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Agenda

Strategic Forecasting, Accounting Estimates, Analytics and Financial Reporting for Life Science Companies

November 15-16, 2017
  • Philadelphia, PA

Agenda

Want more agenda details? Download the brochure.

DAY ONE WEDNESDAY, NOVEMBER 15, 2017

7:30

Conference Registration and Networking Breakfast

8:30

Chairperson’s Welcome and Opening Remarks

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

8:50

OPENING KEYNOTE ADDRESS Redefining Gross-to-Net — Moving Beyond Theory for Profitability, Streamlined Data, Organizational Transparency and Control

Mike Makovec
Senior Manager
Deloitte & Touche LLP

9:30

GTN OWNERSHIP PANEL Business Process Excellence — Instituting Best In Class Processes, Communication Flows and Data Frameworks for GTN

MODERATOR:

Walt Worsham
Senior Manager
Deloitte & Touche LLP

PANELISTS:

John Stitt
US Hospital and Specialty Finance Lead
Merck & Co

Larry Breen
Director, Financial Planning and Analysis, Revenue Analytics
Sunovion Pharmaceuticals

Mila Tartakovsky
Executive Director, Business Decision Support
Daichhi Sankyo, Inc.

10:30

Networking and Refreshment Break

11:00

Industry Pressure Points that Impact GTN

Jeff Baab
Vice President, Life Sciences and Consulting
daVIZta Inc., a Revenue Analytics Company

11:40

AUTOMATION IN PRACTICE Beyond Excel — GTN Data, Technology and Documentation — Various Approaches to Systems and Automation that Drive Business Performance

MODERATOR:

Neelabh Saxena
Director, Pricing, Contracting and Market Access
HighPoint Solutions

PANELISTS:

Darpan Jhaveri
Director, Revenue Accounting
Alvogen Inc.

Jeffrey Miller
Senior Director, Commercial Operations Revenue Management
Impax Labs

Paul Saccarelli
Financial Planning and Analysis
Incyte

John Stitt
Director, Finance, Gross to Net
Merck

12:20

Global Considerations and Contract Strategy to Optimize the Tender-to-Contract Process and to Prioritize and Target Best Business Opportunities

Nate Taninecz
Vice President, Life Sciences Industry
Model N

1:00

Networking Luncheon

WORKSHOPS  

CHOOSE BETWEEN THREE WORKSHOPS (A-C)

WORKSHOP A Solution Summit I

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP B Senior Executive Think Tank

Building off strategic insights in its inaugural year, the Senior Executive Think Tank invites management-level professionals from life science companies with GTN ownership responsibility to join an engaging and dynamic session on “Beyond Theory — Optimizing GTN Activities Across the Organization”. CBI reserves the right to make workshop assignment changes to ensure the appropriate participation in the Senior Executive Think Tank.

Mike Makovec
Senior Manager
Deloitte & Touche LLP

Walt Worsham
Senior Manager
Deloitte & Touche LLP

WORKSHOP C Fundamentals of Payer Contracting and Profitable Negotiations

This foundational workshop (Part 1 of 2) is ideal for companies preparing to launch new products or seeking fundamentals for addressing complex payer contracting issues. Gain in-depth illustrations of the various payer contracting and rebate issues that drive down net price and utilization.

Murray Kay
Former Senior Vice President & CFO, Solvay Pharmaceuticals;
Former Commercial Controller, AbbVie & Abbott Laboratories

Networking and Refreshment Break

CHOOSE BETWEEN THREE WORKSHOPS (D-F)

WORKSHOP D Solution Summit II

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP E Synergies Between Total Downstream Inventory Pipeline Data and
Upfront Contracting Strategies

This workshop illustrates how enriched total inventory pipeline data can provide an ideal product view for minimized revenue leakage and more effective channel forecasting.

Shivani Patel
Solutions Principal, Center of Excellence;
Director, Advanced Analytics, IntegriChain

Tina Cullen
Director
Contract Advisory Services

WORKSHOP F Models and Simulations for
Determining ROI and GTN Impacts

This interactive workshop (Part 2 of 2) parlays the fundamentals of payer contracting/negotiation into a live payer negotiation simulation and modeling exercises. Attendees learn, through a hands-on exercise, GTN models for determining ROI impact of various payer contracting elements.

