1. REGI S TER BY JANUARY 1 6 , 201 5 AND SAVE $300 !
LIFE SCIENCES
CONGRESS
CPE Credits
Available!
Pending Approval
ACCOUNTING & REPORTING
The Industry Standard Accounting Event Driving Practice Alignment and Financial Excellence
MARCH 16-18, 2015 | HYATT REGENCY PENN’S LANDING | PHILADELPHIA, PA
Most Customizable Congress Yet! Features 4 Pre-Conference Summits,
5 In-Depth Workshops and 2 Track Options! Plus, Earn CPE Credits!
IN-DEPTH CONTENT ON HOT TOPICS, INCLUDING:
• Gross-to-Net models for forecasting Coverage Gap
and Branded Pharma Fee
• SEC comment letter topic analysis — MD&A, Revenue
Recognition, Intangibles, Fair Value Measurements
• Internal Control frameworks that map and mitigate
business risks
• Documentation strategies aligned with SOX and
COSO requirements
• Transformative approaches to tax strategy
• Deal activity analysis and M&A outlook
• Valuation models for IPR&D assets, contingent consideration
and impact on deal strategy
• Transaction accounting for in/out licensing arrangements
• Contract review for royalty agreements and exercising
audit rights
• New revenue standard and strategies for assessment,
application and implementation
• Risk-share R&D models and asset transactions
• Accounting approaches and valuation for stock options
and equity compensation
PIONEERING PERSPECTIVES INCLUDE:
Actavis, plc • Alexion • Amgen • Amicus Therapeutics • Atlas Ventures • Bristol-Myers Squibb
Charles River Labs • Deloitte • Eli Lilly & Co. • Epizyme • Ernst & Young LLP • FASB
Gilead Sciences • Glycomimetics • Impax Labs • Intercept Pharmaceuticals • Johnson & Johnson
J.P. Morgan • KPMG • Merck & Co • Mylan • Regeneron • Sunovion
TetraLogic Pharmaceuticals • PCAOB • PwC • SEC
New This Year!
PHARMA/BIO
FINANCIAL PLANNING and ANALYSIS
A Pre-Congress Summit on March 16th
LEAD SPONSOR STRATEGIC
CORPORATE
SPONSOR
STRATEGIC
SILVER
SPONSOR
Additional
CPE Credits!
Pending Approval
W W W . C B I N E T . C O M / A C C O U N T I N G

2. WHY YOU SHOULD ATTEND
The world’s largest and longest running event for finance and accounting professionals in the life sciences
industry ramps up for the most in-depth and impactful event yet! Don’t miss the life science community’s
gold standard conference for senior financial reporting, technical accounting and financial analysis
professionals, offering industry-specific CPE content, aligning thought leaders on complex technical issues
and minimizing diversity of practice.
As the industry undergoes rapid and systemic evolution (due to healthcare reform, M&A, pricing mandates,
weakened IP, global expansion, R&D imperatives, cost containment initiatives and increased regulatory
scrutiny) CFOs, Controllers and Senior Accounting/Finance professionals are the corporate stewards for
new business and growth opportunities. With that comes the heavy burden of enormous practice
complexity and risk of financial reporting judgment errors. This event untangles the complex transactions
and minimizes the risk.
By Attending You Gain:
1. An opportunity to network, learn and benchmark from hundreds of your industry counterparts to better
align thinking on complex issues
2. Insight into the most strategic financial minds in life sciences to better position your company for growth
3. Industry-specific content that earns continuing professional education credits at the most in-depth and
leading life science-focused event of its kind
“Truly inspiring conference, year after year, to hear from thought leaders in our
industry and network regarding hot topics affecting all of us. A must-attend event!”
— 2014 Attendee, Director of Accounting, Sunovion Pharmaceuticals
By BioPharma and for BioPharma —
Highly Acclaimed Year Over Year!
WHO SHOULD ATTEND
You will benefit from attending this event if you are
CFO, CAO, Controller or senior level director from the
pharmaceutical or biotech industries with responsibilities
or involvement in the following areas:
• Accounting • Auditing
• Finance • Reporting
• Financial Analysis • Forecasting
• Gross-to-net • Corporate Governance
• Sarbanes Oxley • Contracts
This conference will also benefit consultants, software
providers and auditing firms that provide outside council
to pharmaceutical accounting executives.
BY THE NUMBERS...
OVER 400 ATTENDEES
ATTEND EACH YEAR
Representing over
life science companies
> %
90 OVER
of attending companies send teams
of participants are from
PHARMA/BIOTECH/DEVICE companies
over 90
of attendees rate this event as
“Excellent” and “Very Good.”
