lon taulbee bio-resume 2015

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LON TAULBEE BIO 20 Calle Pastadero, San Clemente, CA 92672 Phone: 949-280-8648; Email: [email protected] INTRODUCTION A proven leader and highly regarded in the areas of Business Continuity and Disaster Recovery Management. With 20 plus years of building Business Continuity and Disaster Recovery Plans, conducting Risk & Vulnerability and Business Impact Assessments, developing affordable, sustainable Recovery Strategies, Plan Testing & Training Programs, and Project Management. Completed many projects requiring regulatory and best business practice compliance, using ITIL, COBIT, HIPAA, FFIEC, OTS, OCC and ISO standards for Business Continuity and disaster recovery. Served in corporate BCM/DRM Program management, Information Technology management, IT Operations, Technical Support, and BCM/DRM consulting. Designed and implemented BCM programs for financial institutions, manufacturing, government, asset management companies, insurance, and healthcare organizations. Successfully managed two disasters, one involving recovery of business units from fire and a second involving IT recovery from flooding. Primary goals are to improve enterprise resilience and optimize business continuity investments by providing professional Business Continuity Management and Design capabilities. Possesses a positive track record for meeting project deliverables, on-time and within budget. Successfully managed multiple teams, from multiple IT and business disciplines. Extensive technical experience working in multi- platform, multi-system/application, network, and voice system environments. Has led organizations, as Subject Matter Expert, to develop business continuity/disaster recovery planning program RFPs. Has successfully led project teams in the design and development of disaster recovery plans that included auto-failover systems, asynchronous remote backup, and hotsite recovery for all types of IT platforms. CORE COMPETENCIES Business Continuity Management Disaster Recovery Planning Risk & Vulnerability and Business Impact Assessments Recovery Strategy Development Plan Testing & Exercises Project Management Staffing, Budgeting and Reporting Emergency Management Crisis/Change Management Policies and Procedure Development Training and Instruction IT and Business Unit Coordination HIPAA Security Assessment and Implementation MS Access Business Continuity Management Disaster Recovery Planning HIPAA Business Impact Risk Vulnerability

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Page 1: Lon Taulbee Bio-Resume 2015

LON TAULBEE BIO20 Calle Pastadero, San Clemente, CA 92672

Phone: 949-280-8648; Email: [email protected]

INTRODUCTION

A proven leader and highly regarded in the areas of Business Continuity and Disaster Recovery Management. With 20 plus years of building Business Continuity and Disaster Recovery Plans, conducting Risk & Vulnerability and Business Impact Assessments, developing affordable, sustainable Recovery Strategies, Plan Testing & Training Programs, and Project Management. Completed many projects requiring regulatory and best business practice compliance, using ITIL, COBIT, HIPAA, FFIEC, OTS, OCC and ISO standards for Business Continuity and disaster recovery.

Served in corporate BCM/DRM Program management, Information Technology management, IT Operations, Technical Support, and BCM/DRM consulting. Designed and implemented BCM programs for financial institutions, manufacturing, government, asset management companies, insurance, and healthcare organizations. Successfully managed two disasters, one involving recovery of business units from fire and a second involving IT recovery from flooding. Primary goals are to improve enterprise resilience and optimize business continuity investments by providing professional Business Continuity Management and Design capabilities.

Possesses a positive track record for meeting project deliverables, on-time and within budget. Successfully managed multiple teams, from multiple IT and business disciplines. Extensive technical experience working in multi-platform, multi-system/application, network, and voice system environments. Has led organizations, as Subject Matter Expert, to develop business continuity/disaster recovery planning program RFPs. Has successfully led project teams in the design and development of disaster recovery plans that included auto-failover systems, asynchronous remote backup, and hotsite recovery for all types of IT platforms. CORE COMPETENCIES

Business Continuity Management Disaster Recovery Planning Risk & Vulnerability and Business

Impact Assessments Recovery Strategy Development Plan Testing & Exercises Project Management Staffing,

