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Agenda

The Industry Acclaimed Accounting Event Driving Practice Alignment and Financial Excellence

March 16-18, 2015
  • Philadelphia, PA

Agenda

Want more agenda details? Request the brochure

FULL-DAY SUMMIT MONDAY, MARCH 16, 2015

FINANCIAL PLANNING and ANALYSIS

9:30

FP&A Summit Registration

10:30

Chairperson’s Welcome and Opening Remarks

Brian W. Jobe
Partner, Life Sciences
Deloitte & Touche LLP

10:50

OPENING ADDRESS New Standards of Excellence for Finance as a Business Partner and Accelerator in Today’s Life Sciences Industry

Patrick R. Coyle
Global Oncology Controller
Bayer HealthCare Pharmaceuticals Inc.

Jennifer Sharpe
Director, Life Sciences
daVIZta Inc.

11:30

PANEL DISCUSSION Industry Excellence Panel —
Best Practices for Elevating Financial Planning and Business Analysis

Moderator:

Scott Leshinski
Managing Director
Huron Consulting Group

Panelists:

Zoran Berkovic
Vice President Finance, Global FPA
Mylan

Carl Hillier
Senior Director, Corporate Financial Analysis
Johnson & Johnson

Jacqueline Liu
Senior Director, Financial Planning and Analysis
FORMA Therapeutics, Inc.

12:30

Luncheon

1:30

Leveraging Data and Analytics to Optimize Forecasting and Business Planning

Harold Tamayo
Finance Executive, eQuipus™ Health;
former Corporate Vice President of Finance & Corporate Controller,
H.D. Smith

2:15

Forecasting, Financial Modeling and Models of Discounted Cash Flow —
Strategies for the Intersect of Financial Analysis and Reporting

Stephen Vernaleken
Manager, Sales/Demand Forecasting
Sanofi Aventis Pharmaceuticals

3:00

Networking and Refreshment Break

3:30

PANEL DISCUSSION R&D Project Financial Planning, Analysis and Budget Control

Panelists:

Wanda Ionescu
CEO
R&D Logic

Lynn M. Cilinski
Vice President, Controller and Treasurer
MacroGenics, Inc.

Sharon A. Barbari
Executive Vice President, Finance and Chief Financial Officer
Cytokinetics, Inc.

4:15

Sales/Revenue Forecasting and Contract Analytics That Drive Profitability

Jagadesh Rajan
Vice President of Finance
Virtus Pharmaceuticals, LLC

5:00

Close of FP&A Summit | Welcoming Reception

12:30

Main Registration

CHOOSE FROM TWO PRE-CONGRESS LEARNING SEMINARS

A 201 Boot Camp — Accounting and Financial Reporting in Life Science Companies

1:30

Seminar Leaders’ Welcome and Opening Remarks

I. Introduction to the Life Sciences Industry

II. Delve into Nuances of Contract Relationships & Statutory/Government Pricing

3:30

Networking and Refreshment Break

III. Basic Revenue Principles Applied to Pharma

IV. Gross-to-Net Principles

Seminar Leaders:

Matt Riviello
Partner
Deloitte & Touche LLP

Mike Makovec
Senior Manager
Deloitte & Touche LLP

Mike Lombardo
Senior Manager
Deloitte & Touche LLP

Phyllis Feeney
Executive Director of Pricing and Reimbursement
Bristol-Myers Squibb

5:00

Close of 201 Boot Camp Seminar

B GRC Excellence — Mitigating Risk and Strategies for Internal Controls

1:30

Seminar Leaders’ Welcome and Opening Remarks

I. Exploration of Prevailing and Evolving Risks

II. Deep Dive on Documentation and Business Requirements

3:30

Networking and Refreshment Break

III. Industry Panel on Working through Change

Seminar Leaders:

Marc Miller
Partner, Advisory Risk Consulting Leader – Life Sciences
KPMG LLP

Angela Hoon
Principal, ERM & GRC
KPMG LLP

Vishal Mehta
Director, ERM & GRC
KPMG LLP

David Levi
Executive Director, Business Controls
Bristol-Myers Squibb

Jason Pitofsky
Senior Director, Financial Reporting
Regeneron Pharmaceuticals, Inc.

