Agenda

The focus areas for the 2023 Onsemble Conference include:

  • Executive / CTO Leadership
  • Financials
  • Hot Topics
  • OnCore / Clinical Conductor Tips
  • Regulatory
  • Training / Adoption / Implementation

*Times are displayed in Eastern Time (ET)

Monday, March 13, 2023

9:00 am ET

Speakers:

OnCore 101

Monday 9:00 am - 2:30 pm ET

This workshop, led by Cassie Hemmann and Erick Sperloen of Advarra, will cover the essential functions of OnCore CTMS at a high level. You will learn the basics of OnCore CRM and Admin, Subject Management, Calendars, and Financials. The workshop is a great chance to explore the OnCore CTMS, ask questions, and get a clear picture of what’s possible within the system.

Lunch will be provided - no additional registration required.

ACRP CE Credits Available Workshop

Speakers:

Clinical Conductor Site 101

Monday 9:00 am - 2:30 pm ET

This workshop will cover the essential functions of Clinical Conductor Site 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 Site.

Lunch will be provided - no additional registration required.

ACRP CE Credits Available Workshop

11:30 am ET

Lunch

Monday 11:30 am - 1:30 pm ET

12:00 pm ET

Speaker:

Advarra Site-Sponsor Consortium Meeting (Invite Only)

Monday 12:00 pm - 5:00 pm ET

Advarra’s deep relationships across the research community allow us to connect sponsors, CROs, and sites to further drive collaboration between stakeholders. Since its conception in early 2022, the Consortium has grown to over 40 member organizations across Advarra’s customer community. This meeting will offer an afternoon of constructive and candid problem-solving and will build on current discussions surrounding study startup and data exchange. The session will begin with an exclusive lunch to connect and welcome new members, before we’ll dive into setting the Consortium’s vision in 2023, investigating specific challenges faced by our members, and gathering input on Advarra’s technology roadmap and priorities.

Lunch will be provided - no additional registration required.

Site-Sponsor Collaboration

3:00 pm ET

Speakers:

Advarra Solutions Overview for Clinical Conductor Customers: Getting the Most out of Onsemble

Monday 3:00 pm - 4:00 pm ET

Brush up on your knowledge of Advarra Clinical Conductor products or get a refresher before attending Onsemble sessions. This workshop provides a foundation in product workflows to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of solutions in a number of areas, including financial management, analytics and reporting, data management, and study management. Content will be most beneficial to new/prospective Clinical Conductor customers or those who are new to their organization.

ACRP CE Credits Available Workshop

Speakers:

Advarra Solutions Overview for OnCore Customers: Getting the Most out of Onsemble

Monday 3:00 pm - 4:00 pm ET

Brush up on your knowledge of Advarra products or get a refresher before attending Onsemble sessions. This workshop provides a foundation in Advarra product workflows to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of solutions in a number of areas, including financial management, analytics and reporting, data management, and study management. Content will be most beneficial to new/prospective OnCore customers or those who are new to their organization.

ACRP CE Credits Available Workshop

4:00 pm ET

Speakers:

Getting the Most Out of Onsemble - eClinical Solutions Overview

Monday 4:00 pm - 5:00 pm ET

Brush up on your knowledge of Advarra products or get a refresher before attending Onsemble sessions. This presentation provides a foundation in Advarra product workflows for our eClinical suite of solutions to equip you with the background you need to get the most from out of Onsemble. This session will give you a basic overview of all our eClinical solutions; Advarra eReg, Advarra EDC, Advarra eSource, and Advarra eConsent.

ACRP CE Credits Available Workshop

6:00 pm ET

Welcome Dinner

Monday 6:00 pm - 8:00 pm ET

Join us as we kick off the conference with a poolside dinner reception!

Tuesday, March 14, 2023

6:15 am ET

Yoga

Tuesday 6:15 am - 7:00 am ET

Start your day off with yoga led by local instructors! Yoga mats, towels, and water will be provided. Please arrive 5-10 minutes prior to the start of the session.

