Perspective Users’ Conference Perspective Users’ Conference
agenda
March 1 -2, 2016
St. Pete Beach, Florida
agenda
On March 1st and 2nd, we will
be hosting our customers at
beautiful St. Pete Beach, Florida.
This two day event will provide
an opportunity for attendees
to network with leaders in
the security and investigation
industry. Our event capacity is
140 people, so act fast!
Industry Content
The event will feature over 25 hours of original content including keynote sessions,
breakouts, product roadmap presentation, customer panel discussions, executive workshops,
and product training.
Networking Opportunity
Meet with over 100 of your industry peers. The event provides a number of opportunities to
discuss experiences in formal and social settings.
Product Training
Take in up to six hours of product training on Day 2. Over 15 different session topics on offer.
Laptops will be provided for all who take part.
New this Year!
We’ll be introducing Customer Recognition Awards, as well as parallel tracks on Day 1 and Day 2
to tailor your learning even more. On Day 2 we will be featuring an Executive Workshop.
Perspective Users’ Conference
agenda
February 29
4:00-6:00 PM
General Registration (Lobby)
7:00-9:00 PM
Welcome Reception (Courtyard)
March 1
8:30-9:00 AM
Breakfast & Registration (Main Room)
9:00-9:45 AM
Welcome Address (Main Room)
9:45-10:30 AM
What’s New in Perspective & 2016 Roadmap
10:30-10:45 AM Break
Risk & Incidents: Same
10:45-12:00 PM Playground – Different Castles
(Main Room)
Securing the
Nation’s Largest Pro Talk: Connectors &
Health Care
Integration (Room 2)
Centers (Room 1)
12:00-1:00 PM
Lunch (Main Room)
1:00-2:00 PM
Keynote (Main Room)
2:00-2:15 PM
Break (Main Room)
2:15-3:15 PM
Pro Talk: Stump the Chumps!
(Main Room)
Perspective
Anywhere!
(Room 1)
3:15-4:15 PM
Industry Session
Industry Session Industry Session
4:15-6:00 PM
Free time
6:00 PM+
Cocktails & Customer Appreciation Dinner
Sponsored by SureView Systems
Growing Pains (Room 2)
March 2
8:30-9:00 AM
Breakfast & Registration
Track 1: New
Users (Room 1)
Track 2:
Investigations
& Reporting
(Room 2)
Track 3:
Advanced
Reporting
(Room 3)
Track 4:
Security
Operations
Track 5:
Executive Track
Perspective Users’ Conference
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March 2 (Continued)
Introduction to
9:00-10:00 AM Perspective –
Part 1
Dispatch
Admin – Rights Analysis Expert V5.0 – Basic
& Privileges
– Query Building Features
Demo
Introduction to
10:00-11:00 AM Perspective –
Part 2
Dispatch V5.0
Analysis Expert
Admin – Forms
– Advanced
– Analyzing your
& Labels
Features
Data
Demo
Analysis
11:00-12:00 PM Expert – Query Web Portal
Building
Risk. Managed.
– An Executive
Workshop
Introduction to
Custom Reports
Dispatch V5.0
– Planning for
your Upgrade
Custom Reports
– Tables
Dispatch –
GRC Cloud:
Advanced
Introductory
Administration Overview
12:00-1:00 PM
Lunch (Main Room)
1:00-2:00 PM
Admin – Rights Investigations
& Privileges
& Cases
2:00-3:00 PM
Analysis
Expert – Query
Admin – Forms
Custom Reports
Building (With
& Labels
– Crosstabs
a Focus on
Investigations)
3:00-4:00 PM
Web Portal
Analysis
Expert –
Analyzing your Custom Reports
Data (With
– Charts
a Focus on
Investigations)
4:00-5:00 PM
Mixer
Business
Intelligence
– A User’s
Experience
Analysis
Expert –
Analyzing your
Data (With
a Focus on
Dispatch)
Perspective Users’ Conference
agenda
Session Descriptions (March 1)
Welcome Address (9:00 AM – Main Room)
Speakers: Will Anderson, CEO; Brian McIlravey, EVP
This has been an exciting year for our customers and employees. Will and Brian will speak
to our company’s vision, mission, and values; industry trends, and strategies as we move
towards the future.
