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Happy Anniversary!

www.libertyvalley.acp-international.com

Association of Contingency Planners

Liberty Valley Chapter Meeting Host: Vanguard Group, Inc. Majestic Building Rooms 162, 163, 164 April 25, 2013, 11:30 AM – 3:30 PM

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Meeting agenda

11:30 – 12:30 Registration, Lunch and Networking 12:30 – 12:35 Welcome to Vanguard

- Mike Curry, Principal – Business Contingency Services 12:35 – 12:55 ACP Liberty Valley Chapter Business

- Barb Shaw, President 12:55 – 1:15 Anniversary Message from Former Chapter Presidents

- Jim Crosson, 2003 – 2004 - Frank Leonetti, 2005 – 2007 - Brian Mackay, 2009 - 2012

1:15 – 1:45 Panelist Introductions and Presentation - Robert Kagel, Chester County DES - Joe Luczkowski, American Red Cross of SEPA - Craig Stock, Vanguard

1:45 – 2:00 Break 2:00 – 3:00 Panel Discussion and Participant Q & A 3:00 – 3:30 Member Raffle and Networking

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• Vanguard began operations May 1, 1975: –  “A new type of mutual fund company” –  11 Mutual funds and $1.8 billion in assets –  350,000 shareholder accounts –  50 employees based in Malvern, PA

• Vanguard today: –  “One of the world’s largest investment management companies and

a leading provider of company-sponsored retirement plan services” –  Over 160 domestic funds and more than 80 funds in foreign markets –  Nearly $2.15 trillion in U.S. mutual fund assets, including more than

$277 billion in ETF assets –  More than 14,000 employees at 3 U.S. locations as well as offices in

Europe, Canada, Asia and Australia

The Vanguard story

Barbara A. Shaw, CBCP President, ACP Liberty Valley Chapter


Over 90 Members and Guests Today!


Liberty Valley Chapter

u  Welcome Members, Friends and Guests! •  Liberty Valley ACP Chapter Members •  Mid Penn ACP Chapter Members •  NYC Metro ACP Chapter Member •  Panel of Experts •  Chester County FIRST Members •  SEPA Regional Task Force Members •  Guests / Future Members


About the ACP

u  Liberty Valley Chapter

–  Serving the Greater Philadelphia Metro Area

–  120+ Chapter Members –  Regular Meetings / Activities –  Annual Dues $100 –  Public / Private Sectors

u  ACP National

–  501(c) Member Based

–  Premier Networking and Educational Organization for Industry Professionals

–  42 Chapters across the

United States, 2300+ Active Members

–  DHS / PS PREP Partner



u  Executive Committee •  President – Barbara A. Shaw, CBCP •  Secretary – Tracy Gkonos, M.S., AMBCI, ABCP •  Treasurer – Millard Jackson, CBCP

u  Board of Directors •  Education Director – Carol Hatton-Holmes, CFCP •  Information Director – Ginnie Stouffer, MBCP, MBCI •  Membership Director – Julie Nespoli-Manning, ABCP •  Programs Co-Director – Donna Arobone, CBCP •  Programs Co-Director – Marc Tumolo •  Public Relations Director – Kathy Lee Patterson, CBCP, PMP


Announcements

~ May Meeting ~

Liberty Valley Chapter Meeting May 23rd, 2013 – 12:00 pm to 2:30 pm

Lunch Provided – RSVP Required

Partner with SecureWorld Expo 5/22 & 5/23 DoubleTree Hilton

Valley Forge 301 West DeKalb Pike

King of Prussia, PA 19406

Expo Discount Available to ACP Members; Free Access to Exhibit Hall

See the Liberty Valley Web Site for More Info!


Announcements

~ Visit the Web Site ~ www.libertyvalley.acp-international.com

- Latest Chapter News

-  Meeting Recap

-  Register for Upcoming Meetings and Events

-  Chapter Contact Info

-  Event Announcements

-  Job Postings

-  Lots More …..


Announcements

~ 2013 ACP Liberty Valley Photo Contest ~

u  Open to all Liberty Valley Members u  Any ACP logo item u  Any location u  You select the winners! u  Voting and prizes at annual Holiday Lunch

See the Liberty Valley Web Site for Contest Details!


Adventures of the ACP Cup! 2012

In Aruba

In Caracas, Venezuela

In Cairo, Egypt

In Bangkok, Thailand

In Singapore

In Jakarta, Indonesia

In Bogota, Colombia

Happy Anniversary!



~ Anniversary Messages from Former Chapter Presidents ~

u  Jim Crosson, 2003 – 2004

u  Frank Leonetti, 2005 – 2007

u  Brian Mackay, 2009 – 2012


Crisis Communications: Managing This Critical Component During a Contingency Event

Panel Discussion •  Mike Curry Principal, Vanguard Business Contingency Services •  Robert Kagel Deputy Director, Chester County Dept. of Emergency Services •  Joe Luczkowski Regional Disaster Coordinator, American Red Cross of SEPA •  Craig Stock Principal, Vanguard Corporate Marketing and Communications

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Michael Curry

•  Michael Curry is the Principal of Business Contingency Services for The Vanguard Group, Inc., a leading provider of comprehensive investment management services based in Malvern, Pennsylvania. In this position, he is responsible for global business contingency planning, development, maintenance and testing.

•  Mike began his career with Deloitte, LLP, a public accounting firm and since has held audit and management positions of increasing responsibility with several successful organizations including Philip Morris Companies, Inc., The Washington Post Company, Marriott Corporation and The Zurich Insurance Group. Mike’s educational background includes the U.S. Naval Academy and the University of Baltimore. He is a Certified Information Systems Auditor (CISA) and a Certified Business Continuity Professional (CBCP). Mike is a registered representative and holds the Financial Industry Regulatory Authority Series 6, 63 and 26 licenses.

