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Agenda

The World’s Largest and Highest Acclaimed Life Sciences Event for CFOs, Controllers and Finance Executives

March 20-22, 2019
  • Philadelphia, PA

Agenda

Want more agenda details? Download the brochure.

DAY ONE WEDNESDAY, MARCH 20, 2019

9:00

Pre-Congress Registration

10:00

CHOOSE FROM 3 PRE-CONGRESS BREAKOUT SESSIONS (I-III)

I. 101 Boot Camp

Gain foundational knowledge across a broad spectrum of central topics. The Boot Camp is a valuable session for newcomers to the industry or for those looking for a refresher on complex and changing standards and regulations.

Michael Lombardo
Partner
Deloitte & Touche LLP

Rich Holtz
Senior Manager
Deloitte & Touche LLP

Silvia Bassily
Senior Manager
Deloitte & Touche LLP

Jenny Gilmore
Managing Director
Deloitte & Touche LLP

II. New Product Commercialization/Launch Strategies

Poise for success in advance of a new product launch by gaining commercialization best practices and market entry success factors.

Graham Poles
Partner
PwC

Zachary Weisbly
Director
PwC

Manmeet S. Soni
Chief Financial Officer
Alnylam Pharmaceuticals, Inc.

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals, Inc.

III. Industry-Only Roundtable Session

Participate in a hot topic exchange and industry-only roundtable, as accounting leaders from life science companies delve into pressing matters, emerging accounting guidance issues, shared challenges and areas of disparity in practice. Limited to Corporate Preparers only, and suggested for senior-level Technical Accounting, Controllership and Reporting professionals.

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

10:45

Networking and Refreshment Break

12:00

General Registration

1:00

CHOOSE BETWEEN TWO NETWORKING SUMMITS (A-B)

A. Newcomer’s Orientation and Welcome Summit

SUMMIT DISCUSSION LEADERS:

James D’Arreca
Senior Vice President and
Chief Accounting Officer
Allergan plc

Robert Owens
Vice President and Chief Accountant
BMS

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

 
B. Women’s Leadership Summit

SUMMIT DISCUSSION LEADERS:

Laura Robinette
US Pharmaceutical and
Life Sciences Assurance Leader
PwC

Toni Lockett Cromwell
Partner
PwC

DISCUSSION CONTRIBUTORS:

Gisele Dion
Senior Vice President,
Chief Accounting Officer and Controller
Shire

Jill McConnell
Chief Financial Officer
Covance

Cynthia Schwalm
retired CEO, Ipsen;
current Biotech Board Member

Jennifer Ziolkowski
Chief Financial Officer
Solid Biosciences

2:00

Networking and Refreshment Break

GENERAL SESSION

2:30

Chairperson’s Welcoming Remarks

Cathy Engelbert
CEO
Deloitte

2:45

CEO Fireside Chat — Candid Conversation on Key Business and Industry Topics

Cathy Engelbert
CEO
Deloitte

Heather Bresch
CEO
Mylan

3:30

CFO KEYNOTE PANEL Leading in Finance and Navigating the Course of Change

MODERATOR:

Laura Robinette
US Pharmaceutical and Life Sciences Assurance Leader
PwC

PANELISTS:

Blaise Coleman
Chief Financial Officer
Endo

Paolo Tombesi
Chief Financial Officer
Insmed Incorporated

Mark W. Hahn
Chief Financial Officer
Dova Pharmaceuticals, Inc.

4:30

REGULATORY INSIGHTS PANEL Making Strides in the Relevance and Effectiveness of Financial Reporting

MODERATOR:

Christine Davine
Deputy Managing Partner – Quality & Professional Practice
Deloitte & Touche LLP

PANELISTS:

James G. Kaiser
Board Member
PCAOB

Sagar Teotia
Deputy Chief Accountant
U.S. Securities and Exchange Commission

5:15

Industry Spotlight — SEC Insights and
Comment Letter Reviews of Life Science and Health Companies

James Rosenberg
Senior Assistant Chief Accountant, Office of Health Care and Insurance
U.S. Securities and Exchange Commission

Christine Davine
Deputy Managing Partner – Quality & Professional Practice
Deloitte & Touche LLP

5:40

Close of Day One

OPENING NIGHT RECEPTION COMMENCES immediately following the final session on day one Hosted by: Ernst & Young

DAY TWO THURSDAY, MARCH 21, 2019

6:00

“Rocky Run”   Hosted by: PwC

Join PwC and industry colleagues in a morning “Rocky Run”. Participants depart the hotel at 6am and run just under 2 miles to the Philadelphia Art Museum, ascending the famous Rocky Steps and taking a photo with Rocky’s statue. Do not miss this traditional Philadelphia right of passage! Return transportation provided.