7:00 am ET

Breakfast

Tuesday 7:00 am - 8:30 am ET

8:30 am ET

General Session: Welcome & CEO Keynote

Tuesday 8:30 am - 9:30 am ET

Join Advarra leadership as they welcome attendees to the 2023 Onsemble Conference. The team will provide insight on where the clinical research industry is headed, and how you can collaborate with the Onsemble Community and with Advarra to make research safer, smarter, and faster.

General Session

9:45 am ET

General Session: Product & Service Deep Dive

Tuesday 9:45 am - 10:45 am ET

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

11:00 am ET

Speaker:

  • Gina Green-Harris, MBA
    Director, UWSMPH Center for Community Engagement and Health Partnerships in Milwaukee (CCE)

General Session: Guest Keynote

Tuesday 11:00 am - 12:00 pm ET

General Session

12:00 pm ET

Lunch

Tuesday 12:00 pm - 1:00 pm ET

1:00 pm ET

Speaker:

What Makes a “Sponsor of Choice?” - Critical Criteria to Consider

Tuesday 1:00 pm - 1:50 pm ET

Sites of all sizes across the country are responsible for managing a diverse and successful research portfolio, often composed of and supported by industry-sponsored studies. What makes a sponsor or CRO stand out in the study selection process? In this session, a panel of diverse research sites will provide input to sponsor and CRO attendees on the criteria they use to evaluate protocols,  organizations, and study opportunities that impact a sites’ decision to select a study. Sponsors and CROs, in attendance will learn how your company can improve your site network and relationships, and how decisions made by your team impact a site’s experience with a specific study. 

ACRP, CBRN & SOCRA CE Credits Available Site-Sponsor Collaboration

Speakers:

Supporting DEI Recruitment Efforts in Clinical Trials

Tuesday 1:00 pm - 1:50 pm ET

Topics related to diversity, equity and inclusion (DEI) continue to be an emphasis in clinical research. DEI is baked into the principles and requirements for the ethical conduct of research via the principle of Justice from the Belmont Report. The NIH requires that ‘diverse lived experiences and exposures’ are represented through inclusion of appropriate racial ethnic minority groups. However, beyond a statement that our research subjects should exhibit diversity, equity and inclusion, there is little guidance on what researchers should actually do to achieve it. This session will focus on how institutions can utilize data collected on clinical trial enrollment through OnCore and NIH reporting of enrollment numbers to assess whether targeted enrollment goals for diversity, equity, and inclusion are met and take corrective action accordingly.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Hot Topics in Clinical Research

Speakers:

Retaining Staff through Structured Environmental Change

Tuesday 1:00 pm - 1:50 pm ET

Combining a healthy work environment, clearly defined career progression, and institutional alignment results in powerful impact when addressing employee engagement. It also provides strong influences for drawing talents to you and retaining the talent you have. In this session, leadership from Honor Health and Yale University will discuss retention strategies they have piloted, as well as the impact experienced from implementing these strategies. The presenters will share how HonorHealth has reconfigured the entire Institute to align these strategies and experienced recovery from a significant exodus to fully staffed that has been maintained for more than a year. They will also discuss both intrinsic and extrinsic motivators, how culture and environment can be a powerful factor in turnover and retention, and strategies for working with human resources to adjust job descriptions to maximize potential candidates for employment.

ACRP, CBRN & SOCRA CE Credits Available Executive/CTO Leadership

2:00 pm ET

Speakers:

  • Jana Dock
    Director of Business Operations, Mercy Research
  • Nicole Mason
    Director, Office of Clinical Research (OCR)Clinical & Translational Science Institute (CTSI), University of Rochester

Using Feasibility to Select the Best Studies for your Organization

Tuesday 2:00 pm - 2:50 pm ET

Regardless of your CTMS, using a multi-faceted internal feasibility assessment to select the best studies for your organization is critical to success. This discussion, featuring speakers from the University of Rochester and Mercy Health, will address how a large academic research organization, as well as a large community health research organization, have developed decision-making processes and tools that are key to organizational success.

