Agenda – 11th Annual Clinical Trial Billing & Research Compliance Conference 

  • Pre-Conference Workshops
  • Day One
  • Day Two
  • Post-Conference Master Class

Pre-Conference Workshops

 SUNDAY, MARCH 5, 2017

 Workshops

Workshop A

8:00AM – 12:00PM

RESEARCH 101: THE FUNDAMENTALS OF STARTING A BILLING COMPLIANCE PROGRAM

Dawn N. Pittinger, BS, CHRC, CRCP, Manager, Clinical Research Billing, SUMMA HEALTH
Jeanne Lewis, BS, CIM, Billing Compliance Mgr, Office of Research & Clinical Trials, ST. VINCENT INDIANAPOLIS
Cynthie Lawson, BSBM, CHRC, CPC, Consultant , KELLY WILLENBERG & ASSOCIATES

Workshop B

8:00AM – 12:00PM

A LEAN APPROACH TO INCREASING EFFICIENCIES IN RESEARCH REGISTRATION AND BILLING

Molly Maurer, MSN, RN, OCN, CCRC, Nurse Educator, Oncology Research, ATLANTIC HEALTH SYSTEM
Rosemary Stefiniw, Manager, Oncology, Pulmonary, Urology and Sports Health Research Data and Outcomes for the Oncology Service Line, ATLANTIC HEALTH SYSTEM
Kelly Colucci, Manager, Grants and Contracts, ATLANTIC CENTER FOR RESEARCH
Anna Kowal, Manager Research Compliance, Corporate Compliance and Internal Audit, ATLANTIC HEALTH SYSTEM

 Workshops

12:00PM – 1:00PM

WORKSHOP LUNCHEON

 Workshops

Workshop C

1:00PM – 5:00PM

FINANCIAL COUNSELORS AND PRE-AUTHORIZATIONS: THE MYSTERY UNRAVELED

Tracie Bistany, Post-Award Financial Specialist, CAROLINAS MEDICAL CENTER
Maria Soliman, Director of Research Administration, CAROLINAS MEDICAL CENTER
Wendy Portier, MSN, RN, CCM, CHRC, CHC, Consultant, KELLY WILLENBERG & ASSOCIATES

Workshop D

1:00PM – 5:00PM

BUDGET NEGOTIATIONS, CONTRACTS, AND ACCOUNTS PAYABLE AND ACCOUNTS RECEIVABLE MANAGEMENT: WHAT WORKS?

Kathleen Hurtado, RPh, Consultant, KELLY WILLENBERG & ASSOCIATES
Marilyn Windschiegl, J.D., Manager, Contracts and Compliance, PFS CLINICAL

 Workshops

5:00PM – 5:00PM

END OF WORKSHOP DAY


Day One

 MONDAY, MARCH 6, 2017

8:00AM – 8:15AM

WELCOME BY CONFERENCE CHAIR AND OPENING PLENARY REMARKS: CURRENT ISSUES IN CLINICAL TRIAL BILLING COMPLIANCE
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES

8:15AM – 9:15AM

PANEL DISCUSSION: HOW TO WORK WITH CMS CONTRACTORS
Moderator:
Ryan Meade, J.D., Director Regulatory Compliance Studies, LOYOLA UNIVERSITY CHICAGO SCHOOL OF LAW

Panelists:
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES
Fred Herman, CHRC, Director, Corporate Research Compliance, UMMS Finance, UNIVERSITY OF MARYLAND MEDICAL SYSTEM

9:15AM – 10:00AM

PANEL DISCUSSION: THE REAL ISSUES WITH MEDICARE CONTRACTORS
Moderator:
Kelly Willenberg, DBA, RN, CCRP, CHRC, CHC, President, KELLY WILLENBERG & ASSOCIATES

Panelists:
Thomas R. Mitchell, M.D., FACEP, FACP, Senior Contractor Medical Director, CAHABA GBA, LLC
Olatokunbo Awodele, M.D., Contractor Medical Director, WPS
Carolyn Cunningham, M.D., Contractor Medical Director, NATIONAL GOVERNMENT SERVICES
Sunil V. Lalla, M.D., Medical Director, Novitas Solutions, Inc.

