Track: Treasury Operations

Business Continuity: As Important As Ever!

Tuesday, October 21, 2008
10:30 a.m. - 12:00 p.m.
Room: 408 A

This session will present Progress Energy's development of a comprehensive plan for business continuity in treasury and finance, its progression of testing to enable the plan's functionality and the benchmarking of the plan to ensure objective review.

Speakers:

• Michael J. Alfonsi, CTP, CRM, WPT
  Managing Director
  AnalyticResults

• Michael T. Lewis, CTP
  Senior Financial Specialist
  Progress Energy

Objectives

• Assess the logical progression of continuity plan preparation, testing, measurement & quality assurance
• Evaluate actual plan documentation to fine tune business continuity efforts
• Identify the processes and skills necessary to incorporate the plan into larger, enterprise-wide business continuity efforts

Pre-Requisites

• Intermediate to advance experience in the treasury and finance function
• General familiarity and interest with operations risk management activities

Take-Aways

• Business continuity plan documents
• BC quality assurance attributes, to enable self-comparison to individual efforts

CPA Field of Study: MAS