Agenda

TA Round Table: Cardiology

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Gastro, Liver, MASH/NASH ​

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Immunology/Auto-immune

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

Speakers

Karen F. Obmaces

TA Round Table: Metabolic Disorders & Obesity

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Neurology & Alzheimer’s

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Oncology

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

Speakers

Jenna Hove

TA Round Table: Rare Disease & Gene Therapy

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Vaccines & Infectious Diseases

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Dermatology

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Metabolic Disorders & Obesity

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

Speakers

Priya Selvarajah

TA Round Table: Neurology & Alzheimer’s

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

Speakers

Mel Hardman

TA Round Table: Pediatrics

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

Speakers

Scott Dobson

TA Round Table: Phase 1/Inpatient

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Psychiatry & Psychedelics ​

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Respiratory

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

TA Round Table: Vaccines & Infectious Diseases

When it comes to your specialty, you have specific questions that need to be answered and unique experiences that need to be shared. In this casually guided session, you’ll have the creative space and like minds to bring your experience and discuss solutions.

AI Basics: Real-World Site Application

Move beyond theory to practical AI implementation. This introductory session showcases real-world AI applications transforming daily site operations. Sites will share case studies sharing how to implement digital tools for protocol review, amendment comparison, patient recruitment, data management, feasibility analysis, and workflow optimization. Understand how AI augments staff capabilities, identify which applications make sense for your site’s size and resources, and navigate the overwhelming number of options.

Speakers

Brooklyn Montgomery

Natalie Robertson

Sam Stein

Aneesh Vaze

Beyond the Trial: Building Community Relationships That Last​

Authentic engagement with historically underserved communities is one of the most powerful long-term investments a site can make — with dividends that extend far beyond any single trial. This case study panel brings together sites, community partners, and industry stakeholders to explore what sustained, trial-agnostic engagement looks like in practice, including frameworks for building lasting community presence, strategies for maintaining engagement between trials, and an honest look at the barriers that make this work both hard and worth it.

Speakers

Angel Akinbinu

Gregory Lee

Kristin Matthews

Fabian Sandoval

Developing Tomorrow’s Investigators

The investigator pipeline is shrinking while trial complexity rises. This panel explores how sites, sponsors, and academic partners are preparing the next wave of investigators through early exposure, mentorship, and practical training. Learn what’s working, where gaps remain, and how to advocate for inclusion of emerging investigators and new sites in feasibility and site selection. Discover strategies for building a sustainable, diverse investigator workforce while addressing sponsor concerns about research-naïve PIs.

Speakers

Nikki Amaratunge

Kerry Gorman

Global Advantage: International Site Positioning

International sites face unique visibility challenges in global clinical research. Learn how sponsors make geographic selections and how to position yourself based on regional strengths. Identify your competitive advantages in therapeutic areas, disease prevalence, and regulatory environments, then apply “fit for purpose” positioning that matches your strengths to sponsor needs. Regional leaders will discuss how to use global networks with intent, translating cross-regional relationships into measurable value and visibility.

Speakers

Sonia Brodie

Almenia Garvey

Guillermo Ortiz

Joshua Stent

If Only You Knew: Building Stronger Partnerships

Ever wish sponsors understood your constraints? Or wondered why CROs can’t be more flexible? Each stakeholder faces unique realities that shape how trials unfold, but these aren’t always visible across partnerships. In this candid session, representatives from each group reveal what they wish others knew: outdated rules they’re forced to follow, internal advocacy required for timeline shifts, budget constraints that limit flexibility, and wins after perspectives aligned. After honest dialogue, mixed breakout groups will tackle real scenarios, moving from understanding to co-creating actionable solutions.

Speakers

Stephanie Ailey

Silvina Baudino

Jeff Golden

Anders Lindquist

Mastering Budget Negotiations: Fair Market Value

Learn clinical trial budget negotiation from the site perspective. This fundamentals-focused session breaks down what successful sites negotiate, how to calculate and justify fair market value, which expenses belong in budgets, and strategies for securing favorable payment terms. Experienced site representatives walk through line-item components, overhead allocation, and current market rates, providing honest guidance on what to ask for and how much. Learn how strategic questioning creates efficiency throughout negotiations and how to advocate effectively while building collaborative relationships.

