Finance in Pharma & Healthcare Summit

Pioneering Best Financial Practices

May 13 & 14, 2015Philadelphia, Pennsylvania

Speakers Include

Previous Speakers• CFO, Kaiser Permanete • Senior Director, Finance, Pfizer• Director, Finance, Merck• Director, Finance, Genzyme• Controller, GE Healthcare• Associate Director, Finance, Teva• VP Accounting & Finance, Concentra• Director, Financial Reporting, Health Care REIT• VP, Global Finance, Mylan Laboratories

• Chief of Staff to the Chief Strategy Officer, Sanofi

• Senior Director, Finance, Shire• VP, Finance, AmerisourceBergen• CFO, Theorem Clinical Research• Director, Portfolio Analysis, Sanofi• Director, Finance, Eisai• Senior Director, Finance, Siemens Healthcare• Director, Finance, Epizyme• Associate Director, Finance, Vertex

Past Delegates Include

• VP - Pfizer

• Director - GlaxoSmithKline

• Sr. Director - Merck & Co.

• VP - GenenTech

• Director - Kaiser Permanente

• Sr. Director - Medtronic

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Effective financial planning is central to business success in the Healthcare & Pharmaceutical Industries. In the modern business environment technological developments and the advances of globalization have created unparalleled opportunities for businesses to expand their markets. But new opportunity has opened the door to new challenges.

This summit will focus on the solutions offered by innovative financial planning and business forecasting in the Healthcare & Pharmaceutical & Industries. It will comprise of learning objectives, illustrated intermittently with a number of exploratory case studies, to include:

• Strategies to engage senior leadership around financial forecasts and reviews, as well as methods to facilitate this in the Healthcare & Pharmaceutical Industries

• Using the financial forecast as the vehicle to drive accountability for results

• Budgeting, Financial Planning and Forecasting - an approach to a single repeatable financial planning cycle

• and much more...

About The Summit

Speaker Information

Josh has a 20+ year professional career in the pharmaceutical industry.   After earning a Bachelor’s of Science degree in Chemistry from the University of Richmond, he spent over a dozen years in laboratory management within PPD’s Bioanalytical Laboratory in Richmond, Virginia.   Shortly after achieving a Master’s of B u s i n e s s A d m i n i s t r a t i o n d e g r e e a t V i r g i n i a Commonwealth University, he’s spent most of the past decade supporting operations management for Merck Research Laboratories.   He is located in Upper Gwynned, Pennsylvania, where he currently works as an Associate Director of Financial Planning and Analysis, managing operations for Discovery and Early Development in Merck Research Laboratories. 

Using Performance Management to Drive Research Business Planning

For a variety of reasons, it is often difficult for pharmaceutical researchers to effectively articulate their resource requirements and highlight their achievements during regular business cycles.   At the same time, these research groups often view operations management activities as a ‘necessary evil’.   However, by embracing and effectively integrating the components of operations management, especially performance management, researchers can present a compelling story about their stewardship of the financial investment being made in their research.   This presentation will outline how the performance management process can be used to drive business planning for research.

Josh KaminetzControllerGE Healthcare

Sandra Pham is the Vice President and CFO for Finance Operations at Kaiser Permanente. In this role, she is responsible for monitoring the overall financial health and viability of the Finance Operations comprised of: Procurement & Supply, Financial Services, Revenue Cycle, and Onelink. As a member of the Finance Operations Leadership Team, Sandra participates in business decisions to maximize the value of investments and helps shape the business by tracking the progress and forecasting the outcomes of key operations against planned objectives.   Responsibilities include financial management of   Kaiser Permanente's $2.4B annual capital program and joint management of $600M in annual operating expenditures for the enterprise.

Global Restructure from a Finance Perspective

In today’s challenging financial environment, profit conversion is   deservedly   receiving increasing attention. The healthcare reforms have increased the challenges in generating healthy revenue growth and companies are turning to cost reduction to protect their bottom line. The presentation will cover the 2012 global restructuring process in the Siemens Healthcare Diagnostic Division  as  seen from a finance perspective.

