the tragic events of the Oklahoma City bombing. 


8:30AM - 9:30AM


B1: Breakout Session
BCM Staff Development and Maintaining BCM Staff Readiness

Patrick Alesi - CEO Office, Business Continuity Management, Nomura & Chair, Contingency Planning Exchange

Your BIAs are up to date. Your plans are perfect, down to the last detail. You’ve trained your executives, your business partners, the rank and file. But what about your staff – are they ready for a crisis? This session will cover the many aspects of keeping your BCM staff in tip-top shape such as: hiring, training and development, and managing staff during a crisis.  

Patrick Alesi is an Executive Director and Head of Business Continuity Management for the Americas region at Nomura, having joined the firm in June 2010. Mr. Alesi’s current responsibilities include strategic planning and incident response management as well as regulatory compliance for Business Continuity. Mr. Alesi previously worked for Lehman Brothers in the Business Continuity Management group, ultimately as global co-head of the function holding the title of Senior Vice President. Immediately following the Lehman Brothers bankruptcy, Mr. Alesi was a Director at Barclays Capital, where he served on the IT Transition team overseeing the delivery of data and IT services to former Lehman entities. Mr. Alesi also worked at the New York Mercantile Exchange as its Director of Systems, Operations, and Database Administration. He has a broad range of technology experience in systems analysis, voice, and data communications. Mr. Alesi has served as Chairman of the Securities Industry and Financial Markets Association (SIFMA) Business Continuity Committee and as a member of the Futures Industry Association (FIA) BCP Committee.




B2: Breakout Session
Be a Top Talent

Cheyenne Marling - Executive Vice President, People Solutions & Program Analytics, Firestorm

A long list of certification acronyms after your last name and years of business continuity/ resiliency expertise does not translate into being a Top Talent. A Top Talent professional possesses the sought after soft skills and cognitive ability that can elevate the program, the team and the organization. The hard skills required to be successful in a role may vary on the level and between different organizations, but the soft skills are universal and do impact your career trajectory. Let’s discuss soft skills to better position your career growth at any stage.  

Cheyene Marling, Hon. MBCI, has been an executive recruiter for more than 22 years, with 20 of those years specializing in the business continuity field. Her career as an executive recruiter began in Madison, Wisconsin shortly after graduating from UW-Madison with a bachelor’s degree. In Madison, she placed professionals at all levels, from programmers and accountants to professors. Shortly after moving to southern California in 1998, she joined Management Recruiters International (MRI) where she immediately began recruiting in the business continuity field. Cheyene quickly recognized that business continuity was getting lost within the large umbrella of MRI. She decided to forge a new company solely dedicated to business continuity and founded BC Management, Inc. In January 2018, BC Management became a part of Firestorm, a Novume (NASDAQ: NVMM) company.

9:45AM - 10:45AM


B3: Breakout Session
Future Vision of Resilience: Global Trends and Predictions

Kelsey Rose - Director of Global Operations, DRI International

Each year, the DRI Future Vision Committee assembles a report on the current issues facing resilience professionals. This session will explore what exactly it means to be a resilience professional today and how we can adapt to manage increasingly visible and complex incidents. By contrasting the findings of the Future Vision Committee with real-life incidents, she will provide guidance in creating an effective resilience strategy in line with the latest industry developments around the world.  

Kelsey Rose, CBCV, joined the DRI global operations team in 2013. As Director of Global Operations, she manages the activities of DRI and its partners outside of the United States in addition to providing internal project management for the organization. Prior to beginning this role, she provided operational and marketing support for the international network of partners and certified professionals in her capacity as Senior Global Marketing Strategist. She also implemented Thrive (now a part of Drive), DRI’s regional blogs, and worked together with leadership to help improve the website user experience for those outside of the United States. Kelsey serves as a liaison for DRI’s Young Leaders in Resilience committee. Kelsey has a Bachelor of Arts degree from New York University in Global Liberal Studies and a Master of Sciences from the London School of Economics in Economy, Risk, and Society. Follow her on Twitter: @KelseyLRose.




B4: Breakout Session
Increasing Organizational Resilience by Establishing Command & Control

Tracey Rice - Vice President of Customer Engagement, Fusion Risk Management

This session presents key strategies and tactics to increase the resiliency of your organization and help your program succeed and thrive into the future. Subtle but significant adjustments can drastically improve your success. Are you in command of your program? Are you in control of what impacts resiliency? Is the core of your agenda strong and stable? Understand what leading organizations do differently with ideas that make sense from the most basic to the most complex enterprise programs.  

