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Agenda

Effectively Integrate Financial Forecasts with Study Performance to Improve Trial Timelines

February 22-23, 2017
  • Philadelphia, PA

Agenda

Want more agenda details? Download the brochure.

Day One
Wednesday, February 22, 2017

7:30

Registration and Continental Breakfast

8:30

Chairperson’s Welcome and Opening Remarks

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Opening Stakeholder Showcase

8:45

Insights from Key Perspectives —
Master Clinical Trial Budgeting and Forecasting Roadblocks

I. Financial Perspective

II. Operations Insights

III. Site

IV. CRO Perspective

Jon Ward
Chief Executive Officer
Aspen Clinical Research, LLC

Keleni Tukia
Senior Grants Manager
Bristol-Myers Squibb

Don Carlberg
Associate Director, FP&A
Celgene

Nancy Snowden
CEO
NCGS Inc.

9:45

Create and Utilize an Optimal Clinical Trial Financial Forecast

Melissa Hackel, MBA
Vice President, Finance
Infinity Pharmaceuticals

Nicole Wright
Manager, FP&A
Infinity Pharmaceuticals

10:45

Networking and Refreshment Break

11:15

Develop a Unified Procedure to Dynamically Reforecast Clinical Trial Budgets

Don Carlberg
Associate Director, FP&A
Celgene

12:15

Networking Luncheon

1:30

Choose between Two In-Depth Interactive Workshops

A Finance 101 — Forecasting and Accruals Crash Course for Operations Teams

One of the greatest challenges faced by clinical trial operations and project management teams is understanding the complexities of budget forecasting and accruals. While finance teams are responsible for developing these projections, it is impossible for them to do so accurately without collaborating with operations teams. In this in-depth workshop, break down complex financial processes to strengthen accrual and forecasting to improve communication and increase budget accuracy.

Workshop Leaders:

David Dolan
Manager, FP&A
Celgene

Julia Margetts
Manager, FP&A
Celgene

 
B Financial Accruals 201 — An Exploration of Significant Challenges Associated with Accruing for Clinical Trial Expenses and Which Methodologies May Be the Best Fit for Your Company to Mitigate Risk and Strengthen Forecasts

Developing methodology for budgeting and financial accruals is a critical challenge for clinical trial teams. By considering key factors including size and scope of trial, organizational structure and necessity of standardization, teams can develop predictive accrual methods to best fit the needs of their organization and trials. During this workshop, delve into common challenges associated with accruing for clinical trials and other R&D expenses as well as the pros and cons of various accrual methodologies.

Workshop Leader:

Christopher Chan
Senior Director, R&D Finance
FibroGen, Inc.

3:00

Close of Workshops; Networking and Refreshment Break

Extended, Interactive Session

3:30

Clinical Trial Mock Budget —
Dive Into Granular Budget Details and Leading Forecasting Frameworks

Andrea Ferrari, JD, MPH
Director
HealthCare Appraisers, Inc.

5:00

Close of Day One

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

Day Two
Thursday, February 23, 2017

8:00

Continental Breakfast

8:30

Chairperson’s Review of Day One

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Knowledge Sharing and Industry Exchange

8:45

PANEL DISCUSSION Real-World Implementation —
Best Practices and Lessons Learned in Clinical Trial Forecasting

Moderator:

Archana Sah
Therapeutic Area Lead, Oncology
Genentech

Panelists:

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Jon Ward
Chief Executive Officer
Aspen Clinical Research, LLC

9:45

Investigative Site Relationships —
Budget and Contract Perceptions and Realities

JoAnn Pfeiffer, DrSC, RAC, CCRA
Director, Clinical Research Management
Arizona State University

10:30

Networking and Refreshment Break

11:00

PANEL DISCUSSION Budgeting Technologies — New-to-Market and Innovations in the Pipeline

Moderator:

Matthew Kiernan
Partner
Pharmica Consulting

Panelists:

Kelly Petruska
Senior Solutions Consultant
Oracle

James Neal
Partner
AdaptaLogix

Chris Cirillo
Director, Clinical Operations
Pacira Pharmaceuticals

12:00

Networking Luncheon

1:15

Develop Key Performance Indicators (KPIs) to Optimize Sponsor/CRO Collaboration

Geoff Garabedian
President
TriRadial Solutions

2:00

Explore Clinical Trial Innovation through Virtual Solutions

Keleni Tukia
Senior Grants Manager
Bristol-Myers Squibb

2:45

Close of Conference

Agenda

Want more agenda details? Download the brochure.
Want more agenda details? Download the brochure.