7:00

Breakfast

8:00

Co-Chair’s Welcome and Opening Remarks

Jeff Ellis
Partner, U.S. Life Sciences and Healthcare Audit Leader
Deloitte & Touche LLP

8:15

WALL STREET AND INVESTMENT PANEL Impactful Deals and Breakthroughs Impacting the Life Science Marketplace

MODERATER:

Pamela Yanakopulos
Partner, Capital Market and Accounting Advisory
PwC

PANELISTS:

Jeffrey Schwartz
Managing Director, Life Sciences
Bain Capital

Arvind Kush
Managing Director, Healthcare Investment Banking
Bank of America Merrill Lynch

Robert W. Liptak
Senior Managing Director
Blackstone Lifesciences

9:00

Pricing, Reimbursement and Outcomes-Based Contracting Models —
An Inflection Point of Change for Today’s Life Science Landscape

Sasha Richardson
Executive Director – Advisory Lifesciences, Commercial Strategy
Ernst & Young LLP

Daniel Lujan
Senior Manager, Assurance Services
Ernst & Young LLP

Jason Helgerson
Fellow
United States of Care

9:40

Value-Based Healthcare and Implications for Finance and Accounting Teams

Mark Drozdowski
Partner, National Audit Leader, Life Sciences
KPMG

Peter Gilmore
Principal, Life Sciences
KPMG

Brian Fields
Partner
KPMG

10:20

Networking and Refreshment Break

10:50

LUMINARY SEGMENT Digital Transformation and Innovation within Healthcare and Life Sciences and Its Impact on Patients

MODERATED BY:

Tim Gordon
Global Health Sciences and Wellness Leader
Ernst & Young LLP

PANEL:

Brian Garcia
Chief Technology Officer, EngagedIN;
former CTO, Aetna

Dina Katabi
Professor of Electrical Engineering and Computer Science;
Director, MIT Center for Wireless Networks & Mobile Computing
MIT

Ravi Parikh, MD, MPP
Fellow, Hematology and Oncology
University of Pennsylvania

Bank of America Merrill Lynch logo

12:50

Networking Luncheon Hosted by:

1:50

CHOOSE FROM FOUR CONCURRENT WORKSHOPS (A-D)

A Credit Losses — Standard Changes and Implementation Considerations

Erik Bradbury
Partner, Financial Accounting Advisory Services
Ernst & Young LLP

Joseph Soviero
Executive Director, Financial Accounting Advisory Services
Ernst & Young LLP

Aarika Friend, CPA, MBA
Project Manager
Financial Accounting Standards Board (FASB)

Michele Mahon
Senior Director, Technical Accounting – Accounting Advisory Services
Pfizer Inc

B Corporate Tax Reform Implications

Peter Foster
Manager, Industry Tax Practice
PwC US

Janice Mays
Managing Director – Tax Policy Services
PwC US

C M&A and Licensing —
The Art and Science of Valuations

Andreas Chrysostomou
Managing Director, Global Leader – Healthcare Life Sciences Industry
Duff & Phelps

D Digital Technologies, Automation and
Advanced Analytics in Finance

Tom Garry
Manager, Core Operations
Pfizer Inc

Alex Smith
Partner
Deloitte & Touche LLP

2:40

Networking and Refreshment Break Hosted by:

3:10

CHOOSE FROM FOUR CONCURRENT WORKSHOPS (E-H)

E Lease Accounting — ASC 842 Implementation

Christopher Nyers
Partner
CFGI

Jeremy C. Brinkerhoff
Managing Director
CFGI

F GTN Models and Frameworks

Michael Makovec
Partner
Deloitte & Touche LLP

Joseph J. Reilly
Executive Director & Controller, US Pharmaceuticals
Bristol-Myers Squibb

Larry Breen
Director, Financial Planning & Analysis / Revenue Analytics
Sunovion Pharmaceuticals

Jeffrey R. Miller
Vice President, Revenue Management
Recro Pharma, Inc.