Darshika Patel
Associate Director, Business Controls
Bristol-Myers Squibb

5:00

Close of GRC Excellence Seminar

MAIN CONGRESS TUESDAY, MARCH 17, 2015

7:30

Breakfast and Main Registration

8:10

Chairperson’s Welcome and Opening Remarks

Cathy Engelbert
Partner, Chairman and CEO
Deloitte & Touche LLP

8:30

OPENING KEYNOTE PANEL Innovation Tailwinds — New Thinking and Transformative Models Driving the Enterprise and Shareholder Return

Moderator:

Karen C. Young
U.S. Pharmaceutical and Life Sciences Assurance Leader
PwC

Panelists:

John J. Crowley
Corporate Senior Vice President,
Corporate Controller & Chief Accounting Officer
Charles River Laboratories

J. Kevin Buchi
President and Chief Executive Officer
TetraLogic Pharmaceuticals

William D. “Chip” Baird
Chief Financial Officer
Amicus Therapeutics

9:30

Networking and Refreshment Break

10:00

Industry Luminary Addresses

Dave DeMarco
Partner, Northeast Life Sciences Leader
Ernst & Young LLP

10:15

Taking Strides in Corporate Tax Reform —
Tax Policy’s Impact on Business Decisions

David Lewis
Chief Tax Officer
Eli Lilly & Co

10:45

Translating Accounting and Technical Regulations into Business and Deal Strategy — The Role of Accounting in Shaping Value

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

11:15

Industry Transformation —
The Role of Finance During Periods of Growth, Change and Globalization

Tim Gordon
Americas Leader of Financial Accounting Advisory Services — Life Sciences
Ernst & Young LLP

11:45

Moderated Q&A with Luminary Speakers

12:00

Luncheon

1:00

SEC Priorities and the Path Forward

Daniel Murdock
Deputy Chief Accountant
U.S. Securities and Exchange Commission

REGULATORY AND OVERSIGHT EXTENDED SESSION

Moderator:

Christine Q. Davine
National Director of SEC Services
Deloitte & Touche LLP

1:40

Review of SEC Comments in Life Sciences and Q&A with SEC

Joel Parker
Accounting Branch Chief, Division of Corporation Finance
U.S. Securities and Exchange Commission

2:30

Technical Guidance Updates from FASB and Initiatives Ahead

Cullen Walsh
Assistant Director
Financial Accounting Standards Board (FASB)

2:50

What to Expect from the PCAOB and Impact on Preparers

Jay Hanson
Board Member
Public Company Accounting Oversight Board (PCAOB)

3:15

Networking and Refreshment Break | Hosted by: CFGI

4:00

AUDIENCE CHOOSES FROM FIVE AFTERNOON WORKSHOPS

A VALUATION MODELS AND METHODOLOGIES

Workshop Leaders:

Michelle Mittelsteadt
Partner, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Tatjana Heller
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Chris Reinholz
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Workshop Speakers and Panelists:

James D’Arreca
Chief Accounting Officer
Actavis, Inc.

B TRANSACTION ACCOUNTING

Workshop Leaders:

Todd Pierro
Partner, M&A Transaction Services
Deloitte & Touche LLP

Jeff Ellis
Partner
Deloitte & Touche LLP

Workshop Speakers and Panelists:

Daphne Quimi
Amicus Therapeutics

Robert Owens
Assistant Controller
Bristol-Myers Squibb

C REVENUE PLAYBOOK — PROJECT PREPAREDNESS AND CONTRACT REVIEW

I. Practical Application of the New Revenue Standard

II. Effective Management and Oversight of Collaboration Agreements

Workshop Leaders:

Pamela Yanakopulos
Partner, Capital Markets and Accounting Advisory Services (CMAAS)
PwC

Joe Braido
Director, Forensic Services
PwC

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

D GROSS-TO-NET MASTER CLASS

Workshop Leader:

Jennifer Cain
Assurance Senior Manager
PwC

Workshop Speakers and Panelists:

Larry Breen
Director of Financial Planning and Analysis/Revenue Analytics
Sunovion Pharmaceuticals