Speakers

Greg Manning

Adam Z. Penna

Lori Rich

Myth Busters: GCP R3 Implementation

GCP R3 confusion persists about requirements versus sponsor and CRO interpretations. This session addresses implementation challenges including training requirements, PI oversight, and misinterpretations that delay activation. Learn to distinguish between actual R3 requirements and myths with strategies to push back confidently with regulatory support. Sites with documented SOPs share how they defend their approaches.

Speakers

Terra Johnston

David Vulcano

New To Oncology: A Roadmap For Emerging Sites

Oncology research is one of the most competitive and rewarding spaces a site can enter, but breaking in as a first-timer is a different challenge entirely. This session is designed specifically for sites that are oncology-naive or in the earliest stages of building a program. Peers who’ve been in your shoes share what worked, what didn’t, and what they wish they’d known sooner, giving you an honest, practical roadmap for what comes next.

Speakers

Eleanor Gibbons

Patient Recruitment Tools: One Size Doesn’t Fit All

There’s no universal recruitment playbook. This session focuses on matching recruitment tools and tactics to your site’s capabilities and study-specific needs: when to deploy in-house strategies versus engaging external companies, and how to leverage AI-powered patient matching, social media, prescreening, and other specialized tools. Learn to assess which tactics fit your patient population and resources, present your recruitment plan to sponsors to secure support, and align expectations for successful deployment.

Speakers

Kate Shaw

Sean Stanton

The New Site Playbook: From Zero To First Study

A comprehensive roadmap for new sites navigating their first 1-3 years in clinical research. Learn how to build credibility from scratch, secure that critical first study, develop efficient operations and quality infrastructure, and create sustainable financial models. This session provides proven strategies for business development, financial planning, and leveraging your unique advantages as a new entrant in the clinical research ecosystem.

Speakers

April Coburn

Paula Underhill

Ask, Don’t Assume: Cut 25 In Action

Site training overload doesn’t happen by accident — it’s often the direct result of an industry that assumes it knows what sites need before asking. SCRS’s Cut 25 initiative called the industry to at least a 25% reduction in training burden, and the organizations making progress share a common approach: they ask first. This session presents documented outcomes showing how sites, sponsors, CROs, and vendors operationalized training reduction by rethinking how solutions are designed, introduced, and supported. Hear what worked, what didn’t, and how shifting from assumption to collaboration is the key lever for meaningful training burden reduction.

Speakers

Ravi Alla

Deena Bernstein

Nicole Piechuta

Emerging Site Pathways: Activating Partners In All Communities​

Expanding clinical research beyond traditional site networks requires more than willingness — it demands readiness. This session equips our industry with practical frameworks for identifying, qualifying, and integrating sites that reflect the communities they serve. Attendees will also explore how local demographic data can sharpen feasibility responses, align site capabilities with sponsor expectations, and how modernized PI engagement models reduce friction and support sustainable research integration.

Speakers

Siobhán Gallagher

William Jones

Ashley Moultrie

From Feasibility to First Choice: What Sponsors Really Want

Sponsors pull back the curtain on site selection. This candid panel reveals what truly drives their decisions beyond enrollment numbers and therapeutic experience. Hear real examples of what works, common red flags that eliminate sites from consideration, and the specific feasibility indicators that influence awards. Learn what “study-ready” actually means and how to build trusted relationships that lead to increased study opportunities.

Speakers

Greg Adams

Kristen Ballesteros

Karen Kolin

Lindsey Morales

Shanna Nixon

Future-Proofing Your Site: Forecasting & Resilience

Build a proactive strategy that protects your site against market volatility and unexpected disruptions. Learn to track the operational and financial metrics that predict future capacity: backlog health, feasibility volume, pipeline velocity, and activation timelines. Identify early warning signs of declining opportunities, develop response strategies that protect revenue and staffing, and make data-driven decisions about resource allocation and therapeutic diversification. Leave with practical tools for scenario planning and long-term resilience.

