Advanced Site Management: Finance and Productivity
Enhanced Business Practices for Clinical Research Programs

Program Information Program Description How to Register Agenda Faculty Biographies

Program Information

June 13 and 14, 2013 Renaissance Vancouver Harbourside Hotel 1133 West Hastings Street Vancouver BC V6E 3T3 Hotel phone: 604-689-9211 Reservations: 800-905-8582 SoCRA’s hotel room rate of $175 S/D CAD (plus applicable taxes) is available until May 21, 2013 or until the SoCRA room block is filled.
December 12 and 13, 2013 Westin San Diego 400 West Broadway San Diego CA 92101 Hotel phone: 619 239 4500 Reservations: 888 627 9033 SoCRA’s hotel room rate of $159 S/D USD (plus applicable taxes) is available until November 11, 2013 or until the SoCRA room block is filled.

Registration Fees:

• Member Fee: $645
• Non-member: $720
  Non-member fees include a non-refundable one-year membership in SoCRA.

Continuing Education Credit Hours:
SoCRA designates this educational activity for a maximum of 12.5 Continuing Education Credits for SoCRA CE and Nurse CNE. SoCRA designates this live activity for a maximum of 12.5 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Accreditation Statements:
CME for Physicians: The Society of Clinical Research Associates is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians.
CNE for Nurses: Society of Clinical Research Associates is an approved provider of continuing nursing education by the Pennsylvania State Nurses Association an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation. ANCC/PSNA Provider Reference Number: 205-3-A-09

SoCRA Course Series: 650

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Program Description

Goal:

The Society of Clinical Research Associates (SoCRA) recognizes the continuing need for education for Clinical Research Professionals responsible for the activities at the research site or institution. The topic of financial practices and business processes continues to be a challenge for clinical research sites. The purpose of this workshop is to assist Site Managers, Site Coordinators, and Research Associates in improving their skills and their understanding of the practical financial and business tasks related to clinical research. This workshop will focus on providing tools and techniques that the participants can immediately utilize to benefit their clinical research programs.

Objective:

The goal will be accomplished through lecture, case study, practical application and hands-on experimentation facilitated by experienced clinical research professionals. Information and practical application recommendations will be discussed regarding all of the functions of the research site related to finance, productivity, budgeting, billing, and executive reporting.

Learning Objectives:

Upon completion of this course the attendee should be able to:

• Describe the role of financial management in medical research
• Discuss current trends in the clinical research industry
• Discuss the foundational principles required to build a profitable research site
• Explain effective processes for implementing billing systems and assuring billing compliance including relevant CMS (Centers for Medicare & Medicaid Services) billing regulations
• Demonstrate an ability to conduct billing analysis on research protocols
• Describe techniques for assessing study costs and reviewing sponsor budgets
• Describe tools to assist in clinical trial budget negotiation
• Demonstrate an ability to calculate the complete cost of a research study
• Demonstrate an ability to understand the contract negotiation process
• Discuss revenue recognition models and tools
• Describe methods for assessing study performance and revenue positions and for enhancing cash flow
• Describe methods for managing research program accounts receivable and business office reporting requirements
• Discuss issues and challenges related to managing expenses at the clinical research site
• Describe methods of calculating the profitability of a clinical research program
• Demonstrate an ability to develop a research budget
• Demonstrate an ability to use spreadsheets in managing financial aspects of clinical trials
• Describe issues related to reporting the results of a research program to executive management

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How to Register

Click Here to Register Online* Note: If you experience difficulties, please use the PDF form.

Click Here to Download the Registration Form (in PDF format)*

*SoCRA Registration Policies/Information:

• Non member fees include a one year membership in SoCRA.
• Membership fees are processed immediately and are not refundable.
• Fees are in U.S. dollars.
• Please make checks payable to “SoCRA”
• Checks must be drawn on a U.S. bank or marked “Pay in U.S. Funds”.
• Written cancellation requests received by SoCRA at least 10 business days prior to start of course may receive a $450 refund.
• We regret that refunds cannot be issued for cancellations on or after 10 business days prior to start of course.
• Taping (audio or video) is prohibited unless SoCRA’s written permission has been acquired.
• ADA - This program is accessible to persons with disabilities. Please list any special needs in the area indicated in the registration form.
• If for any reason this conference cannot be held, SoCRA is not responsible for costs incurred by attendees, such as airfares, or hotel or other reservations.
• SoCRA is an educational non-profit membership organization (corporation) - Federal Tax ID #61 1208981.

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Agenda

The Agenda is available in Adobe PDF format, which can be viewed using the free-download of Adobe Acrobat Reader. (Click Here to Download this FREE software.)

Click Here to view/print the Agenda in Adobe PDF format.

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Faculty Biographies

Andrew Snyder, MBA, FACMPE, PMP
Andrew Snyder, MBA, PMP, FACMPE, has 18 years experience in conducting and managing clinical research. Andrew began his career in clinical research as a principal investigator conducting topical antimicrobial trials.
Andrew was the director of the research program at the St. Paul Heart Clinic for 10 years; and now is the director of the cardiovascular research program at the HealthEast HeartCare Clinic.
Andrew is a fellow in the American College of Medical Practice Executives and a certified Project Management Professional.
Andrew is a faculty member Metropolitan State University teaching project management and clinical research.

Jim Simmer, MBA, RN
Jim Simmer is founder and President of Performance Research, a clinical research consulting company whose mission is to assist physicians in developing clinical research programs based on sound structure, consistency, efficiency, and accountability. Prior to founding Performance Research, Jim held positions as a Clinical Research Associate, then project manager in the pharmaceutical industry. After obtaining his MBA from Temple University, he was Research Director within a large medical center as well as a physician private practice.

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