Jeff Miller
Associate Director, Revenue Accounting
Impax Labs

David Levi
Executive Director, Business Controls
Bristol-Myers Squibb

E ASSET VALUATION AND TAX/TRANSFER PRICING IMPACTS

Workshop Leaders:

Susan Fickling-Munge
Managing Director
Duff & Phelps

Andreas Chrysostomou
Managing Director
Duff & Phelps

5:40

Close of Workshops | Cocktail Reception Hosted by: Deloitte

DAY THREE WEDNESDAY, MARCH 18, 2015

ATTENDEES CHOOSE BETWEEN 2 TRACKS,
WITH OPPORTUNITY TO MOVE BETWEEN SESSIONS

I TECHNICAL ACCOUNTING & PREPARER BEST PRACTICES

8:30

Track Chairperson’s Welcome and Review of Day One

Jeff Ellis
Partner
Deloitte & Touche LLP

8:45

PANEL DISCUSSION New Revenue Standard — Industry Strategies and Benchmarking for Assessment, Application and Implementation

Moderator:

Tim Gordon
Americas Leader of Financial Accounting Advisory Services — Life Sciences
Ernst & Young LLP

Panelists:

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

Robert Owens
Assistant Controller
Bristol-Myers Squibb

Tom Cunningham
Assistant Controller
Merck & Co

Derek Kosti
Divisional Controller
Pfizer Inc

9:45

Practical Application of Accounting Models for Licensing Arrangements

Cindy Anderson
Director of Financial Reporting and Compliance
Alexion Pharmaceuticals

Brent Sabatini
Director of Technical Accounting
Amgen

10:30

Networking and Refreshment Break

11:00

Business Combinations and Purchase Accounting —
Strategies to Optimize Transactions

Christine Zeikel
Business Valuation Principal
Deloitte FAS LLP

Camron Uhr
Senior Manager
Deloitte FAS LLP

11:45

Collaboration Accounting — Industry Cases

Michelle Mittelsteadt
Partner, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Chris Reinholz
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Peter Hornecker
Partner
Ernst & Young LLP

William Roberts
Senior Manager, Financial Accounting Advisory Services (FAAS)
Ernst & Young LLP

Mike Nathanson
Director of Accounting Advisory Services
Pfizer Inc

12:30

PANEL DISCUSSION Incorporating Downstream Inventory into Broader Gross-To-Net Accounting Practices

Moderator:

Shivani Patel
Director, Advanced Analytics
Integrichain

Panelists:

Larry Breen
Director of Financial Planning and Analysis/Revenue Analytics
Sunovion Pharmaceuticals

Karim Munir
Associate Director of Sales Analysis
Bristol-Myers Squibb

Stephen Vernaleken
Manager, Sales/Demand Forecasting
Sanofi Aventis Pharmaceuticals

1:15

Close of Track I

II FINANCE MODELS AND INVESTMENT STRATEGIES

8:30

Track Chairperson’s Welcome and Review of Day One

Chris Cooper
Partner, Deloitte & Touche LLP,
and National Audit Life Sciences Sector Leader

8:45

PANEL DISCUSSION Establishing an Optimal Financial Reporting Process Post-IPO —
Strategies to Excel in the Public Arena

Moderator:

James Quinlan
Partner
CFGI

Panelists:

Kevin McArdle
Chief Financial Officer
Histogenics Corporation

Brian Hahn
Chief Financial Officer
Glycomimetics

Barbara Duncan
Chief Financial Officer
Intercept Pharmaceuticals, Inc.

9:45

Strategies to Optimize Licensing Deals and IP Arrangements —
Tax Considerations and Royalty Payment Reviews in Licensing Deals

John F. Lanza
CPA, Partner, Northeast
McGladrey LLP

Rita Chung
International Tax Senior Manager
McGladrey LLP

10:30

Networking and Refreshment Break

11:00

Monetizing Early-Stage R&D Assets

Kristen Morse
Senior Manager
Ernst & Young LLP

11:45

Stock Options and Equity Compensation — Key Considerations for Valuation

Andreas Chrysostomou
Managing Director
Duff & Phelps

Amy Thomas
Director
Duff & Phelps

1:00

Close of Track II

Agenda

Want more agenda details? Request the brochure
Want more agenda details? Request the brochure

FULL-DAY SUMMIT MONDAY, MARCH 16, 2015

FINANCIAL PLANNING and ANALYSIS

9:30

FP&A Summit Registration

10:30

Chairperson’s Welcome and Opening Remarks

Brian W. Jobe
Partner, Life Sciences
Deloitte & Touche LLP

10:50

OPENING ADDRESS New Standards of Excellence for Finance as a Business Partner and Accelerator in Today’s Life Sciences Industry

Patrick R. Coyle
Global Oncology Controller
Bayer HealthCare Pharmaceuticals Inc.

