2016 ABFO National Conference Agenda - Proposed

TUESDAY, MAY 30

6:00 to 8:00 pm
Welcome - Cocktail Reception
 
WEDNESDAY, MAY 31
 
7:15 am Breakfast  
8:45 - 9:00 am
Welcome | Day 1 Introductions and Announcements
 
2017 Philadelphia Conference Co-Chairs: Lou Arcudi, Chief Financial Officer, Idera Pharmaceuticals, Inc.
Mike Celano, Chief Financial Officer, Recro Pharma, Inc.
 
   
9:00 - 10:15 am
KEYNOTE SPEAKER:  Joe Quinlan, Managing Director & Chief Market Strategist, U.S. Trust, Bank of America, Private Wealth Management 
 
Identifying the main drivers of long-term change is key to investment success in the 21st century. We believe we are at the beginning of a secular growth phase for the U.S. economy driven largely by the rebalancing of global growth from the developed to the developing world. Joe will discuss the long-term drivers, the macro forces and investment themes at play across industries that are taking us into the next growth cycle.
 
10:15 - 10:30 am Break/Transition - 15 Minutes  
10:30 - 12:00 pm
PANEL DISCUSSION - "Convergence of Science and Technology"
 
 
The Life Sciences and Technology industries continue to converge. Where will it end??? The industries have created amazing capabilities - how much more is there to come. Our panel will explore how companies will continue to drive innovation with the public being the ultimate beneficiary

PANELISTS:
Rich Morris, Chief Financial Officer, Vitae Pharmaceuticals, Inc.
Dan Rizzuto, PhD, Professor, University of Pennsylvania
Joe Quinlan, Bank of America Private Wealth Management
Michael Weiner, DO, MSM, CSIST - Chief Medical Information Officer, IBM Global Healthcare

 
12:00 - 1:15 pm Lunch  
1:15 - 2:45 pm
ROUNDTABLE DISCUSSIONS Select One From Below:
 
 
Medical Device Companies
This moderated roundtable discussion will focus on issues commonly faced by medical device companies that are either public or private. Topics will include commercialization challenges, financing considerations, international expansion issues, distribution models, FCPA, tax planning strategies and ERP-related issues, amongst others.

MODERATOR: Martyn Webster, Chief Financial Officer, VitalConnect, Inc.

 
 
Early Stage Biotech Companies
This moderated roundtable discussion will focus on issues commonly faced by early stage life science companies that are either private or public and have earlier clinical trials. Topics will include clinical trial management, financing, ERP related issues, considerations and best practices, amongst others.

MODERATORS: David Tucker, Vice President, Finance, Atara Biotherapeutics, Inc.
Vanessa Jacoby, Vice President, Finance, PharmAkea Therapeutics, Inc.

 
 
Late Stage Biotech Companies
This moderated roundtable discussion will focus on issues commonly faced by later stage life science companies that have been public and have later stage clinical trials. Topics will include product launch consideration, financing, tax planning, ERP related issues, considerations and best practices, amongst others.

MODERATORS: Sharon Barbari, Executive Vice President, Chief Financial Officer, Cytokinetics, Inc.
Justin Renz, Chief Financial Officer, Cardiome Pharma Corp.

 
 
Commercial Companies
This moderated roundtable discussion will focus on issues commonly faced by mature life science companies that have been public and have commercial products. Topics will include product launch challenges, considerations and best practices, international expansion issues, distribution models, FCPA, tax planning strategies and ERP-related issues, amongst others.

MODERATORS: Barb Carlin, Chief Accounting Officer, Egalet
Harry Trout III, Senior Director of Finance, ENANTA Pharmaceuticals, Inc.

 
2:45 - 3:00 pm Break  
3:00 - 4:15 pm
BREAKOUT SESSIONS: Select One
 
 
Alternative Financing
This breakout session will focus on exploring opportunities that have been created with the renewed promise of returns for investors and the capital that have been attracted to the sector. Topics will include what is getting financed privately, prospects for continued support in the public markets, alternatives to going public and how the finance team should prepare to ensure access to capital.

