Sentences with phrase «for business continuity planning»

When consumers and the financial industry do come on board, the Committee advises regulating it much like other financial services products, like supervising bitcoin exchanges with «requirements for business continuity planning,» and «a forum for fraud prevention and disclosure of bitcoin's risks and costs.»

Not exact matches

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

Here are some areas of how you need to approach your business continuity plan as you aim for increased viability and defense against the unknown.

For example, in the wake of Hurricane Sandy in October 2012, the SEC initiated business - continuity sweep examinations in an effort to better assess the general state of disaster preparedness and contingency planning among advisory firms.

«Things that affect large portions of the [employee] population really affect small - and medium - sized businesses more than large businesses,» says Al Berman, executive director of DRII, The Institute for Continuity Management, a New York City - based organization that certifies businesses in contingency planning.

For those reasons, the cornerstone of any successful disaster - recovery — or, in more positive parlance, business - continuity — plan is at least one offsite data center anywhere from a few miles to a few states away.

«People don't want to jeopardize their job, they don't want to jeopardize their sick leave, they don't want to be unpaid,» says Al Berman, executive director of DRII, The Institute for Continuity Management, an organization that certifies businesses in contingency planning.

See the U.S. Government website for help on preparing a business continuity plan.

Please note that Franklin Templeton Investments» Business Continuity Plans which are critical to our operations are reviewed, updated and tested annually, to ensure they account for technology, business and regulatory Business Continuity Plans which are critical to our operations are reviewed, updated and tested annually, to ensure they account for technology, business and regulatory business and regulatory changes.

Our state - of - the - art facilities are maintained regularly and meticulously while in case of unfortunate events, we have in place a business continuity plan where every member is accounted for.

For more information — If you have questions about our business continuity planning or would like a copy of the complete Business Continuity Plan for Morningside Securities LLC, please contact us directly at (646) 595-17For more information — If you have questions about our business continuity planning or would like a copy of the complete Business Continuity Plan for Morningside Securities LLC, please contact us directly at (646) 5business continuity planning or would like a copy of the complete Business Continuity Plan for Morningside Securities LLC, please contact us directly at (646)continuity planning or would like a copy of the complete Business Continuity Plan for Morningside Securities LLC, please contact us directly at (646) 5Business Continuity Plan for Morningside Securities LLC, please contact us directly at (646)Continuity Plan for Morningside Securities LLC, please contact us directly at (646) 595-17for Morningside Securities LLC, please contact us directly at [phone].

Having a succession plan and ensuring the continuity of business — not only for the advisor, but for the clients they are charged with protecting — is an integral aspect in business of any kind.

«Countries are looking very hard for outbreaks of infections» and governments «are preparing business continuity plans,» said Nicoll.

Protecting school assets In these prudent times, schools need to manage their building assets for the long term; this dovetails well with schools» business continuity plan.

The frequent changes of personnel and the political pressures to balance the competing interests of voters, parents, unions, businesses, and so on, often preclude the continuity necessary to reflect on large - scale trends, plan for long - term goals, take calculated risks, or embrace change and innovation.

The frequent changes of personnel at both the staff level and the ministerial level, and the political pressures to balance the competing interests of voters, parents, unions, businesses, and so on, often preclude the continuity necessary to reflect on large - scale trends, plan for long - term goals, take calculated risks, or embrace change and innovation.

It is important to integrate this influenza pandemic planning with your organization's existing business continuity and emergency response plans and / or the CIKR Pandemic Influenza Guide's comprehensive framework for influenza pandemic catastrophic planning.

The death benefit to be received by the trust beneficiaries may be used to cover estate taxes OR PROVIDE FUNDS for business continuity succession planning AS A KEY PART OF family business succession planning.

Both guaranteed universal life AND traditional whole life offer a permanent death benefit that may be required for estate planning concerns such as business continuity succession planning or family business succession planning).

For business owners who are seeking an exit strategy and doing some form of business continuity succession planning OR for others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantagFor business owners who are seeking an exit strategy and doing some form of business continuity succession planning OR for others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantagfor others who hold appreciated assets with a very low basis, such as stock or real estate investments, a charitable remainder trust can offer massive advantages.

Even if you do have a large estate, a lump sum death benefit is often needed to provide necessary liquidity for business continuity and family business succession planning.

The business continuity plan will make sure that information is saved onto the company server and cloud - based loan origination system, and that employees have access to mobile workstations for out - of - office capabilities.

