2012 PSC CONFERENCE SEMINARS
Road Trip!!! Planning and Executing a Multi-Location Protective Operation
Gary N. Berry, SAC
and
John F. Judge, SSA-Chief of Operations
Protective Services Division
United States Department of Housing and Urban Development
You’re firmly in control of how to make your principal’s travel to familiar places safe and secure. But how comfortable are you with a road trip: multiple cities back-to-back! This session will show you how to plan, budget, schedule personnel, and execute protective missions when in a travel status for multiple visits – including overseas. Multiple locations can create quite a scheduling challenge with personnel. We will discuss some unique techniques to get the most from your detail. Planning for such operations can start as early as notification is received. We will talk about some tricks of the trade for getting the advance operation rolling without being on site. We will discuss transportation, communication, additional security, and command post issues and needs. Safety and security aside, the most trying part of an operation can be the budget. You will learn how to make the budget case for a secure trip. Finally, we will share our ways of obtaining the final threat assessment and some tips on how agents can better prepare for multiple trip missions.
Corporate Aviation Security Management
Rick Colliver, Global Security Manager
Eaton Corporation
and
Lenny Hall, Global Security Manager-CSO
Scotts Company – Scotts Miracle-Gro
Air travel is costly, but executive time may be even more so. Whether companies opt to purchase their own aircraft or engage in fractional ownership or charter arrangements, it is necessary for today’s security professional to have an understanding of the security issues surrounding general aviation. While the entire purpose for having an aircraft may be to get executives from one point to another, 99% of necessary security programs and processes will be applied on the ground. We will review some of the principle differences between general aviation and scheduled air transport and discuss protection measures that can be implemented on the ground, in the air, and by policy. This session will provide attendees with information that can be used to build a formal aviation security program within their organization and to train their corporate pilots to become security practitioners.
Meeting the Latest ASIS/SHRM and OSHA Standards for Conducting a Risk Assessment
Michael H. Corcoran, Ph.D., President
The Workthreat Group
In the last quarter of 2011, ASIS and OSHA both released their latest standards dealing with workplace violence prevention. While the OSHA document focus is more on Retail and Health Care industries, the directive on how to investigate potential or actual violent situations sets an important baseline for all organizations to follow. Additionally ASIS conducted research with SHRM and concluded with an 80 page document approved by the American National Standards Institute, listing specific expectations to be followed for any workplace violence prevention and intervention program. Thus there is now a compelling argument for understanding and implementing explicit policies and procedures that meet these standards for any organization that recognizes the significance of establishing a workplace violence prevention program. This seminar will review and discuss this criterion, as well as outline specific guidelines in conducting a risk assessment so that compliance with these standards is assured.
The Impact of Cartel Violence in Mexico on Global Business
Rudy Diaz, Chief Operating Officer
PICA Corporation
This seminar focuses on the deadly combination of a frightened and paralyzed workforce and a broken (corrupt and ineffectual) government response to explore its impact on global business’ ability to leverage and participate in free trade. It will specifically address concrete examples of how violence in Ciudad Juarez, Reynosa, Guadalajara and Monterrey affects big business, causing them to rethink their security posture in Mexico. Finally, the presentation will demonstrate how the private sector can reduce its risk profile leveraging commercial solutions given that effective government intervention is clearly not an option.
The Care and Feeding of CEOs and CSOs
Frank Gallagher, CEO
Gallagher Security Advisors
The decision to provide security protection for the CEO is a decision that cannot be made lightly. This decision may have been mandated by the board of directors or may have been driven by direct threats to the CEO, or the company. Many times there is a disconnect between what the CEO thinks executive protection should be and what the CSO does. Stuck in the middle of this dilemma are the men and women who are providing the protection. Add in the fact that many CSO’s are now hiring third party companies to provide the EP agents, and now these agents have a third level of people that they answer to. Who do the agents take their instructions from? How can we keep all parties happy and the protection of the CEO as painless as possible?
The Intelligence-Led Security Operations Center: The New Paradigm in Managing Global Risk
Erik Gaull, CEM,CPP,PMP, iJET Program Manager
The World Bank Group Security Operations Center
This presentation focuses on the role of the intelligence-led security operations center (iSOC) in promoting organizational resilience and risk management. The old approaches to providing security are no longer sufficient – or even relevant – given the spectrum of threats and risks an organization may face. Organizations are becoming increasingly globalized. Even when an organization’s footprint is confined solely to one country, global forces and events can have serious adverse impacts on the mission, operations, and ultimate effectiveness of the organization. It is incumbent upon enlightened security leaders to take a forward-leaning posture in identifying, tracking, and predicting the effects of world events on an organization. The best tool with which to do this is the iSOC – the nerve center of an organization’s enterprise risk management apparatus. This presentation discusses the rationale for iSOCs and the context in which they operate. It also explores the role of the iSOC in a converged security structure and how the iSOC supports the chief security officer of an organization.