2 WWW.CB INE T.COM/ACCOUNT ING

3. MONDAY CHOICES
FULL-DAY SUMMIT
PHARMA/BIO FINANCIAL PLANNING
AND ANALYSIS SUMMIT
SEMINARS
FINANCIAL SOLUTIONS —
TOOL BOX AND SYSTEM SHOWCASE
A
201 BOOT CAMP —
ACCOUNTING AND
FINANCIAL REPORTING IN
LIFE SCIENCE COMPANIES
B
GRC EXCELLENCE —
MITIGATING RISK AND
STRATEGIES FOR
INTERNAL CONTROLS
AGENDA AT A GLANCE
MONDAY, MARCH 16, 2015
CHOOSE FROM MULTIPLE OFFERINGS
9:30 Pharma/Bio Financial Planning, Budgeting and Analysis Summit
11:30 Pre-Congress Learning Seminars
TUESDAY, MARCH 17, 2015
7:30 Breakfast and Main Registration
8:00 Chairperson’s Welcome and Opening Remarks
8:20
OPENING KEYNOTE PANEL
Innovation Tailwinds — New Thinking and Transformative Models
Driving the Enterprise and Shareholder Return
9:20 New and Emerging Models for Fueling Growth and Propelling Innovation
10:00 Networking and Refreshment Break
10:30 Industry Luminary Addresses
10:45 Translating Accounting and Technical Regulations into Business and
Deal Strategy — The Role of Accounting in Shaping Value
11:15 Transforming and Leading through Transformation —
The Role of the Finance Organization During Periods of Growth and Change
11:45 Taking Strides in Corporate Tax Reform —
Tax Policy’s Impact on Business Decisions
12:15 Moderated Q&A with Luminary Speakers
12:30 Networking Luncheon
1:30
REGULATORY AND OVERSIGHT EXTENDED SESSION
Review of SEC Comments in Life Sciences and Q&A with SEC
2:30 Technical Guidance Updates from FASB and Initiatives Ahead
2:50 What to Expect from the PCAOB and Impact on Preparers
3:15 Networking and Refreshment Break Hosted by:
3:45 AUDIENCE CHOOSES FROM FIVE AFTERNOON WORKSHOPS
5:45 Close of Workshops / Day One / Cocktail Reception Hosted by:
WEDNESDAY, MARCH 18, 2015
7:30 Breakfast
8:30 ATTENDEES CHOOSE BETWEEN 2 TRACKS,
WITH OPPORTUNITY TO MOVE BETWEEN SESSIONS
1:00 Close of Conference
TUESDAY WORKSHOPS
A VALUATION MODELS
AND METHODOLOGIES
B TRANSACTION ACCOUNTING
C
REVENUE PLAYBOOK —
PROJECT PREPAREDNESS
AND CONTRACT REVIEW
D GROSS-TO-NET MASTER CLASS
E ASSET VALUATION AND TAX/
TRANSFER PRICING IMPACTS
WEDNESDAY TRACKS
I TECHNICAL ACCOUNTING AND
PREPARER BEST PRACTICES
II FINANCE MODELS AND
INVESTMENT STRATEGIES
WWW.CBINET.COM/ACCOUNTING
“ Extremely insightful
to share best
practices and
lessons learned.”
— 2014 Attendee, Technical
Accounting Senior Manager,
Cubist Pharmaceuticals
3

4. FULL-DAY
SUMMIT
MONDAY, MARCH 16, 2015 9:30 FP&A Summit Registration
Please Join Us for a Welcoming Reception Immediately PHARMA/10:30 Chairperson’s Welcome and Opening Remarks
10:50 OPENING ADDRESS
New Standards of Excellence for Finance
as a Business Partner and Accelerator in
Today’s Life Sciences Industry
• The evolved role of finance as a business partner
• Changing environment and nuanced complexities
• Systems to support growth
• Transforming the annual planning process
• Key success factors for supporting specific
pharmaceutical business areas, such as Marketing,
Salesforce, R&D
11:30 PANEL DISCUSSION
Industry Excellence Panel —
Best Practices for Elevating Financial Planning and
Business Analysis
• Challenges and tips for success
• Overcoming inconsistencies and variability in forecasts
• The role of Financial Planning and Analysis in business
development and strategic planning decisions
• Internal communication and presentation strategies ­—
Approaches for presenting financial data and metrics to
internal stakeholders
Moderator:
Jacqueline Liu, Director Financial Planning and Analysis, Epizyme
Zoran Berkovic, Vice President Finance, Global FPA, Mylan
AnnMarie Earle, Senior Director, Financial and Strategic Planning,
Amicus Therapeutics
Carl Hillier, Senior Director, Corporate Financial Analysis,
Johnson & Johnson
12:30 Luncheon
1:30 Leveraging Data and Analytics to Optimize
Forecasting and Business Planning
• Designing systems and processes to maximize
data assets
• Identifying revenue drivers with analytics and
operational measures for cost controls
• Leveraging information and key analytics to
effectively drive business decisions
• Maximizing information for competitive advantage
to deliver growth and operational efficiency
Harold Tamayo, Finance Executive, eQuipus™ Health;
former Corporate Vice President of Finance & Corporate Controller,
H.D. Smith
2:15 Forecasting, Financial Modeling and Models
of Discounted Cash Flow — Strategies for the
Intersect of Financial Analysis and Reporting
• Key considerations for aspects of financial reporting
that are highly analytical in nature
• Revenue forecasting models
• Models to apply for forecasting returns, inventory and
LOE impact
• Post-acquisition intangible asset valuation
• Financial analysis around M&A transactions
Steve Vernaleken, Manager, Value Driver Sales Forecasting,
Financial Decision Support, Sanofi Aventis Pharmaceuticals
3:00 Networking & Refreshment Break
3:30 R&D Project Financial Planning, Analysis and
Budget Control
• Managing project finances and avoiding major
deviations from budgets and/or forecasts
• Best practices for budget considerations when
dealing with alliance partners
• Working effectively with collaborators and for
the exchange of actuals, budgets and forecasts
related to R&D
• Developing financial scenarios/outcomes for
R&D programs
