*Times are displayed in Arizona Time (AZ)
Monday, March 18, 2024
Speakers:
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Kimberly Rose
Training Specialist, Advarra -
Miranda Schramm, PhD, CPTM
Director, Training, Advarra
Clinical Conductor Enterprise 101
Monday 12:00 pm - 5:00 pm AZ
This workshop will cover the essential functions of Clinical Conductor Enterprise CTMS at a high level. You will learn the basics of study setup, document management, subject management, invoicing and payments, and financial adjustments and reporting. The workshop is a great chance to explore the CTMS, ask questions from experts, and get a clear picture of what’s possible with Clinical Conductor Enterprise.
Workshop
Speakers:
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Erick Sperloen
Manager, Technology Training, Advarra -
Cassie Hemmann
Sr Training Specialist, Advarra
OnCore 101
Monday 12:00 pm - 5:00 pm AZ
Workshop
Welcome Dinner
Monday 6:00 pm - 8:00 pm AZ
General Session
Tuesday, March 19, 2024
Yoga
Tuesday 6:30 am - 7:00 am AZ
General Session
Breakfast
Tuesday 7:00 am - 8:30 am AZ
General Session
Speakers:
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Scott Uebele, MBA
Chief Operating Officer, Advarra -
Gadi Saarony, MBA
Chief Executive Officer, Advarra
General Session: Welcome & CEO Keynote
Tuesday 8:30 am - 9:30 am AZ
General Session
Speakers:
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Denise Snyder, MS, RD, LDN
Associate Dean for Clinical Research, Duke University School of Medicine -
Nick Spittal
Chief Operations Officer, Velocity Clinical Research -
Brian Sevier, PhD
Chief Operations Officer, Yale University
General Session: Customer Leadership Panel
Tuesday 9:45 am - 10:45 am AZ
Join us as a panel of leaders within the Onsemble Community discusses the industry's biggest challenges and how sites are facing them head on.
General Session
Speaker:
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Courtney Clark
Keynote Speaker,
General Session: Guest Keynote
Tuesday 11:00 am - 12:00 pm AZ
ReVisionary Thinking
The Science and Strategy of Adapting to Change
Can you reach your goals, even if things aren’t going the way you expect? Most people (and organizations) are good at setting goals and making plans, but not very good at revising those plans when things change. But that’s the real work of resilience. Backed by Courtney’s data-driven research, ReVisionary Thinking offers concrete strategies for building “future readiness” and blazing a new path when the goalposts move on you.
At the end of this session, participants will be able to…
· Avoid the typical mistakes people make when confronted with change
· Improve mental flexibility as individuals and teams
· Understand why gut instinct fails you in unfamiliar situations—and how to counter it
· Generate more (and more innovative!) ideas when solving problems
General Session
Lunch
Tuesday 12:00 pm - 1:00 pm AZ
General Session
Speaker:
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Elisa Cascade, MBA
Chief Product Officer, Advarra
General Session: Advarra Technology Deep Dive
Tuesday 1:00 pm - 1:50 pm AZ
Join our product and services team leaders to learn about new innovations from Advarra. We'll share what's new, and how Advarra solutions are helping connect all research stakeholders to move research forward.
General Session
Speakers:
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Wendy Tate, PhD, MS
Director, Advanced Analytics and Research Optimization, Advarra -
Brian Sevier, PhD
Chief Operations Officer, Yale University
Developing a Data-Driven Financial Feasibility Process
Tuesday 2:00 pm - 2:50 pm AZ
CBRN & SOCRA CE Credits Available Financials
Speakers:
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Stephen Gately
Research Information Systems Specialist/Administrator, University of Texas Medical Branch (UTMB) -
Cuong (Andy) Nguyen
Research Information Systems Specialist/Developer, University of Texas Medical Branch (UTMB) -
Liz Hennessy MSN, RN, CCRP
Research Nurse Manager of Research Coordinator Support Services, University of Texas Medical Branch (UTMB) -
Andrew Nugent
Research Information Systems Manager, University of Texas Medical Branch (UTMB)
The Phases of the UTMB IRB / eReg Integration
Tuesday 2:00 pm - 2:50 pm AZ
Training/Adoption/Implementation
Speakers:
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Kate Huffman
Director of Operations, Michigan Clinical Trial Support Unit, University of Michigan -
Amie Anderson
Business Analyst, OnCore and eReg CTMS, University of Michigan