Murray Kay
Former Senior Vice President & CFO, Solvay Pharmaceuticals;
Former Commercial Controller, AbbVie & Abbott Laboratories

CHOOSE BETWEEN THREE WORKSHOPS (G-I)

WORKSHOP G Solution Summit III

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP H GTN Efficiency — Digital Capabilities and Robotic Process Automation

This workshop explores how emerging digital technologies in the areas of robotic process automation, visual analytics, cognitive computing, and more can provide the Finance function with new ways of driving efficiencies and enhancing analytical capabilities in the GTN space.

Brad Schulte
Senior Manager
Deloitte

Alex Smith
Advisory Partner
Deloitte

WORKSHOP I Internal Controls and SOX Compliance

MODERATOR:

Erica Vandell-DeMarco, CPA
Director
The Siegfried Group, LLP

PANELISTS:

Michał Rutkowski, CPA
Manager, USP Finance
Global Revenue Center of Excellence

Peter J. Agnoletto, CPA
Senior Director, US Ethics & Business Integrity
Sanofi US

Close of Workshops and Day One

NETWORKING COCKTAIL RECEPTION

DAY TWO THURSDAY, NOVEMBER 16, 2017

7:00

Networking Breakfast

8:00

Chairperson’s Review of Day One

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

8:10

DAY TWO OPENING ADDRESS Propelling Finance as a Value-Add Business Partner — Industry Dynamics that Are Recasting the Role of Financial Teams and the Impact of GTN

Jill McConnell
Vice President and Head, Finance, U.S. Pharmaceuticals
GlaxoSmithKline

8:50

GTN Channel Profitability and Performance Monitoring

Lucas C. Greenwalt
Senior Principal
Amundsen Consulting, a division of QuintilesIMS

CHOOSE BETWEEN THREE LEARNING STREAMS (1-3)

1 ACCOUNTING & REPORTING

9:40

Learning Stream Leader’s Remarks

Mike Makovec
Senior Manager
Deloitte & Touche LLP

9:50

ACCOUNTING EXPERTS PANEL Coping with New Complexities — Reflecting on the Impact of the Revenue Recognition Standard, Pricing Pressures and External Scrutiny of GTN Estimates

PANELISTS:

Jessica Alysse Rubin, CPA
Executive Director, Finance and Assistant Controller
Acorda Therapeutics

Karim Munir
Director, Consolidations and Financial Reporting
Bristol-Myers Squibb

2 FINANCIAL PLANNING & ANALYTICS

9:40

Learning Stream Leader’s Remarks

Walt Worsham
Senior Manager
Deloitte & Touche LLP

9:50

FP&A PANEL Taking FP&A to the Next-Level —
Increasing Predictability and Advancing from Reactive to Proactive

PANELISTS:

Jason Chu
Director, Business Planning
Alnylam Pharmaceuticals

Larry Breen
Director, Financial Planning and Analysis, Revenue Analytics
Sunovion Pharmaceuticals

Christopher W. Lucas
Senior Director, Strategic Financial Planning & Analysis
Amicus Therapeutics, Inc

3 CONTRACT STRATEGY & GTN FORECASTING

9:40

Learning Stream Leader’s Remarks

Brittany Honeycutt
Manager
Deloitte & Touche LLP

9:50

GTN FORECASTING & ANALYTICS PANEL Analyzing Payer and Market Contracting Strategies for Insight on Rebate Spend and Coupon Programs

PANELISTS:

Patrick Park, PharmD, MBA
Director, Business Decision Support
Daiichi-Sankyo, Inc

Michael Day
Senior Director & Head, Commercial Operations & Strategic Sourcing
Promius Pharma LLC

Patrick R. Coyle
Vice President, Financial Planning & Analysis
Insmed

10:30

Networking and Refreshment Break

TRACKS  

CHOOSE BETWEEN THREE TRACKS (I-III)

I BRANDED PHARMA

11:10

Track Chairperson’s Takeaways & Tools

Eric Benson
Audit and Assurance Senior
Deloitte & Touche LLP

11:20

PANEL
Big Pharma Approaches and Methodologies for Key Accruals

MODERATOR:

Romit Kamdar
Founding Partner
Akara Group LLC

PANELISTS:

Rick Smedley
Director, Financial Planning and Analysis
Incyte

Melissa Oberg
Senior Commercial Finance Manager
Astellas Pharma Inc

Alia Zuhfer
Finance Manager, U.S. Pharmaceutical Gross-to-Nets
Bristol-Myers Squibb

Frank Panaro
Director, Finance Gross To Net
Purdue Pharma L.P.