Tracey is Vice President, Customer Engagement with Fusion Risk Management. Tracey brings 20 years of industry experience as a recognized industry leader and highly knowledgeable Business Continuity Management software solutions evangelist. She began her career at Strohl Systems, then SunGard Availability Services. As a product evangelist and passionate customer advocate, she is helping to build the Fusion community and enabling customers to achieve new and remarkable levels of success in their Continuity Risk Management programs.

11:00AM - 11:30AM


K1: Keynote Session
The State of New York City Preparedness

Joseph Esposito - Commissioner, New York Office of Emergency Management

Joseph J. Esposito was appointed Commissioner of the New York City Emergency Management Department in 2014. He is responsible for oversight of the City’s efforts to plan and prepare for emergencies, educate the public about preparedness, coordinate emergency response and recovery, and disseminate emergency information. With more than 40 years in public service, Esposito has dedicated his career to public safety and preparedness.  

Joseph J. Esposito was appointed Commissioner of the New York City Emergency Management Department in 2014. He is responsible for oversight of the City’s efforts to plan and prepare for emergencies, educate the public about preparedness, coordinate emergency response and recovery, and disseminate emergency information. With more than 40 years in public service, Esposito has dedicated his career to public safety and preparedness.

11:30AM - 1:15PM
Networking, Vendor Demonstrations and Lunch

11:45AM - 12:15PM



V1: Vendor Demonstration
BC in the Cloud



V2: Vendor Demonstration
Assurance Software

12:30PM - 1:00PM




V3: Vendor Demonstration
Fusion Risk Management


Recovery Planner

V4: Vendor Demonstration
Recovery Planner

1:15PM - 2:15PM



B5: Breakout Session
How to Define an Enterprise-Wide Recovery Sequence for Your Business

Robert Fucito - Vice President, Enterprise Business & Technology Resiliency, Fannie Mae

Learn how to align your business and technology recovery strategies to deliver a viable recovery sequence for your firm. In this session, I will demonstrate how you can dissect your organization and construct a succinct recovery plan for your business and technology under a worst case scenario.  

Robert Fucito is currently the Head of Enterprise Business and Technology Resiliency at Fannie Mae, Washington DC, a position he assumed in August 2017. Prior to this assignment, Fucito served as the Executive Director, Global Head of Resiliency – Treasury and Securities Services for J.P. Morgan and at JPMChase. In these roles he integrated diverse teams to create a new CIB Resiliency Team, migrated to a common planning tool, assessed new organization procedures and planning, instituted quality program to improve content, consistency and sustainability. He established many new “best practices” for the team and initiated risk assessments, awareness programs and strategic initiatives as part of a three-year vision. Fucito has held previous executive positions at UBS, Alliance Bernstein, BNP Paribas, and MHT/Chemical/Chase.




B6: Breakout Session
Preparing to Prepare – Documenting Your Exercise

Monica Goldstein - President, Recovery Planner

Exercising your plans is an integral part of an organization’s resiliency strategy. You may know why you need to exercise your plans but knowing how to plan and prepare all the documents for a Business Continuity exercise is fundamental to a successful exercise. Gartner says that the prep work for an exercise is approximately 60% of an Exercise – so what are you prepping? In this session we will review designing exercise documentation for use pre, post and during a Table-top exercise. We will provide each attendee with a handout that gives guidance on exercise documentation and the opportunity to apply the guidance to their own exercise.  

Since 1995, Monica’s experience in business continuity planning and senior management within Business Continuity organizations has been comprehensive. Currently, she is a co-founder and CEO of RecoveryPlanner, a company providing BCM professional services and the comprehensive cloud-based Business Continuity Management system, RPX. Monica still makes it a point “to be in the field” to lead or participate in Business Continuity Planning projects and exercises. From 1995 until mid-2008, Monica was a part of the Senior Management Team for the CAPS Centers, an alternate site and BCM consulting company, where she also had the opportunity to project lead and participate in a variety of BCM projects and exercises.