Jennifer Sharpe
Director, Life Sciences
daVIZta Inc.

11:30

PANEL DISCUSSION Industry Excellence Panel —
Best Practices for Elevating Financial Planning and Business Analysis

Moderator:

Scott Leshinski
Managing Director
Huron Consulting Group

Panelists:

Zoran Berkovic
Vice President Finance, Global FPA
Mylan

Carl Hillier
Senior Director, Corporate Financial Analysis
Johnson & Johnson

Jacqueline Liu
Senior Director, Financial Planning and Analysis
FORMA Therapeutics, Inc.

12:30

Luncheon

1:30

Leveraging Data and Analytics to Optimize Forecasting and Business Planning

Harold Tamayo
Finance Executive, eQuipus™ Health;
former Corporate Vice President of Finance & Corporate Controller,
H.D. Smith

2:15

Forecasting, Financial Modeling and Models of Discounted Cash Flow —
Strategies for the Intersect of Financial Analysis and Reporting

Stephen Vernaleken
Manager, Sales/Demand Forecasting
Sanofi Aventis Pharmaceuticals

3:00

Networking and Refreshment Break

3:30

PANEL DISCUSSION R&D Project Financial Planning, Analysis and Budget Control

Panelists:

Wanda Ionescu
CEO
R&D Logic

Lynn M. Cilinski
Vice President, Controller and Treasurer
MacroGenics, Inc.

Sharon A. Barbari
Executive Vice President, Finance and Chief Financial Officer
Cytokinetics, Inc.

4:15

Sales/Revenue Forecasting and Contract Analytics That Drive Profitability

Jagadesh Rajan
Vice President of Finance
Virtus Pharmaceuticals, LLC

5:00

Close of FP&A Summit | Welcoming Reception

12:30

Main Registration

CHOOSE FROM TWO PRE-CONGRESS LEARNING SEMINARS

A 201 Boot Camp — Accounting and Financial Reporting in Life Science Companies

1:30

Seminar Leaders’ Welcome and Opening Remarks

I. Introduction to the Life Sciences Industry

II. Delve into Nuances of Contract Relationships & Statutory/Government Pricing

3:30

Networking and Refreshment Break

III. Basic Revenue Principles Applied to Pharma

IV. Gross-to-Net Principles

Seminar Leaders:

Matt Riviello
Partner
Deloitte & Touche LLP

Mike Makovec
Senior Manager
Deloitte & Touche LLP

Mike Lombardo
Senior Manager
Deloitte & Touche LLP

Phyllis Feeney
Executive Director of Pricing and Reimbursement
Bristol-Myers Squibb

5:00

Close of 201 Boot Camp Seminar

B GRC Excellence — Mitigating Risk and Strategies for Internal Controls

1:30

Seminar Leaders’ Welcome and Opening Remarks

I. Exploration of Prevailing and Evolving Risks

II. Deep Dive on Documentation and Business Requirements

3:30

Networking and Refreshment Break

III. Industry Panel on Working through Change

Seminar Leaders:

Marc Miller
Partner, Advisory Risk Consulting Leader – Life Sciences
KPMG LLP

Angela Hoon
Principal, ERM & GRC
KPMG LLP

Vishal Mehta
Director, ERM & GRC
KPMG LLP

David Levi
Executive Director, Business Controls
Bristol-Myers Squibb

Jason Pitofsky
Senior Director, Financial Reporting
Regeneron Pharmaceuticals, Inc.