• Communicating effectively to management and
the R&D leadership teams
Wanda Ionescu, CEO, R&D Logic
4:15 Sales/Revenue Forecasting and Contract Analytics
That Drive Profitability
• Best practices for revenue cycle and commercial
contract analytics
• Strategies to build forecasts with greater precision
to actuals, factoring in:
* changes in demand and
competitive landscape
* discount estimates and a robust
accrual methodology
* actuals that meet GAAP criteria
• Opportunities, through analytics, to drive
up profitability
Jagadesh Rajan, Vice President of Finance,
Virtus Pharmaceuticals, LLC
5:00 Close of FP&A Summit
BIO
FINANCIAL PLANNING and ANALYSIS
4

5. CHOOSE FROM MULTIPLE OFFERINGS
11:30 Main Registration
FINANCIAL SOLUTIONS — TOOL BOX AND SYSTEM SHOWCASE
11:45 Summit Facilitator’s Welcome Remarks
For the first time ever, a unique opportunity
for visibility, meaningful learning and hands-on
experience with various financial automation
tools and systems — Attendees of the annual
Accounting and Reporting Congress are invited
to engage directly with key solution providers in
small group demonstrations. Company needs are
matched with capabilities in a highly interactive
and intimate setting. Participants not only see
and experience the systems, but also walk
away with a tool kit that illustrates the nuances
of various automation systems and solutions
directly related to prevailing industry challenges.
• Who Does What —
Features and facets are explored
* interface capabilities
* data reporting and dashboard screenshots
* forecasting and analytic features
and capabilities
• Solution Synergies —
Identify tools that mirror your needs and
existing system infrastructure
* perform needs assessments
* compile a tool kit that illustrates the
solution landscape
12:00 Live Demonstration ONE
12:30 Live Demonstration TWO
1:00 Live Demonstration THREE
CONGRESS ATTENDEES CHOOSE FROM TWO PRE-CONGRESS LEARNING SEMINARS
A 201 Boot Camp —
GRC Excellence —
Accounting and Financial Reporting
in Life Science Companies
1:30 Seminar Leaders’ Welcome and Opening Remarks
The complexities of technical accounting and financial reporting
within the pharmaceutical/biotech/medical technology industry
are addressed in this 201 Seminar, and is an excellent industry
primer for even the most seasoned accounting and finance
professionals. This intermediary course addresses the key
nuances, specific regulations and emerging trends impacting the
life sciences accounting community. Gain professional insight
into areas of highest exposure and materiality, and understand
the key accounting and financial reporting implications.
I. Introduction to the Life Sciences Industry
• R&D trends — Products, FDA approvals,
market value and headlines
• Governing bodies and key regulations
II. Delve into Nuances of Contract Relationships
and Statutory/Government Pricing
• Contracting and managed markets
• Distribution channel arrangements
• Government pricing and Affordable Care
Act implications
3:30 Networking and Refreshment Break
III. Basic Revenue Principles Applied to Pharma
• R&D collaboration accounting models
• Licensing accounting
IV. Gross-to-Net Principles
• New product launch
• Product return estimates
• Forecasting Part D coverage gap
Seminar Leaders:
Matt Riviello, Partner, Deloitte & Touche LLP
Bruce Rucks, Senior Manager, Deloitte & Touche LLP
Mike Lombardo, Senior Manager, Deloitte & Touche LLP
5:00 Close of 201 Boot Camp Seminar
Mitigating Risk and Strategies
for Internal Controls
B
1:30 Seminar Leaders’ Welcome and Opening Remarks
The industry faces a higher bar for assurance, internal controls,
documentation and disclosure. This Seminar explores new and
emerging risk factors, specific to life science manufacturers,
and delves into the frameworks and key business processes
necessary for mitigating and managing these risks. Gain important
insights to best position your organization to mitigate business
risks (domestic and global), as well as strategies to maximize the
effectiveness and the value of an internal control framework.
I. Exploration of Prevailing and Evolving Risks
• 3rd party relationship oversight and due diligence
• Open payment reporting and transparency
• Global business risks and FCPA
• SEC comment letter topics —
MD&A, Revenue Recognition, Intangibles,
Fair Value Measurements, etc.
II. Deep Dive on Documentation and
Business Requirements
• Next-generation of SOX compliance
• COSO 2013 framework adoption
• Ways to derive added value while meeting
new requirements
3:30 Networking and Refreshment Break
III. Industry Panel on Working through Change
• Best practices for aligning the organization for
successful implementation
• Internal Controls — Mapping and establishing an
effective and adequate framework
• Documentation in support of SOX and
governance requirements
• Strategies to mitigate risk while maximizing
business benefit
Seminar Leaders:
Marc Miller, Partner, Advisory Risk Consulting Leader – Life Sciences,
KPMG LLP
Angela Hoon, Principal, ERM & GRC, KPMG LLP
Vishal Mehta, Director, ERM & GRC, KPMG LLP
David Levi, Executive Director, Business Controls, Bristol-Myers Squibb
Jason Pitofsky, Senior Director of Accounting,
Regeneron Pharmaceuticals, Inc.