ACRP, CBRN & SOCRA CE Credits Available Executive/CTO Leadership

Understanding the Research Site Training and Technology Landscape

Tuesday 2:00 pm - 2:50 pm ET

Hey Sponsors and CROs! How much do you think you know about systems and processes in place to support research at sites? To successfully address challenges between stakeholders, sponsors and CROs must gain deeper understanding of how research sites operate and the tools in place to support both their research and operational goals. Sponsors and CROs in attendance will hear directly from site administrators, informatics leaders, and implementation specialists on the technology systems sites rely on like EHRs, CTMS, eRegulatory platforms, general ledgers, learning management systems, and more; as well as the workflows they rely on to connect them.  

ACRP, CBRN & SOCRA CE Credits Available Site-Sponsor Collaboration

Speaker:

Co-Mentoring: The Circle of Success

Tuesday 2:00 pm - 2:50 pm ET

The circle is one of the first shapes we learn as a child and it continues to be a part of our life from the rings we wear to the wheels on cars to the Cycle of Life. Lesser known are our co-mentoring circles. Intuitively we all have the friend we go to when we need a crying session, the person on the job who proofs written communication like no one else, and the person we go to when we want brutal honesty. And we play a specific role or roles in others’ lives as well. In this session, Tiffany Danielle Chisholm Pineda from the University of Florida will share the success she has had using co-mentoring circles for research professionals. She will help you see how changing something you’ve been doing intuitively can be even more successful by doing it intentionally: take the wheel in creating, cultivating, and grooming your co-mentoring circle and use it to connect with people who will help you elevate and you can help elevate.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

3:00 pm ET

General Session: Advarra Customer Highlight

Tuesday 3:00 pm - 4:00 pm ET

In this session, community members will showcase their use of Advarra solutions and services. They will share experiences and lessons learned, and highlight improvements in efficiency, compliance, and more.

General Session

Speakers:

Advarra Trend Report & Product Deep Dive (Sponsor-CRO Only)

Tuesday 3:00 pm - 4:00 pm ET

With over 60% of industry trials reviewed by Advarra IRB, we will present unique insight into operational and therapeutic trends across the research landscape. Review the current state of site challenges and operational benchmarks in North America and explore our forecast predictions for the years ahead. 

4:00 pm ET

Product & Services Happy Hour

Tuesday 4:00 pm - 5:30 pm ET

Have a question you didn't get to ask at the end of your session, or interested in learning more about Advarra solutions? We invite you to stop by to socialize during this happy hour to engage with the experts!

6:00 pm ET

Site Champion Award Dinner (Invite Only)

Tuesday 6:00 pm - 8:00 pm ET

Site-Sponsor Collaboration

Wednesday, March 15, 2023

6:15 am ET

Yoga

Wednesday 6:15 am - 7:00 am ET

Start your day off with yoga led by local instructors! Yoga mats, towels, and water will be provided. Please arrive 5-10 minutes prior to the start of the session.

7:00 am ET

Breakfast

Wednesday 7:00 am - 8:30 am ET

8:00 am ET

Speaker:

Site-Sponsor Panel: Patient Recruitment Strategies That Work (Invite Only)

Wednesday 8:00 am - 9:20 am ET

Achieving recruitment goals requires significant collaboration between sponsors, CROs, sites, vendors, and communities. This working session, enjoyed over breakfast, will bring together sponsors, CROs, and select site panelists to discuss successful recruitment efforts – and how to better replicate those initiatives across the Advarra research community. Through a constructive lens, hear directly from sites on which materials provided by different industry organizations are effective, discuss strategies implemented by sites to better engage their community, and more in an invigorating and open conversation about recruitment in research. 

