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Agenda

Strategies to Effectively Scale the Business and Best Practices for Accounting and Reporting

September 25-26, 2018
  • Boston, MA

Agenda

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, SEPTEMBER 25, 2018

7:15

Registration and Continental Breakfast

8:15

Conference Co-Chairs’ Welcome and Opening Remarks

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

John Lanza
National Life Sciences Industry Leader
RSM US LLP

Strategies to Drive Growth and Commercial Success
in an Innovative Life Sciences Company

8:40

OPENING KEYNOTE PANEL Leading in Finance and Creating Value —
The Art and Science of the CFO in Today’s Cutting-Edge Biopharma Company

MODERATOR:

William T. Roberts
Partner, Americas Financial Accounting Advisory Services
Ernst & Young LLP

PANELISTS:

Chris Lindblom
Vice President, Finance and Operations
Warp Drive Bio

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals

Kory Wentworth
Vice President, Finance and Principal Accounting Officer
bluebird bio

9:30

Key Considerations for Life Science Talent Sourcing

Brian Filippini
President
Concord Management Group Int’l

10:00

Networking and Refreshment Break

10:30

FINANCING UPDATE Capital Markets Update and Overview —
Deal-Making and Exit Strategies Prevailing in the Life Sciences Sector

Ryan Udell
Partner and Co-Chair, Corporate and Securities Group
White and Williams LLP

11:10

What to Consider When Planning an IPO

David Lewin
Managing Director and Leader of the New England Accounting Advisory Practice
CBIZ & MHM

Jane Lin
Consultant in the New England Accounting Advisory Practice
CBIZ & MHM

11:55

IPO PANEL IPO Watch-Outs and Insights for Transitioning, Commercializing and Scaling the Business

MODERATOR:

David A. Ethridge
U.S. IPO Services Leader, Capital Markets and Accounting Advisory Services
PwC

PANELISTS:

Marc Belsky
Chief Financial Officer
Kezar Life Sciences

Kim Cobleigh Drapkin
Chief Financial Officer
Jounce Therapeutics, Inc.

Stephen Garbacz
Senior Vice President of Finance and Operations
Spero Therapeutics

12:35

Networking Luncheon

Market Trends, Regulations and
Healthcare Sector Forces of Change

1:40

Product Pricing Pressures, Government Programs and Commercialization Trends — How to Position for Launch Excellence

Chris Cobourn
Managing Director
KPMG

2:20

Corporate Tax Reform and Key Implications to Life Sciences Companies

Mark Gauthier
Managing Director, Accounting for Income Taxes
CFGI

Joel Gardosik
Partner
CFGI

3:00

Prevailing Issues in Risk Management and Strategies for Third-Party Contract Compliance

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

Maggie Berkeley
Director
RSM US LLP

Nate Ruey
Partner
RSM US LLP

3:45

Networking and Refreshment Break

4:15

CHOOSE BETWEEN TWO IN-CONFERENCE SUMMITS (I-II)

I. Women’s Leadership Summit

Spotlights power players in the Finance function and shares stories on career paths, mentorship and leadership.

FACILITATOR:

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

PANELISTS:

Gisele Dion
Chief Accounting Officer
Shire

Nancy Dong
Vice President, Finance & Administration
ContraFect Corp.

Amy Diebler
Vice President, Finance and Chief Financial Officer
Chiesi USA Inc.

Federica “Freddi” O’Brien
President, CFO, O’Brien Consulting, LLC;
former CFO, Barrier Therapeutics, Cardiokine Inc., Cervilenz Inc., Cerecor Inc., Complexa Inc.

 

II. Financial Transformation and Enterprise Systems Excellence Summit

Shares strategies for small-midsize companies to leverage enterprise systems to advance the business with transparency and enhanced decision-making.