MODERATOR: Chris Herr, Senior Managing Director, Oxford Finance LLC
Debbie Baker, Senior Director, Business Development, Oxford Finance LLC
Gopal Garuda, Managing Director, Gramercy Capital
Klas Holmlund, Head of Treasury, Vertex Pharmaceuticals, Inc.
Lou Arcudi, Chief FInancial Officer, Idera Pharmaceuticals, Inc.

 
 
Challenges of Managing the 4th Dimension - R&D Project/Porfolio
        This topic will include:
  • Trends and industry methodologies
  • How to ensure buy-in on R&D budgeted costs from stakeholders
  • Pitfalls of planning for R&D activities and how to overcome those pitfalls
  • Best practices, FP&A automation, technical platforms

MODERATORS:
Wanda Ionescu, Chief Executive Officer and President, R&D Logic, Inc.
Sharon Barbari, Executive Vice President, Chief Financial Officer, Cytokinetics, Inc.
Tom Burns, Senior Vice President, Finance, Chief Financial Officer, XOMA Corporation
Harry Trout, III, Senior Director of Finance, ENANTA Pharmaceuticals, Inc.

 
 
Compensation
An interactive session that will deliver into the latest news to come out of ISS, the SEC and other, as well as what Radford has observed this year in interactions with board, management and proxy advisors. The presenters will discuss corporate guidelines and regulatory development in compensation.

PRESENTERS:
Rob Surdel, Partner, Radford
Lee Ownbey, Associate Director, Radford

 
 
Investor Relations/PR
The panelists will discuss the evolution of strategic communications over the past 20 years. Highlights include a discussion of audiences for targeting communication, tools used for communication, the interaction between inside and outside counsel, and the use of social media over time

MODERATORS:
David Schull, President, Russo Partners, LLC
Maggie Beller, Senior Account Executive, Russo Partners, LLC
David Walsey, Vice President of Corporate Communications, Alder BioPharmaceuticals, Inc.
Bob Doody, Vice President of Investor Relations, Idera Pharmaceuticals, Inc.
Sarah McCabe, Vice President, Stern IR

 
4:15 - 4:30 PM Break  
4:30 - 5:45 pm
PANEL DISCUSSION: "Pricing and Reimbursement Trends"
 
We will present current topics in biopharmaceutical pricing and reimbursement including pricing and reimbursement background and trends; how changes in healthcare delivery are affecting pricing and reimbursement; current developments in value-based pricing and reimbursement and how repeal or changes to the ACA may affect pricing and reimbursement.
 
 

MODERATOR: Steven Webster, Chief Financial Officer, Spark Therapeutics, Inc.

PANELISTS:
Cpt. Howard Crawford, Senior Director of Government Sales and Market Access, Eagle Pharmaceuticals, Inc.
Cheryl Allen, RPh, BSPharm, MBA, Vice President, Industry Relations, Diplomat Pharmacy, Inc.
Giselle Bleecker, President, Medical Market Strategists, Inc.

 
5:45 pm Regional Coordinator's Meeting  
6:30 pm Depart for Evening Event  
THURSDAY, JUNE 1  
7:15 am Breakfast  
8:30 - 8:45 pm
Welcome | Day 2 Announcements
 
8:45 - 10:00 am
KEYNOTE SPEAKER: Dominic J. Caruso, Executive Vice President, Chief Financial Officer, Johnson & Johnson
 
Hear Dominic Caruso discuss his path from public accounting to chief financial officer and eventually CFO of J&J. Dominic will discuss the keys to his success including the importance of mentors, surrounding yourself with great people and ultimately not being afraid to take chances and go beyond your comfort zone. Dominic will also talk about the lessons he’s learned about building strong teams with consistent values and a common vision of caring for patients. Find out how you can be the best leader possible at each point along your career.
 