Darshika Patel
Associate Director, Business Controls
Bristol-Myers Squibb

5:00

Close of GRC Excellence Seminar

MAIN CONGRESS TUESDAY, MARCH 17, 2015

7:30

Breakfast and Main Registration

8:10

Chairperson’s Welcome and Opening Remarks

Cathy Engelbert
Partner, Chairman and CEO
Deloitte & Touche LLP

8:30

OPENING KEYNOTE PANEL Innovation Tailwinds — New Thinking and Transformative Models Driving the Enterprise and Shareholder Return

Moderator:

Karen C. Young
U.S. Pharmaceutical and Life Sciences Assurance Leader
PwC

Panelists:

John J. Crowley
Corporate Senior Vice President,
Corporate Controller & Chief Accounting Officer
Charles River Laboratories

J. Kevin Buchi
President and Chief Executive Officer
TetraLogic Pharmaceuticals

William D. “Chip” Baird
Chief Financial Officer
Amicus Therapeutics

9:30

Networking and Refreshment Break

10:00

Industry Luminary Addresses

Dave DeMarco
Partner, Northeast Life Sciences Leader
Ernst & Young LLP

10:15

Taking Strides in Corporate Tax Reform —
Tax Policy’s Impact on Business Decisions

David Lewis
Chief Tax Officer
Eli Lilly & Co

10:45

Translating Accounting and Technical Regulations into Business and Deal Strategy — The Role of Accounting in Shaping Value

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

11:15

Industry Transformation —
The Role of Finance During Periods of Growth, Change and Globalization

Tim Gordon
Americas Leader of Financial Accounting Advisory Services — Life Sciences
Ernst & Young LLP

11:45

Moderated Q&A with Luminary Speakers

12:00

Luncheon

1:00

SEC Priorities and the Path Forward

Daniel Murdock
Deputy Chief Accountant
U.S. Securities and Exchange Commission

REGULATORY AND OVERSIGHT EXTENDED SESSION

Moderator:

Christine Q. Davine
National Director of SEC Services
Deloitte & Touche LLP

1:40

Review of SEC Comments in Life Sciences and Q&A with SEC

Joel Parker
Accounting Branch Chief, Division of Corporation Finance
U.S. Securities and Exchange Commission

2:30

Technical Guidance Updates from FASB and Initiatives Ahead

Cullen Walsh
Assistant Director
Financial Accounting Standards Board (FASB)

2:50

What to Expect from the PCAOB and Impact on Preparers

Jay Hanson
Board Member
Public Company Accounting Oversight Board (PCAOB)

3:15

Networking and Refreshment Break | Hosted by: CFGI

4:00

AUDIENCE CHOOSES FROM FIVE AFTERNOON WORKSHOPS

A VALUATION MODELS AND METHODOLOGIES

Workshop Leaders:

Michelle Mittelsteadt
Partner, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Tatjana Heller
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Chris Reinholz
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Workshop Speakers and Panelists:

James D’Arreca
Chief Accounting Officer
Actavis, Inc.

B TRANSACTION ACCOUNTING

Workshop Leaders:

Todd Pierro
Partner, M&A Transaction Services
Deloitte & Touche LLP

Jeff Ellis
Partner
Deloitte & Touche LLP

Workshop Speakers and Panelists:

Daphne Quimi
Amicus Therapeutics

Robert Owens
Assistant Controller
Bristol-Myers Squibb

C REVENUE PLAYBOOK — PROJECT PREPAREDNESS AND CONTRACT REVIEW

I. Practical Application of the New Revenue Standard

II. Effective Management and Oversight of Collaboration Agreements

Workshop Leaders:

Pamela Yanakopulos
Partner, Capital Markets and Accounting Advisory Services (CMAAS)
PwC

Joe Braido
Director, Forensic Services
PwC

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

D GROSS-TO-NET MASTER CLASS

Workshop Leader:

Jennifer Cain
Assurance Senior Manager
PwC

Workshop Speakers and Panelists:

Larry Breen
Director of Financial Planning and Analysis/Revenue Analytics
Sunovion Pharmaceuticals

Jeff Miller
Associate Director, Revenue Accounting
Impax Labs

David Levi
Executive Director, Business Controls
Bristol-Myers Squibb

E ASSET VALUATION AND TAX/TRANSFER PRICING IMPACTS

Workshop Leaders:

