Advisory Board & Speaker Bureau Management

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1 From the creators of 6th Annual Advisory Board & Speaker Bureau Management Conference Recruit, Engage and Optimize Advisory Boards and Speaker Bureaus with Limited Resources in a Post-Sunshine Act Era June 24 25, 2014 Hyatt at the Bellevue Philadelphia, PA Track A: Advisory Boards Faculty Kevin Appareti MBA, Senior Director, Global Medical Science Liaison, PHILLIPS HEALTHCARE Alexander Tolmachev Senior Medical Manager TAKEDA Track B: Speaker Bureau Faculty Kasmin Delgado Medical Science Liaison ASSUREX Rudell Christian Director of Health Economics and Outcomes Research SUNOVION PHARMACEUTICALS Featured Workshop: Explore ways to Recruit, Nurture and Improve Relations with Advisory Board Members and Speakers Maureen Cawley PharmD, Group Manager for Advisory Board Services Roopal Shah Senior Medical Science Liaison David Stauffer Consultant of Global Marketing ELI LILLY AND COMPANY Learn directly from Thought Leaders and KOLs on positive interactions with industry on advisory boards and speaker bureaus in a interactive learning atmosphere Discover ways to improve recruitment strategies to increase physician participation post-sunshine Act implementation Optimize interactions in managing advisory boards, speaker bureaus and KOL engagement Sponsor: Attendee Benefits Include: Explore methodologies to efficiently build and implement compliant international advisory boards and speaker programs Hear from leading Thought Leaders on how they are looking to be perceived in an industry/ thought leader relationship Hear from industry leaders representing Pharmaceutical, Biotechnology and Medical Device industries Program Features: 2 Tracks 3 Case Studies 18 Educational Sessions 19 Faculty Members 3 Interactive panel Sessions 2 KOL Perspective Spotlight Sessions

2 6th Annual Advisory Board & Speaker Bureau Management Conference Dear Colleague, As a premier strategy for life science organizations, advisory boards and speaker bureaus act as a strategic tool to assist in product development and expanding a brand/product knowledge. However, developing, growing and maximizing these platforms come with many challenges. For example, recruiting physicians to participate on advisory boards and speaker bureaus. The complexities arise when an organization must work within the constraints of previous contracts, hesitation from academic institutions and current regulations. Another challenge occurs after regulations have created a highly regimented meeting format, producing stagnant meetings and contributing to a decline in physician participation. Both advisory boards and speaker bureaus must work through the struggles of determining adequate compensation and fair market value for the specialists they enlist for their programs while remaining compliant with the Physician Payments Sunshine Act. This conference is designed for professionals from pharmaceutical, biotech, and medical device industries with responsibilities in the following areas: Advisory Board Management Speaker Bureau Management/Training Speaker Programs Professional Education/Programs KOL Development Medical Science Liaison Medical Education Medical Communications Medical/ Scientific Affairs Brand Management Medical Publications Project Management Physician Education Compliance Promotional Regulatory Affairs Additionally, the implications of Physician Payments Sunshine Act are such that physicians are becoming more skeptical of participating in activities. It now falls into the hands of industry professionals to develop strategic platforms where physicians not only want to participate, but create a successful symbiotic relationship that meets the needs of both parties. This KOL/Industry relationship is at the center of every successful advisory board and speaker program. At the 6th Advisory Board and Speaker Bureau Conference facilitates learning from your colleagues on how to overcome the many challenges facing advisory boards and speaker bureau management. Through two educational tracks, 18 sessions, four case studies and two panel sessions, this premier event will act as a tool to enhance your organizations platforms. We look forward to welcoming you to Philadelphia, PA in June! Sincerely, Kristen Consalvo Kristen Consalvo Conference Production Director Scott Grossman Team Leader, Production Audience Profile 21% 6% 7% 11% 19% 28% 73% 35% By Industry n Pharma/Biotech/Med Device n Service Companies n Consultant By Function n Medical Science Education/ Speaker Programs n Business/Marketing n Ethics/Regulatory/Compliance n Clinical Operations/Product Management n Consultant Venue: Hyatt at the Bellevue Discover the true grandeur, unrivaled style, and service at our iconic downtown Philadelphia hotel. Situated on the famous Avenue of the Arts, Hyatt at The Bellevue blends old-world architecture with modern amenities. The city is yours to discover from the Hyatt at The Bellevue. From the historic Liberty Bell and Independence Hall to the Museum of Art and Eagles games at Lincoln Financial Field, you ll find a wealth of attractions close to our Center City Philadelphia hotel. Head