What’s New in Perspective & 2016 Roadmap (9:45 AM – Main Room)
Speaker: Ryan Thiessen, Director of Product Management
Struggling to keep up with what’s available for Perspective? How about what’s new and
what’s recently changed? During this general session, Ryan Thiessen, our Director of Product
Management, will showcase how Perspective has evolved over the past year, and he’ll share
our client-centric plan of action for 2016.
Risk & Incidents: Same Playground – Different Castles (10:45 AM – Main Room)
Speaker: Brian McIlravey, EVP
Risk, Risk Assessments, Impact Analysis, Consequence - uncertainty. With a common set of
terms, common approaches and foundations, risk and incidents are in the same playground
but are uniquely different castles built with the same sand. In this session, we’ll discuss
and explore how your incident program interrelates to your enterprise risk program, with
reference to the new ASIS/ANSI/ISO Standard developed in 2015.
Securing the Nation’s Largest
Health Care Centers (10:45 AM – Room 1)
CUSTOMER LED
Speakers: Bob Leahy, Massachusetts General;
Mike Wacker, The Children’s Mercy Hospital
In, get an inside view of how two of the largest medical facilities in the nation deal with
incidents and security on a daily basis and how their best practices keep their staff, patients
and the public safe.
Perspective Users’ Conference
agenda
Pro Talk: Connectors & Integration (10:45 AM – Room 2)
Speakers: Dan Ireland, Director of Strategic Alliance; Brad Rooke, Application Specialist;
Ryan Thiessen, Director of Product Management
Interact, Communicate, Integrate - a foundation principle of connecting Perspective and
your incident management program to your entire security process. In this session, see all
of the new, off-the-shelf integrations and connectors, talk to our partners, and ask about
what you want connected and how to do it!
From Paper & Pen to Digital Forensics – The Evolution of Investigative
Methods and How To Add Value To The Bottom Line (1:00 PM – Main Room)
Speakers: Raymond Smith, Sony Pictures Entertainment
Managing Investigations in a New Era - Ray Smith Ret. Law Enforcement and Ret. SVP of Sony
Pictures has spent 35 years investigating crime in both the public and private sectors. Join
us as Ray discusses how the era and methods of investigation have evolved over his career
and how he adapted those changes to benefit and add value to the bottom line. As a bonus,
he will also tie in how those changes greatly assisted in the incredible Sony Cyber Attack by
North Korea.
Pro Talk: Stump the Chumps! (2:15 PM – Main Room)
Speakers: Dale Yushchyshyn, Senior Application Specialist; Brad Rooke, Application
Specialist; Ryan Thiessen, Director of Product Management
Track – Perspective Knowledge Base
Want to ask em’ anything? Want to try and stump the foremost experts in Perspective? This is
your chance! Stump the Chump and win some swag!
Perspective Anywhere! (2:15 PM – Room 1)
Speaker: Michael Mics, Summit Consulting
CUSTOMER LED
Incident Management is Incident Management right? Can it be used anywhere, in any
industry? You want best practices? In this session, find out how long time Perspective
customer and advocate Michael Mics deployed Perspective across a major North
American University, then at a major Canadian College campus, then, a yearly live
concert event hosting hundreds of thousands of people. Get an inside view into the
importance of Perspective to each program and how vastly different the requirements
and environment were for each project.
Perspective Users’ Conference
agenda
Growing Pains (2:15 PM – Room 2)
Speakers: Melissa Davis, Application Specialist; Mary Holland, Pinnacle Entertainment
Expansion and growth often seem inevitable, and sometimes unavoidable. In this session,
hear from our SME, Melissa Davis, on how to avoid or adapt to some of the growing pains
when expanding Perspective. Then hear a longtime advocate and customer, Mary Holland,
discuss how she handled moving from IRIMS to Perspective, a major acquisition, disparate
groups, challenges from her exec, and how she kept it all going.
