Peer-to-Peer BCP Roundtable:
Thursday, March 29th, 2007.
Discussion Theme:
Business Continuity Planning: The Progress, the Issues and the Future
Increased natural, man-made or political events &
disasters have pointed out the necessity for, and criticality of,
business continuity planning (BCP). Statistics show that 80% of
organizations without a well-structured recovery plan shut down within
12 months of a fire or flood, and 43% of companies experiencing
disasters never recover.
In light of these realities, regulatory pressures
are increasing to have organizations implement a document and tested BCP.
This is evidenced by the Investment Dealers Association (IDA) that
requires all IDA members to have a documented BCP, implemented and
tested. The objective is to ensure that IDA members’ clients have
access to their assets within a maximum of 48 hours following a major
business disruption.
The proactive discipline of BCP helps organizations
manage risk to their critical systems. This includes shared computer
systems and communications networks ability to continue undisrupted.
The benefits of having a
BCP are well documented. It enhances an organization's image with
employees, shareholders and customers by demonstrating a proactive
attitude. Additional benefits include improvement in overall
organizational efficiency and identifying the relationship of assets and
human and financial resources to critical services and deliverables.
The Peer-to-Peer Roundtable will synthesize a high
level strategic view with operational realities that will allow you to
better understand whether your organization is prepared for the risks
that have been witnessed over the last few years and for new one's such
as a potential pandemic poses to your business? How do you assess the
maturity of your BCP? How do you plan managing a sustained operation
over days and even weeks? Obtaining and maintaining BCP commitment?
What existing and planned methodologies and technologies are being used
or considered to ensure data security and application availability? How
can you ensure data and application access whether disaster knocks in
the form of a fire, flood, system crash and terrorist attack or hacker
intrusion?
Panelists:
The Honourable Perrin Beatty,
President & CEO, Canadian Manufacturers & Exporters: Mr. Beatty was
first elected to the House of Commons in 1979 and was appointed Minister of
State (Treasury Board) which at the time made him the youngest to serve in a
federal cabinet. He held an additional six portfolios in subsequent
Conservative governments, including National revenue in 1984, Solicitor General
in 1985, National Defence in 1986, Health and Welfare in 1989, Communications in
1991, and Secretary of State for External Affairs in 1993. Following the
1993 federal election, Mr. Beatty joined a number of private sector boards and
worked as a consultant in the field of communications. He was an Honorary
Visiting Professor with the Department of Political Science, University of
Western Ontario as well, he wrote a weekly column on government and politics for
a major Canadian newspaper. Mr. Beatty was appointed President and CEO of
the Canadian Broadcasting Corporation in 1995 and assumed his current position
on August 15, 1999. In August 2005, Mr. Beatty was appointed to the
Advisory Council on National Security.
Derek Knights, Senior IT Security
Governance Specialist, IT & Security Goernance, Enterprise Information Security
Enterprise Services, Sun Life Financial: Derek Knights experience began in
airline security proceeding with 20 years in security & property management in
the Toronto Housing Authority. He joined Ontario Hydro in 1998 where he
was involved in security duties, investigations, threat & risk assessments.
Derek's responsibilities in risk assessment at Ontario Power Generation included
business continuity and business resumption as it related to security functions.
In 2005 he joined the IT & Security Governance team of Sun Life Financial.
Here he participated in Sun Life's pandemic planning process with the Business
Continuity team. In his current governance role, Derek provides support to
various business functions that include Business Continuity through security and
governance support. Derek brings to the discussion the ability to speak on
the importance of developing a comprehensive framework to support an
organization's business continuity plan.
Thomas G. Frank, Director, Risk Management
- Technology & Operations, BMO Financial Group: Tom has worked with BMO Financial Group for the
past 27 years in the areas of Operations, Project Management, Business Process
Consulting, Corporate Audit and Risk Management. In his current role as
Director of Bank's Enterprise Business Continuity Management Program, he has
responsibility for Governance, Strategy, Business Continuity Planning, Event
Management and the BCM Centre of Competence. Over the past 3 years in
partnership with the Banking Groups, he has orchestrated the design, development
and implementation of program enhancements with a focus on Mission Critical
Products and Services, enabling improved Enterprise planning, prioritization,
integration, and resilience capabilities. Tom has an undergrad degreefrom
the University of Waterloo, a Masters Certificate in Operational Risk Management
from York University and certifications in Information Systems Audit (CISA) and
Control Self-Assessment (CSA).
Maysar Al-Samadi,
Vice-President, Professional Standards, Investment Dealers Association:
Maysar Al-Samadi is a chartered accountant with 17 years experience in
the regulatory environment at the Toronto Stock Exchange and the IDA.
Prior to joining the Exchange in 1988, Maysar spent 8 years with Merrill
Lynch Canada as the Corporate Audit Manager reporting to Merrill's Head
Office in New York. Prior to
becoming VP of Professional
Standards, Maysar was the VP of Financial Compliance. Maysar has been
responsible for coordinating the development of the business continuity planning
requirement for the investment dealers. He is also involved in
coordinating the Crisis Communication Centre for IDA members. Maysar obtained an
Honors degree in Economics form the University of Manchester and received his CA
designation from the Institute of Chartered Accountants in England and Wales and
later from the Institute of Chartered Accountants of Ontario.
James Waddell, Director, Risk
Management, TSX Group Inc.: James responsibilities include ensuring that
emergency plans for business continuity and crisis management are in place
across the entire organization which includes the Toronto Stock Exchange and the
Venture Exchange.
Having plans in place are but one
element of successful business continuity planning. James must make
certain by way of regularly organized and deliberate testing that facility
security plans withstand contemporary environmental threats. Prior to
joining the TSX in 2003, he held a number of positions in risk management
training and facilitation, internal audit, forensic accounting and public
accounting. James is a Canadian and Scottish Chartered Accountant, a
Certified Internal Auditor, and a Certified Fraud Examiner.
Sharon Walker, Emergency Planning
Manager, City of Vaughan:
Sharon's experience in Emergency Management has included working for the
Region of Peel and the Canadian Red Cross. Her work at the Red Cross
included coordinating its activities for the Kosovo Refugee Humanitarian
Evacuation at CFB Trenton and organizing several responses to localized
emergencies. Sharon is a registered nurse and has worked in progressive
neurological diseases research, geriatric care and infection control.
She holds diplomas in nursing, business administration and certificates in
Management-Labour-Relations, Human Resources Management and Volunteer Resources
Management. Sharon's professional training and background brings to the
discussion a medical perspective to Emergency Management issues.
Ann Wyganowski, CBCP, President, Disaster Recovery Information Exchange (DRIE),
Toronto: Bio Pending.
Who should Attend?:
Industry professionals who wish to hear first hand and engage the leading
decision makers in business continuity planning as to the issues they
face and their solutions to mitigating them.
Registration: $95 per person (+ 6% GST)
Click on picture, fill out contact information and on
the proceeding page click on the button entitled 'Secure Checkout" to register &
pay by credit card online.
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