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Agenda

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

November 15-16, 2018
  • Philadelphia, PA

Agenda

Want more agenda details? Download the brochure.

DAY ONE THURSDAY, NOVEMBER 15, 2018

7:15

Conference Registration and Networking Breakfast

8:00

Chairperson’s Welcome and Opening Remarks

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

Strategies to Drive Growth and Commercial
Success in an Innovative Life Science Company

8:15

EXECUTIVE INSIGHTS PANEL Leading Practices in GTN Management that Drive Success and Add Value

MODERATOR:

Michael Makovec
Senior Manager
Deloitte & Touche LLP

PANELISTS:

Joe Warchol
Executive Director, U.S. Business Operations Finance
Amgen

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

Anthony Fiordaliso
Vice President, Americas Finance
Astellas Pharma

Michael Domanico
Vice President of Finance, Revenue
Sandoz

9:15

New Metrics to Address Continued Pressure on Gross-to-Net

Luke Greenwalt
General Manager
Opus Health, a division of IQVIA

Brian Fallica, Ph.D.
Associate Principal
The Amundsen Group, a division of IQVIA

10:00

Networking and Refreshment Break

10:30

MARKET AND INDUSTRY ISSUES — CRITICAL UPDATE SESSION

I. Industry Hot Topics Significantly Impacting Gross-to-Net

Jeff Baab
Vice President, Life Sciences
daVIZta Inc., The Revenue Analytics Company

II. Gross-to-Net Industry Insights Panel

Moderator:

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

Industry Panelists:

Jennifer Winterhalter
Vice President, Revenue Management
Amneal Pharmaceuticals/Impax

Ankit Agrawal
Director, Contracts and Pricing, U.S. Business Unit
Takeda Pharmaceuticals

Technology Revolution and
Advancements in GTN Automation

11:30

Operational Excellence and Process Efficiency Strategies for Finance

Michael Makovec
Senior Manager
Deloitte & Touche LLP

12:15

Current and Future Technology Trends in Revenue Management

Bob Steller
Industry Principal, Life Sciences
Vistex

1:00

Networking Luncheon

WORKSHOPS

CHOOSE BETWEEN THREE WORKSHOPS (A-C)

WORKSHOP A Medicare Coverage Gap Update and
GTN Forecasting

Ankit Agrawal
Director, Contracts and Pricing, U.S. Business Unit
Takeda Pharmaceuticals

WORKSHOP B Market Access and MCO/PBM Forecasting

Walt Worsham
Senior Manager
Deloitte & Touche LLP

WORKSHOP C Solution Summit I

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

CHOOSE BETWEEN THREE WORKSHOPS (D-F)

WORKSHOP D New Launch GTN Planning

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals, Inc.

WORKSHOP E Retail Inventory and Pipeline Accruals

Speaker TBA

WORKSHOP F Solution Summit II

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

CHOOSE BETWEEN THREE WORKSHOPS (G-I)

WORKSHOP G Evaluate GTN Forecasting as a Candidate for Robotic Process Automation

Neelabh Saxena
Senior Principal, Pricing, Contracting and Market Access
HighPoint Solutions

WORKSHOP I Solution Summit III

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

4:15

Networking and Refreshment Break

4:45

Day One Closing “Ask the Experts” Session GTN Automation, Data Sources and Documentation —
Ask the Experts on Various Approaches and Capabilities

Brad Schulte
Senior Manager
Deloitte & Touche LLP

Patrick Park, PharmD, MBA
Director, Forecasting and Business Analytics
Daiichi Sankyo, Inc.

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

Dharmesh Patel
Director of Gross To Net Operations
GlaxoSmithKline

5:30

Close of Day One

NETWORKING COCKTAIL RECEPTION HOSTED BY:

DAY TWO FRIDAY, NOVEMBER 16, 2018

7:00

Conference Registration and Networking Breakfast

8:00

Track Chair’s Welcome and
Review of Day One

Walt Worsham
Senior Manager
Deloitte & Touche LLP

8:10

A New Approach to GTN and Next-Generation Answers to Today’s Pressing Questions

Speaker TBA

8:50

Government Pricing, Medicaid Estimates and Accruals

Tom Evegan
Managing Director
Cumberland Consulting Group

9:30

Networking and Refreshment Break

CHOOSE BETWEEN TWO TRACKS OF CONTENT (I-II)