Industry Sessions (3:15 PM – Multiple Rooms)
It’s not always easy to share, or ask questions; in a large group setting… we realize that. So,
to facilitate discussion amongst attendees, we’re going to break you into like groups where
a moderator will lead Q&A and discussion. With so many Perspective users present in one
place, this session is all about sharing experiences, lessons learned and current challenges.
Training Sessions (March 2)
Tracks 1 through 4: Training sessions will be scheduled at different times on Day 2. Some of
the sessions will repeat. Please consult the schedule for details about time and location.
Administration – Forms & Labels: Learn how to setup and customize your Perspective
system, including how to change labels, add and maintain lookup lists, and how to specify
required fields.
Administration – Rights & Privileges: Get a handle on user security by learning more about
roles and users. Discover how to properly customize your system settings, setup roles and
user accounts, assign workgroups, and apply access levels.
Business Intelligence – A User’s Experience: In this customer led session, see firsthand how
Perspective user Jonathon Carrell of Blue Cross and Blue Shield of Alabama is approaching
performance management and reporting- including the unique aspect of integrating to an
external BI tool, Tableau. Note: Not Hands-On.
Analysis Expert – Analyzing your Data: Learn how to generate more advanced queries with
multiple criteria, and explore the options for analyzing your data once the query has executed
from charts to built-in Pivot Tables.
Analysis Expert – Query Building: Explore Analysis Expert, from navigation of the interface,
to creating and editing basic queries.
Perspective Users’ Conference
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Custom Reports – Tables: Explore how to add a table to a custom report including format
changes, grouping and adding sums and averages.
Custom Reports – Crosstabs: Discover how to implement Crosstabs which will allow you to
include multiple data layers in your reports by incorporating row and column layouts.
Custom reports – Charts: The Custom Report Designer provides different chart types that
can be added to a report – this session focuses on adjusting the appearance, properties and
controls for the charts.
Dispatching – Version 5.0 Basic Features Demo: Version 5.0 will be available shortly after
our Users’ Conference, during this session, our team will provide an in-depth preview of the
re-designed Dispatch interface. Note: Not Hands-On.
Dispatching – Version 5.0 Advanced Features Demo: Building on the Basic features session,
during the Advanced features session, Note: Not Hands-On.
Dispatching – Version 5.0 Planning for your Upgrade: As the new Version 5.0 will include a
number of new features, our team will provide planning guidance for how to approach your
upgrade – from which features you will need to configure to recommending training to help
your team succeed. Note: Not Hands-On.
Dispatching – Advanced Administration: This course will show you the administration side of
DispatchLog using the Perspective Administration module. You will learn how to provide users
with access to DispatchLog, build Dispatching Category lists, add officers and build in Visual
Alerts.
Introduction to Custom Reports: Explore our new Custom Reporting feature by learning how
to build a basic analysis expert query and custom report from scratch. Our team will walk you
through the initial navigation and basic features and then teach you how to build a report
hands-on.
Introduction to Perspective – Part 1: Perfect for new users! Learn how to navigate
Perspective, how to build views, and how to add persons, organizations, items, and vehicles.
Introduction to Perspective – Part 2: Building on the elements covered in Part 1, learn how to
add activities and incidents.
Introduction to What’s New: New releases can be overwhelming as you try to wrap your
head around what’s changed and what it means for you. Instead of teaching yourself how
to take advantage of the latest releases, join us for a point-by-point explanation of its
enhancements and how they work.
Perspective Users’ Conference
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Investigation & Cases: Walk through how to create an Investigation from and Incident, and
then incorporate multiple investigations into a Case.
Web Portal – User Basics to Administration: Interested in taking incident reporting beyond
security? Take our Web Portal session to learn how to share BOLO’s, Security Announcements
and submit incident reports.