Susan Fickling-Munge
Managing Director
Duff & Phelps

Andreas Chrysostomou
Managing Director
Duff & Phelps

5:40

Close of Workshops | Cocktail Reception Hosted by: Deloitte

DAY THREE WEDNESDAY, MARCH 18, 2015

ATTENDEES CHOOSE BETWEEN 2 TRACKS,
WITH OPPORTUNITY TO MOVE BETWEEN SESSIONS

I TECHNICAL ACCOUNTING & PREPARER BEST PRACTICES

8:30

Track Chairperson’s Welcome and Review of Day One

Jeff Ellis
Partner
Deloitte & Touche LLP

8:45

PANEL DISCUSSION New Revenue Standard — Industry Strategies and Benchmarking for Assessment, Application and Implementation

Moderator:

Tim Gordon
Americas Leader of Financial Accounting Advisory Services — Life Sciences
Ernst & Young LLP

Panelists:

Stephen Rivera
Worldwide Senior Director of Financial Compliance and Procedures
Johnson & Johnson

Robert Owens
Assistant Controller
Bristol-Myers Squibb

Tom Cunningham
Assistant Controller
Merck & Co

Derek Kosti
Divisional Controller
Pfizer Inc

9:45

Practical Application of Accounting Models for Licensing Arrangements

Cindy Anderson
Director of Financial Reporting and Compliance
Alexion Pharmaceuticals

Brent Sabatini
Director of Technical Accounting
Amgen

10:30

Networking and Refreshment Break

11:00

Business Combinations and Purchase Accounting —
Strategies to Optimize Transactions

Christine Zeikel
Business Valuation Principal
Deloitte FAS LLP

Camron Uhr
Senior Manager
Deloitte FAS LLP

11:45

Collaboration Accounting — Industry Cases

Michelle Mittelsteadt
Partner, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Chris Reinholz
Senior Manager, Life Sciences Valuation & Business Modeling
Ernst & Young LLP

Peter Hornecker
Partner
Ernst & Young LLP

William Roberts
Senior Manager, Financial Accounting Advisory Services (FAAS)
Ernst & Young LLP

Mike Nathanson
Director of Accounting Advisory Services
Pfizer Inc

12:30

PANEL DISCUSSION Incorporating Downstream Inventory into Broader Gross-To-Net Accounting Practices

Moderator:

Shivani Patel
Director, Advanced Analytics
Integrichain

Panelists:

Larry Breen
Director of Financial Planning and Analysis/Revenue Analytics
Sunovion Pharmaceuticals

Karim Munir
Associate Director of Sales Analysis
Bristol-Myers Squibb

Stephen Vernaleken
Manager, Sales/Demand Forecasting
Sanofi Aventis Pharmaceuticals

1:15

Close of Track I

II FINANCE MODELS AND INVESTMENT STRATEGIES

8:30

Track Chairperson’s Welcome and Review of Day One

Chris Cooper
Partner, Deloitte & Touche LLP,
and National Audit Life Sciences Sector Leader

8:45

PANEL DISCUSSION Establishing an Optimal Financial Reporting Process Post-IPO —
Strategies to Excel in the Public Arena

Moderator:

James Quinlan
Partner
CFGI

Panelists:

Kevin McArdle
Chief Financial Officer
Histogenics Corporation

Brian Hahn
Chief Financial Officer
Glycomimetics

Barbara Duncan
Chief Financial Officer
Intercept Pharmaceuticals, Inc.

9:45

Strategies to Optimize Licensing Deals and IP Arrangements —
Tax Considerations and Royalty Payment Reviews in Licensing Deals

John F. Lanza
CPA, Partner, Northeast
McGladrey LLP

Rita Chung
International Tax Senior Manager
McGladrey LLP

10:30

Networking and Refreshment Break

11:00

Monetizing Early-Stage R&D Assets

Kristen Morse
Senior Manager
Ernst & Young LLP

11:45

Stock Options and Equity Compensation — Key Considerations for Valuation

Andreas Chrysostomou
Managing Director
Duff & Phelps

Amy Thomas
Director
Duff & Phelps

1:00

Close of Track II