Connecting the Spokes to the Hub: Creative Solutions for Support Services
Tuesday 2:00 pm - 2:50 pm AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Speakers:
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Erwin Go
Research Applications Specialist, Inova Health System -
Emma Barkman, MHA, CCRP
Director, Regulatory Quality Improvement & Compliance, University of Maryland - Greenebaum Comprehensive Cancer Center -
Albert Renteria
CTMS Administrator, University of Texas MD Anderson Cancer Center
General Session: Advarra Customer Highlight
Tuesday 3:00 pm - 3:50 pm AZ
General Session
Product & Services Happy Hour
Tuesday 4:00 pm - 5:30 pm AZ
General Session
Wednesday, March 20, 2024
Yoga
Wednesday 6:30 am - 7:00 am AZ
General Session
Breakfast
Wednesday 7:00 am - 8:30 am AZ
General Session
Speaker:
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Marmee Lutz
Product Manager, Advarra
Advarra eReg and eConsent Overview
Wednesday 8:30 am - 9:20 am AZ
Hot Topics in Clinical Research
Speakers:
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Josiah Argo
Clinical Trials Management Systems Analyst, University of Iowa -
Sandra Ahrendsen
Senior Business Analyst, University of Iowa
Examining University of Iowa's CTMS Custom Training Model
Wednesday 8:30 am - 9:20 am AZ
Training/Adoption/Implementation
Speakers:
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Xiyu (Sherry) Zheng, MS
OnCore Data Analyst, Stanford Clinical Trial Office -
Agnes Nika
Associate Director of Clinical Research Services, Stanford Clinical Trial Office
Workload Wizard: Paving the Path to Productivity, Balance, and Strategic Staffing
Wednesday 8:30 am - 9:20 am AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Speakers:
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Angie Padget
Associate Director, Study Startup and Billing Compliance, Duke University School of Medicine -
Susan Natoli
Sr. Strategic Services Associate, Duke University School of Medicine
Advanced Study Startup and Calendar Build Workflows in OnCore
Wednesday 9:30 am - 10:20 am AZ
CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips
Speakers:
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Debra O’Connell-Moore, MBA
Clinical Trials Regulatory Core Manager, University of Iowa -
Cena Jones-Bitterman, MPP, CIP, CCRP
Assistant Director, Compliance and Informatics, University of Iowa
Case Study: Applying CTME Maturity for Organizational Improvement
Wednesday 9:30 am - 10:20 am AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Speaker:
-
Amy Drake
Senior Business Systems Analyst, The Ohio State University Wexner Medical Center
Exploring a Mechanism for Application Access Audits
Wednesday 9:30 am - 10:20 am AZ
Regulatory
Speakers:
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Nichole Mahaffey, PhD, CCRP
Assistant Director, Protocol Review & Monitoring System, University of California Davis -
Joyce Nancarrow Tull, MSN, RN
Executive Director, Office of Clinical Research, University of California Davis -
Brian Scates, BRMP
Clinical Application Manager, University of California Davis -
Kathryn (Katie) Wong, MSCIS, PMP, CBAP, CSM
Senior Information Systems Analyst, UC Davis
The Journey from a Legacy EDC Platform to Advarra EDC
Wednesday 10:30 am - 11:20 am AZ
Training/Adoption/Implementation
Speakers:
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Rama Gundabhat
Sr. Applications Systems Analyst, The University of Texas MD Anderson Cancer Center -
Erick Sperloen
Manager, Technology Training, Advarra -
Jonathan Aguilar
Clinical Research Training Specialist, The University of Texas MD Anderson Cancer Center
A Blended Approach: ILT & Custom eLearning for Large Scale Implementations
Wednesday 10:30 am - 11:20 am AZ
Training/Adoption/Implementation
Speakers:
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Mindy Blake, MBA, CRCR, CTBC
Manager, Research Business Operations, HonorHealth Research Institue -
Barbara Moskalenko
National Director, Research Administration, Ascension
Using Clinical Conductor to Run Research as a Business
Wednesday 10:30 am - 11:20 am AZ
In this session, leaders from HonorHealth Research Institute and Ascension will share how their organizations use Clinical Conductor to help provide the visibility and control they need to ensure they're running a successful, profitable research program. Presenters will cover their processes for setting up new studies in Clinical Conductor CTMS, and then outline their financial management workflows.