10:00 - 10:15 am Break  
10:15 - 11:30 am
KEYNOTE SPEAKER: Michael Smerconish, Host, "Smerconish" CNN; "The Michael Smerconish Program," SiriusXM Radio
 
Michael Smerconish is the host of Smerconish on CNN, The Michael Smerconish Program on SiriusXM Radio, newspaper columnist and author. He was the first radio host to interview President Obama live from the White House in 2009. He has also interviewed Presidents Jimmy Carter, George H.W. Bush, Bill Clinton and George W. Bush, as well as Vice Presidents Al Gore, Dick Cheney and Joe Biden. Michael will educate us as he shares his opinion on the current political climate.
 
11:30 - 1:00 am Lunch  
1:00 - 2:30 pm
PRESENTATION - "Revenue Recognition" - Ernst & Young
 
Update on the latest accounting developments that are expected to impact bioscience companies with a particular focus on the new revenue recognition standard. Bill and Phil will share their insights on how the new standard is being interpreted, what bioscience companies should be focused on, and how the various regulatory bodies expect to see the standard implemented.
 
   
PRESENTERS:
William Roberts, Partner, Ernst & Young, LLP
Phil Howard, Partner, Ernst & Young, LLP
 
2:30 - 2:45 pm Break  
2:45 - 4:00 pm
PANEL DISCUSSION - "The View From the Buy Side"
 
In these times when markets are responding to a multitude of factors, the views of our stockholders are more important than ever. We have an expert panel of seasoned health care investors to explain what they look for in an investment, what has worked for them and what turns them off. They will also have some advice on how to position our companies for optimal results when dealing with our investor bases.
 
 
MODERATOR: Ron Spair, COO/CFO, OraSure Technologies, Inc.

PANELISTS:
Nishit Trivedi, Ph.D., MBBS, MBA, Vice President, Corporate Strategy & Development, Senior Research Analyst, Emerald Asset Managment
Craig Yeshion, M.D., Senior Analyst, Perceptive Advisors
Mark Attalienti, Founder and President, Buyside Strategies, Inc.

 
4:00 - 4:15 pm Break  
4:15 - 5:30 pm
PANEL DISCUSSION:"FROM THE FINANCE CHAIR TO THE BOARD"
 
 
This panel brings together a seasoned group of industry veterans to discuss challenges and opportunities in making the shift from the finance chair to the Board room. The group will share their views of the role of a financial expert has in the Board room.
 
   
PANELISTS:
Lota Zoth, Board Member
Richard Baron, Serial CFO, Consultant and Board Member
Dave Hastings, Senior Vice President, Chief Financial Officer, Chief Accounting Officer, Unilife Corporation
Steven Israel, Managing Director, Korn/Ferry International
6:30 pm
DEPART FOR SPECIAL EVENT
 
FRIDAY, JUNE 2  
7:15 am Breakfast  
8:45 - 9:00 am
Welcome | Day 3 Introductions
 
2018 San Francisco Conference Chair: David Tucker, Vice President, Finance, Atara Biotherapeutics, Inc.  
9:00 - 10:00 am
KEYNOTE PRESENTATION - "Cybersecurity"
 
Cybersecurity risks lie in wait for life sciences companies. What are they and what you can do to mitigate the risks. The life sciences industry is one of the top industries subject to data breach and data security/integrity is a core assets. In addition, the growing move toward the DTC world, direct patient engagement and data analytics creates new risk and the opportunity for data and IT breaches. The panel will identify and discuss the exposure you confront and what can be done to mitigate the various risks.
 
   
PANELISTS:
Michael Davis, Senior Manager in the Advisory Services, Ernst & Young, LLP
Michael A. Towers, CISSP, Vice President, Information Security Officer, Actavis plc.
Mark Risoldi, Executive Director, Information Risk Management, Merck BIO Corning
Keith Respass, Director, Information Risk Management and Security, Merck BIO Corning
10:00 - 10:15 am Break  
10:15 - 11:30 am
GUEST SPEAKER - Jeff Marrazzo, CEO, Spark Therapeutics, "Patients"
 
  Patient care is priority number one. The changing healthcare landscape requires companies to adjust their business models and ways we ultimately develop and commercialize our product. Jeff will discuss his views on how the life sciences industry can keep patients outcomes core to their success.    
11:30 am
Closing Remarks - Conference Concludes