5:00 Close of GRC Excellence Seminar
Immediately Following the Close of the Summit & Seminars 5

6. TUESDAY, MARCH 17, 2015 MAIN CONGRESS
7:30 Breakfast and Main Registration
8:00 Chairperson’s Welcome and Opening Remarks
Cathy Engelbert, Partner, Chairman and CEO, Deloitte & Touche LLP
Ms. Engelbert has twenty-eight years of experience at Deloitte, including
sixteen years as a Partner serving several of the world’s leading life sciences and
pharmaceutical companies, and advises multinational companies on financial
instrument accounting matters. She is currently a member of the Deloitte
LLP board of directors and serves on the board’s Strategic Investment and
Finance & Audit Committees. Ms. Engelbert previously served on the Risk and
Regulatory & Government Relations Committees. She holds a bachelor’s degree
in accounting from Lehigh University. She is a CPA and is a member of the
American Institute of CPAs. She is also a member of the Financial Accounting
Standards Advisory Council, the Accounting Advisory Board for Lehigh
University, and is a board executive member for a not for profit organization.
8:20 OPENING KEYNOTE PANEL
Innovation Tailwinds —
New Thinking and Transformative Models
Driving the Enterprise and Shareholder Return
• Managing investor/stakeholder relations
• Evolving tax strategy
• Driving integration of information across the enterprise
• Inspiring and innovating within the finance team
• Supporting, managing and mitigating enterprise risk
• Market factors and industry trends impacting the
business today and in the future
Moderator:
Karen C. Young, U.S. Pharmaceutical and
Life Sciences Assurance Leader, PwC
Panelists:
Robin Washington, Chief Financial Officer, Gilead Sciences
J. Kevin Buchi, President and Chief Executive Officer,
TetraLogic Pharmaceuticals
William D. “Chip” Baird, Chief Financial Officer, Amicus Therapeutics
9:20 New and Emerging Models for Fueling Growth
and Propelling Innovation
• Deal activity, trends and impact — Assessing the M&A
landscape and projecting the path ahead
• Current thinking around changing healthcare
landscape and impact on R&D investment
• Funding models and investment runways, particularly
within the rare disease space
• What we’ve seen and expectations for the future
• Company creation, deal making and venture investing
Philip S. Ross, Managing Director, Healthcare Investment Banking,
J.P. Morgan
Jean-Francois Formela, Partner, Atlas Ventures
10:00 Networking and Refreshment Break
10:30 Industry Luminary Addresses
Gain insight into the industry’s foremost minds as
influential and impactful leaders in Finance, Accounting
and Tax Policy sound off on the pressing issues impacting
the business.
Moderator:
Dave DeMarco, Partner, Northeast Life Sciences Leader,
Ernst & Young LLP
10:45 Translating Accounting and Technical
Regulations into Business and Deal Strategy —
The Role of Accounting in Shaping Value
Stephen Rivera, Worldwide Senior Director of Financial Compliance
and Procedures, Johnson & Johnson
11:15 Transforming and Leading through
Transformation — The Role of the Finance
Organization During Periods of Growth and Change
Robin Washington, Chief Financial Officer, Gilead Sciences
11:45 Taking Strides in Corporate Tax Reform —
Tax Policy’s Impact on Business Decisions
• Broad fiscal challenges and U.S. tax reform —
Key elements and potential outcomes
• The significance of corporate income taxes, drug fees
and rebates paid by life science industry
David Lewis, Chief Tax Officer, Eli Lilly & Co
12:15 Moderated Q&A with Luminary Speakers
12:30 Luncheon
REGULATORY AND OVERSIGHT EXTENDED SESSION
Moderator:
Christine Q. Davine, National Director of SEC Services, Deloitte & Touche LLP
1:30 Review of SEC Comments in Life Sciences and
Q&A with SEC
• In-depth discussion and analysis on SEC Hot Topics,
including:
* disclosures
* revenue recognition
* business vs. asset
* intangibles
* fair value measurements
Joel Parker, Accounting Branch Chief, Division of Corporation Finance,
U.S. Securities and Exchange Commission
Mr. Parker is an Accounting Branch Chief in the Office of Health Care and
Insurance within the Division of Corporation Finance. He joined the Division
of Corporation Finance in August 2004 as a Staff Accountant in the Office of
Health Care and Insurance and became a Branch Chief in that office in April
2005. From November 2005 to May 2007, Mr. Parker served as the Chief
Accounting Officer for Bon Secours Health System. He returned to his former
position at the SEC in May 2007. Prior to initially joining the staff of the SEC,
Mr. Parker was an Audit Senior Manager with KPMG LLP. Mr. Parker graduated
with a Bachelor of Science degree in Accounting from The Pennsylvania State
University and is Certified Public Accountant in Pennsylvania.
2:30 Technical Guidance Updates from FASB and
Initiatives Ahead
Cullen Walsh, Assistant Director,
Financial Accounting Standards Board (FASB)
Cullen D. Walsh was named an assistant director of the Financial Accounting
Standards Board (FASB) in 2013. He is responsible for managing the Board’s
research agenda, which includes projects where the Board has directed the
staff to perform pre-agenda research; overseeing international monitoring of
projects undertaken by other standards setters; and managing the execution
of implementation working groups, including the revenue recognition
transition resource group.