Peter Emerling
Director, Technology and Management Consulting
RSM US LLP

Kim Susko
Consulting Director
RSM US LLP

5:30

Close of Day One

Networking, Wine and Cheese Reception immediately following the final session on day one

DAY TWO WEDNESDAY, SEPTEMBER 26, 2018

7:15

Continental Breakfast

8:15

Conference Co-Chairs’ Review of Day One

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

John Lanza
National Life Sciences Industry Leader
RSM US LLP

Hot Topics in Accounting and SEC Reporting

8:30

SEC Hot Topics, Regulatory Issues and Comment Letter Review

Ryan Dolan
Partner, Co-Leader of Life Sciences Practice
CFGI

9:15

PANEL DISCUSSION Lease Accounting and Effective Implementation of ASC 842

MODERATOR:

Mike Gregorski
Partner, National Director of Risk - Technical Accounting Consulting
RSM US LLP

PANELISTS:

Sima Basher
Associate Director, Corporate Consolidation & Financial Reporting
Bristol-Myers Squibb

Dan Carlson
Consultant, Accounting and Financial Reporting
Eli Lilly & Co

Robert Auslander
Vice President, Technical Accounting and Policy
Valeant Pharmaceuticals

10:00

Networking and Refreshment Break

10:30

Implications of the New Revenue Recognition Standard

Jennifer Kimmel
National Assurance Director
BDO

11:15

Deals, Licensing and R&D Collaborations —
Best Practices for Accounting and Reporting

Kelly MacDonald
Senior Director, Financial Planning & Analysis
Ironwood Pharmaceuticals

Sabrina Basu
Director, External Reporting, Technical Accounting and Internal Controls
Ironwood Pharmaceuticals

Commercialization Strategies and Business Models
for New Product Success

12:00

Product Commercialization Strategies for New Launch Success

Richard Capasso
Executive Director
Ernst & Young LLP

Chandan Dargan
Senior Manager, Americas Financial Accounting Advisory Services - Life Sciences
Ernst & Young

Stephanie Albanese
Director Commercial Accounting & Reporting
Biogen, Inc.

12:45

Networking Luncheon
Close of Conference Immediately Follows Lunch

Agenda

Want more agenda details? Download the brochure.

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, SEPTEMBER 25, 2018

7:15

Registration and Continental Breakfast

8:15

Conference Co-Chairs’ Welcome and Opening Remarks

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

John Lanza
National Life Sciences Industry Leader
RSM US LLP

Strategies to Drive Growth and Commercial Success
in an Innovative Life Sciences Company

8:40

OPENING KEYNOTE PANEL Leading in Finance and Creating Value —
The Art and Science of the CFO in Today’s Cutting-Edge Biopharma Company

MODERATOR:

William T. Roberts
Partner, Americas Financial Accounting Advisory Services
Ernst & Young LLP

PANELISTS:

Chris Lindblom
Vice President, Finance and Operations
Warp Drive Bio

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals

Kory Wentworth
Vice President, Finance and Principal Accounting Officer
bluebird bio

9:30

Key Considerations for Life Science Talent Sourcing

Brian Filippini
President
Concord Management Group Int’l

10:00

Networking and Refreshment Break

10:30

FINANCING UPDATE Capital Markets Update and Overview —
Deal-Making and Exit Strategies Prevailing in the Life Sciences Sector

Ryan Udell
Partner and Co-Chair, Corporate and Securities Group
White and Williams LLP

11:10

What to Consider When Planning an IPO

David Lewin
Managing Director and Leader of the New England Accounting Advisory Practice
CBIZ & MHM

Jane Lin
Consultant in the New England Accounting Advisory Practice
CBIZ & MHM

11:55

IPO PANEL IPO Watch-Outs and Insights for Transitioning, Commercializing and Scaling the Business

MODERATOR:

David A. Ethridge
U.S. IPO Services Leader, Capital Markets and Accounting Advisory Services
PwC

PANELISTS:

Marc Belsky
Chief Financial Officer
Kezar Life Sciences

Kim Cobleigh Drapkin
Chief Financial Officer
Jounce Therapeutics, Inc.