2:30PM - 3:30PM



B7: Breakout Session
The “Non-Standard BIA”

Kathleen Lucey - President, Montague Risk Management/NY Metro Chapter ACP

Faced with a client that had the results of a BIA that took two years to complete, cost $400,000, did not provide the necessary information to develop recovery plans, and where much of this information was outdated, the presenter developed a combined BIA/Risk Assessment. This allowed the rapid collection of the information necessary to develop recovery plans. It was much easier (and much faster) to get to the necessary decisions with this approach. It also provided the information necessary to complete both business unit and technology recovery plans. This approach has been used multiple times now; it is both effective and efficient. This presentation describes how this methodology works and why it is effective.  

Kathleen Lucey has been a Fellow of the Business Continuity Institute (FBCI) since 2000, and became Director of Risk Assessment and Incident Management at McGraw-Hill Financial Inc. in 2015. Prior to that she managed Montague Risk Management, a specialized consulting firm she founded in 1994. Her professional accomplishments include: Writing her first contingency plan for the move of a major data center at Amdahl Corp. in 1978; in 1984, she was one of the founding members of the Information Systems Security Association (ISSA); in 1998, she was awarded IBM’s inaugural Business Continuity Practitioner of the Year Award; in 2005, she was inducted into the Contingency Planning and Management Hall of Fame; in 2008, she served as the founding president of the USA Chapter of the Business Continuity Institute; and in 2009, she was elected by the BCI membership to the Board of Directors of the Business Continuity Institute. She is currently a member of the BCI Global Membership Council and writes and speaks widely on many different resilience/recovery topics at professional conferences and journals.



B8: Breakout Session
Leveraging Your BCM Program in Cyber Security Incident Response

Ramesh Warrier - Director, eBRP

The immediate reaction to a cyber-security incident is the FUD factor (Fear, Uncertainty and Doubt); more like ‘chickens running around with their head cut off’. In the event of a data breach the RTO goes ‘out of the window’ and response is based on RTO=0. An agile response requires tested and documented Incident Response Plans – including Crisis Management, Business Continuity, and IT Disaster Recovery Plans. Automating the workflow facilitates seamless collaboration and the ability to Monitor, Measure & Manage the activities that are critical to effective Incident Response. In this presentation, learn about the various program components that will help in building an effective Incident Response.  

Managing Director Ramesh is the Managing Director and chief architect of eBRP Suite. His responsibilities include designing new features and functionality to meet tomorrow’s needs today. A graduate of IIT / Kanpur, Ramesh has nearly 30 years of experience in various Business & Technology roles, more than 20 of which have been in Business Continuity & Disaster Recovery planning. Ramesh worked at TATA, TD Bank and GE Capital prior to founding eBRP.

3:45PM - 4:45PM



B9: Breakout Session
BC/DR Program as a Competitive Advantage

Bob Klemme - Business Continuity Program Manager, Verizon Wireless

Your organization likely has many customers who depend on your products and services. In some cases delivering your product just-in-time will make a customer’s special day. In other cases your services make the different between life and death. This session will discuss ways to take your BC/DR program out of the back office, and into the minds of your executives and customers.  

Bob Klemme has managed the Verizon Wireless Business Continuity program since 2003. This includes crisis management, recovery plans and tests for mission critical functions, and coordinating outreach activities with customers and government agencies. Bob and his team have supported and responded to over 100 disaster events including: hurricanes, wildfires, floods, tornados, and National Special Security Events. Bob has over 24 years of experience in the telecommunications industry.




B10: Breakout Session
Sheltered Harbor – Financial Services Resilience

Matt DeFrain - Cyber/Business Resilience, KPMG LLP

For financial institutions, a cyber-attack that exposes their customers personal identifiable information is bad enough. But even worse is the ‘doomsday’ scenario where the hacker destroys or lock up that data, making it impossible to retrieve. To guard against that kind of panic, the financial services industry has created Sheltered Harbor, a voluntary initiative that provides financial institutions and their customers with an extra layer of protection. This session will explore the scope of the Sheltered Harbor initiative, industry adoption and key components of the solution.  

Matt is a Director with KPMG LLP’s Cyber practice in Portland, OR. He has more than 15 years of experience in Information Systems Security, Business Continuity Management, Emergency and Disaster Management, Enterprise Risk Management, and Application Integrity and Business Process/Operational Controls. In his off time he enjoys writing music and exploring the trails of the Pacific Northwest.

Conference Adjourns

Monday, October 22, 2018, 8:00 AM until 5:00 PM
Wyndham New Yorker Hotel
481 8th Avenue
New York, NY  10001
Major Event
Registration is required
Payment In Advance Only
No Fee