2:50 What to Expect from the PCAOB and Impact
on Preparers
Jay Hanson, Board Member,
Public Company Accounting Oversight Board (PCAOB)
Mr. Hanson was appointed by the Securities and Exchange Commission
to be a member of the Public Company Accounting Oversight Board in
January 2011. Prior to joining the Board, Mr. Hanson spent nearly 32 years at
McGladrey & Pullen, LLP. Mr. Hanson served as a member of the Emerging
Issues Task Force of the Financial Accounting Standards Board (FASB) from
2006 to 2011. He also was a member of the Financial Reporting Executive
Committee of the American Institute of Certified Public Accountants
(AICPA) from 2005 to 2011, serving as Chairman from 2008-2011.
3:15 Networking and Refreshment Break Hosted by:
6

7. TUESDAY, MARCH 17, 2015 WORKSHOPS
3:45 AUDIENCE CHOOSES FROM F IVE AFTERNOON WORKSHOPS
VALUATION MODELS AND METHODOLOGIES
• Acquisition trends and valuation
approaches for:
* inventory * divestitures * tax Inversions
* contingent consideration
* asset-like acquisitions
• Assessing available models in
approaching contingent consideration
• Strategies for applying various models
• Best practices under development
• Best methods and interpretations
to various valuation models and
approaches to auditing the information
• Industry perspectives — Lessons
learned in valuing assets, contingent
consideration and driving deal strategy
• IPR&D
• Contingent consideration
Workshop Leaders:
Michelle Mittelsteadt, Partner, Life Sciences
Valuation & Business Modeling, Ernst & Young LLP
Tatjana Heller, Senior Manager, Life Sciences
Valuation & Business Modeling, Ernst & Young LLP
Chris Reinholz, Senior Manager, Life Sciences
Valuation & Business Modeling, Ernst & Young LLP
Workshop Speakers and Panelists:
James D’Arreca, Chief Accounting Officer,
Actavis, Inc.
E ASSET VALUATION AND TAX/TRANSFER PRICING IMPACTS
5:45 C L O S E O F W O R K S H O P S
Please Join Us for a Cocktail Reception Immediately
Following the Close of Workshops Hosted by:
7
• Collaborative agreements and
asset acquisitions
• Recognition of milestone payments,
performance metrics and royalties
• Accounting for licenses of
intellectual property
Workshop Leaders:
Phil Pfrang, Lead Partner of the Health Care &
Life Sciences Merger & Acquisitions Transaction
Services Group, Deloitte & Touche LLP
Jeff Ellis, Partner, Deloitte & Touche LLP
Workshop Speakers and Panelists:
Daphne Quimi, Amicus Therapeutics
Robert Owens, Assistant Controller,
Bristol-Myers Squibb
I. Practical Application of the
New Revenue Standard
• Complexity of issues impacting
life science companies
• Key ‘watch-outs’ and how to deal
with uncertainty
• Establishing the team and talent
needed to align the organization
for the new revenue standard
• Setting up an implementation —
Needed tools and project management
II. Effective Management and Oversight
of Collaboration Agreements
• Real life implications from inadequate
and ineffective oversight over
contractual obligations
• The role of finance/accounting
personnel during contract negotiation
• How to effectively hand off contract
oversight responsibilities from deal teams
following the execution of agreements
• How a consistent and centralized
oversight program can minimize
financial risk and exposure
• Best practices to establish
oversight processes
• Strategies to consistently report and
monitor financial and operational obligations
• Consideration as to whether to exercise
audit rights — If and when?
• Technology considerations to increase
efficiency and effectiveness of
monitoring and reporting obligations
Workshop Leaders:
Pamela Yanakopulos, Partner, Capital Markets and
Accounting Advisory Services, (CMAAS), PwC
Joe Braido, Director, Forensic Services, PwC
• Critical updates on government pricing
programs, Medicaid, Tricare and 340B
• Product estimates for new
launches/returns
• Accounting for rebates, price protection,
discounts and incentives
• Forecasting Coverage Gap liability
• Estimate models for Branded Pharma Fee
Workshop Leader:
Jennifer Cain, Assurance Senior Manager, PwC
Workshop Speakers and Panelists:
Patrick R. Coyle, Senior Finance Manager, Oncology,
Bayer HealthCare Pharmaceuticals Inc.
Larry Breen, Director of Financial Planning
and Analysis/Revenue Analytics,
Sunovion Pharmaceuticals
Jeff Miller, Associate Director, Revenue Accounting,
Impax Labs
David Levi, Executive Director, Business Controls,
Bristol-Myers Squibb
A
B TRANSACTION ACCOUNTING
C REVENUE PLAYBOOK — PROJECT PREPAREDNESS AND CONTRACT REVIEW
D GROSS-TO-NET MASTER CLASS
• Bridging the divide between valuations
done for financial reporting and
tax/transfer pricing
• Understanding whether valuations done
for financial reporting can be used for
transfer pricing or tax planning purposes
• Hot button issues surrounding intangible
asset valuation in transactions, such as:
* how can the identification of
intangible assets for financial
reporting be leveraged to identify
transfer pricing opportunities and
risks during acquisition due diligence?
