2017 Pre- and Post-Conference Sessions


PRE1 – Project Management Basics for Preparedness Planners

Sunday, April 23, 2017, 8:30 a.m. to 12:00 p.m. (half-day course)

You have a LOT of work on your plate; do you know how to maximize your efforts? Meeting with leaders, scheduling planning sessions, scripting exercises. Updating plans, tracking due dates, and running reports. Communicating with participants, managing risks, reporting progress. How do you manage it all?!? 

In this session, Dr. Lindstedt will teach you the basics of project management. Using a combination of lecture, examples, and exercises, this engaging and fast-paced session will get you up to speed quickly, and send you back to your desk with a virtual armload of tools.

Session outline:

  • What is a project? A project manager?
  • What is the basic terminology of project management?
  • What are the phases of a project? Plan/manage/close a project?

Registration Fee: $350

Presented by: David Lindstedt, PhD, PMP, CBCP


PRE2 – Measures and Metrics for Preparedness: A Hands-On Workshop

Sunday, April 23, 2017, 1:30 p.m. to 4:00 p.m. (half-day course)

Infographics, big-data, dashboards, key performance indicators (KPIs), decision-based data, capability metrics, everyone wants measures and metrics, and preparedness planning has been very slow to provide it. We can count numbers of plans, but we can’t provide meaningful metrics.

Attend this fast-paced and engaging session (really!) on measuring recoverability capabilities.  Dr. Lindstedt will outline an integrated model for preparedness planning that allows all aspects to be captured for metrics. You will learn a method for measuring preparedness and scoring confidence. You will get the hands-on opportunity to practice “EZ” scoring for both BCP and IT DR (or general preparedness as you wish). In addition, you will get the chance to network closely with those in your field as you work to contemplate and address case studies.

NOTE: Participants will be given 90 days of FREE access to an online preparedness capability metrics tool, unlimited online access to the Prezi presentations, and an attendee-only copy of all discussion notes. 

Registration Fee: $350

Presented by: David Lindstedt, PhD, PMP, CBCP


PRE4 – Learn To Create A Table Top Exercise – An Exercise in Business Continuity/COOP Preparedness!

Sunday, April 23, 2017, 1:30 p.m. to 5:00 p.m. (half-day course)

In this class presented by KETCHConsulting, you will be given four different Table Top scenarios, including the injects, and will learn how to:

  • Create a situation, scenario and injects for your audience, your business, your location and your BCP maturity.
  • Identify operations, decisions and policies that impact the ability of a business unit to execute
  • End the exercise with conclusions and discussions that will change, emphasize, and otherwise affect your business continuity/COOP plan.
  • Conclude with an “after action” report that will lead to effective modifications and improvements to the plans being exercised.

Participants will be given the complete set of injects for four different Tabletops.

Registration Fee: $350

Presented by: Ted Brown, President and CEO, KETCHConsulting



POS1 – BCI Good Practice Guidelines Training Course (CBCI)

Wednesday, April 26, 2017, 3:30 p.m. to 5:30 p.m.;
Thursday and Friday, April 27-28, 2017, 8:30 p.m. to 5:00 p.m.; and
Saturday, April 29, 2017, 8:30 a.m. to 12:00 p.m.
(three-plus day course)

This classroom-based course is aimed at individuals who prefer learning in an interactive environment, led by an experienced business continuity professional. The beginner benefits from a solid description of the methodologies that enable an organization to develop; implement and maintain an effective Business Continuity Management (BCM) program, whilst the experienced professional gains an in-depth look at the Good Practice Guidelines (GPG). This course is excellent preparation for the BCI Certificate Examination that leads to the post-nominal designation CBCI, a recognized industry credential and the launching pad for Statutory membership of the BCI. It is also the perfect choice for business continuity professionals already working in the field who are looking to complement their experience thorough some formal training on business continuity (BC). The course provides an in-depth study of the Business Continuity Management (BCM) Lifecycle. The subject matter addresses the six BCI Professional Practices as defined in the GPG, including Technical and Management Practices, taking the candidate through each stage of the BCM Lifecycle step by step. Using case studies and examples based on real-life experience, the instructor provides practical insights into all aspects pertaining to the development, implementation and management of a BC program within an organization.

Registration Fee: $2,156

Presented by: Kathleen Lucey

Kathleen Lucey, FBCI, is a Fellow of the Business Continuity Institute and brings extensive consulting experience. She has been involved in a wide range of government and private sector missions in the areas of information security, fault tolerance in large complex systems, risk analysis, business continuity/disaster recovery, and emergency management. Her consulting projects in the business continuity arena span many subject areas in a wide range of industries: financial and brokerage, credit card operations, insurance, healthcare, pharmaceutical and chemical, legal, and environmental management.

POS2 – BCI Business Impact Analysis (BIA) Masterclass

Thursday, April 27, 2017, 8:30 a.m. to 5:00 p.m.

This course is designed to provide participants with one day focused entirely on how a BIA is carried out in an organization.

  • Combines a presentation on the theory and current good practice on doing a BIA with a real-life application of this theory.
  • Delivered by an expert instructor to share hints, tips and lessons learned on the BIA process.
  • Have the opportunity to take part in a facilitated practical session to carry out a BIA using a case study with example questionnaires and templates to take away.
  • For those BC professionals who are responsible for carrying out a BIA at a Strategic, Tactical or Operational level within their organizations, and for those who require a better understanding of this essential part of the BCM Lifecycle.

Registration Fee: $595

Presented by: Ted Brown, President and CEO, KETCHConsulting


POS3 – BCM 4000: ISO 22301 Assessor

Thursday, April 27, 2017, 8:00 a.m. to 4:30 p.m., and, Friday, April 28, 2017, 8:30 a.m. to 12:00 p.m. (two-day course)

Learn how to align your BCM program to the requirements of ISO 22301. Gain an understanding of the key practices of a Business Continuity Management System for organizations of all sizes and the essential elements of ISO 22301 and 22313. 

The focus of BCM 4000 is on the requirements of ISO 22301 and how these requirements are implemented in a Business Continuity Management System. Using the ISO 22301 Maturity Model as a tool for measuring alignment to ISO 22301, attendees receive a FREE electronic copy of the self-assessment tool as part of the course fee. Completion of the course includes a certificate as an ISO 22301 Assessor.

  • Wondering how your BCM program aligns to ISO 22301?
  • Looking for a way to measure your current capabilities?
  • Need to identify gaps for program improvement?
  • Not ready for a formal third-party certification but ready to self-declare conformity to ISO 22301?
  • Looking for a consulting tool to meet client needs?

Registration Fee: $995

Presented by: ICOR

For more information regarding this course contact ICOR at: education@theicor.org or at 866-765-8321 or 630-705-0910.