Join us for an invitation-only C-level breakfast with Southern California leaders to discuss how AI and automation are transforming finance across the life sciences and healthcare sectors.
April 22, 2026
8:30 – 10:30 AM PDT
Balboa Bay Resort
1221 West Coast Highway, Newport Beach
OVERVIEW
Join McDermott + Bull and our partners for an invitation-only C-Level breakfast with senior leaders from across Southern California’s life sciences, healthcare, and medical sectors. The discussion will explore “Finance in the Age of AI” and how automation and artificial intelligence are transforming the finance function within highly regulated and innovation-driven industries.
As organizations navigate increasing regulatory complexity, rapid innovation cycles, and growing data demands, finance leaders are being asked to deliver faster insights while maintaining rigorous compliance and financial oversight. Automation and AI are beginning to play a meaningful role in how finance teams approach forecasting, reporting, operational efficiency, and strategic decision-making.
Exclusivity: This event is by invitation only.
Contact: If you have any questions, please email marketing@mbexec.com.
Event Hosts
About McDermott + Bull Executive Search:
McDermott + Bull Executive Search is leading the way in transforming executive search services worldwide, one relationship at a time. With experienced Principals in Canada, United States, and Europe, McDermott + Bull has become the trusted search advisor for empowering change on behalf of private and public companies, private equity firms, and their operating companies. Known for being thorough and balancing the need for urgency, McDermott + Bull provides personalized solutions to those who value contribution over pedigree. Leveraging deep vertical experience, innovative thinking, and proven time-saving methodologies, the company challenges the norm and thrives in the recruitment of difficult-to-find, culture-critical VP to C-Suite executive talent.
About McDermott + Bull Interim Leaders:
McDermott + Bull Interim Leaders is a unique, personalized, and urgent service that places performance-focused senior-level executives into consultative roles to manage business challenges and opportunities during a time of transformation. The interim leader talent pool consists of senior-level professionals across a diverse functional spectrum who meet the rigorous qualifications to work on time-sensitive engagements. The firm specializes in placing operations, finance and accounting, technology, human resources, and executive-level functions.
About SoCalBio:
SoCalBio is the premier life sciences trade association representing the biomedical, medical device, diagnostic, and digital health sectors across Southern California. The organization connects companies, investors, researchers, and policymakers to accelerate innovation and support the growth of the region’s life sciences ecosystem. Through advocacy, education, networking, and industry programs, SoCalBio works to advance scientific discovery, strengthen the life sciences workforce, and position Southern California as a global hub for healthcare innovation.
About CBIZ:
CBIZ is a leading professional services advisor providing accounting, tax, advisory, benefits, insurance, and technology solutions to organizations across the United States. With offices nationwide and a multidisciplinary team of specialists, CBIZ partners with businesses at every stage of growth to help them navigate complex financial, operational, and regulatory challenges. Through an integrated approach that combines industry expertise with personalized service, CBIZ supports companies in strengthening performance, managing risk, and achieving long-term success.
Event Agenda
8:30 AM | Event Begins
9:00 AM | Guest Speaker
10:30 AM | Event Concludes
Frequently Asked Questions
Where can I find parking?
There are on-site parking options, including valet or self-parking.