Branding & Marketing EP Services in the 21st Century
Eric Konohia, President
BPI Security
and
Lawrence Snow, President
SJC Web Design
Seminar details and description to come.
Domestic Threats: Protecting Your Principal from Radical Activists
Gordon McIntosh, Program Coordinator-Corporate Security
The World Bank
Principals face a myriad of threats, most notably from workplace violence, crime, and terrorism. In recent years, however, there has been a surge in domestic threats from NGOs using the aggressive tactics of radical activism. Activists use direct, often confrontational, action such as a demonstration or strike in opposition to or support of a cause. Radical activists use threats, violence, and flash mob-style tactics to paralyze your ability to conduct business or deny your freedom of movement. Radical activism has become prevalent across the U.S. and can impact virtually any business – including your principal’s – regardless of products or services offered. This session will look in-depth at several radical activist groups targeting global financial instituions. We will examine the sophisticated–and not so sophisticated–tactics, intelligence, and counter-intelligence used by these groups, as well as the role social media has played in modern-day activism. We will also discuss ways to mitigate the impact of radical activists, the role of law enforcement, and protecting your principal.
Threat Assessments: An Executive Protection Perspective
David L. Johnson, DABCHS, CHS-V, President
ITG Consultants, Inc.
Executive protection exists for the purpose of protecting someone from assassination, kidnapping, injury, or embarrassment. To do that, the first task of the EP agent is to assess threat and risk. An effective protective program cannot be designed without a credible threat assessment that will actually mitigate the risks and provide deterrence. This session begins with identifying and examining the factors that motivate assailants, how their motivation will affect their modus operandi, and how it can guide your investigative approach in the threat assessment process. It will then cover the various types, sources, and methods used to collect relevant information about the potential threat and actual risk. It concludes with a discussion of how this information can be used to design the protective configuration and justify the associated resource expenditures. Real-world examples of protective missions will be used to illustrate the details of this process.
Global Risk Management
Bruce McIndoe
President
iJET, USA
Events with an adverse effect on people and operations around the globe continue unabated. This fact cannot be ignored if you expect to survive and compete in the future, and proactive risk management is the crucial element to success. Whether you have yet to develop a risk management program or need to mature your existing one, this session will show you what is now necessary to accomplish your international operations goals. This includes a concentrated effort to identify the key process areas that must be addressed in order to ensure that your embodies the elements needed to withstand challenges. You will learn how to devise and deploy benchmarking methods that will produce the comparative data you can use to measure and assess the maturity level of your risk management program. And by looking inside the successful risk management programs that have been adopted by numerous Fortune 500 companies you will gain valuable insight into how you can draw your own roadmap for developing a more robust plan for your enterprise. This session will also provide a reference to best practices and key lessons learned by others who have already achieved success in managing their international operations in times of challenge.
The Inverted Pyramid: Global Demographic Shifts and Security Considerations Beyond 2015
Marissa Michel, Manager-Advisory’s Forensics Services Group
PwC – Pricewaterhouse Coopers
Societal norms, violence in society, war, disease, markets opening, markets crashing, and shifts in consumer preferences: the macro forces that drive trends in markets, security, and elsewhere provide a basis for informed assessment of future opportunities and risks. One way to better understand and respond to the forces that drive events such as the Arab Spring, and growth trends in emerging markets is to examine the demographic characteristics and makeup of populations. The unprecedented demographic changes occurring now will impact all aspects of global affairs and present numerous opportunities and risks in the political, security, economic, and financial spheres. Best in class companies capitalize on risk and use it as a driver for growth rather than an inhibitor of opportunity. Using statistical and qualitative research, modeling tools, and risk-based approaches to understand the implications of issues such as demographic change to their enterprise, they are better positioned to face the challenges – and seize the opportunities – that these trends present. This seminar will examine current and coming demographic shifts globally, address several potential scenarios for global and regional organizations, and discuss practical implications across external and internal risk factors including brand and reputation maintenance, operations, human capital, and other areas.
Writing and Understanding Security and EP Contracts: What You Need To Know To Protect Yourself
Edgar Mosquera, Esq., General Counsel – Intel Manager
Protection Resources International
A contract is the foundation of the business relationship you have with your client and you need to understand the details of the agreement that defines what and how you will provide services. Have you ever looked at a contract and wondered what a phrase or clause means? Do you notice similar language within contracts across various industries? What is the point of notarizing a contract? Can a contract be written on a napkin with a crayon? What contract problems do you need to look out for? How do you modify a contract after it’s been signed? What are the basic elements that need to be included in any contract? These and other questions will be answered in this session. It will provide you with the basic knowledge you need to understand, write, and modify contracts, and examine some of the more important tips, tricks, and myths about contracts. The presenter is both an attorney and a security services provider. This is a rare opportunity to learn what attorneys are thinking when drafting or reviewing a contract specifically for security services.
