Disaster Recovery Planning

6 Credits: Information Technology


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Disaster Recovery Planning

Course Level
CPE Credits

6 Credits: Information Technology

Course Description

Even a well-run company can be brought down by a disaster, such as a fire or flood. In the Disaster Recovery Planning course, we describe how to identify risk areas and create and test a plan for how to deal with them. Topics covered include risk analysis, developing a recovery strategy, crisis management, disaster recovery priorities, and dozens of best practices for mitigating all kinds of disasters. This is the go-to guide for setting up a disaster recovery plan.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the triggering events for disaster recovery planning.
  • Specify the roles of the parties identified in a disaster recovery plan.
  • Identify how the scope should be set for a disaster recovery plan.
  • Specify the nature of the recovery time objective and recovery point objective.
  • Identify the different tranches of risk types.
  • Recall the risk evaluation information that can be obtained from federal agencies.
  • Specify the purpose of a recovery strategy.
  • Specify which assets should be included on an asset identification list.
  • Specify why spare parts storage should be centralized.
  • Recall the type of user for which a disaster recovery plan should be written.
  • Recall the tools that can accompany the different types of recovery plans.
  • Specify the different recovery options for a work space.
  • Recall how to distribute a disaster recovery plan to targeted recipients.
  • Recall who needs to be kept informed about a disaster.
  • Recall how and where an emergency operations center should be set up and configured.
  • Specify the assumptions underlying an IT recovery plan.
  • Identify the requirements for a proper recovery plan testing strategy.
  • Recall how various company policies can be adjusted to align with company needs in a disaster.
  • Specify the information that should be shared with customers during an emergency.
  • Recall how to identify critical business records for extraction during an emergency.
  • Recall the storage protocols for business records.
  • Specify the types of fires on which various types of fire extinguishers should be used.
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Course Specifics

Course ID
Revision Date
March 19, 2024

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …