The CFO Digital Week offers life science professionals engaging content, daily live sessions, access to on-demand videos, free CPE Credits, and opportunities to interact with the community through live polling and Q&As. This 3-day webcast series facilitates year-round engagement and access to the industry thought leaders on the topics most relevant to you. To learn about sponsorship of future events, contact lifesciencepartners@informaconnectls.com .

Earn 1 CPE credit for each webcast attended

To be eligible to earn one CPE credit per webcast, you must:

  • Attend the LIVE webinar to earn continuing professional education (CPE) credit in connection with this webinar
  • Answer at least three polling questions
  • Attend the program for a minimum of 50 minutes

DAY 1 – May 11, 2021



Preparing to Go Public: Know Before You Go
10am EST / 9am CST / 7am PST

  • Understand value drivers for companies from the pre-IPO phase through post-IPO stabilization and optimization
  • Create a resource and operating plan, through the IPO, that focuses on meeting the financial reporting, SEC filing, investor relations, compliance, and operational readiness of the business
  • Evaluate the organizational changes through the current risk management framework and examine the impacts
    • Integration and pre-deployment controls assessment for business process and IT controls
    • Cybersecurity and privacy assessment
    • Threat intelligence and attack simulations
  • Identify post-IPO operating needs including compliance and reporting requirements, people and system needs, Board operations, investor relations, and legal considerations

Speakers:

Cameron Over
Partner
CrossCountry Consulting LLC

Jen Cadigan
Director, Accounting Advisory
CrossCountry Consulting LLC

Kati Penney
Partner
CrossCountry Consulting LLC

Panelists:

Joe Driscoll
Chief Financial Officer
Akoya Biosciences Inc.

John McCabe
Chief Financial Officer
Oncorus, Inc.

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Champions of Controllership: Advancing Accounting Despite Disruption
12pm EST / 11am CST / 9am PST

Champions of controllership find ways to innovate, automate, and scale accounting processes amidst continued disruption and despite a host of challenges. They have a vision for the future, believe in using technology to bring about change, and activate teams to modernize accounting. Join this session to hear from BlackLine’s Champions of Controllership on how companies are advancing with technology.

You will learn:

  • Why traditional close processes continue to challenge accounting teams
  • Leading practices for optimizing and automating despite disruption
  • How technology improves accuracy, saves time, and benefits everyone

Speakers:

Sonia Chu
Senior Product Marketing Manager
BlackLine Inc.

Michael Shultz
Director of Strategic Accounting
BlackLine Inc.

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DAY 2 – May 12, 2021



Planning to Execution – IPO Readiness and Roadmap
10am EST / 9am CST / 7am PST

  • Outline the new responsibilities and regulations that public companies must comply with including SEC reporting schedules
  • Define and update priorities for all departments to ensure time and budgets are well spent and external factors are attended to
  • Assess the current technology systems to ensure the necessary functionality for a public company
  • The importance of correctly valuing your business before and during transactions to allow you to make the best decisions for your organization

Speakers:

Ryan Starkes
Partner
Centri Business Consulting, LLC

Jaime Krug
Partner & Chief Quality Officer
Centri Business Consulting, LLC

Gerald Cullins
Partner
Centri Business Consulting, LLC

Christopher Mora
Partner
Centri Business Consulting, LLC

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10-Minute Stretch and Relax Break

Accelerating the Value and Outcome for New Product Launch and Commercialization
11am EST / 10am CST / 8am PST

  • Prepare for an upcoming launch by examining the challenges of gross-to-net (GTN), cost accounting, compliance reporting and revenue recognition and ways to overcome them
  • Operationalize the GTN process by setting up systems to manage allocations, accurate reporting and monitoring and review changes in the channel mix
  • Ensure the team can provide real-time budgeting and forecasting to create enhanced financial and demand modelling
  • Review and build out financial controls to manage the supply chain and contend with inflection points with rapid increases in staffing

Speakers:

Sean McAuliffe
Chief Commercial Officer
Taysha Gene Therapies

Tom Hadley
President and CCO
UTILITY Therapeutics

Barrett J. Land
Vice President, Commercial Operations
Greenwich Biosciences

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DAY 3 – May 13, 2021



Case Study: Real World GTN Transformation using Data and Analytics
10am EST / 9am CST / 7am PST

  • Visualize successful GTN management on a unified data platform
  • Improve GTN accruals and forecasting with greater visibility into market access data and assumptions
  • Drive business with data digitalization and visualization with key metrics and trend analyses
  • Gain confidence in the GTN forecasts with near real-time access to data to increase efficiency and company-wide collaboration

Speakers:

Jen Sharpe
Executive Advisor in Life Sciences Revenue Analytics
IntegriChain

Tina Knell
Assistant Director, Revenue
Bridgebio

Kary Callahan
Director, Commercial Finance
Paratek

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10-Minute Stretch and Relax Break

Managing and Controlling Indirect Procurement Costs
11am EST / 10am CST / 8am PST

Often overlooked are the smaller indirect costs in favor of managing the large budget items such as R&D, sales and marketing efforts.

  • Focus on the R&D impact from pre-clinical to phase 4
  • Explore Zero-Based-Budgeting (ZBx) and incorporate this methodology into the budgetary planning
  • Utilize ZBx to uncover the funds needed to fuel growth, and accomplish the organizational goals
  • Realize the impacts to the budget of the bigger cost items by incremental discipline

Speakers:

Janice Johnston
Vice President, Chief Procurement Officer
Mallinckrodt Pharmaceuticals

Brian Peters
Senior Director, Procurement
Gilead Sciences

Donna Donato
CEO, Americas Region, Member of Group Executive Board
Chain IQ US, Inc

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ADDITIONAL CPE INFORMATION

NASBA FIELD OF STUDY: Finance

PROGRAM LEVEL: Basic

PREREQUISITE REQUIREMENTS: None

ADVANCE PREPARATION: None

DELIVERY METHOD: Group Internet-Based

To be eligible to earn one CPE credit per webcast, you must:

  • Attend the LIVE webinar to earn continuing professional education (CPE) credit in connection with this webinar
  • Answer at least three polling questions
  • Attend the program for a minimum of 50 minutes

PLEASE NOTE: Speakers and agenda are subject to change. In the event of a speaker cancellation, every effort to find a suitable replacement will be made. The opinions of the conference faculty do not necessarily reflect those of the companies they represent or Informa Connect-CBI. *Events beyond our control include: severe weather conditions, natural and man-made disasters and any other similar events.

AICPA/NASBA guidelines for Continuing Professional Education (CPE) credits are based on a 50-minute credit hour in qualifying NASBA CPE subject areas. One credit equals 50 minutes, and are rounded down to the nearest half-credit. Networking breaks are omitted from the total CPE minutes. This event qualifies for up to 7 credits.”

COMPLAINT RESOLUTION POLICY: For more information regarding refund, complaint and/or program cancellation policies please contact partners@informaconnectls.com

OFFICIAL NASBA SPONSOR STATEMENT: Informa Connect-CBI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org *Disclaimer: Agenda is subject to change. Credits are awarded based on participation and are pending approval. Credits are based on session monitoring.

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