Stephen Garbacz
Senior Vice President of Finance and Operations
Spero Therapeutics

12:35

Networking Luncheon

Market Trends, Regulations and
Healthcare Sector Forces of Change

1:40

Product Pricing Pressures, Government Programs and Commercialization Trends — How to Position for Launch Excellence

Chris Cobourn
Managing Director
KPMG

2:20

Corporate Tax Reform and Key Implications to Life Sciences Companies

Mark Gauthier
Managing Director, Accounting for Income Taxes
CFGI

Joel Gardosik
Partner
CFGI

3:00

Prevailing Issues in Risk Management and Strategies for Third-Party Contract Compliance

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

Maggie Berkeley
Director
RSM US LLP

Nate Ruey
Partner
RSM US LLP

3:45

Networking and Refreshment Break

4:15

CHOOSE BETWEEN TWO IN-CONFERENCE SUMMITS (I-II)

I. Women’s Leadership Summit

Spotlights power players in the Finance function and shares stories on career paths, mentorship and leadership.

FACILITATOR:

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

PANELISTS:

Gisele Dion
Chief Accounting Officer
Shire

Nancy Dong
Vice President, Finance & Administration
ContraFect Corp.

Amy Diebler
Vice President, Finance and Chief Financial Officer
Chiesi USA Inc.

Federica “Freddi” O’Brien
President, CFO, O’Brien Consulting, LLC;
former CFO, Barrier Therapeutics, Cardiokine Inc., Cervilenz Inc., Cerecor Inc., Complexa Inc.

 

II. Financial Transformation and Enterprise Systems Excellence Summit

Shares strategies for small-midsize companies to leverage enterprise systems to advance the business with transparency and enhanced decision-making.

Peter Emerling
Director, Technology and Management Consulting
RSM US LLP

Kim Susko
Consulting Director
RSM US LLP

5:30

Close of Day One

Networking, Wine and Cheese Reception immediately following the final session on day one

DAY TWO WEDNESDAY, SEPTEMBER 26, 2018

7:15

Continental Breakfast

8:15

Conference Co-Chairs’ Review of Day One

Nancy Aubrey
Risk Advisory Services, Life Sciences Industry
RSM US LLP

John Lanza
National Life Sciences Industry Leader
RSM US LLP

Hot Topics in Accounting and SEC Reporting

8:30

SEC Hot Topics, Regulatory Issues and Comment Letter Review

Ryan Dolan
Partner, Co-Leader of Life Sciences Practice
CFGI

9:15

PANEL DISCUSSION Lease Accounting and Effective Implementation of ASC 842

MODERATOR:

Mike Gregorski
Partner, National Director of Risk - Technical Accounting Consulting
RSM US LLP

PANELISTS:

Sima Basher
Associate Director, Corporate Consolidation & Financial Reporting
Bristol-Myers Squibb

Dan Carlson
Consultant, Accounting and Financial Reporting
Eli Lilly & Co

Robert Auslander
Vice President, Technical Accounting and Policy
Valeant Pharmaceuticals

10:00

Networking and Refreshment Break

10:30

Implications of the New Revenue Recognition Standard

Jennifer Kimmel
National Assurance Director
BDO

11:15

Deals, Licensing and R&D Collaborations —
Best Practices for Accounting and Reporting

Kelly MacDonald
Senior Director, Financial Planning & Analysis
Ironwood Pharmaceuticals

Sabrina Basu
Director, External Reporting, Technical Accounting and Internal Controls
Ironwood Pharmaceuticals

Commercialization Strategies and Business Models
for New Product Success

12:00

Product Commercialization Strategies for New Launch Success

Richard Capasso
Executive Director
Ernst & Young LLP

Chandan Dargan
Senior Manager, Americas Financial Accounting Advisory Services - Life Sciences
Ernst & Young

Stephanie Albanese
Director Commercial Accounting & Reporting
Biogen, Inc.

12:45

Networking Luncheon
Close of Conference Immediately Follows Lunch