to Reading Terminal Market to explore the nation s oldest continually operating farmer s market and sample the original Philly Cheese Steak at Pat s or the Bellevue s own Rick s. Wander through Rittenhouse Row for premier shopping, entertainment, and people watching. No matter your interests whether indoors or out, cultural or athletic you are sure to find plenty to keep you going from morning till night. Booking Details: To make reservations please call and request the negotiated rate for ExL s June Meetings. You may use the following web link to make online reservations: The group rate is available until June 2, Please book your room early as rooms available at this rate are limited. MEDIA PARTNERS: CanBiotech R&D Outsourcing Capital Sourcing Competitive Intelligence

3 Tuesday June 24th, 2014 DAY ONE 8:30 Registration Opens & Continental Breakfast for Workshop Participants 9:00 PRE-CONFERENCE WORKSHOP: Explore Ways to Recruit, Nurture, and Improve Relations with Advisory Board Members and Speakers One of the main concerns for industry is recruitment of experts who will elevate an advisory board or speaker program. This becomes a challenge as KOLs and premier thought leaders have a number of obligations and demands on their time, which prevent them from participating. Additional challenges have cropped up with the implementation of the Sunshine Act. KOLs look to distance themselves from public reporting, concerned that their practice could be negatively impacted if the public finds out they are participating in pharmaceutical programs. In an effort to help re-engage physicians, this workshop will focus on tools and techniques to develop healthy relationships on solid foundations of shared goals. This workshop will explore: Understand the strategic platform that a KOL is needed for and create a platform for engagement Demonstrate the KOL benefit and the effect on a therapeutic area Discuss recurrent strategies and KOL concerns for advisory boards and speaking programs Nurture relationships for extended engagements Effective strategies for turning an advisory board member into a speaker David Stauffer, Consultant for Global Neuroscience Marketing, ELI LILLY AND COMPANY Kevin Appareti, MBA, Senior Director, Global Medical Science Liaison, PHILLIPS HEALTHCARE *There will be a 30 minute networking break during this workshop 12:00 Workshop Concludes and Luncheon for Workshop Attendees 12:30 Main Conference Registration Begins 1:00 Chairperson s Opening Remarks 1:15 Recruitment Strategies to Increase Physician Participation Post-Sunshine Act Understand payment and reporting hesitations by Thought Leaders Learn KOL identification and mapping strategies to improve advisory boards and speaker bureaus while disseminating reported policies Best practices for optimal MSL relationships that allows for efficient recruitment Use data to help drive documentation of speaker selection Discuss additional challenges and opportunities when working with a start-up organization Kasmin Delgado, Medical Science Liaison, ASSUREX 2:00 Explore Capabilities and Implementation Approaches for Virtual Advisory Boards and Speaker Programs Explore innovative methods to conduct virtual programs based on product development phase Discuss the key considerations behind initiating a virtual advisory board and speaker bureau Best practices for executing virtual events in the life science industry Kimberly Berger, Senior Vice President, HealthSTAR Communications 2:45 Management of Advisory Boards and Speaker Bureaus through a Multiple Stakeholder Approach Implement a symbiotic client and consultant relationship to increase successful physician recruitment Learn a multifaceted approach to advisory board and speaker bureau management Discover proven techniques to identify and interact with top tier Thought Leaders Louis Greco, RPh, PharmD, President of Speaker Bureau Services, PHARMAWRITE Panel Discussion Kathryn Presto, former Vice President of Strategic Partnerships, ROCHE PHARMACEUTICALS Alexandra Langendorfer, Former Executive Director of Global Marketing, MERCK 3:30 Networking and Refreshment Break 4:00 Implement a Multimodal Platform for Scientific Programs Create a flexible KOL engagement model that adapts to a broadening range of external stakeholders Increase cross-disciplinary interactions forming a cohesive working environment Capture opportunities utilizing multiple engagement modalities, such as CME, clinical research, advisory boards and more Provide synergy and balance of business goals and KOL engagement plans Ensure a strong and long-term partnership with the pharmaceutical industry and medical communities Alexander Tolmachev, MD, Senior Manager for Medical and Regulatory Projects, TAKEDA Case Study 4:30 Maximize Global Advisory Boards and Speaker Programs to assist in International Brand and Disease State Awareness Comprehensive review of international regulations with an emphasis on Germany, France, Australia, and the United Kingdom Learn techniques to improve efficiency in a global Advisory board Best practices for international speaker bureau management Effectively mitigate concerns within international advisory boards and speaker