Agenda for Day 2 - Friday, September 25th 2026 - ET (Eastern Time, GMT-05:00)
- Adam S. Mostafa - Chief Financial Officer and Head of Business Development, Sitryx Therapeutics
- Discover how to apply practical lessons from ERP implementations and transitions to advanced systems as organizations grow
- Explore ways to align ERP tools with company size, operational needs, and cross-departmental IT requirements
- Master the process of selecting and integrating essential software, including equity administration platforms and procurement-to-payment systems
- Uncover strategies to address implementation pain points and optimize post-implementation efficiency and financial reporting accuracy
CPE Credits Available: 1.2
- Kyle Mandala - Life Sciences Enterprise Resource Planning (ERP) Strategy Director, RSM US LLP
- Maggie Berkeley - Biopharma Sector Leader and Risk Advisory Principal, RSM US LLP
- Michelene Taptich - Vice President, Commercial Accounting, Priovant Therapeutics
- Gina Tracey - Vice President, Corporate Controller, Alnylam Pharmaceuticals
- Gain insights into today's biotech capital markets from finance leaders who have navigated successful transactions across private equity, public offerings, and strategic partnerships
- Explore real-world lessons from recent transactions, including deal structuring, valuation benchmarks, and creative non-dilutive financing alternatives
- Discover strategies for timing capital raises by balancing clinical milestones, burn rate, and market dynamics to extend runway through critical development stages
- Understand accounting and financial reporting implications of different financing structures
CPE Credits Available: 1.2
- Laura Vasquez - Head of FP&A & Business Operations, Rocket Pharmaceuticals
- Ethan Holdaway - Vice President, Strategic Finance & IR, ProKidney
- Bill Steinkrauss - Chief Financial Officer, ILiAD Biotechnologies
- Neeraj Kumar - Executive Director, General Management and Strategy Finance, Cardiovascular Metabolism and Neuroscience, Novartis
- Explore how today's biotech CFOs are transforming their roles to become catalysts for innovation by driving finance function evolution to enable sustainable growth and operational excellence
- Gain unique insights from seasoned CFOs as they share their career journeys, lessons learned and actionable advice for emerging finance leaders
- Engage in dynamic discussions on overcoming industry challenges, fostering team resilience, and leveraging data-driven strategies to maintain a competitive edge in a rapidly evolving business landscape
CPE Credits Available: 1.4
- Kristen Godsoe - Audit Principal, New England Life Science Industry Leader, Baker Tilly
- Justin Renz - Chief Financial Officer, Zevra Therapeutics
- Kathleen Borthwick - Chief Financial Officer, Passage Bio
- Kory Wentworth - Chief Financial Officer, Entrada Therapeutics
- Mark Mullikin - Fractional/Interim CFO for Life Sciences, .
- Delve into the complexities of clinical trial accruals and their critical role in bridging finance for commercial professionals and clinical teams
- Discover how biotech companies are leveraging innovative accounting tools and automated systems to transform budgeting, forecasting, and clinical trial management to reduce risks and improve operational efficiency
- Gain actionable strategies to design processes that anticipate inaccuracies, ensuring accurate accrual recording while maintaining audit readiness
CPE Credits Available: 1.2
- Jennifer Kyle - Founder and CEO, Condor Software
Biotech finance teams are under pressure to scale without adding headcount. This session highlights practical ways automation and AI can streamline finance operations, from invoice processing and accruals to program-level cost tracking and burn visibility.
Learn how AI-powered finance agents deliver fast, explainable answers to finance questions while improving accuracy, audit readiness, and operational efficiency. Attendees will leave with a framework for evaluating AI solutions based on trust, security, governance, and scalability.
*Attendees must be currently employed by a life sciences manufacturer.
- Dave Messina - Senior Solution Consultant, Sage Software
This dynamic session will feature use case presentations from biotech professionals, each highlighting a unique, real-world example and outcome of AI application and adaptation strategies to improve efficiency and productivity in finance and operations.
- Explore how AI is transforming workflows in forecasting, GTN operations, clinical approval, and expense reporting
- Learn how AI adoption impacts financial reporting accuracy and strategies to address compliance concerns, including IP leakage, data security, and audit implications of AI adoption
- Discover how AI enables predictive finance models, driving proactive decision-making and operational agility
CPE Credits Available: 1.2
- Jessica Marenco - Associate Director, Accounting Operations, Roivant Sciences
- Soufiane Younoussi - Corporate Controller, BPGbio
- Explore real-world strategies for balancing capital allocation across R&D, commercialization, and portfolio management
- Learn best practices for managing costs, optimizing resources and scaling operations in today’s funding environment
- Gain practical tools and frameworks to make smarter financial decisions and ensure successful commercialization outcomes
CPE Credits Available: 1.2
- Melissa Bradford-Klug - Chief Financial & Business Officer, NorthSea Therapeutics
- Nikita Mody-Patel - Executive Director, FP&A, Moderna Therapeutics
- Adam S. Mostafa - Chief Financial Officer and Head of Business Development, Sitryx Therapeutics
