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Agenda

Achieve Excellence in Financial Planning, Forecasting, Gross-to-Net, Corporate Controllership and External Reporting

June 11-12, 2019
  • San Francisco, CA

Agenda

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, JUNE 11, 2019

8:00

Registration and Continental Breakfast

9:00

Attendees are Invited to a Pre-Conference Workshop

GTN Boot Camp for Life Science Companies
  • Key components of GTN forecasts and projected accruals
  • Strategies for developing a sales forecast
  • GTN within commercial and Medicare Part D
  • Government pricing programs and GTN implications of Medicaid, 340B, FSS contracts
  • Establishing pipeline accruals
  • Process and systems considerations for end-to-end GTN success
  • Financial reporting and disclosures

10:00

Networking Refreshment Break

MAIN CONFERENCE

Positioning for Revenue and Growth

10:30

Chairperson’s Opening Remarks

Mike Makovec
Partner
Deloitte & Touche LLP

10:45

Opening Address Next-Generation Gross-to-Net

Mike Makovec
Partner
Deloitte & Touche LLP

11:30

Industry Panel Pace-Setting and Course-Steering for Growth — Strategies for a
High-Performing Finance Function that Scales with the Business

MODERATOR:

Deloitte

PANELISTS:

Mark Kaufmann
Chief Financial Officer
Ardelyx

Alan Fuhrman
Chief Financial Officer
Amplyx Pharmaceuticals

Laurie Stelzer
Chief Financial Officer
Halozyme

12:15

Conference Luncheon

1:30

Case Study IPO Watch-Outs and Insights for Transitioning, Commercializing and
Scaling the Business

Georgia Erbez
Chief Financial Officer
Harpoon Therapeutics (Invited)

Optimizing Systems and Technology

2:15

Digital Finance —
Tools and Techniques to Optimize Automation within Finance and Accounting

Deloitte

3:00

Networking Refreshment Break

3:30

Robotic Process Automation Applications and Strategy

Robert Wells
Managing Director
CGFI

4:15

SEC Priorities, Focal Areas and Updates from the Office of the Chief Accountant

Jamie Davis
Professional Accounting Fellow, Office of the Chief Accountant
U.S. Securities & Exchange Commission

5:00

Close of Day One

Networking Cocktail Reception immediately following the final session on day one

DAY TWO WEDNESDAY, JUNE 12, 2019

8:00

Breakfast

8:15

Chairperson’s Review of Day One

Ensuring Best Practices in GTN
Accounting and Forecasting

8:30

GTN Assessment and Roadmap to Launch Part 1: Models, Options and Process for Early Revenue

This session lays the framework and blueprint for launch, in terms of readying for GTN and early revenue.

Part 2: Copay, Coverage Gap and Returns — Three Pain Points Resolved

This segment tackles the three most difficult line items to predict when launching a product and resolves pain points.

Jennifer Sharpe
Executive Advisor, Revenue Analytics Collaborative
IntegriChain

Leigh Anne Siino
Director, Sales
IntegriChain

9:45

GTN — Brand vs. Generic Models and Considerations

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals

10:30

Networking and Refreshment Break

11:00

Product Case Study Sales Forecast Considerations, Commercial Rebates & Market Access

Murray Kay
former Commercial Controller
AbbVie

12:00

Accounting for Collaborations —
Core Considerations, Guidance and Technical Accounting Best Practices

Lindsi Scanlan
Managing Director
CFGI

12:45

Networking Luncheon

1:45

Keynote Panel Leading in Finance and Creating Value —
The Art and Science of the CFO in Today’s Cutting-Edge Biotech Company

MODERATOR:

CFGI

PANELISTS:

Marc Belsky
Chief Financial Officer
Kezar Life Sciences

Dan Chevallard
Chief Financial Officer
Regulus Therapeutics Inc.

David Meline
Chief Financial Officer
Amgen (Invited)

Carlos Campoy
Chief Financial Officer
Alder BioPharmaceuticals, Inc.