* what are the methods used to
value intangible assets and how
do they differ depending on the
valuation purpose?
* what benefits can be realized by
performing simultaneous valuations
for financial reporting and transfer
pricing purposes?
Workshop Leaders:
Jill Weise, Managing Director, Duff & Phelps
Andreas Chrysostomou, Managing Director,
Duff & Phelps

8. WEDNESDAY, MARCH 18, 2015 1:00 C L O S E O F 8 AT T ENDE E S CHOOS E B E TWE E N 2 TR ACK S , W I T H I TECHNICAL ACCOUNTING AND PREPARER BEST PRACTICES
8:30 Track Chairperson’s Welcome and Review of Day One
Matt Riviello, Partner, Deloitte & Touche LLP
8:45 PANEL DISCUSSION
New Revenue Standard —
Industry Strategies and Benchmarking for
Assessment, Application and Implementation
• Understanding specific industry concerns
for example:
* collaborations in scope or not?
* collectibility and implicit price concessions
* variable consideration and expected value
* licenses and application of the exemption for
usage based royalties
* synthetic FOB destination and identifying
performance obligations
• Strategies for planning an efficient
project including:
* identifying appropriate revenue streams
* educating the business and stakeholders
* organizing cross functional teams including
tax and systems
* understanding the new disclosure
requirements and transition options
* use of available tools
Moderator:
Tim Gordon, Americas Leader of Financial Accounting
Advisory Services — Life Sciences, Ernst & Young LLP
Panelists:
Stephen Rivera, Worldwide Senior Director of Financial
Compliance and Procedures, Johnson & Johnson
Robert Owens, Assistant Controller, Bristol-Myers Squibb
Tom Cunningham, Assistant Controller, Merck & Co
9:45 Practical Application of Accounting Models
for Licensing Arrangements
• Out-licensing and technical
accounting considerations
• Accounting structures/models for
licensing arrangements
• Principal agent consideration
(gross or net revenue)
• Customer payments
• Variable interest entity and consolidation issues
• Business combination versus asset acquisition
Cindy Anderson, Director of Financial Reporting and
Compliance, Alexion Pharmaceuticals
Brent Sabatini, Director of Technical Accounting, Amgen
10:30 Networking and Refreshment Break
11:00 Business Combinations and
Purchase Accounting —
Strategies to Optimize Transactions
• Complexities of accounting for large
business combinations
• Effectively control purchase accounting
adjustments related to transactions
• Account for adjustments to fair value of
purchased assets
• Implement monitoring controls and assess
relative risk
• Strategies for calculating deferred taxes,
depreciation, amortization and currency
translation adjustments
Christine Zeikel, Business Valuation Principal,
Deloitte FAS LLP
Prateep Menon, Partner, Deloitte FAS LLP
11:45 Collaboration Accounting — Industry Cases
• Common elements and prevailing models for
accounting for collaborations
• What are companies doing today to
account and report on — Current challenges
and survey results
• Key accounting questions and considerations
for both parties
• Tax considerations — Deal structure, licensee
structure (is a separate legal entity set up for
collaboration, etc.)
• Valuation considerations —
Discount rates, projections
Isabelle Freret-Fresnel, Executive Director, FAAS,
Ernst & Young LLP
1:00 Close of Track I
W W W. C B I N E T . C O M / A C C O U N T I N G

9. H O P POR TU NI T Y TO MOVE B E TWE E N S E S S IONS
8:30 Track Chairperson’s Welcome and Review of Day One
Chris Cooper, Partner, Deloitte & Touche LLP,
and National Audit Life Sciences Sector Leader
8:45 PANEL DISCUSSION
Establishing an Optimal Financial
Reporting Process Post-IPO —
Strategies to Excel in the Public Arena
• Developing a finance team to be able to
handle tighter reporting deadlines and
increased compliance requirements
• Evaluation of finance function staffing needs
and levels
• Developing internal control environment that
meets public company compliance requirements
• Auditor’s top-down approach and what to
expect in an audit
• Ensuring adequate controls and
effective documentation
• Evaluating and addressing identified deficiencies
• Organizational process strategies to comply with
reporting and financial close cycle timelines
Moderator:
CFGI
Panelists:
Stephen Garbacz, Executive Director of Finance, Epizyme
Brian Hahn, Chief Financial Officer, Glycomimetics
Barbara Duncan, Chief Financial Officer,
Intercept Pharmaceuticals, Inc.