Sandra PhamCFOKaiser Permanente

John Baker is a strategic finance executive who partners with senior business leaders and management teams to provide insightful financial assessments, identify clear choices, lead decision making and improve performance. His current role is Finance Director, Diabetes & Obesity Franchise at Merck with global financial leadership and oversight for the JANUVIA family of products and franchise development pipeline. John joined Merck in 1993 developing sales automation software for the Animal Health business and then went on to lead IT teams to develop Corporate Finance and Research software development projects. John holds an MBA in Finance from Rutgers Graduate School of Management and a BS in Computer Engineering from Rochester Institute of Technology.

Managing Consigned Inventory

With a shift to outsourcing more manufacturing, a challenge is managing your company owned inventory that is physically sitting at third party suppliers in several locations. You may also have consigned FG in various distribution centers. This inventory must be reflected correctly in your books, physically counted, and usage monitored. vendor reports.

John BakerDirector, FinanceMerck

Mr. Honma began at the University of Pennsylvania Health System in 2006 and currently serves as the Senior Director of Finance and Financial Systems.  He is a graduate of the University of Southern California with a bachelor’s of science degree in accounting.  Prior to his present employment, Mr. Honma served in various capacities with Beckman Coulter, Time Warner, Paramount Pictures, and Deloitte & Touche LLP.   Mr. Honma is an active CPA in the state of California.

Optimizing Your Financial Budgeting Systems

One of the biggest struggles UPHS had with its budgeting process was the interdependence of our entities.   Our budgeting system was originally designed to hold all entities and all data in a single application.  However, what we soon learned was each entity wanted to do things differently and at different times.   With the help of our partner, we redesigned our Oracle’s EPM System (Hyperion) to further leverage its two storage options (one called ASO and one called BSO), we were able to create independent applications with calculations and an aggregation database for reporting. 

David HonmaSenior Director, Finance & SystemsUniversity of Pennsylvania Health System

Stephen joined Epizyme in August 2012 from Biogen Idec, where he was a Director of Finance. During his time at Biogen, Stephen had various senior level positions in financial planning and reporting of what is now a $70B market cap large biotech. Prior to working at Biogen, Stephen was a Director at Kraft Foods, and was part of a small team that completed the company’s $8.7B IPO.  He also held various finance-oriented positions in global locations at Kraft.   At Epizyme, Stephen is responsible for financial planning, reporting, tax, treasury, IT, and facilities.   Epizyme is creating personalized therapeutics with companion diagnostics for patients with genetically defined cancers and has been ranked #11 on Forbes’ list of most promising companies. 

Hybrid Business Model as a Pathway to Sustainability and Growth

This presentation will discuss how a biotech’s financial planning and reporting activities change over its life cycle and use Epizyme as a case study of how a private venture backed company successfully transitioned into a public company that is now listed on NASDAQ. This presentation will provide you with a framework to prepare for and execute an IPO, including building the finance organization, selecting financial systems, adjusting corporate governance, and preparing the registration statement.  In addition, the presentation will cover special planning topics for an IPO such as forecasting liquidity requirements and use of proceeds, and then guiding “the street” as a public company.

Stephen GarbaczDirector, FinanceEpizyme

Tom Russell, CPA serves as Director of Financial Reporting for Health Care REIT (NYSE: HCN) where he is responsible for the company’s SEC reporting, including 10-Q, 10-K, Earnings Press Release, and Quarterly Supplement, and the company’s implementation of Hyperion Financial Management (HFM).   Health Care REIT is an S&P 500 real estate investment trust that invests across the full spectrum of seniors housing and health care real estate.  Prior to joining Health Care REIT, Tom led the FP&A department at the corporate headquarters of orthopedic manufacturer Zimmer Inc. with over 100 locations worldwide, and the divisional headquarters of Rexam Plastic Packaging – Personal Care.Managing Consigned Inventory

The Impact of the Affordable Care Act on Federally Qualified Community Health Centers' Financial Health

Navigating the changing healthcare world due to the Affordable Care Act   along with the integration of patient centered medical homes will leave Federally Qualified Health Centers (FQHC) faced with challenges. However, with proper financial planning and management FQHCs can position themselves to benefit from healthcare reform and the many opportunities that it poses to present to FQHCs. Opportunities and challenges facing CFO’s at FQHCs will be presented.

Tom RussellDirector, Financial ReportingHealthcare REIT

Joe M. Warusz, CPA/MBA has more than 30 years of financial management experience in public and private life science companies as well as large pharma. Joe is currently Vice President Finance and Acting CFO at Soligenix Inc. Prior to joining Soligenix on June 1, 2011, Joe held senior financial positions with Amicus Therapeutics, Inc. and Orchid Cellmark, Inc., as well as managing a consulting practice which includes clients such as Ardea BioSciences, Inc., and NovaDel Pharma, Inc., all R&D-focused companies in the biotechnology and specialty pharmaceuticals arenas. Joe also held management positions in financial analysis, and operations at Bristol-Myers Squibb. He received his BS in accounting and MBA in finance at Drexel University and is a Certified Public Accountant.

Surviving a Failed Phase 3 Clinical Trial

In September 2011, Soligenix Inc. had to stop its late Phase 3 Clinical Trial due to futility. Soligenix was scheduled to enroll it last group of patients in the trial early in Q4 - 2011. Upon the announcement on the stoppage of the Phase 3 trial, company stock plummeted by ~ 70 to 75%, essentially trading at cash value. Fast forward to Q1 – 2013, Soligenix has 8 development programs in their pipeline of which 6 programs are supported by National Institute of Health (“NIH”) in some capacity. Currently, Soligenix has received either (or both) orphan and fast track designation for a number of its drug targets/therapeutic areas. As of late January, 2013, Soligenix has forward momentum and is currently trading at approximately 6/7 times cash value, the market has recognized the value of its operating divisions; BioTherapeutics and Vaccines/BioDefense.

Joe WaruszVP & Acting CFOSoligenix

Tim is a finance professional with 15 years of progressive experience in underwriting top line growth initiatives that deliver profit-enhancing results. A self-starting change agent who is continuously evaluating the strategic imperatives of the business and repositioning the information provided by my team toward accomplishing those goals. Focused heavily on understanding the needs of the external customer and exploring how to meet those needs within the framework of internal targets. A growing leader who is experienced at communicating at all levels

of the organization, discussing growth opportunites directly with an external customer, as well as directing a sizable team through the completion of strategic projects.

From Development to Commercialization

Presentation Details Coming Soon...

Tim WaitteVP, Finance - Commercial Analytics & Regional OperationsAmerisourceBergen

Charles-Edouard Castaigne is the Chief of staff to Sanofi Chief Strategy Officer.    He was appointed to his current position in October 2012.   Prior to joining Strategy & Business Development, Mr. Castaigne held several positions in Finance within Sanofi. His last position within Finance was Director Capital Markets, in charge of Sanofi external financings on the Capital Markets and of the relationships with rating agencies. He was fully involved in the $20bn Genzyme acquisition as managing Sanofi financing and refinancing strategy. Before joining Sanofi in 2004, Mr. Castaigne was as an associate in Investment Banking both at BNP Paribas in Paris and at Merrill Lynch in London.   Mr. Castaigne graduated in 2001 from HEC school of Management in Paris.

Shifting Perspectives: Leveraging Global Trends to Shape Strategy

Good healthcare goes beyond having a good neighborhood physician, especially when one takes a global view.   There are new trends evolving that will impact the demand for, access to and quality of healthcare.  In light of rapidly rising costs, new models are being tested.   Healthcare players including pharmaceutical companies must adapt effectively and efficiently to capitalize on these trends in order to both grow and improve the health of the patients they serve.