10:00AM – 10:30AM

NETWORKING BREAK

10:30AM – 11:30AM

A PHYSICIAN’S PERSPECTIVE ON NAVIGATING THE CLINICAL TRIAL BILLING PROCESS: “I DON’T KNOW WHAT I DON’T KNOW”
Dr. Victor M. Santana, Vice President Clinical Trials Administration, Associate Director for Clinical Research at St. Jude Comprehensive Cancer Center, ST. JUDE CHILDREN’S RESEARCH HOSPITAL

11:30AM – 12:30PM

PANEL DISCUSSION: CTMS AND EMR — INTERFACE OR ABOUT FACE
Kelly Anastasio, Associate Director of Clinical Trial Resources, YALE CENTER FOR CLINICAL INVESTIGATION
Carrie Nemke, Vice President, Business Development, FORTE RESEARCH SYSTEMS
Kyle Byron, Senior Account Manager, Clinical Conductor CTMS
Candida Barlow, MSN, RN, Director of Clinical Research, ST. JOHN CLINICAL RESEARCH INSTITUTE

12:30PM – 1:30PM

LUNCHEON

1:30PM – 2:30PM

360 Degree View of the Paperless Clinical Trial Office
Rick Arlow, Founder and CEO, COMPLION
Candida Barlow, MSN, RN, Director of Clinical Research, ST. JOHN CLINICAL RESEARCH INSTITUTE

2:30PM – 3:30PM

THE EVOLVING SITE LANDSCAPE AND ADVANTAGES OF SITE NETWORKS
Reg Blynn, Vice President of Client Services, Site and Patient Networks, Qcare
Annie Bing, Senior Director, Business Operations, Qcare

3:30PM – 4:00PM

NETWORKING BREAK

 BREAKOUT DISCUSSION GROUPS

4:00PM – 5:30PM

Coverage Analysis: Live Interactive Demonstration

Kelly Willenberg, DBA, RN, CHRC, CCRP, CHC, President, KELLY WILLENBERG & ASSOCIATES
Kathleen Hurtado, RPH, Consultant, KELLY WILLENBERG & ASSOCIATES
Ryan Meade, J.D., Director Regulatory Compliance Studies, LOYOLA UNIVERSITY CHICAGO SCHOOL OF LAW

4:00PM – 5:30PM

CTMS, RESEARCH ACCOUNTING AND INVOICING

Candice M. Vance, MBA, CHRC, Senior Manager, Clinical Research Revenue Cycle, MEDSTAR HEALTH RESEARCH INSTITUTE
Emily Hoyle, MBA, B.A., CCRC, Clinical Research Administrator, MULTICARE INSTITUTE FOR RESEARCH & INNOVATION

 MAIN CONFERENCE DAY ONE


Day Two

 TUESDAY, MARCH 7, 2017

 BREAKOUT DISCUSSION GROUPS

8:00AM – 8:45AM

THE DILEMMA OF PAYING PHYSICIANS FOR RESEARCH TIME

Discussion Group Leader:
D. Marie Jackson, Ph.D., MBA, Revenue Cycle, Director, Clinical Research Billing, UC SAN DIEGO HEALTH

8:45AM – 9:30AM

BRIDGING THE LANGUAGE GAP BETWEEN BILLING COMPLIANCE ADMINISTRATION AND CLINICAL RESEARCH TEAMS

Discussion Group Leader:
Mikki O’Neal, MBA, CCRP, CCRC, CHRC, Independent Contractor

9:30AM – 10:15AM

MODELS TO SUPPORT DIFFERENT TYPES OF PIs AND UNDERSTANDING THE VALUE OF EACH: ACRP-CERTIFIED PIs AND RESEARCH-NAÏVE PIs

Discussion Group Leader:
David Vulcano, AVP and Responsible Executive for Clinical Research, HOSPITAL CORPORATION OF AMERICA

8:00AM – 8:45AM

INDs, COMPASSIONATE USE AND OFF-LABEL DRUGS

Discussion Group Leader:
Kathleen Hurtado, RPh, Consultant, KELLY WILLENBERG & ASSOCIATES

8:45AM – 9:30AM

THE CLEAR INITIATIVE

Discussion Group Leader:
Deena Bernstein, MHS, Vice President, Site Services, QUINTILESIMS