Executive Track (March 2)
Risk. Managed. – An Executive Workshop (9:00 AM – Room 5)
Host/Moderators: Brian McIlravey, EVP; Joe Crampton, VP Product Design; Shayne Bates,
LMC Counsulting Group
This session will be co-hosted by Brian McIlravey and Joe Crampton, and moderated
by Shayne Bates. Shayne is an internationally recognized security executive with a rare
combination of consistent business achievement, and a key strategic business partner
to executive teams. He has experience with stakeholders on a global scale, including
Fortune 50, Government, Law Enforcement and Industry. Shayne was instrumental in the
development of the 2015 ASIS/ANSI/ISO Risk Assessment Standard.
In this half-day workshop, Shayne will facilitate a roundtable discussion focusing on the next
generation of enterprise risk, how it adapts and interacts with security and understanding
the fundamentals of how and where you need to apply it. In the second half, partake in an
interactive session on risk assessment and how to use the new Perspective toolsets for risk
and leverage your investment.
Note: Space is limited for this session. Pre-registration required.
The Connection between Security, Risk, and Compliance – An Introductory
Overview (1:00 PM – Room 5)
Host/Moderator: Joe Crampton, VP Product Design
In this working session, Joe will explore the inevitable connection between security, risk, and
compliance. How does Incident Management, Investigations, Continuous Monitoring, PSIM/
SIEM integration connect to Risk Management, Assurance, Internal Controls, Fraud, Business
Continuity, Compliance, IT Risk & Security, and Vendor Risk Management? In more ways than
you may think.
Joe is a 10 year veteran at Resolver and is instrumental in the product management and
design of our applications.
Perspective Users’ Conference
agenda
Keynote Speaker
Raymond Smith, Sony Pictures Entertainment
Raymond Smith, most recently, Senior Vice President of
Global Investigative and Forensic Services at Sony Pictures
Entertainment, has significant and varied experience
in both the public and private sectors. After spending
20 years in local law-enforcement, he has spent the
last 13 years in the corporate sector. While in the public
sector, he initiated, planned, and executed complex
criminal investigations involving hi tech crimes as well as
coordinated and led multiple law-enforcement agencies
in investigations and prosecution. While in the private
sector, he has, as a Certified Fraud Examiner, investigated
complex fraud and embezzlement, sensitive conflicts
of interest, thefts of intellectual property, economic
espionage, network abuse/intrusions, etc. His most
significant experience was the recent cyber-attack by North
Korea where he was the lead investigator for Sony pictures
working closely with the FBI and consultants to respond to
and address the threat.
Mr. Smith holds a Master of Arts degree in Organizational
Management/Business (MAOM), as well as a B.A. in the
Administration of Criminal Justice and Government. He
is a member of the High Technology Crime Investigator’s
Association (HTCIA), past VP and President of the Silicon
Valley Chapter as well as a member of the American
Society of Industrial Security (ASIS), and the Association of
Certified Fraud Examiners (ACFE).
Perspective Users’ Conference
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Platinum Sponsor
SureView Systems owns, develops, sells and supports the
Immix® product line. Immix® is a video centric software
platform designed to receive alarm events from video,
video analytics, access control, automation systems and
GPS location aware devices. The products are UL Certified
in the USA and BS8418 compliant in Europe. SureView
operates across three market spaces, Commercial
Monitoring Stations, large corporate organizations running
their own Command Centers and guard companies offering
blended technology and manpower services to their
customers.
Through offices based in the UK and the US SureView
has established leadership in video alarm management
software protecting customer locations worldwide. Visit
www.sureview.com
Gold Sponsor
Trackforce specializes in web-based and mobile
application platforms for real-time management of physical
security operations. Offering the most effective solutions
available, Trackforce’s GuardTek Software Suite is helping
1,000+ customers streamline their services with a quick
return on investment. This desktop and mobile software
includes features like geofencing and geotargeting to
track guards in real-time, customizable digital incident
reports, NFC tags and ruggedized smartphones for
intelligent tours, and more. In addition, GuardTek has an
integration with Perspective by PPM™, which allows for
visually enriched activity reports created by officers using
GuardTek to be automatically recorded in Perspective.
Trackforce – because real security happens in real-time.
Visit www.trackforce.com