12:00

Analysis on Baseline Methodologies, Key Assumptions and Data Sources for Forecasts

Partha Chatterjee
Founding Partner
Akara Group LLC

II GENERICS

11:10

Track Chairperson’s Takeaways & Tools

Brad Schulte
Senior Manager
Deloitte & Touche LLP

11:20

PANEL
Generics Finance and Accounting Leadership Strategies

MODERATOR:

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

PANELISTS:

Jennifer Winterhalter
Vice President, Revenue Management
Amneal Pharmaceuticals

Fayez Azeez
former Director, Finance & Supply Chain, Strides Pharma Inc;
interim VP, Finance, Neurotez

12:00

PANEL
Models and Approaches for Revenue Accounting and Estimating GTN Accruals

PANELISTS:

Matt Pelligrini
Director, Revenue Management
Amneal Pharmaceuticals

Jeffrey Miller
Senior Director, Commercial Operations Revenue Management
Impax Labs

Darpan Jhaveri
Director
Revenue Accounting, Alvogen Inc.

III EMERGING BIOTECH / NEW LAUNCH

11:10

Track Chairperson’s Takeaways & Tools

Brittany Honeycutt
Manager
Deloitte & Touche LLP

11:20

PANEL
New Launch Planning — Models and Approaches for Estimating GTN Accruals

MODERATOR:

Michael Flinn
Principal
Cumberland Consulting Group

PANELISTS:

Polly Petrino
Director, Accounting
Chiesi USA

Cheryl Collett
Vice President, Finance and Accounting
Puma Biotechnology, Inc.

12:00

Roadmap to Revenue and Launching — GTN Early Checklist

Jennifer English
Director, Market Access, Pricing Contracting and Government Programs
Insmed Incorporated

Conference Wrap-up and Vendor Prize Giveaway

Luncheon and Close of Conference

Agenda

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

DAY ONE WEDNESDAY, NOVEMBER 15, 2017

7:30

Conference Registration and Networking Breakfast

8:30

Chairperson’s Welcome and Opening Remarks

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

8:50

OPENING KEYNOTE ADDRESS Redefining Gross-to-Net — Moving Beyond Theory for Profitability, Streamlined Data, Organizational Transparency and Control

Mike Makovec
Senior Manager
Deloitte & Touche LLP

9:30

GTN OWNERSHIP PANEL Business Process Excellence — Instituting Best In Class Processes, Communication Flows and Data Frameworks for GTN

MODERATOR:

Walt Worsham
Senior Manager
Deloitte & Touche LLP

PANELISTS:

John Stitt
US Hospital and Specialty Finance Lead
Merck & Co

Larry Breen
Director, Financial Planning and Analysis, Revenue Analytics
Sunovion Pharmaceuticals

Mila Tartakovsky
Executive Director, Business Decision Support
Daichhi Sankyo, Inc.

10:30

Networking and Refreshment Break

11:00

Industry Pressure Points that Impact GTN

Jeff Baab
Vice President, Life Sciences and Consulting
daVIZta Inc., a Revenue Analytics Company

11:40

AUTOMATION IN PRACTICE Beyond Excel — GTN Data, Technology and Documentation — Various Approaches to Systems and Automation that Drive Business Performance

MODERATOR:

Neelabh Saxena
Director, Pricing, Contracting and Market Access
HighPoint Solutions

PANELISTS:

Darpan Jhaveri
Director, Revenue Accounting
Alvogen Inc.

Jeffrey Miller
Senior Director, Commercial Operations Revenue Management
Impax Labs

Paul Saccarelli
Financial Planning and Analysis
Incyte

John Stitt
Director, Finance, Gross to Net
Merck

12:20

Global Considerations and Contract Strategy to Optimize the Tender-to-Contract Process and to Prioritize and Target Best Business Opportunities

Nate Taninecz
Vice President, Life Sciences Industry
Model N

1:00

Networking Luncheon

WORKSHOPS  

CHOOSE BETWEEN THREE WORKSHOPS (A-C)

WORKSHOP A Solution Summit I

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP B Senior Executive Think Tank

Building off strategic insights in its inaugural year, the Senior Executive Think Tank invites management-level professionals from life science companies with GTN ownership responsibility to join an engaging and dynamic session on “Beyond Theory — Optimizing GTN Activities Across the Organization”. CBI reserves the right to make workshop assignment changes to ensure the appropriate participation in the Senior Executive Think Tank.

