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December 6, 2017 Full Day Conference

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December 6, 2017 Full Day Conference
The State of Cybersecurity in 2017

...Your data isn't safe...
...Have you planned for that?

The Contingency Planning Exchange
Full Day Conference
December 6, 2017

The State of Cybersecurity in 2017

American Red Cross
520 West 49th Street
New York, NY 10019
8:00AM - 5:00PM

Cyber-attacks have become the new normal in corporate America. Countless firms have been attacked, and the list just keeps growing. Contingency planners, crisis managers, security managers all need to be equipped to handle a cyber-attack. Our full-day "mini-conference" will give you a leg up, with all the latest information on where the threats are, how to plan for them, and how to exercise your plan. You'll hear from preeminent speakers and subject-matter experts in the field. Breakout sessions will help you gain specific knowledge and skills in a more intimate, classroom-type setting.

FREE for CPE Members
$295 for Non Members or Join Now


Plus...Get Certified!

In partnership with DRI International, the CPE is conducting a discounted DRI certification course, hosted at the American Red Cross Greater New York. The course will be held in advance of our December full-day conference.

There isn't going to be a better chance to pursue your DRI certification than this one!

The course - Business Continuity Review (BCP 501) - is intended for those who are experienced in disaster recovery or contingency planning. Major topic areas identify most parts of a contingency or recovery plan, and also address areas included in the examination you must take in order to become a CBCP.

If you aren't already a CPE member, there's another great reason to take this course - you'll receive a full-year membership to the CPE free of charge. If you know someone who wants to take this course AND get a free CPE membership, please pass this along!

Who Should Attend
This course is designed for individuals who are involved in or manage disaster recovery or business continuity planning functions and who wish to sit for DRI's Qualifying Exam, the first step toward earning a CBCP. In addition, this seminar benefits contingency planners, disaster recovery coordinators and planners, operations managers, communications managers, and disaster recovery planning and recovery team members. Please contact DRI directly and ask for Traci O'Neal or Meredith Rogan at 866.542.3744 for the 10% discount code available to all CPE members. Click here for Course Description and Registration.

Please contact DRI directly and ask for Traci O'Neal or Meredith Rogan at 866.542.3744 for the 10% discount code available to all CPE members.

Click here for Course Description and Registration



8:00AM - 8:45AM
Registration, Networking, Vendor Displays
- A light breakfast will be served



8:45AM - 9:00AM
Josh Lockwood
- CEO, Greater New York Region, American Red Cross
Opening and Welcome Remarks.

Join the American Red Cross for the opening of the day's program.  

Josh Lockwood started with the American Red Cross in May 2012 overseeing Red Cross services in the Greater New York Region: New York City, Long Island, the Lower Hudson Valley, Westchester County, and Greenwich, Conn. With more than 13 million residents and averaging 2,500 local disasters each year, it is the busiest region in the Red Cross. Under Josh’s leadership, he and the Red Cross in Greater New York have been honored by more than 12 local community groups for our Superstorm Sandy response and recovery work, volunteer satisfaction has surged, youth engagement has more than doubled, and philanthropic support has grown to its highest-ever levels.

Lockwood comes from a six-year tenure at Habitat for Humanity – NYC, where the nonprofit transformed its real estate development model and exponentially increased home production, This included construction of the largest Habitat for Humanity multifamily buildings ever constructed in North America. In Josh’s tenure, Habitat-NYC was recognized by the New York Times Non‐Profit Excellence Awards, the US Green Building Council, Avenue Magazine, the New York State Association for Affordable Housing, and Affordable Housing Finance Magazine. Lockwood was also named by Crain’s New York as one of its “40 Under 40” rising stars.

Prior to joining Habitat-NYC, Lockwood was a Principal at the management consulting firm of HR&A Advisors. He has received a bachelor’s degree from Wesleyan University and a master’s Degree from the School of International and Public Affairs at Columbia University, where he was twice elected to lead the student body’s philanthropic initiatives.



9:00AM - 9:30AM
Kelsey Rose
- Director of Global Operations, DRI International
Where do we go from here? Moving forward in uncertain times.

