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 2009 Seminars

Disaster Recovery

August 18, 2009
Boston, MA
8:30 a.m. – 4:30 p.m. Local Time
Tuition: $375
 
SEMINAR OVERVIEW

Through this seminar you will explore strategies, plans, and resources to make your disaster recovery plan the best it can be. You will explore effective communication strategies in managing disasters and how to prepare your manager for effective responses.

This seminar is part of the CUNA Disaster Preparedness & Recovery Conference. Click here for additional seminars on this topic.



TOPICS & OBJECTIVES

NCUA: What the Examiners Will be Looking For

  • Learn what the examiners are looking for in your plan
  • Hear why the NCUA feels succession planning and vendor management are critical

Disaster Recovery in 2009 – What’s Changed?

  • Explore how to approach defining strategies, plans, and resources
  • Develop a workable approach to meeting technology recovery needs regardless of your credit union’s size

IT Track: Will Your Backup System be the Cause of a Disaster?

  • Discuss the various problems with traditional backup systems
  • Learn about remote data backup and recovery systems

Happily Ever After" How to Have an Effective Merger & Avoid Disaster

  • Hear how to meld cultures
  • Learn the importance of aligning products and services
  • Discuss integrating systems and business processes

IT Track: Setting Up an IT Disaster Recovery Site

  • Explore the selection process for a recovery site
  • Identify technologies used for the recovery process
  • Discover lessons learned from setting up the site
  • Learn about testing and the results of testing

Personnel Preparation & Recovery – Use Your EAP Effectively

  • Prepare managers for effective response
  • Learn how to handle stress during a disaster
  • Explore effective communication strategies in managing disasters

Affiliation with CUNA/League is required for attendance.
LOCATION
WESTIN COPLEY PLACE
10 Huntington Ave
Boston, MA 02116-5707
Phone: (617) 262-9600
Fax: (617) 424-7483
Room rates: $249 per night for single/double occupancy*
Hotel Reservation Deadline: July 24, 2009
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.

 
INSTRUCTORS
Lee Milligan
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.

Kevin Prince
Kevin Prince, chief security officer for Perimeter eSecurity, has helped hundreds of financial institutions understand the threats to Internet security. He leads training on firewall security, remote access, virtual private networks, and intrusion detection and prevention systems. Previously, Kevin was CEO of Red Cliff Solutions, a leading provider of managed security services to credit unions that was acquired by Perimeter eSecurity in 2006.

David Sprague
David, president/CEO of Hanscom Federal Credit Union, has over 30 years of experience in financial services.

David began his credit union career as a senior vice president for Rockland Federal Credit Union. As part of a new management team, he developed and implemented a new strategic plan that focused on improving financial performance. Through his efforts, NCUA released the credit union from receivership and today RFCU is a healthy member of the credit union movement.

David joined Hanscom FCU in 1996 as president and CEO. Under his leadership, the credit union quadrupled its assets, currently at $660 million, and doubled membership to 43,000. He has successfully completed four mergers and oversaw the opening of the credit union’s first retail-oriented branches.


Ron Broaddus
Ron is the chief information officer at Potlach No. 1 Federal Credit Union. He has a BS in Computer Science from the National University and a graduate of the Information Technology Leadership Program at Santa Clara University.

Ron is also an active member of numerous professional organizations such as CUNA Technology Council, the Computer Security Institute and CUES.


Barry Beder
Barry is vice president, corporate health & productivity, for Health Resources.

Barry received his masters degree from the University of Michigan in 1975. For 27 years he has been an innovator and leader in the design and implementation of award winning corporate trainings and behavioral health programs. He has consulted for more than 200 corporations, hospitals and HMOs and has presented on-site training programs to more than 200,000 employees. Clients have included the New England Journal of Medicine, Fleet Bank, Weyerhaeuser, Blue Cross & Blue Shield, Verizon, UAW-Ford Motor Company, and the U. S. Department of Labor.

Barry’s customized corporate training programs have helped organizations handle pressure, stress, change, and improve leadership skills.


John Bilodeau, CPA, CFE
John currently works as a program officer for the National Credit Union Administration’s Office of Examination and Insurance. The Office of E&I is responsible for establishing and providing national examination guidance for ensuring the safe and sound operation of federally insured credit unions.

John has a bachelor’s degree in accountancy from Bentley College, located in Waltham, Massachusetts. He is a Certified Public Accountant and a Certified Fraud Examiner. His 16 year tenure with NCUA includes working in various positions, including several years as a problem case officer. His experience also includes working as the controller for a mid-size, full-service credit union.


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

CANCELLATIONS
The last day for cancellations was August 16, 2009. 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.
AIRLINE INFORMATION
United Airlines is the "Official Airline" for the programs. To make reservations, visit www.united.com or call United's Specialized Meetings Reservation Center at (800) 521-4041. Please reference ID# 553SF.


100% Guarantee
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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