Kansas City Computer Measurement Group

CONTINGENCY PLANNING, RECORDS RETENTION, EMAIL MANAGEMENT:
BEST PRACTICES,
NEW TECHNOLOGIES & THE IMPACT OF COMPLIANCE MANDATES

APRIL 5, 2005

Sprint Campus, Earhart D, 6050 Sprint Parkway, Salon A

 

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.

Evan Tegethoff, Principal Consultant, Forsythe Solutions

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

Jim MacKay, Veritas

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

 


Bonus Presentation

 

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.

Mark Diamond, Founder and CEO, Contoural

 

 

 

Regulatory Compliance and it's Effect on the IT Infrastructure:
Focusing on
BCP/DR and relevant regulations

 

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.

 

Evan Tegethoff

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.

 

Issues with Business Continuity Strategy

 

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

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.

 

Simplifying Data Compliance

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:

  • the latest in compliance best practice
  • how to automatically incorporate backup and disaster recovery into the solution
  • how to approach archiving using industry standard methods

 

Val Bercovici

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.

 

Managing Up:  Keys to a Successful Program

 

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

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 FBCI certification from the BCI in 2000.

 

Best Practices for Email Retention

 

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:

  • Backing up to tape
  • Building your own archive
  • Using a third party

 

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, SunGard

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 EMC's Customer Advisory Board, and SNIA's Information Management Forum. 


 

 

Mark Diamond

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.

 

 


6050 Building Earhart D

 

Sprint Campus, Earhart D, 6050 Sprint Parkway, Salon A

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.