ACRP, CBRN & SOCRA CE Credits Available

8:30 am ET

Speaker:

Using the Portfolio Rationalization Model to Implement and Optimize Your Training Program

Wednesday 8:30 am - 9:20 am ET

This talk will utilize the Portfolio Rationalization Model (PRM) as a tool to evaluate your training program. Whether you are creating a program from the ground up or optimizing one that has been around for years, the PRM provides a framework to know what to expand, what to outsource, and what to edit. In this session, Advarra Training Manager Miranda Schramm will share how the framework helps you decide where to invest time and resources in order to create and maintain an effective and lasting training program.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speakers:

  • Ken Quinn
    Director, IT Research Applications, Roswell Park Comprehensive Cancer Center
  • Kathryn Kartalis
    Executive Director, Clinical Research Data and Technology, Roswell Park Comprehensive Cancer Center
  • Carissa Pelstring
    CTMS Business Analyst, Seattle Children's Research Institute
  • Bridget Graves, PhD
    Higher Ed Consulting Manager, Huron Consulting Group
  • Erin Pennington
    Higher Ed Consulting Director, Huron Consulting Group
  • Jiwon Yeo
    Director for the Clinical Research Support Office (CRSO), Seattle Children's Research Institute

Integrating Oncore and Advarra eReg with Huron’s IRB

Wednesday 8:30 am - 9:20 am ET

In this panel discussion, Huron Consulting Group will sit down with clinical research sites that have implemented integrations between Huron IRB and OnCore or Advarra eReg. The panel will discuss recommended workflows, their decision to integrate, benefits gained, and share lessons learned from their projects. If your site is considering an integration as part of a new implementation or as a standalone project, bring your questions and join us.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

Speakers:

Staffing: Who, What, When, How?

Wednesday 8:30 am - 9:20 am ET

Staffing for enterprise-wide implementation of the OnCore CTMS along with multiple modules (eReg, Payments, and Insights) while upgrading the EMR (Epic) can be a challenge across a large academic institution. Utah recently underwent this transition and has been live for almost a year. In this session, Jaci Skidmore and Tonya Edvalson from University of Utah Health will present their experience with the recommendations provided by the Advarra implementation team, their situation and infrastructure, and what they have done moving forward after implementation.

ACRP, CBRN & SOCRA CE Credits Available Executive/CTO Leadership

9:30 am ET

Speakers:

Preparing for Implementation of OnCore Receivables and Go-Live

Wednesday 9:30 am - 10:20 am ET

Having recently implemented the OnCore Receivables Interface, Kenneth Winters and Amanda Wigand from Henry Ford Health System plan to discuss successes and lessons learned throughout the process of implementation. They will also share the development and adjustments that have had to take place with the workflows for research grant managers as well as their fund accounting team members.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speakers:

A CTMS and Beyond: Implementation Strategies Across Applications

Wednesday 9:30 am - 10:20 am ET

Implementing a Clinical Trial Management System (CTMS) comes with its own benefits, but integrating additional technology with a CTMS can take you to a whole new world! Whether you are implementing an eSource, eReg, or eConsent alone, with a CTMS, or in any combination, you’ll need a strategic game plan. CCT Research is currently in the middle of implementation, and CCT representatives be discussing their ongoing process for implementing a CTMS along with other Advarra applications. They will cover how they got started, where they are currently, and where they plan to be in the future. CCT will discuss Clinical Conductor, eConsent, eReg, and more, while sharing timelines, project stakeholders, challenges, and process to streamline new workflows and communication.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speaker:

  • James Riddle
    VP Research Services & Strategic Consulting, Advarra

Understanding the Role of DMCs and EACs in Research Oversight

Wednesday 9:30 am - 10:20 am ET

Clinical Research Professionals routinely interact with IRB and IBC – but what other committees are reviewing research? In this session, Advarra's James Riddle will delve into the role and function of Data Monitoring Committees (DMC/DSMB) and Endpoint Adjudication Committees (EAC/CEC). These committees are increasingly best practice to provide an independent, expert evaluation of clinical trial events, and an unbiased adjudication to determine if certain clinical trial events have been met.