Budgeting and Reporting

Emergency Management Crisis/Change Management Policies and Procedure Development Training and Instruction IT and Business Unit Coordination HIPAA Security Assessment and

Implementation MS Access

Business Continuity Management Disaster Recovery Planning HIPAA Business Impact Risk Vulnerability

Page 2: Lon Taulbee Bio-Resume 2015

EDUCATION

National University, San Diego, CABachelors of Business Administration, cum laudeEmphasis in Management Information Systems

FEMA Emergency Management Institute, Certificate of Completion – National Incident Management System (NIMS)Course work included: Learning role and responsibility of Emergency manager, field logistics, functions and organizational relationships.

FEMA Emergency Management Institute, Certificate of Completion – Incident Command System (ICS)Course work included: History, features, principles and organizational structure of the ICS. Studied relationship between ICS and NIMS.

Page 3: Lon Taulbee Bio-Resume 2015
Page 4: Lon Taulbee Bio-Resume 2015

PROFESSIONAL EXPERIENCE

BCP Pros, Inc. (formerly known as Mainstay Consulting Group, LLC)Senior Consultant Jan 1999 - Present

Deliver consulting services for large organizations, specializing in Risk Mitigation, Business Impact Assessments, enterprise wide Business Continuity Management and Disaster Recovery Programs.

Ventura Foods, Brea, CA Senior Consultant, Subcontractor to Ripcord Solutions, Inc. 6 week project

Conducted training on new DR Software being developed for Ventura Employees. Used software during the IT team Disaster Recovery Test to guide them through recovery steps Created DR Test debriefing issues and recommendations report. Recommendations are being used to

further develop and refine the recovery tool software.

State of California Department of Transportation/Caltrans, Sacramento, CA.Project Manager, Disaster Recovery Program Development 5 year project

Developed Disaster Recovery Plans for 12 Districts and Sacramento Headquarters. Conducted Risk & Vulnerability and Business Impact Assessments for each district. Developed recovery strategies to ensure continuity of critical business functions. Created emergency response, communications, damage assessment, disaster declaration, and

system/application recovery plans. Integrated DR plans with continuity of government plans. Developed BCM Training Programs for IT and business unit personnel. Created/Implemented department wide DRP policies and standards. Developed Mock Disaster Scenarios. Created Test plans, test scripts and strategies. Created post exercise evaluations, reports, and plan remediation project task lists.Project Results: Successfully passed annual state audits to ensure program met State requirements published in Budget Letter 07-03, and SAM 4843-4843.1. Conducted successful integrated, component and table-top exercises with districts and Caltrans Headquarters.

County of Orange Government, Santa Ana, CAProject Manager, Comprehensive IT Disaster Recovery Strategy 1 year project

Developed Recovery Strategies for critical applications and associated business processes. Consolidated/Reviewed existing Business Impact Analysis (BIA) for application prioritization. Conducted Business Impact Analysis (BIA) for 21 agencies identifying critical processes. Created final report listing Recovery Strategy options, associated costs and recommendations.Project Results: County IT management chose report recommendation followed by successful DR testing. Report enabled them to meet agency requirements to provide adequate business process recovery facility and a backup facility for IT.

State of California Department of Public Health, Sacramento, CAProject Manager, Disaster Recovery Plan 1 year project

Developed Disaster Recovery and Business Continuity Plans for 19 Divisions. Conducted Business Impact Assessment defining recovery priorities and RTO/RPO. Developed recovery strategies to ensure continuity of critical business functions. Coordinated IT and Business Unit plans to ensure IT requirements support business recovery efforts. Created Plan testing standards and conducted tests with multiple Divisions and Programs. Created/Implemented Department DR/BC policies and standards for testing & plan maintenance.Project Results: Successfully passed annual state audit to ensure program met State requirements published in Budget Letter 07-03, and SAM 4843-4843.1, HIPAA Security standards and ITIL requirements. Successfully conducted multiple component and table-top exercises.

