Life Sciences and Pharmaceutical

conference Webcast

CPE Credits:
1-Ethics, 2-Tax, 5-Other

April 20, 2022
7:45 a.m. - 4:00 p.m.


Are you a CPA serving in a small or medium-size life sciences, pharma, or biotech company?

Learn from experts in the industry at the Life Sciences and Pharmaceuticals Conference. Gain the most current information on topics such as funding and finance models, tax updates (R&D, M&A, etc.), and real-time state-of-the-industry updates. With insight on accounting best practices, regulatory updates, and financial strategies, you will receive the information you need to stay on top of the rapidly changing and evolving life sciences and pharmaceutical industries.


Thanks to our 2022 sponsor Gallagher_Affinity_3D_stackedCapstan_Logo_Horizontal


Sponsor this conference! View packages >


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Molineaux, Christopher
Featured speaker

Christopher Molineaux
President & Chief Executive Officer, Life Sciences PA

As president and CEO of Life Sciences Pennsylvania, Christopher Molineaux serves as the chief advocate and spokesman for the life sciences industry that calls Pennsylvania home. Molineaux oversees the strategic direction for the association, assuring Life Sciences Pennsylvania continues to be the catalyst that makes Pennsylvania the top location for life sciences companies. Molineaux brings to Life Sciences Pennsylvania more than 25 years of experience in the bio-pharmaceutical and health care industries, with frontline experience in developing and executing strategies to navigate a shifting economic and political environment.



2022 Agenda

7:45 a.m.
Conference Opens

8:00 a.m.

State of the Industry (1-Other)

  • An update and outlook on product sales, including pharmaceutical drugs and medical devices
  • Learn ways to create value in the market and for patients and your workforce
  • Are there innovative finance strategies for products and therapies on the horizon?
Molineaux, Christopher

Christopher Molineaux
President & Chief Executive Officer
Life Sciences Pennsylvania


8:50 a.m.

Tax Presentation on Capitalization and Amortization (1-Tax)

  • Tax treatment of start-up and research and experimental expenditures
  • Recognition of upfront fees, milestone payments, and royalty payments
  • Amortization and timing of tax deduction for worthless intangibles
Gooding, Eric
Eric Gooding, CPA
Partner
Maillie LLP

9:40 a.m.
Take a Break

9:55 a.m.

Accounting Standards – What to Focus On (2-Other)

  • Collaboration agreements and other revenue recognition topics
  • In-process research and development and asset acquisitions
  • Debt and equity transactions
  • Stock-based compensation considerations
Ryan Starkes

Ryan Starkes, CPA
Partner
Centri Business Consulting LLC

Krug, Jaime

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

Curtis Farrow

Curtis Farrow, CPA, ASA
Managing Director
Centri Business Consulting LLC

Joe Notaro

Joe Notaro, CPA
Partner
Centri Business Consulting LLC


11:35 a.m.
Lunch Break

12:25 p.m.

Everything You Need to Know About Claiming the R&D Credit (1-Tax)

  • Understanding all relevant buckets of R&D expenditures
  • Detailing the four-parts test for project qualification with examples
  • Comparing base methodology: Evaluating both the alternative simplified credit and regular credit methodologies
  • Utilization: Offsetting income tax and/or payroll tax
Chikes, Ashley

Ashley Chikes
Director of Operations
EPSA


1:15 p.m.

Ethics and Culture (1-Ethics)

  • Consider the ethical principles that CPAs are required to follow
  • Pressures that cause CPAs to cross the line and how to make sure you do not succumb
  • Cases of practitioners who succumbed to pressure and lost their livelihoods - from helping clients avoid restating earnings to booking fraudulent entries and overstating revenues
  • How to establish an ethical culture
Allison Henry, CPA, CGMA

Allison Henry, CPA
Vice President - Professional & Technical Standards
PICPA


2:05 p.m.

Take a Break


2:20 p.m.

Mergers and Acquisitions (1-Other)

  • Preparing for an exit transaction
  • Accounting focus areas at the time of the transaction
  • Ongoing post-acquisition matters
Curtis Farrow

Curtis Farrow, CPA, ASA
Managing Director
Centri Business Consulting LLC

Tori Jancovic

Tori Jancovic, CPA
Managing Director
Centri Business Consulting LLC


3:10 p.m.

Planning for Financings in an Ever-Changing Climate (1-Other)

  • Financing through the life cycle of a life science company
  • Planning for public company readiness
Carlin, Barb
Barb Carlin
Managing Director, Mid-Atlantic Region
Danforth Advisors
Hess, Tom
Tom Hess
Consultant CFO
Danforth Advisors
Drexler, Susan
Susan Drexler
Consultant CFO
Danforth Advisors

4:00 p.m.
See You Next Year!


Credits

CPE Credits: 1-Ethics; 2-Tax; 5-Other

Level: Update Beginner
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Registration

PICPA Member: $345
Nonmember: $445
CLE Credits Fee: $50

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Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.