Potomac Forum The Forum of Choice for Government & Industry Training Since 1982

The Forum of Choice for Government & Industry Training Since 1982

Continuity of Operations (COOP) and Emergency Planning in Government Training Workshop XVIII

Learn about New COOP Requirements, Federal Government Policy, Best & Proven Practices and what they mean for your organization.

Wednesday, September 11, 2019 - Thursday, September 12, 2019

Keynote Speaker 

Calvin W. Turner, Jr. 

Director

National Finance Center

Department of Agriculture (USDA)

The National Finance Center is the "poster child" for Successful Data Center Reconstitution.

 

Guest Speakers:

 

Kenneth Briscoe

Chief, Readiness Branch 

Continuity Division

Department of Homeland Security (DHS)

 

Veronica (Roni) M. Glass

Director, Continuity Division

Office of Operations Coordination

Department of Homeland Security (DHS)

 

Joe Douglas, ABCP

Continuity Program Manager

International Trade Commission (USITC)

 

Dean Gallup

Disaster Recovery Professional

Advantaged Solutions, Inc.

Coauthor of Information Systems Contingency Planning Guidance

NIST Special PUblication 800-34 Rev. 1

Contingency Planning Guide for Federal Information Systems

 

Elizabeth Voeller, PMP, ABCP

Incident Response, Emergency Management, Cyber Risk Management/Security Consultant

Vice President of the Mid Atlantic Disaster Recovery Association (MADRA)

Program Manager

eGlobalTech (eGT)

Wednesday, September 11, 2019 - Thursday, September 12, 2019

Meeting Location: 
Willard InterContinental Hotel

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004
United States

Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.

Overview: 

Learn about New COOP Requirements, Federal Government Policy, Best & Proven Practices and what they mean for your organization. Learn vital take-aways from this year’s National Continuity Exercise Eagle Horizon and how to make future exercises successful.  How will your agency react to a continuity event, whether large or small scale?  This workshop will show how to add resilience to multiple facets of your organization immediately using practical operational methods and actionable templates. There will be no excuses for lack of performance in the event of an emergency. Your agency leadership is more dependent than ever on its COOP personnel.

 

 

  • Is your agency management currently satisfied with its COOP Planning, Policy and Execution?
  • Is your agency prepared for all level of incidents and is it resilient?
  • Attend this proven Potomac Forum Training Workshop to improve or fine-tune your agency COOP planning and policy.

 

Government and Industry Leaders Present Practical Solutions to Government Continuity of Operations Requirements. This is a “How To” workshop “with proven instructors and guest speakers. Rated as “Excellent” the previous 25 workshop sessions!

 

Quality Promise – Full Refund if Not Satisfied with the Quality of the Information Presented: 
Potomac Forum is so confident that each and every attendee will be pleased with the information presented and its value to the government that Potomac Forum will provide a FULL REFUND for any student that does not find the two day workshop of value to their organization.

 

What’s In It For My Organization - 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 implementers' level. Learn how to Justify Continuity Efforts to Senior Management and Build Cooperation and Consensus with “Front Line” Leaders. 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. You will see a simple concept that will allow you to capture, catalog, measure and report on existing Continuity Implementations that already exist within your organization.

 

This workshop will help advance your program with new strategies, methods and templates. Included in the course materials will be numerous Federal continuity references as well as several ready-to-use templates to advance your program. (Material is Updated to Include the Latest Guidance from NIST, DHS and Administration Initiatives.)

 

  

Consider this Workshop...

  • If you have recently taken over an existing COOP Program and want to ensure that it is up to speed with the government and industry’s best practices
  • If you have a COOP Program that is just taking off
  • If you have an established COOP Program and need to find new areas to quickly and easily improve
  • If you are looking for ways to make your COOP Program execute effectively on a “bad day”
  • 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 are not satisfied with your current agency COOP Plan or Policy
  • If you have new Agency Leadership and want to be better prepared to discuss COOP

... then this is the session for you to deliver a practical and sustainable Continuity Program that complies with government regulations, best practices and effective management.