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

G Maximizing Capital Efficiency and R&D Productivity to Fuel Innovation in BioPharma

Alasdair Milton
Vice President, Life Sciences at Parthenon
Ernst & Young LLP

Arda Ural, PhD
Partner, Life Sciences, Transaction Advisory Services
Ernst & Young LLP

Prem Tumkosit
Managing Director, Merck Global Health Innovation Fund, LLC
Merck Global Health Innovation Group

Michael Kostelansky
Director, Global Business Development
Daiichi Sankyo

H Accounting for Collaborations

Tim Kocses
Director, Corporate Technical Accounting
Bristol-Myers Squibb Company

Erica Vandell-DeMarco
Director
The Siegfried Group, LLP

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

Tom Cunningham
Assistant Controller
Merck & Co

4:00

Coffee Break

4:20

CHOOSE FROM FOUR CONCURRENT SUMMITS (I-L)

I Business Transformation and
Next-Generation Finance

Candice Cantelli Meklis
Vice President
Archetype

Patrick Coyle
former Vice President, Financial Planning and Analysis
Insmed

J Divestitures and
Portfolio Optimization Strategies

Mitesh Maheshwari
Executive Director, Americas Financial Accounting Advisory
Ernst & Young LLP

Subin Baral
Life Sciences Transactions Partner
Ernst & Young LLP

Carl Stanzione
Senior Director of Finance, A&D
Johnson & Johnson

Fred Munsch
Vice President, Assistant Controller
Bausch Health

Paul DeBartolo
VP Lead Controller
Pfizer Inc

K Payer Negotiations for Improved Profitability
— A Role Play Exercise

Murray Kay
Trainer; former SVP and CFO, Solvay Pharmaceuticals;
former Commercial Controller, AbbVie & Abbott Laboratories

L Deal Integration and Best Practices Post M&A

Erica Vandell-DeMarco
Director
The Siegfried Group, LLP

Tara Ruggeri
Head, North America Technical Accounting
Sanofi US

James D’Arreca
Senior Vice President and Chief Accounting Officer
Allergan plc

Michael Walker
Senior Finance Director
Janssen Research & Development

5:20

Close of Day Two

Please Join Us for a Cocktail Reception Immediately Following the Close of Workshops Hosted by: Deloitte logo

DAY THREE FRIDAY, MARCH 22, 2019

7:15

Breakfast

TRACKED PROGRAMMING

8:15

CHOOSE FROM THREE CONCURRENT TRACKS OF CONTENT (I-III)

TRACK I LARGE COMPANY SESSIONS

TRACK CHAIR:

Dennis Howell
Partner
Deloitte & Touche LLP

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Accounting and SEC Reporting Hot Topics — Key Considerations for
Corporate Controllers and Chief Accountants in the Year Ahead

MODERATOR:

Ryan Dolan
Partner
CFGI

PANELISTS:

Kevin MacKay
Vice President, Global Technical Accounting Advisory Services and Policy
Pfizer Inc

James D’Arreca
Senior Vice President and Chief Accounting Officer
Allergan plc

Gisele Dion
Senior Vice President, Chief Accounting Officer and Controller
Taketa

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

9:15

PANEL Critical Audit Matters — A Look at the New Auditor’s Report and
Key Implications for Corporate Preparers

MODERATOR:

Jeff Ellis
Partner, U.S. Life Sciences and Healthcare Audit Leader
Deloitte & Touche LLP

PANELISTS:

Matt Busch
Executive Director, Corporate Accounting
Amgen

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

10:00

Networking and Refreshment Break

10:30

Leases —
Next Steps to Optimize Organizational Processes and Systems for ASC842

Melissa Bird
Senior Manager, FAAS
Ernst & Young LLP

Joshua Jenkins
Manager, Global Financial Solutions, Record to Report
Pfizer Inc

Meghan Crossman
Director of Technical Accounting
Zoetis

11:15

Technology-Enabled Carve-Outs and Divestitures

Shurjo K. Sen
Deals Partner
PwC

Karen Santiago
Senior Vice President and Corporate Controller
Bristol-Myers Squibb

