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Agenda

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

September 24-25, 2019
  • Boston, MA

Agenda

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, SEPTEMBER 24, 2019

7:30

Registration and Breakfast

8:15

Co-Chair’s Welcome Remarks

Nancy Aubrey
Partner, Risk Consulting Services, Biotech/Life Science Industry
RSM US LLP

John Lanza
Partner, National Life Sciences Industry Leader
RSM US LLP

8:45

Life Sciences Sector Industry Update

Adam Lohr
Assurance Partner and Senior Analyst
RSM US LLP

Capital-Raising and Investment Models

9:05

PANEL DISCUSSION Funding Models —
Strategies to Access Capital and Pave a Runway for Commercial Success

MODERATOR:

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

PANELISTS:

Shane Kovacs
Chief Business and Financial Officer
BlueRock Therapeutics

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals

10:00

Valuation Considerations for Transactions and Executive Compensation

Lidia Borshcheva
Director, Valuation Services
CFGI

10:45

Networking and Refreshment Break

11:15

The Role of the CFO in an Era of Cybersecurity and Data Privacy Concerns

Daimon Geopfert
National Leader, Security & Privacy Risk Consulting
RSM US LLP

12:10

PANEL DISCUSSION CFO and Board Member Pearls of Wisdom for External Communications — Investor Relations, Board Communications and Audit Committee Interactions

MODERATOR:

William Roberts
Partner
Ernst & Young LLP

PANELISTS:

David Lowrance
Chief Financial Officer
Savara Pharmaceuticals

Jack Crowley
CFO
PGDx, Inc.

Arnie Hanish
Biotech Board Member; former Vice President of Finance
and Chief Accounting Officer
Eli Lilly & Co

1:00

Networking Luncheon

Leadership Strategies

2:00

ERP System Implementation and Seamless Financial Transformation —
Proven Approaches to Propel and Scale the Business

James Neal
Managing Partner
AdaptaLogix

2:45

PANEL DISCUSSION Accounting Hot Topics, Staying Ahead on Standards and Ensuring Excellence in Financial Reporting

MODERATOR:

Jennifer Kimmel
National Assurance Director
BDO

PANELISTS:

Gisele Dion
Chief Accounting Officer
Takeda

Cindy Anderson
Chief Accounting Officer
Alnylam

3:30

Networking and Refreshment Break

4:00

CFO KEYNOTE PANEL CFO Insights on Scaling for Growth Within an Innovative Company

MODERATOR:

Michael Webster
Director, Technology Consulting
RSM US, LLP

PANELISTS:

Troy Ignelzi
Chief Financial Officer
Karuna Therapeutics

Gina Consylman
Chief Financial Officer
Ironwood Pharmaceuticals

Michael Mason
Chief Financial Officer
Karyopharm

Chip Baird
Chief Financial Officer
bluebird bio (Invited)

Jack Crowley
CFO
PGDx, Inc.

5:00

Close of Day One

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

DAY TWO WEDNESDAY, SEPTEMBER 25, 2019

7:30

BREAKFAST DISCUSSION Culture, Diversity and Inclusion — The Secret to Leadership Excellence

FACILITATOR:

Tracey Walker
National Senior Director, Government Affairs;
Culture, Diversity and Inclusion, RSM US LLP

8:30

Chair’s Welcome Remarks and Review of Day One

8:45

Tax Considerations for Emerging Companies

Philip Koesters
Senior Director, Accounting
Sunovion Pharmaceuticals

9:30

Strategies for Building an Efficient and Value-Driven Tax and Accounting Function

David Lewin
Managing Director & Leader, New England Accounting Advisory Practice
CBIZ & MHM

Tom McGauley
Director, New England Accounting Advisory Practice
CBIZ & MHM

Michael Corrente
Managing Director & Leader, New England Life Sciences Practice
CBIZ & MHM

Mary Anne Henry
Director, New England Tax Group
CBIZ & MHM

10:15

Networking and Refreshment Break

10:45

CHOOSE BETWEEN TWO PROGRAMMED TRACKS (I-II)

I.  CLINICAL-STAGE

10:45

IPO Readiness Roadmap

11:30

EXTENDED SESSION CRO and Biotech Collaboration — Oversight of Outsourced Service Providers

Jon Freve
Chief Financial Officer
Spring Bank Pharmaceuticals

Frank Leu
Chief Executive Officer
Novapeutics

Richard Butterworth
Senior Director Alliance Management,
Service Provider Management,
Global Clinical Operations
Merck

Ryan Dolan
Partner
CFGI

Kelly Provost
Managing Director
CFGI

 
II.  COMMERCIAL-STAGE

10:45

New Product Launch Roadmap

Rick Capasso
Executive Director, FAAS Life Sciences
Ernst & Young LLP

11:30

EXTENDED SESSION Product Pricing, Contracting and Access — A Deep-Dive Session

Chris Cobourn
Managing Director
KPMG LLP

Mark Ginestro
Principal
KPMG LLP

12:45

Networking Luncheon

1:45

GTN Models and Best Practices for Forecasts, Estimates and Accruals

Angelina Pigna
Director, PSO GTN
IntegriChain

Melanie Morel-Ferris
Controller
Akcea Therapeutics

Systems and Digital Finance

2:30

Digital Finance —
Advanced Applications in A.I., Robotics and Analytics Within Finance

Robert Wells
Managing Director
CFGI

3:15

Co-Chair’s Closing Remarks

Nancy Aubrey
Partner, Risk Consulting Services, Biotech/Life Science Industry
RSM US LLP

John Lanza
Partner, National Life Sciences Industry Leader
RSM US LLP

3:20

Close of Conference

Agenda

Want more agenda details? Download the brochure.

