Potomac Forum, Ltd. – The Forum of Choice for Government & Industry Since 1982 ^TM

Continuity of Operations (COOP) and Emergency Planning in the Government Environment Training Workshop VI

April 8-9,2010 – Willard InterContinental Hotel

Seats Are Available for On-Site Registration
On-Line and Fax Registration is closed as of 4:15 pm
Please Register On-Site at the Willard Hotel 7:30 - 8:30 am
Thank You


Special Guest Speakers 

Ms. Veronica Glass
DHS/Customs and Border Protection
Department of Homeland Security (DHS)
Floating your COOP Program and Keeping it Watertight

-----------------------------

Marianne Swanson, NIST
and
Dean Gallup
 Co-Authors
  NIST Special Publication 800-34 Rev. 1 (Draft)
Contingency Planning Guide for Federal Information Systems

Workshop Description

Industry and Government Leaders Present Practical Solutions to Government COOP Requirements.

Hear from industry experts and government managers leading Business Continuity Planning and Continuity of Operations Development. The instructor Team presents practical, real-life solutions required to establish or improve a business continuity program within your Federal, State, Local, Tribal, or Private Sector organization. The key to success in moving your COOP program forward is gaining the foothold within your organization’s culture and business processes. You will hear from Federal Agency Leadership about their development of a COOP Program that has been recognized by DHS as best practice. Learn about impacts of current events that drive Telework, Resilience and other key response and recovery strategies.

Learn about the New COOP Requirements and what they mean for your organization. The Federal Government’s continuity requirements are currently being updated and this workshop will address the new developments and how it will impact your organization. Planning for National Level Exercise and Eagle Horizon 2010 are currently under way. This session will address how to gauge your progress in preparing for it and what new aspects you can expect from it.

Learn how to Justify COOP Programs to Senior Management and Build Cooperation and Consensus at the “Front line” levels. Instructors will simply and clearly answer the “what’s in it for me” question from the leadership level through, and right down to the individual implementer’s level. This technique, though simple and easily tailored, is often the key to gain leadership’s buy-in and individual understanding of the complexities involving the many facets of COOP.

Consider this Workshop

• If you have a COOP Program that is just taking off
• If you have an established COOP Program and want to become familiar with how the new federal guidance has changed in the as little as the last six months
• If you are new to the Federal COOP environment
• If you are in top leadership and need to learn more about what you are “on the hook” for within COOP
• If you have recently taken over an existing COOP Program and want to ensure that it is up to speed with the industry’s best practices
• then this is the session for you to deliver a practical and sustainable COOP Program that complies with government regulations, best practices and effective management.

What You Will Learn

• Define all aspects of COOP
• Justify COOP program and testing
• Describe the activities involved in developing and implementing a sound COOP strategy
• Distinguish between COOP and Disaster Recovery and understand how both topics are critical to contingency planning
• Understand the new Federal requirements and guidelines
• Understand the increasing responsibilities on Human Resources, Logistics and Contract Management brought about by the Implementation of COOP
• How to effectively engage Telework within your COOP Program
• Develop an action plan for delivering your COOP Program
• Understand COOP and IT Infrastructure support
• Develop a COOP Implementation plan complete with Emergency Response Strategies
• Develop a COOP Testing, Training, and Exercise Plan & Program for tracking your COOP posture
• Understand Government regulations on COOP and Business Continuity and how they pertain to your agency and why (including The Disaster Recovery Plan and the Information Systems Contingency Plan according to NIST 800-34 Ref. 1 and Federal COOP Guidelines – FCD-1/FCD-2/NCP Implementation Plan)

Who Should Attend

• Senior Leadership who own the COOP Program
• Middle managers and staff tasked with the development and implementation of COOP
• IT Managers and Staff tasked with Information Systems Contingency Planning according to the “NEW” NIST SP800-34 Rev. 1 Guidance
• IGs, QA Managers and Staff
• Program Managers responsible program operation
• Procurement Staff responsible for COOP Contracting
• Human Resource Managers and Supervisors responsible for Implementing COOP Telework and tracking personnel during emergencies

Why You Should Attend

• Learn how COOP/DR is an essential requirement for government emergency preparedness
• Network with your colleagues on COOP/DR capability in the Federal, State, Local Government
• Review the development phases, tasks, and how to deploy personnel for COOP/DR implementations, testing, and exercises
• Understand the best COOP/DR Architecture for your organization
• Get some practical experience in COOP/DR concepts and planning through the course workshops
• Gain insight into building resilient data centers that scale efficiently
• Learn the importance of data integrity and how to protect it
• Understand the reasons why some COOP/DR implementations fail
• Apply techniques to maximize the efficiency of your IT and Systems contingency plans