ACRP, CBRN, SOCRA & PRIM&R CE Credits Available Regulatory

10:30 am ET

Speakers:

  • Aubrey Smith
    Manager of Business Operations, Mercy Research
  • Jana Dock
    Director of Business Operations, Mercy Research

Ensuring Congruency Between Clinical Study Documents

Wednesday 10:30 am - 11:20 am ET

Mercy Research has instituted a "Document Congruency" evaluation during start-up once the ICF, CA, and Budget are final. This evaluation ensures that language across all documents is consistent as it relates to subject stipend, compensation for injury, and subject costs for participation in a research study. In this session, Aubrey Smith and Jana Dock share Mercy's process for ensuring consistent study documents.

ACRP, CBRN & SOCRA CE Credits Available Regulatory

Speakers:

  • Jonathan Aguilar
    Sr. Research Quality Coordinator, The University of Texas MD Anderson Cancer Center
  • Erick Sperloen
    Manager, Technology Training, Advarra

A Blended Approach: Instructor-Led Training & Custom eLearnings for Large Scale Implementations

Wednesday 10:30 am - 11:20 am ET

In this session, Jonathan Aguilar from The University of Texas MD Anderson Cancer Center will team up with Advarra's Erick Sperloen to review the experience of implementing custom eLearning modules in conjunction with onsite instructor-led trainings to integrate the OnCore CTMS. Jonathan and Erick will share how this training experience helped get many end-users up to speed quicker than providing eLearning trainings or instructor-led trainings alone.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speaker:

  • Jon Tack
    Vice President, Product Management, Advarra

Top 5 questions on Cloud

Wednesday 10:30 am - 11:20 am ET

In this session, Advarra VP of Product Management Jon Tack will answer common questions we have received from customers regarding the transition to Advarra Cloud. Topics will include timelines, customer resources, considerations for reporting and analytics, Advarra's approach to security in a cloud environment, and more.

ACRP CE Credits Available Hot Topics in Clinical Research

11:20 am ET

Lunch

Wednesday 11:20 am - 1:00 pm ET

1:00 pm ET

Speakers:

Clinical Conductor Enterprise Study and Budget Builds: Ensuring Financial and Data Integrity

Wednesday 1:00 pm - 1:50 pm ET

In this session, Lauren Stiller and Leah Potts will provide a framework for financial project management within the research program at Norton Healthcare.  Outlining the financial study startup process, they will share best practices for ensuring that projects gain a successful financial start. Major points of focus will be on issuing internal project numbers to maintain organization, new study notification and the utilization of forms, job aids and SOPs for consistency, the study build within Clinical Conductor Enterprise, and the use of tools in CCE such as the element and fixed budget libraries.

ACRP, CBRN & SOCRA CE Credits Available Financials

Speakers:

Reporting and Data Analytics using the Advarra BI Tool

Wednesday 1:00 pm - 1:50 pm ET

Advarra will be debuting a new business intelligence (BI) platform in 2023 for use in reporting and visualizations. In this session, Advarra's JV Rao (VP, Data and Analytics) and Becca Ennis (Manager, Analytics and Reporting) will provide a look at the tool and its capabilities. They will provide examples of various use cases, outlining how it can assist Advarra product users with clinical research management.

ACRP CE Credits Available Training/Adoption/Implementation

Speaker:

Realities of Sponsor-Mandated Technology: Subtraction through Addition

Wednesday 1:00 pm - 1:50 pm ET

Another sponsor platform? This session will provide an overview on how Advarra is driving development of the Longboat Platform to better  connect sponsor technology with the solutions you use at your site. With a data standards-based approach, the Longboat Platform will allow site staff to complete the sponsor’s necessary workflows within their own eISF and CTMS systems, rather than the sponsor-mandated solution, reducing the number of systems and the frustration of duplicative administrative efforts. 