2:45

Close of Conference

Agenda

Want more agenda details? Download the brochure.

Want more agenda details? Download the brochure.

DAY ONE TUESDAY, JUNE 11, 2019

8:00

Registration and Continental Breakfast

9:00

Attendees are Invited to a Pre-Conference Workshop

GTN Boot Camp for Life Science Companies
  • Key components of GTN forecasts and projected accruals
  • Strategies for developing a sales forecast
  • GTN within commercial and Medicare Part D
  • Government pricing programs and GTN implications of Medicaid, 340B, FSS contracts
  • Establishing pipeline accruals
  • Process and systems considerations for end-to-end GTN success
  • Financial reporting and disclosures

10:00

Networking Refreshment Break

MAIN CONFERENCE

Positioning for Revenue and Growth

10:30

Chairperson’s Opening Remarks

Mike Makovec
Partner
Deloitte & Touche LLP

10:45

Opening Address Next-Generation Gross-to-Net

Mike Makovec
Partner
Deloitte & Touche LLP

11:30

Industry Panel Pace-Setting and Course-Steering for Growth — Strategies for a
High-Performing Finance Function that Scales with the Business

MODERATOR:

Deloitte

PANELISTS:

Mark Kaufmann
Chief Financial Officer
Ardelyx

Alan Fuhrman
Chief Financial Officer
Amplyx Pharmaceuticals

Laurie Stelzer
Chief Financial Officer
Halozyme

12:15

Conference Luncheon

1:30

Case Study IPO Watch-Outs and Insights for Transitioning, Commercializing and
Scaling the Business

Georgia Erbez
Chief Financial Officer
Harpoon Therapeutics (Invited)

Optimizing Systems and Technology

2:15

Digital Finance —
Tools and Techniques to Optimize Automation within Finance and Accounting

Deloitte

3:00

Networking Refreshment Break

3:30

Robotic Process Automation Applications and Strategy

Robert Wells
Managing Director
CGFI

4:15

SEC Priorities, Focal Areas and Updates from the Office of the Chief Accountant

Jamie Davis
Professional Accounting Fellow, Office of the Chief Accountant
U.S. Securities & Exchange Commission

5:00

Close of Day One

Networking Cocktail Reception immediately following the final session on day one

DAY TWO WEDNESDAY, JUNE 12, 2019

8:00

Breakfast

8:15

Chairperson’s Review of Day One

Ensuring Best Practices in GTN
Accounting and Forecasting

8:30

GTN Assessment and Roadmap to Launch Part 1: Models, Options and Process for Early Revenue

This session lays the framework and blueprint for launch, in terms of readying for GTN and early revenue.

Part 2: Copay, Coverage Gap and Returns — Three Pain Points Resolved

This segment tackles the three most difficult line items to predict when launching a product and resolves pain points.

Jennifer Sharpe
Executive Advisor, Revenue Analytics Collaborative
IntegriChain

Leigh Anne Siino
Director, Sales
IntegriChain

9:45

GTN — Brand vs. Generic Models and Considerations

Chris Prentiss
Chief Accounting Officer
Adamas Pharmaceuticals

10:30

Networking and Refreshment Break

11:00

Product Case Study Sales Forecast Considerations, Commercial Rebates & Market Access

Murray Kay
former Commercial Controller
AbbVie

12:00

Accounting for Collaborations —
Core Considerations, Guidance and Technical Accounting Best Practices

Lindsi Scanlan
Managing Director
CFGI

12:45

Networking Luncheon

1:45

Keynote Panel Leading in Finance and Creating Value —
The Art and Science of the CFO in Today’s Cutting-Edge Biotech Company

MODERATOR:

CFGI

PANELISTS:

Marc Belsky
Chief Financial Officer
Kezar Life Sciences

Dan Chevallard
Chief Financial Officer
Regulus Therapeutics Inc.

David Meline
Chief Financial Officer
Amgen (Invited)

Carlos Campoy
Chief Financial Officer
Alder BioPharmaceuticals, Inc.

2:45

Close of Conference