I ACCOUNTING AND FINANCIAL ACCRUALS

10:00

Track Chair’s Welcome and
Review of Day One

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

10:15

PANEL DISCUSSION Accounting and Financial Reporting Best Practices for GTN and Key Estimates

MODERATOR:

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

PANELISTS:

John D. Stitt
Hospital and Specialty US Finance Lead
Merck & Co

Karim Munir
Director, Corporate Financial Reporting and Global Consolidation
Bristol-Myers Squibb

Alia Zuhfer
Associate Director, Gross-to-Net Sales Analysis and Reporting
Bristol-Myers Squibb

11:00

Calculating the Accrual Rate, Managing Adjustments and Automating the Process

Robert Blank
Managing Consultant
Alliance Life Sciences

11:40

Impact of Price Changes, Commercial Rebates, and Price Protection on GTN

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

II FORECASTING EXCELLENCE AND FINANCIAL ANALYTICS

10:15

Best Practices and GTN Considerations for Commercializing and Establishing Market Access for New Products

MODERATOR:

Romit Kamdar
Partner
Akara Group LLC

PANELISTS:

Rita Johnson-Greene
US Commercial Operations Lead
Spark Therapeutics

Luyan Li, CPA
Director of Finance, Treasurer
Medac Pharma, Inc.

Natalie Grant
Director, Market Access Insights
EMD Serono, Inc.

11:00

Increase Accuracy and Improve Productivity Across Complex Forecasting Processes

Brian R. Barbash
Partner
Pharosity Consulting

Mike McCarthy
Partner
Pharosity Consulting

11:40

GTN Forecasting and Revenue Analytics for Improved Profitability

John Glover
Partner
Pearl Management Consulting

12:20

Networking Luncheon

GTN Toolkit and Practical Takeaways

1:20

Benchmarking Session GTN and Revenue Analytics Toolkit —
Key Metrics, Standards of Practice and Solutions for Success

I. Industry benchmarking — Sharing of Survey Results

II. Hot Topic Polling —
Real-Time Illustration of the Pressing Problems and Solutions

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

2:00

Close of Day Two

Agenda

Want more agenda details? Download the brochure.

Want more agenda details? Download the brochure.

DAY ONE THURSDAY, NOVEMBER 15, 2018

7:15

Conference Registration and Networking Breakfast

8:00

Chairperson’s Welcome and Opening Remarks

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

Strategies to Drive Growth and Commercial
Success in an Innovative Life Science Company

8:15

EXECUTIVE INSIGHTS PANEL Leading Practices in GTN Management that Drive Success and Add Value

MODERATOR:

Michael Makovec
Senior Manager
Deloitte & Touche LLP

PANELISTS:

Joe Warchol
Executive Director, U.S. Business Operations Finance
Amgen

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

Anthony Fiordaliso
Vice President, Americas Finance
Astellas Pharma

Michael Domanico
Vice President of Finance, Revenue
Sandoz

9:15

New Metrics to Address Continued Pressure on Gross-to-Net

Luke Greenwalt
General Manager
Opus Health, a division of IQVIA

Brian Fallica, Ph.D.
Associate Principal
The Amundsen Group, a division of IQVIA

10:00

Networking and Refreshment Break

10:30

MARKET AND INDUSTRY ISSUES — CRITICAL UPDATE SESSION

I. Industry Hot Topics Significantly Impacting Gross-to-Net

Jeff Baab
Vice President, Life Sciences
daVIZta Inc., The Revenue Analytics Company

II. Gross-to-Net Industry Insights Panel

Moderator:

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

Industry Panelists:

Jennifer Winterhalter
Vice President, Revenue Management
Amneal Pharmaceuticals/Impax

Ankit Agrawal
Director, Contracts and Pricing, U.S. Business Unit
Takeda Pharmaceuticals

Technology Revolution and
Advancements in GTN Automation

11:30

Operational Excellence and Process Efficiency Strategies for Finance

Michael Makovec
Senior Manager
Deloitte & Touche LLP

12:15

Current and Future Technology Trends in Revenue Management

Bob Steller
Industry Principal, Life Sciences
Vistex

1:00

Networking Luncheon

WORKSHOPS

CHOOSE BETWEEN THREE WORKSHOPS (A-C)

WORKSHOP A Medicare Coverage Gap Update and
GTN Forecasting

Ankit Agrawal
Director, Contracts and Pricing, U.S. Business Unit
Takeda Pharmaceuticals

WORKSHOP B Market Access and MCO/PBM Forecasting

Walt Worsham
Senior Manager
Deloitte & Touche LLP

WORKSHOP C Solution Summit I

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

CHOOSE BETWEEN THREE WORKSHOPS (D-F)

WORKSHOP D New Launch GTN Planning

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals, Inc.

