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CUNA Disaster Recovery & Preparedness Conference

October 3–6, 2010
Denver, CO

Cost: $995

CUNA Council members receive a $100 discount.

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About This Event

The world of business continuity and disaster preparedness is constantly evolving. Are you prepared? Recent natural disasters, accidents, and attacks have directly disrupted business operations and shown that an organization's resilience to a disaster and ability to resume business is directly related to it's preparedness to respond to unforeseen events. Having a definitive response plan is essential to remain viable, and required by the NCUA.

The NCUA recommends that a disaster preparedness program should address the following five elements:

  • A business impact analysis to evaluate potential threats
  • A risk assessment to determine critical systems and necessary resources
  • A written plan addressing:
    • Persons with authority to enact the plan
    • Preservation and ability to restore vital records
    • A method for restoring vital member services through identification of alternate operating locations to provide services
    • Communication methods for employees and members
    • Notification of regulators
    • Training and documentation of training to ensure all employees and volunteer officials are aware of procedures to follow
    • Testing procedures
  • Internal controls for reviewing the plan annually and for revising the plan as circumstances warrant
  • Annual testing

The need for effective business continuity planning is well-understood by business and security leaders. Join us October 3 — 6 to learn what has changed in 2010 and discover how your credit union can develop and maintain a sound disaster recovery and business continuity plan.

Conference highlights:

  • Take part in a disaster recovery simulation and rebuild a credit union's operations, then learn how to apply what you've learned at your credit union
  • Customize your conference experience- choose which breakout sessions you wish to attend
  • Join us for the small credit union breakout session to discuss how a specific small credit union developed its successful disaster recovery program

Through this conference, you will:

  • Get a hands-on look at the effectiveness of business continuity plans as you take part in a mock disaster
  • Learn how to mitigate your potential disaster risk
  • Understand the basic ground rules for working with the media following a disastrous event
  • Learn how insurance can aid or wreck your business recovery plans
  • Hear from four of your credit union peers as they discuss their experience with server virtualization
  • Review the requirements for a Business Impact Analysis (BIA)
  • Discuss how to leverage your existing risk assessment, how to assemble your BIA team, and tips for documenting your efforts
  • Learn how to define strategies, plans, resources, and discuss how to develop a workable approach to meeting your credit union's technology recovery needs

This event is in conjunction with the CUNA Technology Council.


Location Information

CUNA Disaster Recovery & Preparedness Conference: October 3–6, 2010


GRAND HYATT DENVER
1750 Welton St
Denver, CO 80202-3940
Phone: (303) 295-1234
Reservations: (800) 233-1234
Fax: (303) 292-2472
Room rates: $169 per night for single/double occupancy*

Hotel Reservation Deadline: September 13, 2010
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference "CUNA" or "Credit Union National Association."
Airline Information


Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.

Preview the schedule

Preview the schedule

Topics & Objectives

Business Impact Analysis (BIA)

  • Learn the BIA requirements
  • Hear how to leverage your existing risk assessment
  • Learn valuable tips for documenting your efforts

Business Continuity Insurance Considerations

  • Learn what to do after building a business continuity plan
  • Discuss how much is enough coverage
  • Hear about the costs that could be incurred during a recovery

IT Track: Two Hits & a Near Miss (Breakout Session)

  • Review the detail analysis for two real-world disaster events
  • Discover what went right and what went wrong
  • Evaluate a current major threat and response

Cleaning Up After a Disaster (Breakout Session)

  • Learn what should be included in your clean-up efforts
  • Discuss the importance of accountability
  • Hear the who, what, when, and where
  • Discuss the importance of having this part of your disaster recovery planning process

IT Track: Effective Documentation Equals Effective Recovery (Breakout Session)

  • Explore language and information capture
  • Starting the conversation – interconnectivity requires a baseline
  • Consider all factors – upstream and downstream processes

Managing the Trauma & Media Scrutiny (Breakout Session)

  • Understand basic ground rules for working with the media
  • Learn what to say and how to say it
  • Discuss the steps to take in advance to prepare for working with the media
  • Identify the trauma that can affect your employees and how to help them recover

Disasters & the American Red Cross

  • Hear from a representative of the Denver chapter of the American Red Cross on their efforts during a disaster

Computing in the Clouds - What Should You Know?