Nitin Lalwani
Deals Partner
PwC

TRACK II EMERGING COMPANY SESSIONS

TRACK CHAIR:

Brian Jobe
Partner
Deloitte & Touche LLP

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Scaling for Growth and Taking a Company Commercial —
Pearls of Wisdom from CFOs

MODERATOR:

William Roberts
Partner
Ernst & Young LLP

PANELISTS:

Rhonda Chicko
Chief Financial Officer
Scholar Rock

Manmeet S. Soni
Chief Financial Officer
Alnylam Pharmaceuticals, Inc.

Mark W. Hahn
Chief Financial Officer
Dova Pharmaceuticals, Inc.

9:15

Strategies for Middle Market Companies to Succeed in an Ultra-Competitive Marketplace — Leadership, Governance and Stakeholder Engagement

Todd Berry
Assurance Partner and National Co-Leader, Life Sciences
BDO USA LLP

Jeff Jaramillo
Partner, National SEC Services Practice
BDO USA LLP

Amy Rojik
National Assurance Partner
BDO USA LLP

Steven Katz
President
Steven Katz & Associates, Inc.

Thomas P. Hess
Senior Vice President and Chief Financial Officer
Genomind

10:00

Networking and Refreshment Break

10:30

PANEL Capital Creation, Success Runways and Strategic Resource Allocation for
Early to Mid-Stage Companies

MODERATOR:

Ravi Raghunathan
Partner
CohnReznick LLP

PANELISTS:

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals, Inc.

Dominic Piscitelli
Chief Financial Officer
AnaptysBio

Stephen Garbacz
Senior Vice President, Finance and Operations
Spero Therapeutics

11:15

Emerging Company Roadmap to Launch and Beyond

Jennifer Sharpe
Executive Advisor, Revenue Analytics Collaborative
daVIZta, Inc.

Leigh Anne Siino
Director of Sales
daVIZta, Inc.

Melanie Morel-Ferris
Controller
Akcea Therapeutics

TRACK III DEVICE AND HEALTH TECH SESSIONS

TRACK CHAIR:

John Sichak
Partner
PwC

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Key Accounting and Financial Reporting Matters —
Practical Strategies and Insights for Device Companies

MODERATOR:

John Sichak
Partner
PwC

PANELISTS:

Thomas Spoerel
Vice President of Finance and Controller
BD

Mary Wilcox
Chief Accounting Officer
Medtronic

William E. Berry Jr.
Vice President, Corporate Controller and Principal Accounting Officer
Stryker

9:15

PANEL Innovations, M&A, Evolution and Disruption in the Health Tech Market

MODERATORS:

Brian Whisnant
Partner
Deloitte & Touche LLP

Joseph Bakutes
Audit and Assurance Senior Manager
Deloitte & Touche LLP

PANELISTS:

Dan Gusz
Head of Product and Strategy
AdhereTech

Jon Swope
Global Healthcare Investment Banking
Bank of America Merrill Lynch

10:00

Networking and Refreshment Break

10:30

Close of Track III;
Attendee’s welcome to Join Sessions in Track I or II

12:00

Close of Tracks and Networking Luncheon

1:00

CLOSING SYMPOSIA (A-C)

A Automation and Blockchain — Impact to Forecasting, Financial Planning and Other Processes

James C. Canterbury
Principal, EY Risk Advisory
Ernst & Young LLP

Chen Zur
Principal, US CGP Blockchain practive Leader
Ernst & Young LLP

Rick Capasso
Executive Director, Americas Financial Accounting Advisory Services
Ernst & Young LLP

B The Future Workforce — Strategies to Empower the Team, Elevate Talent and Cultivate a Winning Culture

Randy Brown
Principal
PwC Advisory

Marla Graeber
Principal, Health Industries People and Change Practice Leader
PwC

C SOX Optimization – Strategies for Global Business Controls, Oversight and Compliance

Angela DeVito
Head of Global Business Controls
Bristol-Myers Squibb

Michael L. Briganti
Director, International Business Controls Function Lead
Bristol-Myers Squibb

2:00

Close of Congress

Agenda

Want more agenda details? Download the brochure.