Charles-Edouard CastaigneChief of Staff to the CSOSanofi

Michael BiddlecomDirector, FinanceGenzyme

Mike Biddlecom is the Director, Corporate & U.S. Financial Planning and Analysis for Genzyme and is based in Cambridge, MA.   Since joining in June 2012, he leads the team responsible for the global consolidation of the Genzyme financials, planning processes, management reporting and oversight of BI tools.   Prior to Genzyme, Mike spent over 10 years at Biogen Idec providing financial decision support and corporate alliances leadership across early stage R&D through commercial products.   He also supported three specialty sales forces with commercial analytics leadership.  Michael holds a BS in Chemical Engineering from Bucknell University and an MBA from the Kellogg Graduate School of Management at Northwestern University.

Forecasting Health Assessment

18 months following a $20B acquisition, numerous accounting and planning system integrations, higher than normal turnover and new ways of viewing financial data, the Corp FP&A team wanted to step-back and ask how the forecast process is going.   Specifically, what is working well, what are the pain points and use as a basis for improvement and ensure the forecasting process is aligned with the business objectives and driving decision making. To help this, they used an outside consultant for a quick 3-week project.   This discussion focuses on the framework and process used to collect, analyze and prepare action plan on the Genzyme global corporate planning processes.

The Information

For larger groups or special requests contact Lewis by calling +1 415 692 5281 or email lchandler@theiegroup.com* Team discounts are applicable at the point of registration only.

Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4500 ($1500 per attendee)5 Diamond Passes: $7000 ($1400 per attendee)

Ways to Register+1 415 692 5281 +1 323 446 7673 CLICK HERE TO REGISTER

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Finance in Pharma & Healthcare SummitDate: May 15 & 16, 2014City: Philadelphia, PennsylvaniaVenue: TBC

Registration Pricing

Silver Pass

$1395Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1195Early Bird Price(before Mar 6)

Diamond Pass

$1895Access to all sessions, networking

events, annual subscription to all content on the Finance channels via

ieOnDemand

$1695Early Bird Price(before Mar 6)

Gold Pass

$1695Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1495Early Bird Price(before Mar 6)

1 Day Pass

$695Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

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Pass Options Silver Pass: $1295 Attendees ____ Gold Pass: $1595 Attendees ____ Diamond Pass: $1795 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Lewis Chandler by calling +1 (415) 692 5281 or email lchandler@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Finance channels via ieOnDemand

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before April 10, 2015 incur an administrative charge of 50%. If you cancel your registration after April 10, 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFinance in Pharma & Healthcare SummitMay 13 & 14, 2015 | Philadelphia | PennsylvaniaFor registration or more information on the program, please call Lewis on +1 (415) 692 5281, or fax this registration form to +1 (323) 446 7673

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7 Schedule

Networking Drinks 17.00 - 19.00

May 14

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

May 13Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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Previous Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.comht TI L

Exhibitor

Exhibitor

Exhibitor

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

Financial Forecasting & Planning InnovationSummit April 10 & 11, London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate Venturing Summit October 21 & 22, San Francisco

Start Ups & The CFOOctober 21 & 22, San Francisco

Financial Forecasting & Planning InnovationSummitOctober 23 & 24, Shanghai

Financial Forecasting & Planning Innovation SummitOctober 30 & 31, Mumbai

SeptemberFinance Transformation Summit September 9 & 10, Boston

Financial Forecasting & Planning Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

MayFinance in Pharma & Healthcare ForumMay 15 & 16, Philadelphia

FP&A for Consumer Goods Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

JunePayment SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 18 & 19, San Diego

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

Financial Forecasting & Planning Innovation SummitMarch 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 12 & 13, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

CFO

2014 Calendar

Continued...

Compliance & Regulation Summit September 11 & 12, Boston

CFO InnovationSummit September 17 & 18, London

JulyTreasury Management SummitJuly 10 & 11, Boston