©2005 Investment Company Institute. All rights reserved. Information may be abridged and therefore incomplete.
Communications from the Institute do not constitute, and should not be considered a substitute for, legal advice.
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November 10, 2005
TO: TECHNOLOGY ADVISORY COMMITTEE No. 23-05
RE: COMMITTEE UPDATE
As we previously informed you1 the next meeting of the Technology Advisory
Committee and BCP Sub-Committee will take place on Thursday and Friday February 16 & 17,
2006 at the Investment Company Institute, 1401 H Street, 12 Floor, NW, Washington, DC. The
Committee meeting will begin at 9:00 a.m. on February 16th with the “shop talk” discussion and
conclude at approximately 3:00 p.m. The BCP Sub-Committee meeting will begin at 9:00 a.m. on
February 17th with the “shop talk” discussion and conclude at approximately 3:00 p.m.
Participants are encouraged to attend both meetings. Committee participants are urged to
submit “shop talk” questions as soon as possible for use during the February meetings.
BCP Working Group
At the October Committee meeting it was agreed that we would form a working group
to develop a business continuity template for use by Institute members to assist in conducting
BCP evaluations of critical business partners. Peggy Lynnes, Vice President, Business
Continuity, The Capital Group Companies, Inc., will lead the working group. If you would like
to participate in the working group, please notify Peter Salmon at 202/326-5869 or
salmon@ici.org. Space is limited.
BCP Survey
As an attachment to this memo you will find summary results from the Institute’s BCP
Benchmarking Survey that were distributed at the October Committee meeting. Availability of
more detailed, quantitative analysis of each survey question is expected by year-end. The
Institute will make the results available to you at that time.
Avian Flu
Several questions with respect to the avian flu and crisis management in general were
raised at the October meeting. Mike Curry, Principal, The Vanguard Group, Inc., has kindly
1 See Technology Advisory Committee No. 22-05, (November 2, 2005).
2
forwarded some additional information on both subjects. Additional facts on the H5N1 virus
are included in the attachment. For information on crisis management please see The Wall
Street Journal, September 14, 2005, Opinion Section, The Five Stages of Crisis-Management, by
Jack Welch.
If you have any questions regarding any of the above topics you may contact Peter
Salmon at 202/326-5869 or salmon@ici.org. We look forward to seeing you in Washington!
John Phelan Michael L. Curry Peter G. Salmon
Senior Vice President Principal, Planning & Director – Operations
The Capital Group Companies, Inc. Development & Technology
Chairman, Technology Advisory The Vanguard Group, Inc.
Committee Chairman, BCP Sub-
Committee
Attachment no. 1 (in .pdf format)