 

What You Will Learn: 

  • Execution - How the development of executable procedures First drives policy development Later
  • Action Plan - Develop an action plan for tracking progress and delivering a COOP Program that shows regular improvement and due diligence
  • Telework - How to effectively engage Telework within your COOP Program
  • Implementation – See methods to rapidly develop a COOP Implementation plan complete with Emergency Response Strategies
  • Alternate Sites – See proven, easily used techniques to evaluate and better develop seamless activation and functionality of your Alternate Sites
Why You Should Attend: 

  • Learn proven methods that work Smart, but not necessarily Hard, to improve multiplefacets of your COOP Program
  • Network with colleagues on COOP/DR capability in the Federal, State, Local Government
  • Take a fresh look at practical experience and proven concepts that can take your program in new directions
  • Obtain numerous functional Plug and Play Templates that can augment your program immediately
  • Review the development phases, tasks, and method to deploy personnel for COOP/DR implementations, testing, and exercises
  • Gain insight into building resilient data centers that scale efficiently
  • Learn how the cooperation of Continuity of Operation Planning and IT Disaster Recovery is an essential requirement for government emergency preparedness
  • Understand the reasons why some COOP/DR implementations fail
Who Should Attend: 

  • Program Managers responsible for program operation
  • Senior Leadership who own the COOP Program
  • Senior Leadership who is Accountable for COOP Planning, Policy and/or Implementation
  • Middle managers and staff tasked with the development and implementation of COOP
  • Facility managers of Alternate and Emergency Relocation Sites
  • IT Managers and Staff tasked with Information Systems Contingency Planning according to NIST SP800-34 Rev. 1 Guidance
  • IGs, QA Managers and Staff
  • Procurement Staff responsible for COOP Contracting
  • Human Resource Managers and Supervisors responsible for Implementing COOP Telework and tracking personnel during emergencies
  • Industry managers and staff supporting the government
Format: 

Lectures, classroom exercises, and government panelists.

 

 

Agenda: 

Day One                  AGENDA

7:30am

Registration and Continental Breakfast

8:30am

Welcome and Introductory Remarks

 

Art Chantker, President, Potomac Forum

8:45am

COOP Introduction 

 

Veronica (Roni) M. Glass, (A) Director, Continuity Division, Office of Operations Coordination, Department of Homeland Security (DHS)

9:00 am

COOP Policy: A Practical Guide   

·   Getting a handle on the vocabulary

·   Get a grip on business process

·   How the big pieces fit together

·   What the new terms really mean

 

Veronica (Roni) M. Glass, DHS

10:00am

Floating Your COOP Program

·   A Federal COOP Manager's path to program maturity

·   The Incident Command System relationship

·   The real keys to an executable program

 

Veronica (Roni) M. Glass, DHS

11:00am

Refreshment Break

11:15am

 Keynote Presentation  

Continuity of Operations: An Executive's Perspective

·   Lessons Learned from an actual catastrophic shutdown and relocation

·   Unexpected Weaknesses and Hidden Pitfalls revealed

·   Critical Human Capitol and Vital Asset management points

 

Calvin W. Turner, Jr. , Director, National Finance Center Department of Agriculture (Shared Services Computer Center for the Government)

12:00pm

Working Luncheon

Attendees will be given table topics based upon the morning training.

 

1:00pm

Working Luncheon Report-Out

Student Table Leader Report Out to Class

1:15pm

Alternate Site Integration

Operational perspectives from activation to completion of an event.

