Contingency planning is critical for so many reasons: security of data, continuation of services for both employees and clients and regulatory compliance, to name just a few. Today, we will learn about planning for the unexpected disruption of operations from firm owners or key personnel, not natural and physical disasters, security breaches, economic downturns, etc. Covering essential processes and systems for your plan, such as communicating it, documenting it, securing it, and using the technology to power it, this session will help you enact a basic plan immediately. There will always be missing elements to a contingency plan, but getting started is the hardest yet most important step to take, so join us in starting your process to give the people around you a sense of calm and comfort under trying circumstances, leaving feelings of respect and caring for you.

Learning Objectives:

• Identify why firm owners and key personnel need a contingency plan, creating a sense of urgency to get one started.
• Understand the critical elements, systems and technology required, enabling them to create a basic, actionable contingency plan immediately.
• Recognize the holes in their contingency plan so they can start to mitigate them and build a strong plan that can be enacted seamlessly.