San Francisco Bay Area

Welcome to the SOCRA San Francisco Bay Area Chapter page. Information for the latest meeting is below. If you have any questions, please reach out to the Chapter Chairperson or the SOCRA office at


SOCRA San Francisco Bay Area Chapter Meeting Announcement


The SF Bay Area Chapter presents


Tips and Tricks for Managing Investigator Initiated Studies

Date: May 14, 2024

Time: 11:00 – 12:00 PM (Pacific Time)

Location: Virtual Attendance only

Speaker: Samantha (Wallace) Sharpe
Clinical Project Manager
Nationwide Children's Hospital
Hospitals and Health Care
Columbus, OH



Samantha is a passionate supporter of clinical research project development and utilizes her wide-ranging experience to provide a broad view approach to academic research management. She is an advocate for community involvement in clinical research programs and projects. In addition to her work managing IITs at Nationwide Children’s Hospital in Columbus, Ohio, she is an educator in the field of Investigator Initiated Trials and Pediatric Clinical Research Recruitment.


The concept of the “site as sponsor” is becoming more common for clinical research conducted at academic institutions. This webinar will highlight best practices in various areas of clinical research management of investigator-initiated trials (IITs) and detail how to navigate common challenges. With intellectual ownership of study implementation, there are numerous tasks to consider: budget and invoicing, specimen collection, processing, and transport, data collection, IRB and consent documents, staff training, study monitoring, regulatory responsibilities, publication authorship agreements, and data use and management. Areas overlooked within the planning phase in IITs can hinder swift execution of study deliverables and scientific progress. Included in this offering are effective, simple checklists and best practices for study start up and tracking study progress. The information included in this comprehensive review of IIT operations is experience-based and built upon good clinical research practices in alignment with NIH Regulations.



  • Provide high-level view the various areas to consider when launching an Investigator Initiated Study (IIT).
  • Discuss specific considerations when site becomes the sponsor of an IIT.
  • Share best practices and useable worksheets for IIT assessment and management

NOTE: Remote site agreements are NOT required for this chapter meeting.


Details to enable virtual attendance will be sent to all attendees who have RSVP'd

SOCRA 1 CE for SOCRA Members

COST: FREE admission (members and nonmembers are welcome)

Please register at

On registering, you will receive a confirmation email containing information about joining the meeting.

Questions: Please contact:


SOCRA members and non-members welcome!

Chapter Chair:

Archana Narasanna, CCRP