Mid-Florida ACP Chapter JULY Meeting
Topic: Best Communications Practices for Business Continuity & Incident Management
Date: Thursday, July 16, 2020; 11:30 am - 1:30 pm
Location: Your Computer (If you have a camera, please join us online - it'll be good to see faces)
Presentation Description: If you struggle at times to get your continuity messaging heard, attend our July 16 meeting where Patrick Pol and Lisa Matheson will share their tips and experiences to improve your communications. In addition to a strong foundation of communication basics, they will cover change management, formatting and relationship building.
Patrick Pol - Now in his 23rd year with the company, Patrick Pol leads the Retail Community Bank Incident Management Team for Truist Financial, the 6th largest commercial bank in the US with responsibility for its Business Continuity Management, Incident Management and Client Incident Management programs.
In this current capacity, he is revising the incident management framework and overseeing the development of business continuity plans for each function in reaction to the post-merger integration of heritage SunTrust and BB&T to support growth to 22,000 teammates and more than 10 million clients.
Under his leadership, the SunTrust’s Consumer segment developed its first unified crisis management plan and an integrated client crisis communications protocol to drive a better client experience when communities are affected by disaster. Additionally, his Risk and Compliance Support team created and rolled efforts to help teams manage risk and change.
Patrick was recruited from the Atlanta Federal Reserve Bank where he spent 19 years in operations, primarily in the Automated Clearing House (ACH) sector.
In addition to being a Certified Business Continuity Professional (CBCP), Patrick currently holds green belt certification in Lean Six Sigma and is working toward his black belt. He has trained more than 200 teammates in Lean Six Sigma with an eye on their attaining their yellow or green belts as part of an overall efficiency improvement program.
He attended Houston Baptist University on a full academic music scholarship. He has fond memories of his singing group’s month-long European tour, with notable performances at Notre Dame in Paris and several cathedrals in Germany.
Patrick lives in Grayson, Georgia with his wife Dianne. They have 3 grown children and 9 grandchildren.
Lisa Matheson - A passionate proponent for business resiliency as the Incident Management Program Manager for Truist’s Retail line of business. In this role, she is responsible for governance development, situational awareness monitoring and communications, incident coordination and project management.
Over her 14-year career at SunTrust, she’s coordinated strategic planning and performance management reporting for Banking Operations; served as the company’s alternate Corporate Incident Response manager; conducted change management efforts for the multi-year SunTrust Enterprise Risk Program; led communications and event planning for the Office of Community Engagement; and supported teams in Corporate Strategies and Consumer Finance. Most recently, she managed the Private Wealth Management business continuity plan portfolio and led the Life Safety Team Program for the SunTrust’s two main headquarters buildings in Atlanta.
Lisa’s love of disaster work began when she worked as a Public Affairs Officer for the Georgia Emergency Management Agency (GEMA). She provided media relations, crisis communications and social media management for 11 years as public affairs volunteer with the American Red Cross. Lisa has been recognized with the President's Volunteer Service Award and multiple awards from the Red Cross and SunTrust. She is also the founder and CEO of Crisis Whisperer, LLC, a boutique crisis and reputation management consulting firm heavily focused on communications.
She was selected to serve as one of the 300 inaugural SunTrust Cybersecurity Champions in 2019. Lisa also serves on the national Marketing and Communications Committee for the Association of Continuity Professionals and earned her Certified Business Continuity Professional (CBCP) credential. She holds a B.A. in English and a Master’s degree in Public Administration from the University of West Georgia.
Lisa lives in Atlanta, Georgia and spends her off-time dabbling in artistic endeavors and volunteers with animal rescue and conservation organizations providing communications and nonprofit management strategy as well as social media management and graphic design services.