CONTINGENCY PLANNING, RECORDS RETENTION, EMAIL
MANAGEMENT:
BEST PRACTICES,
|
8:00 – 8:30 |
|
Continental breakfast |
|
8:30 – 8:45 |
|
Welcome
and announcements, Election of Officers |
|
8:45 – 9:45 |
|
Regulatory Compliance and it’s
Effect on the IT Infrastructure
< PDF Presentation > Concentrating
on Business Continuity Planning, a tag team of experts from Forsythe Solutions
will guide you through the thicket of regulation and compliance requirements,
separating fact from fiction and offering practical guidance for the path
ahead. |
|
9:45 – 9:55 |
|
Break |
|
9:55 – 10:55 |
|
Issues with Business Continuity Strategy <
Powerpoint Presentation > Even with plans
in hand, your company can still lack a successful strategy. It’s the vision thing. Jim MacKay, a veteran in the disaster
response and recovery field, will describe the common pitfalls in business
continuity planning and outline some of the industry’s best practices. He will help guide you toward a
bullet-proof recovery strategy |
|
10:55 – 11:55 |
|
Simplifying Data Compliance <
Powerpoint Presentation > Data
retention in the past has been piecemeal,
inefficient and/or difficult to manage. Basing his approach on industry
standard methods, Val Bercovici will discuss the latest in compliance best
practices, including how to automatically incorporate backup and data
recovery into the solution. Val Bercovici, Global
Architect for Compliance and Data Protection, NetApp |
|
12:00– 01:00 |
|
Lunch – Sponsored by NetApp
- Vendor Presentation |
|
1:00 – 2:00 |
|
Managing Up: Keys to a
Successful Program < Powerpoint Presentation > It’s not
enough to know what to do. You also
have to know how to get it done. Greig Fennell has built his career on
getting C-level executive support for business continuation efforts. What does he know that you don’t? Finding out may well take your project to
the next level. Greig Fennell, Director, Corporate Business
Continuation Planning, Sprint |
|
2:00 – 3:00 |
|
Best Practices for Email
Retention <
Powerpoint Presentation > Saving email is no longer optional. But which method is best? John Lindeman will take the guess work out
of the process and demonstrate how to matrix the decision making in order to
arrive at the best method for your company. John
Lindeman, Vice
President of Product Development, SunGard |
|
|
Coping with Real World
Compliance < PDF Presentation > Document retention is a serious issue. This presentation is a good introduction and
overview. Mark outlines the four
document retention modes, the five tenets of effective document retention
policies and the ten best practices in electronic document retention. He includes two useful decision
matrices. The first is a comparison of
the impact on compliance, liability, employee productivity and process versus
the cost of the four retention strategies.
The second outlines the total cost of each of the document retention
modes. Be sure to read the notes in
this PowerPoint. |
Forsythe Solutions will field a tag-team of experts to
tackle the nuts and bolts of regulatory compliance. The team, headed by Evan Tegethoff,
Forsythe’s Principal Consultant for Security Solutions, will demystify
compliance requirements and provide practical guidance separating the must-haves
from the nice-to-haves. Joining Evan Tegethoff
will be Dave Mossinghoff, director of storage solutions and architects, and Mic
Giess, principal consultant.
Principal Consultant for Security Solutions at Forsythe Solutions, Evan Tegethoff has been in the field of information security since 1995. As one of three corporate officers, he started a small business, Tri-Sage in 1995 focused on information security consulting and integration. Over the course of four years, this business grew to over $6 million in annual revenue, with three regional offices. It was acquired by high-profile Chicago-area Managed Security Service Provider, Telenisus. At Tri-Sage and Telenisus he ran various security engineering, training and consulting organizations.
In addition to project and people management, his experience includes network security architecture, security integration management and enterprise security consulting. Specific areas of information security expertise include regulatory compliance (BS7799 / ISO17799, COBIT, HIPAA, GLBA, SARBANES-OXLEY), security program assessment, strong authentication systems, firewall architecture and management, VPNs and intrusion prevention.
Even with plans in hand, your company can still lack a
successful strategy. It’s the vision
thing. Jim MacKay, a veteran in the
disaster response and recovery field, will describe some of the common pitfalls
in business continuity planning and outline some of the industry’s best
practices. He will help guide you as you
move to a bullet-proof recovery strategy.
Jim MacKay is an accomplished professional with more than 19 years of experience in the disaster response and recovery field. Throughout his career, he has had established success in information technology management, consulting practice management, staff development and business continuity.
Jim has expertise in both crafting
technology solutions for a diverse base of business clients and customers, and
sales support and services delivery management. He has cross industry
experience as well, with time spent in the banking, healthcare, financial
services, manufacturing, government, and high tech industries.