The past few months have been very busy for resilience professionals. It seems that every day brings a new cyber incident, natural disaster, or political threat. In this session, we will discuss recent developments from DRI and how their tools and resources can help resilience professionals manage an increasingly uncertain world.  

Kelsey Rose joined the DRI global operations team in 2013. As Director of Global Operations, she manages the activities of DRI and its partners outside of the United States in addition to providing internal project management for the organization. Prior to beginning this role, she provided operational and marketing support for the international network of partners and certified professionals in her capacity as Senior Global Marketing Strategist. She also implemented Thrive (now a part of Drive), DRI’s regional blogs, and worked together with leadership to help improve the website user experience for those outside of the United States. Kelsey serves as a liaison for DRI’s Young Leaders in Resilience committee.

Kelsey has a Bachelor of Arts degree from New York University in Global Liberal Studies and a Master of Sciences from the London School of Economics in Economy, Risk, and Society.



9:30AM - 10:15AM
Dario J. Diaz, Jr.
- Regional Disaster Officer, Emergency Services, American Red Cross in Greater New York
Ed Torraca - Deputy Regional Disaster Officer, American Red Cross in Greater New York
Hurricane Season Review

Session Description Coming Soon.  

Dario J. Diaz, Jr.
Dario J. Diaz Jr. studied Psychology, Mental Health and Criminal Justice, Law enforcement at New Jersey City University. He has been involved with the American Red Cross since 1996, where he has filled different roles within the Health and Safety, Disaster Services, and International Services Department.

In the last 11 years Dario has worked in over 5000 disaster within the Greater New York Region, with primary coverage of New York City. He has also worked in multiple national and international disasters; including the Earthquake in Haiti, “Superstorm” Sandy, Hurricane Katrina in the US. Most recently he served in Puerto Rico and the Virgin Island for the Hurricane Irma and Maria response. As an international delegate for the American Red Cross, Dario has also worked in conjunction with the Dominican Red Cross, Mexican Red Cross, British Red Cross, and others in capacity building and Disaster Relief Operations.

Most recently Dario is the Regional Disaster Officer for the American Red Cross in Greater New York; where he is responsible for the Disaster Cycle Services department for the Region.

Ed Torraca
Ed has been serving the Greater New York Region of the American Red Cross for nearly four years first as the Brooklyn Disaster Program Manager and currently as the Deputy Regional Disaster Officer. Previously, he served on US Army active duty as a communications, logistics, and most recently, a civil affairs officer assigned to posts in the Middle East, Southeast Asia, and Europe. Ed's effort to support international humanitarian activities has been most recently enriched by a year-long tour to Somalia where he partnered with organizations to secure the population and introduce development programs.

Ed has a BA in Communications from the University of Massachusetts, Amherst and an MPA from Long Island University, Brooklyn.

Ed is a Lieutenant Colonel in the US Army Reserve currently serving as a Public Administration Officer assigned to the 353d Civil Affairs Command, Fort Wadsworth, Staten Island. He is also Vice President of the Italian Children's Mission, a charitable organization providing support for after-school and summer care centers in Italy that offer health, welfare, and enrichment programs for marginalized children.



10:15AM - 11:00AM
Tom Wagner
- Managing Director, Financial Services and Operations, SIFMA
Quantum Dawn Lessons Learned

For many years, the financial services sector has been a leader in conducting large, industry-wide exercises to demonstrate its resiliency. With the threat (and reality) of cyberattacks ever in mind, the industry took the step to design and execute the sector-wide cyber-attack exercise called Quantum Dawn. This year marks the fourth iteration of the exercise, which is promoted by the U.S. Treasury and facilitated by the Securities Industry and Financial Markets Association (SIFMA).

Tom Wagner, SIFMA’s Managing Director will review the Quantum Dawn IV exercise to give members insight into how large-scale cyber exercises work and what they can reveal.

