Day One: Wednesday, September 18, 2024 - ET (Eastern Time, GMT-05:00)
CPE Credits Available: 0.3
- Adam Weisman - Chief Executive Officer and Co-Founder, Auxilius
- Sharon Langan - VP Partnerships and Community, Auxilius
• The mechanics behind investor relations from selection to partnership
• Fund raising approaches and important elements such as timing, monetary value, and creativity perspective
CPE Credits Available: 0.9
- Zara Muradali - National Industry Leader, Life Sciences, Grant Thorton
- Ted Myles - Chief Financial Officer & Chief Operating Officer, Scholar Rock
- Michelle Robertson - Chief Financial Officer, Geron
• CSRD/ESG- SEC Climate disclosure rules status after implementation in March
• Changes to segment disclosure requirements (ASU 2023-07)
• Cybersecurity disclosures feedback and observations
• Top trends in SEC comment letters
CPE Credits Available: 0.9
- Lindsi Scanlan - Office Managing Partner- New York Metro, CFGI
- Steve Kenney - Professional Accounting Fellow, U.S. Securities and Exchange Commission
- Sarah Lowe - Deputy Chief Accountant, Division of Corporate Finance, U.S. Securities and Exchange Commission
- The CRO Conundrum – Managing Budget and Billing
- The Forecasting Dilemma – Filtering Changes and Staying Agile
- The Accruals Abyss – Tackling the Complexities
- The Path Forward – From Chaos to Clarity
CPE Credits Available: 0.9
- Jennifer Kyle - Founder and CEO, Condor Software
- Roy Gonzales - SVP, Finance, Ventyx Biosciences
- Mallory Morales - Chief Accounting Officer, Immuneering
• Managing financial risk during commercial launch phase
• Collaborating with the rest of the business in advance of a launch
• Monitoring performance and adjusting financial plans accordingly
• Managing other priorities unrelated to launch
CPE Credits Available: 0.9
- Joe Goldberg - Partner, RSM US LLP
- Robert Tantoco - Vice President of Finance, Syros Pharmaceuticals
- David Arkowitz - Board Member, Kineta
• Software and platforms that grow with the business
• Technology that lends itself to convenient integration
• Opportunities to connect platforms through different departments
CPE Credits Available: 0.9
- Lina Parra Cartagena - Associate Director, Finance, Vertex Pharmaceuticals
- Meera Phaltankar - Director of Revenue Accounting, Ironshore Pharmaceuticals, Inc.
- Michael Thater - Corporate Controller, Entrada Therapeutics
- Kyle Breidenstine - Vice President, Finance & Controller, PepGen
Close process efficiencies
- Challenges within the close process
- Technical implementations to assist in the close process
- Creative solutions for improvement
Financial Reporting
- Internal reporting preparation and key areas for stakeholders
Indirect Taxes
- Operational efficiency / Health Check
- Use of Technology to find overpayment / underpayments
CPE Credits Available: 0.9
- Gina Tracey - Controller, Alnylam
- T.J. Washburn - Vice President, Controller, Agios Pharmaceuticals
- Jana Kelly - Partner, Crowe LLP
- Christopher Engels - Partner, Crowe LLP
I) Hiring Practices
a. Stages of the biotech company journey in connection to growing finance and accounting teams
II) Treasury Management
III) Building strong valuation models for M&A
CPE Credits Available: 1.4
- Patrick Tracey - Executive Director, Finance and Accounting, Elevate Bio
- Mallory Morales - Chief Accounting Officer, Immuneering
I) Regulatory Trends and Critical Audit Matters
II) Public vs. Private Reporting Considerations
III) Budgeting and Forecasting
IV) R&D and Clinical Accrual Best Practices
V) Strategies to Streamline and Accelerate Financial Close
VI) Reality of AI for F&A Efficiency, Reliability and Traceability
CPE Credits Available: 1.4
- Erin Warner Gill - President and Chief Operating Officer, Auxilius
- Christy Fulmer - CPA, Director, Technical Accounting Success, Auxilius
- Katie Kinlay - Accounting & Reporting Advisory Senior Manager, Deloitte & Touche LLP
- Kara Seamon - Senior Manager, Audit and Assurance, Deloitte & Touche LLP
- Contracts and purchase orders set-up
- Efficiencies for contracts and PO review and approval workflow
- T&E system integration
- Streamlining processes with considerations for simplicity
- Jim Ingram - Account Executive, Sikich
- Rohit Anand - Executive Director of Finance & Controller, Tectonic Therapeutic
- Mark LaPre - Controller, Karuna Therapeutics, Inc.