In his position as Infrastructure
Services and Business Continuity Product Development Regional Services Manager
for Forsythe Solutions, Jim was responsible for sales, management, and
development of the Western Region professional services practice. He also
assisted with the development of Business Continuity methodologies and was
integral to staff development as the practice evolved from a start up into
maturity, defining itself along the way.
As a Consulting Services Director at
Comdisco, Inc., Jim was a member of the Business Continuity sales organization,
and he built the professional staff, managed the delivery organization, and
delivered services on-time and on-budget. He developed, enhanced, and marketed
consulting products and services, and through his efforts the professional
services organization for the Western Region grew from three to 30 consultants.
There
is increasing pressure from a number of sources (including regulatory bodies)
to retain data of varying forms in a compliant manner. This data may include emails, databases, documents,
bill images, web content, invoices and contracts. In the past, solutions to these issues have
been piecemeal, inefficient and/or difficult to manage. Val Bercovici, NetApp's Global Architect for
Compliance and Data Protection,
will discuss:
Based
in NetApp headquarters in Sunnyvale, California, Val has over 20 years of
experience of data storage solutions. As a NetApp Global Solutions Architect,
Val meets with a wide variety of customers from all over the world around his
area of specialization in storage architecture, compliance and data protection.
Previously,
Val has worked as a consultant with Microsoft, Novell and Cognos and as a
consulting architect for the whole of the Canadian Government. He is a regular and well-respected presenter
at storage seminars and conferences around the globe.
Talking to management about Business Continuation Planning
is like selling life insurance in a singles bar. You really have to show the value-add and the
reason to buy. Everyone knows business
continuation planning is more than a project:
it is a process of changing the company's thinking and decision-making
regarding risk reduction solutions.
Everyone knows that business Continuation must be integrated into how
the Company does business everyday.
So what’s the problem? Frankly, to have a successful
program, it’s not enough to know what to do.
You also have to know how to do it.
Greig Fennell, director of Corporate Business Continuation Planning at
Sprint, will share stories from the trenches and give real-world examples of
how to bridge that gap and take your program to the next level.
Greig Fennell has over 15 years
experience in Business Continuation Planning and 35 years of hands on industry
experience. Greig is currently Director,
Corporate Business Continuation Planning at Sprint in Overland Park, KS. Prior
to Sprint, Greig had his own consulting company for four years, and for nine
years was Director, Business Continuity Planning for Levi Strauss & Co. in
San Francisco, CA where he had international responsibilities for business
continuation planning.
Greig has spoken internationally and
published papers on topics related to business continuation planning. In November 1998, Contingency Planning and
Management magazine recognized his work by putting him on their cover and doing
a feature article on his work at Levi Strauss & Co. Greig received the 1998 BRMA (Business
Recovery Managers Association) Award of Excellence for business continuity
planning in the San Francisco Bay Area.
Greig received his
Today no company has the option to debate whether or not to save
email. Thanks to regulation and
litigation, the only question now is how best to save it. The three major
options are:
Which option
is right for your company? According to
John Lindeman, Vice President of Product Development at SunGard, there are
three critical attributes against which a company should measure one’s email
retention policy. The degree to which a
company implements an archiving solution will determine what approach is best
for them. At this presentation you will
learn how to matrix the decision making process and decide which approach is
right for your organization.
John
Lindeman, Vice President of Product Development at SunGard, is responsible for
leading efforts that match SunGard's Information Management Services to
customer's Information Life Cycle Management requirements. John is a leading industry expert in network
based solutions and has designed and implemented many storage-centric
solutions. He is a frequent speaker at
industry events, active member of
One of the pioneers in the
strategic storage services industry, Mark has successfully built and grown
consulting, education and support organizations from inception to large, worldwide
organizations numerous times. He was one of the industry leaders in applying
lifecycle services approach to storage, and has been a management consultant to
numerous storage vendors. Mark Diamond
is the founder, president and CEO of Contoural, Inc.

Salon A is on the second floor of the Earhart D building, to the right of the elevators.
Let
us know if you are interested in attending. Those who pre-register will be
admitted to the building just by providing their name to the guard. Those who fail to pre-register must call 816 547 6657 for an escort.
Therefore, please RSVP by sending copy of the attached RSVP form to Peg
McMahon at pmcmah01@sprintspectrum.com.
Directions to campus:
From Highway 435, take Nall south to 115th Street. Turn right
onto 115th Street. Go to the first light, Outlook, and turn left. Enter the Campus. Turn left on to Sprint Parkway. The parking
lots are immediately on the left: lot E first, D next and then C. Generally it is easiest to
park in lot D.