 

Kenneth Briscoe, Chief, Readiness Branch, Continuity Division, DHS

2:00pm

Tracking Continuity Operations

·   What ties policy to execution

·   How to capture what you already have and items yet to be done

·   Illustrate progress at the executive as well as tactical level

* Template Provided

 

Pre-COOP Playbook

·   Mechanism that moves you from facility evacuation to COOP Execution

·   Development of executive decision aid for a COOP event

* Plug and Play Template Provided

 

Joe Douglas, Continuity Program Manager, International Trade Commission (USITC) 

2:45pm

Refreshment Break

 

3:00pm

Alternate Site Orientation

·   Forgotten Elements of Site Briefing

·   Prepare Team Members both professionally and personally

·   Create and maintain site-specific orientation guides

* Plug and Play Template Provided

 

Joe Douglas, USITC

3:30pm

Emergency Relocation Site Reception Planning

·   Vital site preparation aspects for seamless activation

·   What Alternate Site does to keep the ball rolling

* Plug and Play Template Provided

 

Joe Douglas, USITC

4:00pm

Personal COOP Planning

·   What COOP Team Members, Employees and Families should address to be ahead of the curve

·   Why it is important to have a personal COOP plan

·   Recommendations and Best Practices

 

Joe Douglas, USITC

4:30pm

Day One Adjourns

 

 

 

Day Two

               AGENDA

7:30am

Registration and Continental Breakfast

8:30am

Welcome and Recap

 

Art Chantker, President, Potomac Forum

8:45am

Practical Exercise Design

·   Methodology to greatly simplify creating an exercise of any size to be a lasting success

·   Properly Match Exercise Type to Audience Type

·   Smart Card Briefing Technique that halts “Death by Power Point” Syndrome

* Template Provided
 

Joe Douglas, USITC

9:30am

Information Systems Contingency Planning Guidance NIST Special Publication 800-34 Rev. 1 Contingency Planning Guide for Federal Information Systems

·   Discussion on the IT side of resilience planning

·   Review of the Federal Standard on Contingency Planning

·   Using NIST SP800-34

·   Outline Changes to the standard from its inception

 

Dean Gallup, Disaster Recovery Professional, Advantaged Solutions Inc., 

Coauthor of NIST Special Publication 800-34 Rev 1, Contingency Planning Guide for Federal Information Systems

10:15am

Refreshment Break

10:30am

Your Agency and COOP Compliance

·   How to best prepare for an Audit

·   Due Diligence is Key

·   Easy Tracking Tools

 

Elizabeth Voeller, Program Manager, eGT

11:15am

Bridging the Gap to Business Continuity Management through Business Resilience

Combining IT contingency planning with business continuity 

·   Similarities and differences in TI and operational planning 

·   Working toward achieving full organizational resilience 

·   Incorporating full resilience into your organization 

Dean Gallup, Disaster Recovery Professional, Advantaged Solutions, Inc.Coauthor of NIST Special Publication 800-34 Rev 1, Contingency Planning Guide for Federal Information Systems

12:00pm

Working Luncheon

Attendees will be given table topics based upon the morning training.

1:00pm

Working Luncheon Report-Out

Student Table Leader Report Out to Class

1:15pm

Telework: Incorporating the Lessons Learned During Recent Emergencies 

·   How telework interfaces with COOP operations

·   Difference between Telework Ready and COOP Ready and Why Important 

·   Testing and Readiness

 

Elizabeth Voeller, eGT

2:00pm

Refreshment Break

2:15pm

Devolution Planning Best Practices

·   Practical guide to developing and improving Devolution within your organization.

·   Federal Case Study

·   Lessons Learned

 

Elizabeth Voeller, eGT

3:00pm

COOP Testing, Training, and Exercises

·   Framework for success in setting up engaging events.

·   Learn some sample injects

·   Getting leadership to the table

 

Elizbaeth Voeller, eGT

3:30pm

Wrap-up and Consulting Period

Opportunity to discuss specific agency COOP challenges with instructors.

3:45pm

Workshop Adjourns

 

 

Registration Information: 

 

Early Bird Registration Fee before 

August 2, 2019

AFTER August 2, 2019 
Government Employees:
(Federal, State or Local Government Issued ID)
$1295 
Special Reduced Rates in Support of Government Budget Reductions
$1395
Team Rate: Send a team to learn together. Register two employees from the same office at the same time and the third person onwards registers at $300 off the current rate.
Industry and Contractors:
(Including contractors on-site and in direct support of government agencies).
$1395
 
$1495

Registration Includes: Presentations, Workshop Notebook, Continental Breakfast, All Day Refreshments and two Hosted Luncheons

Keynote Speaker: 

Calvin W. Turner, Jr.