Speakers

Chris Hoyle

Carlos Orantes

Scott Palmese

Leading With Culture: Building Strong Teams

In high-stakes environments, culture isn’t optional. It’s essential. Clinical research often focuses on the technical (SOPs, monitoring reports, regulatory timelines), but culture truly powers our work. Discuss how to intentionally build teams where people are engaged, collaborative, and connected to the mission. Learn how culture differs across site sizes, how to create career development pathways and recognition programs, and how to manage external pressures from sponsors and partners while maintaining internal morale.

Speakers

Taryn Collett

Shannon Thomas

Oncology Site Of Choice: Strategy & Selectivity

Becoming an oncology site of choice requires more than a strong capability statement — it demands both the relationships that get you in the room and the internal processes that prove you belong there. This session tackles both sides of the equation: how to engage sponsors and CROs through structured, strategic business development, and how to build the internal review processes that position your team for success on every trial you take on. Sites that master this balance protect their teams, strengthen their reputation, and consistently win the right opportunities.

Speakers

Peter Fredette

Gerard Godard

Sandy Smith

Protocol Pressures: Understanding The Site Burden Index

Trials grow more complex while site resources stay stretched. This session explores the Site Burden Index, a quantifiable framework that measures operational demands protocols place on sites by considering site, clinical, data, and technology pressures. Calculate your capacity tolerance and realistic caseload limits, then use this common language for data-informed conversations with sponsors and CROs. Move from anecdotal complaints to structured dialogue: identify pressure points early, assess workload using practical tools, and develop strategies that improve execution for everyone.

Speakers

Marcin Gondek

Joseph Kim

Priya Selvarajah

Regulatory Readiness: FDA Inspections

The best time to prepare for an FDA inspection is before you need one. This comprehensive session covers inspection triggers, quality management systems, documentation organization for efficient retrieval, staff training, internal audits using practical checklists, and how to respond during actual inspections. As sites adopt AI and technology-driven processes, learn about inspection outcomes for paperless systems, timestamps, and digital workflows. Walk away with your own internal QA checklist and strategies from sites that successfully navigated inspections.

Speakers

Ana Marquez

Laurie Muldowney

Jan Holladay Pierre

Sara Schmidt

Retention Strategies To Keep Patients Connected

As trials grow more complex and decentralized, sites must rethink participant engagement models. This session explores strategies to sustain participation: building staff rapport, managing retention barriers proactively, accessing tools like home care and telemedicine, and gaining sponsor or CRO support for patient needs. Learn retention success examples, key performance indicators, and how to distinguish between site-controlled retention issues and dropout due to drug-related factors (a critical distinction sponsors must recognize).

Speakers

Behtash Bahador

Brandon Doyle

Jeff Huntsman

Mackenzie McKinney

Adele Stevenson-Lampard

What You’re Not Charging For: From Identification to Justification

This session highlights where hidden costs are increasing and how they affect site budgets. After a quick refresher on tracking overhead, the focus shifts to newer pressures like political requirements, patient comfort costs, training expenses, academic pricing differences, and global cost variation. Learn how to justify these costs to sponsors, present them as value, and stay both sustainable and competitive.

Speakers

Michele Cameron

Kathy Cox

Justin Purvis

Chloe Rose

AI Amplified: Advanced Implementation

This advanced session covers real-world AI implementation, sponsor restrictions, and build-versus-buy decisions. Learn how sites deploy AI for training generation, protocol setup, feasibility analysis, and workflow optimization while addressing sponsor AI restrictions and data privacy concerns. Discover when to build in-house versus leverage vendor tools, how to document compliant usage, and strategies for contractual limitations. Expect honest discussion about what’s working and what’s not.

Benchmarking the KPIs That Matter

You know what to measure. Now find out what good actually looks like.

This session moves beyond metric identification to benchmark-setting — bringing together site leaders, sponsors, and CROs to share gold standard targets across the KPIs that drive feasibility decisions, site selection, operational & financial health of a site. You’ll walk away knowing how top-performing sites look on paper, how to read your own data against industry standards, and what decisions to make when there’s a gap.