Mike Makovec
Senior Manager
Deloitte & Touche LLP

Walt Worsham
Senior Manager
Deloitte & Touche LLP

WORKSHOP C Fundamentals of Payer Contracting and Profitable Negotiations

This foundational workshop (Part 1 of 2) is ideal for companies preparing to launch new products or seeking fundamentals for addressing complex payer contracting issues. Gain in-depth illustrations of the various payer contracting and rebate issues that drive down net price and utilization.

Murray Kay
Former Senior Vice President & CFO, Solvay Pharmaceuticals;
Former Commercial Controller, AbbVie & Abbott Laboratories

Networking and Refreshment Break

CHOOSE BETWEEN THREE WORKSHOPS (D-F)

WORKSHOP D Solution Summit II

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP E Synergies Between Total Downstream Inventory Pipeline Data and
Upfront Contracting Strategies

This workshop illustrates how enriched total inventory pipeline data can provide an ideal product view for minimized revenue leakage and more effective channel forecasting.

Shivani Patel
Solutions Principal, Center of Excellence;
Director, Advanced Analytics, IntegriChain

Tina Cullen
Director
Contract Advisory Services

WORKSHOP F Models and Simulations for
Determining ROI and GTN Impacts

This interactive workshop (Part 2 of 2) parlays the fundamentals of payer contracting/negotiation into a live payer negotiation simulation and modeling exercises. Attendees learn, through a hands-on exercise, GTN models for determining ROI impact of various payer contracting elements.

Murray Kay
Former Senior Vice President & CFO, Solvay Pharmaceuticals;
Former Commercial Controller, AbbVie & Abbott Laboratories

CHOOSE BETWEEN THREE WORKSHOPS (G-I)

WORKSHOP G Solution Summit III

Attendees are invited to engage directly with key solution providers in small group demonstrations, where company needs are matched with capabilities in a highly interactive and intimate setting.

I. Who Does What — Features and Facets Explored

II. Solution Synergies — Tools that Mirror Your Needs and Existing System Infrastructure

WORKSHOP H GTN Efficiency — Digital Capabilities and Robotic Process Automation

This workshop explores how emerging digital technologies in the areas of robotic process automation, visual analytics, cognitive computing, and more can provide the Finance function with new ways of driving efficiencies and enhancing analytical capabilities in the GTN space.

Brad Schulte
Senior Manager
Deloitte

Alex Smith
Advisory Partner
Deloitte

WORKSHOP I Internal Controls and SOX Compliance

MODERATOR:

Erica Vandell-DeMarco, CPA
Director
The Siegfried Group, LLP

PANELISTS:

Michał Rutkowski, CPA
Manager, USP Finance
Global Revenue Center of Excellence

Peter J. Agnoletto, CPA
Senior Director, US Ethics & Business Integrity
Sanofi US

Close of Workshops and Day One

NETWORKING COCKTAIL RECEPTION

DAY TWO THURSDAY, NOVEMBER 16, 2017

7:00

Networking Breakfast

8:00

Chairperson’s Review of Day One

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

8:10

DAY TWO OPENING ADDRESS Propelling Finance as a Value-Add Business Partner — Industry Dynamics that Are Recasting the Role of Financial Teams and the Impact of GTN

Jill McConnell
Vice President and Head, Finance, U.S. Pharmaceuticals
GlaxoSmithKline

8:50

GTN Channel Profitability and Performance Monitoring

Lucas C. Greenwalt
Senior Principal
Amundsen Consulting, a division of QuintilesIMS

CHOOSE BETWEEN THREE LEARNING STREAMS (1-3)

1 ACCOUNTING & REPORTING

9:40

Learning Stream Leader’s Remarks

Mike Makovec
Senior Manager
Deloitte & Touche LLP

9:50

ACCOUNTING EXPERTS PANEL Coping with New Complexities — Reflecting on the Impact of the Revenue Recognition Standard, Pricing Pressures and External Scrutiny of GTN Estimates

PANELISTS:

