Life Sciences & Pharmaceutical Conference Agenda

Thursday, April 20, 2023

7:50 a.m.

Conference Opens

8:00 a.m.

1- OtherNonprofits and Value-Based Planning

  • What are the tools and techniques of value-based planning?
  • What does the concept of value-based planning look like in action?
  • How does value-based planning impact strategy, budget, and operations?

Chenora Burkett, CPA
BrchBurk Consulting

8:50 a.m.

State Tax Update 1- Tax

  • Pennsylvania budget updates
  • Recent Pennsylvania policy decisions surrounding sales and use tax
  • Recent sales and use tax audit issues
  • Nexus updates

Matthew Melinson, CPA
Partner, State and Local Tax
Grant Thornton LLP

9:40 a.m. 

Morning Break

9:55 a.m.

1-OtherEvidence-Based Approach to DEI and Health Equity

Learn and understand methods grounded in epidemiology to support DEI and health equity programs. This is critical for:

  • Understanding where an organization is starting from, including the number and ways in which people are affected in an organization.
  • Developing a strategy to address the issues identified, including what outcomes are expected once a plan is implemented.
  • Measuring the success of the strategy, including change in the organization and if the pre-identified outcomes were met.

Grace Macalino, PhD, MPH
Director, Healthcare Consulting
Baker Tilly US LLP

10:45 a.m.

1-OtherEthics and Technology

  • Explore the ethical challenges associated with transformative technologies and the importance of embedding rigorous ethics and corporate governance frameworks into the development, deployment, and monitoring of new technologies.
  • Explore the ethical principles included in the Code of Professional Conduct that address emerging practice issues created by new technologies, as well as the changes being proposed to ensure that the Code is sufficiently robust to address emerging challenges.
Allison Henry

Allison Henry
Vice President - Professional & Technical Standards

11:35 a.m.

Lunch Break

12:25 p.m.

1-OtherProtecting What Is Yours and Securing It from Others – Mitigating Risk in Life Sciences

  • Various ways to protect your intellectual property and the strengths and weaknesses of your choice.
  • Ownership of intellectual property and policies and procedures to ensure your company’s ownership.
  • Internal controls and ways to protect your company’s information.
  • Cybersecurity best practices and common scams.

Philip N. Yannella
Ballard Spahr


Scott D. Marty, PhD
Ballard Spahr

1:15 p.m.

1-OtherESG and the Life Sciences Industry

  • ESG - What it is and why it matters.
  • The life sciences industry and current trends.
  • ESG risks and innovation in the life sciences industry.
  • How companies are working to adopt an ESG strategy.
Baum, Karen

Karen Baum
ESG Services Leader

Endy, Tara

Tara Endy
BSO F&A Strategic Projects Managing Director

2:05 p.m.

Afternoon Break

2:20 p.m.

1-TaxThe R&D Credit: Updates and Best Practices for 2023 Tax Planning

  • Examine the qualification requirements for the R&D credit.
  • Discuss recent changes in claiming the R&D credit at a federal and state level.
  • Review best practices.
  • Analyze case studies in various industries, including life sciences, as well as other related fields such as software and technology, manufacturing, and engineering.
Chikes, Ashley

Ashley Chikes
Director of Operations

3:10 p.m.

1-OtherManagement Discussion and Analysis – Updates and Current Trends

  • Overview of SEC’s updates to modernize MD&A that began in 2021.
  • SEC comment letter trends on MD&A disclosures.
  • Focus on life science company disclosures.
Ryan Starkes

Ryan Starkes, CPA
Centri Consulting

4:00 p.m.

See You Next Year