We accomplish this by: 1) re-routing service activities to available locations across the country; 2) relocating impacted businesses to recovery locations, as needed; 3) designing our technology and systems to support the recovery processes for critical business functions; 4) designating a crisis management team and recovery leaders responsible for activating and executing on the business continuity plan; and 5) adopting a communication plan to ensure that relevant updates are provided to our employees, customers, regulators and other key stakeholders.

For estate tax planning and business continuity succession planning purposes, taxation is a negative result to be avoided.

Business continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contrBusiness continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contrbusiness following the death of major shareholders or contributors.

Maintaining the continuity of a closely held business is a major focus of estate planning with life insurance for high net worth households.

His responsibilities included management of a cost - efficient and scalable investment platform; business improvement process and diligence for one of the largest hedge funds in the world and full responsibility for the firm's business continuity planning and execution.

For information about our Business Continuity Plan, please click HERE.

There are several key areas for consideration across workspace, IT and HR that all need to be addressed within the context of business continuity planning.

The firm's areas of practice include: advising the multinational and multi-jurisdictional employer; Industrial Relations Board proceedings; collective agreements and bargaining; compensation and benefits plans; construction labour relations; employee relations; executive employment agreements and compensation; grievance arbitration; human rights and accommodation; injunctive court proceedings and judicial review; interest arbitration; Labour Relations Board proceedings; management training; mediation and alternative dispute resolution; occupational health and safety; outsourcing; pay equity; privacy; responding to union organizing and applications for certification sale or closure; strike or lock - out preparation and business continuity planning; workplace investigations; workplace safety and insurance; wrongful and constructive dismissal litigation.

As for the policy itself, it must address (1) information security; (2) data governance and classification; (3) access controls and identity management; (4) business continuity and disaster recovery planning and resources; (5) capacity and performance planning; (6) systems operations and availability concerns; (7) systems and network security; (8) systems and network monitoring; (9) systems and application development and quality assurance; (10) physical security and environmental controls; (11) customer data privacy; (12) vendor and third - party service provider management; (13) risk assessment; and (14) incident response.

But again, just having the business continuity plan, I think it was good to know who was responsible for what and to understand the various operations of the firm, the various business functions of the firm, who was the primary person that was responsible, who were the alternates, the issues of other various vital information and databases, I mean, all that was quite important and good.

One of the other things that was not necessarily in the business continuity plan but I felt was very necessary was, again, is the inventory, what you have in the firm, of all your physical property that you have and to take photographs, I think that's very important, that's often recommended for you and your home, and you need to do the same in your law office.

This means it is inappropriate for a customer to transfer the responsibility for developing, maintaining or updating the customer's business continuity plan to its outsourcing service provider.

Business continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contrBusiness continuity succession planning is the estate planning process for maintaining the continuity of a business following the death of major shareholders or contrbusiness following the death of major shareholders or contributors.

For estate tax planning and business continuity succession planning purposes, taxation is a negative result to be avoided.

Both guaranteed universal life AND traditional whole life offer a permanent death benefit that may be required for estate planning concerns such as business continuity succession planning or family business succession planning).

Maintaining the continuity of a closely held business is a major focus of estate planning with life insurance for high net worth households.

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Summary Innovative Professional experienced with: CIO for Hire services, Business Relationship Management, Program Management, Customer Account Management, Business Development, Project Planning, Technical Presentations, Technology Strategy, Negotiations, Business Analysis, Infrastructure Architecture, Continuity Planning, Compliance planning, Datacenter, Enterprise Security management, Portfolio Development, Process DPlanning, Technical Presentations, Technology Strategy, Negotiations, Business Analysis, Infrastructure Architecture, Continuity Planning, Compliance planning, Datacenter, Enterprise Security management, Portfolio Development, Process DPlanning, Compliance planning, Datacenter, Enterprise Security management, Portfolio Development, Process Dplanning, Datacenter, Enterprise Security management, Portfolio Development, Process Develo...

For a skilled business analyst, contingency planning can consist of several sub-concepts that include critical business process analysis (usually performed by business impact analysts), business continuity planning, impact tolerance, disaster prevention and Recovery Time Objective (RTO) determination, among others.

Developed business continuity plans, to include response plans for avian influenza, significant natural disasters and labor stoppages.

Supervised deployment and maintenance of web services for main business application with 24/7 uptime and handled business continuity planning.

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