Workshop Format

• Lectures, classroom exercises, and government panelists

Agenda

Day One

7:30 AM	Registration and Continental Breakfast
8:30	Welcome Art Chantker, President, Potomac Forum
8:45	What is the definition of COOP and understanding the COOP Alphabet Soup – COOP, COG, ITCP, ISCP, DR, CP, BCP, BCM, BR2
9:30	Federal COOP Guidelines, Mission Essential Functions & COOP Strategies – FCD-1/FCD-2/NCP Implementation Plan
10:15	Break
10:30	Government Guest Speaker Ms. Veronica Glass DHS/Customs and Border Protection Department of Homeland Security (DHS) Floating your COOP Program and Keeping it Watertight
11:30	The Action Plan – Introduction
11:45	Hosted Lunch
12:45 PM	COOP Operations: Government Guest Speaker from DHS to discuss COOP Operations
1:45	Securing the Future – Impacts of Recent Emergency Response and Recovery Events
2:30	Break
2:45	Tracking COOP Operations
3:30	Alternate Site Orientation – Personal COOP Planning
4:30	Wrap-up and Consulting Period Opportunity to discuss specific Agency COOP Challenges with the Instructors
5:00	Day One Adjourns

Day Two

7:30 AM	Registration and Continental Breakfast
8:30	Welcome Back and Recap Art Chantker, President, Potomac Forum
8:45	Telework – Incorporating the Lessons Learned during Recent Emergencies How Telework Interfaces with COOP Operations
9:30	COOP Resilience in Strategies
10:15	Break
10:30	Your Agency and COOP compliance
10:45	Information Systems Contingency Planning Guidance Guest Speakers Marianne Swanson, NIST and Dean Gallup Co-Authors   NIST Special Publication 800-34 Rev. 1 (Draft) Contingency Planning Guide for Federal Information Systems (Draft)
11:45	Hosted Lunch
12:45 PM	Re-inventing Disaster Recovery – Bridging the GAP
1:45	Data Center Strategies – A Remote Response to Emergencies
2:30	Break
2:45	COOP/DR – Finding the Right Mix
3:45	COOP Testing, Training, and Exercises One-Stop Table Top Exercise
4:30	Wrap-up and Consulting Period Opportunity to discuss specific Agency COOP Challenges with the Instructors
5:00	Workshop Adjourns

(Agenda subject to change)

Instructors

Potomac Forum, Ltd. has selected the Unisys Corporation to present this workshop. The Unisys instructors are experienced leaders in planning for and implementing government COOP programs. They have supported numerous civilian and DOD organizations in COOP preparation, testing and exercising, and developing government-wide Best Practices in COOP, Disaster and Emergency Preparedness. Each instructor brings years of experience in the government environment, has lived COOP from the government perspective and knows the compliance regulations and guidance necessary for an effective Government program.

Richard Gillies, CBCP

Richard Gillies is the Director of the Unisys Continuity of Operations and Continuity of Government Program and line of business within the Unisys Federal Enterprise Security Group based in Reston, Virginia. Rich has performed Continuity of Operations (COOP), Continuity of Government (COG) and Information Technology Continuity Planning (ITCP) on numerous contracts throughout the Federal Government. His most recent support has been within the Department of Homeland Security (DHS), U. S. Customs and Border Protection (CBP) where he provided COOP Program and Exercise support during Forward Challenge 2006 and is currently staging for the 2008 White House mandated COOP exercise across the Federal Government known as NLE 2-08 (Eagle Horizon). In his role, Rich is assisting CBP in streamlining their COOP Program to meet the new requirements of FCD-1, FCD-2 and the NCP Implementation Plan as well as aligning their COOP Response and Recovery Strategies with the various CBP alternate facilities and information technology platforms.

Prior to joining Unisys, Mr. Gillies headed up the AT&T Broadband Business Continuity and Disaster Recovery effort within the National Technical and Network Operations Center located in Denver, Colorado. The effort involved the implementation of a multitude of Response and Recovery Strategies incorporating 350 critical infrastructure facilities throughout the United States. During 9/11, Rich coordinated response strategies used in New York City from the Network Operations Center in Denver.

Mr. Gillies served in the United States Coast Guard for a period of 34 years before embracing the challenges of the corporate world of Business Continuity Planning. Most notably during his military career – Rich received the Meritorious Service Medal for his efforts during the Coast Guard’s Y2K response that included the development and deployment of the Federal CIO Verification Process declared by Congress as a Federal Best Practice. The process was deployed to all 50 states. He was also an Intelligence Officer in support to The Gulf War and was involved in many forward operations during The War on Drugs.

Mr. Gillies received his BA from the University of Houston and his BS in Strategic Management and MBA from Southeastern University.