Tom is a recognized expert and innovative thought leader in the Cyber and Business Continuity Management space with over 25 years’ experience as a management consultant and technology executive. During his career, Tom led cyber and bcp initiatives for global securities firms, banks, hedge funds, asset managers, clearing corporations, custodians and exchanges in over 25 countries around the world.

Tom serves as Vice Chair of the Financial Services Sector Coordinating Council (FSSCC), is a member of the Executive Advisory Council for the FS-ISAC Business Resiliency Committee and serves on the Advisory Board for BC Management, Inc., the world’s leading business continuity benchmarking firm.

At SIFMA, Tom is responsible for cyber and bcp programs and drives global policy and advocacy initiatives for regulatory harmonization, penetration testing, crisis management and industry exercise programs such as Quantum Dawn. Tom manages several Board-level and strategic cyber and bcp Committees involving over 1000+ SIFMA Members. Tom was recently quoted in the WSJ and American Banker around the Sheltered Harbor initiative where he is an advisor to the program.

Prior to SIFMA, Tom developed and led Citi’s Internal Audit Global Center of Excellence for business continuity planning, was Head of BCP and Interim CISO for the BATS/Direct Edge Stock Exchanges and a Managing Vice President (MVP) at Gartner where he led their global enterprise risk consulting practice comprising business continuity, regulatory compliance and information security.

Prior to Gartner, Tom was a management consultant with Booz Allen Hamilton. While at Booz Allen, Tom consulted to the President’s Commission for Critical Infrastructure Protection (PCCIP), the White House Critical Infrastructure Assurance Office (CIAO / Homeland Security) and Intelligence Communities where he helped develop strategies to protect the financial services industry from physical and cyber terrorism.

Tom began his career at AT&T Bell Laboratories as an assembly language programmer, designing and building distributed computing technologies and connectivity algorithms.

Tom has a Masters Degree in Computer Science from New York University and a Bachelor of Science degree in Math and Computer Science from Brooklyn College.



11:00AM - 11:15AM
Break, Networking, Vendor Displays
- Visit our Vendors and see the exciting products and services that they have to offer.



11:15AM - 11:30AM
Vincent Ebbitts
- Account Executive, Zerto
Zerto Virtual Replication - Enterprise Resilience for Evolving IT

Tired of the big spend on DR, maintaining multiple data centers filled with equipment that’s barely ever used, the complexity, the lengthy DR tests, the large Run Books, the compliance documentation, the thankless DR tasks??? Discover how Zerto makes Disaster Recovery Simple, Easy, Cost-Effective - even Fun!  

Vinny Ebbitts has over 30 years in IT hardware, software & services sales. He began hiscareer with NCR in the 80’s (when NCR was a manufacturer of computer systems & peripherals) and specialized in desktop displays (terminals, workstations, ultimately Thin Clients). Vinny entered into the Enterprise software space in the late 90’s with relational database software maker, INFORMIX SOFTWARE, ultimately acquired by IBM, and worked as a Data Management Sales Specialist on the IBM DB2 Wall Street team. After IBM, he joined CAPTIVA SOFTWARE, a maker of document scanning & imaging software, acquired by EMC, where I was part of their Enterprise Content Management team.

Vinny Took a “hiatus” from IT, re-trained and joined MET LIFE as a Financial Advisor, offering sales of Life & Health Insurance, Annuities, IRA’s, Retirement Planning, Disability, Long Term Care, Wealth Management to individuals and businesses across the Metro area.

Vinny re-entered IT in 2010 and cut my teeth in BC/DR by joining CONTINUITY CENTERS, a Managed Services Provider of Business Continuity and Disaster Recovery (DRaaS) solutions to businesses across the Metro area.

Vinny took his next step in his career in BC/DR by joining ZERTO, a provider of enterprise-class disaster recovery and business continuity software specifically for virtualized data centers and cloud environments. Zerto provides Resilience for Evolving IT™ by delivering automated, seamless BC/DR for vSphere, Hyper-V, Azure and AWS. Zerto Virtual Replication delivers critical application availability in the event of a disaster while creating recovery points (RPO) of seconds and recovery times (RTO) of minutes with continuous replication, without the use of snapshots and having no impact on production.