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, SEPTEMBER 24, 2019

7:30

Registration and Breakfast

8:15

Co-Chair’s Welcome Remarks

Nancy Aubrey
Partner, Risk Consulting Services, Biotech/Life Science Industry
RSM US LLP

John Lanza
Partner, National Life Sciences Industry Leader
RSM US LLP

8:45

Life Sciences Sector Industry Update

Adam Lohr
Assurance Partner and Senior Analyst
RSM US LLP

Capital-Raising and Investment Models

9:05

PANEL DISCUSSION Funding Models —
Strategies to Access Capital and Pave a Runway for Commercial Success

MODERATOR:

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

PANELISTS:

Shane Kovacs
Chief Business and Financial Officer
BlueRock Therapeutics

Ted Myles
Executive Vice President and Chief Financial Officer
AMAG Pharmaceuticals

10:00

Valuation Considerations for Transactions and Executive Compensation

Lidia Borshcheva
Director, Valuation Services
CFGI

10:45

Networking and Refreshment Break

11:15

The Role of the CFO in an Era of Cybersecurity and Data Privacy Concerns

Daimon Geopfert
National Leader, Security & Privacy Risk Consulting
RSM US LLP

12:10

PANEL DISCUSSION CFO and Board Member Pearls of Wisdom for External Communications — Investor Relations, Board Communications and Audit Committee Interactions

MODERATOR:

William Roberts
Partner
Ernst & Young LLP

PANELISTS:

David Lowrance
Chief Financial Officer
Savara Pharmaceuticals

Jack Crowley
CFO
PGDx, Inc.

Arnie Hanish
Biotech Board Member; former Vice President of Finance
and Chief Accounting Officer
Eli Lilly & Co

1:00

Networking Luncheon

Leadership Strategies

2:00

ERP System Implementation and Seamless Financial Transformation —
Proven Approaches to Propel and Scale the Business

James Neal
Managing Partner
AdaptaLogix

2:45

PANEL DISCUSSION Accounting Hot Topics, Staying Ahead on Standards and Ensuring Excellence in Financial Reporting

MODERATOR:

Jennifer Kimmel
National Assurance Director
BDO

PANELISTS:

Gisele Dion
Chief Accounting Officer
Takeda

Cindy Anderson
Chief Accounting Officer
Alnylam

3:30

Networking and Refreshment Break

4:00

CFO KEYNOTE PANEL CFO Insights on Scaling for Growth Within an Innovative Company

MODERATOR:

Michael Webster
Director, Technology Consulting
RSM US, LLP

PANELISTS:

Troy Ignelzi
Chief Financial Officer
Karuna Therapeutics

Gina Consylman
Chief Financial Officer
Ironwood Pharmaceuticals

Michael Mason
Chief Financial Officer
Karyopharm

Chip Baird
Chief Financial Officer
bluebird bio (Invited)

Jack Crowley
CFO
PGDx, Inc.

5:00

Close of Day One

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

DAY TWO WEDNESDAY, SEPTEMBER 25, 2019

7:30

BREAKFAST DISCUSSION Culture, Diversity and Inclusion — The Secret to Leadership Excellence

FACILITATOR:

Tracey Walker
National Senior Director, Government Affairs;
Culture, Diversity and Inclusion, RSM US LLP

8:30

Chair’s Welcome Remarks and Review of Day One

8:45

Tax Considerations for Emerging Companies

Philip Koesters
Senior Director, Accounting
Sunovion Pharmaceuticals

9:30

Strategies for Building an Efficient and Value-Driven Tax and Accounting Function

David Lewin
Managing Director & Leader, New England Accounting Advisory Practice
CBIZ & MHM

Tom McGauley
Director, New England Accounting Advisory Practice
CBIZ & MHM

Michael Corrente
Managing Director & Leader, New England Life Sciences Practice
CBIZ & MHM

Mary Anne Henry
Director, New England Tax Group
CBIZ & MHM

10:15

Networking and Refreshment Break

10:45

CHOOSE BETWEEN TWO PROGRAMMED TRACKS (I-II)

I.  CLINICAL-STAGE

10:45

IPO Readiness Roadmap

11:30

EXTENDED SESSION CRO and Biotech Collaboration — Oversight of Outsourced Service Providers

Jon Freve
Chief Financial Officer
Spring Bank Pharmaceuticals

Frank Leu
Chief Executive Officer
Novapeutics

Richard Butterworth
Senior Director Alliance Management,
Service Provider Management,
Global Clinical Operations
Merck

Ryan Dolan
Partner
CFGI

Kelly Provost
Managing Director
CFGI

 
II.  COMMERCIAL-STAGE

10:45

New Product Launch Roadmap

Rick Capasso
Executive Director, FAAS Life Sciences
Ernst & Young LLP

11:30

EXTENDED SESSION Product Pricing, Contracting and Access — A Deep-Dive Session

Chris Cobourn
Managing Director
KPMG LLP

Mark Ginestro
Principal
KPMG LLP

12:45

Networking Luncheon

1:45

GTN Models and Best Practices for Forecasts, Estimates and Accruals

Angelina Pigna
Director, PSO GTN
IntegriChain

Melanie Morel-Ferris
Controller
Akcea Therapeutics

Systems and Digital Finance

2:30

Digital Finance —
Advanced Applications in A.I., Robotics and Analytics Within Finance

Robert Wells
Managing Director
CFGI

3:15

Co-Chair’s Closing Remarks

Nancy Aubrey
Partner, Risk Consulting Services, Biotech/Life Science Industry
RSM US LLP

John Lanza
Partner, National Life Sciences Industry Leader
RSM US LLP

3:20

Close of Conference