9:45 Strategies to Optimize Licensing Deals and
IP Arrangements — Tax Considerations and
Royalty Payment Reviews in Licensing Deals
• Successful business models for licensing IP,
patented technology or early-stage R&D assets
• Capitalizing on tax-efficient strategies and
leveraging intellectual property
• Accounting treatment and considerations for
determining/calculating royalties
• Best practices in conducting royalty audits to
identify underpayments and inaccuracies
John F. Lanza, CPA, Partner, Northeast, McGladrey LLP
Rita Chung, International Tax Senior Manager, McGladrey LLP
10:30 Networking and Refreshment Break
11:00 Monetizing Early-Stage R&D Assets
• Analysis of traditional funding mechanisms
for early-stage R&D assets and how that
community is evolving
• New mechanisms being deployed by
the investor community to fund early stage
R&D assets
• Insight into pharma’s increasing involvement
in the funding of early stage R&D assets
• Highlights of early stage R&D assets that
have funded/exited and insights into how
those deals happened
Benjamin Perkins, Partner, Life Science Lead Advisory Services,
Ernst & Young LLP
11:45 Stock Options and Equity Compensation —
Key Considerations for Valuation
• Valuation of equity and stock compensation
• Estimating a share price when there are
multiple securities
• Considerations for what might generate an
equity award modification
Andreas Chrysostomou, Managing Director, Duff & Phelps
Amy Thomas, Director, Duff & Phelps
1:00 Close of Track II
TRACKS
II FINANCE MODELS AND INVESTMENT STRATEGIES
C O N F E R E N C E
WWW. C B I N E T. C O M / A C C O U N T I N G 9

10. SPONSORS & EXHIBITORS ABOUT OUR LEAD SPONSOR
A GREAT PLACE TO MEET YOUR MARKET!
ADDITIONAL SPONSORS
BPI
Take advantage of the best opportunity to meet potential clients face-to-face. Build relationships while demonstrating thought leadership and sharing expertise.
For more information on how to position your company as a sponsor or exhibitor, contact Lauren Moras at 339-298-2172 or email lauren.moras@cbinet.com
2015 MEDIA PARTNERS
WWW. C B I N E T.COM/ACCOUNTING
10
In the United States, Deloitte* has more than 60,000 professionals with a single focus: serving our
clients and helping them solve their toughest problems by offering audit, tax, consulting, and
financial advisory services. Globally, through the Deloitte Touche Tohmatsu Limited (DTTL) network
of member firms, Deloitte can leverage the knowledge and experience of a workforce of 200,000
professionals in more than 150 countries.
Deloitte & Touche LLP, which includes the Audit and Enterprise Risk Services business of Deloitte, provides audits and reviews of financial statements
and reporting on internal controls, as well as helps organizations identify and manage risks and opportunities to improve business performance,
strengthen controls, and enhance corporate governance.
At Deloitte, we focus on helping clients transform their strategic vision into innovative, practical health care and life sciences solutions that support
their business goals today and tomorrow. Deloitte’s Life Sciences and Health Care practice is among the largest in the world, leveraging the extensive
knowledge, skills and experience of over 7,000 professionals in 80 countries around the world and approximately 4,500 professionals in the United
States. Our practice offers a distinctive menu of professional services delivered in an integrated approach that addresses all segments of the health
plan, health provider and life sciences industries. For more information on Deloitte’s services, please visit www.deloitte.com.
*As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and
its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
ABOUT OUR STRATEGIC CORPORATE SPONSOR
PwC’s Pharmaceutical and Life Sciences Industry Group is dedicated to delivering effective solutions to the complex strategic, operational
and financial challenges facing pharmaceutical, biotechnology and medical device companies. We provide industry-focused assurance,
tax and advisory services to build public trust and enhance value for our clients and their stakeholders. More than 195,000 people in
157 countries across our network of firms share their thinking, experience and solutions to develop fresh perspectives and practical advice.
Visit us at www.pwc.com/us/pharma and www.pwc.com/us/medtech.
ABOUT OUR STRATEGIC SILVER SPONSOR
Life Sciences companies are in the midst of a highly active and competitive transaction market. EY’s Life Sciences teams help senior finance
executives navigate the complexities of transformational change, whether that change is a result of transactions that reshape the business
model, enterprise-wide projects that require integration across the entire organization or significant regulatory shifts that affect the financial
operations of the overall business. We work with you to make the right decisions by combining your organizational knowledge with the
thorough analysis of our experienced professionals, who can provide insights into the trends and developments affecting pharmaceutical,
biotechnology and medical device companies in the sector.
It is one way that we are helping to build a better working world.

11. “This continues to be the premier conference that all financial reporting
VENUE
Hyatt Regency Penn’s Landing
201 S. Columbus Blvd.
Philadelphia, PA 19106
Reservations: 888-421-1442
Direct Line: 215-928-1234
SUBSTITUTION & CANCELLATION
Your registration may be transferred to a
member of your organization up to 24 hours
in advance of the conference. Cancellations
received in writing on or before 14 days
prior to the start date of the event will
be refunded, less a $399 administrative
charge. No refunds will be made after this
date; however, the registration fee less
the $399 administrative charge can be
credited to another CBI conference if you
register within 30 days from the date of this
conference to an alternative CBI conference
scheduled within the next six months. In
case of conference cancellation, CBI’s
liability is limited to refund of the conference
registration fee only. CBI reserves the right
to alter this program without prior notice.
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 without notice.
The opinions of the conference faculty do not
necessarily reflect those of the companies
they represent or CBI.
ACCOMMODATIONS:
To receive CBI’s special discounted hotel rate:
Online: cbinet.com/accounting
Phone reservations: 888-421-1442
(mention CBI’s Accounting)
Book Now! The Hyatt Regency Penn’s Landing
is accepting reservations on a space and rate
availability basis. Rooms are limited so please
book early. All travel arrangements are subject
to availability.
TEAM DISCOUNT:
Attend this conference FREE if you bring
THREE registered colleagues from your
organization or external to your organization
(enables cross-company teams). Team
registrations must be made at the same time to
qualify. To receive the team discount you must
register with our customer service department
by calling 339-298-2100.