11:15AM - 12:15PM
Bob Duran
- Senior Managing Director, Crystal & Company
Robert Horn - Associate Director, Management & Professional Risk Group, Crystal & Company
Cybersecurity: Insurance Overview

Understanding the way Cyber Insurance is becoming a vital component to protecting business assets in the expanding world of cybercriminal intrusions. Businesses can be impacted directly or by way of vendors or other service providers. Crystal & Co. will provide a clear understanding of how insurance intersects with business continuity and disaster recovery.  

Bob Duran
Bob Duran is a Senior Managing Director for Crystal & Company’s Financial Institutions Group. Bob leads the firm’s Professional Liability department, responsible for the placement of all lines of management and professional liability, with a focus on Hedge Funds, Investment Advisors, Investment Banks & Broker/Dealers, and M&A/Private Equity. Bob has been actively involved in the Financial Services insurance industry for over 30 years. Prior to joining the Crystal & Company, Bob worked for Aon placing Directors and Officers Liability Insurance for Commercial Banks, Broker/Dealers, Venture Capital and Private Equity Firms, and Investment Advisors.

Bob received his Bachelor of Arts in History from Boston College.

Robert Horn
Robert Horn is an Associate Director within Crystal & Company's Management & Professional Risk Group (MPRG). The MPRG services the directors & offi¬cers liability, errors & omissions liability (including information security & privacy liability), employment practices liability, fiduciary liability, and fidelity insurance needs of Crystal & Company’s commercial and nonprofit clients. As the lead E&O/ISP placement broker, Robert translates this expertise into the placement of customized ISP, professional liability and specialty E&O policies for the firm’s commercial and nonprofit clients. Robert is a frequent contributor to various insurance trade publications and a has spoken at numerous conferences regarding cyber liability. Prior to joining the company, Robert was an Assistant Vice President at RT ProExec, a division of RT Specialty dedicated solely to the placement of E&O and Cyber liability for his clients. Before that, Robert was an Underwriter for Professional Risk Facilities, Inc., a Managing General Agent for AXIS and CNA, where he was responsible for underwriting new and renewal business on primary and excess layer for both private and nonprofit companies.
Robert Horn received his Bachelor of Arts in History from Loyola College. He is a member of the Professional Liability Underwriting Society (PLUS).



12:15PM - 1:30PM
Lunch, Networking, Vendor Displays
- Lunch will be provided. Take the opportunity to visit our Vendors and see the exciting products and services that they have to offer.



1:30PM - 2:20PM
Robert Giffin
- Co-Founder and President, Avalution Consulting
Merging BC Plans with IS

We will explore the integration of Information Security and Business Continuity to better utilize time and resources, reduce the burden on the business (ultimately leading to better participation and buy-in), and drive to a higher level of performance across both disciplines.

This presentation will address potential integration points between the two disciplines, real world examples and practical recommendations on how to implement them.

Over the past ten years, Rob has consulted with organizations of all sizes and in nearly all industries. Rob specializes in developing and implementing customized business continuity programs and designing continuity software solutions that enable effective and efficient program execution.

In addition to being a frequent author and speaker, Rob served on the Editorial Advisory Board of The Disaster Recovery Journal and the board of the Association of Contingency Planners’ Northern Ohio Chapter.

Prior to founding Avalution, Rob served as a Manager on the national business continuity team for an international risk management consulting firm.


2:30PM - 4:45PM 
There will be 3 concurrent interactive breakout sessions held on different areas of cyber.  Each session will be held 3 times to provide an opportunity for all participants to attend.  More details to follow regarding these sessions.