Want more agenda details? Download the brochure.

DAY ONE WEDNESDAY, MARCH 20, 2019

9:00

Pre-Congress Registration

10:00

CHOOSE FROM 3 PRE-CONGRESS BREAKOUT SESSIONS (I-III)

I. 101 Boot Camp

Gain foundational knowledge across a broad spectrum of central topics. The Boot Camp is a valuable session for newcomers to the industry or for those looking for a refresher on complex and changing standards and regulations.

Michael Lombardo
Partner
Deloitte & Touche LLP

Rich Holtz
Senior Manager
Deloitte & Touche LLP

Silvia Bassily
Senior Manager
Deloitte & Touche LLP

Jenny Gilmore
Managing Director
Deloitte & Touche LLP

II. New Product Commercialization/Launch Strategies

Poise for success in advance of a new product launch by gaining commercialization best practices and market entry success factors.

Graham Poles
Partner
PwC

Zachary Weisbly
Director
PwC

Manmeet S. Soni
Chief Financial Officer
Alnylam Pharmaceuticals, Inc.

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals, Inc.

III. Industry-Only Roundtable Session

Participate in a hot topic exchange and industry-only roundtable, as accounting leaders from life science companies delve into pressing matters, emerging accounting guidance issues, shared challenges and areas of disparity in practice. Limited to Corporate Preparers only, and suggested for senior-level Technical Accounting, Controllership and Reporting professionals.

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

10:45

Networking and Refreshment Break

12:00

General Registration

1:00

CHOOSE BETWEEN TWO NETWORKING SUMMITS (A-B)

A. Newcomer’s Orientation and Welcome Summit

SUMMIT DISCUSSION LEADERS:

James D’Arreca
Senior Vice President and
Chief Accounting Officer
Allergan plc

Robert Owens
Vice President and Chief Accountant
BMS

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

 
B. Women’s Leadership Summit

SUMMIT DISCUSSION LEADERS:

Laura Robinette
US Pharmaceutical and
Life Sciences Assurance Leader
PwC

Toni Lockett Cromwell
Partner
PwC

DISCUSSION CONTRIBUTORS:

Gisele Dion
Senior Vice President,
Chief Accounting Officer and Controller
Shire

Jill McConnell
Chief Financial Officer
Covance

Cynthia Schwalm
retired CEO, Ipsen;
current Biotech Board Member

Jennifer Ziolkowski
Chief Financial Officer
Solid Biosciences

2:00

Networking and Refreshment Break

GENERAL SESSION

2:30

Chairperson’s Welcoming Remarks

Cathy Engelbert
CEO
Deloitte

2:45

CEO Fireside Chat — Candid Conversation on Key Business and Industry Topics

Cathy Engelbert
CEO
Deloitte

Heather Bresch
CEO
Mylan

3:30

CFO KEYNOTE PANEL Leading in Finance and Navigating the Course of Change

MODERATOR:

Laura Robinette
US Pharmaceutical and Life Sciences Assurance Leader
PwC

PANELISTS:

Blaise Coleman
Chief Financial Officer
Endo

Paolo Tombesi
Chief Financial Officer
Insmed Incorporated

Mark W. Hahn
Chief Financial Officer
Dova Pharmaceuticals, Inc.

4:30

REGULATORY INSIGHTS PANEL Making Strides in the Relevance and Effectiveness of Financial Reporting

MODERATOR:

Christine Davine
Deputy Managing Partner – Quality & Professional Practice
Deloitte & Touche LLP

PANELISTS:

James G. Kaiser
Board Member
PCAOB

Sagar Teotia
Deputy Chief Accountant
U.S. Securities and Exchange Commission

5:15

Industry Spotlight — SEC Insights and
Comment Letter Reviews of Life Science and Health Companies

James Rosenberg
Senior Assistant Chief Accountant, Office of Health Care and Insurance
U.S. Securities and Exchange Commission

Christine Davine
Deputy Managing Partner – Quality & Professional Practice
Deloitte & Touche LLP

5:40

Close of Day One

OPENING NIGHT RECEPTION COMMENCES immediately following the final session on day one Hosted by: Ernst & Young

DAY TWO THURSDAY, MARCH 21, 2019

6:00

“Rocky Run”   Hosted by: PwC

Join PwC and industry colleagues in a morning “Rocky Run”. Participants depart the hotel at 6am and run just under 2 miles to the Philadelphia Art Museum, ascending the famous Rocky Steps and taking a photo with Rocky’s statue. Do not miss this traditional Philadelphia right of passage! Return transportation provided.