  • Hear about cloud computing
  • Learn the risks and the questions you should ask
  • Discuss considerations for existing vendor contracts

IT Track: Server Virtualization in the Credit Union Environment Panel (Breakout Session)

  • Learn why the panel chose to implement virtualization at their credit union
  • Discover what went well and what they would have done differently
  • Hear the benefits gained from virtualization

Disaster Planning & Small Credit Unions (Breakout Session)

  • Learn how to develop a disaster recovery policy
  • Learn how to do your risk assessment
  • Discuss ways to evaluate and modify your plan
  • Hear real disaster stories

IT Track: Effective IT Disaster Recovery & Redundancy Solutions

  • Learn how to reduce your recovery time window
  • Explore real-time failover solutions
  • Discover ways to improve your IT recovery process

Management Buy In to Business Continuity (Breakout Session)

  • Learn how to get upper management buy-in for your business continuity plan
  • Hear how to ensure your management team understands the importance of your business continuity plan

Disaster Recovery Effort Simulation

  • Take part in a tactical exercise, become part of the recovery team and work with your peers to solve difficult business continuity plan challenges

Session Debrief

  • Discuss what you have learned throughout the week and how you can take action at your credit union

Who Should Attend

This training is beneficial for security officers, managers, internal auditors, and volunteers who wish to ensure the safety, soundness, and survival of their credit unions.

Affiliation with CUNA/League is required for attendance.

CPE Credits

CPE Credits

What past attendees say

"This class provided a well-balanced and organized cross section of information. The course also provided information needed to understand disaster recovery and develop a thought process to effectively begin the planning process."

"The conference gave me a lot of great information to use in our business continuity plan in addition to topics/issues I hadn't even considered."

"What a great conference!!! The information given to me was beyond what I expected. I didn't realize how excited I would be to rewrite my credit union's plan. The networking was beneficial; it has given me new contacts, great resources, and additional avenues to explore. Tremendous speakers!!! Thanks CUNA!"

"I received a clearer understanding of the overall plan needed for business continuation. Insurance, shared resources, employee safety, communication with employees and members."

"Excellent resources and weblinks. Worth the price paid just with all the slides. Topics addressed helped me think about business continuity plans in ways and areas I hadn't previously thought of. This information will help me prepare my credit union, myself, and my family when disaster(s) strike."

"While we have had a plan in place for several years, this was a good refresher. I got quite a bit out of the pandemic presentations."

"I realized the necessity to develop multiple plans and to think of emergencies, disasters, and facility problems differently. There is no one plan that will fit every situation. I will also take the pandemic situation more seriously and share what I have learned with members, staff, and family."

"We thought we were prepared sufficiently. We'd even had a few mock tests. This program helped to shed light on additional areas of consideration we had never covered. The ideas brought back from this conference will definitely help improve our recovery capabilities."

"I got the necessary push to update my disaster plan. That is something that is very easily put on the back burner to work on more immediate issues - but after all the information presented it's easy to see that "failing to plan is planning to fail"."

Instructors

Lee Milligan

Lee has more than 48 years in business, with a major focus on technology, information security, and business continuity/recovery. Lee is presently employed as senior project leader for Strohl Systems, and has served as director, business continuity planning for Gap, Inc., director of emergency contingency planning and information security for Chas. Schwab, and in the technology field for Apple Computer, Bank of America, and State Farm Insurance.

Lee served as chairman of the Strohl User Group Advisory Board, and became active in Red Cross as chairman of the Northern California Disaster Preparedness Network, a structure supporting more than 620 community based organizations. The Network was founded after the 1989 Loma Prieta earthquake, to improve preparedness for all citizens in the area, including handicapped, non-English speaking, and disenfranchised populations. Lee has always been involved with user groups and organizations in various leadership capacities.


Paul Sullivan

Paul serves as vice pesident and general manager for Agility Recovery Solutions. In this role, Paul provides strategic direction; channels partner management, service delivery, mobile operations and market management in the U.S. and Canada. Paul has 25 years of extensive product management, marketing and sales support experience in the IT services industry. A visionary leader who has initiated business turnarounds from a commodity to services based model and developed and enhanced product partnerships. Prior to joining Agility, Paul was with IBM for two years as general manager of business resilience and continuity services in Canada. Prior to IBM, Paul spent 13 years with Comdisco Continuity Services with the last 4 years based out of Chicago as SVP of product development, sales support and marketing.