CBRN & SOCRA CE Credits Available Financials
Lunch
Wednesday 11:30 am - 1:00 pm AZ
General Session
Speakers:
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Adam Civils, MSHA, CCRP
Regulatory Affairs Team Lead, VCU Massey Comprehensive Cancer Center -
Kate Huffman
Director of Operations, Michigan Clinical Trial Support Unit, University of Michigan
Task Lists: More Than A Checklist
Wednesday 1:00 pm - 1:50 pm AZ
CBRN & SOCRA CE Credits Available Training/Adoption/Implementation
Speaker:
-
Cassie Hemmann
Sr Training Specialist, Advarra
Training Isn’t Duct Tape…It Can’t Fix Everything
Wednesday 1:00 pm - 1:50 pm AZ
Training/Adoption/Implementation
Speakers:
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Denise Snyder, MS, RD, LDN
Associate Dean for Clinical Research, Duke University School of Medicine -
Catee Mullen, MS, PA-C
Director of Research Operations, Duke University School of Medicine
Enhancing Performance through Clinical Research Unit Scorecards: Driving Metrics for Excellence
Wednesday 1:00 pm - 1:50 pm AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Speakers:
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Julie ReBeau, BAA
Business Systems Analyst, University of Michigan -
Amie Anderson
Business Analyst, OnCore and eReg CTMS, University of Michigan
Embracing the Cloud: Strategies for Seamless Upgrades and External Monitor Access
Wednesday 2:00 pm - 2:50 pm AZ
Hot Topics in Clinical Research
Speakers:
-
Ehsen Malik
IT Business Process Analyst, Fred Hutch Cancer Center & University of Washington -
Megan Miller
CTMS Training Program Manager, Fred Hutch Cancer Center & University of Washington
No Train, No Gain: Key Elements of a Successful CTMS Training Program
Wednesday 2:00 pm - 2:50 pm AZ
Training/Adoption/Implementation
Speakers:
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Maria Liwai
Senior Applications Analyst and Trainer, University of Nebraska Medical Center -
Erica Rocco, BS, CCRP
Senior Regulatory Project Manager, Yale Center for Clinical Investigation (YCCI) -
Susan Natoli
Sr. Strategic Services Associate, Duke University School of Medicine -
Kacey Richards
Manager of Intake and Feasibility, Yale Center for Clinical Investigation (YCCI)
eReg Delegation of Authority: Best Practices and Use Cases
Wednesday 2:00 pm - 2:50 pm AZ
CBRN & SOCRA CE Credits Available Training/Adoption/Implementation
Speakers:
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Chad Adams, MPH
AVP | Chief Operations Officer, HonorHealth Research Institute -
Ange-Lisa Jalovec, BSN, RN
Sr. Director, Clinical Systems, CCT Research / Avacare Clinical Research Network -
Ryan Childers
Associate Director, eClinical Solutions, Javara Research
Panel: Best Practices for Using Clinical Conductor CTMS
Wednesday 3:00 pm - 3:50 pm AZ
In this session, panelists from CCT Research, Javara, and HonorHealth will discuss how their teams get the most from Clinical Conductor CTMS, focusing on optimizing clinical operations, improving financial management and visibility into their research portfolios, enhancing patient recruitment and engagement, and more. The group will discuss pitfalls to avoid, what problems a CTMS can and can't solve, and how Clinical Conductor can serve different types of organizations. The presentation will conclude with an audience Q&A session--all research operations-related questions are welcome!
CBRN & SOCRA CE Credits Available Financials
Speakers:
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Molly Van Rheen, MS, MBA
CTMS Program Director, Fred Hutch Cancer Center & University of Washington -
Christine Ricklefs, MPH
CTMS Assistant Director, Fred Hutch Cancer Center & University of Washington -
Kate Connelly
Lead Calendar and Financial Analyst, Fred Hutch Cancer Center & University of Washington
The 2-step Amendment Dance
Wednesday 3:00 pm - 3:50 pm AZ
CBRN & SOCRA CE Credits Available Financials
Speaker:
-
Becca Ennis
Manager, Analytics & Reporting, Advarra
Visualizing OnCore Data Using Advarra Analytics
Wednesday 3:00 pm - 4:50 pm AZ
This two-hour, hands-on workshop will allow customers to see how Advarra Analytics can be utilized for institutional reporting and visualization of clinical research data. Standard reports as well as custom report creation will be covered.
Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.
The in-person session will include an interactive segment in a sandbox environment. An account will be created on your behalf following registration. Please note the deadline for finalizing these sandbox accounts is Monday, March 18, 2024. Registering after the specified deadline may result in a lack of access to the sandbox environment for the session.
Training/Adoption/Implementation
Speakers:
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Michael Gill
IS Project Manager Senior, Medical College of Wisconsin -
Laura Heldt, CPC
Program Manager, Medical College of Wisconsin -
Susan Mauermann, RN, CCRC
Clinical Trial Budget Negotiation & Start-up Specialist, Medical College of Wisconsin
It Takes Two: Instituting a Shared Process for Coverage Analysis Between Two Separate Legal Entities
Wednesday 4:00 pm - 4:50 pm AZ
CBRN & SOCRA CE Credits Available Financials
Speaker:
-
Brenden Martenson
Director, Enterprise Research Solutions, Advarra
Planning for Complex Change at Your Organization
Wednesday 4:00 pm - 4:50 pm AZ
Executive/CTO Leadership
Final Night Dinner
Wednesday 6:30 pm - 9:30 pm AZ
Join us for an evening of great food and drink, networking and fun.