7:00

Breakfast

8:00

Co-Chair’s Welcome and Opening Remarks

Jeff Ellis
Partner, U.S. Life Sciences and Healthcare Audit Leader
Deloitte & Touche LLP

8:15

WALL STREET AND INVESTMENT PANEL Impactful Deals and Breakthroughs Impacting the Life Science Marketplace

MODERATER:

Pamela Yanakopulos
Partner, Capital Market and Accounting Advisory
PwC

PANELISTS:

Jeffrey Schwartz
Managing Director, Life Sciences
Bain Capital

Arvind Kush
Managing Director, Healthcare Investment Banking
Bank of America Merrill Lynch

Robert W. Liptak
Senior Managing Director
Blackstone Lifesciences

9:00

Pricing, Reimbursement and Outcomes-Based Contracting Models —
An Inflection Point of Change for Today’s Life Science Landscape

Sasha Richardson
Executive Director – Advisory Lifesciences, Commercial Strategy
Ernst & Young LLP

Daniel Lujan
Senior Manager, Assurance Services
Ernst & Young LLP

Jason Helgerson
Fellow
United States of Care

9:40

Value-Based Healthcare and Implications for Finance and Accounting Teams

Mark Drozdowski
Partner, National Audit Leader, Life Sciences
KPMG

Peter Gilmore
Principal, Life Sciences
KPMG

Brian Fields
Partner
KPMG

10:20

Networking and Refreshment Break

10:50

LUMINARY SEGMENT Digital Transformation and Innovation within Healthcare and Life Sciences and Its Impact on Patients

MODERATED BY:

Tim Gordon
Global Health Sciences and Wellness Leader
Ernst & Young LLP

PANEL:

Brian Garcia
Chief Technology Officer, EngagedIN;
former CTO, Aetna

Dina Katabi
Professor of Electrical Engineering and Computer Science;
Director, MIT Center for Wireless Networks & Mobile Computing
MIT

Ravi Parikh, MD, MPP
Fellow, Hematology and Oncology
University of Pennsylvania

Bank of America Merrill Lynch logo

12:50

Networking Luncheon Hosted by:

1:50

CHOOSE FROM FOUR CONCURRENT WORKSHOPS (A-D)

A Credit Losses — Standard Changes and Implementation Considerations

Erik Bradbury
Partner, Financial Accounting Advisory Services
Ernst & Young LLP

Joseph Soviero
Executive Director, Financial Accounting Advisory Services
Ernst & Young LLP

Aarika Friend, CPA, MBA
Project Manager
Financial Accounting Standards Board (FASB)

Michele Mahon
Senior Director, Technical Accounting – Accounting Advisory Services
Pfizer Inc

B Corporate Tax Reform Implications

Peter Foster
Manager, Industry Tax Practice
PwC US

Janice Mays
Managing Director – Tax Policy Services
PwC US

C M&A and Licensing —
The Art and Science of Valuations

Andreas Chrysostomou
Managing Director, Global Leader – Healthcare Life Sciences Industry
Duff & Phelps

D Digital Technologies, Automation and
Advanced Analytics in Finance

Tom Garry
Manager, Core Operations
Pfizer Inc

Alex Smith
Partner
Deloitte & Touche LLP

2:40

Networking and Refreshment Break Hosted by:

3:10

CHOOSE FROM FOUR CONCURRENT WORKSHOPS (E-H)

E Lease Accounting — ASC 842 Implementation

Christopher Nyers
Partner
CFGI

Jeremy C. Brinkerhoff
Managing Director
CFGI

F GTN Models and Frameworks

Michael Makovec
Partner
Deloitte & Touche LLP

Joseph J. Reilly
Executive Director & Controller, US Pharmaceuticals
Bristol-Myers Squibb

Larry Breen
Director, Financial Planning & Analysis / Revenue Analytics
Sunovion Pharmaceuticals

Jeffrey R. Miller
Vice President, Revenue Management
Recro Pharma, Inc.

