happy anniversary! - happy anniversary! . liberty valley chapter ~ anniversary messages from former

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  • Happy Anniversary!


  • 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


  • Liberty Valley Chapter

    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!


  • Liberty Valley Chapter

    ~ 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

    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