* Advantage pricing rates do apply when applicable.
Offer may not be combined with any other special pricing
promotions. Offer may be used at CBI co-located events.
SATISFACTION GUARANTEED:
CBI stands behind the quality of its conferences.
If you are not satisfied with the quality of the
conference, a credit will be awarded towards
a comparable CBI conference of your choice.
Please contact 800-817-8601 for further
information. Advanced preparation for CBI
conferences is not required.
Register by 1/16/15 and SAVE $300!
REGISTRATION FEE:
PC15139
Advantage Pricing*
Congress — $2,299
Congress + FPA Summit — $2,599
FPA Summit Only — $1,299
Standard Pricing*
Congress— $2,599
Congress + FPA Summit — $2,899
FPA Summit Only — $1,599
*Fee includes continental breakfast, lunch,
wine and cheese reception, refreshments
and conference documentation.
Please make checks (in U.S. funds drawn
on a U.S. bank) payable to: CBI.
(No personal checks accepted.)
PLEASE NOTE: All advertised discounts are
taken from the final, Standard Rate.
FOUR WAYS TO R EGI S T E R NOW!
3
PHONE
Christian Alongi
339-298-2131
1
WEBSITE
cbinet.com/accounting
2
EMAIL
christian.alongi@cbinet.com
4
LIVE CHAT
cbinet.com/accounting
REGISTRATION INFORMATION
11
personnel from pharma/biotech should participate in each year.”
— Chief Accounting Officer, Eli Lilly & Co.
PROGRAM CONTENT:
Sharon Langan
Team Leader,
CBI’s Financial Series
sharon.langan@cbinet.com
339-298-2115
PROGRAM REGISTRATION:
Christian Alongi
Delegate Sales Representative,
CBI’s Financial Series
christian.alongi@cbinet.com
339-298-2131
PROGRAM SPONSORSHIP:
Lauren Moras
Business Development Manager,
CBI’s Financial Series
lauren.moras@cbinet.com
339-298-2172
YOUR KEY POINTS OF CONTACT:

12. W W W . C B I N E T . C O M / A C C O U N T I N G
MARCH 16-18, 2015 | HYATT REGENCY PENN’S LANDING | PHILADELPHIA, PA
R E G I S T E R B Y JA N UA R Y 1 6 , 2 0 1 5 A N D S AV E $3 0 0 !
ACCOUNTING & REPORTING
CPE Credits
Available!
Pending Approval
LIFE SCIENCES
CONGRESS
The Industry Standard Accounting Event Driving Practice Alignment and Financial Excellence
CBI
70 Blanchard Road
Burlington, MA 01803
REGI S T E R BY JANUARY 1 6 , 201 5 AND SAVE $300!
LIFE SCIENCES
CONGRESS
CPE Credits
Available!
Pending Approval
ACCOUNTING & REPORTING
The Industry Standard Accounting Event Driving Practice Alignment and Financial Excellence
MARCH 16-18, 2015 | HYATT REGENCY PENN’S LANDING | PHILADELPHIA, PA
Most Customizable Congress Yet! Features 4 Pre-Conference Summits,
5 In-Depth Workshops and 2 Track Options! Plus, Earn CPE Credits!
IN-DEPTH CONTENT ON HOT TOPICS, INCLUDING
• Gross-to-Net models for forecasting Coverage Gap and
Branded Pharma Fee
• SEC comment letter topic analysis — MD&A, Revenue
Recognition, Intangibles, Fair Value Measurements
• Internal Control frameworks that map and mitigate
business risks
• Documentation strategies aligned with SOX and
COSO requirements
• Transformative approaches to tax strategy
• Deal activity analysis and M&A outlook
• Valuation models for IPR&D assets, contingent consideration
and impact on deal strategy
• Transaction accounting for in/out licensing arrangements
• Contract review for royalty agreements and exercising
audit rights
• New revenue standard and strategies for assessment,
application and implementation
• Risk-share R&D models and asset transactions
• Accounting approaches and valuation for stock options
and equity compensation
PIONEERING PERSPECTIVES INCLUDE:
Actavis, plc • Alexion • Amgen • Amicus Therapeutics • Atlas Ventures • Bristol-Myers Squibb
Charles River Labs • Deloitte • Eli Lilly & Co. • Epizyme • Ernst & Young LLP • FASB
Gilead Sciences • Glycomimetics • Impax Labs • Intercept Pharmaceuticals • Johnson & Johnson
J.P. Morgan • KPMG • Merck & Co • Mylan • Regeneron • Sunovion
TetraLogic Pharmaceuticals • PCAOB • PwC • SEC
New This Year!
PHARMA/BIO
FINANCIAL PLANNING and ANALYSIS
A Pre-Congress Summit on March 16th
LEAD SPONSOR STRATEGIC
CORPORATE
SPONSOR
STRATEGIC
SILVER
SPONSOR
Additional
CPE Credits!
Pending Approval
W W W . C B I N E T . C O M / A C C O U N T I N G
ANY QUESTIONS OR TO REGISTER
CALL Christian Alongi 339-298-2131
or FAX TO MY ATTENTION 781-939-2694
email: christian.alongi@cbinet.com