Finance & Insurance Tools

video-tile_BIO Savings Week_Finance and Insurance Tools
Finance & Insurance Tools
September 9, 2025

Explore financial and HR services that empower life science companies to grow with confidence. Hear from Brex, Aon Risk, and ADP R&D Tax Credit on how to simplify expense management, access turnkey HR support, and capitalize on valuable tax credits.

Agenda Overview:

  • BIO Business Solutions Overview - unlocking value and savings.
  • Brex – Discover how to streamline company spending and optimize your financial runway with powerful, founder-friendly tools.
  • ADP Tax Credits – See how your company’s activities may qualify for valuable federal R&D tax credits and how ADP can help you claim them.
  • Aon Risk Insurance – Learn how to manage risk across the life sciences enterprise, from directors & officers (D&O) insurance to data privacy, cyber liability, and clinical trial protection.
  • Live Q&A
  • Closing Remarks

BIO Business Solutions® is the largest cost-savings program for the life sciences industry, leveraging the collective buying power of thousands of member companies to deliver exclusive pricing on lab supplies, insurance, office essentials, and more, all at no additional cost to members.

Finance & Insurance Tools Presentation Slides
Moderators & Speakers
Jeff Vallerga headshot v3 resized
Jeff Vallerga, Moderator
Vice President, Business Development
Biotechnology Innovation Organization (BIO)
Jose Arellano headshot
Jose Arellano
Senior Director of Channel Strategy
ADP R&D Tax Credit
Max Conaboy headshot
Max Conaboy
Senior Vice President
Aon
Gaby Levey headshot
Gaby Levey
Startup Partnerships Manager
Brex
Natalie Marquess headshot
Natalie Marquess
Director – Growth, Life Sciences
Aon