Finance and Billing

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2023 Agenda


Saturday, September 30, 2023 at 1:40 to 2:25                                                                                                         Track: Finance and Billing

Financial Management for Clinical Research Programs: How to effectively manage staffing assignments and costs in a highly variable environment

Successful clinical research operations and finance go hand in hand but they can be difficult to connect for many sites. This presentation will focus on ways to align your clinical research program operations- specifically how you ensure you can manage staff assignments and cover staffing costs. Ms. Goldfarb will discuss effective operational and financial management through processes, tools, and the use of the smartsheets platform. 125
Presenter: Jennifer Goldfarb, MSN, RN, CCRP, Director of Clinical Research, University of Minnesota


Saturday, September 30, 2023 at 2:30 to 3:15                                                                                                        Track: Finance and Billing

Financial and Billing Compliance Plan

Tracy Popp will discuss controls that will identify and reduce financial and billing compliance errors. Development of a financial business plan for clinical research departments will be discussed.. 127
Presenter: Tracy Popp, MBA, CHRC, CRCP, CCRP, Educator, A Clover Group, LLC


Saturday, September 30, 2023 at 3:45 to 4:30                                                                                                         Track: Finance and Billing

Developing Clinical Research Finance Professionals

Every organization involved in clinical research needs finance personnel who are proficient in clinical research finance. These individuals possess knowledge of clinical operations, insurance regulations, and the regulations governing the clinical research industry. This session will equip attendees with tools and resources to build an educational platform to develop these uniquely skilled finance individuals. 129
Presenter: Mary Veazie, MBA, CPA, CHC, CHRC, Clinical Research Finance Consultant, Clinical Research Consulting & Ed Services, LLC


Saturday, September 30, 2023 at 4:35 to 5:20                                                                                                          Track: Finance and Billing

Getting the Most Bang for Your Buck: Developing and Implementing a Financial Audit Process at an Academic Medical Center

Keeping track of your finances from study start-up to study closeout is essential. We will discuss how to build a financial process; first looking at the initial protocol and understanding payment terms, then building a system to keep track of the items and implementing an audit system to ensure financial viability. 131
Presenter: Jessica Fritter, MACPR, ACRP-CP, Faculty, Clinical Instructor of Practice, The Ohio State University - College of Nursing

Presenter: Cody Harper, BS, Clinical Research Data Analyst, Nationwide Children's Hospital