Intersections, Inc., Chantilly, VA

Page 5: Lon Taulbee Bio-Resume 2015

LON TAULBEE RESUME (cont’d)

Project Manager, Disaster Recovery Plan Development 1 year project

Reviewed and presented management report on state of existing disaster recovery & business continuity plans based on industry best practices as defined by FFIEC, CoBit, and ITIL.

Conducted a Business Impact Assessment. Developed Recovery Strategies and priorities, including RPO and RTO requirements. Developed a new, more effective DR plan template, including response & notification, damage

assessment, disaster declaration, system recovery and business restoration procedures.Project Results: Plans were developed, conducted first integrated test, and passed regulatory audit.

Seneca Capital Management, LLC, San Francisco, CA Consultant, Business Continuity Management Program 1 year project

Conducted Business Impact, Risk & Vulnerability Assessments, and reported on findings. Created and designed recovery strategies, including RPO and RTO requirements. Developed IT Department Disaster Recovery Plan and Business Continuity Plans for 20 business units. Created policies and procedures governing plan maintenance and training of the DR/BCP Program. Conducted plan testing for IT and business units, including table-top and integrated testing. Developed corporate emergency plan, including emergency response and notification procedures.Project Results: Successfully represented company during third party audit of disaster recovery and business continuity plans. Auditor stated plans went beyond audit and regulatory requirements.

State of California, Department of Healthcare Services, Sacramento, CAProject Manager, Disaster Recovery Plan 5 year project

Developed Business Continuity and Disaster Recovery Plans for 24 Divisions. Conducted Risk Analysis & Business Impact Assessments to learn RTO/RPO, and restoration priorities. Developed recovery strategies to ensure continuity of critical business functions. Developed Plan testing standards and conducting tests with multiple Divisions and Programs. Created/Implemented Department policies and standards for testing & ongoing plan maintenance. Developed Incident & Emergency Response program, including policies, procedures, and training.Project Results: Successfully passed annual state audit to ensure program met State requirements published in Budget Letter 07-03, and SAM 4843-4843.1, HIPAA Security standards and ITIL. Successfully conducted multiple component and table-top exercises.

LA Care Health Plan, Los Angeles, CAProject Manager, HIPAA Security/Privacy Implementation 2 year project

Performed Gap Assessment of existing privacy and security standards. Developed recommendations to meet HIPAA standards for security and privacy. Developed/implemented privacy/security policies & procedures. Recommended security system software and cyber-defense systems to enforce policies. Developed HIPAA Awareness Training course for employees and management Managed development of Disaster Recovery Plan during this time.Project Results: Successfully met HIPAA Privacy and Security Requirements, as reviewed by a third party audit, as well as subsequent regulatory audits.

Pacific Life Annuities, Newport Beach, CAProject Management, Business Continuity/Disaster Recovery 1.5 year project

Conducted Risk & Vulnerability and Business Impact Assessments. Developed DR Plans including event response/notification, damage assessment, restoring

client/server, LAN/WAN, phone system and mainframe environments. Improved backup tape processes, and offsite storage program; conducted offsite tape library audit. Developed Business Continuity plans for Business units, including management order of succession.Project Results: Conducted successful plan testing. Plans exceeded corporate requirements for BCP & DR plans.

Page 6: Lon Taulbee Bio-Resume 2015

LON TAULBEE RESUME (cont’d)

Other Experience:

WFS Financial, Irvine CADisaster Recovery Manager,

DR/BCP Program Manager Audit Liaison with Office of Thrift Supervision. Senior IT Auditor

Well Fargo, San Diego, CADisaster Recovery Manager,

DR/BCP Program Manager. Audit Liaison for Disaster Recovery Audits from OCC.

Great American Bank, San Diego, CA VP, Disaster Recovery Manager

DR/BCP Program Manager Conducted over 50 DR Tests, and more than 20 Table-top BCP Tests. Audit Liaison for Disaster Recovery Audits from OTS.