Steven Petrillo
- Senior Solutions Engineer, TierPoint
How CyberAttacks Can Force you to Flip the Switch to DR

A deep dive into real threats to the continuity of your business. And a defense in depth approach to mitigating that risk: -A review of an extension of Security in all aspects of your organization -Corporate Wide Security Awareness Training (will touch on antiphishing campaigns) -Security integrated with DR -Ransomware Attacks A Case Study review  

Steven brings over 30 years of technology expertise, primarily in infrastructure engineering and operations and security management. He has worked for a number of large international financial services firms, as well as a host of specialty organizations, including his own consulting business guiding clients with unbiased knowledge and strategic solutions in the areas of Security, Cloud, and Infrastructure. Steven Petrillo is currently a Senior Solutions Engineer for TierPoint with a focus is on developing hybrid cloud, Disaster Recovery as a Service, and security solutions for TierPoint clients.



Chris Porto
- Persistent Telecom
Cyber Security for Enterprise Mobility using Commercial Solutions for Classified Systems

In the new world of cyber-attacks, advanced technologies are needed to be ever vigilant. Cyber threats are coming from every direction, the easy acronym to remember is CHEWIT - characterized as Crime, Hacktivism, Espionage, War, Insider threat, Terrorism.

The NSA’s Commercial Solutions for Classified (CSfC) program was established to enable the use of commercially available security products to be used in layered solutions for protection of US Government and DoD Classified information. This workshop will outline common threat vectors, discuss CSfC and give an example of an NSA approved technology and best practices to insure the protection of vital data (PoVD) for Enterprise customers.

Chris has over twenty-five years of experience in delivering technology solutions for Mission Critical Enterprise, Data Center Infrastructure, Business Continuity Planning, and Disaster Recovery. Chris has managed over $1.5 billion dollars in technology construction projects locally, nationally, and overseas.

Chris has held a number of senior management positions at leading firms in the financial services industry including Morgan Stanley and UBS/PaineWebber. Chris has designed and delivered solutions for companies including Deutsche Bank, Goldman Sachs, E*TRADE, Merrill Lynch, and Zurich Insurance Group.

In his role at Persistent Telecom Inc., Mr. Porto is responsible for bundling secure, sustainable communications networks for Business Continuity Planning and Disaster Recovery serving Enterprise and Government markets. PTI Enterprise Mobility Solutions are available for key management personnel, traveling, remote and displaced workers. Chris is also responsible for commercializing cyber security products developed by PTI’s affiliate for the Department of Defense which include video analytics and NSA validated "Commercial Solutions for Classified".



Jim Wexler
- President, Experiences Unlimited
Where do we go from here? Moving forward in uncertain times.

In a Cyber Attack – how would you respond? Do you have what it takes to lead in a crisis? For Continuity Preparedness, the latest simulated learning environments and Big Data diagnostics can immerse participants in best practices for Crisis Leadership – and measure whether they are right for the job.

In this session, we’ll look at how self-led simulation is helping one of the world’s biggest global bank deliver a no-risk skills development environment. This self-led ‘Virtual Tabletop exercise’ helps execs experience an attempt by hackers to damage or destroy the computer network. Your job is to manage the response. Games and simulations can turn boring tasks into engaging experiences while driving next generation employees to use problem solving skills and idea sharing to win.

Added to the Virtual Tabletop experience is a Crisis Readiness Diagnostic that predicts for attributes that are effective in crisis situations. These tools give management a view into the competencies of their workforce to predict and prescreen for predisposition to perform well when crisis hits. The session will present research that confirms that having the right people with the attributes to do well in a crisis is far more effective than investing in training those who do not.

Join this session to take the Continuity Preparedness challenge!

As President of Experiences Unlimited in New York, Jim Wexler develops game-based approaches to assess talent, change behavior and improve organizational performance.

Known as the original pioneer of games as a media platform, Jim brought the concept of game-based talent development and learning Simulations to Deloitte, MetLife, Goldman Sachs, and Johnson & Johnson. He is a thought leader on Gamification to motivate people, engage audiences and solve problems.

Jim has been featured in BusinessWeek, Forbes, The New York Times and CBS News regarding digital brand experiences and is a columnist for He has a BA in Semiotics from Brown University.

Wednesday, December 6, 2017, 8:00 AM until 5:00 PM
American Red Cross of Greater New York
520 West 49th Street
New York, NY  10019
Major Event
Registration is required
Payment In Advance Only
No Fee