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

2:00 pm ET

Speakers:

eTMF: Leveraging workflows in eReg for electronic Trial Master File maintenance

Wednesday 2:00 pm - 2:50 pm ET

Julie Holub, Assistant Director of Project Management, and Erica Rocco, Regulatory Project Manager, at Yale Center for Clinical Investigation will present on the methods and techniques used at Yale School of Medicine to maintain electronic Trial Master Files in eReg for the enterprise. This will include a review of multi-site regulatory templates, participating site files, reference lists, access and permissions granted and information provided to site staff, including external collaborators, to successfully and compliantly maintain the eTMF in eReg.

ACRP, CBRN & SOCRA CE Credits Available Regulatory

Speaker:

Simulation-Based Proficiency Tests for Training

Wednesday 2:00 pm - 2:50 pm ET

Simulation-based learning is an ideal method for users to effectively learn how to develop skills and knowledge. This technique in healthcare training typically uses training environments, which simulate the production environment that a user will utilize on the job. To measure proficiency of these skills at the end of training, suitable proficiency tests should be used to measure the effectiveness of simulation-based training. This presentation, led by Marlon Abrazado of UCLA Health, will provide an overview of how UCLA designed simulation-based proficiency exams via Adobe Captivate and incorporated into Learning Management Software to test users.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

Speakers:

One Year Later: What Just Happened with OnCore and Epic Research?

Wednesday 2:00 pm - 2:50 pm ET

The University of Utah recently upgraded our instance of OnCore from only the cancer center to enterprise-wide, while also upgrading their Epic Research module at the same time. The full-steam-ahead approach was complicated and came with many decisions along the way and change management issues. This session will focus on where Utah is after almost a full year of implementation, covering the lessons learned regarding interoperability with Epic Research.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

3:00 pm ET

Speakers:

Best Practices for Calendars and Financials

Wednesday 3:00 pm - 3:50 pm ET

In this session, The University of Arizona will share best practices on how to customize calendars and financials to meet the needs of your study research teams, medical provider, and finance teams. Some of these best practices include separating out imaging time points, identifying central labs vs. local labs, reconciling the budget with the Schedule of Events, and utilizing footnotes as a way to communicate with all teams.

ACRP, CBRN & SOCRA CE Credits Available OnCore/Clinical Conductor Tips

Speaker:

Clinical Conductor Enterprise New Finances and Invoice Payments

Wednesday 3:00 pm - 3:50 pm ET

Want to better understand new reporting in Clinical Conductor Enterprise? This GAAP based course. presented by Advarra's Tiffani Smith, instructs end users through the fundamentals of the New Finances Balance Sheet, Income Statement, and associated reports. Additionally, Tiffany will review the new Incoming Payments feature, which manages the ability to share one payment across multiple studies.

ACRP CE Credits Available OnCore/Clinical Conductor Tips

Speakers:

Now Hiring: Good Humans

Wednesday 3:00 pm - 3:50 pm ET

Leadership across AMCs has identified a need to strengthen the clinical research workforce and infrastructure to keep up with growing clinical research portfolios. Improving clinical research support allows AMCs to produce informative, high quality clinical research. There is little ability to improve healthcare if research is not well-performed. Besides a lack of trained researchers, systems, standard policies and procedures, competent staffing remains burdensome and costly. To address these barriers, AMCs need to build out a trustworthy, capable central clinical research support team and better define the role of the clinical research professional. The role of the clinical research professional has evolved greatly due to the evolving, high-paced clinical research landscape. There is a need to professionalize the clinical research workforce to continue to produce high quality research. We need to hire “good humans” who find this work meaningful. We need to recruit, hire, train and onboard in a supportive manner. Join us as we describe strategies and tactics to encourage professional development, career growth and prevent burnout.