9:30AM – 10:15AM

QUALITY MONITORING OF RESEARCH BILLING

Discussion Group Leaders:
Candice Brown-Bishop, Manager, Research Billing, UF HEALTH
Cynthie Lawson, BSBM, CHRC, CPC, CONSULTANT, KELLY WILLENBERG & ASSOCIATES

 TUESDAY, MARCH 7, 2017

10:15AM – 10:45AM

NETWORKING BREAK

10:45AM – 11:30AM

Billing Compliance and Technology
Kyle Byron, Senior Account Manager, CLINICAL CONDUCTOR CTMS
Rebecca Ohta, Manager, Research Regulatory Office, THE QUEEN’S MEDICAL CENTER

11:30AM – 12:30AM

LUNCHEON

12:30PM – 1:30PM

RESEARCH BILLING CHALLENGES IN THE PEDIATRIC SETTING
René Jooste, M Pharm, CCRP, Director, Clinical Trials Finance Office, ST. JUDE CHILDREN’S RESEARCH HOSPITAL

1:30PM – 2:30PM

NCI’S INITIATIVES FOR NATIONAL CLINICAL TRIAL COVERAGE
Dr. Lawrence Ragard, Senior Study Director, CTSU/WESTAT
Andrea M. Denicoff, M.S., RN, Head, NCTN Clinical Trials Operations Scientific Liaison, Patient-Reported Outcomes, Clinical Investigations Branch, CTEP, DCTD NATIONAL CANCER INSTITUTE, NIH

2:30PM – 3:15PM

LILLY’S IMPLEMENTATION OF A BILLING COMPLIANCE PROGRAM
Scott P. Jensen, Strategy and Transformation Leader, Global Clinical Budgeting and Contracting, ELI LILLY AND COMPANY

3:15PM – 3:45PM

NETWORKING BREAK

3:45PM – 5:00PM

THE CLINICAL TRIAL BUSINESS PROCESS
Rhonda J. Paz, Ph.D., CRCP, Chief Operations Officer, GUIDESTAR CLINICAL TRIALS MANAGEMENT
D. Marie Jackson, Ph.D., MBA, Revenue Cycle, Director, Clinical Research Billing, UC SAN DIEGO HEALTH
Candice M. Vance, MBA, CHRC, Senior Manager, Clinical Research Revenue Cycle, MEDSTAR HEALTH RESEARCH INSTITUTE
John W. Gomillion, MBA, M.S., CPM, Assistant Director, Clinical Trials Research Billing Compliance, VANDERBILT UNIVERSITY MEDICAL CENTER
Marilyn Windschiegl, J.D., Manager, Contracts and Compliance, PFS CLINICAL


Post-Conference Master Class

 WEDNESDAY, MARCH 8, 2017

MASTER CLASS SESSION A

8:30AM – 12:00PM

WALKING THE TIGHTROPE IN CLINICAL RESEARCH: IMPLEMENTING ELECTRONIC SYSTEMS WITHIN YOUR EMR

Candida Barlow, MSN, RN, Director of Clinical Research, ST. JOHN CLINICAL RESEARCH INSTITUTE
Susie Owenby, RN, CCRP, Clinical Research Manager, CENTER FOR BIOMEDICAL RESEARCH
Tracy Popp, MBA, CRCP, CCRP, Director of Research Financial Operations, NORTON HEALTHCARE
Debbi Gilad, J.D., Director, Office of Research, BON SECOURS HEALTH SYSTEM, INC.
Theresa "Terry" Stone, BBA, Director, Clinical Trials Office, BOSTON MEDICAL CENTER

MASTER CLASS SESSION B

8:30AM – 12:00PM

ADVANCED MCAS AND CODING: BRING YOUR QUESTIONS!

Denise Quint, CPC, CHC, CHRC, Research Compliance Analyst, UNIVERSITY OF VERMONT MEDICAL CENTER
Chris Longspaugh, PharmD, Consultant, KELLY WILLENBERG & ASSOCIATES
Christine de Leon, RN, CPC, Advanced Clinical Trials Specialist, SHARP HEALTHCARE

 

12:00PM – 1:00PM

Luncheon

1:00PM – 3:00PM

MASTER CLASSES CONTINUE

3:00PM – 3:00PM

END OF CONFERENCE