bureau relationships Kevin Appareti, MBA, Senior Director, Global Medical Science Liaison, PHILLIPS HEALTHCARE 5:00 A Retrospective on the Adoption of Private Digital Collaboration Solutions in the Pharmaceutical Industry Discuss the effect of digital collaboration on pharmaceutical industry feedback from advisory boards and speaker bureaus for products, programs, and specific therapeutic areas Learn how technological advancements can increase overall efficiency, streamline communications, and standardize internal SOPs Understand the benefits and tradeoffs incorporating new technological systems into traditionally personal interactions Experience how to evolve your company and its technology to meet future business challenges Peter Gannon, Senior Vice President of Business Partnerships, WITHIN3 5:30 Conclusion of Day One

4 Wednesday June 25th, :00 Continental Breakfast Track A: Advisory Boards Focus 9:00 Chairperson s Opening Remarks 9:15 Utilize a Compliant and Beneficial Value-add to Entice Thought Leader Involvement Understand KOL motivation and commitment Explore six values that affect KOL perceptions and their impact Learn how to redefine the advisory board experience to deliver interactions that KOLs value more than monetary payments David Stauffer, Consultant for Global Neuroscience Marketing, ELI LILLY AND COMPANY 10:00 Streamline Efficiencies and Improve Techniques to Moderate Advisory Boards Best practices for engaging scientific experts as advisory board moderators Learn essential nonverbal communication skills Change behavior choices to encourage communication Direct conversations and lines of communication to accomplish the established goals Explore techniques to manipulating group behaviors to create a positive and efficient advisory board Maureen Cawley, PharmD, Group Manager for Advisory Board Services, 10:45 Networking and Refreshment Break Track B: Speaker Programs Focus DAY TWO Techniques to Keep Physicians Engaged Implement changes to keep programs fresh and engaging Develop and continue the discussion after speaker presentations using group forums Julian Blumenfeld, MD, Chief Medical Science Liaison, ROEHR PHARMACEUTICALS Increase Speaker Program Presentation Efficacy Through Message Relay Direct conversations and lines of communication to accomplish the established goals Ensure proper message recognition and recall by attendees Explore successful presentation skills to engage program audiences and send the right message Learn top performance strategies to measure speaker program success Roopal Shah, Senior Medical Science Liaison, 11:15 Methodology to Efficiently Build and Run Global Advisory Boards Learn how to manage your brand by prioritizing markets and considering their similarities and differences Discuss key areas of strategic planning necessary to make decisions on the scope and reach of your advisory boards Explore the tactical implementation of advisory board management before, during and after each meeting Review the involvement of key internal and external decision makers necessary to optimize the advisory board Alexandra Langendorfer, Former Executive Director of Global Marketing, MERCK 12:00 Remain Compliant for All Aspects of Industry Interactions for Advisory Board Members and Speakers while Adhering to the Sunshine Act Reporting Requirements Be aware of possible enforcement actions and what that means to your organization Prevent potential problems when releasing information to the public Develop a reporting process for processing and reporting payments Observe the legalities of the Sunshine Act for short-term and potential long-term scenarios Leverage strategic relationships between compliance and IT to ensure compliance processes are met Carrie Ashcom, Compliance Manager, GE HEALTHCARE Shared with 5th KOL Relationship Procedures to Implement and Optimize Speaker Programs on an International Level Engage key international decision-makers internally Establish an international KOL and Thought Leader database Discuss adequate compensation and fair market value for specialists using a three tier system Best practices for finding ideal participants internationally Rudell Christian, Director of Health Economics and Outcomes Research, SUNOVION PHARMACEUTICALS Speaker Program Wrap-Up Panel Interactive panel session to debate and discuss the take-away messages from the earlier track sessions Speakers practice what they preach by engaging with the audience to address specific issues in this area articipate in a professional idea exchange while cultivating connections with colleagues Moderator: Julian Blumenfeld, MD, Chief Medical Science Liaison, ROEHR Pharmaceuticals Roopal Shah, Senior Medical Science Liaison, Rudell Christian, Director of Health Economics and Outcomes Research, SUNOVION PHARMACUETICALS 12:45 Luncheon 1:45 KOL Perspective of Positive Engagements with Industry Through Multiple Channels for Advisory Boards Best practices for engaging KOLs from a KOL standpoint Explore techniques to improve industry s interactions with KOLs Discuss the evolving relationship as industry adapts to regulative measures Examine value proposition for Thought Leaders Bruce Freundlich, MD, MBA, Senior Vice President Medical, ANTARES PHARMACEUTICALS 2:15 KOL Perspective of Academic and Industry Relations and their Participation in Industry Speaker Programs Explore the edge of innovation wedged between industry and academics Discuss the new role of KOLs from domestic to global participation using case studies from Cupertino to Chennai Learn how to navigate the compliance issues when engaging physicians and scientists under contract with academic institutions Peter Fitzgerald, MD, PhD, Professor of Medicine, STANFORD UNIVERSITY continues on next page