WORKSHOP E Retail Inventory and Pipeline Accruals

Speaker TBA

WORKSHOP F Solution Summit II

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

CHOOSE BETWEEN THREE WORKSHOPS (G-I)

WORKSHOP G Evaluate GTN Forecasting as a Candidate for Robotic Process Automation

Neelabh Saxena
Senior Principal, Pricing, Contracting and Market Access
HighPoint Solutions

WORKSHOP I Solution Summit III

Attendees engage in a small group setting with key solution providers for highly interactive system demonstrations. Needs assessments are conducted in advance to identify solution synergies.

I. System and Solution Features Explored

4:15

Networking and Refreshment Break

4:45

Day One Closing “Ask the Experts” Session GTN Automation, Data Sources and Documentation —
Ask the Experts on Various Approaches and Capabilities

Brad Schulte
Senior Manager
Deloitte & Touche LLP

Patrick Park, PharmD, MBA
Director, Forecasting and Business Analytics
Daiichi Sankyo, Inc.

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

Dharmesh Patel
Director of Gross To Net Operations
GlaxoSmithKline

5:30

Close of Day One

NETWORKING COCKTAIL RECEPTION HOSTED BY:

DAY TWO FRIDAY, NOVEMBER 16, 2018

7:00

Conference Registration and Networking Breakfast

8:00

Track Chair’s Welcome and
Review of Day One

Walt Worsham
Senior Manager
Deloitte & Touche LLP

8:10

A New Approach to GTN and Next-Generation Answers to Today’s Pressing Questions

Speaker TBA

8:50

Government Pricing, Medicaid Estimates and Accruals

Tom Evegan
Managing Director
Cumberland Consulting Group

9:30

Networking and Refreshment Break

CHOOSE BETWEEN TWO TRACKS OF CONTENT (I-II)

I ACCOUNTING AND FINANCIAL ACCRUALS

10:00

Track Chair’s Welcome and
Review of Day One

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

10:15

PANEL DISCUSSION Accounting and Financial Reporting Best Practices for GTN and Key Estimates

MODERATOR:

Eric Benson
Audit & Assurance Manager
Deloitte & Touche LLP

PANELISTS:

John D. Stitt
Hospital and Specialty US Finance Lead
Merck & Co

Karim Munir
Director, Corporate Financial Reporting and Global Consolidation
Bristol-Myers Squibb

Alia Zuhfer
Associate Director, Gross-to-Net Sales Analysis and Reporting
Bristol-Myers Squibb

11:00

Calculating the Accrual Rate, Managing Adjustments and Automating the Process

Robert Blank
Managing Consultant
Alliance Life Sciences

11:40

Impact of Price Changes, Commercial Rebates, and Price Protection on GTN

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

II FORECASTING EXCELLENCE AND FINANCIAL ANALYTICS

10:15

Best Practices and GTN Considerations for Commercializing and Establishing Market Access for New Products

MODERATOR:

Romit Kamdar
Partner
Akara Group LLC

PANELISTS:

Rita Johnson-Greene
US Commercial Operations Lead
Spark Therapeutics

Luyan Li, CPA
Director of Finance, Treasurer
Medac Pharma, Inc.

Natalie Grant
Director, Market Access Insights
EMD Serono, Inc.

11:00

Increase Accuracy and Improve Productivity Across Complex Forecasting Processes

Brian R. Barbash
Partner
Pharosity Consulting

Mike McCarthy
Partner
Pharosity Consulting

11:40

GTN Forecasting and Revenue Analytics for Improved Profitability

John Glover
Partner
Pearl Management Consulting

12:20

Networking Luncheon

GTN Toolkit and Practical Takeaways

1:20

Benchmarking Session GTN and Revenue Analytics Toolkit —
Key Metrics, Standards of Practice and Solutions for Success

I. Industry benchmarking — Sharing of Survey Results

II. Hot Topic Polling —
Real-Time Illustration of the Pressing Problems and Solutions

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

2:00

Close of Day Two