ACRP, CBRN & SOCRA CE Credits Available Hot Topics in Clinical Research

4:00 pm ET

Speakers:

Customer Collaboration Session: Advarra EDC/eSource

Wednesday 4:00 pm - 4:50 pm ET

Jon Tack, VP of Product Management and Barry Treichel, Senior Product Owner at Advarra, will lead a live collaboration session with EDC and eSource customers. We will provide information on the future of EDC and eSource at Advarra and answer questions from the community.

OnCore/Clinical Conductor Tips

Speakers:

Customer Collaboration Session: Advarra eReg

Wednesday 4:00 pm - 4:50 pm ET

In this live product collaboration session, Kate Yayman, Director of Product Management and Marmee Lutz, Product Manager at Advarra, will lead a live collaboration session with eReg customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Advarra eReg.

OnCore/Clinical Conductor Tips

Speakers:

Adaption through Adoption: Modifying Teaching Tactics to Build an Effective Virtual Training Program

Wednesday 4:00 pm - 4:50 pm ET

In 2021, the University of Utah adopted three Advarra systems: OnCore, Participant Payments, and eReg. Through this past year, their training team has developed a highly effective remote learning program, centered around our core team values: Commitment, Reliability, Promptness, Open Communication, Adaptability, and Collaboration. By staying focused on their core values, they have been able to identify and solve modern issues with modern solutions, while riding the waves that inevitably come with multiple rollouts. In this presentation, Tonya Edvalson, Operations Manager at University of Utah Health, will share trials, errors, solutions and lessons learned as her team continually builds a stronger and more effective virtual training program.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

6:30 pm ET

Final Night Dinner

Wednesday 6:30 pm - 9:30 pm ET

Join us for an evening of great food and drink, networking, and fun at The Yards. Our final night off-site event provides a casual, enjoyable atmosphere for you to connect with fellow community members.

Thursday, March 16, 2023

7:30 am ET

Breakfast

Thursday 7:30 am - 9:00 am ET

8:30 am ET

Speaker:

  • Bishoy Anastasi
    Director, Clinical Research Finance, UCLA Dean’s Office of Clinical Research / CTSI, Research Academy

Coverage Analysis Certification™

Thursday 8:30 am - 5:00 pm ET

This interactive workshop offers up to 12 hours of continuing education credit through SOCRA & ACRP, and provides an opportunity to achieve Coverage Analysis Certification™. 

Key training topics will include:

• Clinical research billing regulations and Coverage Analysis best practices 

• Strategies to maximize utility of OnCore billing grids and electronic health record interfaces 

• Best practice approaches to OnCore financials implementation and user adoption

• Study activation workflow engineering and research budgeting and billing compliance workflows 

• Research charge master considerations and functionality

Attendees receive a participant guide, practical job aids and guidance materials adopted by leading medical centers to support OnCore budget development and coverage analysis best practices. Participants will also have the opportunity to become Certified Coverage Analysts™ by successfully demonstrating subject matter proficiency through a post-training assessment and remote practicum. 

Who Should Attend?

This session is designed for coverage analysis, budget development, research finance, and/or clinical research billing compliance stakeholders. 

Note: This workshop has a separate fee of $1595.

Breakfast and lunch will be provided - no additional registration required.

Workshop

9:00 am ET

Speaker:

Customer Collaboration Session: OnCore

Thursday 9:00 am - 9:50 am ET

Tamas Peterson, Product Manager at Advarra, will lead a live collaboration session with OnCore customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of OnCore CTMS.

OnCore/Clinical Conductor Tips

Speakers:

What’s workflow got to do with it?