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

G Maximizing Capital Efficiency and R&D Productivity to Fuel Innovation in BioPharma

Alasdair Milton
Vice President, Life Sciences at Parthenon
Ernst & Young LLP

Arda Ural, PhD
Partner, Life Sciences, Transaction Advisory Services
Ernst & Young LLP

Prem Tumkosit
Managing Director, Merck Global Health Innovation Fund, LLC
Merck Global Health Innovation Group

Michael Kostelansky
Director, Global Business Development
Daiichi Sankyo

H Accounting for Collaborations

Tim Kocses
Director, Corporate Technical Accounting
Bristol-Myers Squibb Company

Erica Vandell-DeMarco
Director
The Siegfried Group, LLP

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

Tom Cunningham
Assistant Controller
Merck & Co

4:00

Coffee Break

4:20

CHOOSE FROM FOUR CONCURRENT SUMMITS (I-L)

I Business Transformation and
Next-Generation Finance

Candice Cantelli Meklis
Vice President
Archetype

Patrick Coyle
former Vice President, Financial Planning and Analysis
Insmed

J Divestitures and
Portfolio Optimization Strategies

Mitesh Maheshwari
Executive Director, Americas Financial Accounting Advisory
Ernst & Young LLP

Subin Baral
Life Sciences Transactions Partner
Ernst & Young LLP

Carl Stanzione
Senior Director of Finance, A&D
Johnson & Johnson

Fred Munsch
Vice President, Assistant Controller
Bausch Health

Paul DeBartolo
VP Lead Controller
Pfizer Inc

K Payer Negotiations for Improved Profitability
— A Role Play Exercise

Murray Kay
Trainer; former SVP and CFO, Solvay Pharmaceuticals;
former Commercial Controller, AbbVie & Abbott Laboratories

L Deal Integration and Best Practices Post M&A

Erica Vandell-DeMarco
Director
The Siegfried Group, LLP

Tara Ruggeri
Head, North America Technical Accounting
Sanofi US

James D’Arreca
Senior Vice President and Chief Accounting Officer
Allergan plc

Michael Walker
Senior Finance Director
Janssen Research & Development

5:20

Close of Day Two

Please Join Us for a Cocktail Reception Immediately Following the Close of Workshops Hosted by: Deloitte logo

DAY THREE FRIDAY, MARCH 22, 2019

7:15

Breakfast

TRACKED PROGRAMMING

8:15

CHOOSE FROM THREE CONCURRENT TRACKS OF CONTENT (I-III)

TRACK I LARGE COMPANY SESSIONS

TRACK CHAIR:

Dennis Howell
Partner
Deloitte & Touche LLP

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Accounting and SEC Reporting Hot Topics — Key Considerations for
Corporate Controllers and Chief Accountants in the Year Ahead

MODERATOR:

Ryan Dolan
Partner
CFGI

PANELISTS:

Kevin MacKay
Vice President, Global Technical Accounting Advisory Services and Policy
Pfizer Inc

James D’Arreca
Senior Vice President and Chief Accounting Officer
Allergan plc

Gisele Dion
Senior Vice President, Chief Accounting Officer and Controller
Taketa

Stephen Rivera
Vice President, Global Technical Accounting Advisory Services and Policy
Johnson & Johnson

9:15

PANEL Critical Audit Matters — A Look at the New Auditor’s Report and
Key Implications for Corporate Preparers

MODERATOR:

Jeff Ellis
Partner, U.S. Life Sciences and Healthcare Audit Leader
Deloitte & Touche LLP

PANELISTS:

Matt Busch
Executive Director, Corporate Accounting
Amgen

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

10:00

Networking and Refreshment Break

10:30

Leases —
Next Steps to Optimize Organizational Processes and Systems for ASC842

Melissa Bird
Senior Manager, FAAS
Ernst & Young LLP

Joshua Jenkins
Manager, Global Financial Solutions, Record to Report
Pfizer Inc

Meghan Crossman
Director of Technical Accounting
Zoetis

11:15

Technology-Enabled Carve-Outs and Divestitures

Shurjo K. Sen
Deals Partner
PwC

Karen Santiago
Senior Vice President and Corporate Controller
Bristol-Myers Squibb

Nitin Lalwani
Deals Partner
PwC

TRACK II EMERGING COMPANY SESSIONS

TRACK CHAIR:

Brian Jobe
Partner
Deloitte & Touche LLP

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Scaling for Growth and Taking a Company Commercial —
Pearls of Wisdom from CFOs

MODERATOR:

William Roberts
Partner
Ernst & Young LLP

PANELISTS:

Rhonda Chicko
Chief Financial Officer
Scholar Rock

Manmeet S. Soni
Chief Financial Officer
Alnylam Pharmaceuticals, Inc.