Speakers

Anne Bosworth

Shameika Parks

Karri Venn

Jeff Ventimiglia

Care By Design: Integrating Oncology & Clinical Trials Into Site Strategy

As clinical trials become pathways to care, sites must move beyond reactive feasibility toward earlier, more intentional decision-making. This session reframes site strategy — aligning patient identification, physician engagement, and portfolio selection with modern care delivery. Learn how to evaluate trial fit across patient population relevance, competing standards of care, operational burden, and institutional mission, shifting the question from “Can we run this trial?” to “Should this trial exist here, and how does it function as care?”

Speakers

Elizabeth Johnson

Dan Otap

Carrie Smith

Define Your Difference: Showcasing Your Site’s Unique Value

What truly makes your site memorable? Move beyond generic metrics to showcase what makes your organization unique: retention strategies, community ties, operational approaches. Hear from standout sites about what actually breaks through the noise, then refine your elevator pitch with narrative elements that make your site stand out.

Speakers

Caitlin Mahaney

Casey Orvin

Financial Strategies For Site Success

Build the financial foundation for long-term site success. This session covers business fundamentals that determine whether sites thrive or merely survive: contract structures that protect profitability, financial forecasting and essential KPIs, study-level profitability tracking, and cash flow strategies. Learn to implement systems that capture critical financial data, make informed decisions quickly, and prepare for the unexpected. Understand why financial strength differentiates your site and how larger sites now undergo financial due diligence as part of vendor risk management.

Invoicing Essentials: How To Secure Funding For Study Success

Successful clinical research requires adequate funding for essential activities, yet many sites hesitate to ask for what they truly need to execute a study effectively. Leveraging insights from the SCRS Site Invoiceables Guide, we’ll review invoicing essentials, negotiation tactics, and best practices for improving collections. Sponsors and CROs will share their perspectives on common funding requests and trending errors leading to rejections, while sites will share their own negotiation successes.

Speakers

Viviënne van de Walle

Leadership Roundtables (Site Managers, Executive Leaders, Business Development)

An exclusive roundtable where site leaders discuss operational challenges and co-create solutions. Leaders across different models (network, independent, academic medical centers) share real challenges in engaging specialists, operational excellence, staff expectations, project management, and leadership pressures. Learn how different site types approach similar problems and build meaningful connections with peers.

Speakers

Dan Kearney

Irfan A. Khan

Meeting Patients Where They Are: Trials In Community-Based Populations

The patients most underrepresented in clinical trials are often already being served, however, just not by traditional research sites. Rural clinics and community health workers have deep, trusted relationships with the populations they serve, and populations research has historically failed to reach, and the opportunity is in meeting them there. This case study panel explores how sites have built sustainable collaborations with community health providers to bring trials directly to underserved populations — covering partnership models, how trust is established on both sides, and the operational realities of taking research beyond the traditional site setting.

Speakers

Todd Albin

Recruitment Revolution: Innovation & Recovery

Traditional recruitment processes aren’t keeping pace with enrollment demands. This session tackles two critical angles: deploying innovations that drive enrollment success and rapidly recovering when challenges emerge. Learn to recognize early warning signs within 30-60 days, master lead conversion, navigate budget advocacy, and implement collaborative problem-solving. Sites and recruitment specialists share stories with enrollment data, costs, and honest discussion about what’s working, what’s backfiring, and how to pivot quickly.

Speakers

Melissa Harris

Kyle McAllister

Kim Ribeiro

Stack Smarter: Scaling Site Technology

Explore how a site’s technology ecosystem matures from early-stage operations to fully developed, multi-location networks. This session unpacks which tools sites adopt as they grow, how leaders decide between all-in-one platforms versus best-in-class modular approaches, and how to invest in tech that scales. Learn which technologies are essential versus enhanced at different growth stages, practical strategies for securing sponsor reimbursement, and how to operationalize tools you already have. Expect discussion on what truly scales, what doesn’t, and how to future-proof your tech stack.

Speakers

Nicholas Focil

Rick Greenfield

Lauren Koehler

Co-Creation Labs TBA

Co-Creation Labs Information To Come.