A Strategic Approach for Building and Growing Your Security Business
Kent Moyer, CEO
The World Protection Group
Kent Moyer knew that in order to grow his security business he needed to learn more about “business.” For six months he went back and forth from his business in California to Pennsylvania to attend the Advanced Management Program at the prestigious Wharton School of Business. In this seminar Kent will share with you what he learned and has applied that helped him build a stronger company. You will learn about the importance of company culture and what it takes to create it; the need for a mission and vision statement and why it works; writing a business plan and conducting ongoing market analysis; marketing techniques that work, including social media; and the importance of branding and how you get prospective clients to think of your business the way you want. Primarily for business owners, this seminar will also help corporate security directors make the case for valuing security in the enterprise from a strategic point of view.
Challenging Perspectives: Adapting to Change in the Executive Protection Framework
Charles Randolph, Director-Executive Protection & Intelligence
Microsoft Corporation
The basic skills applied in executive protection strategy may evolve but haven’t fundamentally changed much over time. What has changed is the environment in which EP personnel operate, and the role EP leaders and agents can play in affecting the way principals and their organizations function. This seminar will examine and explore how adapting to the landscape of new domestic and global challenges offers new opportunities for EP personnel to take a more influential leadership role in helping achieve the strategic objectives of the enterprise. It will include a discussion of the current environment; how to strategically integrate EP into the larger organization; how paradigm shifts are affecting the profession; a look at future trends, and how to manage multiple disciplines. The ideas and methods presented in this seminar are applicable across the spectrum: from individual EP agents to EP managers, and CSOs with responsibility for the EP function and operations.
Going It Alone: Best Practices For the Solo Practitioner
Patrick M. Shely, Manager, Special Projects & Programs
Tony Scotti’s Vehicle Dynamics Institute
This session is designed to meet the unique and specific needs of the security professional who works one-on-one with an executive, high net worth families, or other “at risk” individuals to ensure their safety and security. It will give you time tested and proven strategies and tactics for planning and providing effective security while balancing multiple responsibilities such as executive transportation, event planning and coordination, travel security, and more as a solo practitioner. This is a real world solution to mitigating 90% of the risk and managing the other 10% and covers all the important elements of solo EP work: risk management; developing and maintaining the proper mindset; communicating effectively with non-security managers and executives; operating within time and budget constraints; prioritizing planning; pre-planning and coordination through effective advances; planning, managing, and providing secure transportation; and effectively responding to the unexpected. This session is applicable to security drivers and executive chauffeurs, EP specialists, and security managers.
The Evolution Of Security Leadership: The Changing Role Of The Modern CSO
John L. Sullivan, Director of Corporate Security & Loss Prevention
Dunkin Brands, Inc.
Today’s Chief Security Officer is not like the one of yesterday, and will look different tomorrow. No other position in the corporate organization has, or will continue to change as radically as that of the CSO. What was once considered a guard manager position is now one that encompasses myriad business functions such as executive protection, disaster recovery and business continuity, crisis response, travel security, ex-pat employee security, data breach investigations, brand reputation issues, Foreign Corrupt Practices Act compliance, due diligence investigations, and other investigations globally, to mention only a few. But as demands on the CSO rise, there is a corresponding opportunity to elevate the corporate security function to that of a key contributor to strategic enterprise goals. This seminar will examine major issues facing CSOs now, and offer practical ideas for the future such as: the essential elements of a corporate security program in 2012; changing how your corporate executives view you and the value of your department; the new security leadership model; and what CEOs are thinking and how the security department can enable CEO strategies. We aren’t just the corporate cops anymore.
Merging Corporate Security, Crisis Management, and Business Continuity Functions for Efficiency and Impact
Ray Thomas, CISSP, CBCP, Senior Manager
Booz Allen Hamilton – Business Assurance Office
Corporate security and risk management functions are expected to consistently deliver new services and capabilities in a highly cost-conscious environment. Rapid technological advances in commercial off-the-shelf (COTS) software facilitate capabilities and efficiencies that have never before been possible. Booz Allen’s Business Assurance Office (BAO) leverages existing COTS technology such as Microsoft Office, Google Earth, and SharePoint, along with vendor-provided emergency notification systems, to capture, access, manage, and disseminate data critical for incident response. Through automation, our team has significantly improved our decision-making capabilities during critical response times. Learn how one global company has integrated security, crisis, and business continuity management functions to gain greater efficiency, leverage technology and process capabilities, reduce organizational stovepipes, and respond effectively to wide-ranging, dynamic risks and crises worldwide.
From a One Man Company to a Worldwide Partner
Christian West, CEO
AS Solution
How does a small executive protection company or independent contractor become an international partner? How do you grow your business and become a valued partner with your clients? This session will give you the insight into business building that can only be gained by learning from the actual experience of one small company that emerged from the crowd to become a major player on the world stage. It begins with a look at the landscape of small companies and independent contractors who all look the same and why they fail to break out. It then examines the unexplored markets that exist today and how you can add the value to your business that positions you to attract the attention of big corporate teams and large EP companies. From there you will get some solid ideas for selling your services and how to network your way to the top. Finally, you will learn some valuable lessons about the various pitfalls that could sabotage your efforts and career.