David Reed

Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.

David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.


Ron Canham

Ron is president of The Canham Group. He presents an enthusiastic and practical approach to topics such as leadership, customer service and change management. He has worked for more than 25 years as an educator, manager and small business owner in government, health care, manufacturing, sales and higher education. Ron's accomplishments include the development of the nationally award winning organizational training programs and being named Instructor of the Year at the University of Phoenix. His varied background has prepared him for client audiences that include Blockbuster Video, Make-A-Wish Foundation, Dial Corporation, Xerox and American Express.


Debbie Peters

Debbie has been CEO of Incol Credit Union since May 1994. Debbie started her credit union career in 1974 when she performed supervisory committee audits for area credit unions. From 1978 to 1981 Deborah was CEO of White Haven Center Employees Federal Credit Union as well as Retreat Employees FCU. Prior to becoming CEO, Debbie was assistant manager of Incol Credit Union for three years. Debbie has served on the membership committee of NASCUS and currently serves as a member of the NASCUS education committee. Since 1999 Debbie has served as the Pennsylvania state liaison for NASCUS. She is also a director on the board of the Wyoming Valley Chapter of Credit Unions.
Debbie keeps current with regulatory and compliance issues affecting her credit union through seminars, webinars, and conferences offered by PCUA, NASCUS, CUNA, and various other credit union affiliates.


Thomas Shirk, CISM

Thomas is a senior technology professional with over 20 years of experience in the IT field. He has served as a chief information officer, certified information security manager, and has performed IT project management and business continuity consulting for many clients including the US Government and The Boeing Company. Thomas is currently a business continuity analyst with Boeing Employee Credit Union, an 8 billion dollar institution.


Mat McBride

Mat is a business continuity professional with over a decade of experience leading disaster recovery, crisis management, and life safety teams. Specializing in emergency management, event preparedness, and plan development, Mat also creates and conducts training exercises for the teams he supports as a Business Continuity Program Analyst at Boeing Employees Credit Union (BECU).


Richard Borden

Richard has been with Heritage Credit Union since 1998, presently as information technology director. As such he heads up server, desktop, application, network, and security initiatives, oversees help desk operations and project management, matching business and end-user needs with efficient technology solutions.

With a background in sales and telecommunications, Richard entered the IT field working with financial institutions and professional companies' networking and application needs. After shifting to a specialization in hospitality and point of sale technology he moved back into financial services by joining a credit union IT shop, advancing into management and presently serving as IT director at Heritage Credit Union in Madison, Wisconsin with about 100 internal customers in eight locations.

Often known as "rk", Richard sits on the SMUG (Symitar Midwest Users' Group) committee to help bring common users of the core system together and stays active in various regional and local credit union and technology forums.


Jeff Arnts

Jeff is the IT manager at AltaOne Federal Credit Union. AltaOne is 530 million in assets and has 11 physical locations. The credit union has been a virtualized environment for 2 years on VMWare ESX. Currently they have approximately 65 servers virtualized with the project 90% complete.

Jeff has been at AltaOne for more than two years coming from IT at a Navy Base. AltaOne’s IT shop has six people, including Jeff, for over 60 servers and 200 desktops and thin clients.

Jeff has been part of the virtualization effort since he began working at AltaOne. Virtualization was done in house cooperatively with a vendor they have a strategic partnership with: Western NRG. They have virtualized database servers, e-mail, domain controllers, and their entire DMZ presence. They have an additional development environment that has the same architecture as the production, but a smaller scale version. They use HP blade systems (C-class) for server hardware and SANs from HP Lefthand.


Bill Podborny

Bill is the director of information security at Alliant Credit Union, overseeing corporate data security, computer incident response, and corporate business continuity efforts. He has a wide background in the IT and Information Security industry with over 17 years experience. Bill is responsible for architecting a new network and security program for Alliant, which in recent regulatory exams, received a “World Class” status for the Gramm-Leah-Bliley Act (GLBA) compliance.

Bill holds several industry certifications, including the Certified Information Security Manager (CISM) for the Information Systems Audit and Control Association (ISACA).


Cancellations

The last day for cancellations was July 25, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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