Thursday 9:00 am - 9:50 am ET

The Importance of defined operations workflow for technology optimization of clinical research

In this session, Sharmila Bristol, CTO and Kathy Cole, Sr. Director of eClinical Solutions from Javara will discuss the importance of well-designed and documented operations workflows to gain the maximum benefits of technology enablement. Site managers and study coordinators are fighting an uphill battle to minimize complexity, while ensuring compliance. Simplified and well-defined clinical trial workflows that take into consideration clinic logistics, data flow, technology automation, and accurate tracking and progress reporting are essential for effectiveness, reliability, and efficiency.

ACRP, CBRN & SOCRA CE Credits Available

Speaker:

Customer Collaboration Session: Clinical Conductor CTMS

Thursday 9:00 am - 9:50 am ET

Christopher Thomas, Product Manager at Advarra, will lead a live collaboration session with Clinical Conductor customers. The session will provide an open forum for sharing ideas, challenges, and your unique perspective to help shape the future of Clinical Conductor CTMS.

OnCore/Clinical Conductor Tips

10:00 am ET

Speakers:

Leveraging Advarra University Training

Thursday 10:00 am - 10:50 am ET

Hybrid and virtual training are more popular than ever and great strategies to help meet your organization's training needs. Advarra University offers an extensive library on Advarra technology solutions at no additional cost to you. Attend this session to learn the ins and outs of Advarra University, and then hear from the University of North Carolina - Chapel Hill about how they've leveraged Advarra University to streamline product training.

ACRP CE Credits Available Training/Adoption/Implementation

Speaker:

Maximizing Site Study Performance

Thursday 10:00 am - 10:50 am ET

We know that clinical trial timelines are challenging, with delays slowing the pace of medical innovation.  Advarra is working with sites, sponsors, and CROs to streamline all stages of clinical trial development, including the site selection and trial opportunity stage. Hear JV Rao, VP of Data Science at Advarra discuss current initiatives underway to help sites reduce burden in promoting themselves to sponsors, be noticed by sponsors, and assess feasibility of incoming trial opportunities.

ACRP, CBRN & SOCRA CE Credits Available Executive/CTO Leadership

Speaker:

Successfully Navigating Change Management at Your Site

Thursday 10:00 am - 10:50 am ET

Implementing new technologies and processes causes many changes at research sites. Helping your team transition and embrace the future state as quickly as possible is critical to successful adoption and reinforcement of new processes and technologies. Natalie Hellmer, Program Manager at Advarra, will use this session to speak about developing a change management plan for projects large and small. Natalie will provide and walk-through tools to help your organization with change management planning and execution.

ACRP, CBRN & SOCRA CE Credits Available Training/Adoption/Implementation

11:00 am ET

Speakers:

Advanced OnCore CTMS Topics

Thursday 11:00 am - 11:50 am ET

Join the Advarra Training team for an overview of advanced OnCore CTMS topics. Ready to dip your toes into randomization? Have you been curious about audits and monitoring? Come learn about advanced features you may have not known about.

ACRP CE Credits Available OnCore/Clinical Conductor Tips

Speaker:

Advanced Clinical Conductor Enterprise Topics

Thursday 11:00 am - 11:50 am ET

Want to get more out of your Clinical Conductor Enterprise application? Come hear from the experts on how to utilize advanced features and get the most out of Clinical Conductor.

ACRP CE Credits Available OnCore/Clinical Conductor Tips

Speaker:

Intro to Advarra API Partnerships

Thursday 11:00 am - 11:50 am ET

In this session, Advarra's Laura Hilty will cover the recently-launched API Partner Program, how it works for customers and partners, what you can do if you are interested in integrating other technology with Advarra technology, as well as future vision of partnerships at Advarra. The session will provide an overview of each of the API Partners as well as the integrations planned and progress to date. Attendees will be encouraged to share which integrations you want to see in the future as well.

Hot Topics in Clinical Research

12:00 pm ET

Lunch (Grab & Go Available)

Thursday 12:00 pm - 12:30 pm ET