•  Curry is an advocate and active member of several financial services industry professional organizations including the Information Systems Audit and Control Association (ISACA), the Association of Contingency Planners (ACP), the Securities Industry Financial Markets Association (SIFMA), the Investment Company Institute (ICI) and Chester County FIRST. Mike currently serves as Chairman of Chester County FIRST – a regional private/public partnership coalition.

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Crisis Communications

“ Crisis communications are “the glue that keeps everything together” during an emergency. An effective

response to an emergency requires effective communication. Content, audience and distribution

methods must be considered in advance and included with routine preparedness planning procedures.”

Best practices for crisis communications: – Developing – Maintaining – Practicing

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Crisis Communications Framework

CONTENT •  The “What”

•  Prewritten Scripts

•  “In the Moment” Scripts

•  Develop and Maintain…

AUDIENCE •  The “Who”

•  Constituents •  Internal •  External •  Maintain…

CHANNEL •  The “How”

•  Voice and Text •  Internet, Web •  Social Media •  Press Release •  Practice…

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Craig Stock

•  Craig Stock is the Principal of Corporate Marketing and Communications for Vanguard. This group’s mission is to help tell Vanguard’s story to clients, prospective clients, and crew.

•  The group’s communications work includes: Creating fund annual and semiannual reports, printed and online shareholder newsletters, and investment information; and producing internal communications in printed and online formats. The group also supports the Retail and Institutional Marketing and Communications groups with centralized services, including: –  Market research, client data reporting and analytics, and client e-mail operations. –  Advertising. –  Conference and event planning. –  Creating video and multimedia web content. –  Brand management.

•  Before joining Vanguard in 1995, Stock was a journalist, working as a financial reporter, editor, and columnist at The Philadelphia Inquirer from 1981 through January 1995.

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Vanguard’s Crisis Communications Learnings: •  Get it right •  Tell as much as you can, concisely •  Use Plain Talk •  Coordinate info to varied audiences and locations, through different

channels •  It isn’t over when it’s over •  Priorities to address:

–  Employees and public safety. –  Client service and asset security. –  Employee family, loved ones (in event of employee safety concerns). –  Industry and regulatory effects (including local governments). –  Vendors, suppliers and business partners.

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Vanguard’s Crisis Communications Learnings: Complexity is increasing •  Audiences and locations •  Channels/media •  Types of contingencies

Balancing our approach •  Accuracy vs. timeliness •  Complexity and control •  Preparation and flexibility

Practice, practice, practice

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Robert Kagel

•  Robert Kagel is the Deputy Director of Emergency Management for the Chester County Department of Emergency Services.

•  Bobby is responsible for implementing all phases of the comprehensive emergency management program in Chester County and coordinating with the 73 municipal emergency managers, 45 police departments, 52 fire departments, 32 emergency medical service organizations, and numerous local, county, regional, state agencies and private sector organizations on emergency management issues.

•  He also serves as adjunct faculty at the Federal Emergency Management Agency’s Emergency Management Institute in Emmitsburg, MD.

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Chester County Department of Emergency Services

Incident Command Communications and lessons learned from Hurricane Sandy, the explosions in West, Texas and the Boston Marathon:

–  Joint Information Systems – Getting the Information Out – Social Media and the Rapidly Changing Environment

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Joe Luczkowski

•  Joe Luczkowski is a volunteer Regional Disaster Center Coordinator for the American Red Cross of Southeastern Pennsylvania.

•  The Regional Disaster Coordination Center functions as the emergency services dispatch function of the American Red Cross. The RDCC dispatches disaster action teams for fires, building collapses, floods and other disasters, including evacuations caused by disruption of utilities, water main breaks, gas leaks and other hazmat situations. It continually monitors local and national media, in addition to being in direct contact with Philadelphia Fire Command and the Office of Emergency Management. Services run from providing emergency housing for victims of a single family dwelling fire to opening multiple shelters in events such as Hurricane Sandy. In addition to Joe's position at the RDCC, he is also a Disaster Action Team Captain, leading teams of volunteers to local emergencies to assist clients. Joe is also an advanced instructor in Disaster Services.

•  Prior to retirement and volunteering for the American Red Cross, Joe spent approximately 35 years in various forms of communications, the last 9 years as a Global Media Manager and Senior Event Planner for GE. Joe is also a United States Navy veteran, having served as a Communication Technician seconded to NATO Southern Command, Control and Communications in the Mediterranean.

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American Red Cross

§  Communications challenges unique to the American Red Cross

§  Critical considerations for continuing communications process improvement

Recent Examples

§  Hurricane Sandy: 15 Shelters open over a 3 day period, housing over 1,000 clients over a 5 county area. Resource strained, focus of National ARC on New York/New Jersey. I was Deputy Director of Operations for the region, the consequence of being the volunteer shadow for Leo Pratte, the Regional Director of Disaster Services.

§  Saturday evening April 06, 2013 in Philadelphia. Two multiple alarm fires occurring simultaneously with clients displaced at opposite ends of the city. I was the Wednesday and Saturday evening Captain of the City Disaster Action Teams.

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Panel Questions and Discussion

The Vanguard Group is a registered trademark of The Vanguard Group, Inc. All other marks are the exclusive property of their respective owners.

© 2013 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.

Liberty Valley ACP

~ Member Raffle ~


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