Day One
Wednesday, February 22, 2017

7:30

Registration and Continental Breakfast

8:30

Chairperson’s Welcome and Opening Remarks

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Opening Stakeholder Showcase

8:45

Insights from Key Perspectives —
Master Clinical Trial Budgeting and Forecasting Roadblocks

I. Financial Perspective

II. Operations Insights

III. Site

IV. CRO Perspective

Jon Ward
Chief Executive Officer
Aspen Clinical Research, LLC

Keleni Tukia
Senior Grants Manager
Bristol-Myers Squibb

Don Carlberg
Associate Director, FP&A
Celgene

Nancy Snowden
CEO
NCGS Inc.

9:45

Create and Utilize an Optimal Clinical Trial Financial Forecast

Melissa Hackel, MBA
Vice President, Finance
Infinity Pharmaceuticals

Nicole Wright
Manager, FP&A
Infinity Pharmaceuticals

10:45

Networking and Refreshment Break

11:15

Develop a Unified Procedure to Dynamically Reforecast Clinical Trial Budgets

Don Carlberg
Associate Director, FP&A
Celgene

12:15

Networking Luncheon

1:30

Choose between Two In-Depth Interactive Workshops

A Finance 101 — Forecasting and Accruals Crash Course for Operations Teams

One of the greatest challenges faced by clinical trial operations and project management teams is understanding the complexities of budget forecasting and accruals. While finance teams are responsible for developing these projections, it is impossible for them to do so accurately without collaborating with operations teams. In this in-depth workshop, break down complex financial processes to strengthen accrual and forecasting to improve communication and increase budget accuracy.

Workshop Leaders:

David Dolan
Manager, FP&A
Celgene

Julia Margetts
Manager, FP&A
Celgene

 
B Financial Accruals 201 — An Exploration of Significant Challenges Associated with Accruing for Clinical Trial Expenses and Which Methodologies May Be the Best Fit for Your Company to Mitigate Risk and Strengthen Forecasts

Developing methodology for budgeting and financial accruals is a critical challenge for clinical trial teams. By considering key factors including size and scope of trial, organizational structure and necessity of standardization, teams can develop predictive accrual methods to best fit the needs of their organization and trials. During this workshop, delve into common challenges associated with accruing for clinical trials and other R&D expenses as well as the pros and cons of various accrual methodologies.

Workshop Leader:

Christopher Chan
Senior Director, R&D Finance
FibroGen, Inc.

3:00

Close of Workshops; Networking and Refreshment Break

Extended, Interactive Session

3:30

Clinical Trial Mock Budget —
Dive Into Granular Budget Details and Leading Forecasting Frameworks

Andrea Ferrari, JD, MPH
Director
HealthCare Appraisers, Inc.

5:00

Close of Day One

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

Day Two
Thursday, February 23, 2017

8:00

Continental Breakfast

8:30

Chairperson’s Review of Day One

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Knowledge Sharing and Industry Exchange

8:45

PANEL DISCUSSION Real-World Implementation —
Best Practices and Lessons Learned in Clinical Trial Forecasting

Moderator:

Archana Sah
Therapeutic Area Lead, Oncology
Genentech

Panelists:

Joan Saalfrank, MBA
Associate Director, Clinical Development, Finance
Merck

Jon Ward
Chief Executive Officer
Aspen Clinical Research, LLC

9:45

Investigative Site Relationships —
Budget and Contract Perceptions and Realities

JoAnn Pfeiffer, DrSC, RAC, CCRA
Director, Clinical Research Management
Arizona State University

10:30

Networking and Refreshment Break

11:00

PANEL DISCUSSION Budgeting Technologies — New-to-Market and Innovations in the Pipeline

Moderator:

Matthew Kiernan
Partner
Pharmica Consulting

Panelists:

Kelly Petruska
Senior Solutions Consultant
Oracle

James Neal
Partner
AdaptaLogix

Chris Cirillo
Director, Clinical Operations
Pacira Pharmaceuticals

12:00

Networking Luncheon

1:15

Develop Key Performance Indicators (KPIs) to Optimize Sponsor/CRO Collaboration

Geoff Garabedian
President
TriRadial Solutions

2:00

Explore Clinical Trial Innovation through Virtual Solutions

Keleni Tukia
Senior Grants Manager
Bristol-Myers Squibb

2:45

Close of Conference