Business Continuity Planning

Our goal is to help you create a business continuity plan that will keep your organization operational in the face of the unexpected

No one likes to deal with the reality that bad things can and do happen. How prepared is your organization to stay up and running in the event of a disaster that affects one or more of your business units or branches?


Cornerstone uses processes advocated by the Disaster Recovery Institute International (DRI) to review your organization’s business continuity plan and bring it into conformance with best practices.

 

 

The four major steps of this process are:

Risk Assessment & Impact Analysis
  • Cornerstone works with key members of your business units to devise a composite threat assessment by business area

  • We work with key business personnel to identify the resources they would need at time of disaster and prioritize the restoration of their key business functions so we can determine recovery time objectives (RTOs)

Design & Construction of the Plan
  • Cornerstone develops (or modifies) your Business Continuity Plan to accommodate recovery of the key functions of the business units

Testing & Maintenance of the Plan
  • Cornerstone assists you in developing a testing schedule of table top exercises and aids in the performance of the first series of tests

Our Team

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

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Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His

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Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

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Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

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Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency

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Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He

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Quintin has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple executive

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Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone

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Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including

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Andrea Lipo leads operations and information technology at Cornerstone Advisors. She leads process improvement, program management, strategy, and customer service

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Mary Anne Keegan leads Marketing at Cornerstone Advisors. Mary Anne’s prior experience includes leading marketing and corporate communications for global

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