Director

National Finance Center

U.S. Department of Agriculture (USDA)

(The National Finance Center is the "poster child" for Successful Data Center Reconstitution.)

 

Calvin W. Turner Jr. is the Director of the National Finance Center (NFC). Mr. Turner joined NFC in October 2011, as the Deputy Director, and most recently, he was the Acting Director.

 

Prior to joining NFC, Mr. Turner had more than 20 years of leadership experience in the banking industry with Whitney National Bank, Hibernia National Bank, and the Federal Reserve Bank. He was also an Associate Instructor with the University of Phoenix at the New Orleans campus, and he was the owner of two small businesses.

 

Mr. Turner is active in the community and frequently volunteers as on-air talent with WYES TV/Channel 12 Public Television to help raise money with their pledge drives, and he has served on the boards of numerous local community organizations.

 

 

Mr. Turner has a Master’s degree in Public Administration and an undergraduate degree in Business Management and Communications.

Guest Speakers: 

Veronica (Roni) M. Glass

Deputy Director, Continuity Division
Office of Operations Coordination
Department of Homeland Security

 

Veronica M. Glass (fondly known as “Roni”) started her public and professional service working for legacy U.S. Customs Service under Department of Treasury (now Customs and Border Protection (CBP)) before it was merged with the 24+ Components comprised of the Department of Homeland Security (DHS).  Ms. Glass’ 38+ years of work in public service has exposed her to vast opportunities at all levels of management. Her experience with the changing world of IT afforded her the unique opportunity to be asked to help revitalize the CBP Continuity Program.  As the Continuity Manager, CBP Continuity of Operations (COOP) Program, Ms. Glass had complete oversight and responsibility not only for CBP Headquarters (within the NCR) but all of CBP field port, airport, and border locations as it relates to COOP activities and execution.

 

Now, as the DHS Deputy Director, Continuity Division, Ms. Glass is responsible for internal department-wide oversight, coordination, integration, and execution of continuity and continuity of government program, policy, and plans as it pertains to all threat / all hazard conditions across DHS.  She has been working in the Emergency Management field (contingency planning) for the last 15+ years and has taken every opportunity with the new challenges to become as informed and trained on continuity and emergency planning as possible.  Ms. Glass participates in Disaster Recovery Institute (DRI) training and is a candidate Certified Business Continuity Planner (CBCP). She has completed coursework in Information Assurance (IA) and continuity planning at the Department of Defense (DoD) Information Resource Management College (IRMC), Fort McNair amongst other pertinent course work.  Ms. Glass is passionate about her challenge of emergency management, working with the people she meets and championing the cause of continuity whenever and wherever she can.

Dean Gallup, MBCP, CHEP

Disaster Recovery Professional

Advantaged Solutions, Inc.

Co-author of NIST SP800-34 Revision 1 Contingency Planning Guide for Federal Information Systems

Dean Gallup, MBCP CHEP, is a well respected Disaster Recovery Professional. He has over 35 years’ experience in in emergency management, disaster recovery and continuity planning, data center operations, governance and security risk management. His clients included the IRS, U.S. House of Representatives, SEC, FDIC, and other federal and DoD agencies, and state agencies including Virginia Tax. He is a co-author of NIST Special Publication (SP) 800-34 Revision 1, Contingency Planning Guide for Federal Information Systems, and regularly speaks on Federal contingency planning. Prior to moving to Virginia, Mr. Gallup was Chief of Technical Services at the NYS Division of Criminal Justice Services, managing a 24/7 data center and overseeing infrastructure implementation for a state-wide automated fingerprint identification system.