Chuck Ugalde, MCSE, CCNA, CCDA, CCNP, CCDP, CSMDS

Chuck Ugalde is the Director of the Unisys Disaster Recovery and IT Contingency Planning line of business within the Unisys Federal Enterprise Security Group based in Reston, Virginia. Chuck has performed Continuity of Operations (COOP), Continuity of Government (COG) and Information Technology Contingency Planning (ITCP) on numerous contracts throughout various City, State, and Federal Government agencies. His most recent support has been within the Department of Health and Human Services (HHS) where he provided COOP Program and Exercise support for several HHS OPDIVs in addition to Forward Challenge 2006. In his role as Deputy Engineering Manager for the HHS ITSC program, Chuck assisted HHS in streamlining their COOP Program to meet the new requirements of FCD-1, FCD-2 and the NCP Implementation Plan as well as aligning their COOP Response and Recovery Strategies with the various HHS alternate facilities and information technology platforms.

Prior to joining Unisys, Mr. Ugalde headed up the planning, re-design, and upgrade implementation of the 3 major data centers for the NYC Departments of Correction and Probation. The effort involved the implementation of a multitude of Response and Recovery Strategies incorporating the 3 major data centers, 25 detention facilities and 30 branch offices throughout the NYC metropolitan area. During the NYC blackout of 2003, Chuck executed and coordinated all data center backup and recovery operations till full power was restored.

Mr. Ugalde has been designing, building, and operating data centers as well as providing disaster recovery services for the last 20 years for clients such as UBS Paine Webber, Polo Ralph Lauren, BMG Music Company, G&J Publishing, Mitsui-Sumitomo Insurance, and many other notable corporations.

Mr. Ugalde attended the State University of New York Farmingdale for Mechanical Engineering and holds multiple industry certifications for the routing, switching, security, operating system and storage disciplines.

Joe Douglas, ABCP

Joe Douglas is the Director of the Unisys Continuity of Operations Tactical Programs within the Unisys Federal Enterprise Security Group based in Reston, Virginia. Joe has planned and executed continuity efforts for Customs and Border Protection, US Coast Guard and Department of Justice. He currently leads tactical continuity planning to implement the new CBP COOP Program and is supporting each of the alternate sites to develop a robust COOP reception program. Prior to this engagement he developed the alternate site reception plan for US Coast Guard Commandant Staff and completed the IT Contingency Plan for the DOJ Consolidated Asset Tracking System. He was a trusted agent in both Forward Challenge 04 and 06 exercises and has been instrumental in Sensitive Compartmented Information Facility (SCIF) outfitting and accreditation. Before joining Unisys he served as an officer in the United States Coast Guard performing a myriad of operational and support duties that included coordination of directorate-level Year 2000 (Y2K) contingency planning.Mr. Douglas holds a Bachelor of Science in Computer Science from Appalachian State University. 

 

Special Guest Speakers: 

Marianne Swanson
NIST
NIST Special Publication 800-34 Rev. 1 (Draft)
Contingency Planning Guide for Federal Information Systems

Dean Gallup
Co-Author of NIST Special Publication 800-34 Rev 1
Associate
Booz Allen Hamilton Mr. Gallup is a co-author of NIST SP800-34 Revision 1.  He has over 25 years experience in management and operation of large-scale critical information systems and Disaster Recovery and Contingency Planning for both the public and private sector.  He has IT management experience in 24/7 data center operations, including implementations, disaster recovery management and planning, IT COOP development, and risk and impact analyses for Federal and state agencies and military organizations.  His experience includes over thirty years of emergency management training and operations in both the fire service and emergency medicine.Mr. Gallup has been an Associate for Booz Allen Hamilton for the four years, developing COOP, disaster recovery and contingency plans for federal and military agencies.  Prior to that, Mr. Gallup worked for American Management Systems, managing the installation and implementation of the Virginia Tax computer system and development of their disaster recovery strategy.  Mr. Gallup spent 17 years at the New York State Division of Criminal Justice Services, serving as Manager of Computer Operations, and overseeing the implementation and operation of the Statewide Automated Fingerprint Identification System (SAFIS), one of the largest automated fingerprint systems in the world at the time.

 

Registration Fees

Fees include presentation materials, presentations, continental breakfast, refreshment breaks and luncheon at the Willard InterContinental Hotel (Hotel of the Presidents).

  Government Employees: $1,295 (Federal, State or Local Government Issued ID)

Team Rate for Government:  Send a government team to learn together.  Register two government employees from the same office at the same time and the third person registers at 50% of the standard government rate.    

Industry and Contractors: $1,395 (Including contractors on-site and in direct support of government agencies). 

This event is NOT for industry business developers  or marketing personnel - only technical and management staff are welcome from industry

To register for this event, click below or call 703-683-1613

 

 

* Government Registrations are given First Preference!

Send a Government Team Rate: To Encourage Your Government Team to Learn Together.
Register two persons from the same government office at the same time and the third registers at 50% of the registration fee.

Cancellation Policy

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

Meeting Location

Willard InterContinental Hotel
1401 Pennsylvania Avenue N.W.
Washington D.C. 20004
202-628-9100