Jessica Alysse Rubin, CPA
Executive Director, Finance and Assistant Controller
Acorda Therapeutics

Karim Munir
Director, Consolidations and Financial Reporting
Bristol-Myers Squibb

2 FINANCIAL PLANNING & ANALYTICS

9:40

Learning Stream Leader’s Remarks

Walt Worsham
Senior Manager
Deloitte & Touche LLP

9:50

FP&A PANEL Taking FP&A to the Next-Level —
Increasing Predictability and Advancing from Reactive to Proactive

PANELISTS:

Jason Chu
Director, Business Planning
Alnylam Pharmaceuticals

Larry Breen
Director, Financial Planning and Analysis, Revenue Analytics
Sunovion Pharmaceuticals

Christopher W. Lucas
Senior Director, Strategic Financial Planning & Analysis
Amicus Therapeutics, Inc

3 CONTRACT STRATEGY & GTN FORECASTING

9:40

Learning Stream Leader’s Remarks

Brittany Honeycutt
Manager
Deloitte & Touche LLP

9:50

GTN FORECASTING & ANALYTICS PANEL Analyzing Payer and Market Contracting Strategies for Insight on Rebate Spend and Coupon Programs

PANELISTS:

Patrick Park, PharmD, MBA
Director, Business Decision Support
Daiichi-Sankyo, Inc

Michael Day
Senior Director & Head, Commercial Operations & Strategic Sourcing
Promius Pharma LLC

Patrick R. Coyle
Vice President, Financial Planning & Analysis
Insmed

10:30

Networking and Refreshment Break

TRACKS  

CHOOSE BETWEEN THREE TRACKS (I-III)

I BRANDED PHARMA

11:10

Track Chairperson’s Takeaways & Tools

Eric Benson
Audit and Assurance Senior
Deloitte & Touche LLP

11:20

PANEL
Big Pharma Approaches and Methodologies for Key Accruals

MODERATOR:

Romit Kamdar
Founding Partner
Akara Group LLC

PANELISTS:

Rick Smedley
Director, Financial Planning and Analysis
Incyte

Melissa Oberg
Senior Commercial Finance Manager
Astellas Pharma Inc

Alia Zuhfer
Finance Manager, U.S. Pharmaceutical Gross-to-Nets
Bristol-Myers Squibb

Frank Panaro
Director, Finance Gross To Net
Purdue Pharma L.P.

12:00

Analysis on Baseline Methodologies, Key Assumptions and Data Sources for Forecasts

Partha Chatterjee
Founding Partner
Akara Group LLC

II GENERICS

11:10

Track Chairperson’s Takeaways & Tools

Brad Schulte
Senior Manager
Deloitte & Touche LLP

11:20

PANEL
Generics Finance and Accounting Leadership Strategies

MODERATOR:

Jennifer Sharpe
Senior Director, Revenue Analytics Collaborative
daVIZta Inc., a Revenue Analytics Company

PANELISTS:

Jennifer Winterhalter
Vice President, Revenue Management
Amneal Pharmaceuticals

Fayez Azeez
former Director, Finance & Supply Chain, Strides Pharma Inc;
interim VP, Finance, Neurotez

12:00

PANEL
Models and Approaches for Revenue Accounting and Estimating GTN Accruals

PANELISTS:

Matt Pelligrini
Director, Revenue Management
Amneal Pharmaceuticals

Jeffrey Miller
Senior Director, Commercial Operations Revenue Management
Impax Labs

Darpan Jhaveri
Director
Revenue Accounting, Alvogen Inc.

III EMERGING BIOTECH / NEW LAUNCH

11:10

Track Chairperson’s Takeaways & Tools

Brittany Honeycutt
Manager
Deloitte & Touche LLP

11:20

PANEL
New Launch Planning — Models and Approaches for Estimating GTN Accruals

MODERATOR:

Michael Flinn
Principal
Cumberland Consulting Group

PANELISTS:

Polly Petrino
Director, Accounting
Chiesi USA

Cheryl Collett
Vice President, Finance and Accounting
Puma Biotechnology, Inc.

12:00

Roadmap to Revenue and Launching — GTN Early Checklist

Jennifer English
Director, Market Access, Pricing Contracting and Government Programs
Insmed Incorporated

Conference Wrap-up and Vendor Prize Giveaway

Luncheon and Close of Conference