 

Mr. Gallup is chair of the DRI International Glossary for Resiliency, and volunteers with the DRI International Veterans Outreach, Healthcare and Resiliency in Education committees. He volunteers as Vice President for the Mid Atlantic Disaster Recovery Association (MADRA).  He is an Advanced Life Support EMT with Spotsylvania (Virginia) Rescue Squad, and was recently awarded the agency’s 2017 Good Role Model award, and was 2015 Member of the Year, continuing his nearly 40 commitment volunteer emergency services.

Elizabeth Voeller, PMP, ABCP

Incident Response, Emergency Management, Cyber Risk Management/Security Consultant

Vice President of the Mid Atlantic Disaster Recovery Association (MADRA

Program Manager,

eGlobalTech (eGT)

 

Elizabeth Voeller is a Program Manager at eGlobalTech where she provides consulting support on cyber risk management, incident response, emergency management, and strategic communications to the Chief Information Security Officer (CISO) at the Department of Health and Human Services (HHS) Office of Information Security.  Prior to that, Ms. Voeller spent 8 years at Booz Allen Hamilton as a Lead Associate supporting Federal business continuity/COOP, critical infrastructure analysis, strategic planning and communications, and emergency management programs. She has facilitated national level exercises and senior leadership meetings for the Department of Homeland Security (DHS), written Congressional briefings for the Federal Emergency Management Agency (FEMA), drafted and rolled out national-level plans for DHS, and developed pandemic response tools and emergency communications curriculum for the Department of Defense (DoD) PACOM and USAFRICOM. She has a Masters degree in International Affairs from American University and an Bachelors degree in Political Science and English from Hamline University in Saint Paul, MN.  Ms. Voeller is currently the Vice President of the Mid Atlantic Disaster Recovery Association ("MADRA", a certified Project Management Professional (PMP), and a DRII-certified Associate Business Continuity Professional (ABCP).

Joe Douglas, ABCP

Continuity Program Manager,

US International Trade Commission

 

Joe Douglas is a recognized expert within continuity operations COOP and emergency planning.   Previously he was the Director of the ICE ITS Continuity of Operations Practice based in Reston, Virginia.  He has planned and executed continuity efforts for DHS, Customs and Border Protection, US Coast Guard and Department of Justice.  He is currently the Continuity Program Manager for the US International Trade Commission. 

 

Prior to this engagement he supported DHS with emergency relocation site planning and led the tactical continuity planning and implementation of CBP’s Continuity Program.  Joe has performed as an exercise controller in Eagle Horizon and National Level Exercises.  He developed the alternate site reception plan for US Coast Guard Commandant Staff and completed the IT Contingency Plan for DOJ’s Consolidated Asset Tracking System.  He was a trusted agent in Forward Challenge 2004 and has been instrumental in the planning, outfitting and accreditation of Sensitive Compartmented Information Facilities (SCIF) within the Continuity Community.

 

Joe previously served as an officer in the United States Coast Guard performing both operational and staff 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.

Kenneth Briscoe

Chief, Readiness Branch

Continuity Division

Department of Homeland Security

 

Kenny Briscoe has over 25 years of professional service; he is a Retired Military Officer with Special Operation and Combat experience, a Manager in Corporate America and is presently the Chief of the Readiness Branch for DHS. His experience is evident in his broad knowledge and expertise in Business Continuity Planning and Emergency Management/Security Operations. Mr. Briscoe was instrumental in supporting numerous large and complex operations that include, Hurricanes Isabelle, Katrina, Andrew, Fran, Marilyn St. Thomas, Floyd, Uphold Democracy Haiti, Restore Hope Somalia, Desert Shield and Desert Storm

 

 

Kenny holds a Masters in Security Management/Emergency Planning, is a DRII Certified Business Continuity Planner, is Six Sigma (Green Belt) certified and a published author. His book is titled “Disaster Management & COOP Handbook”.  Kenny has developed and implemented numerous programs and process improvement procedures within the Federal Government and National Capitol Region for the Office of the Secretary of Defense, Joint Staff, Defense Information Systems and Department of Homeland Security.

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.

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