Mark W. Hahn
Chief Financial Officer
Dova Pharmaceuticals, Inc.

9:15

Strategies for Middle Market Companies to Succeed in an Ultra-Competitive Marketplace — Leadership, Governance and Stakeholder Engagement

Todd Berry
Assurance Partner and National Co-Leader, Life Sciences
BDO USA LLP

Jeff Jaramillo
Partner, National SEC Services Practice
BDO USA LLP

Amy Rojik
National Assurance Partner
BDO USA LLP

Steven Katz
President
Steven Katz & Associates, Inc.

Thomas P. Hess
Senior Vice President and Chief Financial Officer
Genomind

10:00

Networking and Refreshment Break

10:30

PANEL Capital Creation, Success Runways and Strategic Resource Allocation for
Early to Mid-Stage Companies

MODERATOR:

Ravi Raghunathan
Partner
CohnReznick LLP

PANELISTS:

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals, Inc.

Dominic Piscitelli
Chief Financial Officer
AnaptysBio

Stephen Garbacz
Senior Vice President, Finance and Operations
Spero Therapeutics

11:15

Emerging Company Roadmap to Launch and Beyond

Jennifer Sharpe
Executive Advisor, Revenue Analytics Collaborative
daVIZta, Inc.

Leigh Anne Siino
Director of Sales
daVIZta, Inc.

Melanie Morel-Ferris
Controller
Akcea Therapeutics

TRACK III DEVICE AND HEALTH TECH SESSIONS

TRACK CHAIR:

John Sichak
Partner
PwC

8:15

Track Chairperson’s Opening Remarks

8:30

OPENING LEADERSHIP PANEL Key Accounting and Financial Reporting Matters —
Practical Strategies and Insights for Device Companies

MODERATOR:

John Sichak
Partner
PwC

PANELISTS:

Thomas Spoerel
Vice President of Finance and Controller
BD

Mary Wilcox
Chief Accounting Officer
Medtronic

William E. Berry Jr.
Vice President, Corporate Controller and Principal Accounting Officer
Stryker

9:15

PANEL Innovations, M&A, Evolution and Disruption in the Health Tech Market

MODERATORS:

Brian Whisnant
Partner
Deloitte & Touche LLP

Joseph Bakutes
Audit and Assurance Senior Manager
Deloitte & Touche LLP

PANELISTS:

Dan Gusz
Head of Product and Strategy
AdhereTech

Jon Swope
Global Healthcare Investment Banking
Bank of America Merrill Lynch

10:00

Networking and Refreshment Break

10:30

Close of Track III;
Attendee’s welcome to Join Sessions in Track I or II

12:00

Close of Tracks and Networking Luncheon

1:00

CLOSING SYMPOSIA (A-C)

A Automation and Blockchain — Impact to Forecasting, Financial Planning and Other Processes

James C. Canterbury
Principal, EY Risk Advisory
Ernst & Young LLP

Chen Zur
Principal, US CGP Blockchain practive Leader
Ernst & Young LLP

Rick Capasso
Executive Director, Americas Financial Accounting Advisory Services
Ernst & Young LLP

B The Future Workforce — Strategies to Empower the Team, Elevate Talent and Cultivate a Winning Culture

Randy Brown
Principal
PwC Advisory

Marla Graeber
Principal, Health Industries People and Change Practice Leader
PwC

C SOX Optimization – Strategies for Global Business Controls, Oversight and Compliance

Angela DeVito
Head of Global Business Controls
Bristol-Myers Squibb

Michael L. Briganti
Director, International Business Controls Function Lead
Bristol-Myers Squibb

2:00

Close of Congress