5 Wednesday June 25th, :45 Networking and Refreshment Break Shared with KOL Relationship 3:00 Engage KOLs in Late Lifecycle Product Development to Expand to New Indications Learn to effectively manage and examine post-marketed research to engage key Thought Leaders Collaborate with Thought Leaders to gain information and insight necessary in new indications to avoid adverse events Understand what new studies can be done to look at additional indications when working with Thought Leaders Partner with KOLs and cross functional teams to ensure information is distributed across the company to prepare sales representatives to speak about the uses for new indications Joyce Ryan, DNP, NP-BC, RN, Director of Medical and Clinical Affairs, SAGE PRODUCTS DAY TWO 3:30 Creation of an Industry Platform to Maximize KOL and Thought Leader Participation Examine strategies to overcome Sunshine Act hurdles Learn how to maximize KOLs want to participate Discuss the future of KOL and industry relationships Moderator: Victor Miranda, MD, MBA, Vice President of Medical Operations, GE HEALTHCARE Panel Discussion Kasmin Delgado, PhD, Medical Science Liaison, ASSUREX Peter Fitzgerald, MD, PhD, Professor of Medicine, STANFORD UNIVERSITY John Sears, PhD, MBA, Manager of Global Strategic Marketing, JANSSEN GLOBAL SERVICES Alexander Tolmachev, MD, Senior Manager for Medical Regulatory Projects, TAKEDA 4:30 Conference Concludes Registration Information Registration Fees Standard Pricing Conference Only $1,995 Conference & Workshop $2,295 Onsite Pricing Conference Only $2,095 Conference & Workshop $2,395 Group Discount Program Save 25% per person when registering four For every three simultaneous registrations from your company, you will receive a fourth complimentary registration to the program (must register 4 at one time) this is a savings of 25% per person. Save 15% per person when registering three Can only send three? You can still save 15% off of every registration. Terms & Conditions: By registering for an ExL Events, Inc. ( ExL Pharma ) event, you agree to the following set of terms and conditions listed below: Registration Fee: The fee includes the conference, all program materials, and designated continental breakfasts, lunches and refreshments. Payment: Make checks payable to ExL Events, Inc. and write code C511on your check. You may also use Visa, MasterCard, Discover or American Express. Payments must be received in full prior to the commencement of the conference. Any discount applied cannot be combined with any other offer, and must be paid in full at the time of order. Parties must be employed by the same organization and register simultaneously to realize group discount pricing options. Group discounts available to individuals must be registered simultaneously and employed by the same organization. Cancellation and Refund Policy If you need to cancel your registration for an upcoming ExL event, please note the following policies derived from the Start Date of the event: Four weeks or more: A full refund (minus a $295 processing fee) or a voucher to another ExL event valid for 18 months from the voucher issue date. Less than four weeks: A voucher to another ExL event valid for 18 months from the voucher issue date If you cancel at any time after receiving the conference documentation, the voucher issued will be $395 less. Substitution Charges: There will be an administrative charge of $300 to substitute, exchange and/or replace attendee badges with a colleague occurring within five business days of the conference. ExL Pharma reserves the right to cancel any conference it deems necessary and will not be responsible for airfare, hotel or any other costs incurred by registrants. ExL Pharma s liability is limited to the conference registration fee in the event of a cancellation and does not include changes in program date, content, speakers,or venue. * The opinions of ExL speakers do not necessarily reflect those of the companies they represent, nor ExL Events, Inc. Please Note: Speakers and agenda are subject to change without notice. In the event of a speaker cancellation, significant effort to find a suitable replacement will be made. The content in ExL slide presentations, including news, data, advertisements and other information, is provided by ExL Events, Inc. s ( ExL s ) designated speakers and is designed for informational purposes for its attendees, and is NOT INTENDED for purposes of copywriting, nor redistribution to other outlets without the express written permission of ExL s designated speaking parties. 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