General Session
Thursday, March 21, 2024
Breakfast
Thursday 7:00 am - 8:00 am AZ
General Session
Speakers:
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Ken Winters, RN, BSN, OCN
CTMS Project Manager, Henry Ford Health System -
Travis Wheeler, BA
CTMS Program Analyst, Henry Ford Health System
CTMS Program Analyst - Role Creation and Utilization
Thursday 8:00 am - 8:50 am AZ
Training/Adoption/Implementation
Speaker:
-
Amy Drake
Senior Business Systems Analyst, The Ohio State University Wexner Medical Center
Advarra eSource + EDC: Tracking, Documentation and Onboarding for Protocols and Staff
Thursday 8:00 am - 8:50 am AZ
CBRN & SOCRA CE Credits Available Training/Adoption/Implementation
Speaker:
-
Adam Civils, MSHA, CCRP
Regulatory Affairs Team Lead, VCU Massey Comprehensive Cancer Center
Clinical Trials Office Environmental Assessment
Thursday 8:00 am - 8:50 am AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Speakers:
-
Ken Winters, RN, BSN, OCN
CTMS Project Manager, Henry Ford Health System -
Amanda Wigand
Data Operations Manager- OnCore Support, Henry Ford Health System
Health System Wide Implementation: Decisions Made and Lessons Learned
Thursday 9:00 am - 9:50 am AZ
Training/Adoption/Implementation
Speakers:
-
Kimberly Rose
Training Specialist, Advarra -
Cassie Hemmann
Sr Training Specialist, Advarra
CCS Recruitment Training Session
Thursday 9:00 am - 10:50 am AZ
In this double session, learners will gain hands-on experience with key recruitment workflows in Clinical Conductor Site. Learners will learn how to create campaigns, screening criteria, patient profiles and call lists. Learners will learn how to utilize the call center, and how the recruitment efforts feed into reporting.
Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.
CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips
Speakers:
-
Erick Sperloen
Manager, Technology Training, Advarra -
Miranda Schramm, PhD, CPTM
Director, Training, Advarra
Advanced OnCore Topics
Thursday 9:00 am - 10:50 am AZ
Join the OnCore training team as we explore various topics including advanced OnCore financials and calendar considerations. This session will be hands-on in an Advarra OnCore environment and will be a double session.
Note: This is an extended session. If you choose to attend this session, please do not register for a session in the following block to avoid overlap.
OnCore/Clinical Conductor Tips
Speakers:
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Haley Parker
Research Analyst, OnCore Clinical Trials Management System, Mass General Brigham -
Jennifer Warmington
Director of Clinical Trial Management Systems, Mass General Brigham -
Chris Redig
Team Lead Clinical Trials Management Systems, Mass General Brigham
An Overview of the Implementation Process: From PeopleSoft to WorkDay
Thursday 10:00 am - 10:50 am AZ
Financials
Speakers:
-
Mariel Rojas, MS
Clinical Research Management Analyst, University of California, San Francisco (UCSF) -
Sonam Choden, MPH
Clinical Research Management Analyst, University of California, San Francisco (UCSF) -
Robert Till
Associate Director, Information Systems, Operation & Strategy, University of California, San Francisco (UCSF)
Transitioning to OnCore Financials for Post-Award Management
Thursday 11:00 am - 11:50 am AZ
Financials
Speakers:
-
Alex Young
Feasibility Navigator, Clinical Trials Office, Rutgers University -
Nancy Reilly, RN, MS
Executive Director, Clincial Trials Office, Rutgers University
Leveraging OnCore to Streamline Partner Hospital Processes
Thursday 11:00 am - 11:50 am AZ
CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips
Speakers:
-
Suzan Bruce, CPC
Associate Director, CTMS Operations, UC Davis Clinical and Translational Science Center -
Kari Allen, MBA, CRA
Director, CTMS Operations, UC Davis Clinical and Translational Science Center
The Art of Centralization: How to Wrangle Cats and Catch Smoke
Thursday 11:00 am - 11:50 am AZ
CBRN & SOCRA CE Credits Available Executive/CTO Leadership
Lunch (Grab & Go Available)
Thursday 11:30 am - 12:30 pm AZ
General Session